About eWay-CRM
eWay-CRM is an information system embedded right into Microsoft Outlook. It is designed for companies that want to manage their sales leads and projects more efficiently.
Sales leads under control
- Real time information about current sales leads and opportunities (who is working on them, their status).
- Client communication history input into the client contact section (not left only in minds of employees).
- Quotations, orders, and other important documents always on hand. The system can even request them itself.
- Reminders for all important tasks and events.
Systematic management of projects and sales leads
- Easy workflow definition. This tool allows management to define a specific project template for employees to follow and tracks all the key project phases.
- Project journal in just a few clicks. You can easily read all news and step into the project.
- Financial aspects of the project alwaysonhand. We can integrate eWay-CRM with your accounting software and your sales managers will have information about overdue invoices or client turnover right on the customer detail page.
- You no longer need to search for documentation in shared folders. It is on the project details page!
Reporting - my daily feedback
- eWay-CRM includes a report module along with pre-defined reports, such as:
- Customer turnover and profitability.
- Sales manager efficiency.
- Project summaries.
- Project profitability for the last 12 months.
- Work reports of all staff, etc.
Amazing integration with Microsoft Outlook
eWay-CRM is a plugin for Microsoft Outlook and users benefit from the very close integration between these two applications. This integration brings many advantages:
- A single workspace/application - e-mails, business cases, and projects all in one application.
- No need to constantly switch between applications or even rewrite data from one application to another.
- Due to a similar user intefrace users do not recognize the difference between Microsoft Outlook and eWay-CRM. They can work more efficiently.
- Very user friendly. Easy to teach new users - habits from Microsoft Outlook will stay, everything in eWay-CRM is the same!
