eWay-CRM Software


 

eWay-CRM is a customer relationship management (CRM) solution which helps marketing professionals and small businesses track business opportunities and engage with customers.

eWay-CRM allows businesses to store contact information and engagements. The marketing module helps organize marketing campaigns and target potential customers. eWay-CRM automatically tracks communication history and creates a follow-up plan for salespeople. Users can automate administrative tasks such as sending pre- and post-engagement emails, assigning leads and sending quotes and documents to customers.

eWay-CRM allows businesses to create contact categories based on relationships, geography, importance and other factors. The auto-reminder feature helps businesses keep track of their payments, appointments, clients’ birthdays and anniversaries and other milestones. Users can also track business activities on their mobile phone with the eWay-CRM Premium mobile app for Android. eWay-CRM also integrates with Outlook, allowing businesses to handle CRM activities from the Outlook interface.

 

eWay-CRM - Journal entry
 
  • eWay-CRM - Journal entry
    Journal entry
  • eWay-CRM - Company information
    Company information
  • eWay-CRM - Lead information
    Lead information
Supported Operating System(s):
Web browser (OS agnostic)

29 Reviews of eWay-CRM

Showing 1-20 of 29

 

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Jakub from BigMedia, s.r.o.
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Excellent easy to use software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support
Source: Capterra
 

Albrecht from Schwaben Capital Group Limited
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Best integrated CRM program for the price.

Ease-of-use

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Being able to continue to use MS Outlook. Able to send websites, documents and all from office and having a record of it in my CRM.

Source: Capterra
 

shane from ACMSUK
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

excellent company, willing to go the extra mile

Ease-of-use

Functionality

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Value for Money

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we now have a fully functioning CRM system which is highly customizable and flexible to our needs.

Pros

customizable, easy to use and flexible, if any changes are required the support team are always willing to help.

Cons

the updates sometimes require a little bit of help, nothing the support team doesn't sort out in a few minutes.

Source: Capterra
 

Nicolas from Ordi-Conseil SA
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

We have been using Eway CRM Premium Edition for 6 months and we are very pleased to use it.

Ease-of-use

Functionality

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Consolidate our database according to our specific needs, automate many tasks, quantifiable time saving. It is a program that adapts to the job and not the other way around.

Pros

Optional, installation on our own local server, easy to use, 100% integrated with Outlook, sharp customization with workflow management, open and customizable SQL database. Excellent technical support, friendly and competent team.
Reactive and dynamic development of the software (mobile application, etc.) are tuned to the needs of their customers. Highly recommended.

Cons

Needs advanced technical skills to exploit all resources (programming). Product still young (but in full development). Missing some features that seem obviously basic...

Source: Capterra
 

Antonia from PPI Adhesive Products
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

baby friendly, very good customer support

Ease-of-use

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important informations for our growth

Pros

how easy is to work with the system, and how easy is to learn for beginners with detailed manual, understandable modules

Cons

Reports could be more sophisticated (with graphs for example) and manual could be tailored to the customer use. Filter could be set up for specific dates (from ..to)

Source: Capterra
 

Jon from National Marine
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Excellent easy to use software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Staying in contact with customers and suppliers and having all historic data at your finger tips.

Pros

Recording all data to do with individual contact/companies. Fast look up of details. Working with colleagues info is easy

Cons

Integration with other software's. Linking to a folder with all relevant documents in for an individual customer.

Source: Capterra
 

Stephanie from Under Your Feet
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Vale for Cost!

Ease-of-use

Functionality

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Value for Money

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This program has been a huge asset to our company. The interfaces are easy to use. Customer Service is very responsive and helpful.

Pros

It interfaces with Outlook, It is simple to use

Cons

The naming conventions. Prospects being called deals

Advice to Others

not at this time.

Source: Capterra
 

Paolo from STUDIO ZETA S.R.L.

