The #1 Stock-Aware CRM for Microsoft Office
Prospect is the perfect CRM for your Wholesale or Distributor business.
Integrate Prospect CRM with your Microsoft Office apps.
Create Word Templates
The Prospect CRM Add-in for Word helps you create Word templates and easily add search & replace fields - here's how.
Save Emails from Outlook/Gmail
Quickly and easily save emails from Outlook desktop, Outlook web, or Gmail into Prospect CRM using the Save to CRM Add-in.
Trusted by wholesale businesses worldwide
Key Info
What is Microsoft Office?
Microsoft Office is a family of client software, server software, and services developed by Microsoft.
Minimum CRM Package
Microsoft Office Integrations
Discover which Microsoft Office apps Prospect CRM integrates with in the guide below.
FAQs
How does Prospect CRM integrate with Microsoft Office?
Prospect CRM integrates seamlessly with Microsoft Office, allowing you to manage emails, documents, and customer data within your CRM. The integration supports Outlook for email syncing, Word for document templates, and Excel for report sharing. Learn more about our Microsoft Office integration here.
Can I create and store Microsoft Word templates in Prospect CRM?
Yes, you can create and store Word document templates directly in Prospect CRM. This makes it easy to generate quotes, proposals, and other customer documents with pre-filled data.
Can I send emails from Prospect CRM using Outlook?
Yes, you can send emails from Prospect CRM using Outlook, ensuring all customer interactions are recorded in the CRM. This keeps your communication history up to date without switching between apps.
How much does Prospect CRM’s Microsoft Office integration cost?
The Microsoft Office integration is included from the Start-Up plan and above. Pricing depends on the package you choose based on your business needs. Check out our Pricing page for more details.