Customer Management
Keep your customers organized. Track communications and much more. With eWay-CRM for Outlook.
CUSTOMER SEGMENTATION
- Single database for all your customers, suppliers, partners and competitors.
- Your own categories will help you keep the companies and contacts well organized.
- Sort and filter by the type of relationship, geography, importance, potential, size or your own custom fields.
- Easy to navigate, simple and effective way to find just what you need, when you need it.
DETAILED INFORMATION
- All contacts readily available in your Outlook CRM.
- Business communication history (leads, projects, Outlook emails, phone calls, invoices, documents, etc.)
- Customer state.
- Custom fields for tracking additional information.
- Everything shared among employees.
AUTO REMINDERS SYNCHRONIZED WITH OUTLOOK TASKS
- If payments are overdue.
- When you didn’t get in touch with particular customer for a while.
- Customer suddenly stops ordering.
- Birthdays.
- Come up with your own!
OTHER INTERESTING OUTLOOK CRM FEATURES
- Professional bulk e-mails embedded right inside eWay-CRM. Email contacts in few clicks.
- Synchronization of contacts with your cell phone.
- Automatic tracking of Outlook emails.
- Custom reports.
- Administration app will help you customize Outlook CRM even more.
