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
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.
