eWay-CRM Collaboration

The Outlook integrated CRM now available in Microsoft Teams

eWay-CRM is a CRM tool that sits right inside Microsoft Outlook 365. It turns Outlook into a fully-fledged CRM that helps companies and individuals manage contacts, companies, sales, marketing, and projects.

Integration with Teams makes collaboration seamless

• Need to talk to your colleague about a customer, deal, or task? Click Chat in Teams in eWay-CRM and send a direct link to open the item.

• Get familiar with the subject of your talks right in the chat panel. eWay-CRM adds a handy card that summarizes the most important info. If you need more, click Open to get full details.

• Do you need to follow up on the conversation? Click Convert to Task and create a task in eWay-CRM. Just two-clicks. No more.

• Have you learned some important info? Convert the conversation into a journal in eWay-CRM and save it by a customer. So simple.

• Do you want to open eWay-CRM? It’s right in the Teams left panel. Check it out!

To begin, please go to signup and create an account. You can choose between eWay-CRM Free or eWay-CRM 14-day Trial (paid account).

Why is eWay-CRM embedded into Outlook?

• One software for everything. Outlook helps you manage your e-mails, calendar, contacts, and tasks. With eWay-CRM, you will extend its functionality to a fully-fledged CRM without switching between different apps.

• Well-known environment. You already know Outlook and eWay-CRM looks the same. There is no need to learn any new piece of software. Just sign up and start working.

• Shared database. Outlook is a great single-user app. eWay-CRM allows you to share e-mails, contacts, or calendars with your team. Besides, everything will be well organized by customers, deals, or projects. It's like Outlook for teams!

What are the main features of eWay-CRM?

Contacts & Companies

• Contacts and companies shared within your team.

• Synchronized with your smartphone.

• Organized by categories and custom fields.

• Automatic email tracking.

• Notes and follow-ups.

• Advanced user rights.

Sales

• All deals and leads in one place.

• Integration with web forms and lead-generating tools.

• Emails, notes, and documents.

• Reminders.

• Automated workflows.

• Power BI dashboards.

Marketing

• Marketing emails right inside your CRM.

• Beautiful templates.

• Detailed stats of user behavior.

• Heatmaps.

• Easy to turn a lead into a deal.

Projects

• Keep an eye on your deliveries.

• Tasks and subtasks.

• All communications in one place.

• Billing, costs, and profit.

• Timesheets.

Advanced customizations & integrations

• Custom fields.

• Workflows.

• Module permissions.

• Field permissions.

Find out how eWay-CRM can help you and your team, and try eWay-CRM today.

If you have any questions, feel free to contact us using our contact form.