We use eWay CRM mainly for its efficient way of client´s database and reporting. Both perfect.
- all in one place
- easy to search
- great, because it´s all synchronized
- perfect customer support
- keeps our client´s list active with no number limits of contacts and still finds the contact in 2 seconds
- gives us customized reports and view on employees attendance
- sometimes it takes a time to load (especially remotely)
- takes a space on the server
- employees don´t like it because filling the attendance is time-consuming. Although when it is used every day, it is doable even for them and the reports are perfect afterwards :-)
- for some employees it might seem a little bit more sophisticated, therefore they need more training and explaining
THE BEST Outlook integrated Sales & Marketing management tool
The product & support are fantastic.
The seamless interface with Outlook, to easily add & create leads & projects on the fly. Abilityto set reminders & also create marketing campaigns using this product makes it far more feature packed than many other higher profile products.
Sometimes the synchronisation fails & it needs to be restarted again but that happens 1 in 10 times so its not a major deal anyway.
A silmpe user-friendly CRM
Winner! eWay has developed a solid, intuitive and cost effective CRM.
We could go on and on about how much we like eWay CRM. A few points that sold us: embedded in Outlook so training is minimal, value, customization without the need to have a computer engineering degree, and OUTSTANDING customer service! Email the CEO, he will email you back personally.
For an American company, one need not worry about support. I am not sure the staff at eWay even sleep, because we get help in minutes most often regardless of what time it is.
This software could be customized for any business. We happen to be an engineering and manufacturing company that develop projects for years with massive amounts of email traffic and data to keep organized before a contract is ever executed. eWay has made this task much easier.
You want them to customize it for your business needs, just ask them. We suspect there is so much more eWay can do to make our lives easier but we have just got started.
FYI, we have used some of the big names CRM's in the past and grew tired of the app game, a whole new platform to learn, add on's for this and that. It was just to complicated and expensive. eWay just works and works well.
Embedded in a familiar tool, Outlook.
They need a Android and Apple app (I understand these are being developed). Folders for documents should be more Windows native, folders, sub folders, etc., in lieu of categories.
No way to customize reports.
I like it
i like tha fact that the software is connected to microsoft outlook. Another benefit is having a well working mobile app. Stas and reports are also a good feature.
I would like for this sofwtare to implement a way of monitoring company vehicles. I might also appriciate a newsletter with latest changes since i am a busy man and have only a little time to learn about them on my own,
Top Flight Professional Program
The E-Way Technical staff have taken suggestions for individual improvrments or modifications and either incorporated them into the main program, or devised suitable local workarounds. Without Cost.
The fine tuned program works in our small business environment. The virtually immediate technical advice and guidance is highly valued, well informed and most importantly “Freely Provided” without additional charges to the user.
None that are of meaningful importance.
Very practical and intuitive solution to the corporate database of customers, employees and goods.
Attendance system. Project management. Employee management. Detailed database of projects, companies, goods and more.
Supervision of employee attendance and status of ongoing projects. Project management. Property database.
Usual users will not be able to use it without basic training. I have nothing else to write. It's a good system.
Best CRM Out There
Great support. Great people. Great product. I am glad I found eway-crm.
The ability to work within Outlook while still having the flexibility to create fields and processes relevant to me.
I would like to see some ability to graphically represent tasks.
Easy to use, compact, unproblematic
Overview of tasks and their status for all users.
Simplicity of use, integration into outlook, clarity. Database items can be customized to the user.
Reports are not always clear. Sometimes there are problems with the database and the intervention of the service department is required.
eWay - CRM Product Review
eWay - CRM is a great product and we have been using it for 5 years and have no complaints. Don't let the time difference or the language barrier discourage you from purchasing it. The staff is excellent and speaks and writes English excellent and always works around the time difference.
Ease to use
Easy to use, integrated into Outlook, offline mode
eWay is integrated into Outlook and working with it is intuitive. Offline mode is very important for the business. Implementation of the server part is simple.
Initial client / server synchronization takes a long time if there is a lot of data in the database. Fortunately, this happens only when you reinstall your PC. It's the price for offline mode.
I went over on the data limit on the free version and it was very simple to upgrade.
This software helps me keep track of prospects and clients and the communication that I have with them including attachments.
Very flexable and works great with outlook. I love the ability to have multiple devices access the database as well as my mobile phone.
I have not found anything yet. The initial setup was a little time consuming as I was trying to merge Microsoft Business Contact manger and some of the headers in the file needed to be fixed
Very pleased with the ease of learning and the ease of migrating from BCM.
Automatically backs up to the cloud. The Journal module allows me to make notes of meetings and phone conversations easily and attaches each one to the contact. Having a history of all email and other conversations available on each contact's page. Ease of entering new contacts. When I open Outlook... eWay is there and ready to go.
