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Description
Keep your workflow efficient by establishing and tailoring an ideal process for your team, regardless of the specific application or working style. It's as straightforward as using a spreadsheet, allowing for effortless addition, modification, and collaboration. You can easily filter, sort, and organize your information in any manner to swiftly pinpoint any obstacles. Monitor upcoming tasks throughout all your workflows and automatically gather information from your contacts and emails. Stay updated on progress with notifications that ensure you never overlook a follow-up, aided by tasks and reminders. Enjoy the convenience of working directly from your inbox! Seamlessly integrated within Gmail for both desktop and mobile, along with G Suite tools like Sheets, Chat, and Drive, this setup enables quick access to your data. Effortlessly share emails, notes, and call records with your colleagues, ensuring a smooth transition in workflow. Plus, you can access pipeline data alongside your emails right from your mobile device, guaranteeing that you always have the necessary context at hand, no matter where you are. This flexibility is essential for maintaining productivity and collaboration within your team.
Description
Email merging operates on principles akin to mail merging found in Word or WordPerfect; it allows you to craft a template letter and integrate individualized data for each message. For instance, instead of addressing your letters with a generic "Dear Customer," you can personalize them with greetings like "Dear Andrew." WorldMerge simplifies this process by enabling you to send customized emails through standard internet services quickly and efficiently. You won’t need to deal with the hassle of printing, enveloping, and mailing letters, which can delay responses for days. What sets WorldMerge apart from other software is its ability to access contact databases directly, eliminating the need for complicated importing processes. If your customer data resides in Microsoft Access or Excel, or if you possess an email list in Eudora or Outlook, you can seamlessly connect to that contact file within WorldMerge. This direct integration saves time and enhances productivity, allowing for a more streamlined communication process.
API Access
Has API
API Access
Has API
Integrations
Campaign Monitor
Data Sentinel
Facebook Messenger
Flow XO
Formstack Documents
GetProspect
Gmail
Gravity Forms
Integrately
Kixie PowerCall & SMS
Integrations
Campaign Monitor
Data Sentinel
Facebook Messenger
Flow XO
Formstack Documents
GetProspect
Gmail
Gravity Forms
Integrately
Kixie PowerCall & SMS
Pricing Details
$39.00/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Streak
Founded
2011
Country
United States
Website
www.streak.com
Vendor Details
Company Name
ColoradoSoft
Country
United States
Website
www.coloradosoft.com/worldmrg/index.htm
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Tracking
A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management