Customer Communication

Manage all customer communications, from email delivery and tracking to formal letters and documents.

Key Features

• Send and track emails to customers
• Create formal correspondence (invoices, payment notices, welcome letters)
• Track delivery status across all channels
• Maintain a full audit trail of communications

In This Section

• Correspondence: Create, send, and track formal letters and documents for customers
• Bulk Correspondence: Create and send letters to many customers at once, by filter or account number
• Emailing Customers: Send and track emails to customers, manage email verification, and handle delivery issues