Organization email connects your company's mail server to AgentticCRM. From then on, proposals, invoices, reminders and invitations leave from your own address, with your logo on them, and your client replies to a mailbox your team reads every day.
The AgentticCRM Organization email screen inside Settings, with fictitious data: the What leaves from where card, which says for proposals, invoices and payments, support and meetings, and everything else which of the organization's addresses each one leaves from today, and the table of sending channels with the Channel, Sends from, Carries and Connection columns. Sales sends the proposals and Billing the invoices, each from its own address; General is the default channel; Help desk failed its connection test and shows the mail server's answer, so in the meantime support mail leaves through General.
You keep the mail provider you already have. You give AgentticCRM your outgoing server details and, from that moment, it writes through it. Whoever receives the message sees your domain, not that of some tool they have never heard of.
You can register several addresses and say what each one handles: sales, billing, client service or internal mail. If one has no assignment, the address you marked as the default does the sending.
Under Settings, Email, you type the address, the display name you want and the server details your provider gave you.
AgentticCRM talks to your server right then and tells you whether it accepts the password. Until that check passes, the address sends nothing: it never debuts on a client's invoice.
A real message goes out, with your logo and your footer, to your own mailbox. You see exactly what your client will see, before they see it.
You mark what each one handles and which one sends by default. A card sums up, for every kind of mail, which address will be sending it today.
It is built that way on purpose: if your server has a bad day, getting back into your account still works.
Your organization's logo and name sit at the top, and your website and contact address close it at the foot.
Proposals leave through the sales address and invoices through the billing one, with nobody having to remember to pick it.
You choose which mailbox your client answers to, even when the message went out from a different address.
A meeting invitation leaves from the mailbox of whoever called it or, if they have none of their own, from your organization's address. Never from one nobody answers.
That address gets flagged with the explanation the server itself gave, and stops being used until you fix it and test it again.
Which address each message left from and what the server answered are both kept, so a failed delivery is something you see instead of guess.
A single card tells you, for sales, billing, service and internal, which address will send today and which one still goes through ours. What is left to connect shows at a glance.
No. You stay with the one your company already uses and hand AgentticCRM the outgoing details that provider publishes. Your mailbox, your folders and your history stay where they are.
This screen is for sending. What comes in is handled in the inbox and WhatsApp feature, where each person connects their own mailbox and works their conversations with the team.
Everything still goes out, from the AgentticCRM address, and your clients receive it without trouble. What changes when you connect yours is who the message appears to come from and who they reply to.
Only whoever holds the permission to administer the organization's email. The server password is stored encrypted and never shown on screen again: whoever comes later sees that it is set, not what it is.
Yes, that is the idea. Sales, billing, service and internal mail can leave through four different addresses, and there is always a default one for whatever fits none of them.
Yes. If it answers a ticket publicly or invites people to a meeting, that email takes the same path as when someone on your team does it: it leaves from your organization's address, with your logo.
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.