South West ICT Limited recently acquired 100% owner of the CRM2Office brand and will continue to support and enhance the CRM2Office solutions in the coming months.

We would encourage all customers to send us enhancement requests (either via email or via the online forum) where we will review your ideas and begin to plan a development and enhancement programme.

We recognise that some customers have been left in the dark in recent weeks and we would like to assure you that support will resume - and be enhanced - in the coming weeks.

In the meantime if anyone has any questions or concerns please write or email me directly.

Regards,

Simon Leek
Founder and CEO
South West ICT Ltd
simon@crm2office.com

CRM2Office is pleased to announce the release of CRM2Word V1.1.3 for SugarCRM.  The following enhancements and fixes have been applied to this fix.

1. [Enhance] Sorting - you can now choose how your data is ordered before merging
2. [Fix] - contacts merged multiple times
3. [Fix] - contacts removed from a Target List are excluded from the merge

Please download the fix, read the upgrade instructions and apply it asap.

Shortly we will be issuing an update for the CRM2Word plugin.  The enhancements will be:

• Support for sorting the merged list prior to printing
• Fixed duplicated results where contacts have more than one history item
• Fixed query so that people who have been removed from a Target List are not included in the merge

This patch should be available this week.  We will try and include a new feature which writes back a history record for each merged record.

We are pleased to announce that a new build has been applied for CRM2Word.  This build includes support for foreign character sets and includes a few minor enhancements to the GUI.

Existing customers can simply go to their Windows Control Panel and click on the existing CRM2Word installed application within the Installed Applications list and click the update link.

Anyone wishing to try it out can click here to download a free version (no time limit!) but does have restrictions on the number of contacts you can merge at any one time.

We are very excited to release CRM2Outlook LEADS for SugarCRM.  This plug-in for Microsoft Outlook is a time saving solution that automates the process of extracting email-based feedback forms or sales enquiries.

Typical uses include:

• You have an enquiry page on your website which people fill in and submit.  The enquiry arrives in your Outlook Inbox and you currently re-type the details into your SugarCRM database.
• You have an electronic questionnaire that is completed and the contents are emailed to you.  You re-type the results into your SugarCRM database.

CRM2Outlook LEADS automates these processes.  Any type of 'structured' email can be 'mapped' to fields in your SugarCRM database and set to automatically (or manually) extract the email content and create a new Lead or Contact in SugarCRM.

Although SugarCRM has a Web2Lead feature which integrates SugarCRM and a website form, many people do not wish to use this feature.  For example, they want to create a Contact and not a Lead or if the SugarCRM instance needs to go off-line for maintenance, potential enquiries will be lost using SugarCRMs Web2Lead form.

With CRM2Outlook LEADS all enquiries are handled through your Outlook email client so no enquiry is lost and you can choose where in your SugarCRM database the enquiry is created.

CRM2Outlook PRO which is due out later this year will provide advanced integration with MS Outlook.  This includes email archiving, contact/calendar synchronisation, 'active' lookup and much more.

Download your free 60-day trial here

Well, it's been just over one week since we put CRM2Word 2007 for SugarCRM onto http://www.sugarexchange.com and there have already been over 115 downloads!!

You can view the listing here

We're receiving some positive feedback too and I thought I'd share some of the comments with you:

"Awesome, awesome, awesome"

"Great product - I wish I had come across it two months ago"

"Your software was a breath of fresh air"

And to clarify some questions received...

Pricing for CRM2Outlook and CRM2Excel is not yet released.  Nor is there a timescale.  However CRM2Outlook LEADS is in BETA testing so the release is not too far out.  You should see it on sugarforge sometime very soon.

A single user license of CRM2Word 2007 is $49.00 annually.  CRM2Word is one product but CRM2Office is planning the release of several products in the 'family' of CRM2Office productivity plug-ins in the coming months.  There will be a separate price for each plug-in.

• CRM2Outlook will take on two forms:

1. CRM2Outlook LEADS - typically installed onto one PC in an organization and sits there processing inbound emails
2. CRM2Outlook PRO - typically installed onto everyone's PC and syncs calendar and contacts and archives email (in a very neat way I might add!)

• CRM2Excel is still in planning stage and will be launched towards the end of 2010.

There will also be:

• CRM2Word for Word 2003 launched soon

• CRM2Word will be enhanced with additional capabilities including support for Target List merging and also write back a 'History' item for merged records.

Just wanted to keep everyone up to date with the latest developments. 

We have released a patch for CRM2Word which has support for larger data sets and is compatible with all 5.x versions.

If you want to upgrade simply redownload the setup files that were emailed to you and run the installation.  No need to uninstall the previous version as the installation process takes care of that for you.

In the near future we will be adding support for Target List merging as well as writing back to Sugar with a history record linked to Contacts/Leads (showing date, time of merge and what file was physically sent/merged)

Regards

I thought I'd let people know about the release of CRM2Outlook LEADS which has been requested for sometime now.  With this plugin the content in a structured Outlook email is extracted by CRM2Outlook and inserted into your CRM system.

Many organisations we speak to have a website-based enquiry form which sends the details entered to an email address when the form is submitted.  The trouble is that the recipient of the email then has to manually type the details into their CRM system.  Obviously this takes time and is prone to mistypes.

With CRM2Outlook LEADS you simply install the plugin on the PC that is recieving the emails, set up the connection to your CRM (currently only SugarCRM and info@hand CRMs are supported), you then tell the plugin what to look for in the email and where to place it in the CRM (you do this for each field).

For example the body of an email contains....

Firstname:  John
Lastname:   Doe
Organization: ACME inc.

Here, you would map "Firstname: " and anything after this phrase place in leads.firstname field in CRM.

We should see the official release by the end of the month.   I will post an update nearer the time.

We are pleased to announce the release of CRM2Word for info@hand CRBM.  This plugin connects your Microsoft Word 2007 and info@hand systems.  Produce letters, perform mail merges and print labels with ease.

With this release you can find information stored in Accounts, Contacts, Opportunities, Quotes, Leads and User tables.  More tables will be supported in future releases so please use the forum to request your preferences.

There is a free 30-day trial which can be downloaded here.

Our first plug-in for Microsoft Word and SugarCRM is available here.  With this plug-in you can connect Microsoft Word to your SugarCRM CE/Pro/Ent edition and perform a mail merge and print labels.

The plug-in currently only supports Microsoft Word 2007 running on XP, Vista and 7.  A version for Word 2003 will be released shortly.

Features:

• Merge data from Accounts/Contacts and Leads, Custom fields and Users
• Search across multiple tables (i.e. Find all accounts in an industry sector and select only CEOs)
• Search in custom fields
• Search by date and time
• Save searches

These are just a few of the features currently available.

In the near future additional tables will be supported including, Opportunities, Cases, Projects and Custom Modules.

If you would like to suggest an enhancement we would encourage you to participate in our new support forum where you can contribute ideas.

To Buy, Try or view the minimum prerequisites please go to our Buy Now page.  

Enjoy!