eWay CRM
Information system for Microsoft Outlook
eWay-CRM information system integrated with Microsoft Outlook mail client is intended for small- and mid-sized companies. The overall concept is designed to support efficient business process management, specifically in the sales and project management areas. eWay-CRM extends its capabilities by ensuring ease of use and extended functionality, thus reaching out to many industries and deployed in live conditions helps to generate new values.
Customer-centric
Sales activities under control
- Immediate insight into running business cases and their actual status
- Appointment planning and task scheduling directly from Microsoft Outlook
- Holistic view of communication track records (phone calls, minutes of meetings, e-mails)
- Easily navigable storage of related documents (quotations, orders, contracts)
Better project management transparency
- Continuously updated work-in-process and project status information
- Work schedules for team members and monitoring of assigned tasks in process
- Project daily log – history of work discharged for the project, relevant communication and documentation
- Enterprise-wide financial management Automated budget tracking for running projects within a smoothly integrated environment in your accounting system
Reporting – your feedback
- Customer turnover rates and profitability
- Performance levels of individual sales people or your sales team
- Summaries of work completed on the project
- Profitability of discharged contracts measured by period
- Employee work reports, etc.
Familiar Microsoft Outlook environment
- eWay-CRM is an add-in module designed for Microsoft Outlook.
- Collaborative environment linking e-mails, calendars, contacts or tasks.
- Users work in a familiar interface – they adopt the new application more easily and learn faster how to use it.
- Users need not switch between different systems – everything they need is accessible through their Outlook interface.
- Offline mode – you can work with data without being necessarily logged to the server all the time, eWay-CRM lets you work in peace in offline mode per your wish.
