Communication

SMTP (send from your email)

Send transactional email from your own address instead of the built-in service.

What you get

Send transactional email from your own address (Gmail, Outlook, custom server) instead of the built-in Resend service. Recipients see you@yourdomain.com as the sender, not a generic no-reply.

When SMTP is disabled, RemixCRM falls back to the built-in service. When enabled, every transactional email — contract sends, contract reminders, review requests, scheduled emails — goes through your SMTP server.

Setup

Gmail / Google Workspace

  1. Enable 2-Factor Authentication on your Google account
  2. Generate an App Password at myaccount.google.com → Security → App Passwords
  3. In RemixCRM Settings → Integrations → SMTP:
    • From Name — your business name
    • From Email — your Gmail address
    • SMTP Host — smtp.gmail.com
    • Port — 587
    • Use SSL/TLS — unchecked (STARTTLS)
    • Username — your Gmail address
    • Password — the App Password (not your regular Google password)
  4. Check Enable SMTP
  5. Save → click Send Test Email to verify

Outlook / Microsoft 365

  • Host — smtp.office365.com
  • Port — 587
  • Use SSL/TLS — unchecked (STARTTLS)
  • Username/Password — your Outlook credentials

Microsoft 365 may require enabling "Authenticated SMTP" on the mailbox at admin.exchange.microsoft.com → Recipients → Mailboxes → your account → "Manage email apps" → Authenticated SMTP.

Custom SMTP server

Use whatever values your host gives you. Most ports are 587 (STARTTLS) or 465 (SSL/TLS).

Test connection

After saving, click Send Test Email and enter an address to send to. RemixCRM will attempt to send via your configured SMTP server and report back. Success means your settings are good.

What gets sent through SMTP

When SMTP is enabled, all of these go through your server:

  • Contract send (link to sign)
  • Contract reminders (configurable schedule)
  • Review request emails (post-event)
  • Scheduled emails (the email-templates feature)
  • The "send test" button above

The contact form on your marketing site and admin notifications continue to use the built-in service — those aren't tied to a specific org.

CC settings

Below the SMTP section, CC Settings lets you automatically CC yourself on every email sent to clients. Useful for keeping a record in your own inbox of what RemixCRM is sending on your behalf.