April 2017

April 2017

AAA - High value for money + Excellent customer support

Ease-of-use

Functionality

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Value for Money

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Studio Zeta is a consulting boutique founded in 1994 and working in Italy for most of the top 500 organizations in the world. Our wealth is based upon the long term relationship that we have been establishing and maintaining with our Clients over the years. Due to the high value that each single customer represents to our business, since early 2000s we had developed a bespoke application based on MS-Outlook which proudly survived till 2014 when we decided to move to a ¿so-called¿ standard product: BCM by Microsoft.
Lack of functionalities, recurrent faults, total absence of support and eventually discontinuity of the product by Microsoft led soon to a nightmare.
Superb pre-sale support, wide range of functionalities, well-structured relationships among CRM¿s elements, customization with ease, error-free and robust behaviour, excellent support in migrating our valuable data: this is all we have found in eWay-CRM. Real value for money! Well done!

Source: Capterra
 

James from Tool & Instrument Engineering
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Well planned, very progressive

Ease-of-use

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Value for Money

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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

Advice to Others

like all business management systems they are only as powerful as the data structure and planning that goes into it, plan your implementation.

Source: Capterra
 

Dan from APRO Software s.r.o.
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Very helpful CRM

Ease-of-use

Functionality

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Value for Money

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eWay-CRM fits our requirements in sales, marketing and CR and project management perfectly. I also recommend a high quality support which helps in case of any questions.

Source: Capterra
 

Jan from Bee Interactive s.r.o.

April 2017

April 2017

Easy to use yet powerful solution

Ease-of-use

Functionality

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Customer Support

Value for Money

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We are using eWay mainly for tracking communication with potential customers in the Lead category. We haven¿t discovered all features but still using the software every day. Especially full search function to find any relevant email or document is quite handy.

Pros

Nicely integrated with MS Outlook. eWay offers much more than just CRM standard functionalities. Excellent support with an individual approach to each customer.

Cons

If you are not an Outlook regular user, you might not be able to use all of the functionalities of this solution.

Source: Capterra
 

Lee from Collabworks, Inc.

April 2017

April 2017

Collabworks is using eWay-CRM

Ease-of-use

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We are using eWay-CRM because of the simplicity it provides to install and use. We really like the fact that you only have to learn their process. Since the software runs on the OUTLOOK platform you already very familiar with the majority of what you'll be working with.
It was very easy to setup and use.

Pros

Simple to install & easy to use

Cons

Because some data lines get added to Word, Excel and Outlook email messages you have to adjust to the new look.

Advice to Others

N/A

Source: Capterra
 

Peter from DIGI BEL

April 2017

April 2017

Perfect for integration of an CRM into Outlook

Ease-of-use

Functionality

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Value for Money

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We are a start-up company and therefore we were looking for an easy and in price acceptable CRM system. We have tried different others before, but for us eWay-CRM is perfect. We can simply generate leads and also emails, to dos and dates are integrated and for my colleagues visible. so, we will go on with it. And by the way: The support is excellent, thank you guys.

Source: Capterra
 

Milena from BDIRECT

April 2017

April 2017

eWay-CRM review

Ease-of-use

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I have found the product to be very useful, especially in linking emails/tasks / journals and keeping a clear history of relevant information/timelines for the business. This enables easy access to information all in one location in an instant. The more I learn how to use eWay-CRM the more capabilities I realize I can utilize moving forward - streamlining my workflow. I have found the customer support to be truly helpful, as they go out of their way to resolve any queries/issues efficiently and effectively - giving me peace of mind! Thank You!

Source: Capterra
 

Chessa from Sonic Breakthrough Coaching

April 2017

April 2017

Happy to have a CRM in place

Ease-of-use

Functionality

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Value for Money

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We tested a number of CRM systems prior to E-Way, and although some were ok they always seemed to be missing a feature we needed. E-way has everything we wanted while being cost effective and simple to use. The only thing I wish there was is a way to color coordinate my leads based on their current "status".

The customer service has been great, I have an account manager that is awesome. She checks in all the time to see how things are going, and when I have a problem I can email her and she emails me back really fast. If there is a problem she can't immediately resolve, she escalates it right away and has it handled. All in all she has been the highlight of our E-way experience compared to other companies we have tested. Thanks to our rep!

