Pixie CRM module
Business Letter Management Software.
Business Letter Management Software for letter templates, branded PDFs and signatures. Try Pixie CRM free for 14 days. No billing details required.
Discuss this module- 01Customer context
- 02Team action
- 03Result checked
Keep the customer context, responsible person and next step together. Start with a familiar task, agree the information the team needs and check the result with the people who will use it.
Make every business letter part of a traceable conversation.
Bring the records, people and next actions together in a connected CRM workflow.
Make letter manager part of a joined-up CRM workflow
Create correspondence, reuse templates, generate branded PDFs, send enclosures, request e-signatures, record read evidence and track post.
The strongest reason to introduce Letter Manager is not the number of screens it adds. It is the opportunity to make related decisions, records and responsibilities easier to follow. For case, account and compliance teams producing formal correspondence for clients and external recipients, the module keeps authoring, approved templates, issued PDFs, delivery evidence, signatures and customer history within one traceable process.
Features and benefits of the Letter Manager module
Switch between documented features and the operational benefits they can support. Each feature route opens a current guide in the Pixie CRM Help Centre.
Follow the complete Letter Manager flow from authoring and PDF generation to email, signatures, verification, read evidence, postal tracking and customer history.
Choose the right scope for your team
We'll confirm the module, related services, user roles and any setup work in your Pixie CRM proposal. Some workflows depend on third-party accounts, permissions or usage charges. Tell us what you need to achieve so these details are clear before activation.
Put it into practice with Pixie CRM
Explore the tasks behind Business Letter Management Software.. Check the guide against your enabled modules and role, then confirm the result in your workspace.