The best WYSIWYG CRM editor
Building or extending. Tracking or nurturing.
No matter the project, TinyMCE works best.
Eliminate silos and create consistent experiences
The TinyMCE WYSIWYG editor improves your ROI, streamlines the UX of your CRM system and enhances its outputs. Your developers have full control of the code, UI, configuration and integrations, while your non-technical users – sales people, marketing teams or users – can create, manage and modify every type of content within your CRM platform, including emails, social posts, proposals and reports.
CRM starter config
The basic editing experience every CRM should start with. Includes all the editing controls your users expect, plus PowerPaste, Spell Checker Pro, Templates and more.
1<!doctype html>
2<html>
3<head>
4<meta charset="utf-8">
5<title>TinyMCE CRM Starter Config (Email Functionality)</title>
6<meta name="viewport" content="width=device-width, initial-scale=1">
7<script src="https://cdn.tiny.cloud/1/no-api-key/tinymce/7/tinymce.min.js" referrerpolicy="origin"></script>
8<script>
9 tinymce.init({
10 selector: '#editor',
11 plugins: 'ai advcode advtemplate autocorrect autoresize editimage emoticons image inlinecss link linkchecker lists markdown importword mergetags powerpaste tinymcespellchecker math',
12 menubar: false,
13 statusbar: false,
14 min_height: 300,
15 max_height: 500,
16 autoresize_bottom_margin: 20,
17 toolbar: 'undo redo | importword | spellchecker | formatgroup | aidialog aishortcuts | link emoticons image inserttemplate mergetags | code | math',
18 toolbar_groups: {
19 formatgroup: {
20 icon: 'format',
21 tooltip: 'Formatting',
22 items: 'blocks fontfamily fontsize | bold italic underline strikethrough forecolor | align bullist numlist outdent indent blockquote'
23 }
24 },
25 toolbar_location: 'bottom',
26 advcode_inline: true,
27 font_size_formats: "8px 10px 12px 14px 18px 24px 36px",
28 importword_service_url:
29 "https://importdocx.converter.tiny.cloud/v2/convert/docx-html",
30 formats: {
31 h1: {block: 'h1'},
32 h2: {block: 'h2'},
33 p: [
34 {block: 'p'},
35 {selector: 'p'}
36 ],
37 small: {block: 'small', styles: {fontSize: '12px', color: '#aaaaaa'}}
38 },
39 ai_shortcuts: [
40 { title: 'Summarize content', prompt: 'Provide the key points and concepts in this content in a succinct summary.' },
41 { title: 'Improve writing', prompt: 'Rewrite this content with no spelling mistakes, proper grammar, and with more descriptive language, using best writing practices without losing the original meaning.' }
42 ],
43 block_formats: 'Normal=p; Heading=h1; Sub heading=h2; Small=small',
44 forced_root_block: 'p',
45 forced_root_block_attrs: {'style': 'font-size: 14px; font-family: helvetica, arial, sans-serif;'},
46 images_file_types: "jpeg,jpg,png,gif",
47 spellchecker_active: false,
48 powerpaste_word_import: 'clean',
49 powerpaste_googledocs_import: 'clean',
50 powerpaste_html_import: 'clean',
51 link_target_list: false,
52 link_list: [
53 { title: "Product demo", value: "https://www.tiny.cloud/" },
54 { title: "Pricing", value: "https://www.tiny.cloud/pricing/" },
55 { title: "Sign up", value: "https://www.tiny.cloud/signup/" },
56 {
57 title: "Case studies",
58 value: "https://www.tiny.cloud/solutions/content-authoring-tool/",
59 menu: [
60 { title: "Thomson Reuters", value: "https://assets.ctfassets.net/sn6g75ou164i/529dmerPtej8eu8wxRFSIQ/9eeeacaf7c7f45b43db991a7064c354d/tiny-case-study-thomson-reuters.pdf" },
61 { title: "Morning Brew", value: "https://assets.ctfassets.net/sn6g75ou164i/5Y5ETFsqsbxrn8KrfxxuSn/eba8bdd4be3b378b167bc9e9016f9206/tiny-case-study-morning-brew_1_.pdf" },
62 { title: "Accelo", value: "https://assets.ctfassets.net/sn6g75ou164i/4Zg8kQr3vcRpwWCcjwuwTy/0363c30c76032d69d25b68a6a625126b/tiny-case-study-accelo.pdf" }
63 ]
64 }
65 ],
66 mergetags_list: [
67 {
68 title: "Lead",
69 menu: [{
