eWay-CRM is unclaimed —

eWay-CRM

The Best CRM for Microsoft Outlook | Free to Start·eway-crm.com

eWay-CRM turns Microsoft Outlook into a full-featured CRM, letting users organize emails, contacts, companies, sales deals and projects directly inside Outlook. It integrates with Microsoft Teams, Power BI, Power Automate, SharePoint and other Microsoft 365 apps, and includes AI features such as task suggestions, email tone detection and email summaries. It can be used as eWay-CRM Online (cloud, Microsoft 365) or installed on a company's own servers.

What it's for

Organize emails and meetings by contact, company, deal or projectShare and chat about emails with a team via Microsoft TeamsConvert emails into deals, contacts, tasks or projectsTrack sales pipeline and dealsManage projects, subprojects and timesheetsGenerate invoices, quotes and ordersGet AI-suggested next tasks and email summariesSynchronize contacts and calendar with Outlook

Features 20

AI email summary generator
AI email tone detection
AI task suggestions
AI-powered contact signature recognition
API for building custom connectors
Caller identification (iOS, Android)
Cloud document/email storage
Conditional formatting
Convert email to contact, task, or deal
Custom fields and custom forms
Duplicate checker
Email organization by contact/company/deal/project
Microsoft Teams sharing/chat about emails
Outlook calendar synchronization
Power BI dashboards
Project management with subprojects and timesheets
Sales/deal management with bookkeeping (invoices, quotes, orders)
SharePoint folder automation
User views and shared views
Workflows and automation

At a glance

free tierfree trialself-hostableAPI

TypePlugin / add-on

DeploymentHybrid

PlatformsWeb, Windows, iOS, Android

LanguagesEnglish, Czech, Slovak

Forsmall businesses, non-profits, startups, small teams, SMBs

CompanyeWay System LLC · 2008

Integrations

Microsoft OutlookMicrosoft TeamsMicrosoft Power BIMicrosoft Power AutomateSharePointQuickBooksMailchimpConstant ContactWordPress (Contact Form 7)Zapier3CXAdobe SignLeady (Imper)

Resources

Docs

Pricing

All prices are listed in U.S. dollars and exclude applicable taxes. New signups get a 14-day eWay-CRM Plus trial, then are moved to the free eWay-CRM Free plan (unlimited users, unlimited time). Sales and Projects are separately priced modules layered on top of the Contacts & Companies plans.

Contacts & Companies - FreeFree

Manual email saving, Convert email to contact, task, deal, Synchronization with Outlook calendar (1 calendar), User Views (1 per module), Word template editor, Basic configurations, Workflows - Basic (1 per module), Custom fields (10 in total), Custom forms (1 per module), Microsoft Teams, Power BI, WordPress integrations, Online help and community support, Cloud storage 200 MB

Unlimited users; 200 MB cloud storage for documents and emails

Contacts & Companies - Lite$20/user/mo

3-year billing: $15/user/month, billed at $540/user/3yrs; annual billed at $216/user/yr; monthly billed at $240/user/yr

10 GB cloud storage for documents and emails

Contacts & Companies - Standard$27/user/mo

3-year billing: $20/user/month, billed at $720/user/3yrs; annual billed at $288/user/yr; monthly billed at $324/user/yr. Recommended plan.

25 GB cloud storage for documents and emails (extendable)

Contacts & Companies - Plus$40/user/mo

3-year billing: $30/user/month, billed at $1,080/user/3yrs; annual billed at $432/user/yr; monthly billed at $480/user/yr. Ultimate plan.

50 GB cloud storage for documents and emails (extendable)

Per-user monthly price is lowest when billed every 3 years (e.g. Lite: $20/mo -> $15/mo billed 3-yearly) [raw type: other]