This category includes blog articles relevant to the Click2Mail CRM Hub.
How Outsourced Mailroom Services Can Cut Costs and Boost Results
By Lee Garvey (Refreshed 11/10/2025)
In an age of digital everything, the humble mailroom might seem like a relic. Yet, it remains a critical hub for invoices, legal documents, and marketing campaigns that demand a physical presence. But managing this operation in-house often means grappling with hidden costs, logistical headaches, and a drain on productivity.
This is where a strategic shift changes the game. Outsourced mailroom services are transforming this traditional cost center into a powerful engine for efficiency and growth. By partnering with a specialized provider, businesses are not just sending mail—they are unlocking significant advantages that directly impact the bottom line.
Launch 500 postcards / flyers / letters in ~5 minutes. We print, address, and mail for you.
Upload your design and mailing list, pay, done.
No post office run. No subscriptions.
Next-business-day mailing for most products.
What Are Outsourced Mailroom Services? (And Why Now?)
Outsourced mailroom services involve handing over the daily management of your company’s physical mail and packages to an external expert. This isn’t just about dropping letters in a mailbox; it’s about integrating a streamlined, technology-driven process that handles everything from start to finish. This model has gained traction because it directly addresses the modern need for agility and digital fluency in every business operation.
Key functions typically include:
- Inbound Processing: Sorting, distributing, and even digitally scanning incoming mail.
- Outgoing Management: Handling the preparation, postage, and dispatch of all letters and packages.
- Advanced Tracking: Providing visibility into the status of both incoming and outgoing items.
- Digital Integration: Offering electronic delivery options and seamless data entry into your company’s systems.
Read more: Direct Mail Automation: Streamlining Your Marketing Workflow
The Compelling Cost Benefits of Mailroom Outsourcing
While cutting expenses is a major draw, the real financial power of outsourcing lies in strategic resource reallocation. It moves mail from a fixed, overhead-heavy cost to a variable, predictable operational expense.
Slash Overhead & Capital Expenditure
Eliminate the need for dedicated mailroom space, expensive sorting equipment, printers, and perpetual supplies. This frees up both physical space and capital that can be better invested in core business initiatives.
Reduce Labor and Operational Costs
Remove the costs associated with hiring, training, salaries, and benefits for dedicated mailroom staff. The hidden expenses of managing these employees and troubleshooting operational delays also vanish. It’s crucial, however, to prioritize value over just the lowest price, as poor service can undermine any potential savings.
The Power of a Scalable, Pay-As-You-Mail Model
This flexibility is a game-changer for businesses with fluctuating mail volumes. You only pay for the services you use when you use them, providing financial predictability and preventing you from paying for idle capacity during slow periods.
Efficiency in Action: Speed and Productivity Gains
The efficiency gains from outsourcing are immediate and measurable. Expert providers use optimized processes and technology that drastically reduce processing times and minimize human error.
This operational speed is a significant advantage. It’s possible to submit a mail piece in the evening and have it enter the postal system the very next morning—a turnaround that is often unachievable in a traditional, in-house mailroom.
This newfound efficiency has a ripple effect across the organization. When your team is freed from the time-consuming tasks of sorting, stamping, and running to the post office, they can redirect their energy toward their primary responsibilities, driving innovation and revenue.
Beyond Savings: The Strategic Edge of Scalability
Modern outsourcing provides more than just convenience; it offers a strategic edge. The ability to scale your mailing efforts up or down instantly allows for a more agile and data-driven approach to direct mail.
This model empowers businesses to move beyond the old “spray and pray” method of mass mailings. Instead of committing to a single, large, and expensive print run, you can now create multiple versions of a mail piece in small quantities. This allows for real-world A/B testing to see which message, design, or offer resonates best with your audience before scaling up what works.
Crucial to this is controlling the timing of your mail. Some providers can turn around orders overnight, ensuring a time-sensitive piece—like a limited-time offer or a legal notice—lands in a prospect’s mailbox at the perfect moment to maximize impact.
Integrating Advanced Technology into Your Workflow
Today’s mailroom outsourcing is powered by sophisticated technology that integrates physical mail into your digital workflow. This transforms a standalone operation into a connected component of your business strategy.
Automation and Digital Mail Management
Providers utilize automated sorting and tracking systems that ensure accuracy and speed. Many also offer digital mailrooms, where inbound physical mail is scanned and delivered electronically to the intended recipient, speeding up internal processes dramatically.
Seamless API and CRM Integration
The true power is in connectivity. Leading services offer direct integration with popular CRM and business software platforms. This allows you to automate your direct mail—like sending a welcome postcard or a follow-up letter—directly from your customer management system, based on triggers you set.
Data-Driven Visibility and Reporting
Gone are the days of mailing into a void. Advanced tracking and reporting tools give you clear visibility into your mail’s journey and performance. You can track delivery, monitor response rates via QR codes or personalized URLs, and accurately measure the return on investment of your campaigns.
