Tag: Mail Merge

PDi CRM – SMS Integration

PDi CRM includes the ability to send SMS messages to customers, prospects and suppliers. Individual messages can be sent, via the SMS integration screen.

The PDi CRM mail-merge module also allows for the sending of block SMS messages to a range of customers, prospects and suppliers. Great for notifying customers, prospects of new products or news about your company. Activity/Tasks can also be created from the mail-merge to allow for follow-ups to be completed for the selected contact range.

View the screen cast below for more information