Manage and share all of your customers and clients. Track your correspondence. Sort your contacts, companies, and categories.
Sales and Opportunities
Track sales. Attach emails, notes or documents. Plan follow up tasks. Use workflow to automate your sales pipeline.
Automate workflow to never forget a task. Keep documentation in one place. Track project finances and prevent potential problems.
“If you are a service provider and need to manage customer relationships, and you work in Outlook, then eWay-CRM offers a great solution. My practice depends upon effective communication with clients and others. With emails, phone calls, meetings, etc., keeping up has always been a struggle. In addition, I also need to manage tasks and calendar appointments.” Read More
“As a company with no formal CRM tool in our past, we have seen significant benefits in holding each other accountable to communicate with our clients appropriately. The software running inside Microsoft Outlook has made the implementation with our staff involved in business development efficient and straightforward.” Read More
“Abernathy MacGregor has been successfully using the eWay CRM system for the past few years as an enterprise wide application to manage and organize corporate contacts and communicate with clients. We have the system deployed across the organization on every desktop and mobile device. The system operates with minimal support and training is simple because of the familiar look and feel of the software. ” Read More