Outlook CRM Background
Warning
This feature is available in module Contacts & Companies (Enterprise).
    1. In eWay-CRM tasks list, select one or more tasks.

 

    1. Right-click them.

 

    1. Select Synchronize With Outlook.

Manual Tasks Synchronization

Tip
The synchronization of selected emails can be run from Microsoft Outlook too. Just select emails in Outlook inbox, right-click your selection and choose Synchronize to eWay-CRM.

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