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.

Pricing starting from:

US$24.00/month

  • Free Version
  • Free Trial
  • Subscription

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.
  • Business size

    S M L

    Deployment

    • Cloud-based
    • On-premise

    Markets

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

    Supported Languages

    Czech, English, German, Norwegian, Russian

    Pricing starting from:

    US$24.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    eWay-CRM Software - 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 Software - 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 Software - 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 Software - 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 Software - 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 Software - eWay-CRM Mobile
    eWay-CRM Software - eWay-CRM Mobile Quick Access Menu
    eWay-CRM Software - Documents can be stored and managed in eWay-CRM
    eWay-CRM Software - Work reports act as timesheets, enabling users to track hours worked by each employee
    View 16 more
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
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    eWay-CRM video
    eWay-CRM video
    eWay-CRM Software - 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 Software - 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 Software - 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 Software - 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 Software - 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 Software - eWay-CRM Mobile
    eWay-CRM Software - eWay-CRM Mobile Quick Access Menu
    eWay-CRM Software - Documents can be stored and managed in eWay-CRM
    eWay-CRM Software - Work reports act as timesheets, enabling users to track hours worked by each employee

    Features

    Total features of eWay-CRM: 191

    • API
    • Access Controls/Permissions
    • Accounting Integration
    • Accounting Software
    • Activity Management
    • Activity Tracking
    • Ad hoc Reporting
    • Advocate Management
    • Agile Methodologies
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling Software
    • Assignment Management
    • Auto-Dialer
    • Auto-Responders
    • Batch Processing
    • Bid Management
    • Billable Items Tracking
    • Billing & Invoicing
    • Billing Rate Management
    • Budget Management
    • Buyer Management
    • CAN SPAM Compliance
    • CRM Software
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call List Management
    • Call Monitoring
    • Call Recording Software
    • Campaign Analytics
    • Campaign Management Software
    • Campaign Planning
    • Campaign Segmentation
    • Case Management Software
    • Change Order Management
    • Charting
    • Click Tracking
    • Client Management
    • Client Tracking
    • Client/Property Matching
    • Collaboration Tools
    • Commenting/Notes
    • Committee Management
    • Communication Management
    • Conflict Management
    • Contact Database
    • Contact Management Software
    • Contract/License Management
    • Cost-to-Completion Tracking
    • Customer Advocacy Software
    • Customer Database
    • Customer Segmentation
    • Customer Surveys
    • Customizable Branding
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Data Management Software
    • Data Synchronization
    • Deadline Management
    • Deal Management
    • Document Generation Software
    • Document Management Software
    • Document Storage
    • Document Templates
    • Donation Tracking
    • Drag & Drop
    • Drip Campaigns
    • Due Date Tracking
    • Dynamic Content
    • Email Alerts
    • Email Campaign Management
    • Email Distribution
    • Email Management Software
    • Email Marketing Software
    • Email Templates
    • Email Tracking Software
    • Engagement Tracking
    • Estimating
    • Event Management Software
    • Expense Tracking
    • File Management
    • File Sharing Software
    • Filtering
    • Financial Management Software
    • For AEC Industry
    • For Contact Centers
    • For Financial Institutions
    • Forecasting
    • Forms Management
    • Fundraising Management
    • Grant Management Software
    • Image Library
    • Interaction Tracking
    • Internal Chat Integration
    • Invoice Management
    • Issue Management
    • Issue Tracking Software
    • Job Costing Software
    • Job Scheduling
    • Lead Capture Software
    • Lead Distribution
    • Lead Management Software
    • Lead Nurturing Software
    • Lead Qualification
    • Legal Case Management Software
    • List Management
    • Mailing List Management
    • Marketing Automation Software
    • Meeting Management
    • Membership Management Software
    • Microsoft Outlook Integration
    • Milestone Tracking
    • Mobile Access
    • Mobile Optimized Emails
    • Multi-Campaign
    • Multi-Channel Communication
    • Multi-Channel Marketing
    • Multiple Projects
    • Nonprofit Advocacy
    • Opportunity Management
    • Percent-Complete Tracking
    • Performance Management
    • Pipeline Management
    • Pipeline Reports
    • Planning Tools
    • Portfolio Management
    • Progress Tracking
    • Project Management Software
    • Project Planning Software
    • Project Planning/Scheduling
    • Project Templates
    • Project Time Tracking
    • Project Tracking Software
    • Project Workflow
    • Projections
    • Quotes/Estimates
    • Real Time Analytics
    • Real Time Notifications
    • Real-time Updates
    • Referral Tracking
    • Registration Management
    • Relationship Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Reporting/Project Tracking
    • Resource Management Software
    • Role-Based Permissions
    • SSL Security
    • Sales Approval
    • Sales Forecasting Software
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Scheduling Software
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Social Media Integration
    • Spam Blocker
    • Status Tracking
    • Subcontractor Management
    • Subscriber Management
    • Subscription Management Software
    • Summary Reports
    • Tagging
    • Task Management Software
    • Task Planning
    • Task Progress Tracking
    • Task Scheduling
    • Team Assignments
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Clock Software
    • Time Tracking Software
    • Timer
    • To-Do List
    • Traditional Methodologies
    • Trust Accounting Software
    • Visualization
    • Volunteer Management Software
    • WYSIWYG Editor
    • Warranty Tracking
    • Website Integration
    • Workflow Management Software

