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Sincerely

Sincerely is B2B direct-mail software that uses CRM or CSV audiences to create personalized printed mail and measure campaigns against account-level holdout …

Place
#10 of 28
Score
6.6
Sincerely's website

What Sincerely is

Sincerely is B2B direct-mail software that uses CRM or CSV audiences to create personalized printed mail and measure campaigns against account-level holdout groups. It connects to Salesforce and HubSpot, syncing account, contact, opportunity-stage, and campaign-membership data; CSV import is also supported. The software drafts personalized writing from account research and attaches a source to each factual claim. Drafts need human approval before printing, and edits are versioned. Postcards and letters are available, while handwritten notes and gifts are not live because their fulfillment adapters are not built. Address verification and correction are included on every plan, with low-confidence addresses sent for review. All plans include account-level holdouts, and Sincerely says five of eight campaign types measure lift against one. The free Audit plan supports imports, a mailability audit, brand designs, and draft editing, but cannot mail. Campaigns pause when a plan reaches its monthly cap.

Good

  • Connects with Salesforce and HubSpot.
  • CSV audience import is supported.
  • Address verification and correction are included on every plan.
  • Draft edits are versioned.
  • Plans include account-level holdouts.

Watch out

  • The free Audit plan cannot mail.
  • Handwritten notes and gifts are not live.
  • Campaigns pause at the monthly cap.
  • There is no free trial.

Who it suits

It suits B2B teams that want to send personalized postcards or letters to CRM or CSV audiences and measure campaigns using account-level holdouts. Teams should be prepared to approve drafts before printing.

Verdict

Sincerely combines personalized direct mail with holdout-based campaign measurement and human approval before printing. Its free plan cannot send mail, and campaign volume is limited by each plan's monthly cap.

Plans and prices

From Sincerely's own pricing page, checked 4 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Audit planFreeCRM or CSV import · mailability audit · brand kit and designs · draft generation and editing · cannot mail
Pilot$199, paid once100 pieces · account-level holdout · no per-piece charges · credited toward first month if continuing · One time
Core$250 a month150 pieces included · up to 600 a month · letters and postcards · Salesforce and HubSpot sync · account-level holdouts · $250 /mo
Starter$500 a month350 pieces included · up to 2,000 a month · standard reports · $500 /mo
Growth$1,500 a month1,300 pieces included · up to 10,000 a month · eight campaign types · approval workflows and spend limits · opportunity attribution · $1,500 /mo
Scale$3,500 a month3,700 pieces included · up to 25,000 a month · governance and roles · named report contact · lowest per-piece prices · $3,500 /mo

The facts

Each one read from Sincerely's own pages, with the date it was checked.

What it does

Address checks
Sincerely says address verification and correction are included on every plan, with low-confidence addresses routed to review.checked 4 Oct 2026
Agent access
Sincerely supports MCP clients through browser sign-in and OAuth, while actions that print or spend are not available to agents.checked 4 Oct 2026
Campaign measurement
Every plan includes account-level holdouts, and the page says five of eight campaign types measure lift against a holdout.checked 4 Oct 2026
Data use
Sincerely says it does not sell personal information or use CRM data to train models or benefit another customer.checked 4 Oct 2026
Integrations
Salesforce and HubSpot sync account, contact, opportunity-stage, and campaign-membership data, and CSV import is also supported.checked 4 Oct 2026
Live mail formats
Postcards and letters can be mailed today; handwritten notes and gifts are not live because their fulfillment adapters are not built.checked 4 Oct 2026
Mail providers
Lob prints US postcards and letters, while a Canadian provider prints Canadian pieces; customers contract with neither vendor through Sincerely.checked 4 Oct 2026
Personalized writing
The product generates personalized drafts from account research and pins each factual claim to a source.checked 4 Oct 2026
Security
The privacy policy says data is encrypted in transit, access is scoped per workspace, and state-changing actions are written to an audit log.checked 4 Oct 2026
What it does
Sincerely describes itself as software for B2B direct mail that uses CRM or CSV audiences, personalized printed pieces, and measurement against holdout groups.checked 4 Oct 2026

Money

Billing limit
When a plan reaches its monthly cap, live campaigns pause rather than print additional pieces.checked 4 Oct 2026

Where it runs

Human approval
Drafts require human approval before printing, and the product versions edits.checked 4 Oct 2026
The full review of Sincerely

Sincerely turns CRM or CSV audiences into personalized postcards and letters for B2B campaigns. It is best suited to revenue teams that need account-level targeting, source-backed copy and measurable holdouts rather than a basic mail-merge service. The central question is whether its approval controls and attribution justify a paid, capped-volume program.

