Best CRM Software for Microsoft Word
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Compare the Top CRM Software that integrates with Microsoft Word as of August 2025
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This a list of CRM software that integrates with Microsoft Word. Use the filters on the left to add additional filters for products that have integrations with Microsoft Word. View the products that work with Microsoft Word in the table below.
What is CRM Software for Microsoft Word?
CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding. Compare and read user reviews of the best CRM software for Microsoft Word currently available using the table below. This list is updated regularly.
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1
Planfix
Planfix
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.Starting Price: $0 per user per month -
2
Titan
Titan
Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!Starting Price: $12 per month -
3
Visual Planning
Stilog Inc.
Visual Planning is more than just overseeing projects, scheduling field teams, managing production timelines, or streamlining manufacturing operations—it’s a flexible, all-in-one platform built to support a wide range of business needs. From simple task coordination to complex, multi-layered workflows, VP adapts to how you work and brings structure, visibility, and efficiency to every part of your operation. VP gives you complete visibility into your projects, teams, equipment, machines, work orders, and operations—helping you coordinate every aspect of your business with confidence. Whether you're managing job sites, dispatching field crews, or overseeing production lines, our platform keeps everything and everyone connected. Collaborate across departments, adjust schedules on the fly, and keep work moving forward—on any device, from anywhere. Thousands of companies trust VP to simplify how they manage people, projects, equipment, and operations. Get your free custom demo today.Starting Price: $15.00/month/user -
4
Intapp DealCloud
Intapp
Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud. -
5
1CRM
1CRM Systems Corp.
1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.Starting Price: $13.00/month/user -
6
BizPlanBuilder
Business Power Tools powered by Jian
If you're here to produce a convincing business plan you can actually use, let's make sure it does everything you need. BizPlanBuilder® creates a detailed strategic business plan for "lean" growth and, if or when you need it, a credible and compelling investor pitch to raise capital on the best terms. BizPlanBuilder helps you write a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates in Microsoft® Word, flexible Excel financial models, and PowerPoint presentation ("pitch" deck) can be accessed online where you can collaborate with your team and advisors. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It’s the fastest and easiest way of turning your ideas into an investment-grade business plan and a successful company.Starting Price: $27/month -
7
ClickUp
ClickUp
ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team. Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.Starting Price: $5/user/month -
8
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
9
IXACT Contact
Elm Street Technology
IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%. -
10
Cosential
Cosential
Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its “Growth and Relationship Management” software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo. -
11
Creatio
Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.Starting Price: $25 per user per month -
12
In Mind Cloud
In Mind Cloud
Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP to help you sell and be easy to buy from. Reduce Costs Don't settle for misconfigurations, costing inaccuracies, or production errors. Unite your entire manufacturing sales process without failure-prone manual workarounds. Improve Your Sales Efficiency Find out how you can simplify your sales and watch your conversions soar by reimagining an effective sales process. Happy sales teams, happy customers. Gain a Competitive Advantage Are global competitors stealing your deals? Play to your strengths, showcase your product expertise, and scale your business in an ever-changing market. Increase Your Revenue Put the right offers in front of the right audience, at the right time. Engineer your growth by focusing on your sales management to yield higher resultsStarting Price: $125 USD -
13
Auric Prospector
Auric Technology
Auric Prospector is a one-stop CRM solution designed to help businesses bridge people and processes. An on-demand customer management system, Auric Prospector offers flexible and innovative built-in features that help teams optimize processes and manage contacts, prospects, and customers. It offers a wide range of tools for opportunity or lead management, customer service and support, list management, contact management, ERP, reporting and analysis, and more.Starting Price: $20.00/month/user -
14
Zoho CRM Plus
Zoho
Your customers deserve a better experience. Zoho CRM Plus is a unified customer experience platform that helps you deliver an exceptional experience to every customer across all stages of their lifecycle and convert them into brand advocates. Engage with customers across multiple channels at each stage of the lifecycle. Get the right context across different media and stay notified in real-time. Manage conversations with multiple teams in one single thread. Better customer experience begins with aligning all your teams and making sure they keep customers at the center of whatever they do. Zoho CRM Plus unifies your marketing, sales, and support teams and provides them with the proper toolset so they can do just that. Work intelligently across all of your teams using Zia, Zoho's AI-based voice assistant. From predicting business trends, to suggesting the best time to contact a customer, to finding email and ticket sentiments and to providing intelligent business dashboards.Starting Price: $60.00 per user per month -
15
SalesHiker
SalesHiker
We make software easy to use applications for your business so you can automate your business processes. With Sales Hiker, you can minimize your time to maintain records and retrieve necessary reports easily so you can use your and your team’s valuable time on more important tasks to grow your business. We are constantly working on improvising each feature and will add more. Mobile App for all subscribers at no additional cost. Sales Hiker Mobile has all features that’s in web version on mobile app. Absolutely no limits. Even Admin can manage their tasks from the same mobile app. Respond quickly to sales inquiries. Take quick action for all marketing tasks. Close more deals. Login with the same username and password you use to access SalesHiker CRM. All Sales, Marketing and Field level teams can use to access CRM from anywhere anytime. Forecast sales of your sales-team by monthly, quarterly and yearly agianst goal and actual sales.Starting Price: $16 per user per month -
