 | | | Author: | | cka3o4nik (---.charterfunding-wa.com) | | | Date: | | 29.03.07 | |
Hi everyone. I'm facing a bit of a challenge in regards of finding a right CRM solution for our team. We are a mortgage company. Our goal here is to follow up with our past clients at certain key time points. I have been running Act6 so far to do this and it works fine. One thing I would like to change is the fact that I have to physically run those reports, do mail merge, print letters and envelopes. I know computers these days are sophisticated enough to be able to do these things on its own. So, getting to my question, is there any software solution that will run a predetermined reports, mailmerge letters and envelopes and email all that generated stuff to me? So all I would have to do is just print it and mail it.
Thank you in advance. |
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