Project management in eWay-CRM

Amazing integration with Microsoft Outlook

eWay-CRM is embedded right into Microsoft Outlook.

One app for everything. With eWay-CRM, you transform Microsoft Outlook into a full project management tool with a customer database and the ability to track business leads.

Stay in a familiar user interface. Why learn new software? eWay-CRM works within Microsoft Outlook.

Integrated tasks / calendar. Since eWay-CRM is integrated with Microsoft Outlook, tasks and meetings are automatically synchronized. Because you sync Outlook with your smart phone, data goes there too.

Automatic e-mail tracking. Do you write e-mails with your customers? What a silly question. eWay-CRM can automatically save it and sort it by projects. So simple.

Workflow for better automatization

Different project types with different workflows. Set up various project types and various workflows so it corresponds with your company processes.

Workflow will guide you. With workflow, you make sure all your employees follow the same procedures. They follow the steps and rules you predefined for them.

Automatic tasks. In every project phase, workflow feature can automatically generate a list of tasks so everybody knows what to do.

Project consistency. eWay-CRM verifies that the project requirements you define are met.

Tasks

Create tasks in Microsoft Outlook or eWay-CRM. Assign tasks and subtasks to your team. Monitor their progress. View tasks by projects or by customers. Create a sense of ownership in the project by letting your team see what you see.

Attach notes and documents to tasks. Keep all important details in the right place.

Time management. Use eWay-CRM to Get Things Done.

Finances

Connect your accounting software to eWay-CRM. View invoices by projects. Monitor payments by customers.

Timesheets will help you track people costs. Use eWay-CRM to help you stay informed of a project’s time costs and expenses.

Receive notifications when a project’s actual profit varies from what you expected.