Email

Inbox & Email

Inbox & Email brings your email communications into Everre so you can manage all correspondence alongside your CRM data — no switching between apps.

Inbox

The Inbox shows your email conversations synced from your connected email account. Messages are threaded by conversation and linked to CRM contacts when possible.

Connecting Your Email

To use the Inbox, connect your email account from Settings > Integrations. Everre supports:

  • Google Workspace (Gmail)
  • Microsoft 365 (Outlook)

Once connected, your sent and received emails sync automatically into Everre.

Reading and Replying

Click any conversation to view the full thread. Reply directly from Everre — your response is sent through your connected email account and appears in both Everre and your email client.

Contact Linking

Emails are automatically linked to CRM contacts based on email address matching. When you open a contact's detail panel, their Emails tab shows the full email history.

Email Templates

Create reusable email templates for common communications:

  • Prospecting emails — initial outreach to property owners
  • Follow-up sequences — multi-touch follow-up campaigns
  • Deal updates — status notifications for buyers and sellers
  • Marketing emails — property announcements and market updates

Templates support merge fields that automatically populate with CRM data:

  • Contact name and title
  • Property address and details
  • Deal stage and pricing
  • Your signature and contact info

Creating a Template

Navigate to Settings > Email Templates or create templates on-the-fly when composing an email. Each template includes:

  • Name — for your reference
  • Subject line — with optional merge fields
  • Body — rich text with merge fields and formatting

Email Sequences

Sequences are automated multi-step email campaigns:

  1. Define a series of emails with specific timing between each
  2. Add contacts to the sequence
  3. Emails are sent automatically on schedule
  4. Contacts are removed from the sequence when they reply

Sequences are perfect for:

  • Owner outreach campaigns (cold to warm)
  • Follow-up after property tours
  • Re-engagement with stale contacts
  • Drip campaigns for investor leads

Email Analytics

Track the performance of your emails:

  • Open rate — percentage of recipients who opened your email
  • Reply rate — percentage who replied
  • Bounce rate — undeliverable emails
  • Sequence performance — which steps get the most engagement

Composing Emails

You can compose emails from multiple places:

  • Inbox — click Compose for a new email
  • Contact detail panel — from the Emails tab, compose to that specific contact
  • Workflow nodes — Send Email automation nodes compose and send programmatically

When composing, you can:

  • Select a template to start from
  • Use merge fields for personalization
  • Attach files from your Files library
  • Schedule send for a specific date/time

Tips

  • Templates save time — create templates for every recurring email type so your team sends consistent, professional communications
  • Merge fields — always use merge fields instead of typing contact details manually — they stay accurate as your CRM data changes
  • Sequence timing — space sequence emails 2-3 business days apart for prospecting, 1 week for follow-ups
  • Track opens — use open tracking to identify warm leads who are engaging with your emails
  • Reply detection — sequences automatically pause when a contact replies, preventing awkward double-outreach