Download eWay-CRM 7.4.0 – Descargar

eWay-CRM is the best CRM for Outlook. It helps manage clients, leads, projects and includes a professional marketing module. With eWay-CRM you can share Outlook with your team – e-mail, 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 in 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 typically used for existing customers and partners.
2) The Leads module is used for opportunities and allows you to move leads through the sales pipeline from initial contacts to closed deals. Leads can be converted to projects, companies and contacts.
3) Projects will help you deliver your products or services if this process takes a long time and can be divided into stages.
4) The Marketing module has a built-in email merge feature that allows you to send personalized mass emails with attachments, collect feedback and track responses, connect your campaign to Google Analytics, track unsubscribe reasons and set up delayed sending.

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

User permissions. Administrative functions include various permission policies – from full access to read-only and private modes.

Mobile access. Android and iOS apps let you work with your data on the go.

It is also possible to send automated notifications, generate automatic tasks, issue proposals/invoices, generate reports, track time sheets and much more.