Write an email to a contact from their profile

If you've set up your own SMTP (in «My account»), from the contact's profile (CRM) you can write them an email with a full editor, without leaving the platform: rich text (bold, links, colors, lists), insert images from your library, personalization variables ({{cliente}}, {{asesor}}, {{agencia}}) and link a proposal by searching its title. You pick the sender («My email» or «Agency email»), it's sent with your agency's branding (and your signature, if you have one) and it's logged in the contact's history. Replies reach the chosen sender.

1. 1Open the contact's profile in «CRM».
2. 2Click the «Email» button (top, next to WhatsApp and «New proposal»).
3. 3Choose the sender, write subject and message; use the toolbar for images, variables or «📄 Propuesta» to link one.
4. 4Click «Send». It will show up in the contact's history as a sent email.

Consejo: If you haven't set up your own SMTP yet, the «Email» button opens your mail app (mailto:) as before; set it up in «My account» to write from within the platform with the full editor. The contact needs an email address.