How EDISS Uses eWay‑CRM to Manage Sales, Projects, and Invoicing

EDISS is a Czech technology company specializing in EDI — Electronic Data Interchange. In other words, automated data exchange between suppliers, retail chains, and manufacturers. The company manages the entire data flow between different systems, converts formats, ensures secure data transfer, and helps unify communication across the entire supply chain.

To maintain their service quality and handle a growing number of projects, EDISS needed a professional CRM solution to replace Microsoft Business Contact Manager (BCM). With its limited features, licensing uncertainties, and lack of development, BCM was no longer enough.

Key features:

Opportunities

Projects

Contacts

Automatic email tracking

Why EDISS Chose eWay‑CRM

We spoke with Lubomír Soustružník, Business Development Manager at EDISS and one of the key CRM users. As he says, “We don’t get hung up on job titles,” which perfectly reflects the company’s straightforward, human approach — and this became one of the reasons they chose eWay‑CRM.

Here’s what else influenced their decision:

1. Support and True Partnership

As a tech company, EDISS values quick, accessible, and knowledgeable support.

„We liked that eWay‑CRM offers accessible support. We wanted a partner we can talk to directly, not an anonymous global system,“ explains Soustružník.

2. Fair Pricing and an Easy Migration from BCM

The team compared multiple options. Their goal was clear: a CRM that makes sense financially for a smaller team.

„Price was one of the key factors. eWay‑CRM was the obvious choice — affordable and offering everything we needed.“

A smooth assisted migration from Business Contact Manager also played a big role. eWay‑CRM still specializes in BCM migrations thanks to the large wave of users who moved away from the product after Microsoft discontinued support in 2017.

3. Natural Outlook Integration and Simplicity for Users

Since the EDISS team works primarily in Outlook and shares calendars there, a CRM embedded in Outlook was a major plus.
 

Implementation and Adoption: A Smooth Transition for the Whole Team

EDISS has very low employee turnover and a stable team. This made the onboarding process easier — everyone adopted the system together.

„Even colleagues who dislike new tools adjusted to eWay‑CRM quickly. Thanks to clear internal communication, adoption was simple,“ says Soustružník.

Implementation included just a few tweaks — some simplified workflows, several new custom fields, and an interesting use of the Journal module as a product database. But the real success was that EDISS naturally started using eWay‑CRM as their central tool for both sales and projects.

How EDISS Uses eWay‑CRM in Practice

1. Sales Process from Email to Project

Most new inquiries arrive by email. EDISS can quickly convert an email into a company, a contact, and a deal.

The system unifies all related information within seconds, giving the sales team full communication history and all documents in one place — including client contracts.

Once the deal is closed, the team can create a project with a single click and pass it on to the technical department. No copy‑pasting, no searching across different tools.

2. Project Management and Invoicing

During the project phase, eWay‑CRM helps not only technicians but also the accounting team. They use it to:

• track consultants’ time,
• see when a project is ready for invoicing,
• manage ongoing and one‑time invoices,
• store documents (contracts, quotes, invoices) directly under each project.

Over time, eWay‑CRM has also become a practical document archive.
 

3. Staying Organized Out on a Job

Thanks to the web app, all information is easily accessible even on a tablet — for example during train travel.

„Some colleagues now prefer the web interface as their primary tool.“

Users have the same features available on the web as in Outlook, so it all comes down to personal preference. And the mobile app is a real highlight — it lets users make calls directly and identifies incoming callers automatically without having to sync contacts to the phone.
 

Key Benefit: Seamless Team Collaboration

One of the biggest benefits is smoother teamwork across distance. EDISS employees are spread across the country and rarely meet in person, so most collaboration happens online.

eWay‑CRM serves as a shared information hub. It doesn’t replace communication — it eliminates the need to manually forward emails or move data between tools.

„Sharing is essential for us. Internal emails don’t circulate anymore — everything is easy to find in one system,“ adds Soustružník.

Managers feel the impact the most. Soustružník especially appreciates having a clear overview of his work — what’s in progress, upcoming tasks, and priorities. It helps him manage his time much more efficiently.
 

A CRM That Delivers Real Value — Not Just Another System

EDISS didn’t implement eWay‑CRM just to “check a box.” They needed a tool that truly supports their team. In their workflow — where every project starts with a sales opportunity and ends with invoicing — it’s essential that data doesn’t get stuck in spreadsheets, templates, or siloed emails.

And that’s exactly what eWay‑CRM brought them.

Previously, this level of organization would have meant endless email forwarding, searching for files, and being dependent on individuals.

Today, the company has one reliable source of truth:

• Salespeople have a clear view of opportunities and follow‑ups.
• Technicians have all project information upfront.
• Accounting gets accurate data for time tracking and invoicing.
• Management sees the entire customer history at a glance.