Salesforce
Integration

Easily integrate into your workflow and
send handwritten notes directly from
the leading CRM platform.

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Send notes the way you want.

  • Add a “Send Handwrytten Note” button
    to the Contacts, Accounts, Opportunities
    and Leads pages.
  • Add a dedicated “Handwrytten Notes” pane, or save notes to the “Activities” pane.
  • Now, recording your written correspondence is as easy as emails, meetings or calls.
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Handwrytten makes it easy to send business correspondence. Using the web site, it just takes a few minutes to select a card, type a message and select a handwryting style. It all looks so natural, right down to the stamp.

Salesforce User
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Save time through thoughtful integration.

  • Pull addresses directly from the contact record, or “roll-up” the address from the account. The system is flexible to suit your needs.
  • Include merge fields for simple templating, reducing note composition time.
  • Add gift cards to orders with just a few clicks.
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Bulk send notes.

  • Leverage SFDC’s robust view creation tool to segment your list. Easily send notes in bulk to one or more members of a view.
  • Include merge fields to ensure each
    note is personal.
  • Send one note or five hundred in
    just a few minutes.
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Fully Configurable

Work the way you want. All configuration is handled through a simple admin interface.

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Robust Salesforce Reporting

Use standard Salesforce report objects to create robust activity reporting. Know who in your organization is using the service and manage costs.

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User Management

Easily manage access on a user-by-user basis. Turn on or off gift card access.
Manage total spend per user.

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Keep track of notes sent.

  • Record all activity to the Activity Log or
    custom related lists.
  • View details about each sent note.
  • Create masterful reporting using standard Salesforce reporting and dashboard tools.
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Integrate with Salesforce

Still need help?
Send us a note.

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