About eWay-CRM
eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.
It also 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.
eWay-CRM allows users to import their existing data on customers and business opportunities using a built-in template which can be filled with data and uploaded by dragging-and-dropping. Details 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. Full communication histories are stored, including emails, phone calls, meetings, invoices, and documents, and are carried across when projects are created from leads. Automated reminders are synchronized with Outlook tasks, and generated for overdue payments; customer birthdays; if a customer stops ordering; and more.
Through 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. The deals module enables management of individual business cases using customizable workflows and automatic task generation. Deal sources can be tracked, and users can create quotes, plan meetings, and view a range of sales statistics. A variety of standard reports are built into eWay-CRM, and users can export reports as Microsoft Word, Excel, and PDF files.
Key benefits of eWay-CRM
Devices
Business size
Markets
Supported Languages
Images
Features
Total features of eWay-CRM: 46
- API
- Alerts/Notifications
- Calendar Management
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management Software
- Configurable Workflow
- Contact Database
- Contact Management Software
- Customer Segmentation
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Deadline Management
- Document Storage
- Document Templates
- Drag & Drop
- Drip Campaigns
- Email Management Software
- Email Marketing Software
- Email Templates
- Email Tracking Software
- Interaction Tracking
- Interaction Tracking
- Internal Chat Integration
- Lead Management Software
- Lead Qualification
- Marketing Automation Software
- Microsoft Outlook Integration
- Mobile Access
- Offline Access
- Project Management Software
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting/Analytics
- Sales Pipeline Management
- Sales Trend Analysis
- Search/Filter
- Segmentation
- Task Management Software
- Template Management
- Territory Management
- User Management
- Workflow Management Software
Alternatives
Zoho CRM
Salesforce Sales Cloud
Pipedrive
Insightly
Reviews
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- Industry: Management Consulting
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
A+++. The Best CRM Software in the Market
Reviewed on 2021-03-09
I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts...
I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager. The thing was free and Microsoft did not care to update it and discontinued it. I spend 2 to 3 months checking almost all CRM software I could find before selecting one to replace Microsoft Business Contact Manager, as I wanted to make sure I did this only once. I picked eWay-CRM and I picked right. Imported the old database without any issue and set it up and customize it myself, even though I have no IT background. Very easy to set up and to customize.
Pros
Things that I like the most: 1. Customization. You customize the forms, the views, the database, the workflows, and everything and use them whatever way you want to use them. Really. 2. The breadth of features. Whatever you want to do, eWay-CRM has a way to do it. 3. Customer service. You call customer service in the USA any time during working hours and [SENSITIVE CONTENT HIDDEN] will pick up the phone in 5 seconds and solve your issue pronto. 4. The stability. Windows 10 and Office have dozens of updates and changes. You can always count on eWay-CRM to be there, stable, available 100% of the time. 5. Reliability. Everything is backup in the cloud instantly. My data is safe.
Cons
I like eWay-CRM so that much that I cannot think on anything to change, except some very minor icon function changes I suggested in the online forum. Has not been changed because fellow users did not agree with my suggestion. I can live with that and recognize that that only changes with a lot of users support can be implemented.
- Industry: Machinery
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
The e-way-CRM exceeded our expectations!
Reviewed on 2021-02-19
eWay-CRM works very well. We haven´t had any technical problems so far. What we realy like is...
eWay-CRM works very well. We haven´t had any technical problems so far. What we realy like is customer support. Friendly but proffesional staff is always ready to help us, answer are question or make a customization of the product if we ask for it.
Pros
Easy to implement, easy to use and adopt!
From the very fisrt day it's part of the MS Outlook like if it always was.
We realy like the record of to whom a specific lead is assigned. So every single sales representative knows wheather she/ he should contact potential customer or not.
Our sales cases are lasting long as we sell quite expensive EDM machines for tool shops in automotive or aerospace. So realy appreciate a record of document and comunication related to the one specific case. You can imagin what reputation demage could cause to send price proposal not reflecting what was already agreed!