70 value: 'Lead.FirstName',
71 title: 'Lead First Name'
72 },
73 {
74 value: 'Lead.LastName',
75 title: 'Lead Last Name'
76 },
77 {
78 value: 'Lead.Organization',
79 title: 'Lead Organization'
80 },
81 {
82 value: 'Lead.Email',
83 title: 'Lead Email'
84 }
85 ]
86 },
87 {
88 title: "Sender",
89 menu: [{
90 value: 'Sender.FirstName',
91 title: 'Sender First Name'
92 },
93 {
94 value: 'Sender.LastName',
95 title: 'Sender Last Name'
96 },
97 {
98 value: 'Sender.Organization',
99 title: 'Sender Organization'
100 },
101 {
102 value: 'Sender.Email',
103 title: 'Sender Email'
104 }
105 ]
106 },
107 {
108 title: 'Subscription',
109 menu: [{
110 value: 'Subscription.UnsubscribeLink',
111 title: 'Unsubscribe Link'
112 },
113 {
114 value: 'Subscription.Preferences',
115 title: 'Subscription Preferences'
116 }
117 ]
118 }
119 ],
120 advtemplate_templates: [
121 {
122 title: 'Outbound email',
123 content: '<p style="font-size: 14px; font-family: helvetica, arial, sans-serif;">Hi {{Lead.FirstName}},</p><p style="font-size: 14px; font-family: helvetica, arial, sans-serif;">My name is {{Sender.FirstName}} with {{Sender.Organization}}.</p><p style="font-size: 14px; font-family: helvetica, arial, sans-serif;">We help companies just like yours securely store data in the cloud. I wanted to learn how you handle data storage at {{Lead.Organization}} and show you some of the exciting technology we"re working on.</p><p style="font-size: 14px; font-family: helvetica, arial, sans-serif;">Are you available for a quick call tomorrow afternoon?</p><p style="font-size: 14px; font-family: helvetica, arial, sans-serif;">{{Sender.FirstName}}</p>'
124 },
125 {
126 title: 'Follow-up email',
127 content: '<p style="font-size: 14px; font-family: helvetica, arial, sans-serif;">Hi {{Lead.FirstName}},</p><p style="font-size: 14px; font-family: helvetica, arial, sans-serif;">Thank you for taking the time to explore a potential partnership today! It felt like our product could help you solve some of the issues that you’re having within {{Lead.Organization}}, especially in these areas:</p><ul><li style="font-size: 14px; font-family: helvetica, arial, sans-serif;">The offsite data warehouse will allow you to guarantee business continuity</li><li style="font-size: 14px; font-family: helvetica, arial, sans-serif;">Metered usage will ensure you only pay for what you consume</li><li style="font-size: 14px; font-family: helvetica, arial, sans-serif;">Level III security protocols will mean you will meet security requirements for your jurisdiction</li></ul><p style="font-size: 14px; font-family: helvetica, arial, sans-serif;">I understand that now you will discuss and agree internally on the next step. Please let me know if you have any questions or if there is anything I can do to help. If not, I’ll talk to you next week.</p><p style="font-size: 14px; font-family: helvetica, arial, sans-serif;">Best,<br>{{Sender.FirstName}}</p>'
128 }
129 ],
130 content_style: `
131 body {
132 font-family: -apple-system, 'Segoe UI', Roboto, 'Helvetica Neue', Helvetica, Arial, sans-serif;
133 font-size: 14px;
134 line-height: 1.5rem;
135 }
136
137 h1 {
138 font-size: 24px;
139 }
140
141 h2 {
142 font-size: 18px;
143 }
144 `
145 });
146</script>
147<style>
148 body {
149 font-family: -apple-system, 'Segoe UI', Roboto, 'Helvetica Neue', Helvetica, Arial, sans-serif;
150 font-size: 14px;
151 margin: 2rem;
152 }
153
154 main {
155 max-width: 800px;
156 margin: auto;
157 }
158</style>
159</head>
160<body>
161<main>
162<textarea id="editor">
163 <p>Hi {{Lead.FirstName}},</p>
164 <h2>What's your CRM editor project?</h2>
165 <p>Are you:</p>
166 <ul>
167 <li>Building a new CRM and need to add rich text editing capabilities?</li>
168 <li>Extending your existing CRM and need a more extensive rich text editor?</li>
169 </ul>
170 <p>Then use the only WYSIWYG CRM editor that’s trusted by 1.5M devs.</p>
