Email & Communication

Email

Setup

Configure email sending in Settings → Email Configuration:

• SMTP Host — Your email server (e.g., smtp.gmail.com)
• Port — 587 (TLS) or 465 (SSL)
• Username — Your email address
• Password — App-specific password (for Gmail, generate in Google Account)
• From Name — Display name in emails
• From Email — Sender email address

Sending Emails

From a Lead/Contact:

1. Open any record → Click the Email icon
2. Compose: To, Subject, Body
3. Attach files if needed
4. Click Send

Bulk Email:

1. Select multiple records in list view
2. Actions → Send Email
3. Choose a template or compose
4. Send to all selected recipients

Email Templates

Create reusable templates:

1. Go to Settings → Email Templates
2. Click + New Template
3. Fill in:
   • Template name
   • Subject line
   • Body (rich text editor)
   • Variables: , ,
4. Save template

Common templates:

• Welcome/Introduction
• Meeting follow-up
• Proposal sharing
• Payment reminder
• Thank you / feedback request

Email Tracking

• Opens — Know when recipients open your email
• Clicks — Track link clicks within the email
• Delivery status — Sent, Delivered, Bounced
• Activity logged on the contact timeline

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Calling

Setup

Configure calling in Settings → Calling (TeleCMI/PIOPIY):

• Agent User ID
• Agent Password
• SBC URI (provided by TeleCMI)
• Caller ID (your displayed number)
• Region

Making Calls

1. Open any lead/contact
2. Click the Phone icon
3. Call connects through your browser (WebRTC)
4. Call auto-logged with duration and recording (if enabled)

Call Logging

Every call records:

• Date and time
• Duration
• Outcome (Connected, No Answer, Busy, Voicemail)
• Notes (added after call)
• Recording link (if enabled)

Click-to-Call

• Phone numbers across the CRM are clickable
• One click initiates the call
• No manual dialing needed

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SMS

Sending SMS

1. Open a lead/contact → Click SMS tab
2. Type your message (160 char limit per segment)
3. Click Send

SMS Templates

Pre-configured messages for common scenarios:

• Appointment reminder
• Payment due notification
• Thank you message
• Verification OTP

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Communication Timeline

Every interaction is logged in the contact's timeline:

• 📧 Emails sent and received
• 📞 Calls made (with duration and notes)
• 💬 WhatsApp messages
• 📱 SMS sent
• 📝 Notes added
• 📅 Meetings logged

The timeline gives a complete 360° communication history for every lead/contact.

Multi-Channel Communication from One Place

From any lead or contact detail page, you can:

• Send Email
• Make a Call
• Send WhatsApp
• Send SMS
• Log a Meeting
• Add a Note

All from the Communication Tabs at the bottom of the record.

Tips

• Use templates for consistent messaging
• Log every interaction — builds a complete customer story
• Track email opens — follow up with engaged recipients
• Set follow-up tasks after every call
• Use WhatsApp for quick responses — higher open rates than email