Overview

   Ease of Use

   Personalized Database

   Data Capture
       -   Web Forms
       -   Manual Entry
       -   Kiosk /Touch Screen
       -   Data Upload
       -   System Integration

  Communication Tools
      -    CRM
      -    Automatation
      -    Emails & Letters
      -    Broadcast Emails
      -    Video Emails
      -    Direct Mail

  Reporting
      -    Account Histories
      -    Data Downloads
      -    Demo. Reports
      -    Auto-Send Reporting
      -    Email Tracking

Communication Tools - Automatic Mail Merges For Direct Mail

By having a robust database that tracks people as they move throughout the sales cycle, you also have the easy ability to pull down either your entire database or selected portions of it as an Excel file so that you can do mail merges to send direct mail.

Highlight of Mail Merges for Direct Mail

• Easily pull down your entire database in order to do a mail merge to send to all
  
• Or you can quickly filter your database to deliver to only selected groups
  
• Any database fields that you have created have the ability to be filtered when selecting what group(s) you want to mail to
  
• UFollowUp provides the database as an Excel file so it can work easily for a Mail Merge

Filter your database or select all in order to do a mail merge for direct mail

Learn more about our communication tools.
      -    CRM
      -    Automatation
      -    Emails & Letters
      -    Broadcast Emails
      -    Video Emails
      -    Direct Mail