The Challenge

Why Disconnected Email Tools Cost Businesses Time and Customers

Most businesses manage customer communication across a patchwork of inboxes, manual follow-ups, and disconnected tools. Without a unified system, critical messages get lost, leads go cold, and support cases are never logged.

Constant Context Switching

Agents waste time switching between email clients and CRM records, breaking their flow and increasing the chance of errors or missed updates.

Campaigns Without Tracking

Mass email campaigns sent without reporting give teams no visibility into open rates, delivery failures, or individual recipient engagement.

Missed Support Emails

Incoming support emails are missed or never converted into cases, leaving customers without acknowledgment and requests unresolved.

Inconsistent Branding

Without centralized templates and signatures, agents send off-brand, inconsistent messages that damage professionalism and customer trust.

Lost Leads from Email

New leads arriving via email inquiries fall through the cracks before any manual review is completed, costing businesses real revenue.

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No Audit Trail

Without logged communication history, businesses face compliance risk and lose institutional knowledge when agents leave the team.

The Solution

Everything You Need for CRM Email Management in One Place

Salesboom’s built-in CRM Email Settings centralize every aspect of email communication—templates, signatures, routing, mass sending, and external integration—inside a single intelligent platform.

Salesboom’s Custom Templates feature allows every team member to send professional, pre-approved emails in seconds. Templates are created, edited, and deleted directly from the Email Options panel, ensuring brand consistency across every customer touchpoint.

Add new templates with a full message editor and save instantly
Edit existing templates with a dedicated Edit page and Save/Cancel controls
Delete outdated templates in a single click to keep your library clean
Use templates as the foundation for mass email campaigns
Access from Control Panel > Email Settings > Custom Templates
Navigate seamlessly between Email Options using the Back to Options button

The Signature feature ensures every outgoing email reflects your professional identity without requiring manual input each time. Once saved, your signature is automatically appended to all outbound messages.

Centralized text editor for entering and formatting signature content
Instant activation with a single Save action
Full control to update or modify signatures as roles or branding change
Consistent representation across all agent communications
Eliminates forgotten signatures or outdated contact details

Salesboom’s mass email engine connects directly to your CRM contact records, enabling precisely targeted outreach with complete visibility into delivery and engagement outcomes.

Generate a Contact Tabular Report to define your exact audience before sending
Choose between HTML for rich campaigns or Plain Text for deliverability-optimized messages
Add file attachments before composing the message body for seamless delivery
View send time, total recipients, and success counts in Mass Email History
Drill into per-contact open rates and delivery status using the Details link

Salesboom’s email routing automation converts incoming emails into actionable CRM records automatically—eliminating manual data entry and ensuring no customer inquiry is ever missed.

Define routes by email host, username, and password with assigned case type and priority
Choose to create a case only, a contact only, or both from each inbound email
Configure a dedicated inbox to automatically generate new Leads in the CRM
Attachments in incoming emails are saved as Related Documents on the new Lead
Assign auto-reply templates so customers receive immediate acknowledgment

Core Features

Powerful Email Automation Features Built Into Your CRM

From mail merge personalization to Outlook sync and external IMAP inbox management, every email tool you need is already inside Salesboom.

Mail Merge Personalization

Use the Mail Merge Tag Generator to insert dynamic contact fields—first name, company, account number—directly into mass email templates, making every bulk message feel individually written.

Auto-Reply Templates

Assign auto-reply templates to Email-to-Case routes so customers receive an immediate acknowledgment the moment their email creates a support case, reducing perceived wait times and improving satisfaction.

Campaign-Based Mass Emailing

Launch mass emails directly from a Campaign’s Related Records section by clicking Send Mass Email from the Leads Tab—keeping outreach tied to specific campaign performance data for accurate ROI measurement.

Microsoft Outlook Integration

A dedicated Outlook Integration synchronizes email activity with CRM records in real time. Three tabs cover Features, a setup Guide, and a Download link for the Salesboom Outlook Edition integration software.

External IMAP Inbox Connection

Connect to your existing email host via IMAP using ISP-supplied credentials. Once configured, agents browse folders, read messages, and compose emails entirely within Salesboom without switching apps.

CRM Email Folder Management

Create custom email folders, browse messages, compose new emails, and manage multiple attachments—all from the CRM Email tab. Add or remove files individually before sending for complete control.

Mass Email History and Reports

Every mass email is logged in Mass Email History under Control Panel > Email Settings. View send time, recipient counts, and success rates at a glance. Drill into per-contact delivery and open data using the Details link.

Attachment Support for Mass Emails

Add files directly to mass emails before sending. Click Add Attachment above the To field, browse and confirm with Attach File, then compose your message. Multiple files can be attached by repeating the process.

HTML and Plain Text Email Formats

Choose HTML for visually rich campaigns or Plain Text for clean, deliverability-optimized sends. Both formats support Custom Templates and the Mail Merge Tag Generator for personalized dynamic content.

Why Salesboom

The Salesboom Advantage: A CRM Built Around Communication

With 22+ years of CRM innovation, Salesboom delivers email management capabilities that go far beyond standard inbox tools—all unified inside a single platform.

All Email Functions in One Platform

Templates, signatures, mass email, external inbox, Outlook sync, and automated routing all live inside a single CRM—no third-party integrations or app-switching required.

