Latest Product Updates and Feature Enhancements on Eway CRM
New eWay-CRM Preview Panel with Item Switching | eWay-Blog
eWay-CRM has introduced a new Preview Panel for Outlook, enhancing user experience by allowing seamless switching between linked items such as Contacts, Deals, Projects, and Tasks directly within the... email interface. This update includes smart actions for managing contacts and quick action icons for emailing and calling, streamlining workflow without needing additional installations for Microsoft 365 users.
eWay-CRM 9.2 Is Here: Proposals and Invoices with Word/PDF Export, Bulk Edits, and Embedded Power BI Reports
eWay-CRM 9.2 introduces a new Bookkeeping Records module for streamlined proposal and invoice creation, including Word and PDF export options and integration with existing templates. The update enabl...es bulk editing of any field, advanced workflow notifications, and automatic email tracking by company domain. These enhancements deepen Microsoft 365 integration and boost productivity for CRM and sales management users.
eWay-CRM has published its API on GitHub, enabling developers to integrate eWay-CRM with other applications and automate workflows. The API provides access to CRM data and supports custom development... for organizations using Microsoft Outlook. This release enhances extensibility for eWay-CRM users and supports broader adoption in business process automation.
