eWay-CRM

The Best CRM for Microsoft Outlook

4.6 /5 (119 reviews) Write a Review!
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eWay-CRM Overview

What is 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.

eWay-CRM Overview

Pricing

Starting from
US$28.00/month

Pricing options

Free Trial
Free
Subscription
Value for money

Premium monthly: $28 per user, per month.
Premium lifetime: $399 per user + 18% annual support fee.

A free plan is also available.

View Pricing Plans

eWay-CRM Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, Germany, Brazil
Supported Languages
Czech, English, German, Norwegian, Russian

Media

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
eWay-CRM video eWay-CRM video eWay-CRM video eWay-CRM video eWay-CRM video eWay-CRM video eWay-CRM video 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

eWay-CRM Reviews

eWay-CRM Reviews

Read all reviews
Overall rating
4.6
/
5
Excellent
79

Very good
36

Average
4

Poor
0

Terrible
0

Value for Money
4.8
Features
4.4
Ease of Use
4.5
Customer Support
4.9
97% recommended this app
Read all reviews
Verified Reviewer

One of the best CRM I ever used

I'm glad we're using eWay-CRM. It helps a lot and it saves time.

Read all reviews
Karel S.

eWay review

It is working as we need. Mostly eWay support team are faster than us :)

Read all reviews
Joe V.

MS Business Contact Manager Replacement

This has been a wonderful tool for a individual as free option.

Read all reviews
Petr J.

eWay review after several months of use

Read all reviews
Peter F.

More than pleased

I am really pleased with my e-way experience. Keep up the good Work!

Read all reviews
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Verified Reviewer
Industry: Marketing & Advertising
Company size: 2-10 Employees

One of the best CRM I ever used

Used Daily for 1+ year
Reviewed on 2020-11-02
Review Source: Capterra

I'm glad we're using eWay-CRM. It helps a lot and it saves time.

Pros

customizable
bulk emails
project planning
reports
workflow automatization
quotations and inquiries
great customer service

Cons

none, after almost two years I'm still happy, they update frequently and are always ready to help

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

eWay-CRM
eWay-CRM

The Best CRM for Microsoft Outlook

Visit Website
Karel S.
Industry: Medical Devices
Company size: 2-10 Employees

eWay review

Used Daily for 2+ years
Reviewed on 2020-08-04
Review Source: Capterra

It is working as we need. Mostly eWay support team are faster than us :)

Pros

Adaptability by myself - for most edits I don't need contact support

Cons

Bugs from MS Outlook are transferred to CRM

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

eWay-CRM
eWay-CRM

The Best CRM for Microsoft Outlook

Visit Website
Joe V.
Industry: Hospital & Health Care
Company size: 51-200 Employees

MS Business Contact Manager Replacement

Used Daily for 1+ year
Reviewed on 2018-12-11
Review Source: Capterra

This has been a wonderful tool for a individual as free option.

Pros

- plugs in directly to local outlook instance with tool bar/ribbon icon for company or contact input.
-supports parent child relationship between company's and contact's
- allows image import for profile pic.
-no custom fields with free version

Cons

- does not allow contacts in multiple company profiles with same email.
- does not encrypt data at rest.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

eWay-CRM
eWay-CRM

The Best CRM for Microsoft Outlook

Visit Website
Petr J.
Industry: Real Estate
Company size: 2-10 Employees

eWay review after several months of use

Used Daily for 6-12 months
Reviewed on 2020-09-17
Review Source: Capterra

Pros

I like most how eWay is flexible, customizable. Integration process in our firm was quite easy with the help of eWay experts.

Cons

I would welcome if eWay was natively ready to connect to other system in order to share data, for example inventory managed in the accounting system, or if there was better support from eWay to do this connection via API.
Also mobile APP could be improved, such as better documents management, support of another modules (Goods, etc.).

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

eWay-CRM
eWay-CRM

The Best CRM for Microsoft Outlook

Visit Website
Peter F.
Industry: Medical Devices
Company size: 2-10 Employees

More than pleased

Used Weekly for 6-12 months
Reviewed on 2019-09-27
Review Source: Capterra

I am really pleased with my e-way experience. Keep up the good Work!

Pros

It’s easy, adoptable and fits all users. For us as a small company it’s in the right pricerange and has all the features we need.
We use it most for to keep track of our customers and soon to be customers towards sales and marketing tasks.
And a big shout out for the technical support!! The responsetime is quick and proffessional and always bring the right answers.

Cons

No comment really! I’m all over pleased.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

eWay-CRM
eWay-CRM

The Best CRM for Microsoft Outlook

Visit Website
User recommendation
9.1/10
Based on 119 user ratings
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eWay-CRM Pricing

eWay-CRM Pricing

Starting from
US$28.00/month
Free Trial
Free
Subscription
Value for money

Premium monthly: $28 per user, per month.
Premium lifetime: $399 per user + 18% annual support fee.

A free plan is also available.

View Pricing Plans

Premium monthly: $28 per user, per month.
Premium lifetime: $399 per user + 18% annual support fee.

A free plan is also available.

View Pricing Plans
Value for Money
4.8/5
Based on 119 user ratings
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eWay-CRM Features

eWay-CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.4/5
Based on 119 user ratings
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Categories

Categories

Additional information for eWay-CRM

Additional information for eWay-CRM

Key features of eWay-CRM

  • Automated reminders
  • Automatic notifications
  • Automatic task generation
  • Calendar sync
  • Campaign analytics
  • Communication history
  • Contact management
  • Custom fields
  • Custom reporting
  • Customer segmentation
  • Customizable workflows
  • Data import
  • Deadline tracking
  • Document templates
  • Drag-and-drop interface
  • Email tracking
  • Lead tracking
  • Offline access
  • Project management
  • Quotation management
  • Sales analytics
  • Targeted marketing campaigns

Benefits

  • 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.

    • eWay-CRM FAQs

    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?

    eWay-CRM offers the following features:

    • Automated reminders
    • Automatic notifications
    • Automatic task generation
    • Calendar sync
    • Campaign analytics
    • Communication history
    • Contact management
    • Custom fields
    • Custom reporting
    • Customer segmentation
    • Customizable workflows
    • Data import
    • Deadline tracking
    • Document templates
    • Drag-and-drop interface
    • Email tracking
    • Lead tracking
    • Offline access
    • Project management
    • Quotation management
    • Sales analytics
    • Targeted marketing campaigns

    Q. Who are the typical users of eWay-CRM?

    eWay-CRM has the following typical customers:

    Small Business, Large Enterprises, Non Profit, Freelancers, Mid Size Business

    Q. What languages does eWay-CRM support?

    eWay-CRM supports the following languages:

    Czech, English, German, Norwegian, Russian

    Q. What type of pricing plans does eWay-CRM offer?

    eWay-CRM has the following pricing plans:

    Free, Subscription

    Q. Does eWay-CRM support mobile devices?

    eWay-CRM supports the following devices:

    Android, iPhone, iPad

    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, WineDirect, Wordpress

    Q. What level of support does eWay-CRM offer?

    eWay-CRM offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials