eWay-CRM

eWay-CRM

Flexible CRM for Microsoft Outlook

4.6/5 (108 reviews)

eWay-CRM Overview

eWay-CRM is a customer relationship management (CRM) plugin for Microsoft Outlook which combines tools for marketing, project management, sales, customer management, and more. The application is suitable for sales or project-oriented businesses of any size which use Microsoft Outlook.

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$28,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Brazil, Canada, Europe, Germany and 3 others, Latin America, United Kingdom, United States

Supported Languages

Czech, English, German, Norwegian, Russian

eWay-CRM Reviews

Overall rating
4.6/5
96% positive reviews
73
Excellent
31
Very good
4
Average
0
Poor
0
Terrible
Freek K.

eWay CRM taking your business forward

Used Daily for 2+ years
Reviewed on 2017/03/30
Review Source: Capterra

eWay CRM is the most important management tool in our business. It enables us to be in control of our supply chain, operations as well as our valued customers. Their support is excellent and very friendly, in such a way that we became friends over the years. eWay is part of our business since January 2013. With their frequent upgrades eWay keeps up with the newest technology and market trends. Definitely the best investment we have made in our business. I would strongly recommend eWay and can't imagine been without it - an excellent product, with an outstanding support team.

Pros

1. The way it is fully integrated in Outlook.
2. The flexibility to customize workflow, add fields and form layouts, conditional formatting of user views, customizing and filtering views etc.
3. Automated assignments of document and emails etc to "deals", "projects", clients, suppliers etc.
4. The frequent updates.
5. Excellent support team and online documents and training videos.
6. Cloud Hosting of the server database. This feature enables us to be mobile and flexible. As long as we have internet access we can work from anywhere in the world. We are no longer office restricted. With Cloud hosting no more downtime due to power or data disruptions.
7. Our employees can work from home.
8. Easy accessible history records of all our clients, suppliers, deals and projects.
9. Task management and marketing tools - although we don't use it to its full potential.

Cons

I can't think of any. If I must add something maybe the fact that it can't make coffee.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Joe G.

Best Small Sales Office CRM Software.

Used Daily for 6-12 months
Reviewed on 2017/01/24
Review Source: Capterra

I own a small home based sales business with two employees including myself. Many years ago the company I worked for used ACT as their CRM software. As the national sales manager for that firm I was able to make it work but I had to learn to use Crystal Reports to properly mine the data we were gathering.

in 2006 when I left to open my own company and I kept ACT because that is what I was what I knew. But after several hard drive failures that cost me many days of downtime reloading and trouble shooting software I decided to move my CRM data to the cloud. At that point I started working with "Prophet" by Avidian. It worked great for me and was pretty inexpensive by comparison. 2 years ago Prophet converted it's database and wanted to charge me dollars to convert what little data I had. After being a customer for so many years I saw that $ dollar demand as an act of war and went back to using ACT. Again ACT works but it is clumsy for me to keep bouncing back and forth between two software packages ACT and Outlook.

Last year I started working with Eway. It is very similar to Prophet in that it is cloud based and Outlook integrated but Eway offers a FREE version that works wonderfully. The customer service and technical training is second to none and the software works GREAT! And while I am sure I will convert to the pay version before long the free version does everything that I need in a nice concise easy to understand package. I highly recommend this company for small or start up sales offices.

Pros

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

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
James O.

Well planned, very progressive

Used Daily for 2+ years
Reviewed on 2017/04/12
Review Source: Capterra

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.

Pros

ability to customise, integrates into outlook, new mobile app and automated objects.

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Eve J.

eWay as a replacement for Microsoft BCM

Used Daily for 1-5 months
Reviewed on 2016/10/12
Review Source: Capterra

I did a lot of research looking for a replacement to the now-defunct Microsoft Business Contact Manager that our office had been using. Most of them were much more sales-driven and feature heavy than what I needed, not to mention astronomically expensive. For our small company with just 2 sales and support people, we needed something that allowed us to track not just our sales but also our existing customers and their support issues that wouldn't cost us an arm and a leg. What first struck me was the option to do a one-time buy and host the database on our server, which we were already doing. Having it integrated directly into Outlook was important to me as well, I didn't want to have to completely re-learn a new piece of software.

