eWay-CRM Online is a CRM tool that sits right inside Microsoft Outlook 365. It turns Outlook into a fully-fledged CRM that helps companies and individuals manage contacts, companies, sales, marketing, and projects.

eWay-CRM Online runs inside Outlook for PC, Mac, web, and mobile. It just requires Microsoft 365.

To begin, please go to https://signup.eway-crm.com and create an account. You can choose between eWay-CRM Free or eWay-CRM 14-day Trial (paid account).

WHY IS EWAY-CRM EMBEDDED INTO OUTLOOK?

You have one software for everything. Outlook helps you manage your e-mails, calendar, contacts, and tasks. With eWay-CRM, you will extend its functionality to a fully fledge CRM with no need to switch between different apps.

You work in a well-known environment. You already know Outlook and eWay-CRM looks exactly the same. There is no need to learn any new piece of software. Just sign up and start working.

You build a shared database. Outlook is a great single-user app. eWay-CRM allows you to share e-mails, contacts, or calendar with your team. Besides, everything will be well organized by customers, deals, or projects. It's like Outlook for teams!

WHAT ARE THE MAIN FEATURES?

CONTACTS & COMPANIES

Contacts and companies shared within your team.

Synchronized with your smartphone.

Organized by categories and custom fields.

Automatic email tracking.

Notes and follow-ups.

Advanced user rights.

SALES

All deals and leads in one place.

Integration with web forms and lead-generating tools.

Emails, notes, and documents.

Reminders.

Automated workflows.

Power BI dashboards.

MARKETING

Marketing emails right inside your CRM.

Beautiful templates.

Detailed stats of user behavior.

Heatmaps.

Easy to turn a lead into a deal.

PROJECTS

Keep an eye on your deliveries.

Tasks and subtasks.

All communications in one place.

Billing, costs, and profit.

Timesheets.

ADVANCED CUSTOMIZATIONS & INTEGRATIONS

Custom fields.

Form designer.

Workflows.

Module permissions.

Field permissions.

API.

Integration with Zapier.

PowerBI app.

Find out how eWay-CRM can help you and your team and try eWay-CRM today.

Best CRM for Outlook

Autor: eWay-CRM