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eWay-CRM

Outlook CRM

Customer Management | CRM Software

Product Overview

  • Outlook CRM
  • Turn Microsoft Outlook into a great CRM tool using eWay-CRM.

  • UNCOVER THE FULL POTENTIAL OF OUTLOOK
  • Uncover the full potential of Microsoft Outlook. Manage customer relationships. Track projects and tasks. Work as a team.
  • Access clients, projects, business opportunities and customer communications right from our CRM for Outlook.
  • Single workspace. Collect, organize and share all of the information important to your business with software you already use.
  • Microsoft Outlook for Teams. Make e-mails, calendar events, notes and documents immediately available to your team.

Specifications

Set auto-reminders to make sure your company stays in contact with customers.

Workflow feature to track company processes. You want your team members to use the best practices that you create. Workflows can automatically generate tasks or check for mandatory fields and documents to keep customers happy and to avoid costly errors.

Advanced administration settings to adjust the software to your specific needs. Create custom fields, change permission policies, add drop-down menus

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