Zoho CRM Plug-in for Microsoft Office

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.

• Save time by creating mail merge documents in bulk
• Generate mail merge documents with up-to-date customer information

• 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

Next Step

CRM Solutions

Customer Testimonial

Zoho CRM - Awards

Twitter Updates