Home > Features > Zoho CRM Plug-in for Microsoft Office
The Zoho CRM Plug-in for Microsoft Office is an easy to use productivity add-on to create mail merge documents, such as Form Letters, Address Labels, Envelopes and etc., based on the Zoho CRM data instantly. In addition, you can create mail merge templates in MS Word and upload to secured folders in Zoho CRM.
Your Benefits
Save time by creating mail merge documents in bulk
Generate mail merge documents with up-to-date customer information
Key Features
Create mail merge templates in MS Word with the fields in Leads, Accounts and Contacts modules
Insert Zoho CRM standard, custom, and look-up fields in the mail merge template
Upload the mail merge templates to secured repository in Zoho CRM
Manage folder permissions as per organization hierarchy
Create mail merge documents instantly from Leads, Accounts and Contacts data
"I first looked at ZOHO CRM because of the price. I decided to implement it for my company because of the quality. I decided to invest in the platform because of the innovation.
In my experience implementing a number of CRM systems from Salesforce.com to NetSuite, ZOHO´s feature set and ease of use made it the best fit for my company regardless of price."