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.
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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.
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.
WORKS ON EVERY MAC, PC AND SMARTPHONE
- eWay-CRM Web is a web app you can open in internet browsers (on Mac, tablet and PC). You don’t need Microsoft Outlook to be installed.
- eWay-CRM Mobile is a mobile app you can install on both Android and iOS. On a plane or experiencing slow internet? Don’t worry about the connection. eWay-CRM even works offline.