Send queued client postcards and archive sent proofs
Send queued client postcards and archive sent proofs
Your CRM postcard requests often stay queued and undocumented, delaying client outreach. It sends approved postcards and saves sent proofs for same-day confirmation.
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Overview
Personalized mailed outreach is easy to forget when records sit in a queue. This workflow converts approved postcard requests into mailed pieces and stored proofs so you can confirm client outreach same day and keep compliant records.