Email & SMTP

To send invoices, notifications, and emails directly from the CRM, you need to set up SMTP.

Configuring SMTP

1. Go to Settings > Email
2. Fill in your SMTP details:
   • SMTP Host — your email provider’s SMTP server (e.g., smtp.gmail.com)
   • SMTP Port — usually 587 (TLS) or 465 (SSL)
   • Username — your email address or SMTP username
   • Password — your email password or app-specific password
   • From address — the “from” address on outgoing emails
3. Click Save Changes

A green “Configured” badge appears when SMTP is set up correctly.

Common providers

Provider	Host	Port
Gmail	smtp.gmail.com	587
Outlook	smtp.office365.com	587
Resend	smtp.resend.com	587
Mailgun	smtp.mailgun.org	587

Note

For Gmail, you’ll need to create an App Password — your regular password won’t work if 2FA is enabled.

What uses email?

Once configured, the CRM can:

• Send invoices directly to clients
• Send email notifications (task assigned, invoice overdue, etc.)
• Send client portal magic link emails
• Send reminder nudges