What is eWay-CRM?
eWay‑CRM is a CRM system that integrates seamlessly with Microsoft Outlook, enabling comprehensive customer, sales and project management directly in your familiar Outlook environment. The system can be used as an add-in in Outlook for Windows, is available on Macs via the web app, and offers mobile apps for iOS and Android. You can manage contacts, companies, emails, meetings, tasks and projects in a shared database and access them anywhere. The software ensures that your team is always on the same page, whether in the office, working from home or on the go.
Advantages of eWay-CRM
- Seamless Outlook integration: eWay-CRM looks like Outlook and fits into the familiar interface. All data is available in the same programme, no additional software is required, eliminating the need to switch to a new user interface.
- Centralised contact and email management: The software creates a shared database for contacts and companies. Emails are automatically filed by contact, company, deal or project and shared with the entire team. This gives you instant access to the entire communication history.
- Intelligent automation with AI: eWay-CRM uses artificial intelligence to recognise the tone and key content of emails and thus set priorities. It can analyse email signatures and automatically create new contacts or deals.
- Quick conversion of emails into tasks, deals and projects: Requests from emails can be converted into deals, contacts or projects with a single click. The software automatically extracts the relevant contact data, saving you manual work.
- Project and task management: eWay-CRM offers an integrated project module. Deals can be transferred to projects with a single click. Tasks, deadlines and budgets can be managed centrally. Workflows automatically generate tasks, notifications and checks to ensure that deadlines and budgets are met.
- Sales and pipeline management: The sales module enables clear management of leads, opportunities and deals. A Kanban board visualises the sales process and displays sales potential, due dates and next steps.
- Integrated email marketing: With the built-in marketing function, newsletters and campaigns can be sent directly from Outlook. Templates can be customised, and AI-powered Smart Deliveries ensure that emails are sent at the optimal time.
- Powerful analytics and reports: Integrated Power BI reports, such as the Sales Executive Dashboard, provide you with meaningful metrics on activities, projects and sales.
- Flexible customisation and workflows: Users can individually configure fields, views, forms and workflows. This allows the system to be adapted to different processes and industries. Permissions, mandatory fields and automations ensure consistent data and high quality.
- Mobile and web-based use: In addition to the Windows version, eWay CRM offers mobile apps for iOS and Android as well as a web app for Mac users. Data is synchronised so you can work anytime, anywhere.
- Integration with other systems: eWay-CRM can be connected to over 3,000 applications such as Microsoft Teams, SharePoint, QuickBooks, WordPress and Zapier. Power Automate allows you to create custom workflows without any programming knowledge.
- Security and data protection: Customer data can be stored in the cloud (US or EU) or on your own server; communication is encrypted. Granular permissions and GDPR features protect sensitive information.
Key features and highlights
- Automatic email assignment and archiving by contacts, deals or projects
- AI-powered summaries, sentiment analysis and task suggestions
- Quick conversion of emails into deals, tasks or projects
- Centralised contact and company database with synchronisation to Outlook
- Visual sales kanban board and sales pipeline with revenue forecasts
- Project management functions including task lists, resource utilisation and budget control
- An integrated email marketing module with templates, smart deliveries and heat maps
- Power BI dashboards, reports and analyses for management and controlling
- Customisable fields, views, forms and workflows
- Mobile app for iOS and Android as well as web-based use
- Integration with Microsoft Teams, SharePoint, Power Automate, QuickBooks and Zapier
- Secure storage in the cloud or on-premises with comprehensive authorisation concept
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