    Alternatives

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    Salesforce Sales Cloud

    4.4
    #3 Alternative to eWay-CRM
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    Reviews

    Overall rating

    4.6 /5
    (306)
    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 306
    Fernando
    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.

    Johnny
    Overall rating
    • Industry: Computer Software
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Best CRM with Full MS Outlook Integration

    Reviewed on 2022-07-11

    I am only 2 weeks into my trial and purchased today. eWay has given me everything I was looking...

    I am only 2 weeks into my trial and purchased today. eWay has given me everything I was looking for that Nutshell and Salesforce did not provide and much more.

    Pros

    I love not having to leave MS Outlook to manage my CRM. Integration is seamless and works perfectly.

    Cons

    I have not had enough time in the system to find any "least" liked features or functions. So far it is everything I have always wanted but did not know existed.

    Radek
    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)

    Alternatives Considered

    Dynamics 365

    Reasons for Switching to eWay-CRM

    acceptable price and Outlook integration
    Michael
    Overall rating
    • Industry: Environmental Services
    • Company size: 51-200 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

    A solid CRM package that is easy to implement and fully interactive with Outlook

    Reviewed on 2022-07-29

    We are pleased overall. The package has enough features to be very useful, and overall acceptance...

    We are pleased overall. The package has enough features to be very useful, and overall acceptance is a key to success. The initial acceptance gained by the package's simplicity were dampened by the Contact synchronization issues we have experienced. If you need something quick and easy to implement, eWay-CRM is a good choice. I suggest having an administrator assigned that has time to explore the way features work and to develop reporting.

    Pros

    We are a rep sales company, and were attracted to eWay-CRM because it was fully incorporated into Outlook, and this took advantage of everyone's familiarity with the Outlook interface. This made the package very easy to implement.
    It was also priced attractively, and the number of users and cost side is easy to manage by the administrator (no complex contracts to manage).
    eWay-CRM has the features required to track and manage our customers and the people (contacts) that we interact with at each.
    It also has the ability to track sales opportunities through purchase and fulfillment to the project completion stage, which was one of the features we needed.

    Cons

    The package is light on pre-packaged reporting, which limits its usefulness right out of the box (although this may be a welcome blank-slate to some who want to create their own reports). The data is readily accessible and exportable, making that easy enough, but it means extra steps to make it useful.
    It is an add-in to Outlook, which means it has (or creates) some quirky faults, failure-to-load, etc. Also, it is very particular about how you roll out updates, requiring a bit of a coordinated process.
    Although it is fully interactive with Outlook, the coordination between Outlook contacts, the eWay-CRM Customer and Contact records, and external emails, can sometimes be ineffective, resulting in duplicate records.

    Jospeh
    Overall rating
    • Industry: Hospital & Health Care
    • 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

    Awesome work for a reasonable price.

    Reviewed on 2022-08-01

    Keeping up with Hospital accounts and Hospital clinics and employees can be an information chase...

    Keeping up with Hospital accounts and Hospital clinics and employees can be an information chase but not with e-way.
    It has been great for doing the same on my manufacturing side of life as well.

    Pros

    I really needed a CRM/Business Contact Manager that is plugged in and could be available from the toolbar in Outlook. It is available on my android or iOS device and other PCs and Mac's.
    The price is perfect for the product and not prohibitive.
    The abilities are deep and very capable.

    Cons

    I have not found anything I have not liked. There are some features within e-Way that I do not have a need to use but nothing, I don't like.

    Showing 5 reviews of 306 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$24.00/month
    • Pricing model: Free Version, Subscription
    • Free Trial: Available

    Premium monthly: $24 per user, per month. Premium lifetime: $369 per user + 15% annual support fee. A free plan is also available.

    eWay-CRM has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

    eWay-CRM supports the following languages:

    Czech, English, German, Norwegian, Russian

    eWay-CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    eWay-CRM integrates with the following applications:

    3CX, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Poll Everywhere, Quickbooks Online, Tableau, TeamViewer, WordPress, Zapier

    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.