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eWay-CRM: Outlook Integrated CRM Software

eWay-CRM helps businesses using Outlook manage customer relationships within their email environment. It is designed for teams that need a shared communication history for deals and projects.

At a glance

Best for
Small businesses, Mid-market companies, Enterprise companies, Microsoft Outlook users
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
Key use cases
Managing Sales Pipelines, Coordinating Project Communications, Prioritizing Emails, Internal Team Alignment
Integrations
Microsoft Teams, Power BI, SharePoint, Power Automate, QuickBooks
Visit eway crmeway crm software interface screenshot

eWay-CRM is a customer relationship management tool designed to work inside Microsoft Outlook. It allows users to convert emails into deals, contacts, or projects and provides a view of communication history for the team.

The software is intended for small, mid-market, and enterprise companies that rely on the Microsoft ecosystem. It includes modules for sales management, project management, and email marketing.

Buyers can organize meetings and emails by company or deal, while AI features are designed to identify urgent messages and suggest next tasks. It also supports team collaboration through Microsoft Teams integration.

Before choosing this tool, buyers should confirm that their team primarily uses Outlook, as the core functionality is based on this integration.

Key Features

  • Outlook Integration

    Integrates with the Outlook environment to manage contacts and communications.

  • Communication History

    Displays history of communications and upcoming steps organized by contacts, companies, deals, or projects.

  • AI Email Analysis

    Analyzes email tone to highlight messages requiring attention and generates summaries.

  • Task Suggestions

    Uses AI to suggest next tasks based on email interactions.

  • Team Collaboration

    Allows teams to share emails and chat in real time using Microsoft Teams.

  • Email Marketing

    Includes a module for managing email marketing campaigns.

Use Cases

  • Managing Sales Pipelines

    Converting emails into deals to track sales progress within Outlook.

  • Coordinating Project Communications

    Organizing project-related emails and meetings for team visibility.

  • Prioritizing Emails

    Using AI tone analysis to identify high-priority customer messages.

  • Internal Team Alignment

    Sharing customer emails with colleagues to help prevent duplicate outreach.

Best For

  • Small businesses
  • Mid-market companies
  • Enterprise companies
  • Microsoft Outlook users

Integrations

  • Microsoft Teams
  • Power BI
  • SharePoint
  • Power Automate
  • QuickBooks
  • WordPress
  • Zapier
  • 3CX
  • Adobe Sign

Pricing

Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.

FAQ

What does eWay-CRM do?

It integrates with Microsoft Outlook to organize your email environment as a CRM, allowing you to track communication history, deals, and projects.

Does eWay-CRM have AI features?

Yes, it includes AI that can analyze email tone, highlight urgent messages, create summaries, and suggest next tasks.

Who is eWay-CRM designed for?

It is designed for small businesses, mid-market companies, and enterprise organizations that primarily use Outlook for business communications.

Is there a free trial for eWay-CRM?

Yes, the evidence indicates that a free trial is available.

Source category: Sales

Source subcategory: CRM

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How AI is used

eWay-CRM is an Outlook-integrated CRM for small to enterprise businesses. It supports sales and project workflows by organizing email history and using AI to summarize messages and suggest tasks. Buyers should ensure their team uses Outlook to utilize the tool's primary features.

Pros & Cons

Pros

  • Integration with the Outlook workflow
  • AI capabilities for email summarization and tone detection
  • Centralized communication history for teams
  • Supports various Microsoft ecosystem integrations

Cons

  • Primary value is tied to Outlook, which may not suit teams using other email clients
  • Pricing details were not clearly available from the provided evidence