eWay-CRM

What is eWay-CRM?

eWay-CRM is an information system seamlessly integrated into Microsoft Outlook, designed to help companies efficiently manage their sales leads and projects. It offers a comprehensive suite of features, including sales lead management, systematic project management, and robust reporting capabilities

Highlights

• Sales Leads Management: Centralized database to organize and track all customer, partner, supplier, and competitor details, with custom categorization, sorting, and filtering options
• Project Management: Full communication history tracking, including emails, phone calls, meetings, invoices, and documents, carried across from lead to project
• Automated Reminders: Synchronized with Outlook tasks, and generated for overdue payments, customer birthdays, inactivity, and more
• Marketing Automation: Email campaign management with templates, personalization, and automatic feedback tracking
• Deal Management: Customizable workflows and automatic task generation to streamline the sales process, with deal source tracking and quote/meeting management
• Reporting: Variety of pre-defined reports, with export options to Microsoft Word, Excel, and PDF formats.