Ensuring Security and Compliance in Your Outsourced Mailroom
Entrusting your mail to a third party requires confidence in their ability to protect sensitive information and adhere to regulations. A reputable provider transforms this potential vulnerability into a fortified, compliant process.
Robust Data Protection and Confidentiality
Your sensitive information is safeguarded through secure facilities, strict access controls, and encrypted data handling. This ensures the confidentiality of everything from client invoices to legal documents, protecting both your business and your customers.
Adherence to Regulatory Standards
Specialized providers navigate complex postal regulations and data privacy laws, ensuring your mailings are always compliant. This reduces your legal risk and is especially critical for industries like legal and healthcare, where mailing errors can have significant consequences.
Secure Chain of Custody
For critical documents like certified mail, a secure chain of custody is essential. Look for providers that offer end-to-end tracking and handling, guaranteeing your important mail is managed responsibly from submission to delivery and providing a verifiable audit trail.
Ready to Transform Your Mail Operations?
The strategic advantages of outsourcing are clear: significant cost savings, enhanced efficiency, and powerful scalability. Now, it’s time to move from concept to reality. Click2Mail provides a comprehensive online platform that eliminates the burdens of traditional mailrooms, allowing you to send professional letters, postcards, and certified mail without ever handling a printer, envelope, or stamp. With no subscriptions, no minimums, and next-day mailing for most products, you gain all the benefits we’ve discussed without any of the legacy hassle.
About Lee
Lee Garvey is the founder of Click2Mail, a pioneering platform in cloud-based direct mail automation since 2003. Under his leadership, Click2Mail has become a trusted USPS partner, helping thousands of businesses streamline their mailing processes and effectively bridge the gap between digital and physical marketing.
Launch 500 postcards / flyers / letters in ~5 minutes. We print, address, and mail for you.
Upload your design and mailing list, pay, done.
No post office run. No subscriptions.
Next-business-day mailing for most products.
Common Misconceptions about Online Mailing
When it comes to online mailing, there are a few myths that need busting. Let’s tackle them head-on.
The Cost Conundrum
Many people assume that online mailing services come with hefty fees, especially for small batches, says Carly Brown, customer support manager at Click2Mail.
“People always think it’s going to cost a lot of money,” she says. “If someone only has 50 postcards to send, they assume there will be lots of fees. But we don’t have any of that. You only pay for what you mail.”
In reality, online mailing can be significantly more cost-effective than traditional methods, especially when you factor in the hidden costs of DIY mailing. For businesses concerned about costs, it’s helpful to learn about the hidden costs of poor mailing lists and how to optimize your budget.
The Complexity Myth
Another prevalent misconception is that online mailing is complicated. In fact, the process has been streamlined to be user-friendly and intuitive, even for those who aren’t tech-savvy. There are a plethora of free online services that allow you to create striking direct mail pieces, and then all you need to do is upload your design and your contact list to a direct mail service like Click2Mail. This is part of the growing DIY revolution in direct mail marketing.
Traditional Mailing vs. Online Mailing: A Day in the Life
Let’s compare a typical day of traditional mailing to the online mailing process:
Traditional Mailing:
- Design your mailpiece (1-2 hours)
- Print your documents (1-3 hours, depending on quantity)
- Purchase envelopes and stamps (30 minutes)
- Stuff envelopes and apply postage (1-2 hours)
- Drive to the post office (30 minutes)
- Wait in line (15-45 minutes)
- Mail your items (5 minutes)
Total time: 4-9 hours
Online Mailing:
- Upload or create your design (15-30 minutes)
- Upload your mailing list (5 minutes)
- Select your mailing options (5 minutes)
- Review and approve (5 minutes)
- Pay and send (2 minutes)
Total time: Less than an hour
The difference is clear: online mailing can save you hours of valuable time and eliminate the need for supplies and trips to the post office. This is why many businesses are downsizing their in-house mailroom operations in favor of online services.
Not only that, you’ll spend far less money – you can send glossy postcards with your own design to a contact list of 50 people for only about $30-35 in many cases.
Getting Started: What You Need
Before you embark on your online mailing journey, make sure you have these essentials:
- A document to mail: This can be a letter, postcard, brochure, or any other type of mailpiece. For help choosing the right format, check out our direct mail formats guide.
- A mailing list: A compilation of addresses for your recipients (don’t worry, we’ll discuss an alternative option later). Understanding why bulk address validation is vital can help ensure delivery success.
- Access to an online mailing service: Choose a reputable provider that offers the features you need.
With these three elements in hand, you’re ready to start sending mail online!
