Apply now to start earning commission by promoting eWay-CRM. The third option is to choose a project or a deal as a Superior Item. NET is a developer platform with tools and libraries for building any type of app, including web, mobile, desktop, gaming, IoT, cloud, and microservices. For more information about what Microsoft supports versions of Outlook, contact them directly. TO facilitate service delivery, the system offers native integration to Microsoft Outlook. Extends your eWay-CRM of a professional email marketing tool. eWay-CRM is an information system for Microsoft Outlook. Functional Setup & configuration of AX. To create a new journal, you can use the shortcut Win + Shift + J. Allows you to work with contacts, and companies, track communications and plan follow-ups. Our Subject Matter Experts (SMEs) are highly skilled at developing top-quality technical content. 3. Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories. Try eWay-CRM, the best Outlook CRM Software. Do you have your contacts in Microsoft Outlook and you want to import them to eWay-CRM? The Outlook integration allows them to link calendar events or tasks to specific contacts. You dont need Microsoft Outlook at all! If you can open eWay-CRM, create a new journal, choose the company or superior item and put all important information to its note. eWay-CRM Online. Premium lifetime: $369 per user + 15% annual support fee. It helps companies manage their customers, projects and business opportunities. What are their use cases? For a complete list of all features available in each plan/module, visit this full comparison table. Allows you to work with contacts, and companies, track communications and plan follow-ups. Deals with Installation & Configuration of AX instance and other infrastructure related issues. Microsoft for example gives such flexibility but in the end it costs much more. Windows 10 and Office have dozens of updates and changes. For these reasons, do not hurry and pay for well-publicized trendy systems. Sign up for eWay-CRM and get access to eWay-CRM Web for free. Here are the details per each package: Premium Monthly Subscription $28/user/month, Premium Lifetime License $399/user (+18% annual support fee). Each email you receive is automatically inserted in the contacts profile, from where you can access it both online and offline, and use it to plan your further communication. Deals and Projects are here to track business opportunities and projects (jobs). Don't worry of this transfer at all. What is eWay-CRM? eWay-CRM is a comprehensive, fully-featured CRM for Outlook users in the retail sector looking to improve traction with their customers, and turn basic data into operable intelligence. If there is no match, the email won't be saved to eWay-CRM. The eWay-CRM provides us with the key things we need to assist us with sales management. People often use different methods to achieve a deal and follow their own rules. The customer purchases a license for the selected module, plan, and number of users. Because businesses have their own business demands, it is logical that they avoid subscribing to an all-in-one, best software product. As expected, eWay meets traditional customer management needs, sales pipeline activities, and marketing arrangements (discussed in the benefits section below). If you do it this way, the company address will be automatically transferred to the contact. You know how to create awesome content and we have a product customers love. A customizable workflow feature encourages the employees to follow the best practices. They usually don't have a sales department so there is no need to track business deals. Join us on Social Media. You cant see the eWay-CRM ribbon in your Outlook. eWay-CRM is an information system for Microsoft Outlook. We realize that when you decide to get a CRM Software its important not only to see how professionals evaluate it in their reviews, but also to check whether the real people and businesses that purchased these solutions are indeed happy with the product. The easy-to-use text editor will help you prepare catchy marketing messages, where you can also use wildcards and personal attachments. eWay-CRM currently supports import of Companies, Contacts, Deals and Products and the steps are always same. Deals with Installation & Configuration of AX instance and other infrastructure related issues. eWay-CRM synchronizes data between the local database (running on your PC) and the server database running either on your own server or in our cloud. by the You have two main approaches on how to deal with this issue depending on whether you can or you cannot open your eWay-CRM. We don't accept personal emails like gmail, yahoo, etc. As the project manager and her/his team work on the job, all documents, notes, tasks and emails are saved to the card of the particular project. Yes, if you use eWay-CRM Professional, Enteprise, or Premium, you can keep your data on your servers that meet our minimum requirements. Great if you need to coordinate the delivery once you sign a contract. In fact, there are a variety of innovative features that make the app even more attractive, including contact synchronization and offline access. eWay-CRM is a CRM software embedded right into Microsoft Outlook. Here you can associate the email, calendar or task with a company, deal, marketing campaign or a project. The default setting of workflow and permissions. Click the button below and download eWay-CRM for free.You can also book our consultant. use all modules. Emails are automatically tracked, and users log their activities. In this case, please contact our support team at. eWay-CRM is an intuitive CRM solution that makes managing customer relationships easy. When you send an email, you will get a small dialog that allows you to choose a superior item. Click on any