eWay-CRM Reviews

Things that I like the most: 1. Customization. You customize the forms, the views, the database, the workflows, and everything and use them whatever way you want to use them. Really. 2. The breadth of features. Whatever you want to do, eWay-CRM has a way to do it. 3. Customer service. You call customer service in the USA any time during working hours and [SENSITIVE CONTENT HIDDEN] will pick up the phone in 5 seconds and solve your issue pronto. 4. The stability. Windows 10 and Office have dozens of updates and changes. You can always count on eWay-CRM to be there, stable, available 100% of the time. 5. Reliability. Everything is backup in the cloud instantly. My data is safe.

I like eWay-CRM so that much that I cannot think on anything to change, except some very minor icon function changes I suggested in the online forum. Has not been changed because fellow users did not agree with my suggestion. I can live with that and recognize that that only changes with a lot of users support can be implemented.

We absolutely wanted (and found) an add-in to Outlook that would prompt for Sales Lead association upon sending an email. We can go about our normal business and it will prompt us for association -- as long as the contact is in the database.

Cost is higher than expected....but partly because I have to pay for extra storage.
- When we associate an email (or email chain) with a Sales Lead, all of the messages with that lead are stored on eWay.
- The problem is that we send and receive many large attachments.
- We wish there was a way to not store attachments.

Since the begining it has been a well thought out intuitive CRM system that over the period of use has been updated and improved based on user feedback to ensure E-Way continues to provide advanced useful features. The software is intuitive with tools and features well placed on-screen's real-estate.

Perhaps more integration between Account and Contacts WRT the account's contact profile management wrt internal circle of politics! Since major account management heavily relies on the interaction between internal managers to progress deals and projects.

outlook integration (easy to implement for outlook users)
contacts, companies and leads management is great both for sales purposes as well as for statistics
email categorization
marketing campaigns work great there (both professional and classic emails)

mobile app works good and it is fast but email preview is limited and attachments are missing there
office 365 integration is missing - then document management would be much easier
sometimes search tool works slowly
task management might work better (e.g create task for multiple users)

Most important is the seamless integration with MS Outlook, which is our main tool. We don't need another system to log in and to work with. It helps with integration and motivates users to work with the CRM system without troubles and helps keeping all the data and proceses tidy and up-to-date.

Sales statistics could be better. We use our own system.

There are two features that are really fantastic; the first is the absolute integration with Outlook and office, which is seamless and intuitive, the second is the granular possibility to modify and add fields and steps in the various modules so the software can adapt perfectly to the business procedure of every company.

There are minus features that can be improved as the possibility to modify fields when they are displayed in lists.

eazy to use, the best value for money, Sales rep. like it, especialy a mobile version, which helps them to be up to date while the
y are on the business trips

Honestly, I haven't found anything like that

Integration in outlook, real database behind, customizable for our needs

That it is necessary. Outlook should work like this out of the box.

Easy to use and very handy! perfekt integration to Outlook!

nothing!
Everthing is perfekt, also the Support for moving Database and implemantation

This CRM is completely implemented in your Outlook application, so you don't need to open any additional software...

System is little bit slower in some ways

eWay-CRM provided complete and affordable turn key migration of my 2013 Microsoft Outlook with Business Contact Manager database [Microsoft SQL server .bcm formatted database] to their CRM program. Most of their competitors did not.

The dashboard/display format for both Company and Contact information is complete and easy to change information fields. A photo field for each contact is displayed in both the laptop and phone App device. Having the photo integrated into the contact fields of my Apple iPhone App was very important in my decision to select eWay-CRM. Likewise, a key feature to be able to customize both the Company and Contact main dashboard/display view was important. Their software is very simple to both add and position the field on each page. For example on the main contact page I added a field to list the contacts' spouse and children plus a "general note field" to the right of the contact's name, company, physical address, email address etc.

After a 1/2 hour online training session with one of their Customer Success Representatives and with the help of their excellent youtube tutorial videos, I found the Marketing Campaign/Bulk email setup intuitive and relatively easy to complete. Simple metrics of the number of people who received a campaign/bulk email are provided plus mailing errors are placed in your email inbox at no additional charge.
Management reports to review members of your marketing/sales team activity are sufficient for my review.

Base on my current knowledge of the eWay-CRM software program, I have, to date, not found a method to link an email within my inbox to a one or more contacts other than the contact who sent me the message. I believe a feature where you can search for any contact within your database to attach a copy of this email message to their email history is of value. Currently, I copy and paste the "email text" within a journal entry for the contact that I want to record/link the email. This method involves several extra steps and is time consuming.

It is well integrated with Outlook . As a result I don't have to worry about smooth and consistent synchronization with Outlook which was sometimes the case when using another CRM program.

Not much complaints with the program itself. However, I believe there is a lack of attention to detail with invoices. For example, was sent an invoice for trial period after being told it was free and we had to send multiple emails to have this addressed and charge reversed. Also when there was a simple mistake made of deleting a contact while trying to delete a note, was initially charged for 2 hrs labor to restore contact which seemed excessive (the charge was amended to 1hr labor after further inquiry).

Virtually limitless customization options, and normally easy to accomplish. I like the ability arrange the views according to my desired (economy of) placement. The Search and Bulk Change functions respond very rapidly. The ability to export contact data and notes, etc. is very attractive for HIPAA compliance and retention purposes. Ditto the ability to attach all kinds of interactions and documents to specific clients is excellent. And the price--is very reasonable for all the value, AND THE SUPERB TECH SUPPORT PROVIDED so cheerfully and rapidly!

