CRM for Outlook eWay-CRM
Turn Microsoft Outlook into a great CRM software with eWay-CRM
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eWay-CRM is a CRM for Outlook. It's a plug-in that extends Microsoft Outlook of all CRM features - it's like a boost to your Outlook.
Mail merges, sales tracking, project management, history of communications, auto-reminders, reports and much more.
Share data with your team, collaborate, avoid errors in communication, use Outlook with eWay-CRM as single platform to run your business.
Enjoy the Full Potential of Microsoft Outlook
Enjoy the full potential of Microsoft Outlook. Manage customer relationships. Track projects and tasks. Work as a team.
Access clients, projects, business opportunities and customer communications right from our CRM for Outlook.
Single workspace. Collect, organize and share all of the information important to your
business with software you already use.
Microsoft Outlook for Teams. Make e-mails, calendar events, notes and documents immediately available to your team.
Well-Known User Interface
eWay-CRM looks and feels familiar to you because we made eWay-CRM a part of Microsoft Outlook.
The fact eWay-CRM is embedded right into Outlook helps us reduce the learning curve of your team members. They don’t need to anything new. eWay-CRM looks exactly like Microsoft Outlook. Everything you already know works here as well.
Get Familiar with Customer/Project History in Two Seconds with HUB
eWay-CRM has a wonderful feature called HUB. There, you will find all communications in one place, sorted chronologically. It’s like a customer relationship timeline. Emails, phone calls, meeting minutes, tasks, calendar events, invoices—everything you need to know in order to get familiar with the client in two seconds.
HUB is not just about the customer. It’s everywhere. Open a project to get to the project HUB. There you will find everything about the particular project.
Open a dialog of your team member. HUB is there too. There you will find the work timeline of the particular employee.
Interested in everything that was done within your organization? Have a look at the company HUB.
Quickly Create Business Leads from E-mails
As you create the lead, eWay-CRM automatically captures the contact information and files the e-mail so that the information you need is at your fingertips.
eWay-CRM is full of such small surprises that save your time. Explore our CRM for Outlook by yourself.
Professional Bulk Emails Embedded Right Within
With Professional Email Campaigns, you have mass email feature embedded right in your CRM software.
How about one tool where you can keep all your customer database? You can easily filter recipient by any criteria, use them to build a marketing campaign and send a professional bulk email. Besides, eWay-CRM can:
- collect feedback and track responses
- send attachments
- send emails even if your Outlook is closed
- link your campaign with Google Analytics
- track unsubscribe reasons
- set up delayed sending
Advanced Project Management Module a Part of eWay-CRM
It doesn’t end with sales, does it? You have to make sure the product / service is delivered. You have to make sure the job is done.
eWay-CRM has a module to track post-sales activities (e.g. jobs, implementation, delivery). You can convert a lead to a project or link projects right to contacts.
eWay-CRM will automatically copy all communications from the lead to the project so that the delivery team know where to start.
With the workflow feature, you can define a list of steps the project manager and his team has to follow in order to successfully finish the job. Our CRM software will keep an eye on important deadlines and milestones.
Sales department has access to up-to-date information on how the project is going even after sale was made.
Communication history, Tasks, Documents, Timesheets, Deadlines, Budgets and much more. eWay-CRM has a professional project management module embedded right within.
And much more
Set auto-reminders to make sure your company stays in contact with customers.
Workflow feature to track company processes. You want your team members to use the best practices that you create. Workflows can automatically generate tasks or check for mandatory fields and documents to keep customers happy and to avoid costly errors.
Advanced administration settings to adjust
the software to your specific needs. Create custom fields, change permission policies, add drop-down menus, …