item to get an instant preview along with the complete communication history in the HUB. )", "Looking for a CRM as an Outlook integration? The following tutorial shows how to import companies but works same for all other modules too. is Core module everybody starts with. We though require that Microsoft supports your Windows. This way, you dont need to learn any new software. Do your groundwork, investigate each short-listed system in detail, read a few eWay-CRM CRM Software reviews, contact the seller for clarifications, and finally settle for the app that offers what you need. Comparison of Pricing and Features, YetiForce CRM Pricing & Software Features 2023, Kreato CRM Pricing & Software Features 2023, Market Maker Pricing & Software Features 2023, ContraxAware Pricing & Software Features 2023. You can also create new items here. The triangle in the eWay Agent icon changes its color based on the status of the eWay-CRM system: You will find eWay-CRM panels in different places too. Learn about the trends and the technological developments related to Business Intelligence. Customers | Projects | Sales | Marketing Start free Get a demo Start free, upgrade when you are ready. The actual developer of the program is eWay System LLC. Turn your Outlook into professional CRM software. Such detailed product investigation ensures you weed out ill-fitting applications and subscribe to the system that meets all the aspects your business requires. Learn more for free. With that information at your disposal you will be prepared to make an informed business decision that you wont regret. eWay offers a wide range of sales and marketing features to help companies make smarter business decisions and boost revenue. The features are comprehensive and provide users with tools to track customer data, manage contacts and activities, and create insightful reports. If you choose the Superior Item, eWay-CRM will automatically fill in the calendar Subject, Location and put important information into the note. It gives meaning to each customer story, and doesnt let relationships cool down. Reliability. Join us on Social Media. Login to eWay-CRM. The goal is to name the table headers exactly the same as in the eWay-CRM template file. Microsoft Business Contacts Manager was discontinued, and I would have changed because it was buggy and outdated. I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager. Cloud partner for Europe: AUTOCONT a.s., Czech Republic, European Union (www.autocont.com). It has a clean, user-friendly interface that is easy to learn and navigate. 2000-2023 The customer is entitled to the following services: License to the eWay-CRM for the selected module, plan, and number of users. They track the Companies and Contacts and put all communications there. In case you need help or have a question, a knowledgeable support team will be a phone call away from getting the job done. Plus, we were able to add workflows to save time. It has also advanced administration settings where you can make your own fields, customize user permissions or set up a workflow. Integrate Emails, Calendar, Tasks and Contacts. They are not provided anymore. is a standard desktop program and can be uninstalled from the Control Panel in Microsoft Windows. They work with Companies and Contacts and track individual cases in the Projects module. Great customer support. Premium monthly: $24 per user, per month. Backups are stored for 2 weeks before deleting. Mobile app (standalone app you get from AppStore or Google Play Store). It also has tools to have successful sales. eWay System LLC, One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105. Please notice the Superior Item in the bottom part of the calendar event. Our mobile and web apps allow you to stay on top even on the go. It also allows users to create discounts and manage their products. The size of the latest installation package available is 172.1 MB. CRM software helps manage contacts and build relationships that ultimately lead to sales. eWay System LLC, One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105. Copying data from one to another is overwhelming, unproductive and managers lack to see the big picture. Whatever you want to do, eWay-CRM has a way to do it. Find out all about it in our documentation. For paying customers, our chat, and phone support is available: Issues can be caused by multiple reasons including your Microsoft and Outlook settings. 1. The button allows you to create a new contact right from the Company window. Copyright document.write(new Date().getFullYear());
More than a streamlined communication platform, eWay is a smart system that directs customer behavior, gathers the necessary feedback, and helps you improve the quality of your decisions. Though these may be widely used, they may not be the perfect fit for your unique requirements. A secured and encrypted channel for all data communication. ", "The only complaint is that there is not an automated notice of new software updates. Sales organizations that sell products instead of services (office supplies, spare parts, etc.) An Online Training Platform you've been looking for, ideal for every team and company. You can start your sales process right away. The most frequent problems are as follows: If you have any other troubles you can try to find a solution here or contact our support team for help. Starting from Sep 1, 2022, they are included in new plans of eWay-CRM Free, Basic, Professional, and Enterprise. Companies often use different applications for CRM, resource planning, and project management. After that,you convert the business deal to a project. Turn your Outlook into a fully fledged CRM. Have a look at the most common questions related to eWay-CRM. They need to track contacts and companies and also business opportunities. . eWay-CRM has plenty of modules. The Project Management Module of this system is a rare catch in the CRM industry, and will certainly become your favorite thanks to features such as lead-to-project conversion. "The fact that the product is being continually improved upon shows that the vendors are focused, vested and attentive. usually don't work with Deals nor with Projects. It allows users to easily keep track of deals, projects, clients, partners, and other important data. I can use it the way I want to use it and I can customize everything, including the forms, the menus, the database, the flows, the views. If you open an email, a calendar event or a task, you will find a small toolbar in the bottom part called Superior Item. Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories. Not every company uses eWay-CRM in the same way. ", "Offline funcionality is not working. The deal is converted into a project automatically, right in the moment when you have the contract / order. Many CRM`s lets you use only one outgoing mailbox, that really limits usage. This is the stage where eWays influence becomes most visible this time, you wont only have information presented to you, but be able to maintain and track that information, understand what it is about, and put it into action. So far everything is nice, it has many more features than basic CRM that everyone is offering as well as the customer support is very nice! The service of the data import consists of, and may not be limited to, these steps: Verification of the data import by the client. Just roll up your sleeves and start doing your job! Position of eWay-CRM in our main categories: eWay-CRM is one of the top 100 CRM Software products. To find out more about companies and contacts please visit our documentation. eWay-CRM is a comprehensive, fully-featured CRM for Outlook users in the retail sector looking to improve traction with their customers, and turn basic data into operable intelligence. Microsoft Outlook is where most businesses kick and complete customer-management communication, so why not turn it into a centralized hub for all your customers, vendors, suppliers, and personal contacts? The implementation includes the following: Online introductory session with the customer to specify the information needed for the customization. Installation of client components is made by the customer. Customization of filled forms and ability to make form fields as needed. eWay-CRM will automatically create the journal item for every single meeting and transfer the data. is an add-in for Outlook 365 that allows you to save emails and convert them to tasks or deals. Export to Microsoft Excel, PDF or Microsoft Word. The sales department has five team members. You are also enabled to add leads manually, or import the ones from eWays special web forms embedded on your website. While there are a number of ways to report out information, I am always wanting the way that has not yet been added. Then, you should conduct your research to a full extent. Why eWay-CRM. No limitations on the number of contacts. Lets put it together! The thing was free and Microsoft did not care to update it and discontinued it. Because these days everybody synchronizes calendar with smart phone, you will take the information with you to the field. Expand your knowledge and distinguish yourself with classroom training program. Within every item, you will find complete history of communications with the subject along with all business opportunities, projects, documents and tasks. Just fill in the identification number (Czech company), respectively VAT number (EU company) and click theCheck Online button. You need to realize what type of information you have - company name, street, city, telephone number, or anything else? Do you get most of your business opportunities by email? Contact the vendor for technical details. Which technologies are relevant? How much does LeadSquared Sales + Mobile CRM cost? If you make a document in MS Word or MS Excel, please notice a new icon Save to eWay-CRM. Whether you are taking a taught course or studying for a research degree, you will have an academic supervisor who will provide guidance and advice throughout your course. Workflows for leads, projects, and documents. eWay-CRM can automate the process and make it more efficient. A web browser window appears once you click on any Outlook module. But, we also want to customize the program to our requirements not the other way around. CONS: I would like to see more reporting options. eWay System LLC, One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105 . The Contacts module contains people from within thecompanies. CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. Of course, email will be a part of the deal. I like eWay-CRM so that much that I cannot think on anything to change, except some very minor icon function changes I suggested in the online forum. We will make a demo just for you. eWay-CRM is a full-featured CRM solution for Outlook users in the retail industry who can effectively use it to boost customer relationships and convert basic data into actionable intelligence. The most user friendly is to drag-and-drop the document to the Documents tab in any eWay-CRM item window (project, deal, etc.). All reports are ready to print, and exportable as Word, Excel, and PDF files. ", "Also, the ability to attribute different parameters to companies and contacts is good and then grouping/filtering based on given criterias helps a lot. In order to make your service more professional, you can create personalized messages and attach wildcards and special offers to them. Contact Management TOP FEATURES Contact Database Email Management Contact Management OVERALL 4.6 (447) Ease of Use 4.5 Customer Service 4.7 This way, your data are automatically backed up on everybody's PC and available