CRM + Email Integration
Connect your support email address to Yaeris so email sits in the same shared inbox as WhatsApp, Messenger, and every other channel -- one shared support inbox, not a bulk email-marketing tool.
Why does email need a CRM?
- A shared mailbox has no connection to what the same customer said on WhatsApp, Messenger, or Instagram.
- There's no tagging by issue type, so triaging a backlog means opening every message.
- Handover between agents means forwarding threads manually instead of a shared, visible history.
- Email templates usually live in a separate document, disconnected from the canned replies used on other channels.
Email alone vs. Email + Yaeris CRM
| Email alone | Email + Yaeris CRM | |
|---|---|---|
| Multiple agents | Shared mailbox, no ownership tracking | Any authorized agent works from the same shared inbox |
| Conversation history | Isolated to the mail client | Full cross-channel history attached to the customer record |
| Tagging & routing | Manual folders at best | Route conversations to the right agent or team instantly |
| Canned replies | Separate template document | Same canned-reply library used across every channel |
| Cross-channel visibility | Isolated to email only | Sits alongside WhatsApp, Messenger, and every other channel |
| Multi-brand support | One shared mailbox per brand, unconnected | Separate workspace per brand |
What can you do with Email inside the CRM?
Live shared inbox
Email arrives in real time, alongside every other connected channel.
Full cross-channel history
See a customer's WhatsApp and email history in the same place.
Tagging & assignment
Route emails to the right agent or team, same as any other channel.
Canned replies & knowledge base
Reuse the same pre-written answers across email and messaging.
Separate inboxes per brand
Multi-brand businesses run support@brandA.com and support@brandB.com in separate workspaces.
Local Malaysia data hosting
Email conversation data stays hosted inside Malaysia.
Who uses the Email integration?
See the full picture before replying
An agent answering a WhatsApp follow-up can see the original email that started the conversation.
Don't drop formal inquiries
Email inquiries get tagged and assigned the same way a WhatsApp lead would be.
Keep every brand's inbox separate
support@brandA.com and support@brandB.com never mix, even under one CRM account.
How do you set up Email?
Connect your support email address
e.g. support@yourbrand.com
Set agent access
Decide who sees incoming email versus other channels.
Import canned replies
Fold existing email templates into the CRM's canned reply library.
Go live
Email behaves like any other connected channel from here on.
How much does the Email integration cost?
Email is included as one of the channels on the Yaeris CRM plan, not a separate add-on.
Frequently Asked Questions
What is a CRM with email integration?
It's a platform where your support email connects into the same workspace as your messaging channels, so email arrives into a shared inbox with the same tagging, assignment, and history tools.
Is this an email marketing tool?
No. This is a shared support inbox for one-to-one conversations, not a bulk email-marketing or newsletter tool.
Can agents see WhatsApp and email history together?
Yes. Agents see a customer's full conversation history across channels, including past emails, in one place.
How do multi-brand companies keep email separate?
Each brand gets its own workspace, so support@brandA.com and support@brandB.com never mix.
Do I need to stop using my existing mail client?
No, but day-to-day replies happen inside the CRM's shared inbox once connected, so agents don't need to check a separate mail client too.
Is my email conversation data secure?
Conversation data is hosted locally in Malaysia rather than routed through overseas third-party infrastructure by default.
Bring Email into one shared inbox
See how Email fits alongside every other channel in Customer Relationship Management Software.
Get Started