Step Into 2025 with eWay-CRM Online 9.1 and Enjoy Smarter Contact Management and Multitasking Tools
Welcome the new year 2025 with a brand new eWay-CRM Online 9.1. This release introduces improved Contact Suggestions, automatic phone number formatting, and a completely new Bookkeeping module.
But that’s not all. Let’s look.
Invoices, Orders, and Proposals in the Bookkeeping Module
Are you about to meet a customer and want to quickly check their payment history?
How about finding out if all invoices are paid, what products and services they ordered last time, or if there are any pending proposals?
Connect your eWay-CRM with QuickBooks (or any other ERP) to have all important bookkeeping records available at the Company / Project / Deal level.
Contacts Suggestions
Have you ever emailed a customer without adding them to Contacts in eWay-CRM?
That’s unfortunate. Your emails remain only in your mailbox, and if you are unavailable, your colleagues can’t assist.
Open the homepage or check the preview panel in the Contacts module to view a list of all the people you are in touch with but haven’t added to eWay-CRM yet.
Turn them into contacts with just one click!
Automatic Formatting of Phone Numbers
Consistency is key, especially with phone numbers. That’s why eWay-CRM Online can automatically format phone numbers based on the client’s country or the country code you provide. Maintain the quality of your phone numbers.
Multiselect Operations
Do you need to quickly move multiple tasks to another day? Or assign multiple contacts to a category?
There's a lot you can do with our multi-select operations. Simply select multiple items and check the toolbar for all available options.
Click to see the complete changelog.
Explore The New eWay-CRM 9.1 Features Now
Get a sneak peek into the future of customer relationship management with the new eWay-CRM 9.1.
And do not forget to let us know what you think. You can even suggest a new feature you would like to see in the future.
