eWay-CRM is CRM embedded right into Microsoft Outlook. It turns your Outlook into a fully fledge CRM and helps you manage contacts, companies, sales, marketing, and projects.

This app extends the standard eWay-CRM functionality of a set of preview panels that appears in Microsoft Outlook and gives you detailed information about the subject you are writing with.

Note: To use this app, you need an eWay-CRM account. Please go to www.eway-crm.com, download our software, and sign up.

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.