Near paperless document management and e-filing

System Features

  • Your preferred mail client interfaced to the customer data platform (CDP) and CRM

  • Data merge facilities via an integrated ODF compliant document management system

cimso identify software suite

Mail Transmission

  • E-mail with a subject created on the fly, directly from the client profile or specified management areas

  • E-mail detail automatically saved to the client’s communication and notes profile

  • Powerful event log console with extensive filters for fast tracking and printing of communication events

Data Merge

  • Extensive merge fields from customer profiles and other management areas in the CDP

  • Personalised bulk (mass) mailing blasts to status segmented marketing groups

  • Automated e-mail, fax and postal mail document transmission with failure reports

  • Flexible templates with merge fields integrated to specified system reports


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Software
Selector



Connect Software Suite


Single or bulk blast e-mail, SMS, fax and snail-mail communications software:
COMMunicator
DOCmanager
MAILmerger
SMSmanager
PHONEmanager
FAXmanager

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