171 <p><strong>Curious about TinyMCE? </strong>Play with this demo to see how our CRM editor works 😊</p>
172 <p>Press <img src="https://tiny.cloud/images/solutions/crm-editor/demo/i_formatting.png" width="18" height="18" alt="Formatting"> to see how a toolbar group works, and click on <img src="https://tiny.cloud/images/solutions/crm-editor/demo/i_insert_template.png" width="18" height="18" alt="Insert Template"> and <img src="https://tiny.cloud/images/solutions/crm-editor/demo/i_insert_token.png" width="18" height="18" alt="Insert Token"> for inspiration to include pre-defined and user defined templates, as well as merge tags.</p>
173</textarea>
174<p>💡 TinyMCE's <a href="https://www.tiny.cloud/docs/tinymce/latest/inline-css/">Inline CSS</a> plugin can be used to process the editor contents and apply all CSS styles inline, helping to make content ready for the inbox. Open up dev tools and click the button below to see the CSS-inlined editor contents in the console.</p>
175<button onclick="tinymce.activeEditor.plugins.inlinecss.getContent().then((value) => { console.log(value.html); });">Get Inlined CSS</button>
176</main>
177</body>
178</html>
"One thing that has been great for us is the ability to insert data metrics. That was a big reason why we chose TinyMCE. These proposals are specific to each individual sales prospect, and they have a lot of dynamic data in terms of pricing and savings – all the different numbers that go into them. Having the ability to add and remove these dynamic fields has been key for us."
"It's genuinely great to have the benefits of a really strong and respected open-source product like TinyMCE. Our user engagement numbers are up, our average customer value is up, and our churn rate is down compared to before we started using TinyMCE. It's become a key part of our drive to make our product more successful."
"Just reducing the number of support tickets has been great. If there are fewer problems to solve, then I can focus on developing new features for our software and helping to push us ahead of our competitors. That’s the most important part for me."
"As our customer base was growing we needed to have more differentiated proposals, because our customers started competing against each other in the market and homeowners were seeing the exact same types of proposals. So our customers wanted to be able to differentiate themselves more."
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Focus on streamlining and automating redundant processes and content production workflows
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Delight your users
Our WYSIWYG CRM editor is built to mimic the tools your users know and love. There’s no ramp-up or steep learning curves – it’s an editing experience your users already know and enjoy.
Spotlight on a user experience that enables people to quickly and easily produce reports, documentation, emails and content needed, with a clean copy-paste experience
Explore features:
HTML you can trust
Take the guesswork out of content creation and publish clean and compliant output from the CRM text editor that’s trusted by 1.5M developers, and over 40% of the world’s websites.
Fit within an enterprise-grade tech stack via 400+ customizable APIs and 12+ framework integrations to create the experience users need
Explore features:
All-in-one CRM software editing tool
Every CRM system needs an intuitive WYSIWYG editor that’s feature-rich and easy to use for those who don’t have coding skills. Equally, the CRM editor must be totally customizable so yourdevelopers can control the back-end, integrate with existing tech stacks and be confident the HTML output is clean, quality and compliant.
TinyMCE is downloaded 350M+ times every year and available through either a free, open source license or a paid commercial license.
