
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
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Reviews
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- Industry: Construction
- 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 9.0 /10
Great customer service
Reviewed on 10/03/2023
Great overall experience.
Great overall experience.
Pros
The customer service at this company has been fabulous. They’ve answered each and every question I’ve posed to them great team to work with.
Cons
I wish the contact management software would integrate with our Verizon phone system. It does integrate with some phone systems I believe, but just not this one. That might be due to complexities of Verizon.
- Industry: Business Supplies & Equipment
- 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 7.0 /10
eWay long experience
Reviewed on 06/04/2023
Overall satisfied
Overall satisfied
Pros
Possible integration with other SW (accounts, email campaigns), Custom form designer available for admins, sharing useful views on database, reporting, trouble-free SW updates, Outlook integration and email management, Guides for effective operation in Outlook (MS office) and implementation of time management advices into a guide designed arround eWay. Mobile app available for basic contact/lead management
Cons
Word export templates are typically longer to setup process. Missing possibility to see selected customer locations in a map, graphical scheme with stage of lead in a pipeline
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Customer Support Software
- Likelihood to recommend 5.0 /10
eWay
Reviewed on 14/12/2021
it has been ok not been the most slickest CRM I have used but it does have some nice features to it...
it has been ok not been the most slickest CRM I have used but it does have some nice features to it which compensates for some of its clunkiness
Pros
I like how the outlook integration works for setting callbacks to keep you organized
Cons
It crashes quite a bit or logs you out after a certain time of inactivity, I also don't like how the the contact and company information are in 2 different parts of the system, would be better on one view
- Industry: Plastics
- Company size: 51–200 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Easy way - it is e-Way
Reviewed on 14/03/2023
It is great, user friendly tool, which allows us to manage our relationship with customers.
It is great, user friendly tool, which allows us to manage our relationship with customers.
Pros
It is fully integrated in MS Outlook and therefore very easy to use.
Cons
Nearly nothing. There were just time to time problems, when Outlook didn ´t allow start the e-Way add-in.
- Industry: Information Technology & Services
- 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 9.0 /10
eWay-CRM - Best CRM solutions for Outlook Users
Reviewed on 07/04/2023
The smooth interface with Microsoft outlook, which is our primary tool, is crucial. We do not...
The smooth interface with Microsoft outlook, which is our primary tool, is crucial. We do not require logging into and using a different systems. Overall happy with eWay- CRM tool.
Pros
information on the status of projects is simple, to handle and is constantly available in outlook. workflow and methods for integrating eway with other systems have been carefully considered.
Cons
Sometime issue related java scripting, and restart the outlook. The most recent version interfered with one of my outlook plug ins, causing it to stop working.
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: $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.
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, 1,001–5,000
Q. What languages does eWay-CRM support?
eWay-CRM supports the following languages:
Czech, English
Q. Does eWay-CRM support mobile devices?
eWay-CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does eWay-CRM integrate with?
eWay-CRM integrates with the following applications:
3CX, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Poll Everywhere, Quickbooks Online, Tableau, TeamViewer, WordPress, Zapier
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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