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Add documentation for Email in CRM feature
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‎docs/help/email-in-crm.md‎

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---
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title: Mail in CRM
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description: Use Mail in CRM to send, receive, and manage customer emails in one place.
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Improve communication with CRM email management and full CRM with email integration.
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---
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# Email in CRM
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The Mail in CRM page provides a centralized workspace for managing communication with clients and partners inside
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the CRM interface. Instead of switching between multiple tools, users can manage conversations directly within the system,
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making Django CRM a practical **CRM with email integration** solution.
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With this feature, teams can **send**, **receive**, and **track** **emails** while maintaining full visibility of client communication history.
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This approach improves collaboration, ensures consistent communication,
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and provides a structured email CRM workflow for customer interactions.
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---
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## Overview of Email Features
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The built-in email system allows teams to handle customer correspondence without leaving the CRM environment.
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It combines communication tools with customer and deal management, effectively turning the platform into a **CRM and email** workspace.
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Key capabilities include:
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- Sending and receiving emails directly from the CRM interface
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- Maintaining a centralized correspondence history
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- Linking emails automatically to CRM objects such as requests and deals
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- Enabling department-level visibility for collaboration
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This integrated approach simplifies CRM email management and ensures that all communication remains accessible and organized.
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---
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## Email Integration and Synchronization
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Django CRM supports integration with widely used email providers,
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allowing companies to connect their existing mailboxes with the CRM system.
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### Supported Email Providers
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The platform works with popular email services that support SMTP, including:
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- **Gmail**
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- **Outlook**
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- **Yahoo**
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- Other compatible email providers
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This makes the platform a flexible CRM with email capabilities that fits into most existing email infrastructures.
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### Synchronization with External Email Clients
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Users are not required to abandon their preferred email clients. The CRM can synchronize messages with external tools such as:
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- Thunderbird
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- Outlook
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- Other email clients
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Emails exchanged through those clients are synchronized with the CRM through the ticket system.
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**Important:**
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- To **activate** two-way synchronization between the CRM and the connected mailbox,
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at least one email must be sent from the CRM interface first.
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After activation, correspondence will automatically appear in both systems, ensuring consistent communication records.
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- Email synchronization **does not** include **deleting emails**. Rest assured: if you delete emails from your connected
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mailbox (for example, due to exceeding your email provider's storage quota), those emails will remain in your CRM.
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Your conversation history will be preserved intact.
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---
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## Automatic Linking to CRM Objects
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One of the most valuable **advantages** of the mailing CRM system is automatic context linking.
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Every email exchanged with a client is connected to related CRM records, including:
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- [Requests](request-processing.md)
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- [Deals](deals-management.md)
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This means that when users open a request or deal page, they can instantly view the entire email history related to that interaction.
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Benefits include:
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- Better understanding of client communication history
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- Faster issue resolution
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- Improved continuity when multiple employees work with the same customer
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---
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## Viewing Emails in the Mail in CRM Page
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The **Mail in CRM** page provides a centralized list of all messages associated with your CRM account.
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### Personal Correspondence
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Users can view and manage all emails they have exchanged with customers. This includes both sent and received messages,
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creating a full communication timeline.
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### Department Correspondence
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Depending on user permissions, employees can also view the email communication of colleagues within the same department.
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- These emails are available in **read-only** mode
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- This feature helps team members understand ongoing conversations
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- It also supports knowledge sharing and consistent customer service
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This transparency is particularly valuable in **collaborative sales** or support teams.
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---
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## Interface, Sorting, and Navigation
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The email list is displayed in a structured table designed for quick navigation and efficient communication management.
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Users can organize messages by clicking column headers to sort emails according to:
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- **Subject**
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- **Sender or Recipient**
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- **Responsible user (Owner)**
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- **Date sent or received**
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Sorting helps users quickly locate the most recent messages or review correspondence related to a particular client.
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---
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## Searching and Filtering Emails
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To simplify navigation within large email volumes, Django CRM provides powerful search and filtering tools.
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### Search
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Use the search bar to find emails by entering keywords related to:
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- Subject lines
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- Message content
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- Email addresses
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- Client names
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This feature allows users to locate specific messages within seconds.
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### Filters
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Filters help narrow down email results based on specific criteria.
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Depending on user access permissions, filters may include:
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- Mailboxes
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- Message owners
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- Departments
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These filtering options are especially useful for teams that handle a large volume of correspondence
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in a shared CRM email management environment.
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---
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## Creating a New Email
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To compose a new message from the CRM interface:
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1. Open the **Mail in CRM** page.
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2. Click the **Add email** button.
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3. Enter the recipient, subject, and message content.
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4. If necessary, you can link the email to the corresponding objects.
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5. Send the email directly from the CRM.
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Once sent, the email will be stored in the CRM.
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---
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## Benefits of Using Email Inside CRM
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Using email directly within the CRM offers several operational advantages:
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- Centralized communication history
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- Improved collaboration between team members
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- Automatic linking of messages to clients, requests, and deals
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- Reduced risk of lost or fragmented communication
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- Efficient CRM email management for customer relationships
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By integrating communication tools with customer data, Django CRM becomes a complete CRM with email integration
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platform that supports sales, support, and customer service workflows.
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---
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## Related Topics
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For additional information about email and communication features in Django CRM, see:
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- [Email Accounts Management](email-accounts-management.md) – connecting your mailbox to the CRM
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- [CRM Email Campaigns](../features/massmail-app-features.md) – sending newsletters and announcements
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These guides will help you fully utilize Django CRM as a powerful CRM and email communication platform.

‎docs/help/index.md‎

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* [Deals](deals-management.md)
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* [Leads](lead-management.md)
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* [Companies](company-management.md)
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* Emails in CRM
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* [Email in CRM](email-in-crm.md)
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* Payments
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* Shipments
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* [Contact persons](contact-management.md)
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* Currencies
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* [Deals](deals-management.md)
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* Emails in CRM
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* [Email in CRM](email-in-crm.md)
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* [Leads](lead-management.md)
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* Payments
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* Products

‎mkdocs.yml‎

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- Commercial request management: help/commercial-requests-management.md
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- Request processing: help/request-processing.md
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- Deal management: help/deals-management.md
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- Email in CRM: help/email-in-crm.md
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- Working with deals: help/working-with-deals.md
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- Lead management: help/lead-management.md
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- Company management: help/company-management.md

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