16
Salesboom CRM
SalesBoom
Since the entrance of CRM in hospitality industries, the traditional way of travel agents and other representatives arranging hospitality services for hotel and travel reservations has changed. Since the introduction of CRM software for hotels and the hospitality industry, hoteliers have embraced the potentials of on-demand Customer Relationship Management (CRM) services in the Industry. CRM software offers the opportunity to cut distribution costs, preserve brand and price integrity and to operate at a step remove from industry discounters. Internet users are educated and savvy and appreciate sophisticated and smooth online services, and they have taken up e-billing and self-serve options with as much gusto as the hoteliers themselves. Salesboom offers hoteliers CRM software with integrated and synchronized performance across all channels including call center, billing and administration, sales, etc.Starting Price: $14 per user per month -
17
Continuum CRM
Continuum CRM
Continuum CRM handles the most complex fee and deposit structures, merged documents for agreements and contracts, and shared calendars, and includes a flexible workflow engine to move prospects through long sales cycles. Our inventory management feature captures the history of each residence, from move-in to move-out, giving organizations details on occupancy, turnover, and marketability. With Continuum CRM's email marketing platform, you have the ability to track and manage all your email campaigns. The scheduling function simplifies marketing automation. Our fully customizable workflow engine adapts to your sales methodology with built-in processes for residential and assisted living, inventory management, referral networks, events, and advertising. Continuum's referral network process gives professionals insight into their strongest referral sources to manage and market more effectively.Starting Price: Free -
18
SmartKarrot
SmartKarrot Inc
SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. -
19
LexisNexis InterAction
LexisNexis
An innovative CRM solution for law firms that helps you turn relationship insights into real results. Leverage your firm’s valuable relationship intelligence and uncover new revenue opportunities. InterAction Business Edge provides dashboards and reporting for firm-wide insights into key targets and opportunities. InterAction collects and aggregates your firm’s client and prospect data to form a more complete relationship picture. InterAction Mobility gives you complete access to the relationship details you rely on every day, anywhere. With our business development software for law firms, you’ll know how to optimize your firm’s efforts and better deploy your marketing and business development resources to gain a competitive advantage. Win more business from clients and prospects with InterAction Business Edge. -
20
Sorcero
Sorcero
Sorcero is an AI-powered platform designed to transform complex medical data into actionable insights for the life sciences industry. With its suite of products, including Medical Insights Management, Intelligent Publication Monitoring, Plain Language Summaries, and Intelligent Systematic Literature Review, Sorcero unifies and analyzes unstructured and structured data from a variety of sources. By using AI to analyze medical themes, notes, and research, Sorcero delivers high-quality, easy-to-understand answers to complex medical questions, helping teams in Medical Affairs, Pharmacovigilance, and Regulatory Affairs drive more informed decisions. The platform supports rapid literature monitoring, content generation, and evidence-based decision-making, ultimately boosting patient outcomes and enhancing operational efficiency. -
21
xpdCrm
xpdoffice
xpdCrm is part of a complete professional services automation software application that will put your organization in charge of your sales data. This comprehensive addition to the xpdOffice suite of enterprise-wide on-demand solutions is easy-to-use and provides companies with the ability to manage opportunities and help close deals. With xpdCrm you can spend more time concerning yourself with customers and less time trying to administer the process. xpdCrm fits the way you handle leads and customers and gives you real-time reporting to analyze your business and make better decisions. Your personnel need solutions that make their jobs easier, not more difficult; simple, not complicated. With xpdCrm, you have speedy access to your customer’s data, and because xpdOffice is web-based, the information is available online from anywhere in the world. Even from your cell phone through xpdWireless. And xpdOffice links effortlessly to other popular applications like Microsoft Word. -
22
SurveyXact
Ramboll Management Consulting
Many companies implement SurveyXact surveys with ongoing data collection. For these companies, it would often be advantageous to automate the collection of data with SurveyXact’s API solution. SurveyXact is Scandinavia's leading tool for creating questionnaire-based surveys. Easy, secure, flexible, and guaranteed to discover new knowledge in a way that creates results. If you need help, our experienced employees are at your service. Employees with more than 30 years of experience with all types of questionnaires for governmental as well as privately-owned organizations. Our supporters are experts in using SurveyXact - and in helping you out. We are ready to receive your call every week-day, so you are never alone. With a license to SurveyXact you also gain access to our courses. It could not be any easier to get started with your own surveys. Scandinavia's leading survey tool is in use in countless governmental and privately-held organizations of all sizes and in all areas. -
23
Vital Software
Vital Software
At Vital Software, we are dedicated to creating software that works the way you do. Vital Software produces solutions that cover all areas of the automotive industry. Vital Software is a leading provider of data-driven solutions for the automotive industry. Our customers include best-of-breed OEMs, dealer groups, and dealership businesses, and assist in the areas of Customer Relationship Management (CRM), lead distribution, CSI management, service and parts performance reporting, and more. Configurable so that the BDC is able to schedule customer contact points based on their own business processes, as well as measure customer satisfaction against CSI scorecards. Vital Software’s extensive marketing suite which provides is the ideal solution to plan, deliver, and report on marketing efforts across the dealer group. Create, manage, and analyze results from campaigns. Launch mail, email, and SMS wizards at the click of a button to send personalized communications.
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