eWay-CRM

eWay-CRM is an information system embedded right into Microsoft Outlook. It is designed for companies that want to manage their sales leads and projects more efficiently. SALES LEADS UNDER CONTROL- Real time information about current sales leads and opportunities (who is working on them, their status).- Client communication history input into the client contact section (not left only in minds of employees).- Quotations, orders, and other important documents always on hand. The system can even request them itself.- Reminders for all important tasks and events. SYSTEMATIC MANAGEMENT OF PROJECTS AND SALES LEADS- Easy workflow definition. This tool allows management to define a specific project template for employees to follow and tracks all the key project phases.- Project journal in just a few clicks. You can easily read all news and step into the project.- Financial aspects of the project alwaysonhand. We can integrate eWay-CRM with your accounting software and your sales managers will have information about overdue invoices or client turnover right on the customer detail page.- You no longer need to search for documentation in shared folders. It is on the project details page! REPORTING - MY DAILY FEEDBACK- eWay-CRM includes a report module along with pre-defined reports, such as: Customer turnover and profitability.-- Sales manager efficiency.-- Project summaries.-- Project profitability for the last 12 months.-- Work reports of all staff, etc.AMAZING INTEGRATION WITH MICROSOFT OUTLOOK- eWay-CRM is a plugin for Microsoft Outlook and users benefit from the very close integration between these two applications. This integration brings many advantages:-- A single workspace/application - e-mails, business cases, and projects all in one application.-- No need to constantly switch between applications or even rewrite data from one application to another.-- Due to a similar user intefrace users do not recognize the difference between Microsoft Outlook and eWay-CRM. They can work more efficiently.-- Very user friendly. Easy to teach new users - habits from Microsoft Outlook will stay, everything in eWay-CRM is the same!