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CRM Email Management

Your Emails and Your CRM Were Never This Connected

Open any Lead, Contact, Deal, or Company profile in Bit CRM and see every single email conversation with that person right there. No inbox switching. No searching. Just full context, always one click away.
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See How it’s Work
smtp icon

SMTP

Set it up and send emails from any record immediately. IMAP not needed.
To Send
imap icon

IMAP

Connect your mailbox and Bit CRM pulls your emails in. So incoming replies show up right on the record.
To Receive
email-overview

SMTP

Send from Any Record

IMAP

Pull Replies Automatically

3+

Gmail · Zoho · Any Provider

Multi

User IMAP Accounts
The Important Part

SMTP Sends, IMAP Receives Both Are Supported by Bit CRM

A lot of people assume you need a complicated email setup before a CRM is useful. Not here. These two settings do completely different jobs and you can turn them on independently, in whatever order suits you.
smtp icon

SMTP

Set it up and send emails from any record immediately
To Send
SMTP is what lets Bit CRM send email on your behalf. Connect it once, and the Compose button inside every Lead, Contact, Deal, and Company profile goes live.
  • Send emails from any record profile instantly
  • Emails go out from your own address and domain
  • Every sent email is logged in the record with a "sent" status
  • Works completely on its own — no IMAP required
imap icon

IMAP

Add this when you want replies pulled in too
To Receive
IMAP is what lets Bit CRM pull your emails in. Connect your mailbox once, and incoming messages get fetched so your conversation history shows up right on the record.
  • Connect your mailbox using IMAP settings
  • Connect Gmail, Zoho, or any other mailbox to pull all email conversation
  • Users can keep a mailbox private
  • Turn it on anytime — it works on its own
To be clear: you do not need IMAP to send emails through Bit CRM. With SMTP alone, you can compose and send from any record right away, and every email you send is logged in that record. IMAP is purely about the other direction — bringing received replies into the profile so the conversation reads as one thread instead of half a story.
Core Features

Everything You Need to Handle Email Without Leaving Your CRM

A lot of people assume you need a complicated email setup before a CRM is useful. Not here. These two settings do completely different jobs and you can turn them on independently, in whatever order suits you.
smtp icon

Send Emails with SMTP Alone

Connect SMTP and start sending from any Lead, Contact, Deal, or Company profile immediately. No IMAP setup, no waiting, no extra configuration to get moving.
imap icon

Pull Received Emails with IMAP

Once IMAP is connected, every email received from a contact is pulled into that contact's profile automatically — so you see both sides of the conversation in one place.
multiple account holder

Multiple IMAP Accounts per Team

Each CRM user can connect their own IMAP account. Pick an account from the dropdown inside the Emails tab and Bit CRM pulls the emails tied to that specific account.
dynamic CRM field values

Rich Text Composer with Dynamic CRM Field Values

Hit Compose inside any record for a full editor Bold, Italic, Underline, Strikethrough, alignment, blockquote, ordered and bullet lists, links, images, and clear formatting. The standout: type # in the message body to insert any CRM field value the contact's name, deal title, company, and more. Personalize every email in seconds without retyping what your CRM already knows. Attach files too.
private or shared IMAP settings

Private or Shared IMAP Settings

Decide whether an IMAP connection stays private to you or can be used by other CRM users to fetch emails. One radio button, full control over who reaches which inbox.
attachments in Emails

File Attachments in Emails

Attach documents, images, or files in the Compose panel before sending — right from the record profile. Proposals, invoices, and contracts go out without switching apps.
Emails in one click

Read Full Emails in One Click

Click any email in the list and the full message opens in a clean slide panel — From, To, Date, Subject, and the complete body. No page reload, no lost context.
search & filter conversations

Search & Filter Conversations

Search emails by name or address inside the Emails tab, and use the filter dropdown to switch between all emails and only those sent via CRM.
attachments in Emails

Status Tracking on Every Email

Each email shows a clear status badge alongside Subject, Date, and Sent By — so you always know what went out, when, and from which account.
Why teams switch to Bit CRM

Open a Profile. The Whole Conversation
Is Already There.

Most sales teams jump to Gmail, search a name, and scroll to find where things left off. Bit CRM ends that. Emails you send via SMTP log instantly, and IMAP pulls the replies right back so, you open a contact, click Emails, and see the whole thread. One click, no searching.
contact_profile
The full conversation, right where your CRM data already lives.
Start with SMTP today and get sending. Add IMAP whenever you want the replies flowing in too.
IMAP Settings

Every Team Member Can Connects Their Own Inbox

Sales teams don't share one email address, and Bit CRM doesn't pretend they do. Each CRM user can add their own IMAP connection with a title they'll recognize. Inside the Emails tab, pick an account from the dropdown and Bit CRM pulls the emails tied to that account for the record you're viewing.

