---
description: Quickly find and compare the leading eWay-CRM vs Financial Services Cloud alternatives. Comprehensive listing of competitors & similar tools for fast software selection and to contact several providers directly.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Compare eWay-CRM vs Financial Services Cloud | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Manufacturing Software](/directory/666/manufacturing-engineering/software) > [eWay-CRM \<span\>vs\</span\> Financial Services Cloud](https://www.getapp.ca/compare/106997/109459/eway-crm/vs/financial-services-cloud)

# Compare eWay-CRM vs Financial Services Cloud

Canonical: https://www.getapp.ca/compare/106997/109459/eway-crm/vs/financial-services-cloud

> Detailed comparison between eWay-CRM and Financial Services Cloud. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | eWay-CRM | Financial Services Cloud |
| **Overall rating** | 4.5/5 | 4.8/5 |
| **Total Reviews** | 822 | 5 |
| **Starting Price** | US$20.00 | US$325.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | Yes | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat |
| **Training Software** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### eWay-CRM

- API
- Activity Tracking
- Billing & Invoicing
- Client Management
- Customer Database
- Customizable Reports
- Document Templates
- Marketing Automation Software
- Multi-Channel Communication
- Real-Time Analytics
- Referral Tracking
- Relationship Tracking
- Reminders
- SSL Security
- Scheduling Software
- Search/Filter
- Segmentation
- Status Tracking
- Task Management Software
- Workflow Management Software

### Financial Services Cloud

- API
- Activity Tracking
- Billing & Invoicing
- Client Management
- Customer Database
- Customizable Reports
- Document Templates
- Marketing Automation Software
- Multi-Channel Communication
- Real-Time Analytics
- Referral Tracking
- Relationship Tracking
- Reminders
- SSL Security
- Scheduling Software
- Search/Filter
- Segmentation
- Status Tracking
- Task Management Software
- Workflow Management Software

## Links

- [View eWay-CRM Profile](https://www.getapp.ca/software/106997/eway-crm)
- [View Financial Services Cloud Profile](https://www.getapp.ca/software/109459/financial-services-cloud)
- [View Original Comparison](https://www.getapp.ca/compare/106997/109459/eway-crm/vs/financial-services-cloud)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Compare eWay-CRM vs Financial Services Cloud | GetApp Canada 2026","description":"Quickly find and compare the leading eWay-CRM vs Financial Services Cloud alternatives. Comprehensive listing of competitors & similar tools for fast software selection and to contact several providers directly.","url":"https://www.getapp.ca/compare/106997/109459/eway-crm/vs/financial-services-cloud","about":[{"@id":"https://www.getapp.ca/software/106997/eway-crm#software"},{"@id":"https://www.getapp.ca/software/109459/financial-services-cloud#software"}],"breadcrumb":{"@id":"https://www.getapp.ca/compare/106997/109459/eway-crm/vs/financial-services-cloud#breadcrumblist"},"@id":"https://www.getapp.ca/compare/106997/109459/eway-crm/vs/financial-services-cloud#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.getapp.ca/#website"},"inLanguage":"en-CA","publisher":{"@id":"https://www.getapp.ca/#organization"}},{"name":"eWay-CRM","description":"eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. \n\nIt contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.\n\neWay-CRM allows users to import existing data on customers and business opportunities using a built-in template which can be filled with data and uploaded by dragging-and-dropping. \n\nDetails of all customers, partners, suppliers, and competitors are stored in a single database, and can be organized into custom categories, sorted and filtered based on importance, potential, relationship type, size, location, or any custom fields. \n\nFull communication histories are stored, including emails, phone calls, meetings, invoices, and documents, and are carried across when projects are created from leads. \n\nAutomated reminders are synchronized with MS Outlook tasks and generated for overdue payments, customer birthdays, if a customer stops ordering, and more.\n\nThrough the marketing module in eWay-CRM, users can send out targeted email campaigns to potential customers, with email templates, wildcards for message personalization, and automatic feedback tracking. \n\nThe deals module enables management of individual business cases using customizable workflows and automatic task generation. \n\nDeal sources can be tracked, and users can create quotes, plan meetings, and view a range of sales statistics. \n\nA variety of standard reports are built into eWay-CRM, and users can export reports as Microsoft Word, Excel, and PDF files.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/51277aa8-98da-42dc-98ec-263de334d9aa.png","url":"https://www.getapp.ca/software/106997/eway-crm","@id":"https://www.getapp.ca/software/106997/eway-crm#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.5,"bestRating":5,"ratingCount":822},"offers":{"price":"20","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Android, Platform ios, Platform ipad"},{"name":"Financial Services Cloud","description":"Financial Services Cloud is designed for financial institutions, including banks and wealth management firms. Users can manage multiple lines of business, core systems, processes, and channels through an industry-standard data model that includes objects for financial accounts, mortgages, assets, loans, deposits, liabilities, and financial life goals for individual clients and households.\n\nThe platform supports integrations with financial planning tools, electronic forms, data aggregation services, and loan origination systems through a partner ecosystem. Users can track customer relationships using the visual Relationship Map, manage new customer opportunities with Intelligent Needs-Based Referrals, and create Customizable Communities for consistent customer experiences across channels. The Lightning App Builder allows administrators to create tailored user experiences with drag-and-drop components.\n\nFinancial Services Cloud provides banks and wealth management firms with artificial intelligence and analytics tools built into the Salesforce platform to support business growth and operational efficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/33d102e9-c7c0-40f3-964d-e3e7bfe7b1e5.png","url":"https://www.getapp.ca/software/109459/financial-services-cloud","@id":"https://www.getapp.ca/software/109459/financial-services-cloud#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.8,"bestRating":5,"ratingCount":5},"offers":{"price":"325","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.getapp.ca/compare/106997/109459/eway-crm/vs/financial-services-cloud#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Manufacturing Software","position":2,"item":"/directory/666/manufacturing-engineering/software","@type":"ListItem"},{"name":"eWay-CRM vs Financial Services Cloud","position":3,"item":"https://www.getapp.ca/compare/106997/109459/eway-crm/vs/financial-services-cloud","@type":"ListItem"}]}]}
</script>
