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

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.

Alternatives Considered

Salesforce Sales Cloud, Nimble, Pipeliner CRM and iGlobe CRM for Office 365

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.

Pros

I like how the outlook integration works for setting callbacks to keep you organized

Cons

It crashes quite a bit or logs you out after a certain time of inactivity, I also don't like how the the contact and company information are in 2 different parts of the system, would be better on one view

Pros

The easy way of use and the possibility of integration with the existing Outlook

Cons

By now I don´t have opinion because I didn´t explre yet all the pontential of the tool

Pros

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

Cons

Bugs from MS Outlook are transferred to CRM

Alternatives Considered

Dynamics 365 and SprinxCRM

Reasons for Choosing eWay-CRM

Individual solution cannot be easily upgraded to newer version

Switched From

Dynamics 365 and SprinxCRM

Reasons for Switching to eWay-CRM

Price & simple adaptability

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

customizable
bulk emails
project planning
reports
workflow automatization
quotations and inquiries
great customer service

Cons

none, after almost two years I'm still happy, they update frequently and are always ready to help

Pros

I love not having to leave MS Outlook to manage my CRM. Integration is seamless and works perfectly.

Cons

I have not had enough time in the system to find any "least" liked features or functions. So far it is everything I have always wanted but did not know existed.

Pros

the Outlook integration means I can use CRM wherever I have email access

Cons

had previous issues with duplicates when importing contact info. Our company list changes frequently and I am not aware of a solid solution to update my contacts

Pros

The direct integration with Outlook makes CRM seamless and saves lots of time working between 2 different systems.

Cons

Nothing negative so far. Outlook marginally takes a longer time to open.

Pros

eWay has been a huge improvement for our company, the ability to track long-term deals, check customer account activity and share important information between our sales teams.

Cons

Hard to teach older employees how to use the software, some redundancies, outlook will disable to eWay system due to the added strain on the system, slower load up times and often times information will need to be imputed into a deal that already exists within the customer profile.

Alternatives Considered

Salesforce Service Cloud and Tableau

Reasons for Switching to eWay-CRM

The price to valve ratio was far greater than any of the alternatives that we considered.

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

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.

Cons

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.

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

We love the seamless integration with Outlook. We spent a few years looking for a Microsoft BCM replacement and eWay-CRM was the first system that not only provided the functionality of BCM, but took it to the next level. The seamless integration with Outlook was a must for us. Also, we occupy a very niche marketplace so the level of customization available in eWay was a must. After a year or so, I am sure we have only scratched the surface regarding all the available features, etc.

Cons

Using eWay is pretty straight forward and basic customization (adding fields, etc.) is pretty easy. However, if you need to add more advanced features / customizations, it can get pretty complicated quickly (especially for someone like me that is not computer savvy). But I guess that is par for the course -- the more customizable, the more complex. I prefer to have a consultant at eWay take care of these items and recommend solutions. I think it is well worth the expense.

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

- Ease of use
- Cyclic relations of items, easy access
- Time saving
- Mobile app to use in meetings
- Well supported

Cons

- Missing integration with our ERP (Money S4)
- Operating on more PCs/laptops under one username sometimes causes problems

Alternatives Considered

Freshdesk and Salesforce Marketing Cloud Account Engagement

Pros

This product is very easy to use. I like the ability to connect to other systems.

Cons

Currently eway-crm contains all our requirements.

Alternatives Considered

RAYNET CRM

Reasons for Switching to eWay-CRM

Better integration with other systems.

Pros

I had dreaded converting to a new CRM once Business Contact Manager was no longer supported as I had about 12 years of contacts and accounts in my old database. E-way was able to migrate that data over to the new system and with a bit of training my downtime was minimal. Just what any salesperson would want!

Cons

I thought I would use the mobile app more than I actually do. It's not the most nimble. I understand, though, that this will be changing. For now, it at least gives the most basic info when I'm in the field without my laptop.

Pros

Easy to integrate and use. Fulfills our requirements at a reasonable cost.

Cons

I have no complaints about eWay CRM or their support.

Pros

I needed a CRM that integrated with Outlook and that I could customize. But, we are a small business. We do not have resources to pay Microsoft or some vendor $10,000s to get the exact thing we need. Eway gives us this flexibility.

Cons

I would like more visual pleasing reports.

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

Pros

That it is integrated with MS Outlook. About 90% of leads come via email, thus easy conversion of email to a deal is crucial for us and saves a lot of time.

Cons

Until e-Way support staff did not show that e-Way could be opened in a separate window, the e-Way software was a bit slow.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to eWay-CRM

Price and integration with MS Outlook.

Pros

We use it for basic proposal tracking and record keeping tool, it works very well for what we do.

The ability to customise the fields to suit your business is also very useful.

Cons

Increases startup time of MS Outlook
It would be good to have an option to open up the entire eWay interface in a separate window as sometimes you want to be able to view your emails and eWay at the same time.