Microsoft Office® Integration

vtiger CRM plug-in for Microsoft Word®

With the vtiger CRM plug-in for Microsoft Word® you can easily create mailings, envelopes, address stickers/labels and other documents, based on the data stored in vtiger CRM.

Some of the Key Features:

• Create Microsoft Word® templates based on database fields from your vtiger CRM. (leads, organizations, contacts, and tickets)
• Create documents frome these templates filled with data from your vtiger CRM database

Create Mail Merge Templates

You can create mail merge templates for leads, contacts, accounts, and tickets using the vtiger CRM database fields, allowing you to generate on-the-fly documents out of vtiger CRM. Once mail merge templates are created, you can store the templates either locally or remotely.

Managing Mail Merge Documents

After creating mail merge templates in Microsoft Word, by importing the vtiger CRM specific database fields, upload the mail merge template onto the vtiger CRM server.

Subsequently, users can start using these templates and create personalized Microsoft Word documents, by merging the customer-related data, such as accounts, and contacts.

Once the documents are created, you can either store them locally on your computer or make it available in the vtiger CRM documents storage system for public use.

You can also send these documents to your customers.??

Storing Mail Merge Templates

After creating a mail merge template in Microsoft Word, store it in vtiger CRM, for users to merge their customer data with the template and create documents.

Creating Mail Merge Documents

You can create Word documents merging the vtiger CRM data with the required Leads, Accounts, and Contacts.?

You can create mail merge documents for an individual or for a list of leads, accounts and contacts.