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By: Andrew Wallace | August 04, 2014

Mail merge as a function that helps sales and other staff  in your business has been around for a while and Zoho CRM has had a mail merge function for a few years, integrating its online word processor app, Zoho Writer.


However, many users in our experience seem to overlook the fact it is there and we think Zoho CRM users could certainly make better use of it, to merge data in the CRM into printable documents, which can then be mailed to leads or customers.


The mail merge feature is fully built into Zoho CRM and is available as a Zoho Writer integration and also as a Zoho CRM plug in for Microsoft Office.


Zoho Writer allows you to use a normal web browser to create and share documents online.

Zoho CRM is a fantastic small business CRM solution
Zoho CRM Mail Merge decreases time spent on mundane documentation tasks