Do you know you can create new items on the go?

Tips
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Published 17. 7. 2018

It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show examples of how to take advantage of them.

 

DID YOU KNOW...

...that you can create new items within Projects and Deals in eWay-CRM Mobile? Comes in handy on your way from a client!

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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