Overview

Sincerely connects campaign audiences to Salesforce, HubSpot or CSV data, then creates one-to-one printed mail with measurement built in. Its focus on account-level holdouts makes it a strong fit for teams evaluating lift across target accounts. Teams wanting handwritten notes, gifts or broad consumer-mail formats should look elsewhere because only postcards and letters are live.

Key features

Salesforce and HubSpot synchronization brings in account, contact, opportunity-stage and campaign-membership data. CSV import covers teams outside those systems, but it puts audience preparation on them. The supported formats are 4x6 and 6x9 postcards and letters.

Personalized drafts use account research and attach each factual claim to a source. Human approval is mandatory before printing, and edits are versioned. That combination makes generated copy auditable and preserves an editorial checkpoint, although it adds a required step to every campaign.

Address verification and correction are included on every plan. Low-confidence addresses are routed for review, reducing avoidable delivery problems without making the process fully automatic. Account-level holdouts are also universal, and five of eight campaign types measure lift against a holdout; Growth is the point at which all eight types become available.

Lob prints US postcards and letters, while a Canadian provider handles Canadian pieces. Customers do not contract with either provider through Sincerely. When a plan reaches its monthly cap, live campaigns pause instead of sending extra pieces, so forecasting volume is essential.

Data is encrypted in transit, workspace access is scoped, and state-changing actions are recorded in an audit log. Sincerely says it neither sells personal information nor uses CRM data to train models or benefit another customer. MCP clients can connect through browser sign-in and OAuth, but agents cannot perform actions that print or spend. There is no API access.

Pricing

PlanPriceIncludes
Audit planfreeCRM or CSV import, mailability audit, brand kit and designs, draft generation and editing; cannot mail
Pilot$199, paid once100 pieces, account-level holdout, no per-piece charges; credited toward the first month if continuing
Core$250 a month150 pieces included, up to 600 a month, letters and postcards, Salesforce and HubSpot sync, account-level holdouts
Starter$500 a month350 pieces included, up to 2,000 a month, standard reports
Growth$1,500 a month1,300 pieces included, up to 10,000 a month, eight campaign types, approval workflows, spend limits and opportunity attribution
Scale$3,500 a month3,700 pieces included, up to 25,000 a month, governance and roles, named report contact and lowest per-piece prices

The Audit plan is useful for checking data, deliverability and creative, but it cannot send mail. Pilot is a contained 100-piece proof of concept and its one-time fee can reduce the first continuing month. Core is the entry point for regular mailing and CRM sync; Starter suits a larger program but still offers only standard reports. Growth is for teams that need the complete campaign-measurement set, attribution and spending controls. Scale is aimed at high-volume organizations requiring governance and a reporting contact. There is no free trial, and paid plans start at $250 per month.

Platforms

Sincerely is web-based. Salesforce and HubSpot are the native CRM connections, CSV import is supported, and there is no API. MCP access works through browser sign-in and OAuth, with printing and spending actions withheld from agents.

Who it's for

Choose Sincerely if your B2B team already works from account and opportunity data, wants source-backed personalization, and needs holdout-based measurement with human sign-off. It is a poor match for handwritten or gift campaigns, unrestricted volume, API-first automation, or a no-cost sending workflow.

Pros and cons

  • Pros: Account-level holdouts are included on every plan, so measurement is not limited to the highest tier.
  • Pros: Source-pinned drafts, versioned edits and mandatory approval make generated copy reviewable before printing.
  • Pros: Address correction and low-confidence review are included across plans.
  • Cons: The free Audit plan cannot mail, while live programs begin at $250 per month.
  • Cons: Monthly caps pause campaigns when reached, making capacity planning important.
  • Cons: Handwritten notes, gifts and API access are unavailable.

Alternatives

Direct Mail Automation Software is the broader category starting point when you want to compare this approach with other mailing tools.

Pick ZAP~POST instead when API and web access, webhooks and logs, and up to 60,000 Zaps per year on its free annual Pro plan matter more than Sincerely's holdout workflow.

DocuPost is a better fit for pay-per-mailpiece sending, including a free plan with no send limit, when one user and DocuPost branding are acceptable.

Choose Inkit when signature requests and document storage are the priority.

Postalytics suits teams seeking unlimited campaigns, templates and lists on a free plan with per-piece mail charges.

Stannp is an option for a free, high-contact-capacity setup and flexible send volume.

thanks.io fits pay-as-you-go users who require full API access.

Lob Address Verification is the focused choice when address verification, rather than campaign orchestration, is the main need.

PostPilot is worth considering for a free start with platform access and analytics, paying for postcards and postage.

Verdict

Sincerely is the right choice for B2B teams that want CRM-grounded, individually written direct mail with approval controls and holdout measurement at the center. Its main reason to choose it is the combination of source-backed personalization and account-level experimentation. Look elsewhere if you need an API, gifts or handwritten mail, unlimited volume, or a free plan that can actually send.

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