Connect Gmail, Zoho Mail, or Any Provider

When you add an IMAP connection, give it a title, pick your platform, and enter your app password. Gmail and Zoho Mail are ready to go out of the box, and the "Other" option covers any standard IMAP provider you use.

Once connected, the account appears in the dropdown inside every record's Emails tab. Select it, hit Sync Imap Emails, and the received emails for that record are pulled in
gmail
Gmail
zoho mail
Zoho mail

other any IMAP provider
Other any IMAP provider
IMAP Configuration

Private Settings Who Can Use This Connection?

Every IMAP connection has a Private Settings option. It decides one thing: whether other CRM users are allowed to use this connection to fetch emails.

Private: Yes

Every IMAP connection has a Private Settings option. It decides one thing: whether other CRM users are allowed to use this connection to fetch emails.

Private: No

Share it with the team. When Private is off, other CRM users can also use this connection to fetch emails, so it's available across your team.
Works Across All Modules

The Emails Tab Lives Inside Every Record Profile

There's no separate inbox page to visit. Wherever you have a record — Leads, Contacts, Deals, or Companies — the Emails tab is right there in the profile, showing the conversation for that record and nothing else.
lead profile

Lead Profile

Send to a lead with SMTP, and see their replies pulled in once IMAP is connected.
contact profile

Contact Profile

The full back-and-forth with a contact, kept together in one place inside their profile.
deal_profile

Deal Profile

Email the deal owner directly from the deal, and keep the whole thread attached to it.
company_profile

Company Profile

Email tied to a company account handy when several contacts sit under one business.
Compose & Send

Write Personalized Emails from Any Record SMTP Is All You Need

Found the contact or deal you need to email? Hit Compose. A full editor slides in. Write it, personalize it with CRM data using #, attach files, and send. No IMAP required for any of this.

A Full Email Editor, Right Inside the Record

There's no need to open Gmail or Outlook to send a message. The Compose panel inside Bit CRM gives you a complete rich-text editor with all the formatting you'd expect, inside the record you're already looking at.

The # shortcut is where it gets fast. Type # in the message and pick a CRM field the contact's name, the deal, the company and it drops straight in. Personalized emails for every lead, with no extra typing.Sending a contract or proposal? Attach it with Add Attachments. The email and its attachment are logged in the record the moment you send.
A full email editor
How It Works

Full CRM Email in 4 Simple Steps

Simple to configure. Powerful the moment it's live. Here's how to go from setup to full email visibility across all your CRM records.
01
Required to Send

Connect SMTP

Go to SMTP Settings in Bit CRM and enter your email account details. Works with Gmail, Zoho Mail, Outlook, and any standard provider. One-time setup.
02
Required to Send

Compose Any Record

Open a Lead, Contact, Deal, or Company, click the Emails tab, and hit Compose. Write, use # for CRM fields, attach files, send. It's logged in the record instantly.
03
Required to Receive Email

Add Your IMAP Account

In IMAP Settings, add a connection: give it a title, pick Gmail, Zoho Mail, or Other, enter your app password, and choose whether it stays private to you.
04
Required to Receive Email

Pull In Received Emails

Pick your account from the dropdown in the Emails tab and hit "Sync IMAP Emails". Received messages for that record are pulled in, completing the conversation.
FAQ

Frequently Asked Questions

Common questions about Bit CRM, Email and IMAP

Yes. Once SMTP is set up, you can hit Compose inside any Lead, Contact, Deal, or Company and send an email right from that record. No need to switch to your inbox.

You can. Bit CRM keeps an Emails tab inside every record, so you see the full conversation with that person right there, nothing else mixed in.

Bit CRM works with Gmail, Zoho Mail, Outlook, and any standard email provider. So you can connect the mailbox you already use.

Yes. Every IMAP connection has a Private option. When it's on, that connection stays limited so other CRM users can't use it to fetch emails — so your mailbox stays yours.

In IMAP Settings inside Bit CRM, add a connection, give it a title, pick your provider (Gmail, Zoho, or Other), and enter your app password. After that, Bit CRM can fetch your emails into your records. We have documentation on it; you can check it out.

Once IMAP is connected, pick your account in the Emails tab and hit Sync. Your received messages for that record get pulled in, completing the full two-way conversation.

No. Sending works through SMTP on its own. IMAP isn't needed for that. You only add IMAP when you also want to pull in the replies you receive.

You can. Bit CRM lets you add and manage multiple IMAP connections, so you're not limited to a single account.

Yes. Since Bit CRM works only in your WordPress admin area, it doesn't interfere with how your site looks or loads. That means it works smoothly with Elementor, Divi, Gutenberg, Bricks, and any theme you're using — without conflicting with your other plugins.

team user

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