eWay-CRM

The best CRM for Outlook

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What is eWay-CRM?

eWay-CRM is a robust, fully-featured Customer Relationship Management (CRM) software that is uniquely integrated directly into Microsoft Outlook and Microsoft Teams. It transforms your familiar Outlook environment into a centralized business hub, allowing you to manage contacts, track sales, run projects, and execute eWay CRM marketing campaigns without ever switching applications. It's the ideal solution for teams who live in their inbox but need a powerful, organized, and shared database.

Pricing of eWay-CRM

Free

USD 0.00

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 20.00

/User/Month

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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 27.00

/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 40.00

/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

Other Categories:	CRM Software Attendance Management Software Lead Management Software Operating System Software Marketing Automation Software After Sales Service Software Customer Experience Management Software Customer Success Software Financial CRM Software Law Practice Management Software Beat Planning Software
Deployment:	Cloud Hosted,Hybrid,On Premise
Customer Support:	Phone,Email,Live Chat,Online (Ticket),Business Hours
Customization:	Yes
Languages Support:	English

Who uses eWay-CRM

Personal

StartUps

SMEs

Agencies

Enterprises

Company Details

Company Name:	eWay System LLC
Headquarter:	St. Louis, Missouri United States
Social Media:	Facebook Twitter LinkedIn

eWay-CRM Description

Who Uses eWay-CRM?

eWay-CRM is designed for small to mid-sized businesses (SMBs), particularly those who rely heavily on the Microsoft 365 ecosystem.

Sales Teams: To manage leads, track opportunities through pipelines, and log every communication automatically.
Project Managers: To oversee project delivery, assign tasks, and keep all relevant emails and documents in one place.
Small Business Owners: Seeking an all-in-one solution that streamlines processes without a steep learning curve or high cost.
Teams using Outlook Daily: Any organization where email and calendar management is central to client communication benefits from the seamless Outlook integration.

Why Choose eWay-CRM?

The main reason to choose eWay-CRM is its deep integration with Outlook. You don't have to learn a new, separate platform—you simply leverage the environment you already use every day. This leads to faster user adoption and ensures that crucial client communications (emails, meetings) are automatically linked to the correct customer or deal, providing a complete, shared history. It offers the full power of a dedicated CRM without the hassle of context-switching, making it highly rated in eWay-CRM reviews.

What are the Benefits of eWay-CRM?

Experience the following key benefits with this integrated CRM solution:

Seamless Data Capture: Automatically tracks and links all emails, meetings, and tasks to the corresponding client, deal, or project directly within Outlook.
Enhanced Team Collaboration: Provides a shared database so everyone has a full, up-to-date view of customer interactions and project progress.
Streamlined Workflow: Allows users to easily convert an email into a new contact, a sales deal, or a project task with a single click ("Convert-to" feature).
Mobile Access: Access and update your CRM data, including contacts and deals, anytime, anywhere via the dedicated mobile app (for Premium users).
Cost-Effective Scalability: Offers flexible pricing plans, including a Free version for single users, allowing the CRM to grow alongside your business.

What are the Features of eWay-CRM?

eWay-CRM provides comprehensive features across sales, marketing, and project management:

Deep Microsoft Outlook & Teams Integration: The CRM lives as an add-in, providing a fully functional experience without leaving your inbox or Teams environment.
Sales Pipeline Management: Tools for managing leads and sales opportunities with customizable stages, automated workflows, and comprehensive deal tracking.
Project Management Module: Efficiently manage project lifecycles, track budgets, log timesheets, and associate all communications and documents with the project record.
eWay CRM Marketing Tools: Features for creating and sending bulk email campaigns with tracking capabilities right from within the CRM.
Customization: Ability to create custom fields, design unique forms, and tailor workflows to match your specific business processes.
Reporting & Power BI: Provides built-in reporting and integration with Power BI for advanced business intelligence and dashboards.

How to Use eWay-CRM?

Using eWay-CRM primarily involves leveraging the familiar Microsoft Outlook interface:

Download & Installation: Perform the eWay-CRM download and install the add-in for your Windows Outlook client or activate the online version for Outlook 365 (including Mac/Web).
eWay CRM Login: Log in using your credentials; your CRM tab will appear in the Outlook ribbon.
Daily Sales: When an email from a prospect arrives, click "Convert to Deal" directly in Outlook to instantly start tracking a new opportunity.
Project Tracking: Navigate to the Projects module within the eWay-CRM tab to monitor progress, assign tasks to team members, and review associated client communications.

How to Get Demo of eWay-CRM?

You can easily explore the power of this Outlook-integrated CRM:

Request a Personalized Demo: The best way to evaluate the software is to Get a Demo or Schedule a Demo via the official website. This allows the eWay-CRM support team to walk you through features tailored to your business needs.
Start with the Free Version: You can download the eWay-CRM Free version for a single user to start managing contacts and trying basic features immediately.
Free Trial: Trial options are available for the full paid modules (Sales, Projects, Marketing), giving you a risk-free test before committing to a plan.