AdvisorEngine CRM provides powerful features for corresponding with your Records both digitally or in print. Within AE CRM you can directly email any Record, prepare a personalized letter, or simply print an envelope or address label for a mailing.

These same features can be used in bulk. With your CRM’s searching and filtering features, you can quickly identify a group of your Records and leverage merge fields to craft personalized messages to each recipient in the group. By going even further with Document Templates, sending a mailing to hundreds of people can be a matter of just a few clicks.

See the following help topics for more information on each function:

• Sending Single Emails: Email a single message to one or more people.
• Sending Mass Emails: Create a single message that is personalized and sent as an individual copy to multiple recipients.
• Creating Single Letters: Create a single letter document for printing and mailing. This process can also include an envelope or label.
• Creating Mass Letters: Creates a single letter document that is merged and personalized into individual copies for each selected Record. This process can also include envelopes or labels.
• Creating a Single Envelope or Label: Create an individual envelope or label for one Record or Person on a Record.
• Creating Mass Envelopes or Labels: Create envelopes or labels for multiple Records at once.
• Creating Document Templates: Prepare quick-use templates for future correspondence of any type.
• Downloading a Previous Mail Merge Document: Re-download the merged Word document from a letter correspondence.