eWay-CRM

eWay-CRM

132 Reviews

What is eWay-CRM?

eWay-CRM is a solution integrated into the familiar environment of your Outlook from Microsoft. Manageable through a variety of modules, it extends your Outlook to oversee all aspects of your company.

It allows you to track sales, merge e-mails, manage projects, save communications, set up auto-reminders and much more to elevate your established processes.

eWay-CRM® works even offline, all data is automatically synchronized after going online. Available also for iOS and Android phones.

Hosted cloud monthly subscription is available.

We are constantly striving to accommodate industry expectations when it comes to the availability of affordable SAAS CRM solutions for SMBs and Corporates.

You can use our eWay-CRM Free version for single users, alternatively you can try our 30 day Trial of eWay-CRM Premium for multiple users.

eWay System is proud to be ranked in the Top 20 of “Most Affordable CRM Solutions” by Capterra, an independent software review platform.

Be effective! With eWay-CRM in Outlook.

Serchen Index

69.05
10
Employees
189
Subscribers
93
Followers
1,689
Likes

eWay-CRM Key Features

Effective CRM in Outlook

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eWay-CRM Reviews

4.6

Excellent!

132 Reviews

Last reviewed on
27 May 2021

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Thursday, May 27, 2021

“friendly to use, remote assistance works well”
Overall: improve company organization, efficient, friendly to use, remote assistance works well
Pros: project, journal, email, document, POHODA intergation, regular progres in software=updates ... etc
Cons: nothing big, perhaps just limiting the size of the data
Reasons for Choosing eWay-CRM: locally developed with good functionality

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Thursday, February 11, 2021

“eWay improves our sales”
Overall: We use eWay to manage Deals and it has resulted in much more efficient Sales Team meetings and targeted sale work.
Pros: eWay is easy to use. It has more features than our staff require. It has improved our sale team efficiency.
Cons: It was initially a little difficult for some of our sales team to learn how to populate and update Deals.

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Thursday, February 11, 2021

“CRM for Research and Technology Organisation (RTO)”

Overall: 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.

Reasons for Choosing eWay-CRM: There were 10 programs. But the main functionality I was looking for was Outlook integration.

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Wednesday, February 10, 2021

“beginners review”
Overall: We are still in the implementation phase. All is good and well. We are confident that this CRM will be a good support to us. We mainly need lead management, tracking and tracing.
Pros: Great integration with MS Outlook and wide available functionality and customization options.
Cons: I have not seen something yet. Documents will need to stored in the CRM could, links to a server as a solution has not yet been discovered by me.

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Wednesday, February 10, 2021

“eWay for Technical Sales”
Overall: Very comfortable with my sales process - no more wishing that it could be better!
Pros: eWay allows us to use our own established Workflow to take an Inquiry all the way to a completed Project. We are able to see all inquiries sorted into their current Workflow stage We were able to add our own custom fields and modify the layouts to track the detailed specifications required for each inquiry. It was a big deal to us to have a full featured text editor in the software. It has never been easier to take a call from a prospect and pull up the inquiry details for discussion and to progress the solution for them. The ability to save emails to each inquiry is critical and by actually using Outlook is great, I tried other CRM's, but the main failure point in them was how they "sync" with Outlook, in most cases, poorly.
Cons: As the product evolves, I am sure that there will be some additional features such as: - Date/Time stamp would be handy.

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Wednesday, February 10, 2021

“Good integration with MS Outlook / Convenient emails management”
Overall: I was looking for specific CRM features: specific email management, that would allow me to group emails not only per contact but also per deal full integration with MS Outlook to avoid running 2 databases many contact categorization options (e.g. business type, status, cooperation stage) MS Excel friendly data import/export ( I am heavy Excel user) Actually, that was the only cost effective solution I found.
Pros: good integration with MS Outlook very handy emails management easy import / export from/to MS Excel many customization options good helpdesk inbuilt emailing system
Cons: - due to many customization options it takes a while to set it up properly - no integration with online version of MS Office (yet)
Reasons for Switching to eWay-CRM: MS Outlook Customer Manager has been discontinued.

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Wednesday, February 10, 2021

“Best Outlook implemented CRM”
Overall: eWay CRM is integrated very well and stable into Outlook. This integration works even if outlook shares more addons - and that is really important nowadays.
Pros: The tracking of marketing and conversion to chances and projects is the core issue of my professional use. Especially the creation of own custom fields in each area and customization of forms is really helpful. In my opinion all necessary features are included - and more. Even the free version offers very good practicability and is a very good entry point the the software.
Cons: At the first glance, the surface looks a bit old school, but the amount of customization is the counterpart. So all in all not really a con.
Reasons for Choosing eWay-CRM: I am still testing - especially the sync of contacts to outlook in complex scenarios. But if I get convinced about that, eWay is THE option.

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Wednesday, February 10, 2021

“Happy Customer ”
Overall: I really like the solution which perfectly fits my needs!
Pros: Integration into my existing Outlook system, easy use and excellent customer support!
Cons: Occasional Java related errors which require Outlook restart. Latest version caused conflict with one of my Outlook plug-ins which stopped working...
Alternatives Considered: HubSpot CRM
Reasons for Choosing eWay-CRM: Better initial support in eary installation/adoption stage. FYI. If you will, you may use my reference on your company Website. In any case I wish you all the success! Regards Marko

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Wednesday, February 10, 2021

“eWay-CRM Review”
Overall: Overall once you have eWay-CRM setup, it's quite simple to use and maintain data. However, as a CRM it falls short and is not user friendly.
Pros: The ease of tracking emails on contacts and deals has been great. The tasks manager is simple to use and effective. The integration with excel is smooth and works well.
Cons: eWay-CRM is not very user friendly. It's difficult to setup the automation side and is quite outdated in its look and feel. Categorizing contacts and organizations is a chore and there is not an option to sync between them. So if you are looking to carry out targeted mailshots to a group of organizations, then you need to ensure that every contact under that organization is labelled with the specific category.
Reasons for Choosing eWay-CRM: It was the only option that would allow data to be copied over seamlessly from our outdated, unsupported Microsoft CRM.

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Wednesday, February 10, 2021

“eWay-CRM Review”
Overall: Overall once you have eWay-CRM setup, it's quite simple to use and maintain data. However, as a CRM it falls short and is not user friendly.
Pros: The ease of tracking emails on contacts and deals has been great. The tasks manager is simple to use and effective. The integration with excel is smooth and works well.
Cons: eWay-CRM is not very user friendly. It's difficult to setup the automation side and is quite outdated in its look and feel. Categorizing contacts and organizations is a chore and there is not an option to sync between them. So if you are looking to carry out targeted mailshots to a group of organizations, then you need to ensure that every contact under that organization is labelled with the specific category.
Reasons for Choosing eWay-CRM: It was the only option that would allow data to be copied over seamlessly from our outdated, unsupported Microsoft CRM.

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