Latest Product Updates and Feature Enhancements on Eway CRM
Connect eWay-CRM to Your Other Business Applications with Make. Here’s How
eWay-CRM integrates with Make, a no-code automation platform, to streamline data flow between business applications. This integration allows users to automate tasks such as CRM data entry, invoicing,... and real-time notifications, enhancing efficiency and reducing manual errors. eWay-CRM's open API facilitates seamless connectivity with other systems, positioning it as a central hub for business operations.
How AI Helped Us Turn Sales Know-How into Company-Wide Knowledge. Jan Lalinský, CEO of eWay-CRM, Shares His Experience
eWay-CRM uses AI to automate the extraction of insights from sales meeting transcripts, enhancing marketing and product team access to customer data. This system leverages Microsoft Teams, SharePoint..., Power Automate, and Copilot Studio to streamline the process, reducing the need for manual note-sharing and improving the quality of marketing and product decisions.
Smarter Operations with eWay-CRM for Microsoft 365
eWay-CRM enhances manufacturing operations by integrating with Microsoft 365 apps like Outlook, Teams, SharePoint, and Power BI. This integration streamlines sales, production, and project management..., offering real-time data visibility and reducing manual tasks. The CRM system supports mid-sized manufacturers by centralizing customer and project information, improving collaboration, and maintaining familiar workflows.
eWay-CRM 9.4 Brings Email Reply & Forward, Fast In-Cell Adding, and Margin & Markup in Bookkeeping
eWay-CRM 9.4 introduces new features to enhance productivity and bookkeeping. Users can now reply and forward emails directly in Outlook Online, use a fast in-cell record adding feature, and benefit ...from automatically prefilled email subjects. The update also adds margin and markup columns for better profitability analysis, streamlining workflows and improving efficiency.
Preview Panel Now Available While Drafting Emails | eWay-CRM
eWay-CRM has released an update for its Microsoft 365 add-in, enabling users to access the Outlook side panel while drafting emails or scheduling meetings. This feature provides full communication co...ntext, allowing users to see recent interactions with contacts without switching windows. The update aims to enhance communication efficiency and is automatically available to Outlook users.
