Thanks to the integration of Outlook with CRM, you can access emails, meetings, contacts, sales, marketing, projects, and more in a single workspace. This means you don't have to keep switching between multiple windows or constantly rewriting and copying data.
Well-known user interface
You can ease your team's learning curve when you embed your new CRM right into Outlook. They won't need to learn anything new, because everything they already know will work there as well.
Synchronizing calendars
Synchronizing your Outlook calendar with a CRM system helps you keep everyone up to date. You can create a meeting record or timesheet directly from a calendar event and have it automatically appear in the budget of the entire project in the CRM. There are many ways to automate routine tasks using CRM.
Create deals or projects from emails
When you convert your emails into deals or projects in CRM, you automatically consolidate your communications history. What's more, it only takes two clicks. And with the automatic saving of outgoing emails, users can even set the preference of emails to be added to the CRM.
Offline mode
All data from your CRM can be saved locally and will be accessible while you are offline. Once you are online again, any changes you have made will be synchronized.
Integrated CRM and Outlook can help you streamline various processes that are custom-made to your organizational goals. If you want to store information about leads and your customers, maintain a history of conversations, and much more, eWay-CRM can help you accomplish all of this.