All the familiar WYSIWYG
features developers (and users) expect
Content Creation
Enable users to create emails, proposals and log calls using features they know and love:
- Error-free clean copy-paste from Word, Excel and Google Docs with PowerPaste
- Help users write better and faster with AI Assistant
- Directly import MS Word documents. Export your content to MS Word or PDF with Document Converters
- Write, or paste, Markdown directly in the editor, and TinyMCE instantly converts it to rich text
- Insert predefined, read-only Merge Tags (also known as personalization tokens, or mail merge fields) into your content
- Generate clean and compliant CSS-inlined HTML with Inline CSS, to ensure maximum email client compatibility
- Word Count and Search and replace functionality that enhances a wide range of document creation projects
- Range of content formatting tools like Checklists, Enhanced Tables and Page Break
- Allow users to insert predefined or user-defined, dynamic content using Templates
- Save users time by auto-generating typed hyperlinks with Autolink
- Image Editing lets users apply 10 powerful transformations to their images – crop, rotate, resize and other filters
- Inline editing to Preview how content looks before publishing
- Optimized for desktop and mobile
Compliance
Ensure user-generated content aligns with corporate and regulatory standards:
- Maintain regulatory standards and avoid potential fines and lawsuits with Accessibility Checker (WCAG)
- Identify document changes over time with Revision History
- Build custom dictionaries to ensure content is on-brand with Spell Checker
- Globally consistent spelling with simultaneous checking of up to 13 languages (plus medical terminology)
- Fix obvious (and not-so-obvious) mistakes before they see the light of day with Spelling Autocorrect
- Eliminate embarrassing broken links with Link Checker
Collaboration
Produce better outcomes with collaborative editing tools:
- Enhance peer-to-peer collaboration with Comments and threaded conversations
- Kickstart conversations with @mentions
- Identify document changes over time with Revision History
Internationalization
Provide a consistent and reliable editing experience, from Bogotá to Istanbul:
- 38 fully-vetted, professional UI translations
- 37 community-contributed UI translations
- 13 languages supported with Spell Checker
Media management
Manage your files or images in the cloud with Tiny Drive:
- Upload and browse files, and insert images inside TinyMCE
- Import existing assets from any connected Google Drive or Dropbox account
- Minimal configuration, integrates seamlessly
- Secure – uses utilizes JSON Web Tokens (JWT)
- Scalable – uses Amazon S3 cloud storage
- Note: Tiny Drive is an add-on to TinyMCE
Editor Control
Give users either unrestricted creative freedom, or just enough to create what they need:
- Prevent the editing of brand or regulatory content using the Multi-Root Editing
- Only enable the functionality needed and use Quick Toolbar and keyboard shortcuts to speed up content creation
- Control the output with a variety of options around HTML and CSS
- Customize the UI with pre-made Skins and Icons or build your own
- Allow users to insert predefined, dynamic content (such as canned emails) using the Templates plugin
- Autosave avoids the risk of losing content
- Autoresize allows the editor to resize to fit its contents as it expands
See full demo | Discover integrations | Explore 60+ features
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Unmatched domain experience
Every day, the world’s biggest enterprise brands and growing startups rely on TinyMCE for their mission-critical editing needs. For the last two decades, we’ve consistently innovated to create the acknowledged best-in-class rich text editor, that lets developers and creators do more with less by providing:
- Smooth, lightweight code that achieves both speed and flexibility across every major browser
- A consistent and reliable release process, providing headache-free upgrades
- A reliable enterprise-grade editor that's easily customized and also available through an open-source license
- Reusable, modular components, 400+ APIs and 14+ framework integrations
Frameworks
12+ integrations and 400+ flexible APIs
Easily integrates into your tech stack. Enhances your editing experience. 7 first-party and 5 third-party endorsed integrations that make development easier.
Explore integrations →Hosting
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Get a Free API key to use TinyMCE from the Cloud or Download the SDK for use in your Self-Hosted application.
See how →Reliable, responsive and future-facing
Every day, our Engineering team solves issues the right way, our Product team encourages perfect results (even if launch dates occasionally slip) and the Customer Success team delivers support that’s reliable, fast and friendly. We’re proud of:
- Maintaining industry-leading response rates across dedicated SLAs
- 96% support ticket customer satisfaction* (Based on Zendesk ratings)
- 2.84 hr average response time* (August 2021 data)
Help when and where you need it
Enterprise-Grade Support
Responsive, in-house support to help you implement, customize and troubleshoot.
Learn more →Community
Thousands of questions and answers updated daily on StackOverflow and Github.
Browse questions →Documentation
Tutorials, quickstarts, code samples and videos to help you deploy faster.
Explore docs →Collaborative team that grows with you
We let companies focus on their core business, so they don’t have to worry about rich text editing. Product teams can delight their users and creators can work smarter, faster and more productively. Our modus operandi is to be:
- Helpful
- WYSIWYG and easy to work with
- Consultative, partnering with you throughout your stages of growth
- Champions of open source and the dev community who make it all possible
Modify TinyMCE to suit custom use cases
Modify TinyMCE to suit custom use cases
Developers have full source code control for endless customizations
- Out-of-the-box
- UI customization
- API customization
Looking for projects that
TinyMCE can be used for?
Access use-case specific starter configsto kickstart your rich text editing project
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