Outlook CRM Software eWay-CRM

Turn Microsoft Outlook into a great CRM tool using eWay-CRM software

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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.

UNCOVER THE FULL POTENTIAL OF OUTLOOK

Uncover 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.

UNCOVER THE FULL POTENTIAL OF OUTLOOK

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.

WELL-KNOWN USER INTERFACE

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.

CUSTOMER/PROJECT HISTORY IN TWO SECONDS WITH HUB

QUICKLY CREATE LEADS/PROJECTS FROM EMAILS

As you convert an email to the lead / project, eWay-CRM automatically captures the contact information and files the email so that the information you need is at your fingertips.

eWay-CRM is full of such small surprises that save your time. Explore our Outlook CRM by yourself.

QUICKLY CREATE LEADS/PROJECTS FROM EMAILS

INTEGRATED MAIL MERGES

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
INTEGRATED MAIL MERGES

PROJECTS A PART OF CRM? DEFINITELLY

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.

PROJECTS A PART OF CRM? DEFINITELLY

ALWAYS IN THE FIELD? TRY OUR MOBILE APPS

Keep your eWay-CRM data on the fly. Access them whenever you want, wherever you are. Enjoy our iOS / Android apps.

Search the history of communications, read notes and emails, open documents. They are all in your smart-phone.

Make photos, notes, plan follow ups. eWay-CRM Mobile has it all.

ALWAYS IN THE FIELD? TRY OUR MOBILE APPS

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, …

AND MUCH MORE...