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Real Geeks Email Inbox Overview

How to Use the CRM Email Inbox to Manage Client Conversations

To view your email conversations with contacts in your CRM, you will need to first set up your email integration.

The CRM Email Inbox is your CRM’s personal inbox for managing direct email conversations with your leads. It allows you to view incoming and outgoing one‑to‑one emails in one organized place, so nothing slips through the cracks. This tool is designed to help you stay consistent, professional, and responsive as you nurture relationships and move leads through your pipeline.

Need to Know

  • The CRM Email Inbox shows direct emails only, not automated emails like Saved Searches, Market Reports, or Workflow emails

  • You can filter emails by Incoming, Sent, Unread, and Sent Today

  • You can bulk manage emails using the checkboxes and Actions button

  • You can send new emails and apply CRM Email Templates directly from the inbox

Table of Contents

What Is the CRM Email Inbox?

The CRM Email Inbox centralizes your direct client email communication inside the CRM. It displays both incoming emails from leads and outgoing emails you’ve personally sent.

This inbox does not include automated system emails such as:

  • Saved Search emails

  • Market Report emails

  • Workflow emails

By keeping direct communication separate from automation, you can clearly track real conversations and respond quickly. This helps you maintain strong follow‑up habits and deliver a better client experience.

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How to Filter and View Emails

Use the filter options to quickly organize your email view based on what needs attention.

email-inbox-email-filters

Available filters include:

  • Incoming

  • Sent

  • Unread

  • Sent Today

If you are a Site Owner or have an Admin role in the CRM, you can also access:

  • ALL Incoming

This view includes emails being sent to members of your team, giving leadership visibility into client communication and helping ensure consistent follow‑up.

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How to Manage Emails in Bulk

You can manage multiple emails at once using the checkboxes to the left of each message.

To take action on several emails:

  1. Check the boxes next to the emails you want to manage

  2. Click the Actions button

    email-inbox-actions

  3. Choose the action you would like to apply

Bulk actions include:

  • Delete

  • Mark as Read

  • Mark as Unread

This makes it easy to keep your inbox organized and focused on priority conversations.

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How to Search for Emails

Use the search field to quickly locate specific conversations.

email-inbox-searchYou can search by:

  • Lead name

  • Email address

  • Keywords within the email

This feature is especially helpful when referencing past conversations before a call, appointment, or follow‑up.

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How to Send a New Email

To send a new custom email from the CRM Email Inbox:

  1. Click New Email

    email-inbox-new-email

  2. Enter the lead’s email address (Add any additional CC recipients if needed)

  3. Enter a subject line

  4. Write your message or apply a CRM Email Template

  5. Send the email

Using a CRM Email Template allows you to apply a saved message draft for faster communication. Templates help you stay consistent while still personalizing your message when needed.

Consistent, timely communication builds trust. The CRM Email Inbox keeps everything in one place so you can respond quickly and confidently.

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Frequently Asked Questions

  • Does the CRM Email Inbox show automated emails?
    No. It only shows direct incoming and outgoing emails between you and your leads. Automated emails like Saved Searches, Market Reports, and Workflows are not included.

  • Can I see my team’s emails?
    If you are a Site Owner or Admin, you can use the ALL Incoming filter to view emails being sent to your team.

  • Can I delete multiple emails at once?
    Yes. Use the checkboxes to select multiple emails, then click the Actions button to delete or update their status.

  • Can I use saved templates when sending emails?
    Yes. You can apply a CRM Email Template when composing a new email to save time and maintain consistency.

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