Send and schedule CRM emails

Choose a company audience, preview a branded email, and send it now or on a schedule.

Set Your Email Identity

A firm owner or admin can send CRM emails. Open CRM > Settings > Email delivery, enter From name and Email signature, and select Save email settings. The signature is plain text. Your firm's branding is applied to the email automatically.

These settings change the displayed name and signature. They do not configure a different sender email address. Replies return to the matching Client Request.

Compose An Email

Open CRM > Communications > Send email.

Choose an Audience group or a tag under Or tag.
Choose a Template, or leave Start from scratch selected.
Enter an Internal name, Subject, and Message.
Select Preview recipients or Review and send.

Previewing saves a draft and calculates its audience. It does not send the email. Use the Desktop and Mobile preview controls to inspect the copy. After changing the message or audience, preview again before sending.

Light-theme CRM email composer with a fictional message, recipient count, and delivery controls

Check The Audience

Emails go to the companies' designated CRM primary contacts. Missing contacts, suppressed addresses, and duplicate email addresses are excluded. Check the recipient and exclusion counts before proceeding. When several tags are required by the selection, a company must match all of them.

Use Manage companies in CRM to correct contact details or organize the tags behind an audience.

Send Or Schedule

Choose one delivery option after previewing:

Send now sends after you select Send to [count].
Once on a date schedules one send at the selected date and time.
Quarterly schedules recurring quarterly delivery from the selected date.

For either scheduled option, choose the date and time and select Schedule email. Confirm the audience and content before taking this action.

The audience is recalculated when each send starts, including quarterly runs. Changes to tags, groups, primary contacts, or suppressed addresses can change who receives a scheduled email. A recipient preview does not freeze the list.

Reuse Copy And Follow Results

Open Templates > New template to save a name, subject, and message for reuse. History & schedules shows campaign state, scheduling information, and the available run counts. A queued campaign has been accepted for sending; that status alone does not confirm delivery to every recipient.

Read replies in Client Requests, where each company's conversation stays together.