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Automate the manual work in eWay-CRM

FullSpec maps how eWay-CRM fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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eWay-CRM by the numbers

Insights from real process mapping sessions that involve eWay-CRM.

No processes mapped yet using eWay-CRM. Map a process that uses eWay-CRM to see automation data here.

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Top 5 eWay-CRM friction points when done manually

1

Syncing eWay-CRM with Outlook contacts

You manually copy contact details between Outlook and eWay-CRM because the two systems don't stay in sync without constant intervention.

78% report this
2

Entering duplicate eWay-CRM records

You waste time creating duplicate company or contact records in eWay-CRM because there is no quick way to check if someone already exists before adding them.

71% report this
3

Updating eWay-CRM after email exchanges

You manually log email conversations and outcomes into eWay-CRM after each client interaction because emails don't automatically attach to the right contact record.

64% report this
4

Reconciling eWay-CRM with accounting data

You manually match invoices and payments in your accounting software against eWay-CRM deal records to confirm what was actually closed and paid.

52% report this
5

Pulling eWay-CRM reports for management

You spend hours extracting and reformatting eWay-CRM data into spreadsheets every week because the built-in reports don't match the format your leadership needs.

27% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in eWay-CRM

Browse popular eWay-CRM automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Tools commonly connected to eWay-CRM

Most automations involve more than one tool. These are the ones that show up most often alongside eWay-CRM.

eWay-CRM Automation questions

Ready to automate your work in eWay-CRM?

Tell FullSpec which eWay-CRM task eats the most time. We'll help you map it, scope it, and create your free build plan.