Product Information
What is Eway-crm?
eWay-CRM is an information system embedded within Microsoft Outlook, designed for companies looking to manage their sales leads and projects more efficiently.
**Sales Leads Under Control**
Real-time information on current sales leads and opportunities (who’s working on them, their status).
Customer communication history is logged in the "Customer Contact Interaction" section (not just stored in employees' minds).
Quotes, orders, and other crucial documents are always at hand. The system can even request them automatically.
Reminders for all important tasks and events.
**Systematic Management of Projects and Sales Leads**
Simple workflow definition. The tool allows management to set specific project templates for employees to follow and track all key project stages.
Project journal with just a few clicks. Easily review all updates and step into the project.
The financial aspects of projects are always clear. eWay-CRM can integrate with your accounting software.
**Reports – Your Daily Feedback**
eWay-CRM includes a reporting module with predefined reports such as:
- Customer churn and profitability.
- Sales manager efficiency.
- Project summaries.
- Work reports for all employees, and more.
**Seamless Integration with Microsoft Outlook**
eWay-CRM is a plugin for Microsoft Outlook, offering users the benefits of tight integration between the two applications. This integration provides numerous advantages:
- A single workspace/application – emails, business cases, and projects all in one place.
- No need to constantly switch between apps or manually transfer data from one to another.
**Available on Every Mac, PC, and Smartphone**
eWay-CRM Web is a web application accessible via an internet browser (on Mac, tablet, and PC) without requiring Microsoft Outlook. eWay-CRM Mobile is a mobile app available for Android and iOS. On a plane or experiencing slow internet? No worries about connectivity—eWay-CRM works offline too.
How to use Eway-crm?
eWay-CRM is a Microsoft Outlook-integrated information system designed to help businesses manage sales leads and projects more efficiently, turning Outlook into a full-featured CRM.
Core Functions of Eway-crm
Outlook Integration
Usage Scenarios of Eway-crm
- Efficiently manage sales leads and opportunities, tracking their status in real-time
- Systematically manage projects, define workflows, and track key stages
- Centralize important documents like customer communication history, quotes, and orders
- Organize emails and meetings in Outlook, categorized by contacts, companies, deals, or projects
- Team members share emails to avoid duplicate customer outreach
- Convert emails into deals, contacts, or projects with one click and automate follow-up tasks
Common Questions about Eway-crm
What does eWay-CRM do?
How do I use eWay-CRM?
What are the core features of eWay-CRM?
What are the application scenarios for eWay-CRM?
