---
title: "Staying Connected in ClearCRM"
description: "Explore how ClearCRM helps you manage email, chat, and automation tools to stay responsive and organized."
url: https://help.clearcrm.com/en/articles/11496940-staying-connected-in-clearcrm
collection: "Email Notifications"
updated: 2026-06-15
language: en
---

# Staying Connected in ClearCRM

Explore how ClearCRM helps you manage email, chat, and automation tools to stay responsive and organized.

**Staying Connected in ClearCRM**

ClearCRM gives you everything you need to stay connected—whether you're reaching out to leads, following up with customers, or collaborating with your team. Here’s how to make the most of your communication tools:

## Unified Inbox

Access the **Unified Inbox** by expanding **CRM** in the left-hand navigation menu. This is your centralized hub for all messages.

Inside the Unified Inbox, you can:

-   View **Starred**, **Sent**, **Unread**, and **Trash** emails
    
-   **Compose** and send new emails to leads, customers, or team members
    
-   **Sync external accounts** like Gmail or Outlook using IMAP for seamless integration
    

## Email Templates

Save time by using or creating **email templates**. You’ll find them under **CRM > Email Notifications** in the navigation menu.

You can:

-   Create reusable messages for quick replies, follow-ups, or campaigns
    
-   Maintain consistency across your team with shared templates
    

## Email Automation

ClearCRM allows you to automate communication using tools like:

-   **Email Triggers**: Send alerts when deals move stages or actions are taken
    
-   **Reminders** and **Email Timers**: Automate follow-ups and timed messages
    
-   **Special Emails**: Customize messages based on system activity
    

You can also adjust **system emails** like confirmations and notifications to reflect your tone and brand.

## SMTP & Email Log

Improve email deliverability by configuring your own **SMTP settings**. Every sent email—whether from a staff member or automation—is logged for full transparency and tracking.

## Built-in Chat

For real-time communication, use the built-in chat feature:

-   Accessible as a chat bubble from anywhere in ClearCRM or in full page via **Service > Customers Chat** or **Projects > Team Chat**
    
-   See which **staff members** or **customers** are online
    
-   Use it for quick answers, live collaboration, or support
    

Whether it’s through email, chat, or automation, ClearCRM makes it easy to stay connected and keep your team in sync.