eWay-CRM
eWay-CRM: The CRM Integrated with Microsoft 365 Manage your clients, sales, projects, and email marketing seamlessly within Outlook or Teams. eWay-CRM serves as...
eWay-CRM: The CRM Integrated with Microsoft 365 Manage your clients, sales, projects, and email marketing seamlessly within Outlook or Teams. eWay-CRM serves as...
Product Overview
eWay-CRM: The CRM Integrated with Microsoft 365
Manage your clients, sales, projects, and email marketing seamlessly within Outlook or Teams. eWay-CRM serves as your all-in-one business center, fully integrated into Microsoft 365.
Outlook: Streamline and share your emails, contacts, and meetings, all connected to your customers and sales opportunities.
Teams: Discuss client matters, exchange insights, convert conversations into actionable tasks, and maintain team alignment.
SharePoint: Organize and manage documents in structured folders associated with projects or deals.
Power BI: Generate valuable reports using CRM data and display them within eWay-CRM.
There’s no need to switch between different platforms—enhance your Microsoft 365 experience with eWay-CRM.
Product Snapshot
Product Details
What is eWay-CRM?
eWay-CRM serves as a customer relationship management tool that operates seamlessly within Microsoft 365. Designed as an Outlook add-in and integrated with Teams, SharePoint, and Power BI, it converts your existing tools into a comprehensive business hub.
This powerful solution allows you to handle client management, oversee sales processes, execute projects, and conduct email marketing—all without leaving the familiar environments of Microsoft Outlook or Teams.
Targeted at small to medium-sized enterprises, eWay-CRM is easy to adopt due to its user-friendly interface. By consolidating data, streamlining workflows, and promoting interdepartmental collaboration, it aids teams in staying organized, enhancing productivity, and making informed decisions—all within the Microsoft 365 ecosystem.
Modules
Companies & Contacts
Store all customer and company details in one centralized location. Connect emails, documents, and meetings to the appropriate contact or organization for a comprehensive 360° perspective of each relationship.
Sales
Monitor leads, deals, and opportunities directly from Outlook. Automate your workflows, track pipelines, and make sure every sales opportunity is captured.
Projects
Easily plan and manage client projects. Assign tasks, establish deadlines, share documents, and track progress—ensuring your team and clients stay aligned throughout every phase.
Marketing
Create professional email marketing campaigns without leaving Outlook. Segment your audience, customize messages, and analyze results to enhance engagement and uncover new opportunities.
Pricing
eWay-CRM provides flexible pricing options tailored to your business requirements. The Companies & Contacts module is foundational and must be included as it drives the entire CRM experience. Additional modules—Sales, Projects, and Marketing—can be added for enhanced functionality. Each module features a free tier and a trial version for you to explore before making a commitment.
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
If you're interested in finding the ideal plan for your business needs, feel free to request a personalized quote.
Please note that pricing is subject to change.
Integrations
eWay-CRM integrates flawlessly with the Microsoft ecosystem and other platforms, crafting a cohesive workspace for your team. Here are some of the integrations available:
Outlook: eWay-CRM is embedded directly within Microsoft Outlook, transforming your inbox into a robust CRM center. Emails, contacts, meetings, and tasks are automatically associated with customers and deals so you have complete context right where you work—no need to switch applications.
Teams: With eWay-CRM in Microsoft Teams, collaboration becomes effortless. Discuss clients, share insights, and convert conversations into tasks while maintaining access to your CRM data. Keep everyone coordinated regardless of their location.
SharePoint: Organize documents in structured folders linked to clients or projects. The SharePoint integration ensures every document is stored correctly and accessible to relevant team members.
Power BI: Transform CRM data into actionable insights by creating dashboards and reports in Power BI that can be pinned directly within eWay-CRM for easy access.
WordPress: Capture leads directly from your website into eWay-CRM so that no opportunity goes unnoticed.
Zapier: Connect eWay-CRM with thousands of other applications to automate workflows and enhance functionality.
Adobe Sign: Send contracts for signing digitally from within eWay-CRM.
QuickBooks: Sync customer information and invoices between your CRM and accounting software for streamlined financial processes.
If you'd like a closer look at its features, consider booking a free demo of eWay-CRM.
Target Customer
The versatility of eWay-CRM makes it suitable for various industries such as:
Insurance
Manufacturing
Mergers & acquisitions
Consultancy
Accountancy
This solution is ideal for any organization operating on Microsoft 365 that seeks to consolidate sales processes, project management, and customer relations.
Is eWay-CRM Right For You?
If your business heavily utilizes Microsoft Outlook and Teams, eWay-CRM is an excellent option. Its integration simplifies CRM operations by consolidating sales processes, project management, and communications within an easily navigable interface.
This solution empowers teams to enhance productivity while efficiently managing organized customer data—a compelling choice for anyone in search of an integrated CRM system.
Acknowledged for its compliance with ISO 27001 standards, it was also honored as a Category Leader by GetApp in 2023 and recognized among the Most Popular Software in Q2 2025 by SaaSworthy.
If you are still unsure whether eWay-CRM is the perfect match for your needs, reach out to our customer support team at info@softwareseekers.com for further assistance.
CRM Software Features
Pros
- ✔ Easy to use
- ✔ Robust automation workflows
- ✔ Helps prioritize key tasks
Cons
- ✘ Some features lag on mobile during peak hours
- ✘ Email sequencing can be unclear at times
Price
Professional
Custom
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