About
eWay-CRM software is a platform that allows you to keep track of and exchange information about all of your customers and clients. The software includes features for keeping track of sales through emails, notes, and documents. With eWay-CRM, you may cooperate with your team to automate your sales pipeline for business workflows by collaborating on follow-up tasks. Your team has access to all of your contacts and businesses. It contains categories and custom fields, and it syncs with your smartphone. It has a built-in email tracking system. You get all deals and leads in one spot for your sales-related support. It works with Power BI, QuickBooks, and other programmes. It is compatible with Android and iOS mobile devices. It also provides you with reminders and automated workflows. You can keep track of your delivery and manage your tasks. A summary view of projects displays individual management goals, project profitability, invoicing and human resource planning, as well as financial
Key Features
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
Pricing
Free
USD0
- 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
USD20/User/Month
- 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
- Helpdesk
- 10 GB for your documents and emails
- Includes features of Free plan
- plus
- Caller identification (iOS
- Andr
Professional
USD27/User/Month
- 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
USD40/User/Month
- 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
User Reviews
+ Write a Review
No reviews yet. Be the first to review!
Frequently Asked Questions
How much does eWay-CRM cost?
▼
eWay-CRM offers 4 pricing plan(s):
- Free — USD0.00
- Basic — USD20.00 /User/Month
- Professional — USD27.00 /User/Month
- Enterprise — USD40.00 /User/Month
What is eWay-CRM used for?
▼
eWay-CRM is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Does eWay-CRM offer a free trial?
▼
Yes, eWay-CRM offers a 0-day free trial.
What support does eWay-CRM provide?
▼
eWay-CRM provides Phone,Email,Online (Ticket),Business Hours support.
Is eWay-CRM cloud-based or on-premise?
▼
eWay-CRM is Cloud Hosted software.
What training resources does eWay-CRM offer?
▼
eWay-CRM provides Help Guides,Video Guides,Blogs for training.
