The ChilliDB Gmail Add-on streamlines email management by seamlessly integrating with Gmail. This tool enables users to effortlessly categorise and store both sent and received emails, along with file attachments, directly into ChilliDB.

Emails are transformed into Notes, preserving their details, and are automatically linked to the respective contacts of both the sender and recipient within the ChilliDB database. This integration optimises the organisation's ability to maintain a comprehensive and accessible record of interactions, enhancing overall efficiency in customer relationship data management.

ChilliDB Gmail Add-on lets you:
• Save emails as notes which can be followed up through ChilliDB
• Save file attachments
• Create new contacts and organisations efficiently
• Keep track of communications
• Match the sender’s and receiver’s names to the data in ChilliDB
• Set a category and type for the email

ChilliDB is an Australian user-friendly Client Management System that can be customised to your own individual business model. ChilliDB morphs into your own system, tailored especially for you, by you or with the support from friendly Polymorphic Solutions Staff, making it easily adopted by your staff. ChilliDB has all the functionality that NFP, community and health organisations need within one system.  With ChilliDB, you can focus on what's important right now: getting back to your organisation's mission.

With Features such as:
• Contract Management: Allow contracts to be managed for organisations and their representatives, with workflow ability enabling staff to track the progress of contract deliverables throughout a Contract's lifecycle.
• Event Management: ChilliDB Events are ideal for managing your training, workshops and events. As many events don't require sessions you can now create events without sessions, keeping the interface clearer and easier to use.
• Case Management: Case Management Software for Building Stronger Cases. Providing a framework to follow, backed up with  Notifications to ensure that you are always on track of your business.
• Membership Management: ChilliDB Membership centralises your membership management, leveraging the whole of ChilliDB to support you in your day to day business.
• Custom Fields: A powerful feature within ChilliDB is the ability to easily create your own forms and add fields into those forms without the need for application development.

Find out more at: https://www.chillidb.com 
For support contact: https://helpdesk.chillidb.com/
 
Compatibility/Requirements:
ChillDB Premium User