YOU HAVE A CRM - USE IT!
EVERYTHING OLD IS NEW AGAIN.  SENDING SNAIL-MAIL WITH THE EASE OF EMAIL & AT A FRACTION OF THE COST.   
EFFICIENCT & COST-EFFECTIVE MAIL 'DEMO'

Is it possible to print, fold, envelope, and mail a letter without any effort?

 

This 'demo' provides an example of how your practice could completely remove the effort associated with the production of traditional mail, reduce your costs, and simplify your compliance. 

 

By completing the form below, (a very basic XPLANconnect Wizard) the system (XPLAN) will automatically create a new prospect in the CRM, generate a personalised letter, store a copy of the letter against the prospect's file notes, securely 'transfer' that letter to an integrated mail house (Esker, an international document automation business) who will then print, fold, envelope and mail same to the address supplied. 

 

Can it get any easier?