Zoho CRM Plug-in for Microsoft Office

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Testimonials

  • craigdonnelly: We just migrated our CRM system from salesforce.com to zoho CRM. Annual cost for Salesforce was $1600. Cost for zoho is $300.
  • melcooper: #zohocrm I bundle Zoho CRM with all my new website proposals to leverage the fantastic web form capability. Great value!
  • jfloyd: Zoho CRM adds the ability to manage your email from within the application. Only CRM that I know has this feature

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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.

Zoho CRM - Mail Merge

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

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