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CRM with Mail Merge


Which CRM software has the ability to create letter templates and do mail merge to a printer?

asked by Duke D.  –  January 13, 2013

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3 Answers


Saleswah CRM ( has this feature available for holders of Saleswah CRM licenses.
But, I have to warn you: if you were thinking of mass-printing, this is not the software for you. Because the mailmerge happens on the server and the output is local printer- so, it is quite slow.
We created this feature driven specifically by a need of our India based customers who were communicating to their customers who did not have an email address.
Thanks/ Anindya

answered by Anindya Chatterjee  –  January 14, 2013

I know Microsoft Dynamics CRM can do mail merge, but it's a pretty robust solution. What size is your business? What other needs do you have?

answered by Amanda Andonian  –  January 15, 2013

Duke, take a look at BPMonline CRM.

As many other CRM applications it can handle Leads, Opportunities, Accounts and Contacts, Campaigns and Reporting and more. Using this software you are free to choose between built-in mass mail tools and MailChimp integration. In the first case you will get extra features. Such as attaching files or setting a campaign on pause. In the second case you can utilize the power of all the analytical tools of MailChimp.

Test-drive BPMonline CRM at or request live demo:

answered by Sophie B.  –  April 2, 2014

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