Tips

How to link journals to projects

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.

Tuesday with CRM in Outlook!

Any journal you create can be linked to two or more projects.
Be effective! With eWay-CRM.

-eway-
20. 11. 2018
Share

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

Tips on Better Productivity

Subscribe for our training materials and
get the best from our consultants right into your mailbox.