| Klant CRM Office Plug-in for Microsoft? Word? is a fully functional, enterprise-grade business productivity enhancement add-on for creating on-the-fly mail merge documents, such as form letters, mailing labels, envelopes, catalogs, and other documents based on customer data source in Klant CRM. |  |
Key Modules
- Create mail merge templates from Microsoft? Word? based on Klant CRM database fields (Leads, Accounts, Contacts, and Tickets).
- Create mail merge documents from Klant CRM based on leads, accounts, and contacts-related data.
Try Klant CRM Office Plugin Now
Before creating mail merge templates from Microsoft? Word? connect to Klant CRM Demo running as given below:
- Start the Microsoft? Outlook?.
- Select the Tools -->Options menu.
- In Options dialog, select the Klant CRM tab and enter the user login details.
- Click the OK.
- Now start working with Klant CRM Outlook Plug-in.