Step-by-Step Guide to Sending Mail Online
Now, let’s walk through the process of sending mail online:
Step 1: Choose Your Mailing Service
Select an online mailing service that offers a user-friendly interface, competitive pricing, and the features you need. Look for providers that integrate with popular design tools and customer relationship management (CRM) systems for added convenience. Yes, there are services that allow you to automatically send direct mail straight through your CRM – we’ll get to that shortly.
Step 2: Create or Upload Your Document
You have two options here:
a) Upload an existing document
b) Create a new design using the service’s built-in tools or templates
Many online mailing services offer integrations with popular design tools like Canva or Adobe Express, allowing you to create professional-looking mailpieces without graphic design experience. At Click2Mail, our system goes even further: we accept any valid PDF, no matter what design or composition tool you used to create it.
Step 3: Prepare Your Mailing List
Upload your mailing list in a compatible format (usually CSV or Excel). If you’re targeting a specific local area, some services offer an Every Door Direct Mail (EDDM) option, which we’ll discuss in more detail later. Learning how to easily segment your mailing list can significantly improve your results.
Step 4: Select Your Mailing Options
Choose your mailing preferences, such as:
- Mail class (First-Class, Standard, etc.)
- Paper type and weight
- Color options (black and white or full color)
- Mailing date
Step 5: Review and Approve
Carefully review your mailpiece and mailing list. Most services provide a digital proof for you to check before printing.
Step 6: Pay and Send
Once you’re satisfied with everything, proceed to payment. Remember, you typically only pay for the pieces you’re mailing – no hidden fees or minimum quantities.
By following these steps, you can transform your mailing process from a day-long ordeal into a streamlined task that takes less than an hour. Plus, with the right online mailing service, you can automate recurring mailings, track your campaigns, and even integrate with your existing business software for a truly seamless experience.
Advanced Features and Options
Once you’ve mastered the basics of online mailing, it’s time to explore some advanced features that can take your direct mail campaigns to the next level.
Every Door Direct Mail (EDDM)
EDDM is a game-changer for local businesses. This service allows you to target specific carrier routes without needing a mailing list.
“With EDDM, you can mail a document to a carrier route which negates need for mailing list,” Carly says. “If you had a restaurant or something and it was perfect for everyone in the neighborhood, you can just use EDDM. That’s a pretty big innovation for some people.”
EDDM is perfect for businesses like:
- Restaurants
- Local service providers
- Retail stores
- Community organizations
Keep in mind it’s not as good of an option for, say, a landscaping service, since it will go to people who live in apartments. It just depends on your business.
Design Assistance
Gone are the days when you needed to be a graphic designer to create professional-looking mailpieces. Many online mailing services offer:
- Pre-made templates: Choose from a variety of designs tailored to different industries and purposes.
- Integration with design tools: “People think it’s going to be hard to design the mailpiece,” Carly says. “That’s not true anymore either because of Canva and that Adobe thing. You can get free or very cheap template graphic art that looks really professional.”
- Custom design services: Some providers offer professional design services for a polished, unique look.
Tips for Successful Online Mailing Campaigns
To make the most of your online mailing efforts:
- Segment your audience: Use data to target specific groups within your mailing list. Demographic-targeted direct mail can significantly improve response rates.
- Personalize your content: Many online mailing services offer variable data printing, allowing you to customize the messaging on each piece. Advanced personalization techniques can include AI-generated handwritten mail for a personal touch.
- Test different designs: Use A/B testing to determine which designs resonate best with your audience.
- Track your results: Take advantage of tracking features to measure the success of your campaigns. Direct mail tracking can help increase sales.
- Combine with digital efforts: Use QR codes or personalized URLs (PURLs) to bridge your print and digital marketing. Multi-channel marketing is increasingly important for success.
Take the First Step: Try Your First Online Mailing Campaign with Click2Mail
Now that you’ve seen how easy and effective online mailing can be, it’s time to take action. Why not start with a simple campaign to experience the benefits firsthand?
Start Small, Think Big
- Visit Click2Mail’s website
- Click “New Customer” and create your free account
- Design your first mailpiece using our easy templates
- Upload your mailing list
- Send your first campaign
Looking Ahead: Streamline Your Process with CRM Hub
Once you’ve experienced the ease of online mailing with Click2Mail, you might be wondering how to make it even more efficient. That’s where Click2Mail’s CRM Hub comes in.
For businesses ready to take their direct mail to the next level, CRM Hub offers:
- Seamless integration with your existing CRM
- Automated mailing campaigns
- Real-time tracking and reporting
- Personalized communications at scale
When you’re ready to supercharge your direct mail efforts, CRM Hub will be there to help you save even more time and boost your ROI.
About Lee
Lee Garvey is the founder of Click2Mail, a pioneering platform in cloud-based direct mail automation since 2003. Under his leadership, Click2Mail has become a trusted USPS partner, helping thousands of businesses streamline their mailing processes and effectively bridge the gap between digital and physical marketing.

