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Description
Our software for managing CRM and contacts simplifies the process of overseeing contacts while facilitating the creation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. It allows users to set up reminders, such as callback prompts, which help maintain organization, along with a Today view that outlines daily plans for each individual. Appointments, tasks, and jobs can be designated to multiple users, and the Appointments View enables users to view scheduled appointments for any given month, whether for a specific individual or the entire team. In addition, the platform supports mail merge and email marketing functionalities, as well as VoIP capabilities and SMS messaging. Amphis Customer offers seamless integration with Outlook, enhancing the management of customer emails, tasks, and appointments. Furthermore, both quotes and invoices can incorporate free-text sections with individual pricing or can be generated by selecting items from a comprehensive parts database for the products you offer, thereby streamlining the invoicing process. This level of customization ensures that users can tailor their documentation and communication to meet their unique business needs effectively.
Description
Discover how to utilize PostSheet alongside Google Sheets to craft personalized emails, enabling a seamless mail merge experience within Google Sheets. To get started, if your existing spreadsheet lacks a header, simply add a new row at the top to include the names of your columns. The styling of the header row is not an issue, as PostSheet's functionality remains unaffected by it. It's important to note that PostSheet doesn't directly send out the emails; instead, it generates tailored messages and forwards them to an email service provider for delivery. A variety of well-known email service providers are compatible with this process, such as Gmail, Outlook, Mailgun, Mandrill, and Amazon SES. Moreover, you have the flexibility to use your own SMTP server if preferred, allowing for further customization in your email sending process. This integration enhances your ability to manage and personalize email communication efficiently.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Airtable
Amazon Web Services (AWS)
Gmail
Google Sheets
Mailchimp Transactional Email (Mandrill)
Mailgun
Mailjet
Postmark
SendGrid
Integrations
Microsoft Outlook
Airtable
Amazon Web Services (AWS)
Gmail
Google Sheets
Mailchimp Transactional Email (Mandrill)
Mailgun
Mailjet
Postmark
SendGrid
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$9 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Amphis Software
Founded
1993
Country
United Kingdom
Website
www.amphis-software.com/products.htm
Vendor Details
Company Name
PostSheet
Website
postsheet.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Personalization
A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization