MailMergic

MailMergic

MailMergic GmbH
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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

Keep your pipeline moving. Set up and customize a perfect process for your team no matter the use case or how you work. As simple as a spreadsheet — adding, editing, and collaborating is a breeze. Easily filter, sort, and group your data in any configuration to quickly identify bottlenecks. See upcoming tasks across all your pipelines. Automatically capture data from your contacts and emails. Get notified as things progress through your pipeline by never forgetting a follow-up with tasks and reminders. Work where you’re comfortable — inside your inbox! Built directly inside of Gmail for desktop and mobile, with G Suite integrations (Sheets, Chat, Drive, and more) to help you access and gather your data quickly. Automatically share emails, notes, and call logs with your team so you can pick up where they left off. Access pipeline data alongside your emails and from your pocket so you always have the context you need.

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

Small to mid-sized businesses who want a lightweight CRM

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

$39.00/month/user
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

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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • How whenever a customer opens an email from me I’m notified when they open it and how many times. It helps so much.

Cons

  • There isn’t a single thing about streak that I don’t not like.

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

Streak
Founded: 2011
United States
www.streak.com

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Zapier
APIANT
Autymate
Axis LMS
Cognito Forms
Data Sentinel
Egnyte
Facebook Messenger
Forager
Formstack Documents
Google Sheets
Integrately
QPage
Raklet
RegFox
Salesforce Data 360
Stackreaction
Voxloud
Workers by Delos
Wufoo

Integrations

Zapier
APIANT
Autymate
Axis LMS
Cognito Forms
Data Sentinel
Egnyte
Facebook Messenger
Forager
Formstack Documents
Google Sheets
Integrately
QPage
Raklet
RegFox
Salesforce Data 360
Stackreaction
Voxloud
Workers by Delos
Wufoo
Claim MailMergic and update features and information
Claim MailMergic and update features and information
Claim Streak and update features and information
Claim Streak and update features and information