IRIS AutoMail
Client communication is a central component of maintaining client relationships. IRIS AutoMail automates communications for your clients and ensures that they are appropriate, consistent and efficient.
Client communication is a central component of maintaining client relationships. IRIS AutoMail ensures that communication is consistent, efficient and appropriate for the client.
Saving you time
Reduce your dependence on dedicated clerical staff with over 50 standard Microsoft Word templates included and the ability to customise and create additional templates.
- Save time creating a personalised, professional response for your clients with automated correspondence drawing on data stored in the centralised IRIS database
- Flexibility to create your own letters or use the 50 standard letter templates provided
- Setting triggers at suitable job stages ensures letters are created and automatically populated with the appropriate details, ready for review and personalisation
Benefits
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Quickly tailor communications with the right content, graphics, signatures and attachments
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Post or email – correspondence can be printed or automatically sent straight out via email at the touch of button
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Targeted mailings via IRIS data mining that lets you select clients with relevant information
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Automated storage for fast access to client information – all correspondence created is electronically stored against the relevant account
Key Features
Seamless integration
Increase productivity and save time with our truly integrated products built around a centralised database. This means no rekeying of data, reducing errors and ensuring that your information is more accurate.
Connect with clients
Work closer and more intuitively with your clients using our unique cloud integration and desktop solutions. We enable superior client collaboration and provide added value to all your client relationships.
Save time through efficiency
With 34 years’ experience, our products have been designed with you in mind for simple navigation, comprehensive features and integrated data. This means that our users save an average of 22 hours per person, per month by using IRIS.
Complete solution
Eliminate the time wasted moving and rekeying data from one product to another with our integrated end-to-end solutions.
