Tuesday, October 06, 2015
Finally Letting You Merge your XPM Database with your Content
At ChangeGPS we’ve Implemented Xero Practice Manager (XPM) for over 80 firms in the last year. A common question we get asked (and sometimes a reason people don’t make the move) is - “Can you merge your clients details from XPM with your firms template letters and emails?”
The simple answer was “No”.
This was gut wrenching for us because we are passionate about Xero and a simple function was causing firms to either re-evaluate how they do things, or even worse not making the move to take their firm to the cloud. We also have this great range of tools to stop firms having to re-invent the wheel that was now less efficient because letters and emails have to be typed out one by one.
We heard your concerns. We listened to your feedback. We’ve created the solution!
We would like to introduce Fuze, a cloud-hybrid software solution powered by ChangeGPS. Fuze utilises the mail-merge functionality in word and combines it with your client database in XPM.
The result - the ability to create and send bulk emails and letters to your clients using your existing content or content from the ChangeGPS Toolkit. Here is your sneak peak at Fuze...
If you'd like to implement FUZE in your firm get in contact with our tech team today!
Posted by Timothy Munro - ChangeGPS
on Tuesday, October 06, 2015
