Outlook CRM Software eWay-CRM
- CRM system for Outlook
- Well known interface
- Emails and Documents
- Tasks and Calendar
Plan your marketing activities. Send bulk emails. Collect feedback. Evaluate efficiency. Generate leads.More info
Track all business opportunities. Attach Outlook emails, notes, documents. Plan follow up calls and meetings. Use workflow to guide you through the case. Automate your processes with our sales CRM system.More info
Keep all customer data in one place. Stay in touch with your clients using reminders. Let reports tell you where to concentrate your efforts. Use your Outlook contact database. Get maximum out of CRM integrated with Microsoft Outlook.More info
Use the advanced workflow features to remind you about important tasks. Keep the project documentation in one place. Track project finances and get ahead of potential problems.More info
Great reports give you 360° view of your data. Plan goals for your team and see that they are met. Export to Excel for further analytics.More info
I did a lot of research looking for a replacement to the now-defunct Microsoft Business Contact Manager that our office had been using. Most of them were much more sales-driven and feature heavy than what I needed, not to mention astronomically expensive. For our small company with just 2 sales and support people, we needed something that allowed us to track not just our sales but also our existing customers and their support issues that wouldn’t cost us an arm and a leg. What first struck me was the option to do a one-time buy and host the database on our server, which we were already doing. Having it integrated directly into Outlook was important to me as well, I didn’t want to have to completely re-learn a new piece of software.
Now that we have been using eWay, I can tell you it was the best decision I have ever made. They were very patient with me as they transferred our old data into the new system and got it set up on our server. They made sure everything was right before we went live and spent a lot of time getting it just so. The transition itself went smoothly for us. Their support has been outstanding and their documentation and knowledge base are fabulous! We did a one hour training session via TeamViewer to help familiarize ourselves with the flow and the differences in how we could use it compared to BCM. That was all it took. I have been able to customize the forms and workflows myself with just a little help from the knowledge base. I am really enjoying using the software and I’m sure that I’ll find other great features as I use it more. It looks like it has everything!
Thanks eWay, this has been a great experience for me and your people have been fantastic to work with.Eve Julian, Sales & Support, International Sports Timing (USA)