ewaycrm 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 ewaycrm 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
ewaycrm includes a report module along with predefined reports, such as: customer turnover and profitability. sales manager efficiency. project summaries. work reports of all staff, etc.
amazing integration with microsoft outlook
ewaycrm 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 emails, 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 ewaycrm.
