MacroView DMF

MacroView DMF

MacroView
eWay-CRM

eWay-CRM

eWay System
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About

MacroView DMF integrates SharePoint Online or On-premises with the Office suite of products (Word, Outlook, Excel, PowerPoint), Adobe Reader / Adobe Acrobat and Windows itself for a complete document and email management solution. It allows users to easily save documents and emails and search and discover files faster. It is configurable to your requirements, with intuitive tree-view navigation & convenient, familiar right-click menus. DMF enables you to: - Save directly from the Office ribbon bar in Outlook, Word, Excel & PowerPoint to any location in SharePoint. - Drag & drop to save emails &/or attachments with automatic metadata capture, for example To, From, Subject, Sent time and file properties. - Right-click in the Outlook file list to save hundreds of emails - Upload from the Windows file system whilst capturing key file property metadata such as original author and creation date. - Automatically file incoming & outgoing email using powerful rules.

About

If you use Microsoft Outlook and need a CRM, you have to try eWay-CRM. It’s the best CRM that lives right inside Microsoft Outlook and Teams. Manage Customers, Sales, Projects, and Email Campaigns — without ever leaving your inbox. Thanks to deep Outlook integration, eWay-CRM automatically tracks emails, syncs with your calendar, and keeps your contacts organized. You’ll love the “Convert to” feature: just right-click any email and turn it into a deal, task, or contact. It’s fast, simple, and powerful. And with Microsoft Teams integration, collaborating with your team becomes seamless. Work smarter, stay organized, and keep everything in one place — right where you already work.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Audience

Small and medium-sized companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$20.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MacroView
Founded: 1994
Australia
macroview365.com/document-management-sharepoint-office365/

Company Information

eWay System
Founded: 2008
USA and Czech Republic/Europe
www.eway-crm.com

Alternatives

Alternatives

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DejaOffice CRM

CompanionLink Software
SalesOutlook CRM

SalesOutlook CRM

SalesOutlook, Inc
Wide Angle PDF Converter

Wide Angle PDF Converter

Wide Angle Software
FileBoss

FileBoss

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SPListX for SharePoint

SPListX for SharePoint

Vyapin Software Systems

Categories

Categories

CRM

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

3CX
Microsoft 365
Microsoft Outlook
Microsoft Power Automate
Microsoft Power BI
Microsoft Teams
Poll Everywhere
QuickBooks Online
QuickBooks Online Advanced
Splunk User Behavior Analytics
Tableau
TeamViewer
WordPress
Zapier

Integrations

3CX
Microsoft 365
Microsoft Outlook
Microsoft Power Automate
Microsoft Power BI
Microsoft Teams
Poll Everywhere
QuickBooks Online
QuickBooks Online Advanced
Splunk User Behavior Analytics
Tableau
TeamViewer
WordPress
Zapier
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Claim MacroView DMF and update features and information
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