MailMergic

MailMergic

MailMergic GmbH
ProCTI

ProCTI

Provaria
+
+

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About

MailMergic (formerly PDF Mail Merger) is a document automation platform that turns spreadsheet data into personalized documents at scale. Connect an Excel, CSV, or Google Sheets file. Upload a PDF, Word, Excel, email, or image template. MailMergic generates one personalized document per row and delivers each one to the right recipient by download or email. Used by operations teams at Novartis, BMW, Verizon, Telefónica, Scania, and Chevron. AI-powered error detection catches missing fields and formatting issues before documents are generated, so problems are fixed at the source. Additional features include password protection, digital signatures, custom fonts, dynamic per-recipient images, QR codes for credential verification, and Zapier integrations. EU-hosted infrastructure with GDPR and CCPA compliance. Free tier available; paid plans scale to enterprise document volumes.

About

Connect your Skype for business (formerly Lync) or TAPI-enabled PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV get the data on each incoming and outgoing call. Determine individually and flexibly which stored information should on each call in ProCTI. Access your contact information, service cases, e-mail addresses, current contracts with only one click! Create leads, contacts, tasks, notes, e-mails and activities in connection with the caller. Initiate or forward calls, see and start your open appointments, search for leads, contacts and companies – everything directly in ProCTI. Simple and intuitive user management allows different access rights to your data. The standard version of ProCTI connects the following versions of Microsoft Dynamics or Uniconta and Computer Telephony Integration (CTI). Make use of the endless possibilities such as displaying contact data, company name, notes/activities/service cases, e-mail address, credit blocks, running contracts, etc.)

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Operations, HR, and admin teams at education, healthcare, financial services, and real estate organizations generating personalized documents at scale.

Audience

Companies that want to connect Skype for Business or their PBX with Microsoft Dynamics

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$0 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MailMergic GmbH
Founded: 2019
Germany
mailmergic.com

Company Information

Provaria
Austria
www.proaddon.com/en/addons/procti/

Alternatives

MailMerge365

MailMerge365

Sol Inventum

Alternatives

GBlast

GBlast

Snov.io

Categories

Categories

PDF Features

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Integrations

Google Sheets
Microsoft Dynamics 365
Microsoft Excel
Microsoft Word
Zapier

Integrations

Google Sheets
Microsoft Dynamics 365
Microsoft Excel
Microsoft Word
Zapier
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Claim MailMergic and update features and information
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