Microsoft Office for Zoho CRM

Mail merge documents instantly using Zoho CRM's Microsoft Office Extension.

Built for: CRM Developed by: Zoho Corporation

Zoho CRM for MS Office lets you easily integrate all your MS Office documents with your Zoho CRM account and manage all documents, spreadsheets, presentations and databases from within Zoho CRM.

Key Features:

  • Create personalized module-based templates using Zoho Writer.
  • Get updated user information in user documents.
  • Manage templates in secure folders.
  • Access your Office suite from within Zoho CRM.

Whether it’s address labels or form letters, month-on-month bills or mass emails, sharing tailored information with multiple recipients can be quite a challenging task. The Mail merge feature automates creating hundreds of such customized documents to share relevant information with your target audience easily in less time.

Tags

Deployment type Built-in integrations
Published date Jul 6, 2016
Version 1.0
Category Sales
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

For Support Requests

Report an issue

This app is published in accordance with Marketplace review process. Click here to know more.

Newsletter
Get the latest news on useful apps to simplify work and increase productivity.