Send client market updates, quarterly reviews, and timely notes that reach inboxes, with consent and disclosures handled. Real people who actually help, deliverability done for you, and invoicing for the firm. You are not starting over. We move you.
Reach a person who handles email and consent all day, by email or chat, usually quick.
We hear the same frustrations from advisors and planning firms every week. Here is what changes when you move to Mailsoftly.
We invoice the firm, keep billing clean, and handle consent and unsubscribe properly. Built for how a practice runs.
We set up SPF, DKIM, and DMARC and watch your sender reputation, so your client updates land in inboxes, when markets move.
Real people answer fast and rescue a send before it goes wide, so a timely note is never the thing that slips. By email, chat, or a quick call.
A calm, easy builder with consent and unsubscribe handled and room for your disclosures. Send a polished client note without a marketing degree. No training day.
From market updates to quarterly reviews to timely notes and client onboarding, the everyday work gets easier and the worry gets smaller.
The number one reason customers stay. Real people help you set up your client update, get consent and disclosures right, and step in when a note needs to go out today. By email, chat, or a call with a person who knows your firm.
Most platforms make you figure out the technical setup alone. We handle SPF, DKIM, and DMARC and monitor your sender reputation, so your market updates land in inboxes, not spam folders.
Cleaner than Mailchimp, less intimidating than ActiveCampaign. Build a market update or review in minutes, with room for disclosures and a builder anyone can pick up. No training day.
Opt-in records, an unsubscribe link in every email, room for your required disclosures, and GDPR compliant handling. The basics done right, so client communication stays clean.
Segment clients by goals or segment, and keep reviews and updates on schedule, so the right note reaches the right client. The relationship that compounds over years.
No bloat you will never touch. Just the tools an advisory or planning firm actually uses, with a real person behind them.
Advisors stay because, on the days that matter most, a real person is reachable. We know email, we know consent and disclosures, and we move at the speed a market day demands.
Your client relationships live in that list. We move it for you, free, from Mailchimp or Constant Contact, with consent intact, so you never go quiet between tools.
Tell us where your clients live now, Mailchimp, Constant Contact, or your CRM. We review it together.
We bring over your list, segments, templates, and forms, and set consent up properly. Your history stays intact.
We authenticate your domain, monitor your reputation, and send your first client note with you. Then it is yours.
Opt-in records, an unsubscribe link in every email, room for your required disclosures, and GDPR compliant handling, so the basics are never the thing that goes wrong. And we invoice the firm, with contracts on request.
Getting email delivered is its own job, full of acronyms. We do it for you, in plain language, so you can focus on your clients instead of DNS records.
No deciphering bounce codes on a busy day. If a note needs a second look, a person tells you exactly what to do.
What stands out to me most about Mailsoftly is its effortless ease of use and implementation. It is supported by an exceptional customer service team that has been consistently transparent and helpful. The owner has even personally reached out to me for feedback, a level of commitment that truly sets them apart.
I was using another platform previously and in comparison this is a much better service at a lower cost. The customer service has been top notch, quick and effective. I could not recommend their services more.
It has been a very successful software in its field. I can easily recommend it to everyone.
Yes. Mailsoftly records opt-in, includes an unsubscribe link in every email, and leaves room for the disclosures you are required to add, with GDPR compliant handling. We can also invoice the firm and sign a contract.
That is exactly what our guided migration is for, and it is free. We move your contacts, templates, segments, and sign up forms from Mailchimp or Constant Contact, set up just as they were. You keep your list and your history, and we stay with you through your first send. You are not starting over.
We do everything we can to make sure they do. We handle the technical setup, SPF, DKIM, and DMARC, and we monitor your sender reputation so problems get caught early. No platform can promise perfect delivery, but you will have a real person watching it with you instead of figuring it out alone.
If your CRM or planning tool connects to Zapier, your client contacts can sync into Mailsoftly automatically, no manual exports. If you are not sure how to wire it up, our support team will walk you through it.
Your client list is yours. We do not sell or share it, and we handle contacts in a GDPR compliant way. You bring the client contacts you choose to, and you stay in control of your list at all times.
Yes. We can invoice the firm and sign a contract, built for how a practice pays rather than a card on file, so the paperwork is never the barrier to switching.
You can start a free account and explore Mailsoftly before you commit to anything. It is a low pressure way to see the builder, try a campaign, and talk to our team about migrating your list. No credit card required to begin.
Start a free account today. When you are ready, our team moves your client list from Mailchimp or Constant Contact for free, and helps you set up consent and your first update. You are not starting over. We move you.
