How to Send and Receive Email in OneSuite 

Manage client email communication directly from the CRM without switching to an external inbox 

Overview  #

Once your Gmail or Outlook account is connected to OneSuite, you can send and receive emails from within the platform. Emails are accessible from People, Companies, and Clients records, keeping all communication in context alongside your CRM data. 

Note: You must connect a Gmail or Outlook account before sending and receiving emails in OneSuite. See the Gmail Integration or Outlook Integration guides to get started. 

Sending an Email  #

To send an email from a CRM record: 

1. Open a record in People, Companies, or Clients. 
2. Click on the Emails tab on the right side of the record. 
3. Click Compose. 
4. In the From field, select which connected email address you want to send from. 
5. Add recipients in the To field. You can also add up to 5 CC recipients if needed. 
6. Enter a Subject. 
7. Write your message in the body, or select an existing Email Template to populate the content automatically. 
8. Click Send. 

Receiving Emails  #

Incoming emails from clients and contacts are automatically surfaced within their corresponding records in OneSuite. When a contact sends an email to your connected inbox, it will appear in the Emails tab of their People, Companies, or Clients record. 

This eliminates the need to search through your external inbox by the client’s email address – all relevant correspondence is visible directly within OneSuite alongside the rest of the client’s information. 

Summary  #

OneSuite’s email integration brings your inbox into the CRM, allowing you to send and receive emails from People, Companies, and Clients records without leaving the platform. Compose emails from any record, add up to 5 CC recipients, and use saved templates to speed up communication. 

If you have feedback or suggestions for improving this feature, please reach out to the OneSuite support team.