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eWay-CRM

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.

    • Images

    eWay-CRM Software - Our mobile app helps you be effective on the go. All data is automatically synced to your smartphone so you can work even offline. That's right. If you are somewhere with poor internet, eWay-CRM Mobile still works like a charm.
    eWay-CRM Software - Make sure you won't miss our free PowerBI Sales Executive Dashboard. It's a great tool that helps you stay on top of your sales activities. Just give it a try. It's free.
    eWay-CRM Software - Use eWay-CRM Online if you need to work outside Outlook.
    eWay-CRM Software - Make sure you won't miss our free PowerBI Sales Executive Dashboard. It's a great tool that helps you stay on top of your sales activities. Just give it a try. It's free.
    eWay-CRM Software - Our mobile app helps you be effective on the go. All data is automatically synced to your smartphone so you can work even offline. That's right. If you are somewhere with poor internet, eWay-CRM Mobile still works like a charm.
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    eWay-CRM video
    eWay-CRM Software - Our mobile app helps you be effective on the go. All data is automatically synced to your smartphone so you can work even offline. That's right. If you are somewhere with poor internet, eWay-CRM Mobile still works like a charm.
    eWay-CRM Software - Make sure you won't miss our free PowerBI Sales Executive Dashboard. It's a great tool that helps you stay on top of your sales activities. Just give it a try. It's free.
    eWay-CRM Software - Use eWay-CRM Online if you need to work outside Outlook.
    eWay-CRM Software - Make sure you won't miss our free PowerBI Sales Executive Dashboard. It's a great tool that helps you stay on top of your sales activities. Just give it a try. It's free.
    eWay-CRM Software - Our mobile app helps you be effective on the go. All data is automatically synced to your smartphone so you can work even offline. That's right. If you are somewhere with poor internet, eWay-CRM Mobile still works like a charm.

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    Reviews

    Overall rating

    4.6 /5
    (528)
    Value for Money
    4.6/5
    Features
    4.5/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.7/5

    Already have eWay-CRM?

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

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    Showing 5 reviews of 528 Read all reviews
    Showing 5 reviews of 528
    Rupert
    Overall rating
    • Industry: Computer Software
    • Company size: Self Employed
    • Used Weekly for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 8.0 /10

    The Customizable CRM Platform That Meets Your Business Needs

    Reviewed on 29/04/2023

    My overall experience with setting up eWay-CRM for the client was highly favorable. The platform's...

    My overall experience with setting up eWay-CRM for the client was highly favorable. The platform's installation and configuration were straightforward, and the wealth of customization options empowered me to adapt the platform to the client's unique requirements. Although certain advanced features might demand supplementary training or assistance, I believe eWay-CRM is an excellent option for any organization seeking a customizable and user-friendly CRM platform

    Pros

    Among the aspects I appreciated most when implementing eWay-CRM for a client was the seamless installation and configuration process. The platform's setup wizard proved to be user-friendly and intuitive, making the installation swift and hassle-free. Moreover, the integration with Microsoft Outlook facilitated the setup and customization of the client's email and calendar integration.Additionally, I found the extensive customization options offered by eWay-CRM to be truly commendable. The ability to adapt the platform to the distinct needs and workflows of the client was a significant advantage. Consequently, I managed to create tailor-made fields, views, and workflows that impeccably catered to the customer's specifications

    Cons

    In line with my experience utilizing the platform, I faced no substantial challenges or setbacks during the eWay-CRM setup for the client. Nonetheless, I observed that some of the more sophisticated customization options could be slightly intricate for non-technical users. As a result, it might necessitate some guidance or training to ensure these features are configured accurately and function as intended

    Colin
    Overall rating
    • Industry: Financial Services Software
    • 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 9.0 /10

    Exceptional value for money when comparing the features. Especially for the lifetime licence.

    Reviewed on 03/05/2023

    Great service, convenient and value for money.

    Great service, convenient and value for money.

    Pros

    Extremely convenient despite the broad array of features.

    Cons

    I find some of the customizations a little challenging to achieve exactly what I was hoping for.

    Alternatives Considered

    Zoho CRM and HubSpot CRM

    Reasons for Choosing eWay-CRM

    was battling to find a central customizable system within our budget.

    Reasons for Switching to eWay-CRM

    The convenience, integration with outlook. Once all the features were considered on the other products, you need to be at the top tiers and then the price comparison isn't a comparison.
    Miroslav
    Overall rating
    • Industry: Civil Engineering
    • 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 5.0 /10

    Recenze

    Reviewed on 16/03/2023

    Sometimes frustrating because synchronization often turns on after closing and opening the whole...

    Sometimes frustrating because synchronization often turns on after closing and opening the whole OutLook.

    Pros

    Integration into OutLook makes it easier to connect orders from mails to more complex data.

    Cons

    It is slow compared to other services and for its age.

    Verified Reviewer
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 501–1,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    eway became a key tool for me

    Reviewed on 15/09/2023

    Pros

    It is getting better with every new update. It has been a great help so far, but some of the new features really helped me organize my project pipeline even more and properly analyze the data. With connected PowerBI, reporting is on another level.Also, as I got used to it, it does not take much of my time to do what I need. Some of the system shortcuts have been helpful, as well as different grid viewing options.Integration with Outlook is smooth.

    Cons

    I cannot thing of anything negative that would bother me.

    Romans
    Overall rating
    • Industry: Shipbuilding
    • 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 7.0 /10

    eWay-CRM

    Reviewed on 10/03/2023

    So far everything is nice, it has many more features than basic CRM that everyone is offering as...

    So far everything is nice, it has many more features than basic CRM that everyone is offering as well as the customer support is very nice!

    Pros

    Customization of filled forms and ability to make form fields as needed.

    Cons

    There are some areas where it could be more flexible, for example some fields like type are build in. Other thing is that you cannot add "days left" field for deals or projects, but just for tasks.

    Alternatives Considered

    Pipedrive

    Reasons for Switching to eWay-CRM

    First and the most important, eWay CRM lets you work in outlook and use several outgoing mail adresses. Many CRM`s lets you use only one outgoing mailbox, that really limits usage. Other products are very limited in customization part as well. Microsoft for example gives such flexibility but in the end it costs much more.
    Showing 5 reviews of 528 Read all reviews

    eWay-CRM FAQs

    Below are some frequently asked questions for eWay-CRM.

    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.

    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

    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

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