eWay-CRM

The best CRM for Outlook

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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

Free

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

/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

/User/Month

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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

/User/Month

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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 Nonprofit Crm Software Law Practice Management 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
Website:	Visit Website
Social Media:	Facebook Twitter LinkedIn

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.