Now that we have been using eWay, I can tell you it was the best decision I have ever made. They were very patient with me as they transferred our old data into the new system and got it set up on our server. They made sure everything was right before we went live and spent a lot of time getting it just so. The transition itself went smoothly for us. Their support has been outstanding and their documentation and knowledge base are fabulous! We did a one hour training session via TeamViewer to help familiarize ourselves with the flow and the differences in how we could use it compared to BCM. That was all it took. I have been able to customize the forms and workflows myself with just a little help from the knowledge base. I am really enjoying using the software and I'm sure that I'll find other great features as I use it more. It looks like it has everything!

Thanks eWay, this has been a great experience for me and your people have been fantastic to work with.

Pros

Ease of use, integrated into Outlook, one time license fee.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Lubos O.

Doesn't cover all our needs, but for its price its very good.

Used Daily for 2+ years
Reviewed on 2018/03/29
Review Source: Capterra

Pros

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

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

eWay-CRM Pricing

Starting from
US$28,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Premium monthly: $28 per user, per month.
Premium lifetime: $399 per user + 18% annual support fee.

A free plan is also available.

eWay-CRM Features

  • API
  • Automatic Notifications
  • Automatic Reminders
  • Calendar Management
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export

  • Activity Dashboard
  • Activity Tracking
  • CRM Integration
  • Customer Database
  • Customizable Branding
  • Customizable Templates
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for eWay-CRM

Key features of eWay-CRM

  • Automated reminders
  • Automatic notifications
  • Automatic task generation
  • Calendar sync
  • Campaign analytics
  • Communication history
  • Contact management
  • Custom fields
  • Custom reporting
  • Customer segmentation
  • Customizable workflows
  • Data import
  • Deadline tracking
  • Document templates
  • Drag-and-drop interface
  • Email tracking
  • Lead tracking
  • Offline access
  • Project management
  • Quotation management
  • Sales analytics
  • Targeted marketing campaigns

Benefits

  • 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.

  • eWay-CRM FAQs

    Below are some frequently asked questions for eWay-CRM.

    Q. What type of pricing plans does eWay-CRM offer?

    eWay-CRM offers the following pricing plans:

    Starting from: US$28,00/month

    Pricing model: Free, Subscription

    Free Trial: Available

    Premium monthly: $28 per user, per month.
    Premium lifetime: $399 per user + 18% annual support fee.

    A free plan is also available.

    Q. What are the main features of eWay-CRM?

    eWay-CRM offers the following features:

    • Automated reminders
    • Automatic notifications
    • Automatic task generation
    • Calendar sync
    • Campaign analytics
    • Communication history
    • Contact management
    • Custom fields
    • Custom reporting
    • Customer segmentation
    • Customizable workflows
    • Data import
    • Deadline tracking
    • Document templates
    • Drag-and-drop interface
    • Email tracking
    • Lead tracking
    • Offline access
    • Project management
    • Quotation management
    • Sales analytics
    • Targeted marketing campaigns

    Q. Who are the typical users of eWay-CRM?

    eWay-CRM has the following typical customers:

    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business

    Q. What languages does eWay-CRM support?

    eWay-CRM supports the following languages:

    Czech, English, German, Norwegian, Russian

    Q. What type of pricing plans does eWay-CRM offer?

    eWay-CRM has the following pricing plans:

    Free, Subscription

    Q. Does eWay-CRM support mobile devices?

    eWay-CRM supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does eWay-CRM integrate with?

    eWay-CRM integrates with the following applications:

    Microsoft Outlook, Office 365, Poll Everywhere, Tableau, TeamViewer

    Q. What level of support does eWay-CRM offer?

    eWay-CRM offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials