«Inbox» is your work email inside proposal.travel: you connect your mailbox over IMAP (incoming) and SMTP (outgoing) and handle emails without leaving the CRM. The point isn't yet another inbox — it's that every email is linked to the contact's record: opening a client shows their email thread next to their proposals, opportunities, tasks and notes — and you can write to them right there. If your team uses Gmail or Outlook, they keep using them as usual; the inbox just reads and sends through that same mailbox to give you the context in the CRM.
- 1Go to «Inbox» and click «Connect mailbox». Connect it with an app password over IMAP/SMTP: Gmail (with 2-step verification), Hostinger, IONOS, cPanel, Zoho… (Outlook/Microsoft 365 with Microsoft sign-in is coming soon.)
- 2Servers are guessed from your domain; if you use your own server with a mismatched certificate, tick «don't verify TLS certificate».
- 3The inbox syncs on its own every few minutes (incoming and sent) and sorts threads: unread, mine, unassigned, needs reply, waiting on customer, sent, drafts, starred, archived…
- 4Every email matching a CRM email is linked to its contact automatically; if not, you can link it by hand from the thread.
- 5Reply, reply-all or forward; attach files; star, assign to a teammate, archive, snooze or create a task from the thread.
- 6To write to a client, open them in the CRM and use the email button on their record (or the «Compose» button in the inbox): the «To» field doubles as the contact search.
Consejo: While writing you get an AI assistant that drafts, fixes, summarizes, expands, shortens, changes the tone or translates the email; and if you leave the inbox mid-way, the draft saves itself. You can also schedule a send (with undo) and save email templates. Each agent can connect their own mailbox.