Pros

Our rep, She is great. :)

Cons

I just wish I could color coordinate my leads based on their status. It is easier to view things that way.

Source: Capterra
 

Amr from Infomine Marketing Research
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Finally after a long exhaustive search!

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My opinion after months of practical use: Nothing short of excellent. Especially the customer service: real people with relevant answers to all our questions. Previously I had looked at almost everything in the market for months and tried many products for many more. I was finally lucky to have stumbled upon E-way CRM. It's the best kept secret in this software space. Other than the customized sales process that takes time to understand your needs, the software is option rich as well as being a breeze to use and gets the job done. Its given me peace of mind, thanks to the E-way CRM team.

Pros

Customized purchasing, responsive, professional and friendly.
Ease of use and down to earth practicality.
Value for money.

Cons

Reporting module does the job, however, I do expect it to be more customizable in next editions.
I am looking forward to more from the mobile app for on the go usage.

Advice to Others

If you don't have a dedicated IT, use the support credits upfront to get up to speed on training/customization for your specific business.

Source: Capterra
 

Jim from Water Works CI
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Correct Tool For My New Business

Ease-of-use

Functionality

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Customer Support

Value for Money

Ease-of-use
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Value for Money
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Reviewed 3 CRM packages. The two must have features were interface with M-Outook and print out notes by prospect. Both features are present. The detailed notes/reports were exactly what I need. Many ways to incorporate notes into the Customer files. The bonus is the core features to track many key events is part of the package. Customer support to help me understand the e-Way approach to documentation of events was most helpful. Good job to all who helped me. Thank you.

Pros

To many to list. Easy to use. Learning curve, for me was low.

Cons

I like to pay annual fees. Currently only monthly.

Advice to Others

Learn the e-Way definitions for the tabs.

Source: Capterra
 

Freek from LVP Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

eWay CRM taking your business forward

Ease-of-use

Functionality

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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.

Advice to Others

To potential users - Download it for free and start using it. You have nothing to loose.

To eWay - Please integrate Skype or any real time chat into your software for internal and external communication with our colleagues, suppliers and clients, which can be stored in the projects and deals etc. This will enable us to keep better track of our conversations and to allocate it to the right places for future reference and history. We use currently your "note" facility for internal communication. External chat facility is still a problem.

Source: Capterra
 

Joe from Process Equipment Solutions
Number of employees: 1 employee Employees number: 1 employee

January 2017

January 2017

Best Small Sales Office CRM Software.

Ease-of-use

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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.

Advice to Others

Take advantage of the free training and customer support. They are very flexible with scheduling and able to "hear" exactly what I was trying to accomplish and pointed in the right direction on the 1st phone call.

Source: Capterra
 

Johnny from Chemex Modular, LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Winner! eWay has developed a solid, intuitive and cost effective CRM.

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We could go on and on about how much we like eWay CRM. A few points that sold us: embedded in Outlook so training is minimal, value, customization without the need to have a computer engineering degree, and OUTSTANDING customer service! Email the CEO, he will email you back personally.

For an American company, one need not worry about support. I am not sure the staff at eWay even sleep, because we get help in minutes most often regardless of what time it is.

This software could be customized for any business. We happen to be an engineering and manufacturing company that develop projects for years with massive amounts of email traffic and data to keep organized before a contract is ever executed. eWay has made this task much easier.

You want them to customize it for your business needs, just ask them. We suspect there is so much more eWay can do to make our lives easier but we have just got started.

FYI, we have used some of the big names CRM's in the past and grew tired of the app game, a whole new platform to learn, add on's for this and that. It was just to complicated and expensive. eWay just works and works well.

Pros

Embedded in a familiar tool, Outlook.

Cons

They need a Android and Apple app (I understand these are being developed). Folders for documents should be more Windows native, folders, sub folders, etc., in lieu of categories.

No way to customize reports.

Source: Capterra