eWay-CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What is eWay-CRM?
eWay-CRM is a customer relationship management solution that lives right inside Microsoft 365. Built as an Outlook add-in and integrated with Teams, SharePoint, and Power BI, it transforms tools you already use into a complete business hub.
With eWay-CRM, you can manage clients, track sales, run projects, and send email campaigns—without ever leaving Microsoft Outlook or Teams.
Designed for small to mid-sized businesses, eWay-CRM makes adoption effortless thanks to its familiar interface. By centralizing data, automating workflows, and enabling collaboration across departments, it helps teams stay organized, boost productivity, and make smarter, data-driven decisions—all within Microsoft 365.
Modules
Companies & Contacts
Keep all customer and company information in one place. Link emails, documents, and meetings to the right contact or organization for a complete 360° view of every relationship.
Sales
Track leads, deals, and opportunities directly in Outlook. Automate workflows, monitor pipelines, and ensure no sales opportunity slips through the cracks.
Projects
Plan and deliver client projects with ease. Assign tasks, set deadlines, share documents, and monitor progress—keeping your team and clients aligned at every stage.
Marketing
Run professional email campaigns without leaving Outlook. Segment your audience, personalize messages, and track results to strengthen engagement and generate new opportunities.
Pricing
eWay-CRM offers flexible pricing plans designed to match your business needs. The Companies & Contacts module is the foundation and must always be included, as it powers the entire CRM. Additional modules—Sales, Projects, and Marketing—can be added on top to expand functionality.
Each module includes a free tier and a trial option, so you can test the features before upgrading.
Companies & Contacts (required)
Lite: $20/user/month
Standard: $27/user/month
Plus: $40/user/month
Sales
Lite: $10/user/month
Standard: $13/user/month
Plus: $20/user/month
Projects
Lite: $10/user/month
Standard: $13/user/month
Plus: $20/user/month
Marketing
Lite: $25/user/month
Standard: $72/user/month
Plus: $288/user/month
Disclaimer: Pricing is subject to change. Request a personalized quote to find the best plan for your business.
Integrations
eWay-CRM seamlessly connects with the Microsoft ecosystem and beyond, creating a unified workspace for your team. Supported integrations include:
Outlook
eWay-CRM is built directly into Microsoft Outlook, turning your inbox into a powerful CRM hub. Emails, contacts, meetings, and tasks are automatically linked to customers and deals, so you always have the full context right where you work. No switching apps—just everything in one familiar place.
Teams
With eWay-CRM in Microsoft Teams, collaboration is effortless. Discuss clients, share insights, and turn conversations into tasks without losing the connection to your CRM data. Keep everyone aligned, no matter where they work, and make Teams the central place for customer-focused teamwork.
SharePoint
Organize and store documents in structured folders tied to clients, projects, or deals. With SharePoint integration, every document is in the right place and accessible to the right people.
Power BI
Turn CRM data into clear, actionable insights. Build dashboards and reports in Power BI and pin them directly to eWay-CRM, ensuring data-driven decision-making is always at your fingertips.
WordPress
Capture leads straight from your website into eWay-CRM, ensuring no opportunity is missed.
Zapier
Connect eWay-CRM with thousands of other apps to automate workflows and expand functionality.
Adobe Sign
Send, sign, and track contracts digitally, right from eWay-CRM.
QuickBooks
Synchronize customer data and invoices between your CRM and accounting, streamlining financial processes.
Target Customer
eWay-CRM is trusted across a wide range of industries, including:
Insurance
Manufacturing
Mergers & acquisitions
Consultancy
Accountancy
Its flexibility makes it an ideal solution for any organization that runs on Microsoft 365 and wants to unify sales, projects, and customer management.
Is eWay-CRM Right For You?
If a business is heavily reliant on Microsoft Outlook and Teams, eWay-CRM stands out as a handy choice. Its integration simplifies CRM tasks, centralizing sales, projects, and communications within a familiar interface.
This solution empowers teams to boost productivity and maintain organized customer data efficiently, making it a strong contender for those seeking a deeply integrated CRM solution.
Compliant with ISO 27001, it was also recognized as a Category Leader by GetApp in 2023 and named among the Most Popular Software in Q2 2025 by SaaSworthy.
Still doubtful if eWay-CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
eWay-CRM Features
One of the notable eWay-CRM features, the software deeply embeds Microsoft Outlook and Teams, allowing users to manage customer relationships, sales, and projects without leaving their familiar email environment. This integration automatically tracks emails and syncs calendars, ensuring all communication and activities are centralized for enhanced team collaboration and efficiency.
See How It WorksLeveraging artificial intelligence, eWay-CRM offers features like AI-powered sender signature recognition and AI task suggestions. These intelligent tools automate data entry and assist in crafting professional communications. This significantly reduces manual effort, improves data accuracy, and boosts overall productivity for sales and marketing teams.
See How It WorkseWay-CRM provides powerful tools to manage sales pipelines and project lifecycles from initiation to completion. Users can convert emails into deals or tasks, monitor goods and inventories, and automatically calculate estimated revenue from quotes. This streamlines workflows, improves accountability, and helps teams achieve their sales and project goals effectively.
See How It WorksThis feature centralizes all customer and company information, creating a unified database for easy access and organization. Users can efficiently store contacts, track interactions, and manage communication history. This ensures a complete overview of every client, empowering businesses to build stronger relationships and deliver personalized service.
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