01Email from your own address
Connect your mail server (quick setup for Gmail, Outlook, Zoho, Hostinger, Brevo and SendGrid) and test it in one click. Emails go out from you, and every send, including failures and the server's reason, is on the lead's timeline.
02Replies come back to the CRM
Connect the same mailbox over IMAP and replies to your emails appear in Outreach, threaded per contact with unread counts. Only replies to emails sent from TracelyCRM are brought in; the rest of your inbox stays private.
03WhatsApp without an API account
Open a pre-filled WhatsApp chat with any lead, on your phone or WhatsApp Web, from a template. No WhatsApp Business API account is needed, and the send is logged.
04Templates and AI drafts
Email and WhatsApp templates with variables from any form answer, such as {{first_name|there}} or {{city}}, with a live preview. AI writes new templates, drafts replies and improves your draft, in the lead's language and your business's tone.
05How it works
- 1Connect your mailbox
SMTP to send, IMAP to bring replies back.
- 2Save templates
Write them, or generate them with AI.
- 3Reach out
From a lead, the work queue, or New email.
- 4Reply in context
Replies stay in the thread, with AI drafts on hand.
06Questions
Do emails come from my address?
Yes. They are sent through your own mail server, so replies land in your inbox and your domain's reputation is your own.
Can TracelyCRM read my whole inbox?
No. Only message headers are checked, and only replies to emails sent from TracelyCRM are downloaded.
Do I need the WhatsApp Business API?
No. Messages open as a pre-filled WhatsApp chat that you send yourself.
Can reps see each other's emails?
Reps see threads of their own leads and emails they sent; owners and managers see everything.