Building strong client relationships means choosing the right kind of message for the right moment. With ClientCircle, you can add direct mail to your agency communications. Choose beautiful handwritten cards for a premium, personalized touch or go with branded, custom letters when you need a bit more room for your message.
Make your clients’ day with a handwritten card. Choose from a variety of options like birthday, thank you, referral, loyalty, holiday cards and more. Mail cards to your whole book in minutes—simply pick a design and a message, and we will do the rest.
Add letters to your marketing communications strategy. Whether you need to send renewal notices, enrollment updates, or other prospect or client communication, ClientCircle makes it easy. We’ll print and mail the letters for you so you don’t have to do a thing.
Send mail to individual contacts or a to a custom list
Add letters and cards to any campaign or journey
Choose from dozens of card designs for any occasion
Start with a template or upload a ready-to-print letter
Add your branding to cards and letters
Use Microsoft Word mail merge to personalize each letter
I found most CRMs only offer emails and texts to stay in touch with clients. Y’all have incorporated USPS mail option via cards which I feel adds more of a personal touch.
Steven Conway
Customer since 2021
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