Cons
We don' t use a marketing modul so far. At the begging (4 years ago) we supposed the marketing automation / emailing is a bit complicated. So we stayd stick on SW we were used to use. We hava heard that it´s not true anymore so we are going to check it and will see.
- Industry: Civil Engineering
- Company size: 201-500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
great tool for Outlook users
Reviewed on 2021-04-07
Pros
outlook integration (easy to implement for outlook users)
contacts, companies and leads management is great both for sales purposes as well as for statistics
email categorization
marketing campaigns work great there (both professional and classic emails)
Cons
mobile app works good and it is fast but email preview is limited and attachments are missing there
office 365 integration is missing - then document management would be much easier
sometimes search tool works slowly
task management might work better (e.g create task for multiple users)
- Industry: Civil Engineering
- Company size: 2-10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Using eWay almost 10 years - and growing
Reviewed on 2021-02-19
I have been using eWay CRM since the days I was working alone as a person (fire and safety...
I have been using eWay CRM since the days I was working alone as a person (fire and safety specialist) when I used eWay CRM in the free version, almost 10 years ago.
Now I own company with 3 employees - all of them are using eWay witout any problem and the system is simply growing with us. I have experience with other CRM (such as Microsoft Dynamics I have neen useing in previous occupation) and the most possible change is that eWay is simply accepted by all employees, compared to "hostile" CRM systems which are very often boycotted by employees making it usnusable.
I am simply satisfied customer who also sees where the system could be even better.
Pros
Integration with Outlook is just excellent, you simply don't know it's there and it's doing it's job. Helps employees to use the CRM without hasitating.
Great contant and task management, great e-mail tracking - it simply does what I expect.
Cons
Reporting is not so great as I would like. I can do better with my fine-tuned excel table (including forecast for the future).
Setting up campaigns, especially not e-mail, but land mailing is little bit too complicated and we are still discovering this part of the system.
- Industry: Semiconductors
- Company size: 501-1,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
CRM for Research and Technology Organisation (RTO)
Reviewed on 2021-02-11
At this moment I am happy with eWay and I have recommended my superiors to implement server version...
At this moment I am happy with eWay and I have recommended my superiors to implement server version as soon as we get funding for it.
Pros
The thing I have chosen eWay is their integration to Outlook because then I do not need to open any additional program - everything is in place. Also, I like that I can simply click on an email and make it a new contact and everything is taken care. Also, it is nice to get excel report on contacts and companies because I need those to report to my superiors .
Cons
Well, at this moment I am not a power user and I am not fully familiar with all the functions so I can not say any bad things. In the future when we will get full version of the software, it will be very important for us to make task for other users. I could not test this function yet.
eWay-CRM FAQs
Below are some frequently asked questions for eWay-CRM.Q. What type of pricing plans does eWay-CRM offer?
eWay-CRM offers the following pricing plans:
- Starting from: US$28.00/month
- Pricing model: Free, Subscription
- Free Trial: Available
Premium monthly: $28 per user, per month. Premium lifetime: $399 per user + 18% annual support fee. A free plan is also available.
Q. What are the main features of eWay-CRM?
We do not have any information about eWay-CRM features
Q. Who are the typical users of eWay-CRM?
eWay-CRM has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+
Q. What languages does eWay-CRM support?
eWay-CRM supports the following languages:
Czech, English, German, Norwegian, Russian
Q. Does eWay-CRM support mobile devices?
eWay-CRM supports the following devices:
Android (Mobile), iPhone (Mobile)
Q. What other apps does eWay-CRM integrate with?
eWay-CRM integrates with the following applications:
Microsoft 365, Microsoft Outlook, Poll Everywhere, Quickbooks Online, Tableau, TeamViewer, WordPress
Q. What level of support does eWay-CRM offer?
eWay-CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat
Related categories
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