1. Email Welcome letter (Immediately after the service)

2. Mail Welcome packet (Next day)

3. Call Visitor and thank them for coming (the night of their visit)

4. In two weeks call them again and check on them

We are using a couple of volunteers for this. I'm wanting to automate and help track each visitor to make sure each step is done. 

I will upload new visitors each week and then want the program to automatically send welcome email. I then want the system to notify Volunteer One that she needs to call them. She needs a way to track the call whether she actually talked to a real person, then call is completed or an answering machine, which means she will contact them again over the next days. Two weeks after the initial phone call she needs a new reminder staying follow up call. After she completes this call I would like to be able to look at some sort of dashboard or report to see the status of each person.

Can it also print up a customized welcome letter and address the envelope for mailing?

Is there a way for 2 people to do the calling and keep track of who is calling which visitor?

Obviuosley every week we will be adding new visitors to the list.