IRM365
Personal Email Integration

Send CRM emails from the inbox your clients already recognize

Connect Gmail, Microsoft 365 or Outlook, and Zoho Mail to IRM365. Agents send lead and opportunity emails from their own address, receive replies in their normal inbox, attach the files a deal needs, and keep every send logged against the CRM record.

Feature Workflow

What this module helps your team do

A quick map before the detailed product proof. Jump to the area that matters most.

Connected Mailboxes

Give every agent a personal sender without losing CRM visibility.

Each user connects their own mailbox from Settings. Gmail, Outlook, and Zoho Mail remain personal to that user, while company email stays available as a fallback.

GmailOutlookZoho MailCompany email
app.irm365.com/settings/mail-accounts
IRM365 Mail Accounts settings with Gmail, Outlook, and Zoho Mail connection options
01Connect

Connect the mailbox each agent already works from

From Settings → Mail Accounts, a user can connect Gmail, Outlook or Microsoft 365, and Zoho Mail through the provider's secure consent flow. Connections are individual rather than tenant-wide, and more than one provider can be connected when an agent uses multiple mailboxes.

  • Connect Gmail, Outlook / Microsoft 365, or Zoho Mail per user
  • Approve send access through the provider's OAuth consent screen
  • Disconnect a mailbox at any time from Settings → Mail Accounts
  • Keep company email available when no personal mailbox is selected
app.irm365.com/settings/mail-accounts
IRM365 Connect
02Compose

Send from the lead or opportunity without rebuilding the context

Open the floating composer from a lead or opportunity, choose the sender, write or review the message, add attachments, and send. The recipient and record context are already connected, reducing the copy-and-paste work that causes follow-up to go unlogged.

  • Choose a connected personal mailbox or the shared company sender
  • Review and edit AI-assisted follow-up drafts before sending
  • Attach brochures, floor plans, offers, and supporting documents
  • Log the sent email automatically on the related CRM record
app.irm365.com/leads
IRM365 Compose
03Continue

Let replies return to the person who owns the relationship

Because the message is sent from the agent's connected address, the customer's reply returns to that same inbox. Agents continue the conversation in the tools they know, while IRM365 preserves the outbound activity that managers need for follow-up visibility.

  • Replies arrive in the connected agent mailbox
  • Personal connections are not shared with other CRM users
  • Use the right sender for introductions, viewings, offers, and document requests
  • Reconnect or revoke provider access when a user's setup changes
Connect anyGmailGmailOutlookOutlookZoho MailZoho Mail
Sent from IRM365LEAD-IM-1024

Still thinking about that dream home, Ahmad?

Customer replies
OutlookAli's own inboxNew
AKAhmad K.Re: Still thinking about that dream home?
Send-only access — IRM365 logs the send and never reads the mailbox.
Capabilities

Everything inside personal email sending

A send-first workflow for real estate follow-up: personal delivery, provider choice, attachments, and CRM accountability without turning IRM365 into another inbox.

Three personal providers

Connect Gmail, Microsoft 365 or Outlook, and Zoho Mail from one Mail Accounts workspace.

Per-user connections

Every mailbox belongs to the agent who connected it; other team members do not gain access.

Replies return to the agent

Messages use the connected address, so customer replies arrive in the responsible agent's inbox.

Attachment support

Send brochures, floor plans, payment plans, proposals, and other deal files from the composer.

CRM activity history

Every sent email is recorded as an activity on the related lead or opportunity.

User-initiated access

Connections are optional, use provider OAuth, and can be disconnected from Settings at any time.

FAQ

Frequently asked questions

IRM365 supports personal Gmail, Microsoft 365 or Outlook, and Zoho Mail accounts. Company email remains available as a fallback when an agent does not choose a connected personal mailbox.

Continue the workflow

IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.

Get started

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