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Mail Merge

Quick-send functionality allows rapid creation of one-off correspondence to prospects and clients. You can create a simple one-off message, or choose to use an existing mail merge template.  Anything you send via quick-send is automatically filed against the related contact/property.

Quickly send emails, SMS messages and letters via the global [+] button
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Task driven merge (templates)

Individual tasks within tracks can be attached to SMS, Email, and Letter Templates. Template attachment means rapid-fire follow up for unbelievable efficiency gains (see Bulk merge).

Mass merge via the email merge wizard
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Rex lets you send template correspondence to tens or hundreds of contacts at once.   When sending a merge, you can pick an existing template from the merge template library or quickly create a custom template on the fly.

The Rex CRM steps you through the sending process and following send, shows a list of any records that failed to receive correspondence (and the reason for the failure). These can be shown in a filtered list for data cleaning, or to follow-up via an alternative contact method.

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