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Distribute newsletters and fact sheets from your CRM

Communications Extension

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With the integrated email marketing tool, you can send individual HTML mailings directly from the CRM. Create dynamic templates and generate professional newsletters in just a few clicks. The emails are stored directly in the customer’s contact history in CRM. Of course, you can include all the fields from the CRM (e.g. salutation) as variables in the mailing. If desired, you can also create reports about your mailings.

Send Dynamic Fact Sheets

Our extensions enable you to create dynamic fact sheets and newsletters. Your customer will only receive the fact sheets that are relevant to them (e.g. different disclaimers for various countries, tranches, etc.). Simply mark the relevant funds on the customer form and the email marketing tool will generate an individual newsletter for each customer containing the relevant fact sheets.

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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

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Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

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We ensure you have everything you need to get off to a great start with your compliance software and services.

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Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

Scale up

We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

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Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

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