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.
• 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.