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Task can be completed using workflow – you just move the status to Completed when you editing the task. But eWay-CRM has easier way:

  1. Go to tasks list and find the task you want to mark as completed.
  2. Tasks List

     

  3. Tap and hold on the task and swipe to the right.
  4. Complete Task by Swipe

     

  5. Task will by marked as completed.

Note: Only tasks that fulfill all requirements can be completed this way. User must have permissions to move task to Completed status. Also, all conditions that are related to actions on workflow are met.

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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