If you use one email for existing clients and another for new business, your CRM needs to sync with both.
In OnePageCRM, you can now sync two email accounts and manage both from inside your CRM.
About this feature
- Sync two email accounts with your CRM.
- See emails from both accounts on the contact pages and Email page.
- Choose which address to send from.
- Use multiple email sync to bring all client communication to your CRM.
When to use multiple email sync
Once email accounts are synced, emails from both appear on your contact pages and in the CRM's Email page.
Use multiple email sync for separating client communication from prospecting, managing shared inboxes, or handling different brands.
1. Centralized data
Many salespeople use one address for cold outreach and another for ongoing client relationships.
Without both accounts synced, the CRM misses half the communication. To get a full picture, you end up checking two inboxes separately.
With both email accounts in OnePageCRM, all emails show up on the relevant contact pages.
2. Multiple inboxes
Some businesses have a shared inbox like info@ or sales@ alongside each team member's personal address.
If only one is synced, emails sent from the shared address don't appear in the CRM.
Sync both, and the full picture is always there, regardless of which address was used.
3. Multiple brands
If you run more than one business or operate under different brand names, you likely have separate email addresses for each.
Syncing both lets you manage relationships across brands from a single CRM account.
When composing an email, just pick the right address from the drop-down.