eWay-CRM Overview
What is eWay-CRM?
eWay-CRM is a highly customizable Customer Relationship Management (CRM) system that is deeply integrated with Microsoft Outlook, also available as a standalone web app and mobile application for iOS and Android. Its standout feature is its powerful add-in for Outlook, allowing users to manage customers, sales pipelines, projects, and email campaigns directly from their familiar email interface. The software enables team-wide sharing of Outlook data, tracks full communication history, helps plan follow-ups, and automates company processes. A high degree of customization is offered, including the creation of custom user fields, tailored form layouts, configurable workflows, and granular user permissions, allowing it to adapt to specific business needs.
Who it's for:
eWay-CRM is an excellent fit for small to medium-sized businesses and teams that rely heavily on Microsoft Outlook for daily communication. It is particularly appealing to sales professionals, project managers, and marketing teams who want to enhance their productivity by embedding CRM functionality directly into their primary email workflow.
Our verdict:
Our verdict is that eWay-CRM's deep Outlook integration is its killer feature, offering unmatched convenience for Outlook-centric organizations. Combined with its strong customizability and multi-platform access, it provides a practical and efficient way to manage customer relationships without disrupting established email habits.
eWay-CRM Details
eWay-CRM Platforms supported
Cloud, SaaS, Web-Based
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
Desktop Chromebook
Desktop Linux
Desktop Mac
eWay-CRM Support options
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Phone Support
eWay-CRM Training options
Documentation
In-Person
Live Online
Videos
Webinars
eWay-CRM Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
eWay-CRM Pricing
Tiered pricing system
eWay-CRM Features
Most valued eWay-CRM features by users
Activity Dashboard
Alerts/Notifications
Appointment Scheduling
Call Logging
Commenting/Notes
Customizable Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Reporting/Analytics
Sales Pipeline Management
Task Management
Third Party Integrations
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