eWay-CRM 7.4.0

ACCESS TO CONTACTS AND COMPANIES AT YOUR FINGERTIPS

• Easily add new contacts and company information directly from your mobile device.
• Efficiently search through your customer and vendor lists using various criteria to access comprehensive data.
• Utilize predefined filters to streamline your search process.
• Quickly retrieve all related information and communication history with just a few clicks.

ACCESS DEALS AND PROJECTS

• Maintain awareness of all potential business opportunities and ongoing projects.
• Stay connected with your team members while on the move, ensuring seamless collaboration.

TASK MANAGEMENT

• View and address your tasks conveniently on your mobile device.
• Add new tasks and delegate responsibilities to colleagues effortlessly.

FULL USER EXPERIENCE OF THE HUB

• Access complete communication histories, including meetings, phone calls, and emails.
• Open relevant documents directly within the platform.
• Access your emails without needing Outlook, enhancing flexibility.
• Review follow-up tasks and stay informed of upcoming calendar events.

CREATE JOURNALS, CAPTURE PHOTOS, AND MANAGE DOCUMENTS IN JUST TWO CLICKS

• Create detailed journals documenting customer interactions for future reference.
• Capture photographs and upload them to eWay-CRM with minimal effort—simply two clicks.
• Draw or note ideas during client meetings and set reminders to revisit these notes later.

WORK OFFLINE WITH ease

• Operate effectively on planes, trains, or subways, even with limited or unstable internet connections.
• eWay-CRM automatically synchronizes data when reconnected to the internet, ensuring seamless continuity.