Let’s Revise Your eWay-CRM and Tune It Up

Published 25. 7. 2022

Summer is knocking on our door and plenty of companies use the calmer months to move with internal projects.

 

We in eWay-CRM are obsessed with efficiency and want to help you get ready for the following season. That’s why we prepared this special offer:

Let’s revise your eWay-CRM and tune it up as much as we can. To make it more optional...

 

 

Outlook: Rychlejší otevírání oken

Custom automations

  • Customer notifications about upcoming deadlines (e.g. annual preventive maintenance)
  • Sales rep notifications about drops in sales
  • Sending proposals or invoices
  • Sending special offers to customers‘ for their birthdays

Outlook: Kulaté rohy oken ve Windows 11

Custom reports/dashboards in PowerBI

  • Dashboards for sales directors
  • Weekly goal reports for sales reps
  • Display customers on maps

Web / Office 365: Vylepšené panely náhledu

User trainings

  • First steps in eWay-CRM
  • Filters and conditional formatting
  • Email marketing campaigns
  • eWay-CRM administration

Office 365: Rychlý přechod do eWay-CRM

Custom tweaks

  • Customer segmentation (e.g. according to their revenue)
  • Automatic transfer of fields from module A to module B (e.g. show Company address on a Project)
  • Custom IDs (e.g. custom project IDs, customer IDs, etc)

 

THERE IS SO MUCH WE CAN DO FOR YOU.
WHAT DO YOU WANT TO IMPROVE?

Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table