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Setting Up a Business Email for CRM

To maximize email deliverability and professionalism, we recommend setting up a dedicated business email for CRM purposes. This ensures emails sent from the CRM appear to come from your business's domain. Here's a complete guide to setting up your email, configuring it for CRM use, and securely sharing credentials with us.

Why Use a Dedicated Business Email?

  1. Professionalism: Emails from addresses like [email protected] enhance your brand image.

  2. Security: Keeps your primary email secure by using a dedicated email for CRM activities.

  3. Organization: A separate email ensures clear separation of CRM communication from other business operations.

Suggested Email Formats

Here are some examples of email addresses you can use for CRM purposes:

Step-by-Step Guide to Setting Up a Business Email

1. Using Popular Email Hosting Providers

A. Google Workspace

  1. Visit Google Workspace and click Get Started.

  2. Enter your business domain and follow the setup wizard.

  3. Create a new email address like [email protected].

  4. Verify your domain by adding TXT or CNAME records as prompted.

B. Zoho Mail

  1. Go to Zoho Mail and sign up for the Business Email plan.

  2. Enter your domain details and verify ownership via DNS records.

  3. Set up your email like [email protected].

C. Microsoft 365

  1. Purchase a plan at Microsoft 365.

  2. Follow the setup process to connect your domain.

  3. Create a business email address, e.g., [email protected].

2. Configuring DNS Records

To ensure proper email functionality and prevent spam issues, configure the following records in your DNS settings:

A. SPF Record

  1. Log in to your domain registrar (e.g., GoDaddy).

  2. Add a TXT record with the following values:

    • Name: @

    • Value: v=spf1 include:_spf.google.com ~all (for Google Workspace) or refer to your email provider's documentation.

B. DKIM Record

  1. Obtain the DKIM key from your email provider.

  2. Add a TXT record:

    • Name: google._domainkey (for Google Workspace).

    • Value: The DKIM key provided by your email host.

C. DMARC Record

  1. Add a TXT record:

  2. Adjust the p policy to quarantine or reject for stricter enforcement.

Tutorial: Setting Up a Business Email on GoDaddy

  1. Log in to GoDaddy

    • Visit GoDaddy and log in to your account.

  2. Go to Email & Office Dashboard

    • Navigate to the Email & Office dashboard from your account settings.

  3. Purchase an Email Plan

    • If you haven’t already, purchase a Professional Email or Microsoft 365 plan.

  4. Set Up Your Email Address

  5. Verify Your Domain

    • Go to your DNS settings and add the required records (TXT, CNAME, etc.) for verification.

  6. Configure DNS Records

    • Add SPF, DKIM, and DMARC records as described above to ensure high email deliverability.

Sharing Credentials Securely

  1. Once you've set up the email, please share the following details with us:

    • The email hosting platform where you registered the email.
    • The email ID and its password.

    You can share these securely using a password manager or send to our support email ([email protected]. Once we complete the integration, all emails (e.g., customer communications, invoices, notifications) will be sent from the email address you provided.

    Rest assured, your information is safe with us and will only be used for CRM email purposes.

By following these steps, you'll have a professional and secure email setup for CRM operations. If you encounter any issues or need further assistance, feel free to contact our support team!

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