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Email/SMTP Configuration

How to Configure SMTP Email Settings in 360 Cloud CRM

Email notifications are an essential part of 360 Cloud CRM, including lead alerts, proposals, invoices, password resets, and system notifications. Follow this guide to correctly configure SMTP email settings and ensure reliable email delivery.

Step 1: Open Email Settings

  1. Log in to your 360 Cloud CRM Admin Panel

  2. Navigate to:
    Settings → Email Configuration → SMTP Settings

Step 2: Select Email Protocol

Choose the email protocol as:

  • SMTP (Recommended for reliability and security)

Other options like Gmail OAuth or Microsoft OAuth can be used if required, but SMTP is ideal for business email services.

Step 3: Configure SMTP Details

Use the following standard SMTP configuration fields:

Setting Value
Email Encryption TLS
SMTP Host smtp-relay.brevo.com
SMTP Port 587
From Email Address [email protected]
SMTP Username Provided by your SMTP service
SMTP Password SMTP API key / password
Email Charset utf-8

Make sure the From Email Address is verified in your SMTP provider dashboard.

Step 4: Optional Settings

BCC All Emails To

  • Add an email address if you want a copy of all outgoing CRM emails.

  • Example:
    [email protected]

Email Signature

Add a default signature that will appear at the bottom of system emails.

Example:

Best Regards, 360 Cloud CRM Team Powered by DigitalNext

Step 5: Save & Test

  1. Click Save Settings

  2. Send a test email from the CRM

  3. Confirm the email is delivered successfully

Common Troubleshooting Tips

  • ✔ Ensure SMTP credentials are correct

  • ✔ TLS encryption is enabled

  • ✔ Port 587 is open on your server (Firewall)

  • ✔ Domain SPF, DKIM & DMARC records are properly configured

  • ✔ SMTP daily sending limit is not exceeded

Need Help?

If you face any email delivery issues, contact the 360 Cloud CRM Support Team or your hosting provider for SMTP port access.

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