eWay-CRM

eWay-CRM

eWay-CRM is a robust customer relationship management solution designed to integrate seamlessly with Microsoft Outlook, helping teams manage contacts, sales, and projects effectively.

Location: United States
Software Type: Web App

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Description

eWay-CRM is a powerful customer relationship management (CRM) plugin that integrates with Microsoft Outlook, providing teams with the tools needed to manage customer relationships without the need for a new interface. This software allows users to collect, organize, and share important data, including emails, meetings, notes, and documents.

Key features of eWay-CRM include automatic email tracking, which enables users to monitor conversations effortlessly. Users can also convert emails into contacts, deals, or tasks with a simple right-click, streamlining workflow. Additionally, eWay-CRM synchronizes tasks and calendars, ensuring that users stay organized.

The software aids in building a shared database of contacts, enabling teams to manage deals and sales pipelines effectively. eWay-CRM is trusted by over 2,100 companies worldwide and offers both online and mobile applications for accessibility on the go. Users can benefit from various resources, including tutorials, videos, and community support, to maximize their use of the software.

Pricing plans are available to cater to different organizational needs, starting from a free version with essential features suitable for startups, to a comprehensive Enterprise plan that offers extensive functionalities. Users can easily start a free trial or request a demo to explore the capabilities of eWay-CRM further.

Features

Seamless Outlook Integration

eWay-CRM integrates directly with Microsoft Outlook, allowing users to manage their customer relationships without having to switch between different applications.

Automatic Email Tracking

Emails are automatically tracked, helping users to keep a record of communications without manual input.

Task and Calendar Synchronization

Tasks and calendars synchronize with Outlook, ensuring users remain organized and informed about their responsibilities.

Shared Database of Contacts

Build and maintain a shared database, allowing teams to access and manage contact information collaboratively.

Deals and Sales Pipeline Management

Users can effectively manage deals and sales pipelines, enabling better tracking of sales processes.

Resource Management

Easily manage resources alongside customer relationships, ensuring that every aspect of the business is aligned.

Mobile Application Access

Access eWay-CRM on-the-go with mobile applications, ensuring productivity and connectivity at all times.

Comprehensive Support and Documentation

Users have access to extensive support resources, including documentation, tutorials, and community forums.

Tags

CRMOutlookcustomer managementsales trackingemail management

Documentation & Support

  • Documentation
  • Support
  • Online Support
  • Updates