Contacts and Companies inside your Outlook
Organize your contacts and companies across your team. With eWay-CRM.
BUILD A SINGLE DATABASE. IN EWAY-CRM
eWay-CRM extends your Outlook of team contact management tool and CRM. It adds a set of features you need to effectively manage your sales and customers.
The best part is that eWay-CRM looks and works exactly like Outlook. That means that your team doesn’t need to learn anything new. If they know Outlook, they know eWay-CRM.
SINGLE DATABASE MAKES YOU EFFECTIVE
Start by importing your contacts and companies to eWay-CRM and build a single database. Improve your effectiveness.
All data will be perfectly organized in one place and become available on all devices. Whenever you add a new contact or update an existing one, eWay-CRM will make sure everything is instantly synchronized.
Stop wasting your time on useless tasks and improve your effectiveness. With eWay-CRM.
SINGLE DATABASE MAKES YOU PRODUCTIVE
eWay-CRM sits inside your Outlook but also contains apps for iOS, Android, and the web. It doesn’t matter if you are in the office or on the go. eWay-CRM is always with you.
Just grab whatever device is closest and start working. If you don’t finish the task, no worries. You can continue on another device. Be truly productive. With eWay-CRM.
SINGLE DATABASE MAKES YOU THE LEADER
Impress your team by building a shared company database. Lead the way.
Teach them to keep everything in one place and organize data your way. Save their time on searching for contacts. Show them there is no need to keep their personal contact lists.
Lead the way. With eWay-CRM.
TRUSTED BY 1,500+ COMPANIES WITH OUTLOOK
KEEP ALL CONTACTS WELL ORGANIZED
Use Categories to create structure in your contacts and companies. Order helps you find information faster. Order helps you be effective.
Create different views with our advanced grids. Set up filters, grouping, and conditional formatting and save them for you and your team.
See your customers from various perspectives. With eWay-CRM.
KEEP ALL CONTACTS IN GREAT SHAPE
Create your own fields and don’t miss a thing. Set fields up as Important or Required to let people know they should pay attention.
Play with our form designer and customize the look of any form as you need.
Turn eWay-CRM into a tool that works for you. Not the other way around.
KEEP ALL CONTACTS SAFE
No matter if you run eWay-CRM in the Cloud or want to use your own server, your data is always safe.
Our Cloud is set up in the United States or Europe depending on your location. Communication is encrypted with SSL. You can activate GDPR or set up permissions to allow people to access just what they need.
eWay-CRM gives you all tools you need to sleep well.
PEOPLE LOVE EWAY-CRM
eWay-CRM has been especially helpful in forming panels and managing communication with our 300+ panelists.
Deborah Cox,
vice president at Castell Project
SAVE ALL COMMUNICATIONS
Activate the Automatic email tracking and start saving all emails by contacts and companies. Take notes with our module Journal.
When all communications in CRM, nobody needs to ask you what you agreed on with a customer. This means…less stress for everyone.
PLAN FOLLOW-UPS AND NEXT STEPS
Going on a meeting? Need to make a call? Integrate your Outlook calendar and tasks with eWay-CRM to keep your follow-ups by contacts.
If you are looking at a list of contacts, pay attention to our field Next Step. It tells everybody that somebody is already in charge.
GET THE FULL PICTURE IN A FEW SECONDS
Make sure you install eWay-CRM for Office 365. If you select a contact, the preview panel gives you the full picture of the person you are writing with. It’s so easy.
Have someone already gotten in touch? Are there any related activities? Is there anything you should know before approaching the customer?
Use the add-in for Office 365 and be really effective. With eWay-CRM.
AUTOMATE WITH WORKFLOWS
Need to design a customer flow with automation? Try our workflow.
Create a list of steps each customer must go through. Set up automations such as automatic tasks, email notifications, mandatory fields, and much more.
Make sure everybody follows your company’s best practices when onboarding a new customer. With eWay-CRM.
AN AWARD-WINNING PLATFORM
BENEFIT FROM EMAIL MARKETING
Have a look at our email marketing module. Send up to 1,000 emails each month with our free plan.
When your contacts properly organized, the next step is to start communicating with them effectively. Use categories to create target groups. Prepare personalized emails in our marketing module. Learn from the feedback you receive.
The best is that you still work in one tool. In eWay-CRM.
SALES INCLUDED
Received an email inquiry? Turn it into a deal in a single click!
eWay-CRM has a sales module allowing you to keep track of your deals. Just convert an email to a deal and trigger your workflow. It’s so easy.
FOLLOW UP WITH PROJECTS
It doesn’t end with sales, does it? Somebody needs to do the job. This is why eWay-CRM has a project management tool!
Convert a deal into a project. All communications will be automatically moved and made available for your delivery team.
Let them create a list of tasks and start working. And you…watch the progress 😉
INTEGRATE WITH 3,000+ OTHER TOOLS
Take it to the next level by integrating eWay-CRM with other tools!
- How about automatically creating a contact if somebody fills in a web form?
- How about automatically creating a deal if somebody sends an email to [email protected]?
- How about building your own reports in PowerBI?
- How about synchronizing invoices from QuickBooks?
- How about bringing 3,000+ apps on board by using our Zapier connector?
There is so much you can do with eWay-CRM. Click the button below and start exploring!
Watch our Introduction Video
Having just 15 min to make a decision? Watch this video to understand the basics of eWay-CRM.
Try now!
Click the button below and download eWay-CRM for free.
You can also book our consultant. We will make a demo just for you.
