Mail

Your mailbox, next to your clients

Connect the mailboxes you already use over IMAP/SMTP and work with email next to your leads, contacts and orders. OrgLines syncs your mail, can sort incoming messages with AI and adds scheduled sending, snooze, labels and bulk clean-up — your mail provider stays the same.

Who it is for

  • Teams that answer clients by email every day
  • Owners with several mailboxes and too many newsletters
  • Sales managers who want the correspondence next to the client card
  • Companies that want to keep their current mail provider

Email is still where most client work happens: requests, quotes, confirmations, complaints. In OrgLines mail is not a separate program but part of the workspace. You connect your company and personal mailboxes over IMAP/SMTP, the messages stay on your mail server and are synced into OrgLines. The first sync of a new mailbox usually takes up to a minute, and if new mail stops arriving, OrgLines tells you which mailbox is affected and when it last synced.

The advantage of having mail inside the CRM is context. Open a contact and you see your recent correspondence with that person; open an organization and you see the mail with that company. There is no need to search a separate inbox before a call or copy an email into a client card by hand.

For busy inboxes there is AI classification. It determines the category and urgency of a message and writes a short summary, so important letters stand out from newsletters and notifications. Classification runs on your own OpenAI key: you connect it, see the approximate cost per message and can set a monthly limit. If the AI notices signs of an attempt to manipulate it inside an email, the message is flagged so you treat its summary with care.

How to get started

  1. 01

    Connect a mailbox

    Add your IMAP/SMTP mailbox in the mailbox settings. You can connect several — for example a shared sales address and your own.

  2. 02

    Let the first sync finish

    Messages appear by themselves, usually within a minute. You do not need to reload the page.

  3. 03

    Organise the inbox

    Create labels in the sidebar, pin searches you use often and move mail between folders.

  4. 04

    Turn on AI sorting if you want it

    Connect your OpenAI key; new messages get a category, urgency and summary. Correct a category when it is wrong.

  5. 05

    Work through the day

    Reply, forward, schedule a message for later or snooze a letter until the day you need it.

  6. 06

    Clean up regularly

    Block senders, mute threads, and ask the assistant for a clean-up summary or to remove mail matching a filter — with your confirmation.

What you can do

01

Any IMAP/SMTP mailbox

Connect company and personal mailboxes; mail stays on your server and is synced into OrgLines.

02

Threads, folders and labels

Conversations are grouped into threads; add your own labels and move mail between folders. The folder and list panes can be resized.

03

Advanced and saved search

Search by sender name or address, show only messages with attachments, and pin a search you run often.

04

Compose with attachments

Drag files into a message — up to 25 MB per file and in total. Cc and Bcc work as expected, and replies keep the original quoted.

05

AI draft from your notes

Write a few notes in the message body and let the AI turn them into a finished letter that you review before sending.

06

Scheduled sending

Write now and pick a time in the future to send; a scheduled message can be cancelled before it goes out.

07

Snooze, flags and mute

Put a letter away until the day you need it, flag what matters and mute threads you no longer want to follow.

08

AI classification

Category, urgency and a short summary for each message, on your own OpenAI key with a visible cost estimate and a monthly limit.

09

Notes and activity on messages

Add internal notes to a message and see the history of what happened to it.

10

Remote images blocked

Images from external servers are not loaded until you choose to show them, which keeps tracking pixels out of your inbox.

11

Export and shortcuts

Download any message as an .eml file and move through the list with keyboard shortcuts.

AI classification, explained

Classification is optional and transparent. It uses your own OpenAI key, so the cost is billed by OpenAI to you and shown as an estimate before you run it. You can pause it, set a monthly limit or switch it off for your key at any time.

  • What you get: category, urgency and a short summary per message
  • Run it on demand for a single message with "Classify now"
  • When the monthly limit is reached, classification pauses until the next month
  • Correct a wrong category and the correction is recorded
  • Emails that look like attempts to manipulate the AI are flagged

Mail in the context of your clients

Every contact with an email address shows the correspondence found in your recent inbox, and every organization shows the mail with that company. Before a call you see the last messages; after it you can add a note in the same place.

The AI assistant can work with the same mail: list threads, prepare drafts, schedule or cancel a send, snooze, label or move messages. Sending always goes through your confirmation.

Storage and control for companies

You always see how much mail storage is used out of your limit. A company can allocate mail storage to each user; a user who belongs to several companies gets the sum of their allocations.

Plans: Mail is included in every plan, including Free. Compare plans

FAQ

Questions about Mail

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Is Mail included in the Free plan?

Yes, Mail is part of every plan, including Free.

Do I have to move my mail to OrgLines?

No. OrgLines connects to your existing mailbox over IMAP/SMTP; your provider and your addresses stay the same.

Can I connect more than one mailbox?

Yes. Company and personal mailboxes can be connected and managed in the mailbox settings.

What does AI classification cost?

It runs on your own OpenAI key, so OpenAI bills you directly. OrgLines shows the approximate cost per message, and you can set a monthly limit.

Can I use Mail without AI?

Yes. Threads, labels, search, scheduled sending and snooze work without classification. AI sorting is an option you switch on.

How large can attachments be?

Up to 25 MB per file and 25 MB in total per message.

Can the AI assistant send emails for me?

It can prepare drafts and schedule messages, but sending is an action outside your workspace and always waits for your confirmation.

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