I'd like to see more tutorials and examples of how others in a similar biz are using the product. More guidance in how each module might or might not be of benefit to me. For my particular biz, I would like to see at least 2 classes of contacts... ex. Company contacts (referral sources) and Individual contacts (clients/customers)
Correct Tool For My New Business
Reviewed 3 CRM packages. The two must have features were interface with M-Outook and print out notes by prospect. Both features are present. The detailed notes/reports were exactly what I need. Many ways to incorporate notes into the Customer files. The bonus is the core features to track many key events is part of the package. Customer support to help me understand the e-Way approach to documentation of events was most helpful. Good job to all who helped me. Thank you.
To many to list. Easy to use. Learning curve, for me was low.
I like to pay annual fees. Currently only monthly.
This is the CRM we have been looking for! We wanted an Outlook based product with a good mobile app
It keeps important customer information at our fingertips, whether we are in the office or on the road. With half of our staff on the road all day, the eWay iPhone app is killer for us!
A search that actually works! Not weighed down with feature bloat. Record linking for contacts, events, documents, etc. The support is GREAT and responsive!
The mobile app does not 'scale' on an iPad. While there is a web version for the iPad, our preference is the mobile app that is used on the iPhone.
It has helped to organize information about contacts, marketing and business opportunities
Organization, e-mail integration, it is easier to generate marketing and sales reports, integrates project control
I like most its features and varied functionalities, its integration with Outlook, the possibility to parameterize the reports
I do not like the difficulty to update information in batches about companies and contacts. Also, it slows down Outlook. It is not an easy tool to use.
We are managing sales and customers through eWay-Crm
The eWay-Crm is very affordable conpare to other CRM and the best thing about it is that in itegrates with outlook very easily
The eWay-crm is very good and i had not found any dislikes in it till ye it is working very fine for mr
MS Business Contact Manager Replacement
This has been a wonderful tool for a individual as free option.
- 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
- does not allow contacts in multiple company profiles with same email.
- does not encrypt data at rest.
Well planned, very progressive
An excellent product which integrates into multiple office programs as well as multiple versions. The ability to customise workflows, add fields and now even change the look and feel of each form is brilliant. We are a niche business with specialized workflow, eway now integrates into out internal tracking system so sales staff have real-time customer data. the team have helped develop custom reporting and solved any technical issue very promptly. their updates are full of new features and improvements which are designed for users and managers. a well thought out product with great progression.
Well done, keep up the great work.
ability to customise, integrates into outlook, new mobile app and automated objects.
Out of the box reporting is a bit limited, relational hierarchy can be a bit tricky to get your head around at first, however has some excellent advantages once you do
Doesn't cover all our needs, but for its price its very good.
Its affordable. Easy to implement and teach.
There is mobile app for android and ios.
People behind customer support are skilled and kind.
User experience: you can customize some stuff, like adding fields of different types, conditional formatting, possible to disable parts you don't use
Custom changes are pricey.
Mobile app doesn't have all function like in OT.
Customer support can take sometimes few days to get to your problem.
User experience: not very user friendly entering attendance, added custom fields are mostly not visible in filters across system (which can be pain to find what you are looking for), Reports are mostly useless, while moving to another pc not all settings are moved
CRM system eWay has been used in our businees department for more than 2 years.
eWay is our 2nd CRM system supplier - after the 1st experience, we are EXTREMELY satisfied...shared companies, contacts, leads, projects etc. make it easier for each department to communicate with each other. We appreciate the speed and flexibility of all eWay -team members when setting up eWay system for our business according to our special requirements. In particular, the first implementation, which was processed with Mr. Lalinský´s personal participation by us. Everyday work with eWay is really easy and replaced obsolete paperwork.
The eWay CRM is very clear, intuitive and easy to understand for all users
Easy use and implementation, in our company used mostly for project management
Sorting of information that is connected with concrete project.
Users do not need to learn about new working environment, all modules are naturally connected with Microsoft applications (Outlook, Excel, Word) that we mostly use. Easy administration of users and system behavior. Easy modification with respect to specific needs.
The system is not integrated (but maybe it can be) with ERP system that we use. It cannot be easily used as knowledge base for a specific business that we work in.
Once you start using, you are organized
Better follow up of business cases, shared information in team.
I like the connection between emails and cases, all is in the loop, even we don't use all features of the software. Sharing information across the team is crucial.
I would like use better the connectivity between cases and company details, because it is easier to fill all data when the opportunity starts then later. I'm sure there is a way how to do it , maybe just more practicing.
Before installing Eway I changed 3 crm. For consulting company as LOGICON it is the best choice
Fast and simple overview of all bussines activities.
Integrated part (add-on) of MS Outlook.. User set up of workflow for leads and projects. Mobile application.
Multi items purchase invoice is not possible to split among the several projects during automatic import from accounting system. But this leak doesnot limits our procesess.