Automate Handwritten Cards with BrokerEngine and Zapier

Benefits of Connecting BrokerEngine and Thankster in Zapier

Integrating BrokerEngine, a CRM platform, with Thankster, a personalized direct mail service, through Zapier offers a wealth of advantages:

Automate Customer Appreciation: BrokerEngine can trigger the sending of Thankster thank you cards whenever a new lead, deal, or customer is added to the CRM. This enables businesses to express gratitude and build relationships from the very first touchpoint.
Personalized Direct Mail: Thankster allows for the creation of highly personalized thank you cards, complete with handwritten text, custom designs, and text merging. BrokerEngine provides the necessary customer data to tailor each card to the recipient’s preferences.
Automated Thank You Cards: Zapier streamlines the thank-you process, automatically sending cards based on specific BrokerEngine events. This frees up staff time and ensures timely and consistent customer engagement.
Improved Customer Retention: Expressing gratitude can significantly enhance customer satisfaction and loyalty. Thankster’s handwritten thank you cards create a personal touch that resonates with recipients, fostering lasting relationships.

BrokerEngine Triggers for Sending Thankster Cards:

New Lead: Send a thank you card to acknowledge a new lead and show appreciation for their interest.
Deal Closed: Celebrate a closed deal with a heartfelt handwritten thank you card to the client and salesperson.
Customer Added: Welcome new customers with a personalized thank you card that sets the tone for a positive relationship.
Milestone Reached: Recognize customer milestones, such as contract renewals or anniversaries, with a thoughtful thank you card to demonstrate appreciation.
Positive Customer Review: Send a thank you card to customers who leave positive reviews, showing gratitude for their feedback and building stronger connections.

BrokerEngine is in the Zapier category, and the CRM (Customer Relationship Management) sub-category.

Get more information about connecting BrokerEngine and Thankster, and reach out to us with any questions.