Mail Merge to create Customer Letters, Payment Reminders or Marketing Letters

Mail Merge Customer Documents using CRM Software

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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 envelopes or postage labels.

From Tools->Maintain Templates you can create new templates or edit existing ones. When performing the mail merge, simply select the group you want to send the documents to, and select the template to use. You can Print Preview the documents generated or just send them straight to a printer.

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.

Amphis Customer also supports Mail Merge for Email

Mail Merge

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