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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CLIENT LETTER software is Customer Communication Management (CCM), designed for business users. To automate the creation of customer communications, users can create templates, reusable content and business logic. This includes correspondence, statements, on-boarding materials, and other types servicing communications. CLIENT LETTER can integrate with a variety of systems to access data and content for personalization. Other systems can also "call” CLIENT LETTER's application programming interfaces (APIs), and generate communications on-demand. The software keeps a log of every communication sent, modified, approved, and approved by whom. CLIENT LETTER keeps a copy of every communication for compliance purposes. Visit: http://www.topdownsystems.com/contact/request-a-demo

Description

PlanPost is a lead generation software designed for planning applications specifically tailored for the construction industry in the UK. By linking your trade and geographical area, PlanPost diligently monitors daily planning submissions from all 389 local authorities, highlighting projects that match your criteria, and seamlessly generates and sends personalized, branded letters to homeowners. Additionally, a comprehensive pipeline feature allows you to monitor every lead from initial outreach to successful project acquisition. Subscription options permit sending between 25 to 100 letters each month, without incurring any costs per letter. This innovative tool not only enhances your outreach efficiency but also streamlines the entire lead management process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$30000.00/year
Pricing depends upon the number of users and license type.
Free Trial No 
Free Version No 

Pricing Details

£39/month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Top Down Systems Corporation

Founded

1981

Country

United States

Website

www.topdownsystems.com

Vendor Details

Company Name

PlanPost

Founded

2015

Country

United Kingdom

Website

planpost.co.uk

Product Features

Content Management

Audio Content Yes 
Customizable Templates Yes 
Document Indexing Yes 
E-forms Yes 
Full Text Search Yes 
Image Editor Yes 
SEO Management No 
Text Editor Yes 
Version Control Yes 
Video Content Yes 
Website Management Yes 

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Product Features

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification No 

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