CRM and Sales tools
eWay-CRM
20 min
eway crm is a customer relationship management system integrated with outlook, helping businesses manage contacts, sales, projects, and marketing integrating with make com enables workflow automation, streamlining crm tasks and data synchronization across business tools limited documentation we currently can't provide complete documentation for eway crm because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from eway crm and public sources to create detailed guides eway crm modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a company adds a new company to your account create a contact adds a new contact to your list create a deal creates a brand new deal in your account, helping you track new business opportunities create a journal creates a new journal entry to help you record and organize your notes or transactions create a project creates a brand new project for you from scratch create a task creates a brand new task for you to manage and track your work delete a company deletes a selected company from your records delete a contact permanently removes a selected contact from your list delete a deal permanently removes a selected deal from your account delete a journal deletes a selected journal from your account delete a project permanently removes a selected project from your account delete a task removes a task that you no longer need from your list get a company finds and displays details for a specific company you already have in your system get a contact finds and displays the details of a specific contact you already have get a deal finds and displays details of a specific deal you already have get a journal finds and displays details of a specific journal you already have get a project finds and displays the details of a specific project you already have get a task finds and displays the details of a specific task you already have make an api call allows you to make a custom api request to the service using your authorized account search companies finds specific companies based on your search criteria or displays a list of all available companies search contacts finds specific contacts based on your search criteria or displays a list of all your contacts search deals searches for specific deals or displays a list of all available deals search drop down menu values finds and retrieves available options from a drop down menu search journals searches for specific journals or displays a list of all available journals search projects finds specific projects based on your search criteria or displays a complete list of all projects search tasks finds specific tasks based on your search criteria or displays a list of all available tasks update a company updates the details of an existing company in your account update a contact updates the details of an existing contact in your account update a deal updates the details of an existing deal with new information update a journal updates the details of an existing journal entry update a project updates the details of an existing project with new information update a task updates the details of a task you’ve already created templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} eway crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=eway crm https //www eway crm com https //dev eway crm com/ https //trial eway crm com/47165/api svc/help https //www make com/en/integrations/eway crm help us improve this documentation have experience with eway crm? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone