Size:67.8 MB

Date Added:30 November, 2016

Author: eWay System LLC

Category: Business  >  Project Management



eWay-CRM is the best CRM for Outlook. It helps manage Customers, Leads, Projects and contains a professional marketing module. With eWay-CRM, you can share your Outlook with your team - emails, tasks, calendar and contacts. It's like Outlook for Teams. Emails, notes, documents and other important details available right on the item card. You can create custom workflows, fields and categories to manage your established processes within the system.

eWay-CRM has various modules to meet a wide range of requirements. The most popular modules are as follows:
1)Companies and Contacts that are usually used for existing clients and partners.
2)The Leads module is used for opportunities and allows you to move your leads through your sales pipeline from initial contacts to closed deals. Leads can be converted into Projects, Companies and Contacts.
3)Projects will help you to deliver your products or services if this process takes a considerable amount of time and can be divided into stages.
4)The module Marketing has a built-in mail merge feature that allows you to send personalized mass emails with attachments, collect feedback and track responses, link your campaign with Google Analytics, track unsubscribe reasons and set up delayed sending.

Customization. eWay-CRM is highly customizable. You can create you own workflow for both opportunities (leads) and projects, unlimited number of custom fields (8 types) and categories to manage your established processes within the system. You can also make fields mandatory not to forget fill in important information or hide fields you don't need.

User Permissions. Administrative capabilities include various permission policies - from full access to the read-only and private modes.

Mobile Access. Android and iOS apps will allow you to work with you data on the go.

Also, it's possible to send automated notifications, generate automatic tasks, issue proposals/invoices, generate reports, track time sheets and much more.

System Requirements: Microsoft Windows, Microsoft Outlook 2003 - 2016 or Microsoft Outlook 365

Systems: Windows, Windows 7, Windows Server, WinOther, WinVista, WinVista x64, WinXP, Windows Vista Business, Windows Vista Business x64, Windows Vista Enterprise, Windows Vista Enterprise x64, Windows Vista Home Basic, Windows Vista Home Basic x64, Windows Vista Home Premium, Windows Vista Home Premium x64, Windows Vista Starter, Windows Vista Ultimate, Windows Vista Ultimate x64, Win7 x32, Win7 x64, WinServer

Versions History:

Date Released: Version: Change Info:
2016-11-25 * Conditional Formatting
* Easy Editor in Professional Emails
* Convert Email to a Project
* Custom Views in Reports
* Sums and Aggregations in List Views
* Import Projects from Excel
* Auto Email Opt Out
* Tasks Category Sync
* Reopened Reports Remembers Parameters
* TeamViewer Integration

Tags: crm   Crm Software   project management software   free Crm   Crm System   best Crm   crm Tool   best Crm Software   crm For Outlook 2016   crm applications   Outlook Crm   crm For Outlook   top Crm   top Crm Software   CRM solution   Outlook Project Management   crm Outlook  

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