Users can create custom fields, change permission policies, add drop-down menus.
CONTACTS JOURNAL CRM APP REVIEW SOFTWARE
The Reports module consists of predefined reports, which show data from different perspectives, e.g., user attendance, sales team performance, projects timeline, and leads without a next step planned. The Documents module functions as shared storage for all types of documents. Journal keeps track of all notes, meeting minutes, and phone calls. The Marketing module streamlines the professional distribution of personalized bulk emails. Like leads, projects have customizable workflows and ensure employees meet deadlines and effectively upload their procedures. The Deals module provides workflows for different opportunities, allowing sales teams to move leads through the sales pipeline, from initial contacts to closed deals.ĮWay-CRM’s Projects module facilitates the delivery tracking of products or services that take a considerable amount of time. Apart from automatically or manually linking emails, users can write down notes from meetings and calls, create tasks and calendar events, attach documents, and connect contacts with opportunities and projects. The Contacts module is for tracking details. The solution delivers Contacts, Deals, Projects, Marketing, Journal, Documents, and Reports modules. EWay-CRM is a plugin for Microsoft Outlook that helps companies and freelancers with the CRM agenda, project management, and business opportunities management.
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