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

  • Users can manage marketing campaigns, with tools for importing data, creating email campaigns, targeting recipients, and tracking the number of emails sent, delivered and opened, clicks and unsubscribes.

  • Deals can be converted into projects, with full communication histories including emails, meetings, and phone calls copied into the project along with related documents.

  • The deals module enables users to manage opportunities, track communications, and plan follow-ups, with customizable workflows and automatic task generation.

  • Details of all customers, partners, suppliers, and competitors are stored in a single database, with full business communication histories, and can be sorted or filtered based on relationship type, potential, importance, size, geography, or user-defined custom fields.

  • Predefined reports, including company sales statistics and employee time sheets, provide users with insights into various areas of their business, and can be exported as Microsoft Word, Excel, or PDF files.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, Germany, United Kingdom, United States

    Supported Languages

    Czech, English, German, Norwegian, Russian

    Images

    All your contacts are in one place with eWay-CRM. You and your colleagues can easily access them whenever needed.
All you need to do is go into the Contacts module. Additionally, every contact is linked to the related company or project.
    Our workflow is here at your service. Adjust it so that it corresponds with the job your team does. You can also set various workflows for different activities. With each project, you can set due dates and budgets as well as assign roles.
    With just a few clicks, you can create a quote from your price list, export the quote into your company template, and attach all important phone calls and meetings. Everything is clear, easy to understand, and in one place.
    eWay-CRM has a set of predefined reports to provide you with crucial information concerning various parts of your business. It spans from company sales statistics all the way to time sheets of a particular colleague.
    eWay-CRM Web is an online app that runs inside a web browser. You can use any device that’s by hand to access your data.
    eWay-CRM Mobile
    eWay-CRM Mobile Quick Access Menu
    Documents can be stored and managed in eWay-CRM
    Work reports act as timesheets, enabling users to track hours worked by each employee
    View 10 more
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    eWay-CRM video
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    eWay-CRM video
    eWay-CRM screenshot: All your contacts are in one place with eWay-CRM. You and your colleagues can easily access them whenever needed.
All you need to do is go into the Contacts module. Additionally, every contact is linked to the related company or project. eWay-CRM screenshot: Our workflow is here at your service. Adjust it so that it corresponds with the job your team does. You can also set various workflows for different activities. With each project, you can set due dates and budgets as well as assign roles. eWay-CRM screenshot: With just a few clicks, you can create a quote from your price list, export the quote into your company template, and attach all important phone calls and meetings. Everything is clear, easy to understand, and in one place. eWay-CRM screenshot: eWay-CRM has a set of predefined reports to provide you with crucial information concerning various parts of your business. It spans from company sales statistics all the way to time sheets of a particular colleague. eWay-CRM screenshot: eWay-CRM Web is an online app that runs inside a web browser. You can use any device that’s by hand to access your data. eWay-CRM screenshot: eWay-CRM Mobile eWay-CRM screenshot: eWay-CRM Mobile Quick Access Menu eWay-CRM screenshot: Documents can be stored and managed in eWay-CRM eWay-CRM screenshot: Work reports act as timesheets, enabling users to track hours worked by each employee

    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

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    Reviews

    Overall rating

    4.6 /5
    (203)
    Value for Money
    4.7/5
    Features
    4.5/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.8/5

    Already have eWay-CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 203
    Fernando P.
    Overall rating
    • Industry: Management Consulting
    • 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 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.

    Milan P.
    Overall rating
    • Industry: Machinery
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • 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.

    Radek Č.
    Overall rating
    • Industry: Civil Engineering
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • 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)

    Jan P.
    Overall rating
    • 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.

    Karolis S.
    Overall rating
    • Industry: Semiconductors
    • Company size: 501-1,000 Employees
    • Used Daily for 6-12 months
    • 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.

    Showing 5 reviews of 203 Read all reviews

    eWay-CRM FAQs

    Below are some frequently asked questions for eWay-CRM.

    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.

    We do not have any information about eWay-CRM features

    eWay-CRM has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

    eWay-CRM supports the following languages:

    Czech, English, German, Norwegian, Russian

    eWay-CRM supports the following devices:

    Android (Mobile), iPhone (Mobile)

    eWay-CRM integrates with the following applications:

    Microsoft 365, Microsoft Outlook, Poll Everywhere, Quickbooks Online, Tableau, TeamViewer, WordPress

    eWay-CRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

    Related categories

    See all software categories found for eWay-CRM.