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.

Pricing starting from:

US$24,00/month

  • Free Version
  • Free Trial
  • Subscription

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.
  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, Germany, United Kingdom, United States

    Supported Languages

    Czech, English, German, Norwegian, Russian

    Pricing starting from:

    US$24,00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    eWay-CRM Software - All your contacts are in one place with eWay-CRM. You and your colleagues can easily access them whenever needed.
All you need to do is go into the Contacts module. Additionally, every contact is linked to the related company or project.
    eWay-CRM Software - Our workflow is here at your service. Adjust it so that it corresponds with the job your team does. You can also set various workflows for different activities. With each project, you can set due dates and budgets as well as assign roles.
    eWay-CRM Software - With just a few clicks, you can create a quote from your price list, export the quote into your company template, and attach all important phone calls and meetings. Everything is clear, easy to understand, and in one place.
    eWay-CRM Software - eWay-CRM has a set of predefined reports to provide you with crucial information concerning various parts of your business. It spans from company sales statistics all the way to time sheets of a particular colleague.
    eWay-CRM Software - eWay-CRM Web is an online app that runs inside a web browser. You can use any device that’s by hand to access your data.
    eWay-CRM Software - eWay-CRM Mobile
    eWay-CRM Software - eWay-CRM Mobile Quick Access Menu
    eWay-CRM Software - Documents can be stored and managed in eWay-CRM
    eWay-CRM Software - Work reports act as timesheets, enabling users to track hours worked by each employee
    View 16 more
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM Software - All your contacts are in one place with eWay-CRM. You and your colleagues can easily access them whenever needed.
All you need to do is go into the Contacts module. Additionally, every contact is linked to the related company or project.
    eWay-CRM Software - Our workflow is here at your service. Adjust it so that it corresponds with the job your team does. You can also set various workflows for different activities. With each project, you can set due dates and budgets as well as assign roles.
    eWay-CRM Software - With just a few clicks, you can create a quote from your price list, export the quote into your company template, and attach all important phone calls and meetings. Everything is clear, easy to understand, and in one place.
    eWay-CRM Software - eWay-CRM has a set of predefined reports to provide you with crucial information concerning various parts of your business. It spans from company sales statistics all the way to time sheets of a particular colleague.
    eWay-CRM Software - eWay-CRM Web is an online app that runs inside a web browser. You can use any device that’s by hand to access your data.
    eWay-CRM Software - eWay-CRM Mobile
    eWay-CRM Software - eWay-CRM Mobile Quick Access Menu
    eWay-CRM Software - Documents can be stored and managed in eWay-CRM
    eWay-CRM Software - Work reports act as timesheets, enabling users to track hours worked by each employee

    Features

    Total features of eWay-CRM: 191

    • API
    • Access Controls/Permissions
    • Accounting
    • Accounting Integration
    • Activity Management
    • Activity Tracking
    • Ad hoc Reporting
    • Advocate Management
    • Agile Methodologies
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling
    • Assignment Management
    • Auto-Dialer
    • Auto-Responders
    • Batch Processing
    • Bid Management
    • Billable Items Tracking
    • Billing & Invoicing
    • Billing Rate Management
    • Budget Management
    • Buyer Management
    • CAN SPAM Compliance
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call List Management
    • Call Monitoring
    • Call Recording
    • Campaign Analytics
    • Campaign Management
    • Campaign Planning
    • Campaign Segmentation
    • Case Management
    • Change Order Management
    • Charting
    • Click Tracking
    • Client Management
    • Client Tracking
    • Client/Property Matching
    • Collaboration Tools
    • Commenting/Notes
    • Committee Management
    • Communication Management
    • Conflict Management
    • Contact Database
    • Contact Management
    • Contract/License Management
    • Cost-to-Completion Tracking
    • Customer Advocacy
    • Customer Database
    • Customer Segmentation
    • Customer Surveys
    • Customizable Branding
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Data Management
    • Data Synchronization
    • Deadline Management
    • Deal Management
    • Document Generation
    • Document Management
    • Document Storage
    • Document Templates
    • Donation Tracking
    • Drag & Drop
    • Drip Campaigns
    • Due Date Tracking
    • Dynamic Content
    • Email Alerts
    • Email Campaign Management
    • Email Distribution
    • Email Management
    • Email Marketing
    • Email Templates
    • Email Tracking
    • Engagement Tracking
    • Estimating
    • Event Management
    • Expense Tracking
    • File Management
    • File Sharing
    • Filtering
    • Financial Management
    • For AEC Industry
    • For Contact Centers
    • For Financial Institutions
    • Forecasting
    • Forms Management
    • Fundraising Management
    • Grant Management
    • Image Library
    • Interaction Tracking
    • Internal Chat Integration
    • Invoice Management
    • Issue Management
    • Issue Tracking
    • Job Costing
    • Job Scheduling
    • Lead Capture
    • Lead Distribution
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • Legal Case Management
    • List Management
    • Mailing List Management
    • Marketing Automation
    • Meeting Management
    • Membership Management
    • Microsoft Outlook Integration
    • Milestone Tracking
    • Mobile Access
    • Mobile Optimized Emails
    • Multi-Campaign
    • Multi-Channel Communication
    • Multi-Channel Marketing
    • Multiple Projects
    • Nonprofit Advocacy
    • Opportunity Management
    • Percent-Complete Tracking
    • Performance Management
    • Pipeline Management
    • Pipeline Reports
    • Planning Tools
    • Portfolio Management
    • Progress Tracking
    • Project Management
    • Project Planning
    • Project Planning/Scheduling
    • Project Templates
    • Project Time Tracking
    • Project Tracking
    • Project Workflow
    • Projections
    • Quotes/Estimates
    • Real Time Analytics
    • Real Time Notifications
    • Real-time Updates
    • Referral Tracking
    • Registration Management
    • Relationship Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Reporting/Project Tracking
    • Resource Management
    • Role-Based Permissions
    • SSL Security
    • Sales Approval
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Scheduling
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Social Media Integration
    • Spam Blocker
    • Status Tracking
    • Subcontractor Management
    • Subscriber Management
    • Subscription Management
    • Summary Reports
    • Tagging
    • Task Management
    • Task Planning
    • Task Progress Tracking
    • Task Scheduling
    • Team Assignments
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Clock
    • Time Tracking
    • Timer
    • To-Do List
    • Traditional Methodologies
    • Trust Accounting
    • Visualization
    • Volunteer Management
    • WYSIWYG Editor
    • Warranty Tracking
    • Website Integration
    • Workflow Management

