CRM in Outlook will make you truly effective
Meet eWay-CRM. Best Outlook CRM ever
eWay-CRM is a CRM plugin that lives inside your Outlook
Open your Outlook and get eWay-CRM ready to collect, organize, and share all important data.
Make emails, meetings, notes, and documents instantly available to your team.
Try eWay-CRM. The best CRM plugin for Outlook.
Use what you already know
eWay-CRM looks and works exactly like Outlook so you don’t need to learn anything new.
The interface is almost identical and you will soon stop seeing what is Outlook and what is eWay-CRM.
Use what you already know. Try the best CRM that works with Outlook.
Organize emails automatically and share them with your team
Activate the Automatic email tracking and keep your team up-to-date.
When you receive an email from a customer, eWay-CRM will save it by the contact and share it with everyone.
Save time and skip the time-consuming questions about what the customer wants. Just open contact or deal and find everything in there.
Convert emails to contacts, deals, or tasks
Use our “Convert to” feature to do things faster. Have you received an email inquiry? Convert it to a deal or a task.
Have you received an order? Convert it to a contact or a project.
eWay-CRM does the rest automatically. No need to retype anything manually. Just right-click and “Convert to”.
That’s the true power of CRM software that integrates with Outlook.
Synchronize tasks and calendar
Do you use Outlook tasks or calendars? Keep it that way!
Link your appointment with a contact, company, deal, or project every time you plan a meeting.
The meeting will be automatically saved to the CRM system and made available for all to see that you are already in charge.
Organize contacts and companies
Use the modules Contacts and Companies to build a shared database of your customers, vendors, and partners.
Add custom fields, organize them by categories, and track emails, notes, and tasks.
Use your Outlook CRM plugin to share data across your organization. Keep everybody up-to-date even on the go with our online and mobile apps.
Manage customer relationships and sync CRM with Outlook.
Manage deals and sales pipelines
No matter if you create deals from emails or integrate with web forms.
When you start using the eWay-CRM Outlook plugin, all sales will be organized in a single database.
In there, all sales reps can manage pipelines, plan tasks, and run automation.
Don’t miss our PowerBI App for Sales Executives which provides a perfect overview of what’s going on in your team.
Don't end with sales. Deliver with our Project module
It doesn’t end with sales, does it? Somebody must deliver a product or service. Somebody must complete the job.
eWay-CRM has a module for project management. Just convert a deal into a project and assign a team. eWay-CRM will move all communications so your staff knows where to begin.
Your Outlook CRM will keep an eye on important tasks, deadlines, and even budgets. It can integrate with QuickBooks so all invoices are available on the project.
Give your sales team access to all details about the project. Give them the best CRM for Outlook.
Enjoy the in-built Email Marketing module
Need to send email campaigns? Use your CRM data in our email marketing module. No need for any third-party app, because eWay-CRM has an inbuilt module for professional campaigns.
- Beautiful email templates and a template builder
- Integration with Google Analytics to better understand user behavior
- Smart Deliveries with AI delivers emails at the best time
- Heatmaps and advanced analytics
…and most importantly, all marketing data available to your sales team. Save time by helping them generate new deals.
Work on the go with mobile app
Keep your 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, and open documents. They are all on your smartphone.
Make photos, notes, and plan follow-ups. Try eWay-CRM Mobile.
Using Mac or Outlook Online? Get eWay-CRM Online!
eWay-CRM Online is a new generation Outlook CRM that runs inside a web browser. It doesn’t matter what device you use, it works anywhere.
If you work on Mac or need to use your home PC, eWay-CRM Online is the best fit.
Make sure you won’t miss our plugin for Office 365.
Customize fields
Create your own fields and track all data you need. This way, you won’t miss anything.
Customize views
Create your own views and share them with others. This way, you will make sure you all look at the same data.
Customize forms
Create your forms and design eWay-CRM exactly to your needs. Build your own CRM!
Customize workflows
Take your company processes and teach eWay-CRM to automate the repetitive tasks with our workflow feature.
Customize permissions
Make sure people have access to whatever they need with our module and field permission configurator.
Customize hundreds of settings
eWay-CRM has many settings you can turn on and off to play around with. Automatic calculations, notifications, and other tweaks. Just have a look.
Build your own integrations
Use our Zapier connector and integrate eWay-CRM with 3,000+ apps!
Build your own integrations by connecting directly to our API. Our developer portal will help to start.
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.