• Automatic issuing of template based notifications to customers and vendors during order processing.
   
• Automatic issuing of template based notifications to customers on overdue invoices.
   
• Automatic attachment of order processing
  documents to notifications as PDF’s.
   
• Automatic retrieval and attachment of customer and vendor notification replies to relevant order processing documents.
   
• Use credit card payment option in sales invoice notifications.
   
• Use template based mass mail to target contacts, customers, and vendors
   

Overview

Matriks Automate will automate your business with e-mail notifications, saving you the time and money normally spent manually sending out order processing documents or performing repetitive reminder procedures.

• Have Matriks Automate automatically send out sales and purchase e-mails and attach the relevant Dynamics NAV report as a PDF.
   
• Have Matriks Automate automatically send out invoice e-mails with an embedded link to PayPal that will allow the customer to pay the invoice online.
   
• Have Matriks Automate automatically send out a template based e-mail reminder 1, 2 and 3 when an invoice has become overdue.

Matriks Automate also provides a bulk mail tool which simplifies e-mail correspondence to multiple contacts, customers or vendors. Think of it as a small and very simple built-in sales tool.

Matriks Automate will make your business communication
timely and consistent while ensuring that related e-mail correspondence is stored where the authorized employees will expect it to be.

Every mail that Matriks Automate sends out is tracked so that whenever a reply arrives it is stored on the same dialog and in the same context. All of this happens automatically and behind the scenes.

The user does not have to be disciplined to use their Microsoft Outlook or Dynamics NAV system in any special way to benefit from Matriks Automate. Matriks Automate works with any standard mail infrastructure. You don’t even have to install software on each client!


Tutorials

Please take a look at our Tutorials.

Fact Sheet

Take a look at our Matriks Automate Fact Sheet here.

Cost

Suggested retail price for one Matriks Automate license with unlimited sessions is:

US$ 4,760.00 for non EU residents and
EUR 3.024,00 for EU residents.

Requirements

Microsoft Dynamics NAV 5.0 or 4.0 SP3
1 free Dynamics NAV session
E-mail client like Microsoft Outlook.