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Best CRM for Outlook

by eWay-CRM

(15 ratings)

eWay-CRM is the Best CRM for Outlook. Ever.

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?

  1. 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.
  2. 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.
  3. 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

  1. Contacts and companies shared within your team.
  2. Synchronized with your smartphone.
  3. Organized by categories and custom fields.
  4. Automatic email tracking.
  5. Notes and follow-ups.
  6. Advanced user rights.

SALES

  1. All deals and leads in one place.
  2. Integration with web forms and lead-generating tools.
  3. Emails, notes, and documents.
  4. Reminders.
  5. Automated workflows.
  6. Power BI dashboards.

MARKETING

  1. Marketing emails right inside your CRM.
  2. Beautiful templates.
  3. Detailed stats of user behavior.
  4. Heatmaps.
  5. Easy to turn a lead into a deal.

PROJECTS

  1. Keep an eye on your deliveries.
  2. Tasks and subtasks.
  3. All communications in one place.
  4. Billing, costs, and profit.
  5. Timesheets.

ADVANCED CUSTOMIZATIONS & INTEGRATIONS

  1. Custom fields.
  2. Form designer.
  3. Workflows.
  4. Module permissions.
  5. Field permissions.
  6. API.
  7. Integration with Zapier.
  8. PowerBI app.

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

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance

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