Salestrics Mail
Salestrics Mail is your workspace email at mail.salestrics.com. It is included on every plan. Your personal mailbox uses @mysalestrics.com, and attachment storage counts against your Workspace Drive allowance.
The organization inbox (for example summit-health@mysalestrics.com) is your Threadmail™ org-wide address for CRM record email threads. It is provisioned automatically at signup.
Email to Case and Email to Lead are not enabled by default. Create a shared mailbox in Mail Admin → Shared mailboxes (for example support-summit-health@mysalestrics.com) and assign Email to Case or Email to Lead.
Access Mail
- Sign in at mysalestrics.com.
- Open mail.salestrics.com, or use the Mail shortcut from your workspace when available.
- Your personal mailbox is provisioned automatically when your organization is created.
Personal mail only
Salestrics Mail shows your personal mailbox only. Record-specific email lives on CRM records as threads; organization inbox email creates Resolve cases.
| Channel | Where it lives | Purpose |
|---|---|---|
| Personal mail | mail.salestrics.com | Your individual inbox (counts toward Drive) |
| Record threads | CRM record pages | Email tied to a specific account, contact, lead, etc. |
| Organization inbox | Email-to-Case only | Inbound mail creates Resolve cases |
Configure an embeddable Web-to-Case form under Admin → Web-to-Case.
Composing and replying
- Click Compose or press
c. - Use To, Cc, and Bcc with pill-style recipients — type an address and press Enter or comma.
- Send waits 8 seconds on Salestrics mailboxes so you can Undo before delivery.
- Save draft is available for Salestrics mailboxes only.
- AI draft can generate a first pass from the compose panel or summarize open threads.
Gmail mailbox
If you connect Gmail under User Settings, you can read and send from your Gmail account inside Salestrics Mail.
- Gmail messages are fetched live from Google.
- Gmail compose sends immediately — Salestrics does not store Gmail drafts here.
- Use the refresh control in the sidebar when viewing Gmail.
Search
Search across your current folder on Salestrics mailboxes. Advanced filters:
| Filter | Example |
|---|---|
| Free text | invoice acme |
| From | from:customer@example.com |
| To | to:team@mysalestrics.com |
| Attachments | has:attachment |
| Date after | after:2026-01-01 |
| Date before | before:2026-06-30 |
Combine filters: from:acme has:attachment renewal
Attachments and storage
Mail attachments and message bodies count toward your per-user Workspace Drive quota. The Mail sidebar shows how much Drive storage you have used.
If you are near your limit, remove large attachments from Drive or upgrade your plan under Admin → Billing.
Bring your own domain (BYOD)
Launch, Runway, and Scale plans can route organization email through your own domain (for example mycompany.com) instead of @mysalestrics.com.
- Open Mail Admin from the Mail sidebar (requires the Mail administrator permission or org admin access).
- Add your domain and copy the DNS records shown (MX, SPF, DKIM, and recommended DMARC).
- Add those records at your DNS provider, then click Verify DNS.
- When MX, SPF, and DKIM pass, the domain becomes Active and your organization inbox moves to
{org-slug}@yourdomain.com.
Mail Admin is separate from Salestrics Admin — it only manages custom domains and mail DNS.
When a BYOD domain is added, Salestrics configures your domain for inbound and outbound mail automatically. DKIM is set up for you — no manual key management required.
Keyboard shortcuts
Press ? anywhere in Mail (when not typing) to open the shortcut reference.
| Key | Action |
|---|---|
c | Compose |
r | Reply |
e | Archive |
/ | Focus search |
j / k | Next / previous message |
? | Show shortcuts |
Esc | Close compose or return to the list on mobile |
Email-to-Case
Organization inbox mail ({org-slug}@mysalestrics.com or your custom domain) powers Threadmail™ record email on CRM records. Replies with [Ref: SR-…] in the subject or body are routed back to the record thread.
Email to Case and Email to Lead require a shared mailbox configured in Mail Admin → Shared mailboxes (for example support-{org-slug}@mysalestrics.com or sales-{org-slug}@mysalestrics.com). They are not enabled on the default org inbox.
How it works
- A customer emails your organization inbox address.
- Salestrics checks for new mail on a regular schedule.
- Each new message creates a Resolve case you can assign and track.
Web-to-Case forms
Configure embeddable forms under Admin → Web-to-Case (/admin/cases/web-form). Public embed URL: /embed/case/[token].
Troubleshooting
Mailbox still provisioning
If send fails with a provisioning message, wait a minute and try again. New workspaces provision personal mailboxes automatically during signup.
Email won't send
- Confirm the recipient address is valid.
- Check Drive storage in the Mail sidebar — large attachments can exceed your quota.
- For organization mail, confirm you selected the correct mailbox.
Gmail not loading
- Reconnect Google under User Settings with a Gmail-enabled account.
- Use Refresh Gmail in the sidebar.
- Read the error shown under the Gmail mailbox — re-authentication is required when Google revokes access.
Messages look like raw HTML
Salestrics Mail sanitizes HTML for security. If a message still looks wrong, forward details to support with the sender address and subject.
Related guides
- Workspace Drive — files and storage limits
- Plans and limits — Drive quotas by plan
- Getting started — account and workspace setup