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Microsoft Word


CRM integrated with Microsoft Word and Word Online

Salesboom Cloud CRM is tightly integrated with Microsoft Word documents and Microsoft Online documents to seamlessly flow data from your CRM into Word docs.


Salesboom Document Management is build into our Cloud CRM product and we build custom Word files that, when loaded, bring in the Contact, Account, Opportunity, Product data, etc and do a Mail-merge to place real-time customer information within your Microsoft Word docs.

Perfect for use as template for Mail-merge with Quotes, Invoices, Sales Ordes, Purchase Orders, etc.

Salesboom Cloud CRM has the largest pre-integrate suite of solutions of any Cloud CRM vendor, and now each of these processes, are part of our Cloud CRM and are integrated with Microsoft Word:

  • Web Lead to Closed-Sales Processes
  • Quote-to-Cash Processes
  • Inventory Management Processes
  • Project Management Processes

Salesboom Allows you to save Word Docs as files as well, attached to Leads, Contacts, Quotes, Invoices, Opportunities, or any other object.

Save word files as documents in you Salesboom online Documents folder. Save word files in Office365 with integration to your CRM Save Word Documents in Google Docs, as part of the G Cloud integration with Salesboom Cloud CRM Save Word Docs in Docusign as part of our new Docusign integration.

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