Name: eWebLife
Author: eWebLife

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Chatbot

Flowchart

Development

Business Intelligence (BI)

Collaboration

Meeting Management

Enterprise

Accounting

Accounting and Tax Services

Budgeting and Forecasting

Crypto Accounting

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

International Payroll

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Blade Servers

Change Management

Cloud Data Warehouse

Cloud Storage

Continuous Delivery

Data Fabric

Data Pipeline

Data Quality

Fraud Detection

IT Service Providers

Identity Verification

Integration Platform as a Service (iPaaS)

Interoperability

Managed File Transfer (MFT)

Managed Print

Network Performance Monitoring

Network Traffic Analysis (NTA)

Office Migration and Repair

Remote Desktop

Software-Defined WAN

Telecom Expense Management (TEM)

Test Management

User Activity Monitoring

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Content Management

Digital Experience Intelligence

Email Marketing

Enterprise Marketing Management

Local Marketing

Marketing Automation

Marketing OS

Presentation

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Transcription

Wireframing

Professional Services

Customer Relationship Management (CRM)

Proposal

Revenue Operations

Sales

Automotive

Awards Management

Construction Accounting

Oil and Gas

Vertical-Specific

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eWebLife is a solution designed to assist organizations in efficiently managing their clients, prospects, members, employees, volunteers, mentors, and contacts. According to the vendor, eWebLife offers a People Relationship Manager (PRM) along with a range of integrated tools to streamline various business processes. This solution is targeted towards small to mid-size non-profit and for-profit companies in professions and industries such as membership organizations, corporations, eCommerce, consulting, and churches.

## Key Features

**People Relationship Manager (PRM)**: According to the vendor, eWebLife provides a suite of web-based tools to manage clients, prospects, members, employees, volunteers, mentors, and contacts. It aims to consolidate various technology needs including sales lead tracking, invoicing, donation management, event registration and payment, membership management, and communications.

**Websites**: eWebLife offers the option of custom or template websites that can be integrated with the PRM and other services. According to the vendor, these websites provide automation for website management and business processes, and also allow access to website contacts to facilitate organizational growth.

**Mentoring**: The vendor claims that eWebLife offers tools to streamline the mentor-mentee match process, with the goal of reducing the "shelf life" of mentors and mentees. It provides features such as mentor approval and matching, as well as supervisory reporting, to guide and develop the skills, confidence, and character of mentees.

**Event Management**: According to the vendor, eWebLife simplifies event hosting by providing tools for managing event registration, payment, and attendance. It eliminates the need for per-registration fees and aims to save valuable time and resources.

**Membership**: eWebLife aims to facilitate membership growth and connections within organizations. The vendor states that it offers tools for membership management and enables seamless connections between members, with the goal of increasing the organization's membership base and promoting overall growth.

**Communications**: According to the vendor, eWebLife provides flexible tools for email marketing, group communications, and SMS. It supports communication strategies for businesses, allowing them to connect with customers, prospects, members, volunteers, and mentors. The vendor claims that this can enhance virtual marketing efforts and foster connections with various groups of people.

**Donation and Giving**: eWebLife enables organizations to efficiently manage donor information and increase donations. According to the vendor, it provides tools for donor management and enhances donor information, allowing organizations to track contributions of time, talent, and treasure.

**eCommerce**: The vendor claims that eWebLife enables organizations to boost revenue by selling products online. It offers seamless online payment processing, product sales, and donation management. The platform integrates with other eWebLife modules to eliminate redundant data entry.

**Recruiting**: According to the vendor, eWebLife streamlines the hiring process and helps organizations find suitable candidates. It provides tools for online applications, automated references, and applicant tracking, simplifying the approval/denial process for applicants.

**Forum**: eWebLife offers members-only and non-member forums for membership organizations. According to the vendor, these forums enable members to connect and communicate with each other, supporting discussions, knowledge sharing, and networking within the organization.

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Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

eWebLife

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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eWebLife

Overview

What is eWebLife?