eWay-CRM provides comprehensive customer relationship management capabilities seamlessly integrated within Microsoft Outlook and Teams, empowering businesses to manage sales, projects, and email campaigns directly from their inbox. While customization can be improved, its extensive features and intuitive interface make it a compelling choice for streamlined business operations and enhanced productivity.
eWay-CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is eWay-CRM?
eWay-CRM is a customer relationship management (CRM) software designed as an Outlook add-in, centralizing customer contact information, company data, and communication. It helps businesses streamline sales processes by tracking deals and opportunities, enhancing marketing efforts through robust email campaign management. This solution is particularly beneficial for small to medium-sized businesses aiming to improve business productivity and organization by leveraging their existing Microsoft environment. The design as an Outlook add-in inherently offers ease of adoption and a reduced learning curve for users already familiar with Microsoft products.
eWay-CRM Pricing
The software offers multiple pricing tiers designed to meet a variety of business needs and preferences. Each module is available as a separate plan, and all modules include a free tier and a trial option.
Companies and Contacts:
- 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: The pricing is subject to change.
eWay-CRM Integrations
The platform supports integrations with multiple systems and platforms for a connected work ecosystem, such as:
- Microsoft Office
- Teams
- WordPress
- Zapier Software
- Adobe Sign
- QuickBooks
- Power BI
Who Is eWay-CRM For?
eWay-CRM software is ideal for businesses within a wide range of industries and sectors, including:
- Insurance
- Manufacturing
- Mergers and acquisitions
- Consultancy
- Accountancy
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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