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Description
Experience the benefits of a fast and intuitive customer relationship management system with a 30-day free trial! Any new interactions, such as phone calls, messages, or meetings related to a contact or company, can be effortlessly recorded, and you can plan future engagements through integrated task management. Additionally, setting up and overseeing new customers is straightforward, while existing customers can be effortlessly imported from previous CRM systems or Microsoft Excel. You can view all scheduled activities in the 'Calendar' as well as in the 'Actions' list, ensuring you stay organized. A simple click in the ‘Action’ window allows you to access the corresponding customer profile, providing you with all the pertinent information you may need. Moreover, the convenience of synchronizing the ‘Calendar’ with other platforms, like Google Calendar, Outlook Calendar, and iCalendar, streamlines your workflow. This system also makes it easy to manage multiple sales interactions with the same customer, and from the project window, you can quickly create tasks and delegate them to yourself or other team members. Embrace this innovative solution to enhance your business operations and customer engagement.
Description
Looking for a CRM that works inside Microsoft Outlook? Give eWay-CRM a try.
It’s fully embedded in both Outlook and Microsoft Teams, so you can manage clients, deals, tasks, and campaigns without switching apps.
With automatic email tracking, calendar sync, and contact integration, everything stays connected and easy to find.
One standout feature is “Convert to” — right-click an email and instantly create a contact, task, or sales opportunity.
Teamwork is even smoother with Teams integration, making communication and shared workspaces feel effortless.
Stay productive, keep your data organized, and handle your entire workflow in the tools you already use every day.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
3CX
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Drive
IDnow
Microsoft Excel
Integrations
Microsoft Outlook
3CX
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Drive
IDnow
Microsoft Excel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Sonaro
Country
Lithuania
Website
www.sonaro.lt/crm-programa-en
Vendor Details
Company Name
eWay System
Founded
2008
Country
USA and Czech Republic/Europe
Website
www.eway-crm.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management