offline. If you need to work with eWay-CRM Desktop, you need Microsoft Windows. In that case email will be saved to the project or deal, too. Latest version caused conflict with one of my Outlook plug-ins which stopped working. We not only deliver the training, but we also offer instructor courses. My data is safe. We will send you your unique affiliate URL and a complete guide. More about deal and opportunity management can be found in our documentation. You can, of course, create new contact same way as you created company - e.g. eWay-CRM Desktop runs inside Outlook for Windows. These types of companies are companies who make to order such as construction companies, IT developers, provider of complex machineries or consultants. When a sales rep closes a deal, it can be converted to a project that contains all related data and materials. Microsoft SQL Server database with 10 GB data storage in case of eWay-CRM Basic and Premium, 25 GB in case of eWay-CRM Professional, and 50 GB in case of eWay-CRM Enterprise. Copyright since 2008. integration with online forms). Extends your eWay-CRM of a professional email marketing tool. All the important features are there too Workflows, Custom Fields, Custom Layouts, Permissions, and Filters. Whatever I want to do with customer relations and more, eWay-CRM has it. PROS: I needed something for my team that was embedded within Outlook. The Lead Module available in this system is devoted to managing individual business cases, and producing workflow diagrams that keep all sales reps on the same page. Feedback is tracked automatically, and in the form of concise charts and statistics that help understand whether your campaigns are financially rentable. Architectural construct of an information system which provides users with current and historical decision support information. Great if you need to coordinate the delivery once you sign a contract. There is plenty of ways you can use to create a new document in eWay-CRM. Complete CRM platform Contains all tools for your fast growth. They are also synchronized with Microsoft Outlook automatically, so you will see them in your phone or tablet. It is useless to try to find an ideal off-the-shelf software system that fulfills all your business wants. Step 1: Create Your LeadGen App Account Before creating your integration you need a LeadGen App account. After the installation of eWay-CRM and first run of Microsoft Outlook please notice the new buttons in Microsoft Outlook ribbon. Best part is, youll be informed of whether customers open your messages, and how they react to them. In the case of Lifetime Licenses, the System Support (which is an additional 15% annual fee, based on the number of licenses), also includes a discounted hourly rate of the professional services. You can always count on eWay-CRM to be there, stable, available 100% of the time. We present our findings in a report that summarizes strengths and gaps identified. Extends your eWay-CRM of a professional email marketing tool. Our specialized team of curriculum developers, instructors, and subject matter experts can create and deliver the training you or your organization needs. An intensive course aimed to get you ramped on technology faster than ever. Grow your IT-Networking skills. This review was submitted organically. As long as you install Outlook onto your computer, eWay-CRM will run perfectly. These buttons let you access the most important eWay-CRM modules. You should also have in mind that the system is fully-mobile optimized, and offers a native Android app that reveals no difference to the traditional desktop version of this system. We have own add-ins in Microsoft Word and Microsoft Excel too. Promote eWay-CRM in your content and earn 100% commission from our first month's revenue. Admin
and friends. Our team of senior trainers and national speakers consistently delivers high-quality and engaging IT training. eWay System LLC, One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105. Just send us an email and we are happy to get back to you.You can also book our consultant. How the program works Everybody does the same task differently. We will make a demo just for you. Very easy to set up and to customize. To compare eWay-CRM and Business Contact Manager, check out this article. They are automatically synchronized to all devices with eWay-CRM Desktop or Mobile apps. The system automatically sends reminders and notifications and ensures that all important data is archived. Once your marketing campaigns are active and fully arranged, the system converts incoming emails into leads that are later evaluated and classified according to your needs. Both software tools are designed to help companies manage customers, sales, and projects. You can still post your review anonymously. I picked eWay-CRM and I picked right. All communication history with an important client is automatically imported in your projects/tasks, so that agents wont miss any important detail preparing your delivery. If you click just OK, the message will be saved and associated with an item found automatically (contact or company). Yes, you can install eWay-CRM Free on multiple devices for one user. The company did a good job producing a universal CRM, which is why eWay is now available in a variety of languages, and operable across all geographies. Targeting is not only limited to Geos but also can be expanded to the device level, carrier, and deliver. With the enormous growth of Big Data, especially from Internet of Things (IoT) devices, now is the time to start planning for and building skills and infrastructure in Artificial Intelligence (AI) to transform BI and analytics in support of Decision Making in your business. Before Sep 1, 2022, we only had two plans - Free and Premium. Thank you for the time you take to leave a quick review of this software.