    Alternatives

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    Reviews

    Overall rating

    4,6 /5
    (291)
    Value for Money
    4,7/5
    Features
    4,5/5
    Ease of Use
    4,5/5
    Customer Support
    4,8/5

    Already have eWay-CRM?

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

    Write a Review!
    Showing 5 reviews of 291
    Fernando P.
    Overall rating
    • Industry: Management Consulting
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    A+++. The Best CRM Software in the Market

    Reviewed on 2021/03/09

    I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts...

    I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager. The thing was free and Microsoft did not care to update it and discontinued it. I spend 2 to 3 months checking almost all CRM software I could find before selecting one to replace Microsoft Business Contact Manager, as I wanted to make sure I did this only once. I picked eWay-CRM and I picked right. Imported the old database without any issue and set it up and customize it myself, even though I have no IT background. Very easy to set up and to customize.

    Pros

    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.

    Cons

    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.

    Douglas B.
    Overall rating
    • Industry: Utilities
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Tied at the Hip with Outlook

    Reviewed on 2021/10/28

    I've deployed eWay with 2 of our 3 salesmen. Still trying to get a feel for full extent to which...

    I've deployed eWay with 2 of our 3 salesmen. Still trying to get a feel for full extent to which we will utilize it. Eventually, will deploy it to the newer, third salesman -- but not sure that he will utilize. I was disappointed with custom report capability (without SQL programming), but when I learned to use the filters, my needs were met (for now). eWay offered to do the custom programming for a fee, but the bennefit didn't justify the cost. Overall, I appreciate the close integration with Outlook and, at the end of the day, that is what prompted me to select eWay over other alternatives.

    Pros

    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.

    Cons

    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.

    Reasons for Switching to eWay-CRM

    I liked the outlook integration...it didn't force me to change the way I took care of email.

    Response from eWay System

    Hello Douglas,

    thank you for the review. We are happy for your feedback!

    Team eWay

    Nick W.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: Self Employed
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Remote freelance consulting user

    Reviewed on 2022/05/04

    Solid and feaure rich CRM, well planned with minimal "bugs" - that I had expeienced. With timely...

    Solid and feaure rich CRM, well planned with minimal "bugs" - that I had expeienced. With timely and responsive supported from online FAQs and reliable knowledgable personnel when needed.
    Overall gets my vote as an Excellant CRM!

    Pros

    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.

    Cons

    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.

    Radek Č.
    Overall rating
    • Industry: Civil Engineering
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    great tool for Outlook users

    Reviewed on 2021/04/07

    Pros

    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)

    Cons

    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)

    Alternatives Considered

    Dynamics 365

    Reasons for Switching to eWay-CRM

    acceptable price and Outlook integration
    Jan P.
    Overall rating
    • Industry: Civil Engineering
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Satisfied customer

    Reviewed on 2022/03/30

    Using the software for more that 6 years, with growing number of users and still happy with the...

    Using the software for more that 6 years, with growing number of users and still happy with the product.

    Pros

    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.

    Cons

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

    Showing 5 reviews of 291 Read all reviews

    eWay-CRM FAQs

    Below are some frequently asked questions for eWay-CRM.

    eWay-CRM offers the following pricing plans:

    • Starting from: US$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, German, Norwegian, Russian

    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, Phone Support, Chat

    Related categories

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