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eWay-CRM

eWay-CRM is an information system embedded right into Microsoft Outlook.

  • Windows
    Plug-ins for Microsoft Outlook
  • Microsoft Office Outlook
 4

eWay-CRM is an information system embedded right into Microsoft Outlook. It is designed for companies that want to manage their sales leads and projects more efficiently.

SALES LEADS UNDER CONTROL

- Real time information about current sales leads and opportunities (who is working on them, their status).
- Client communication history input into the client contact section (not left only in minds of employees).
- Quotations, orders, and other important documents always on hand. The system can even request them itself.
- Reminders for all important tasks and events.
More Info »

SYSTEMATIC MANAGEMENT OF PROJECTS AND SALES LEADS

- Easy workflow definition. This tool allows management to define a specific project template for employees to follow and tracks all the key project phases.
- Project journal in just a few clicks. You can easily read all news and step into the project.
- Financial aspects of the project alwaysonhand. We can integrate eWay-CRM with your accounting software and your sales managers will have information about overdue invoices or client turnover right on the customer detail page.
- You no longer need to search for documentation in shared folders. It is on the project details page!

REPORTING - MY DAILY FEEDBACK

eWay-CRM includes a report module along with pre-defined reports, such as:
- Customer turnover and profitability.
- Sales manager efficiency.
- Project summaries.
- Work reports of all staff, etc.


AMAZING INTEGRATION WITH MICROSOFT OUTLOOK

eWay-CRM is a plugin for Microsoft Outlook and users benefit from the very close integration between these two applications. This integration brings many advantages:
- A single workspace/application - e-mails, business cases, and projects all in one application.
- No need to constantly switch between applications or even rewrite data from one application to another.
- Due to a similar user intefrace users do not recognize the difference between Microsoft Outlook and eWay-CRM. More Info »

Links to official eWay-CRM sites

Official Website
eWay-CRM was added by eWaySystem in Jan 2012 and the lastest update was made in Nov 2014. There is a history of activites on eWay-CRM in our Change Log and Activity Log. It's possible to update the information on eWay-CRM or report it as discontinued, duplicated or spam. If you want a nice widget to put on your website check these out.
 
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