EWay-CRM

eWay-CRM is a CRM software developed by eWay System LLC as a MS Outlook add-in. It was made for small and mid-sized businesses and allows customer relationship management, project management, document management (DMS), HR management and more.

Modules

eWay-CRM is organized into different modules, including:

Contacts

The Contacts module in eWay-CRM is completely separate from Outlook Contacts and provides a broader and more detailed overview of contacts. It also allows:

• linking emails (automatically or manually)
• creating notes from calls or meetings
• creating tasks and calendar events
• attaching documents
• linking contacts with Opportunities and Projects
• synchronizing with Outlook and mobile contacts

Companies

This module acts as a database of customers, suppliers and business partners. It provides an overview of all the activities with a particular company. It displays related contacts, opportunities (leads) and projects, as well as emails, journals, tasks and any other related items.

Deals

The Deals module is used for opportunities. It offers a workflow or different workflows for different opportunities. This allows users to move leads through the sales pipeline from the initial contact to the end. Workflows are fully customizable, leads can be converted into Projects, Companies or Contacts.

Projects

This module helps keep track of products or services. Projects can be created manually or by converting leads and emails.

Marketing

The Marketing module is used for sending personalized bulk emails as well as:

• Sending attachments
• Collecting statistics and seeing who clicked on your link
• Sending emails even if your Outlook is closed
• Linking your campaigns with Google Analytics
• Setting up delayed sending
• Using opt-out options
• Tracking unsubscribe reasons

Journal

The Journal is used to keep track of all notes, meeting minutes and phone calls. Journals are always linked with contacts, companies, leads or projects and it offers an option to automatically notify other users about new journal created for a lead or a project.

Documents

This module can be used as shared storage for different types of documents. Documents have workflows and the versioning option in case there is an approval process and automated notifications and tasks are required.

Emails

Emails can be saved to eWay-CRM automatically or manually. They are linked to contacts, leads or projects and accessible for any team member. Emails can also be converted into contacts, leads or projects.

Tasks and Calendar

eWay-CRM synchronizes both tasks and calendar events created within the Microsoft Outlook Task and Calendar. This is a two-way synchronization, meaning that updating one leads to an automatic update of the other.

Calendar events can be converted into Journal and tasks can be assigned to team members, allowing users to see everyone's tasks without sharing calendars.

Reporting

The Reports module can be used to have an overview of user attendance, sales team performance, projects timeline, leads without a next step planned etc.

Integrations

• PowerBI
• QuickBooks
• WordPress
• 3CX
• TeamViewer
• Poll Everywhere
• Tableau
• Microsoft Office
• Zappier

Awards

• Top 20 Fastest Growing Software 2022

• GetApp Category Leaders 2021
• SoftwareAdvice Front Runners 2020 and 2021
• Supreme Software Award 2019
• Top 20 Most Affordable CRM Software 2017, 2018 and 2019
• 66 Best CRM Blogs 2019

Note

This Wikipedia page is partially a translation of eWay System and eWay-CRM

References

This article "EWay-CRM" is from Wikipedia. The list of its authors can be seen in its historical and/or the page Edithistory:EWay-CRM. Articles copied from Draft Namespace on Wikipedia could be seen on the Draft Namespace of Wikipedia and not main one.

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