eWay-CRM for OutlookProduct Overview
eWay-CRM product overview
eWay-CRM is a plugin for Microsoft Outlook that helps companies and freelancers with the CRM agenda, project management, and business opportunities management. The solution delivers Contacts, Deals, Projects, Marketing, Journal, Documents, and Reports modules.
The Contacts module is for tracking details. Apart from automatically or manually linking emails, users can write down notes from meetings and calls, create tasks and calendar events, attach documents, and connect contacts with opportunities and projects. The Deals module provides workflows for different opportunities, allowing sales teams to move leads through the sales pipeline, from initial contacts to closed deals.
eWay-CRM’s Projects module facilitates the delivery tracking of products or services that take a considerable amount of time. Like leads, projects have customizable workflows and ensure employees meet deadlines and effectively upload their procedures. The Marketing module streamlines the professional distribution of personalized bulk emails. Journal keeps track of all notes, meeting minutes, and phone calls. The Documents module functions as shared storage for all types of documents. The Reports module consists of predefined reports, which show data from different perspectives, e.g., user attendance, sales team performance, projects timeline, and leads without a next step planned.
Pros of eWay-CRM
- eWay-CRM presents a familiar interface since it is a part of Microsoft Outlook. This reduces the learning curve for team members.
- The software comes with advanced administration settings to let users adjust the software to specific needs. Users can create custom fields, change permission policies, add drop-down menus.
Cons of eWay-CRM
- Additional services for eWay CRM have extra charges.
- The software has complicated email campaigns.
Breakdown of core features
Microsoft Outlook integration
With eWay-CRM, users can upgrade the potential of Microsoft Outlook. The solution enables managing customer relationships, tracking projects and tasks, working as a team, dealing with business opportunities, and handling customer communications right from the system. When users convert an email to the lead or project, eWay-CRM automatically captures the contact information and files the email.
Sales management
eWay-CRM records all deals. In addition, it supports the manual filing of deals if the company gets them through phone calls. Through API, using web forms becomes available, too.
Users can set the steps needed using workflow, and individual workflow steps automatically generate tasks. The system makes data available to everyone who needs it. Sales reps can convert voice notes to text.
Project management
eWay-CRM has a module to track post-sales activities such as jobs, implementation, and delivery. It modifies a lead or contact to a project. The CRM automatically copies all communications from the lead to the project.
The workflow feature lists steps the project manager and the team will follow to finish the job. eWay-CRM keeps an eye on important deadlines and milestones, including Communication history, Tasks, Documents, Timesheets, Deadlines, and Budgets.
Marketing module for email campaigns
The Professional Email Campaigns embeds the mass email feature is embedded right in the CRM software. The marketing module is for collecting feedback, tracking responses, and sending attachments. Users can also use this module to link campaigns with Google Analytics, track Unsubscribes, and set up delayed sending.
(Last updated on 11/17/2021 by Liz Laurente-Ticong)
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