Email module

The email module in RecMan is improving the standard email system. With this module integrated into RecMan and synchronized with Outlook or Gmail, you can use functions to save, connect, create and communicate with your relations, plus assign tasks for more efficient productivity.

RecMan email integration can improve your CRM capabilities and gather your connections and dialogue in one location. This module allows you to use RecMan as your email client to send and receive emails, similar to how you would do the same in Outlook or Gmail. 

Some additional features of this module give the ability to:

1) Save email dialogue to existing candidates/contact persons in your RecMan system

This lets you and your colleagues stay more easily up-to-date with the latest activity, ensuring no important information is lost in someone's inbox.

2) Create new contacts

For new candidates and clients taking contact, create their profiles directly from the email module.

3) CV-parse attached CVs

For new candidates or customers emailing their interest with an attached CV, click the extra options to parse the resume immediately and get started. Read more about CV parsing here.

4) Create follow-up tasks

For when your email is flooded, and you need to stay organized, create a task to help you follow up or act as a simple reminder.

5) Preview files

With File Preview, you can open any file – be it a document, spreadsheet, or presentation – directly within the RecMan email client. There is no need to download attachments to your computer. It saves time and means fewer opportunities for malware or phishing threats to sneak through.

6) Chat with AI about your files

You can chat with AI about the content of the files right from the preview window. The AI assistant can provide a quick summary of a lengthy report, key points from a contract or insights from a data-heavy spreadsheet. It is helpful with analyzing, summarizing, and answering your questions on the spot.

How to set up the email module

The email module is a paid service that can be activated by a RecMan administrator.

For users that just want to send emails reliably without synchronizing their inbox to RecMan, they can also set up the free “send-only” solution under “My profile.” For how these options can be set up, please see Setup of personal email integration.