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Description language 1Description language 2Description language 3Description language 4
PlatformLicenseASP member
ClassSpecificCategory
NamePublisher/developer
KeywordsDescription
      
eWay-CRM 7.0.0.606
Company: eWay System LLC
Country: United States of America, MO, Kansas City
ASP member: No
Company Web site: https://www.eway-crm.com
Site of program: http://www.eway-crm.com
Application info: https://www.eway-crm.com
Video: https://www.youtube.com/watch?v=9afwTU0424U

Author: Jan Lalinsky

Sales email: ewaycrm.pad@submitpad.org
Support email: ewaycrm.pad@submitpad.org

License type: Shareware
Class: Business::Office Suites & Tools
Specific:
Categories: CRM, Customer Relationship Management, Business, Project, Bulk Emails, Marketing, Management, Business & Finance :: Office Tools, Business & Finance :: Project Management, Business & Finance :: Database Managers, Business & Finance :: Utilities, Business & Finance :: Misc. Business
Platform: Windows
OS: Win2000, WinXP, Win7 x32, Win7 x64, Windows 8, Windows 10, WinServer, WinOther, WinVista, WinVista x64
System requirements: Microsoft Windows, Microsoft Outlook 2003 - 2021, Microsoft Outlook 365
Language: English, Czech
Limitations: After the installation, you will choose between free single user version and 30 day premium trial.

        
Keywords: crm, crm software, project management software, free crm, crm system, best crm, crm tool, best crm software, crm for outlook, crm applications, outlook crm, top crm, top crm software, crm solution, outlook project management, crm outlook

The best CRM for Outlook, available now on iOS / Android and as an online app. It helps manage Customers, Deals, Projects and Mail Merges.

AMAZING INTEGRATION WITH OUTLOOK
Turn your Outlook into professional CRM software. Work with the well-known environment, stay in one application and don't switch between. Integrate Emails, Calendar, Tasks and Contacts.
Get your staff familiar with CRM, looks exactly like Microsoft Outlook. Give users a tool they already know and decrease your training costs.

iOS / ANDROID APPS PROVIDE DATA ON THE GO
Install the iOS / Android app on your smartphone and access data on the fly. Search your database, make notes, attach photos and set up reminders.

ALSO WORKS ONLINE
If you like Mac, use eWay-CRM Web. It's an online app that allows you to use any device that's by hand.

COMPANY AGENDA IN ONE PLACE
Contacts, Sales, Projects and Marketing Mail Merges available from your Outlook. Get the full communication history, attach documents, plan follow-ups, send bulk emails. Manage your pipeline, monitor life projects and let eWay-CRM send you reminders when needed.

DATA SHARING
Share your Outlook with other team members. Emails, Calendar, Contacts or Tasks. All saved data is instantly available for everyone's access. Our CRM software also has an auto-tracking feature. When enabled, all your incoming and outgoing emails are automatically saved to eWay-CRM and organized by contacts / projects.

FULLY CUSTOMIZABLE
Customize eWay-CRM to your needs. Create grid reports, utilize advanced filter editor, save user views for later use.
Design your own forms, make as many custom fields as needed, customize workflows, set up user permissions. eWay-CRM has a built-in administration app that helps you tailor the software to your specific needs to ensure your team members will follow best practices.
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 0   
307.93 MB

~24.00$
~22.70€
DateVersionStatusRelease history
07 Jan 20227.0.0.606Major UpdateBrand new look.
All modules now contain preview images.
Completely redesigned grids also contain preview images.
Each module has been assigned its own color.
New keyboard shortcuts.
eWay-CRM for Outlook 365.
Workflows are available in every single module.
Faster synchronization and more!
18 Nov 20217.0.0.597Major UpdateA revised and improved version of the CRM system for more efficient work.
09 Sep 20216.1.1.244Major UpdateA revised and improved version of the CRM system for more efficient work.
18 Jun 20216.1.1.232Major UpdateMicrosoft Word Templates: Brand New Look
Professional Emails: Advanced stats on a right click
Press Ctrl+Shift+C to get a record link
QuickBooks Connector: Notification bar displays sync issues
Bookkeeping Records: Refresh now updates more fields
eWay-CRM Web: What's New screen
And more
12 Apr 20216.1.1.209Major UpdatePowerBI connector
Password reset feature
OAuth 2.0 authentication
Improved import from Excel
Updated wizard in Professional Emails
Added support for Grouping and Summaries in eWay-CRM Web
Brand new Administration Center
Extended API of Goals
Quickly add/edit a contact
New shortcuts and more
04 Jan 20216.1.1.185Major UpdateBrand new wizard in Professional Emails
Completely redesigned Import from Excel
Brand new Welcome Page in eWay-CRM Web
Integration with PowerBI
eWay-CRM Web supports Grouping and Summaries
OAuth2 support
Add New / Link to Existing from the Pop-up Menu
Quickly enter or change a Contact Name
04 Sep 20206.0.1.124Major UpdateAbility to open lists in a new window
Relation fields in grids now work as hyperlinks
Categorize button in items' ribbons or context menus to quickly create and assign a missing tag
Delete button to remove a drop-down menu item
Improved filters
Ability to export to Excel in the Outlook ribbon
24 Jun 20206.0.1.97Major UpdateBrand New Administration Portal
Brand New Notifications
eWay-CRM Web
Dark Mode
Format Your Notes
Send a Document as PDF
Advanced Professional Email Stats
Better Categories
Drag-and-Drop of Documents / Emails
Redesigned Import from Excel
New Office 365 Look
Change Username
Delegate Work
06 Apr 20206.0.1.74Major UpdateeWay-CRM Web
Brand New Administration Portal
Format Your Notes
Send a Document as PDF
Advanced Professional Email Stats
Better Categories
Drag-and-Drop of Documents / Emails
Redesigned Import from Excel
New Office 365 Look
Dark Mode
Change Username
Delegate Work
Brand New Notifications
20 Sep 20195.4.0.157Major UpdateLaunch of US eWay-Cloud.
Customized form for every item type.
Easier ribbons and Office 2019 look.
Copying items between documents.
Opening a document without the need to install eWay-CRM.
Professional emails: Downloading chosen reactions only.
Distribution permissions: eWay-CRM Free can be freely distributed over the internet in an unchanged form.

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