Email Tracker
Track every email logged in CRM - with reply rate, response time, thread grouping, and direction filters.
The Email Tracker is the dedicated view for every email activity in your CRM. It pulls emails out of the broader Activities feed and gives you a focused list with email-specific metrics - total emails, sent vs received, reply count, reply rate, and average response time - plus the ability to view emails as threads (grouped by conversation) or as a flat list of every individual email.
Email entries are activities of the Email type. See Activities for the full activity model and type-specific fields.
PrimeCRM is a Pro feature
The Email Tracker requires a Pro license with CRM enabled. See License Settings.
What you can do
View emails as conversation threads
or as a flat list of individual emails
See six key metrics
total, sent, received, replies, reply rate, and average response time
Filter by direction
Search
by contact name, company name, or email subject
Log a new email
directly from the page
Edit or delete
any email from the list
See linked contacts and companies
on every email - click through to their detail pages
Switch between Shared CRM and Isolated CRM
How to open the Email Tracker
- From the CRM Dashboard: Click the Emails card in the Sales Activity Trackers section on the CRM Dashboard.
- From the Sales Activity Dashboard: Click the Emails metric or the Email Tracker link. See Sales Activity Dashboard.
- Command palette: Press ⌘+K (or Ctrl+K), type email tracker, and pick the entry.
Things worth knowing
Two view modes - Threads and All Emails
The Email Tracker has a toggle to switch between two views:
- Threads (default) - emails grouped into conversations. Each row represents one ongoing exchange with a contact or company. Best for answering "what's the state of my conversation with this person?"
- All Emails - a flat list of every individual email. Best for auditing your outreach cadence or finding a specific message.
Six key metrics
The page shows six headline numbers:
- Total - all emails (sent + received)
- Sent - outbound emails
- Inbox - inbound emails
- Replies - sent emails that received a response
- Reply Rate - percentage of sent emails that received a reply (inbound emails don't factor in)
- Average Response Time - how long it takes to get a reply, based on emails with a logged response
Filters
- Search - matches against contact name, company name, subject, and title
- Direction (All Emails view only) - sent, received, or both
- Status - all, responded only, or no response only
The Direction filter only appears in the All Emails view since threads aggregate both directions automatically.
Thread view - what each row shows
Each thread shows the linked contact or company (clickable to their detail page), whether the thread has received any response, the subject of the most recent email, the email count in the thread, the date of the last email, and the thread's response status (active or pending).
All Emails view - what each row shows
Each email shows the linked contact or company, the direction (sent or received), whether a response was received, whether there are attachments, the subject, a description preview, the response date (if any), and the email date.
Logging a new email
Click Log Email at the top to open the activity form pre-filled with the Email type. The form includes:
- Subject - the email subject line
- Direction - sent (default) or received
- Attachments Count
- Email Body - the message content
- Response received - checkbox; if checked, a response date field appears
- Response Date - when the reply came in
Plus the standard activity fields. See Activities.
Isolated CRM mode
When viewing the Email Tracker in a project's Isolated CRM, only emails logged inside that project are shown. Threads include only emails between the project's contacts. If auto-sync is enabled, shared emails are merged in. See Shared vs Isolated CRM.
Common questions
"I want to see every conversation that's still waiting on a reply."
Stay in Threads view, set the Status filter to No Response. The list shows only threads where you haven't received a reply - your follow-up queue.
"I want to find every email I sent to a specific client."
Stay in Threads view and search for the client's name. The list filters to that client's threads. For individual emails, switch to All Emails and search.
"I want to know my reply rate."
The Reply Rate metric at the top shows the percentage of your sent emails that received a response. For time-bounded analysis, use the Sales Activity Dashboard with a time range, or CRM & Reports for charts.
"How does this relate to Message Templates and Outreach Sequences?"
The Email Tracker shows emails you've already logged. Message Templates let you save reusable message text for consistent outreach. Outreach Sequences let you plan multi-step campaigns. They complement each other: use templates and sequences to plan, the Email Tracker to review what happened.
Where to go next
| If you want to… | Read this |
|---|---|
| See all sales metrics in one view | Sales Activity Dashboard |
| Track calls | Call Tracker |
| Track meetings | Meeting Tracker |
| Manage demos and proposals | Deal Pipeline |
| Save reusable email templates | Message Templates |
| Plan multi-step outreach | Outreach Sequences |
| Browse all activity types | Activities |
| See email analytics with charts | CRM & Reports |
| Return to the CRM hub | PrimeCRM Overview |