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.

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

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!

I thought I'd write a quick blog on our progress with the plugins.  We have had a lot of people ask us when these will be available so here's an update :)

The CRM2Word plugin for all editions of SugarCRM will be available for download on Monday 18th January 2010 and quickly after this the same plugin for info@hand CRBM will be released.

The Outlook and Excel plugins are still in an early state of development and we should see releases of these plugins at the end of the first quarter.

If you have any requests or ideas that you would like to see in any of our plugins please use the forum to register your ideas.

We look forward to a productive 2010.  Happy New Year everybody.  Everyone at CRM2Office wishes you a bright and prosperous 2010.

I thought I'd start our blogging with the company's vision statement and the overall goal of CRM2Office.

Having worked in the CRM space since 1989 I have found it increasingly difficult to get make use of my CRM data quickly and effortlessly.  Even to complete the simplest of tasks such as merging a letter so that the name and address of the person I am writing to appears on the letter without having to re-type the damn thing each time and making stupid typos!

I've worked with over a dozen CRM systems in my time and all of them seem to become too engrossed in keeping up with the next new technology piece to arrive.  Whether its .NET, Web2.0, Cloud this and cloud that.  In the scrabble for innovation, the everyday needs of the user is forgotten.

So, onto our vision statement.

Our vision is to deliver solutions that connect Microsoft Office applications to a CRM system in 3 easy non-technical steps, in less than 90 seconds and that just work, delightfully and for less than $100.

Really its a no brainer.  How much time and effort have you expended trying to extract data, merge CSV files and data sources.  Whatever your charge out rates are or hourly income you only have to mess around for a few minutes before this system pays for itself.

The ultimate vision of the company is to become the global name for quality plug-in's that just work.  Over the coming months CRM2Office will be launching a suite of products which will integrate with a variety of systems including all of the following:

• MS Word plug-in for SugarCRM
• MS Word plug-in for Info@hand CRBM
• MS Outlook plug-in for SugarCRM
• MS Outlook plug-in for info@hand CRBM
• MS Excel plug-in for SugarCRM
• MS Excel plug-in for Info@hand CRBM
• MS Word plug-in for Joomla!

So, bookmark this page and come back soon!

Regards

Simon Leek
CEO
CRM2Office