Contacts & Companies
- Build a solid database of your contacts and companies.
- Share it across your team no matter what device they use.
- Use categories and custom fields to keep your customers organized.
- Apply user rights and GDPR policies to keep your data safe.
- Track all communications and plan follow-ups.
- Track all deals and leads.
- Integrate with web forms and lead-generating tools to catch your potentials automatically.
- Attach all emails, notes, and documents.
- Set up reminders to the important opportunities.
- Create workflows to automate unpopular tasks.
- Use our free Power BI app to get insights about your sales team performance.
- Use projects to keep an eye on your deliveries.
- Split the job into smaller tasks and let your team-work on them.
- Share documents, notes, emails. Work together.
- Track all costs and revenues to get a detailed financial statement.
- Manage resources, track time. Stay in charge.
- Plan your marketing activities and send bulk emails.
- Evaluate the overall stats or dive deeper to the analyze behavior of individual customers.
- Use heatmaps to find out what parts of your emails work the most.
- Convert potential customers right to your sales department.
- Market better, sell more.
“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