Email inside your CRM workflow

Email is still where many relationships move forward. Your CRM should make sending and context easy—not a separate silo.

Provider options

Vertex CRM sends outbound mail through SMTP (for example Brevo or your provider). Set host, port, credentials, and From address via environment variables in production.

Compliance and trust

Use clear opt-in, honor unsubscribes, and keep sensitive content out of broad distribution lists. Your legal and privacy pages apply to outbound mail as well.