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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

A CRM solution integrated with Microsoft, specifically designed for the insurance industry, streamlines sales processes and manages marketing campaigns effectively. It assesses sales activities in relation to production objectives while offering an exceptional, ready-to-use user experience tailored to the sector. The system features lead tracking capabilities to attract new agents, profile potential clients, and maintain relationships with current agents. Users can develop targeted campaigns, segment their audience precisely, and leverage comprehensive dashboard reporting for insights. Additionally, it allows for seamless integration with iPipeline Agency Integrator and can utilize existing organizational data to enhance functionality. This innovative platform ensures that insurance professionals can optimize their operations and achieve better results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3CX
Engaged CRM
Go-Insur
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
Microsoft Power Automate
Microsoft Power BI
Microsoft Teams
One Mortgage System (OMS)
Poll Everywhere
QuickBooks Online
QuickBooks Online Advanced
Tableau
TeamViewer
WordPress
Zapier

Integrations

3CX
Engaged CRM
Go-Insur
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
Microsoft Power Automate
Microsoft Power BI
Microsoft Teams
One Mortgage System (OMS)
Poll Everywhere
QuickBooks Online
QuickBooks Online Advanced
Tableau
TeamViewer
WordPress
Zapier

Pricing Details

$20.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
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

eWay System

Founded

2008

Country

USA and Czech Republic/Europe

Website

www.eway-crm.com

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com/products/crm-for-distributors/

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

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