Contacts & Companies
- Contacts and companies shared within your team.
- Synchronized with your smart phone.
- Categories and custom fields.
- Automatic email tracking.
- Notes and follow-ups.
- Advanced user rights.
- All deals and leads in one place.
- Integration with web forms and lead generating tools.
- Emails, notes and documents.
- Automated workflows.
- Power BI dashboards.
- Keep an eye on your deliveries.
- Tasks and subtasks.
- All communications in one place.
- Billing, costs and profit.
- Marketing emails right inside your CRM.
- Beautiful templates.
- Detailed stats of user behavior.
- Easy to turn a potential into a deal.
“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