MailMergicMailMergic GmbH
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Operations, HR, and admin teams at education, healthcare, financial services, and real estate organizations generating personalized documents at scale.
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Audience
Small to mid-sized businesses who want a lightweight CRM
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$0 per month
Free Version
Free Trial
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Pricing
$39.00/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMailMergic GmbH
Founded: 2019
Germany
mailmergic.com
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Company InformationStreak
Founded: 2011
United States
www.streak.com
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Categories |
Categories |
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PDF Features
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
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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
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Integrations
Zapier
APIANT
Autymate
Axis LMS
Cognito Forms
Data Sentinel
Egnyte
Facebook Messenger
Forager
Formstack Documents
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Integrations
Zapier
APIANT
Autymate
Axis LMS
Cognito Forms
Data Sentinel
Egnyte
Facebook Messenger
Forager
Formstack Documents
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