Transform your CRM data into personalized proposals, contracts, and emails with one click. Salesboom's Mail Merge eliminates manual data entry and guarantees accuracy every time.
Sales teams, account managers, and operations staff waste countless hours manually copying customer information from CRM systems into Word documents.
Every proposal, contract, follow-up letter, and email requires tedious copy-pasting of names, companies, contact details, and custom fields. The consequences compound quickly:
Typing errors in critical documents damage credibility and professionalism with prospects and clients.
Sales reps spend hours on administrative tasks instead of selling and building customer relationships.
Inconsistent document formatting creates brand confusion and unprofessional customer experiences.
Manual processes don't scale as your business grows, creating bottlenecks and delays.
Copy-paste mistakes in contracts can create legal and financial risks for your organization.
Slow document turnaround times frustrate prospects and delay deals, hurting conversion rates.
Traditional mail merge tools require complex setup, external databases, or technical expertise. Salesboom eliminates these barriers with built-in CRM integration that works in minutes, not days.
Salesboom's Mail Merge tool transforms how businesses create personalized documents by automatically inserting CRM data into Microsoft Word templates.
Instead of manually typing customer information, you simply insert field tags into your template once, upload it to Salesboom, and generate perfectly personalized documents with a single click. The system works seamlessly with your existing CRM data from Leads and other modules, ensuring every document contains accurate, up-to-date information pulled directly from your customer records.
Automatically insert data from any CRM field into Word documents without manual typing or copy-pasting.
Tag generator creates correct field codes instantly, eliminating syntax errors and guesswork.
Support for all Lead module fields including custom fields you've created for your business.
Generate perfectly personalized documents with a single click for individual or multiple records.
Download merged documents ready for email or printing in your preferred format.
If you can use Word, you can use Mail Merge—no training or technical skills required.
Salesboom makes mail merge accessible to everyone on your team, regardless of technical ability. The intuitive interface guides you through the entire process.
Navigate to any Lead/Account record in your CRM and click the Mail Merge button at the top of the page. This opens the Mail Merge Tag Generator and Template uploader interface, ready to create your personalized document.
Use the Field Names dropdown to select any field from the Leads module—Salutation, First Name, Company, Email, Phone, or any custom field you've created. Salesboom instantly displays the correct tag format (e.g., [firstname]) in the Tag Name box. Copy this tag and paste it anywhere in your Microsoft Word template where you want that data to appear.
Design your document in Microsoft Word exactly as you want it to appear, inserting field tags wherever you need CRM data. For example: "Dear [salutation] [lastname], Thank you for your interest in [productinterest]. We'd like to schedule a call with [company] to discuss..." Save your template as a .doc file (not .docx).
Click Choose File, select your .doc template, and click Do Mail Merge. Salesboom processes the document instantly, replacing all field tags with actual CRM data, and provides a downloadable merged file with accurate, personalized information ready to send.
The Mail Merge interface is designed for speed and simplicity, with every element serving a specific purpose.
Shows which CRM module you're generating tags from. When working with Leads, the category displays "Leads," ensuring you're pulling data from the correct source.
Contains every available field in the selected module—standard fields like Salutation, First Name, Last Name, Company, Email, Phone, and all custom fields your organization has created.
Displays the exact tag format you need to copy into your Word template. If you select "Salutation," the box shows [salutation]. This eliminates guesswork and ensures correct syntax every time.
Simple file browser interface where you select your prepared .doc template and initiate the merge process with a single click.
Salesboom's native CRM integration delivers advantages that standalone mail merge tools simply cannot match.
Data flows directly from your CRM with zero configuration—no external databases, no data exports, no CSV files, no complicated mapping. Click Mail Merge and your data is ready.
Unlike mail merge add-ins that require formula knowledge or programming skills, Salesboom's tag generator creates correct code for you. Copy, paste, upload—done.
Mail Merge is a standard feature in Salesboom CRM, not an expensive add-on or separate subscription. Every user has instant access without additional licensing fees.
Documents pull live data from your CRM at the moment of generation, ensuring accuracy even if Lead information was updated minutes ago. No stale data, no synchronization issues.
Use your organization's existing Word templates and document formats—simply add field tags. No need to recreate templates in proprietary formats or learn new document editors.
Start using Mail Merge immediately—no setup wizards, no IT involvement, no training sessions required. The first time you use it, you'll understand exactly how it works.
The financial impact of Mail Merge extends far beyond simple time savings, creating measurable return on investment across multiple dimensions.
Consider a sales rep who creates five proposals per day. Manually typing and formatting each proposal requires 15-20 minutes. That's 90+ minutes daily spent on administrative tasks instead of selling. Mail Merge reduces this to under 5 minutes total—just 1 minute per document. The rep reclaims 85 minutes daily, over 7 hours weekly, and 350+ hours annually. At a conservative $50/hour fully loaded cost, that's $17,500 in productivity recovered per sales rep, per year.
Every document with incorrect customer information damages credibility and may require expensive revision or reprinting. Legal contracts with data errors create compliance risks and potential liability. Mail Merge eliminates these risks entirely by ensuring perfect data accuracy. Organizations report 95%+ reduction in document-related errors after implementing automated mail merge.
Responding to prospect requests within minutes instead of hours or days dramatically increases conversion rates. Studies show that responding within 5 minutes increases qualification rates by 21x compared to 30-minute response times. Mail Merge enables this speed advantage by eliminating document creation as a bottleneck.
As deal flow increases, traditional manual processes require adding administrative staff to handle document creation. Mail Merge allows existing teams to handle 3-5x higher document volume without additional headcount, directly improving per-employee productivity metrics.
Salesboom makes Mail Merge deployment straightforward with immediate results.
Identify your three most frequently created documents—proposals, follow-up letters, contracts, or quotes. Convert these existing Word documents into templates by replacing specific customer information with field tags using the Tag Generator. Upload these templates to Salesboom and test with actual Lead records to verify output quality. Once validated, share templates with your team for organization-wide use.
Schedule a 15-minute team demonstration where you walk through the 4-step process live. Provide team members with a simple reference guide showing common field tags for your business. Encourage experimentation—the system is intuitive enough that hands-on learning works best. Most users become proficient after creating just 2-3 documents.
Create a shared repository of approved templates organized by document type and use case. Standardize naming conventions so templates are easy to find: "Proposal_Services", "Contract_New_Client", "Follow_Up_After_Demo". Include notes within templates indicating which fields are required versus optional. Review and update templates quarterly to ensure they reflect current offerings, pricing, and messaging.
Track document creation time before and after Mail Merge implementation. Monitor reduction in document errors and revision requests. Survey sales and operations teams on time savings and ease of use. Calculate ROI based on productivity recovered and error reduction. Share success metrics with leadership to justify continued investment in automation capabilities.
Experience how Mail Merge transforms document creation from tedious manual work to one-click automation. See Salesboom CRM in action with a personalized demo that shows exactly how mail merge will work for your business.
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