MacroView DMF Reviews & Ratings

MacroView DMF

5.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 4 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 4 out of 5 stars

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What is eWay-CRM?

eWay-CRM brings customer management directly into your Microsoft Outlook and Teams. No more jumping between apps — handle contacts, sales, projects, and marketing in one place. It captures emails automatically, links them to your clients, and keeps your calendar and contact list in perfect sync. Need to act fast? Use the smart “Convert to” option to turn any email into a deal, task, or new contact with just a click. With built-in Teams integration, your entire organization can collaborate effortlessly on shared data and workflows. eWay-CRM helps you stay focused, save time, and manage your business where you already work — in Microsoft Outlook and Teams.

What is MacroView DMF?

MacroView DMF seamlessly connects both SharePoint Online and On-Premises environments with the Microsoft Office suite, which includes applications like Word, Outlook, Excel, PowerPoint, and both Adobe Reader and Acrobat, thereby delivering a comprehensive solution for document and email management. This integration simplifies the process of saving files and emails while significantly enhancing the speed at which users can search for and locate their documents. With customizable options tailored to individual requirements, it features an intuitive tree-view navigation system paired with familiar right-click functionality. DMF empowers users to directly save content from Outlook, Word, Excel, and PowerPoint to any designated SharePoint location and provides drag-and-drop capabilities for emails and attachments, complete with automatic metadata capture like sender details and timestamps. Additionally, users can upload files from Windows while retaining important metadata, including creation dates and the original author's information. The platform also includes advanced rules that allow for the automatic organization of both incoming and outgoing emails, streamlining the management of communications. Overall, MacroView DMF enhances productivity by ensuring that document and email management processes are both efficient and user-friendly.

Media

Media

Integrations Supported

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

Integrations Supported

Splunk User Behavior Analytics

API Availability

Has API

API Availability

Pricing Information

$20.00/month/user
monthly, yearly, or 3-yearly plans
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

eWay System

Date Founded

2008

Company Location

USA and Czech Republic/Europe

Company Website

www.eway-crm.com

Company Facts

Organization Name

MacroView

Date Founded

1994

Company Location

Australia

Company Website

macroview365.com/document-management-sharepoint-office365/

Categories and Features

CRM

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

Categories and Features

Document Management

Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Retention
Email Management
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control

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