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Tips
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Published 30. 8. 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 assign different permissions to users? That way, your clients' data will be safe while everyone sees just exactly what they need!

Module Permissions

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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