We developed a CRM system which is embedded into MS Outlook. It comprises sales leads management, project management and reporting modules.

1. Case Study / eWay CRM
eWay-CRM
The company eWay System asked us to develop features
for their CRM system called eWay-CRM.
eWay System / Client
.NET, MS SQL / Technology
eWay-CRM is an information system embedded into Microsoft Outlook. It is designed
for companies that want to manage their sales leads and projects more efficiently.
We developed the following features for eWay
Sales leads module
 Real time information about current sales leads and opportunities (who is working
on them, their status).
 Client communication history input into the client contact section (instead of relying
on employees’ memory).
 Quotations, orders, and other important documents always on hand. The system
can even request them itself.
 Reminders for all important tasks and events.

2. Case Study / eWay CRM
Systematic management of projects and sales leads
 Easy workflow definition. This tool allows management to define a specific project
template for employees to follow, and tracks all the key project phases.
 Project journal in just a few clicks. You can easily read all news and step through
the project.
 Financial aspects of the project always on hand. You can integrate eWay-CRM with
your accounting software, and your sales managers will have information about
overdue invoices or client turnover displayed on the customer detail page.
Reporting
eWay-CRM includes a report module along with pre-defined reports, such as:
 Customer turnover and profitability.
 Sales manager efficiency.
 Project summaries.
 Project profitability for the last 12 months.
 Work reports of all staff, etc.

3. Case Study / eWay CRM
Amazing integration with Microsoft Outlook
eWay-CRM is a plugin for Microsoft Outlook, and users benefit from the very close
integration between these two applications. This integration brings many advantages:
 A single workspace/application - e-mails, business cases, and projects all in
one application.
 No need to constantly switch between applications or even copy data from
one application to another.
 The common user interface means that users cannot tell the difference
between Microsoft Outlook and eWay-CRM. They can work more efficiently.
 Very user friendly. Easy to teach new users, who can keep their existing
habits from Microsoft Outlook; everything in eWay-CRM is the same!

4. Case Study / eWay CRM
Technical information
eWay-CRM utilizes Microsoft Outlook Add-In technology to achieve a good user
experience. Everything takes place in Microsoft Outlook, and employees do not switch
between multiple systems.
The architecture is a client-server type. The server is located on the eWay-
CRMcentral database and web service which manages access and security policy, and
contains business logic.
The client portion includes a complement to Microsoft Outlook with Microsoft SQL
Server Express. eWay-CRM regularly synchronizes changes in data between the server
and client components, and therefore users are able to work in "offline“ mode - without
having to connect to the server.
The following diagram represents the basic building blocks of eWay-CRM.