The Difference Between the SMBcrm Email System and Providers Like Gmail or Microsoft 365

TL;DR: Can I Use SMBcrm as My Email Provider?

You can send and receive emails within SMBcrm, but it does not function as a standalone email provider. It works best alongside services like Gmail or Microsoft 365.

How SMBcrm’s Email System Works

SMBcrm’s email system is built for businesses that need to track and organize communication with customers effectively. Its primary function is to log emails sent and received and automatically associate them with the relevant contact records. This provides your team with a centralized view of all interactions.

However, SMBcrm is not a standalone email service. It does not operate as a POP/IMAP email account, meaning it won’t replace tools like Gmail or Microsoft 365. Instead, SMBcrm enhances your existing email setup by integrating email tracking directly into your CRM workflow.

Mobile Integration with SMBcrm

SMBcrm includes a mobile app that allows you to:

• Send and receive CRM-related emails.
• View and manage communication histories tied to contact records.
• Stay updated on email interactions while on the go.

It’s important to note that SMBcrm’s email system does not integrate directly with native email clients like Apple Mail or Outlook. To access your CRM emails on mobile, you’ll use the SMBcrm app. For non-CRM emails, you’ll continue using your preferred email client, such as Gmail or Microsoft 365.

How Gmail and Microsoft 365 Operate

Gmail and Microsoft 365 are full-service email platforms offering features like:

• Support for POP/IMAP, allowing you to use native apps like Apple Mail or Outlook.
• Advanced spam filtering and extensive storage capabilities.
• Integration with calendars, contacts, and cloud storage for comprehensive communication management.

These platforms are ideal for general business and personal email needs but don’t inherently track communication within a CRM. That’s where SMBcrm integration comes in.

How SMBcrm Integrates with Gmail and Microsoft 365

By integrating Gmail or Microsoft 365 with SMBcrm, you get:

• Automatic tracking of emails sent and received through these platforms within the CRM.
• Emails linked to specific contact records for a complete communication history.
• Seamless workflows that combine the strengths of both systems.

With this integration, you can use Gmail or Microsoft 365 for everyday email while leveraging SMBcrm to track and organize customer communications.

Key Differences at a Glance

Conclusion

SMBcrm enhances your email workflow by focusing on tracking and organizing communication within the CRM. While it’s not a standalone email provider, its integration with Gmail or Microsoft 365 ensures you maintain full email functionality alongside advanced CRM features.

Ready to take your email and CRM integration to the next level? Explore SMBcrm and see the difference for yourself.