eWay-CRM Reviews

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.

Pros

eway-CRM helps us to manage all our customers information. We are able to manage and share all our customers and clients data. Track correspondences. It also enables us to track sales. Attach emails, notes and documents. Plan follow-ups tasks. Workflows helps to automate sales pipeline.Track project finances and prevent protentional problems.When it comes to email marketing its used for sending bulk emails, collecting feedback and generating leads. Overall its a great all-in-one Outlook CRM.

Cons

No dislike at all. Everything is going on well. The support has been very phenomenal and so proactive.

Pros

Easy to use, user friendly. It is good you have a version for browser.

Cons

I use online version and sometimes it is not working. I cannot use some features, open some tabs, history, etc.

Pros

I really love and appreciate the seamless integrations with Microsoft Outlook and Office which enables us to access CRM functionalities directly within the Outlook interface, hence making it easy to track and manage our customer interactions without switching from one app to another. It offers customizable and scalable options which allows us to tailor this tool to our specific needs. It enables me to make things like custom fields, forms, workflows, and reports to align with unique business processes. Overall this tool accommodate the growth and evolving requirements of our business needs over time.Enhances team collaboration. We are able to collaborate effectively by sharing customer data, contact, task's and projects. Also we are abl to access real-time information, track progress, assign tasks, and communicate within this tool easily hence promoting collaboration and teamwork.

Cons

Some users in my organization especially those that are not tech-savvy or have limited experience with this tool find it a bit complex and difficult to navigate. Also the learning curve can be as well be steep which requires time and effort to fully understand everything.

Pros

Integration with Outlook for tracking emails with opportunities, and for managing tasks.

Cons

Some missing features are only available in Enterprise version. Like the ability to make a contact private to a particular user. I'm the MD so I have email comms that I don't want to be public but I have no easy way to do that unless I get the enterprise version.

Alternatives Considered

Insightly and Salesforce Sales Cloud

Reasons for Switching to eWay-CRM

its better

Pros

eWay-CRM automate project planning, tracking and management. I also like that it offers email marketing and lead capture capabilities that help boost our sales.

Cons

eWay-CRM suits my digital marketing needs. I do not experience challenges along the way.

Pros

Ease of use. Ability to clearly see my pipeline from quarter to quarter. Outlook integration to capture the discussions with customers.

Cons

Upgrades on server forcing clients to upgrade. Sometimes the client upgrade doesn't work.

Pros

eWay-CRM has improved ROI by centralizing project management, CRM, contact database and eCommerce tools.

Cons

It was quite daunting to customize all features during initial setup.

Pros

Ever since I started using eWay-CRM, it has ever been seamless to boost sales via combining leads and deals in one place.

Cons

The issues that I used to encounter have been eradicated by vendor success team.

Pros

One of the best thing is, that Eway CRM is easy to use and new employees can learn it in very short time.

Cons

Sometimes there were problems with updates, where all works which were done during updates, disappeared.

Pros

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.

Cons

The admin panel is a little confusing.

Pros

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 .

Cons

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.

Pros

Extremely convenient despite the broad array of features.

Cons

I find some of the customizations a little challenging to achieve exactly what I was hoping for.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Choosing eWay-CRM

was battling to find a central customizable system within our budget.

Reasons for Switching to eWay-CRM

The convenience, integration with outlook. Once all the features were considered on the other products, you need to be at the top tiers and then the price comparison isn't a comparison.

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.

Pros

Integration into my existing Outlook system, easy use and excellent customer support!

Cons

Occasional Java related errors which require Outlook restart. Latest version caused conflict with one of my Outlook plug-ins which stopped working...

Alternatives Considered

HubSpot CRM

Reasons for Switching to eWay-CRM

Better initial support in eary installation/adoption stage. FYI. If you will, you may use my reference on your company Website. In any case I wish you all the success! Regards Marko

Pros

We are a rep sales company, and were attracted to eWay-CRM because it was fully incorporated into Outlook, and this took advantage of everyone's familiarity with the Outlook interface. This made the package very easy to implement.
It was also priced attractively, and the number of users and cost side is easy to manage by the administrator (no complex contracts to manage).
eWay-CRM has the features required to track and manage our customers and the people (contacts) that we interact with at each.
It also has the ability to track sales opportunities through purchase and fulfillment to the project completion stage, which was one of the features we needed.

Cons

The package is light on pre-packaged reporting, which limits its usefulness right out of the box (although this may be a welcome blank-slate to some who want to create their own reports). The data is readily accessible and exportable, making that easy enough, but it means extra steps to make it useful.
It is an add-in to Outlook, which means it has (or creates) some quirky faults, failure-to-load, etc. Also, it is very particular about how you roll out updates, requiring a bit of a coordinated process.
Although it is fully interactive with Outlook, the coordination between Outlook contacts, the eWay-CRM Customer and Contact records, and external emails, can sometimes be ineffective, resulting in duplicate records.

Pros

The fact that eWay runs inside Outlook, means email attachments can be linked to Deals and Projects without having to download, saving or uploading it first. The fact that the user still stay in control of what gets tracked and what not, is also fantastic since there is no system performance bottleneck and users don't need to learn a new system just to send or receive a simple email.

Cons

eWay has room for improvement on Report customization. Furthermore, developing a more straightforward way to created advanced workflows would also go a long way to expand its use to every aspect of a business.

Pros

The application is linked directly to Office, no additional installation or linking is required.The application has a very comprehensive overall look and feel and custom development can be arranged.Technical support strives to ensure functionality in the event of an outage or glitch

Cons

Application updates sometimes have problems after deploymentThere is a problem with the limitation for offlining the database, since it runs locally on the SQL Express server (local db). The integration with Office could be better - for example, it does not respect autosave and repeatedly circulates 3 autosave queries (1 from Office and 2 from eWay) when editing a document. Text formatting could be better aligned with MS Office formats, including keyboard shortcuts.

Pros

- 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

Cons

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.

Pros

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.

Cons

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.

Pros

Possible integration with other SW (accounts, email campaigns), Custom form designer available for admins, sharing useful views on database, reporting, trouble-free SW updates, Outlook integration and email management, Guides for effective operation in Outlook (MS office) and implementation of time management advices into a guide designed arround eWay. Mobile app available for basic contact/lead management

Cons

Word export templates are typically longer to setup process. Missing possibility to see selected customer locations in a map, graphical scheme with stage of lead in a pipeline

Pros

I really needed a CRM/Business Contact Manager that is plugged in and could be available from the toolbar in Outlook. It is available on my android or iOS device and other PCs and Mac's.
The price is perfect for the product and not prohibitive.
The abilities are deep and very capable.

Cons

I have not found anything I have not liked. There are some features within e-Way that I do not have a need to use but nothing, I don't like.

Pros

Easy of use; integration to our system; integration into Outlook;

Cons

some processes are not so intuitive as it can be

Alternatives Considered

Dynamics 365

Reasons for Switching to eWay-CRM

Price; Ease of use;

Pros

Integration to the most used software on any desktop - Outlook.

Cons

The only issue we have with eWay is the Add-in dropping off Outlook. Not sure if this is an Outlook or eWay issue but can easily be turned back on when Outlook decides to disable it.

Pros

I most like Connect to Economic system Pohoda

Cons

Miss - Eway Web Calendar, better mobile version /iPhone,iPad/

Alternatives Considered

RAYNET CRM