Campaigns and events · Autessa CRM
Handwritten cards
Autessa CRM runs handwritten card campaigns: a writing list that sorts people into Ready to write, Sent and Need an address, an AI-suggested line for each person, a print list for the team, and Mark sent, so the most personal channel in sales is organized like any other.
Elena, thank you for the tour of the new permit counter. Wishing your team a smooth launch this spring!
Suggested line · edit freely
The problem
Handwritten notes work, and nobody tracks them
A handwritten card after a meeting or event stands out in a way no email can. It is also impossible to manage on sticky notes. Card campaigns make the list, check the addresses and log every card as a touch.
What you get
- Writing list: Ready to write, Sent, Need an address.
- A mailable address means street, city and state.
- Suggest lines: AI writes a personal line per person.
- Print the list for whoever is writing.
- Mark sent logs a Handwritten card touch.
- Restore people you removed by mistake.
How it works
How does handwritten cards work in Autessa CRM?
- 1
New campaign, kind Cards
Pick the audience.
- 2
Fix addresses
Need an address shows who is missing one.
- 3
Suggest lines
AI drafts one line per person; edit freely.
- 4
Write, then Mark sent
Each card is logged on the contact.
Every option
Card campaign options
| Option | What it does |
|---|---|
| Ready to write | Has a mailable address. |
| Need an address | Missing street, city or state. |
| Suggest lines | AI line per person. |
| Print the list | For the writers. |
| Mark sent | Logs a Handwritten card touch. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
AI assist
How AI helps here
The co-pilot suggests a card line for each person from their history, which you can edit before writing.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about handwritten cards
Can a CRM manage handwritten notes?
Autessa CRM can: card campaigns with a writing list, address checks, AI-suggested lines, a print list and Mark sent.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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