eWay-CRM

The best CRM for Outlook

0.0
Rating out of 5 Based on 0 reviews

eWay-CRM is a CRM system embedded right into Microsoft Outlook. It helps companies all around the world with their CRM agenda, project management and business opportunities.

Pricing of eWay-CRM

Yearly
Monthly

Free

USD 0
USD 0

Buy Now
  • Manual email saving
  • Convert email to contact
  • task
  • deal
  • Synchronization with Outlook calendar (1 calendar)
  • User Views (1 per module)
  • Workflows - Basic (1 per module)
  • Custom fields (10 in total)
  • Custom forms (1 per module)
  • Zapier
  • PowerBI
  • WordPress
  • Online resources
  • Community support
  • 200 MB for your documents and emails
  • Manual email saving
  • Convert email to contact
  • task
  • deal
  • Synchronization with Outlook calendar (1 calendar)
  • User Views (1 per module)
  • Workflows - Basic (1 per module)
  • Custom fields

Basic

USD 20
USD 18

/User/Month

/User/Month

Buy Now
  • Includes features of Free plan
  • plus
  • Caller identification (iOS
  • Android)
  • Task reminders
  • Synchronization with Outlook calendar (3 calendars)
  • Row summaries
  • User views (3 per module)
  • Workflows - Basic (3 per module)
  • Custom fields (30 in total)
  • Custom forms (3 per module)
  • Basic permissions
  • Important fields (3 per module)
  • Mandatory fields (3 per module)
  • Live Support Email Helpdesk
  • Email
  • Helpdesk
  • 10 GB for your documents and emails
  • Includes features of Free plan
  • plus
  • Caller identification (iOS
  • Andr

Professional

USD 27
USD 24

/User/Month

/User/Month

Buy Now
  • Includes features of Basic plan
  • plus
  • Automatic email saving
  • Recurrent tasks
  • Synchronization with Outlook calendar (5 calendars)
  • Synchronization with Outlook contacts
  • Duplicity checker
  • Conditional formatting
  • Shared views (5 per module)
  • User views (5 per module)
  • Workflows - Basic or Advanced (5 per module)
  • Workflow rules and actions
  • Custom fields (50 in total)
  • Custom forms (5 per module)
  • User groups and module permissions
  • Important fields (5 per module)
  • Mandatory fields (5 per module)
  • API
  • 3CX
  • Qui

Enterprise

USD 40
USD 36

/User/Month

/User/Month

Buy Now
  • Includes features of Professional plan
  • plus
  • Force automatic email saving for all team members
  • Subtasks
  • Synchronization with Outlook calendar (unlimited)
  • Add-ins for Word and Excel
  • Document versioning
  • Private items
  • Shared views (unlimited)
  • User views (unlimited)
  • Workflows - Basic or Advanced (unlimited)
  • Workflow group-level actions
  • Custom fields (unlimited)
  • Field level permissions
  • Custom forms (unlimited)
  • Important fields (unlimited)
  • Mandatory fields (unlimited)
  • Unique fields (unlimited)
  • Currenc

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Key Features of eWay-CRM

Key Features:
  • Access Controls/Permissions
  • Accounting
  • Activity Tracking
  • Billing & Invoicing
  • Calendar Management
  • Conflict Management
  • Contact Management
  • Contract/License Management
  • CRM
  • Customizable Fields
  • Document Management
  • Email Management
  • Legal Case Management
  • Reminders
  • Task Management
  • Third Party Integrations
  • Time Tracking
  • Trust Accounting

Key Specification

Who uses eWay-CRM

Personal
Personal
StartUps
StartUps
SMEs
SMEs
Agencies
Agencies
Enterprises
Enterprises

Company Details

Company Name: eWay System LLC
Headquarter: St. Louis, Missouri United States
Website: Visit Website go-to-link
Social Media:

eWay-CRM Description

You can use eWay-CRM on your PC. Because eWay-CRM is deeply integrated with Outlook, you can work in a familiar environment. You can use eWay-CRM on your mobile or tablet, if you need. You can work on eWay-CRM also offline and all your work will get synchronised once you are online again.

 

eWay-CRM is integrated with many great tools, such as accounting systems, ERP and many others. Have a look at some examples at eWay-CRM Integrations

eWay-CRM can be also easily integrated with your own tools. Have a look at our API.

 

eWay-CRM has a set of predefined reports to provide you with crucial information concerning various parts of your business. It spans from company sales statistics all the way to time sheets of a particular colleague.

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eWay-CRM Video

User Reviews

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Frequently Asked Questions (FAQs)

The user group of eWay-CRM are as follows :

  • Personals
  • Startups
  • SMEs
  • Agencies
  • Enterprises

eWay-CRM has 4 plans,

  • Free USD 0
  • Basic USD 20 /User/Month
  • Professional USD 27 /User/Month
  • Enterprise USD 40 /User/Month

The key featuers of eWay-CRM are as follows :

  • Access Controls/Permissions
  • Accounting
  • Activity Tracking
  • Billing & Invoicing
  • Calendar Management
  • Conflict Management
  • Contact Management
  • Contract/License Management
  • CRM
  • Customizable Fields
  • Document Management
  • Email Management
  • Legal Case Management
  • Reminders
  • Task Management
  • Third Party Integrations
  • Time Tracking
  • Trust Accounting

eWay-CRM pricing model : Monthly,Onetime(Perpetual License)

eWay-CRM is Cloud Hosted,Hybrid,On Premise Software.

Yes

eWay-CRM offers Phone,Email,Live Chat,Online (Ticket),Business Hours support.

eWay-CRM provides Help Guides,Video Guides,Blogs,Webinars,Case Studies,On-Site Training for the software training.