eWay-CRM

Uncover the full potential of Microsoft Outlook

Manage customer relationships. Track projects and tasks. Work as a team. Access clients, projects, business opportunities and customer communications right from our CRM for Outlook.

Single workspace. Collect, organize and share all of the information important to your business with software you already use. Microsoft Outlook is for Teams. Make e-mails, calendar events, notes and documents immediately available to your team.

The fact eWay-CRM is embedded right into Outlook helps us reduce the learning curve of your team members. They don’t need to learn anything new. eWay-CRM looks exactly like Microsoft Outlook. Everything you already know works here as well.

As you convert an email to the lead/project, eWay-CRM automatically captures the contact information and files the email so that the information you need is at your fingertips.

With Professional Email Campaigns, you have mass email feature embedded right in your CRM software. How about one tool where you can keep all your customer database? You can easily filter recipient by any criteria, use them to build a marketing campaign and send a professional bulk email. Besides, eWay-CRM can:

Collect feedback and track responses
Send attachments
Send emails even if your Outlook is closed
Link your campaign with Google Analytics
Track unsubscribe reasons
Set up delayed sending

eWay-CRM has a module to track post-sales activities (e.g. jobs, implementation, delivery). You can convert a lead to a project or link projects right to contacts. eWay-CRM will automatically copy all communications from the lead to the project so that the delivery team know where to start. With the workflow feature, you can define a list of steps the project manager and his team has to follow in order to successfully finish the job. Our CRM software will keep an eye on important deadlines and milestones. Sales department has access to up-to-date information on how the project is going even after sale was made. Communication history, Tasks, Documents, Timesheets, Deadlines, Budgets and much more. eWay-CRM has a professional project management module embedded right within.

Keep your eWay-CRM data on the fly. Access them whenever you want, wherever you are. Enjoy our iOS / Android apps. Search the history of communications, read notes and emails, open documents. They are all in your smart-phone. Make photos, notes, plan follow ups. eWay-CRM Mobile has it all.

eWay-CRM Web is an online app that runs inside a web browser. You can use any device that’s by hand to access your data. eWay-CRM Web contains all the important modules and features. Contacts, Companies, Deals, Projects, Communication History and Tasks. Custom Fields, Workflows, Permissions and much more. It’s the best options for those who use Mac or need to use a home PC from time to time.

Do you use Windows? Do you have Microsoft Outlook? It’s time for eWay-CRM!

Download eWay-CRM