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.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Australia, Canada, Germany, South Africa, United Kingdom and 1 others

    Supported Languages

    Czech, English

    Pricing starting from:

    US$24.00/month

    • Free Version
    • Free Trial
    • Subscription

    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.
    View 6 more
    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.

    Features

    Total features of eWay-CRM: 185

    • API
    • Access Controls/Permissions
    • Accounting
    • Accounting Integration
    • Activity Tracking
    • Ad hoc Reporting
    • Advocate Management
    • Agile Methodologies
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling
    • Assignment Management
    • Auto-Dialer
    • Autoresponders
    • 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
    • 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 Insurance Industry
    • For Nonprofits
    • For Real Estate
    • For Small Businesses
    • For Startups
    • Forecasting
    • Forms Management
    • Fundraising Management
    • Grant Management
    • Image Library
    • Interaction Tracking
    • Internal Chat Integration
    • Issue Management
    • Issue Tracking
    • Job Costing
    • Lead Capture
    • Lead Distribution
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • List Management
    • Marketing Automation
    • Meeting Management
    • Membership Management
    • Milestone Tracking
    • Mobile Access
    • Mobile Optimization
    • 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
    • Status Tracking
    • Subcontractor Management
    • Subscriber 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
    • To-Do List
    • Traditional Methodologies
    • Trust Accounting
    • Visualization
    • Volunteer Management
    • WYSIWYG Editor
    • Warranty Tracking
    • Website Integration
    • Workflow Management

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    Reviews

    Overall rating

    4.6 /5
    (585)
    Value for Money
    4.5/5
    Features
    4.4/5
    Ease of Use
    4.5/5
    Customer Support
    4.7/5

    Already have eWay-CRM?

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

    Showing 5 reviews of 585
    Rupert
    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
    • Likelihood to recommend 8.0 /10

    The Customizable CRM Platform That Meets Your Business Needs

    Reviewed on 2023/04/29

    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

    Paul
    Overall rating
    • Industry: Computer Software
    • 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 10.0 /10

    The only CRM that is so well integrated into Outlook

    Reviewed on 2023/12/14

    eWay is easy to yse and if you get stuck anywhere or need support, their whole team including the...

    eWay is easy to yse and if you get stuck anywhere or need support, their whole team including the [sensitive content hidden] gets a turn to man the chatbot on their website, so if there is anything out of the ordinary happening or needed, they sort it out very quickly.

    Pros

    We chose eWay because of how easily you can manage the sales process based on email attachments (which control our processes between suppliers and customers). If an attachment is more information, a quote, an invoice, or a proof of payment, that is where you are in the sales process and there is now download or save then uploading again into the system. You simply save it directly into eWay and give a few chosen attributes and youre done. System is updated and all the information you need is always at your finger tips

    Cons

    The reports are standard and not customizable, so we mostly use the Excel-like table views to look at what is going on. The activity report is the one we use most often to catch up the team with what is going on in each account. Some customization there would be nice.

    Patrik
    Overall rating
    • Industry: Machinery
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    Answer to the questionnaire

    Reviewed on 2024/04/17

    Today, I cannot imagine my work without using this system.

    Today, I cannot imagine my work without using this system.

    Pros

    Sharing customer data across the business.

    Cons

    System difficulty. It takes up a large amount of data that cannot be compressed automatically.

    Mike
    Overall rating
    • Industry: Industrial Automation
    • 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 4.0 /10

    eWay-CRM Review

    Reviewed on 2023/03/12

    Overall we receive value for money. The eWay-CRM provides us with the key things we need to assist...

    Overall we receive value for money. The eWay-CRM provides us with the key things we need to assist us with sales management. There's a lot it doesn't offer, but when compared against alternative CRM's, eWay-CRM is cheaper.

    Pros

    I like how eWay-CRM has the ability to categorize organization's and contacts. This helps you to filter and refine groups for targeting on business development and email-shots.

    Cons

    I find it difficult to implement new updates from eWay-CRM. It appears that every time a new update comes out, it requires the support team to remotely go into the backend of our software and update. We also suffer a lot of bugs and crashes on a daily basis. These eventually get fixed, but it's been an ongoing problem from the beginning of the installation.

    Jeffrey
    Overall rating
    • Industry: Construction
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    Newbie, first look at EQay-CRM

    Reviewed on 2024/04/04

    so far so good, would benefit from onboarding by eWay tech support.

    so far so good, would benefit from onboarding by eWay tech support.

    Pros

    1. Integrates with outlook
    2. seems to be easy to setup
    3. Tutorials are extensive.

    Cons

    1. Get rid of the AI bot in the tutorials.
    2. Still a little bit confused about when to use online or desktop version, dependent on the version of outlook, could be better explained.

    Showing 5 reviews of 585 Read all reviews

    eWay-CRM FAQs

    Below are some frequently asked questions for eWay-CRM.

    eWay-CRM offers the following pricing plans:

    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 Remote, 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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