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eWay-CRM

Name: eWay-CRM
Rating: 4.5 (2 reviews)

By eWay System LLC

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Highlights : About eWay-CRM

Contact management

Data import

Drag-and-drop interface

Targeted marketing campaigns

Email tracking

Campaign analytics

Lead tracking

Automatic task generation

Quotation management

Sales analytics

Customer segmentation

Communication history

Custom fields

Automated reminders

Custom reporting

Project management

Customizable workflows

Document templates

Calendar sync

Automatic notifications

Deadline tracking

About eWay-CRM

eWay-CRM is a customer relationship management (CRM) plugin for Microsoft Outlook which combines tools for marketing, project management, sales, customer management, and more. The application is suitable for sales or project-oriented businesses of any size which use Microsoft Outlook. eWay-CRM allows users to import their existing data on customers and business opportunities using a built-in template which can be filled with data and uploaded by dragging-and-dropping. Details of all customers, partners, suppliers, and competitors are stored in a single database, and can be organized into custom categories, sorted and filtered based on importance, potential, relationship type, size, location, or any custom fields. Full communication histories are stored, including emails, phone calls, meetings, invoices, and documents, and are carried across when projects are created from leads. Automated reminders are synchronized with Outlook tasks, and generated for overdue payments; customer birthdays; if a customer stops ordering; and more. Through the marketing module in eWay-CRM, users can send out targeted email campaigns to potential customers, with email templates, wildcards for message personalization, and automatic feedback tracking. The deals module enables management of individual business cases using customizable workflows and automatic task generation. Deal sources can be tracked, and users can create quotes, plan meetings, and view a range of sales statistics. A variety of standard reports are built into eWay-CRM, and users can export reports as Microsoft Word, Excel, and PDF files.

Specifications

Business Size

Small

Deployments

Premise, Cloud

Language Support

English

Platforms

Product Details

Benefits

Marketing campaigns

Users can manage marketing campaigns, with tools for importing data, creating email campaigns, targeting recipients, and tracking the number of emails sent, delivered and opened, clicks and unsubscribes.

Deal converts into projects

Deals can be converted into projects, with full communication histories including emails, meetings, and phone calls copied into the project along with related documents.

Deals modules

The deals module enables users to manage opportunities, track communications, and plan follow-ups, with customizable workflows and automatic task generation.

Single database

Details of all customers, partners, suppliers, and competitors are stored in a single database, with full business communication histories, and can be sorted or filtered based on relationship type, potential, importance, size, geography, or user-defined custom fields.

Predefined reports

Predefined reports, including company sales statistics and employee time sheets, provide users with insights into various areas of their business, and can be exported as Microsoft Word, Excel, or PDF files.