Automated Lead and Case Creation

Incoming emails are automatically converted into Leads or Cases with zero manual input, ensuring every inquiry is captured and actioned the moment it arrives.

Full Mass Email Audit Trail

Every campaign is logged with delivery stats, open rates, and per-contact outcomes—giving marketing and sales teams the data they need to optimize outreach performance.

Seamless Microsoft Outlook Compatibility

Teams already using Outlook can continue working in their preferred client while all activity is automatically synced back to the appropriate CRM records.

Transparent Pricing

All email features are included in the core CRM platform—no add-ons, no hidden fees, predictable monthly pricing starting at $14/user so you always know what you’re paying.

Proven at Scale

3,500+ businesses across 159 countries rely on Salesboom to manage their customer communications, CRM workflows, and team productivity every day.

Risk Mitigation

Reducing Communication Risk Through Centralized Email Management

Fragmented email tools create serious operational and compliance risks. Salesboom’s CRM Email Settings mitigate these risks through automation, audit trails, and unified data management.

Missed Inquiry Risk

Email-to-Case and Email-to-Lead automation ensures every inbound message creates a tracked CRM record—nothing falls through the cracks regardless of volume.

Brand Consistency Risk

Centralized templates and signatures ensure every agent communicates with the same professional voice and branding, eliminating off-brand one-off messages.

Compliance and Audit Risk

Complete Mass Email History with delivery and open data provides a full audit trail for regulatory review, internal accountability, and performance analysis.

Agent Efficiency Risk

Inbox management inside the CRM eliminates context-switching, reducing errors and saving hours of agent time weekly by keeping everything in one place.

Lead Loss Risk

Automatic lead creation from email captures every prospect the moment they reach out, before any manual review is required—protecting revenue pipeline integrity.

Knowledge Loss Risk

All email interactions are logged against CRM records, preserving complete customer communication history even when agents change or teams restructure.

FAQ

Frequently Asked Questions About Salesboom CRM Email Settings

Everything your team needs to know to configure and use email features inside Salesboom CRM.

Navigate to Control Panel > Email Settings > Custom Templates. Click the Add button to open the template editor, write your message, then click the Add button below the text area to save it. You can edit or delete existing templates from the same page at any time.

Yes. First, generate a Contact Tabular Report under Contact Tools—make sure the email field is selected. Filter and sort the results to define your audience, then select the records and click Send Mass Email. Choose HTML or Plain Text, select or write your template, and click Send Message.

Email-to-Case automatically converts incoming emails from a designated inbox into support Cases inside the CRM. Go to Control Panel > Email Settings > Email to Case, click Add Route, configure the email host credentials and case settings, then enable the route. From that point, every email received at that address creates a new Case automatically.

Yes. Salesboom offers a dedicated Microsoft Outlook Integration accessible from Control Panel > Email Settings > Microsoft Outlook Integration. The page includes a Features overview, a setup Guide, and a Download link for the Salesboom Outlook Edition integration software.

All sent campaigns are logged in Mass Email History under Control Panel > Email Settings. Click View next to any campaign for detailed stats including open counts and delivery results. Click Details for a per-contact breakdown showing exactly which recipients opened or failed to receive the email.

Yes. When composing a mass email, click Add Attachment above the To field, choose your file using the file browser, then confirm with Attach File. Add all attachments before typing your message body. Multiple files can be attached by repeating the process for each additional file.

Salesboom connects to any external email host that supports IMAP. Configure the connection under Control Panel > Email Settings > External E-mail Settings by entering your ISP-supplied username, password, email host, outgoing address, and host protocol.

Related Resources

Explore More Salesboom CRM Features

Discover how other Salesboom modules connect with email management to build a complete, unified CRM experience for your team.

Campaigns

Learn how to create and manage CRM campaigns and see how mass email integrates directly with campaign performance tracking for accurate ROI measurement.

Accounts

Understand how Account records relate to email activity and how centralized email logging keeps complete communication history attached to every account.

Leads

See how Email-to-Lead automation creates new lead records the moment an inquiry email arrives, ensuring no prospect is ever missed or manually entered.

Opportunities

Discover how email activity links to opportunity records and how consistent CRM email logging gives sales teams a complete view of every deal’s communication history.

Tab Page Views

Learn how to customize CRM tab page views so your email-related records and communication logs are always surfaced in the most efficient layout for your team.

Reports

Build CRM reports and dashboards that combine mass email performance data with sales pipeline and support metrics for a complete picture of communication impact.

Documents

Manage CRM documents and email attachments including incoming email attachments that are automatically saved as Related Documents on Email-to-Lead records.

Tasks

Track CRM tasks and follow-ups linked to email activity so every message that requires action is connected to an assigned, trackable task within the CRM.

Notes

Add contextual notes alongside email logs to capture meeting summaries, call outcomes, and internal commentary that enriches the full communication record for every contact.

Get Started

Ready to Centralize Your CRM Email Settings and Never Miss a Message?

Set up templates, automate case creation, and launch targeted mass email campaigns—all inside one connected CRM platform. Book a demo and see Salesboom’s email tools in action.

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Questions? Call: 1-855-229-2043

Master CRM Email Settings to Communicate Smarter

Email Settings at a Glance