eWay-CRM

eWay-CRM is a customer relationship management system built as an add-in for Microsoft Outlook, extending into Teams, with web and mobile clients alongside. Its core design decision is that salespeople and professionals already live in their email client, and a CRM they must switch to is a CRM they will not update. By embedding directly in Outlook, eWay-CRM captures emails, contacts, appointments and tasks against the relevant client and deal without leaving the inbox — an email is filed to a company or project in one click, and the full correspondence history is visible alongside the record. For firms already standardised on Microsoft 365, this removes both the adoption friction and much of the training requirement that sink CRM rollouts.

Functionally the product covers contact and company management, sales pipeline and opportunity tracking with customisable stages and forecasting, marketing email campaigns with tracking, and quotation and invoice generation. Beyond conventional CRM it includes project management with tasks, milestones, Gantt planning and resource allocation, plus timesheets that record billable hours against projects and clients — the combination the tagline highlights, and the reason it appeals to professional services firms, advocates and consultancies where the same client record needs to carry both the sales relationship and the delivery work. Document management links files to contacts, deals and projects with version history. Workflow automation moves records through defined stages with automatic task creation and notifications, and the system is extensively customisable with user-defined fields, layouts and permissions without developer involvement. Deployment is flexible: cloud-hosted or installed on the customer's own server, which matters to firms with data residency or confidentiality obligations. Offline access continues working when disconnected and synchronises later. eWay-CRM suits small and mid-sized businesses, law and consulting practices, and Microsoft-centric organisations. A genuinely functional free version is available alongside a free trial, with paid plans from around USD 20 per user per month.