eWay-CRM

eWay-CRM is a comprehensive customer relationship management (CRM) solution designed specifically as an add-on for Microsoft Outlook. It seamlessly integrates with the desktop version of Outlook, enhancing your email experience with robust CRM features. This integration allows users to manage contacts, projects, deals, and notes directly from their inbox, streamlining workflow and reducing the need to switch between applications.

Key features of eWay-CRM include contact management, where users can easily create and organize contacts with customizable fields. The app also offers a board view for visualizing sales pipelines, making it easier to track and manage deals. Additionally, eWay-CRM supports project management by allowing users to convert emails into tasks, projects, or notes, which can be managed alongside customer interactions.

One of the standout benefits of eWay-CRM is its ability to provide a unified view of customer data, allowing users to access all relevant information from within Outlook. This includes the ability to filter, sort, and export data to Excel for further analysis. Furthermore, eWay-CRM supports offline mode and integrates with other Microsoft tools like Word and Teams, enhancing collaboration and productivity.

By leveraging eWay-CRM, users can automate workflows and integrate with other applications via Zapier, further expanding its capabilities across different platforms. Overall, eWay-CRM is a practical tool for businesses looking to enhance their CRM capabilities without leaving their familiar Outlook environment.