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eWay-CRM Summer Tune-up Offer

The 2022 Summer Tune-up Offer is over, but we are still committed to help you grow. If you need help with anything, let us know.

WHAT DO WE DO THE MOST OFTEN WITH OUR CUSTOMERS?

Custom automations

Custom automations

  • Customer notifications about upcoming deadlines (e.g. annual preventive maintenance)
  • Sales rep notifications about drops in sales
  • Sending proposals or invoices
  • Sending special offers to customers‘ for their birthdays
PowerBI

Custom reports/dashboards in PowerBI

  • Dashboards for sales directors
  • Weekly goal reports for sales reps
  • Display customers on maps
User trainings

User trainings

  • First steps in eWay-CRM
  • Filters and conditional formatting
  • Email marketing campaigns
  • eWay-CRM administration
Custom tweaks

Custom tweaks

  • Customer segmentation (e.g. according to their revenue)
  • Automatic transfer of fields from module A to module B (e.g. show Company address on a Project)
  • Custom IDs (e.g. custom project IDs, customer IDs, etc)

THERE IS SO MUCH WE CAN DO FOR YOU. WHAT DO YOU WANT TO IMPROVE?

Marek M.

Marek

Customer Success Manager

Book 30 min free call

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