General Introduction to eWay-CRM

Are you in the market for a Contact Management solution and want a guided tour of what we offer? Are you a new employee at an eWay-CRM office and are looking to quickly get up to speed? You live inside of Outlook, and we do too. Grab a cup of coffee, and let’s walk through eWay-CRM together.

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What you will learn

1. What eWay-CRM is, and how a shared contact database will help your company
2. Explore our native Outlook integration, and how it makes onboarding a breeze
3. Main modules - Companies, Contacts, Sales, Projects, and Marketing
4. Record your communications and activities, along with planning your next steps
5. How to customize eWay-CRM for yourself

In 30-40 minutes, we will show you how to effectively manage communication with clients, inquiries and orders with eWay-CRM. Overall, we will make sure that you understand what makes eWay-CRM special and how it will help your business. Time permitting, we will also answer any questions that may arise.