Correspondence and document management
Thanks to the flexible printing system, all print layouts can be completely customized - regardless of how many pages the desired document has or what content or graphic elements it contains. All the tools integrated in FileMaker are available for creating or changing print layouts, so that documents can be designed just like in a DTP or word processing program.
In addition, the correspondence module supports more than 30 placeholders to display individual information from the database in the documents. If desired, an automatic action can be generated in the corresponding customer when a document is printed out, which can also contain a resubmission date.
If correspondence management is used consistently, programs such as Microsoft Word can be dispensed with and all outgoing correspondence is automatically assigned to the corresponding customer data.
gFM-Business supports the sending of emails and newsletters via any number of sending addresses with separate SMTP servers. When creating emails, the business software provides the option of sending graphic emails based on an HTML template. With the preview function, the e-mail can already be viewed in gFM Business as it will later arrive at the recipient.
The highlights in document management
Manage documents, serial documents and e-mails
Create documents, mail merge documents, e-mails and newsletters for your customers at the touch of a button. Thanks to the template system Even complex documents can be provided with placeholders and automatically sent as individual correspondence for your contacts.
Archive documents and files for contacts
Archive any documents and files for a contact, which can also be searched for across contacts using a full-text search. With the integrated scanner support, you can scan documents directly into gFM Business using your scanner or iPad.
Create and send newsletters and emails easily
With the integrated rich text editor, you can also easily create graphic emails with HTML source text and HTML templates. You can use any search query from the CRM to send serial emails and newsletters. Save emails and newsletters as a document template so that you can use them again at any time.
