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Send newsletters & factsheets directly from the CRM


Newsletter

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 Factsheets

Our extensions enable you to create dynamic factsheets and newsletters. Your customer will only receive the factsheets 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 factsheets.