Social CRM + Email Marketing + More from £12/month

social crm + email marketing + file storage + calendar + taskpad + mailmerge

mailmerge

personalised documents straight from your contact database


Previous Feature: Taskpad
Next Feature: Knowledgebase

Not exactly new technology anymore, mailmerge has been around in offices up and down the land for many a year. Potentially a bit of a mystery except to a select few in each office, mailmerge is designed to make personalising letters or documents a doddle.

Well it’s even more of a doddle with intouchcrm.

  • create your Word document as normal
  • upload into intouchcrm and the system will personalise with contact details from your database
  • intouchcrm will then sort all the address labels too
  • store & link the document to any contact record so accessible by anyone in the future
Previous Feature: Taskpad
Next Feature: Knowledgebase

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