I think that the email marketing templates' designs could be expanded and enhanced, and the actual customization tips/instructions could be expanded and in some cases more clear.

We want a CRM that would integrate with Outlook and be available on on iPhones. We looked at a variety of options ... tried several. Once we found eWay, we have never looked back. We have changed computers and phones several times since getting eWay and have sucessfully updated eWay on the new devices. On the few occasions we needed customer support, we were very pleased with the help received.

The admin panel is a little confusing.

Integration with Outlook making interaction with eWay similar to how one navigates Outlook. Most outlook plugins I use or had tried take a significant performance tall on Outlook, but eWay is barely noticeable after initial startup time. Once or twice a week eWay seems to be bringing outlook to a halt but Outlook restart remedies this situation.

If you have a simple "how to" or "why not working" question you can expect a relatively prompt (2 - 12 hour) response.

1. the tutorials and eWay admin configuration screens refer to the same modules and objects within eWay by different names make understanding of the explanations confusing.
2. eWay does not support a concept of working with your company's global, centralized and shared contract database that is supported by MS Exchange via shared public contact(s) folders. Thus, every contact change made by one eWay user has to synchronized to all other users's MS Exchange's personal contact folders.
3. If you are reaching out to eWay to have them set up of repair not-working functionality expect to sent week on sending and reseeding your emails asking eWay to give you at least any response.

It's not just that eWay-CRM sits on top of MS Outlook, there are many other add-ins that do that; its that it's been designed to work 'within' Outlook the way that most Outlook users 'think' and work that makes it so appealing for professionals of a certain age who grow up using Outlook 2007, 2008, 2010, 2013 and 2016. It feels like 'home', renovated without spoiling the original 'wood floors and period features.

The lack of ability to provide its models and menus with alternative display names/headings is disappointing. The default names of "Deals" and "Projects" don't lend themselves well to certain categories of work or geographical preferences. For instance, we would prefer to use "Enquiries" instead of "Deals", and "Cases" instead of "Projects" in some circumstances.

Does everything a small sales office needs in the free version. Very flexible and getting better all the time.

I needed a couple of hours on the phone with Eway to get the hang of what goes where and why but once I had that figured out implementation has been full steam ahead.

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 .

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.

What I like about "eWay" is the ability to customize the view, change individual fields and their groupings. Also saving views and quickly switching between them. Quickly moving columns and using filters. Possibilities to generate reports from tasks, diary or schedule for example invoicing, daily work done.

I like the technical support that responds quickly and professionally. The problem is usually fixed quickly and with the help of remote control of my PC.

The main thing that bothers me about working with "eWay" is the jamming of the whole system, including Outlook itself, when I need to filter for example a job when trying to create a new task or diary, etc.I have been provided with remote assistance several times, but despite efforts to resolve this issue, this error still occasionally manifests itself. It seems to me that the problem arises when outlook itself synchronizes my mail.

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

Bugs from MS Outlook are transferred to CRM

- The ease of installation and integration with MS Outlook, the mobile app that automatically synchronizes with the database (when I save new companies/contacts on my desktop, the phonebook/call log on my phone is automatically updated - so I dont have to save new phone numbers in my phone manually).
- I like the email and daily activities (calls, events, notes) logging.
- Also, the ability to attribute different parameters to companies and contacts is good and then grouping/filtering based on given criterias helps a lot

Once, I managed to delete whole company instead of just deleting one contact - I did not know you need to open the contact in separate window - not just highlight/mark it in the company window. That would make things a bit faster and easier as a hint for future. However, the database is being backed up every night and all the data had been restored by support team the same day.

It works... all the time. Sounds like a basic, but contact software can often be flakey. This platform is very stable. Other positives, very easy to learn, runs fast, doesn't take a lot of key strokes to do most tasks.
Also, they are always updating it.

There are no major outages on how we use it.
Small things. Stronger custom reporting. I wish the Journal calendars were better integrated.

I evaluated numerous CRM tools for our small business. eWay-CRM I felt provided the best value out of all of them. Their customer support is exceptional! What I really enjoyed was their patience with us. They provided a free trial, reached out to us for support on multiple occasions. They really do want to make sure that this is the best tool for you. A lot of fabulous features at your finger tips.

Had some issues with install but nothing that they were not willing to help troubleshoot and resolve. I would consider this a minor con, but their support was wonderful!

I especially appreciate the direct integration in Outlook. I replaced the discontinued Microsoft BCM software with eWay CRM and had I known about it earlier I would have changed earlier. eWay CRM is far better in many ways.

I have not really encountered any real cons, but I really wish they would implement a timer in the call history journal to make things a bit easier when tracking calls. The current method is fine, but a timer would make eWay CRM just about perfect for me.

One of the smartest add-ins into Outlook, truly adding value to the most widespread, important groupware client and something Microsoft should have done longtime ago and failed.
It does what it should do. It is stable, integrates elegantly, is easy to customize, works through cloud sync and can be used offline. App is great as well. Service is very responsive.
It has an exceptional design for smaller organizations, our users love it. You only need one client - Outlook with eWay-CRM. Also, great value for money.

It only runs on Windows desktops, but supports Iphone and Android. We solved the problem on Apple desktop with Parallel Windows emulation. It works.

As a company and a user you need to understand the concept and limitations of an Outlook integrated solution vs a stand-alone, web-based solution. Understand this and if you can live with that, eWay-CRM is great.