Which plans include custom mail domain?

Custom mail domain is included on Salestrics One and available on paid standalone Momentum and Resolve tiers. Free Forever uses org mail within platform limits — verify current caps on app.salestrics.com/pricing before cutover.

What DNS records do we need?

Typically MX, SPF, and DKIM — Admin → Mail shows exact values for your workspace. IT or RevOps owns DNS at your registrar; allow 24–48 hours for propagation.

Can we keep Google Workspace for some users?

Yes during transition — but customer-facing GTM should send from Salestrics org mail on the account for agent context. Split inboxes create the same graph gap mail-on-account policy fixes.

When should we set up custom domain?

Before cutover weekend or within first two weeks on paid tier — not after six months of personal-inbox selling. Pair with migration if leaving legacy CRM.

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August 22, 2026 4 min read Salestrics Team

Custom Mail Domain: RevOps Setup Playbook

Mail on account only works when outbound sends from org mail — not personal inboxes agents cannot see. Custom mail domain puts your brand on every thread on the revenue graph; it is included on Salestrics One and available on paid standalone tiers. Teams that buy CRM before DNS is verified stall in forward-and-paste habits. This 2026 RevOps playbook is the DNS-to-deliverability checklist — records, verification, teammate rollout, and pairing with mail-on-account policy.

Why custom domain matters for agentic CRM

Brand trust — customers reply to yourdomain.com, not a generic address
Graph completeness — threads attach to accounts automatically
Assistant context — summaries include full customer conversation
MCP read prompts — “summarize mail on [Account]” returns data
Auto and nurture — sequences send from verified org domain

Mail product: Salestrics Mail. Policy: mail on account.

Pre-flight checklist

Domain registrar access — IT or founder can edit DNS
Subdomain decision — mail.yourdomain.com vs root; document choice
Teammate list — who gets org mail day one vs phased
Legacy forward plan — old Gmail read-only 30 days if needed
Signature template — Connect link, legal footer, unified format

DNS setup (typical flow)

Step	Action	Owner
1	Admin → Mail → Add domain	RevOps
2	Copy MX, SPF, DKIM to registrar	IT
3	Wait propagation; click Verify in Admin	RevOps
4	Create mailboxes or aliases per seat map	RevOps
5	Send test to external inbox; check headers	IT

Exact record values live in Admin — do not copy generic examples from blog posts.

Deliverability basics

SPF aligned — sending server authorized in DNS
DKIM signed — outbound mail authenticated
Warm-up discipline — no 500-contact blast on day one
Bounce handling — remove hard bounces from campaigns
Auto governance — nurture caps per Auto playbook

Rollout by role

Role	Day-one org mail	Exception window
AE / AM	Required for customer outbound	None after week 2
CSM	Required	—
Founder	Required for sales mail	Personal for investors OK if policy allows
Marketing	Required for campaigns	—
Finance	Invoicing mail if on Ledger	—

Pairing with migration cutover

If you are migrating CRM same weekend:

Verify domain Saturday — before Monday pipeline work
Forward legacy 30 days — optional safety net
Update CRM email fields — contact emails match new outbound
Connect signatures — meeting links point to in-product Connect

Cutover guide: migration weekend playbook.

Security and compliance notes

Offboarding — disable mailbox same day; forward to manager 14 days
Shared aliases — support@ on Resolve desk, not personal AE aliases
PII — customer mail stays in workspace; no export to personal tools
Vendor review — document mail storage for security questionnaires — vendor security playbook

Anti-patterns

DNS never verified — paid CRM, personal Gmail selling
Per-rep domains — fragments brand and graph
Blast before warm-up — domain reputation damage
Skip signatures — customers reply to wrong inbox
Mail policy without domain — policy unenforceable

30-day mail hygiene review

% customer outbound from org mail — target 95%+ for GTM
Threads on accounts — spot audit 20 opps
Bounce rate — campaign and one-to-one
Assistant usage — mail summaries returning context

Troubleshooting common DNS issues

Symptom	Likely cause	Fix
Verification fails	DNS not propagated	Wait 24–48h; check TTL at registrar
Mail lands in spam	SPF/DKIM mismatch	Re-copy Admin values exactly
Replies go to old inbox	MX still points to legacy	Update MX; keep forward temporarily
Some teammates on Gmail	Phased rollout stalled	Set hard deadline in mail policy

Free Forever vs paid domain timing

Prove mail habits on Free Forever first — then attach custom domain when upgrading to paid tier or One. Pair with Free Forever to paid so domain setup is week-one on paid, not month six.

Alias and shared inbox patterns

sales@ — alias to round-robin or single owner; document in RevOps wiki
support@ — Resolve desk queue; not an AE personal mailbox
billing@ — finance + Ledger; restricted send permissions
hello@ — marketing inbound; Auto enrollment from form

Aliases without owner discipline create orphan threads — assign a human backup for each shared address.

MCP prompt (mail audit)

List open opps over $X with customer mail in the last 30 days not on org domain — read only, for RevOps policy enforcement.