News

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

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?

-eway-
25. 7. 2022
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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

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