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eWay-CRM logo eWay-CRM and Flamory

Flamory provides the following integration abilities:

  • Create and use window snapshots for eWay-CRM
  • Take and edit eWay-CRM screenshots
  • Automatically copy selected text from eWay-CRM and save it to Flamory history

To automate your day-to-day eWay-CRM tasks, use the Nekton automation platform. Describe your workflow in plain language, and get it automated using AI.

Screenshot editing

Flamory helps you capture and store screenshots from eWay-CRM by pressing a single hotkey. It will be saved to a history, so you can continue doing your tasks without interruptions. Later, you can edit the screenshot: crop, resize, add labels and highlights. After that, you can paste the screenshot into any other document or e-mail message.

Here is how eWay-CRM snapshot can look like. Get Flamory and try this on your computer.

eWay-CRM - Flamory bookmarks and screenshots

Application info

eWay-CRM is an information system embedded right into Microsoft Outlook. It is designed for companies that want to manage their sales leads and projects more efficiently.

SALES LEADS UNDER CONTROL

- Real time information about current sales leads and opportunities (who is working on them, their status).

- Client communication history input into the client contact section (not left only in minds of employees).

- Quotations, orders, and other important documents always on hand. The system can even request them itself.

- Reminders for all important tasks and events.

SYSTEMATIC MANAGEMENT OF PROJECTS AND SALES LEADS

- Easy workflow definition. This tool allows management to define a specific project template for employees to follow and tracks all the key project phases.

- Project journal in just a few clicks. You can easily read all news and step into the project.

- Financial aspects of the project alwaysonhand. We can integrate eWay-CRM with your accounting software and your sales managers will have information about overdue invoices or client turnover right on the customer detail page.

- You no longer need to search for documentation in shared folders. It is on the project details page!

REPORTING - MY DAILY FEEDBACK

eWay-CRM includes a report module along with pre-defined reports, such as:

- Customer turnover and profitability.

- Sales manager efficiency.

- Project summaries.

- Work reports of all staff, etc.

AMAZING INTEGRATION WITH MICROSOFT OUTLOOK

eWay-CRM is a plugin for Microsoft Outlook and users benefit from the very close integration between these two applications. This integration brings many advantages:

- A single workspace/application - e-mails, business cases, and projects all in one application.

- No need to constantly switch between applications or even rewrite data from one application to another.

- Due to a similar user intefrace users do not recognize the difference between Microsoft Outlook and eWay-CRM.

Integration level may vary depending on the application version and other factors. Make sure that user are using recent version of eWay-CRM. Please contact us if you have different integration experience.

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