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Convert Deals to Companies, Contacts and Projects

Learn How to Get Maximum from Your eWay-CRM.

This feature is available in module Projects (Basic).

You may want to create a company, contact and/ or project as soon as a prospect becomes your customer. You receive many incoming deals, but only few of them start doing business with you. It is much better to put them into eWay-CRM as deals and convert them to companies once they agree to become your customers.

  1. Click on Closed Won status in the workflow tab.
  2. Convert Deal to Project

  3. A new window will pop-up. Check Project (if you use the Project module), Company and Contact and click Yes.
  4. Convert Deal to Project

The company, contact and project will be created in eWay-CRM with all communication history transferred from the deal. The deal itself will stay in eWay-CRM with the status as “Closed Won“.

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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