Mail Merge to create Customer Letters, Payment Reminders or Marketing Letters with Amphis Customer CRM Software

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Mail Merge Customer Documents

Amphis Customer CRM Software makes it easy to perform a Mail Merge to create Customer Letters, Payment Reminders or Marketing Letters from Custom Templates you create using Microsoft Word.

At the click of a button you can Mail Merge to print customer documents and print postage labels. Customer documents are stored in the Customer History for each customer so you can easily see what documents have been sent to each customer. You can create groups of customers manually, or run reports and add the customers in the report to a group.

For example you could run a built-in report that shows customers who have spent more than a specified amount, then add all those customers to a new group you create called 'top spenders', then create a new marketing document template for a special event for the top spending customers, and Mail Merge to generate the marketing document and a postage label for each customer in the group.

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Home Page    Site map    CRM Software FAQ    CRM Software Quick Guide    Example Quote and Invoice    Contact Management Software    Small Business CRM Software    Download FREE CRM Software 30 Day Trial