The best CRM Software for Outlook, also available online and on Android / iOS. It helps manage Customers, Deals, Projects and Mail Merges. With eWay-CRM you can share your Outlook with your team, automate workflows and run your business efficiently.
Version: 6.1.1.232The best CRM for Outlook, available now on iOS / Android and as an online app. It helps manage Customers, Deals, Projects and Mail Merges.
License: Free To Try $28.00
Operating System: Windows
Homepage: www.eway-crm.com
Developed by:
AMAZING INTEGRATION WITH OUTLOOK Turn your Outlook into professional CRM software. Work with the well-known environment, stay in one application and don't switch between.
Integrate Emails, Calendar, Tasks and Contacts.
Get your staff familiar with CRM, looks exactly like Microsoft Outlook. Give users a tool they already know and decrease your training costs.iOS / ANDROID APPS PROVIDE DATA ON THE GO
Install the iOS / Android app on your smartphone and access data on the fly. Search your database, make notes, attach photos and set up reminders.
ALSO WORKS ONLINE If you like Mac, use eWay-CRM Web. It's an online app that allows you to use any device that's by hand.
COMPANY AGENDA IN ONE PLACE Contacts, Sales, Projects and Marketing Mail Merges available from your Outlook. Get the full communication history, attach documents, plan follow-ups, send bulk emails.
Manage your pipeline, monitor life projects and let eWay-CRM send you reminders when needed.
DATA SHARING Share your Outlook with other team members. Emails, Calendar, Contacts or Tasks. All saved data is instantly available for everyone's access.
Our CRM software also has an auto-tracking feature. When enabled, all your incoming and outgoing emails are automatically saved to eWay-CRM and organized by contacts / projects.
FULLY CUSTOMIZABLE Customize eWay-CRM to your needs. Create grid reports, utilize advanced filter editor, save user views for later use.
Design your own forms, make as many custom fields as needed, customize workflows, set up user permissions. eWay-CRM has a built-in administration app that helps you tailor the software to your specific needs to ensure your team members will follow best practices.
Version 6.1.1.232: Microsoft Word Templates: Brand New Look Professional Emails: Advanced stats on a right click Press Ctrl+Shift+C to get a record link QuickBooks Connector: Notification bar displays sync issues Bookkeeping Records: Refresh now updates more fields eWay-CRM Web: What's New screen And more
Version 6.1.1.209: PowerBI connector Password reset feature OAuth 2.0 authentication Improved import from Excel Updated wizard in Professional Emails Added support for Grouping and Summaries in eWay-CRM Web Brand new Administration Center Extended API of Goals Quickly add/edit a contact New shortcuts and more
Version 6.1.1.185: Brand new wizard in Professional Emails Completely redesigned Import from Excel Brand new Welcome Page in eWay-CRM Web Integration with PowerBI eWay-CRM Web supports Grouping and Summaries OAuth2 support Add New / Link to Existing from the Pop-up Menu Quickly enter or change a Contact Name
Version 6.0.1.124: Ability to open lists in a new window Relation fields in grids now work as hyperlinks Categorize button in items' ribbons or context menus to quickly create and assign a missing tag Delete button to remove a drop-down menu item Improved filters Ability to export to Excel in the Outlook ribbon
Version 6.0.1.97: Brand New Administration Portal Brand New Notifications eWay-CRM Web Dark Mode Format Your Notes Send a Document as PDF Advanced Professional Email Stats Better Categories Drag-and-Drop of Documents / Emails Redesigned Import from Excel New Office 365 Look Change Username Delegate Work
Version 6.0.1.74: eWay-CRM Web Brand New Administration Portal Format Your Notes Send a Document as PDF Advanced Professional Email Stats Better Categories Drag-and-Drop of Documents / Emails Redesigned Import from Excel New Office 365 Look Dark Mode Change Username Delegate Work Brand New Notifications
Version 5.4.0.157: Launch of US eWay-Cloud. Customized form for every item type. Easier ribbons and Office 2019 look. Copying items between documents. Opening a document without the need to install eWay-CRM. Professional emails: Downloading chosen reactions only.
Version 5.4.0.122: OUR OWN MODULE TASKS (available in eWay-CRM Mobile as well) * Ability to delegate tasks * Team tasks * Recurrent tasks * Highly customizable SUGGEST A FEATURE BUTTON For complete changelog, please see https://kb.eway-crm.com/documentation/1-introduction/changelog.