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CRM Plugin for Outlook

Turn your Outlook into a professional CRM. With eWay-CRM.

Amazing Integration with Microsoft Outlook

Single workspace. Collect, organize and share all of the information important to your business using software you already use.

Microsoft Outlook for Teams. Make e-mails, calendar events, notes and documents immediately available to your team.

CRM embedded right into Outlook

All Client Information in One Place

Module Companies will take you to the list of eWay-CRM customers / partners.

With filters, you can show just the ones you are interested in. With tabs, you can access e-mails, phone calls, tasks, invoices..

You already know how to use eWay-CRM

Track and Share Customer Communications With Your Team

eWay-CRM can automatically track e-mail communications with customers.

Your team members will be able to see all e-mails sent and received by any member of your team.

The same functionality works for leads, meetings, tasks, notes and other information important to your business.

Emails in eWay-CRM

Quickly Create Business Leads from E-mails

Convert an e-mail to a lead automatically in one click.

eWay-CRM creates the business lead, fills in the company and contact person.

The e-mail will be linked to the lead too.

Convert email to deal

And much more

Auto-reminder in case you didn’t get in touch with a client for a while.

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 / documents to keep customers happy and to avid costly errors.

Keep track of marketing campaigns. View when an e-mail is opened by a recipient and even track responses.

CRM tool has an advanced administration settings to adjust the system to your specific needs. Create custom fields, change permission policy, drop-down menus, …

Activate modules in eWay-CRM

Have a look at how eWay-CRM works.

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.