eWay-CRM Software

Pros

I like that I don't have to leave Outlook to check customer details. It is also nice that I can edit views and add fields.

Cons

I've noticed that when I add a custom field it doesn't always line up with the other fields. Not a big problem but something I've noticed.

Pros

That it ties into Outlook and has a job costing function. Pricing for small business - other than that, it's great!

Cons

Pricing for small business - other than that, it's great! It should also have a next action drop down menu that can be customized.

Pros

It seems to be designed for BD people and it can be used in different ways. It is an effective collaboration tool in the Sales community

Cons

It seems to want to keep asking me for missing exchange rates, but we are not tracking financially with the product - we aren't using it this way.

Pros

Efficient and I like how it links to Outlook. Organizes my accounts effectively. Easy to navigate.

Cons

Had a bad experience when I merged new accounts into the CRM. An error occurred that merged the new accounts into existing accounts. Had to do a lot of back work to fix the issue and clean up the accounts. Was not very happy about it.

Overview about business cases

Pros

Compatibility with Outlook, easy to use, useful for business, it provides easy overview of business cases

Cons

The Outlook add-in loads the Outlook becomes slower. Usual users will not be able to use it without basic training.

Pros

I keep going into Outlook all day long and having eWay integrated into it makes life a lot easier to reach clients' information.

Cons

Some things I want to do, but can't. But then, I should take the time of reading the instructions; it is very intuitive so one does not think of it.

Pros

Overview, iOS app, Filters, support, updates and continuous improvement based on the most customer needs - general, no extra fees.

Cons

The Outlook add-in loads the Outlook becomes slower. Monitor resolution change makes the screen unreadable - has not to be the problem of this software.

Pros

Staying within Outlook so my workflows have been vastly improved. I use Yesware and Boomerang to reach out to prospects.

Cons

Wish there was email scheduling like Boomerang so I can stage email campaigns and initiatives. I tried using Outlook not before. but was not satisfied

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

Organization, e-mail integration, it is easier to generate marketing and sales reports, integrates project control

Pros

I like most its features and varied functionalities, its integration with Outlook, the possibility to parameterize the reports

Cons

I do not like the difficulty to update information in batches about companies and contacts. Also, it slows down Outlook. It is not an easy tool to use.

Pros

Compactible with outlook, intuitively manageable, logically arranged customer input system
fast reaction.

Cons

It is necessary to implement an external calendar synchronizable with colleagues from mobile aplication.

Pros

All activities are in one place (HUB) and it si very simple add new customer details, emails, offers, docs etc.

This software helps me keep track of prospects and clients and the communication that I have with them including attachments.

Pros

Very flexable and works great with outlook. I love the ability to have multiple devices access the database as well as my mobile phone.

Cons

I have not found anything yet. The initial setup was a little time consuming as I was trying to merge Microsoft Business Contact manger and some of the headers in the file needed to be fixed

Pros

I really like the Outlook integration. Having your email flow and CRM in the same place is very efficient.

It keeps important customer information at our fingertips, whether we are in the office or on the road. With half of our staff on the road all day, the eWay iPhone app is killer for us!

Pros

A search that actually works! Not weighed down with feature bloat. Record linking for contacts, events, documents, etc. The support is GREAT and responsive!

Cons

The mobile app does not 'scale' on an iPad. While there is a web version for the iPad, our preference is the mobile app that is used on the iPhone.

Attendance system. Project management. Employee management. Detailed database of projects, companies, goods and more.

Pros

Supervision of employee attendance and status of ongoing projects. Project management. Property database.

Cons

Usual users will not be able to use it without basic training. I have nothing else to write. It's a good system.

Pros

simplicity of software, easy to use, interconnection of moduls is fine and well arranged, I really recommend this toll

Cons

maybe customization, but probably it´s on opinion of everyone... in fact - every software needs customization, so - probably no cons...

CRM system. Central point of Notes about customers and Leads. Calendar planning and tasks integrated with Outlook.

Pros

- Outlook integration so easy creation of Leads, Contacts, Companies.
- Tasks integration
- can work offline
- mobile device support (Android and iPhone), synchronization of Contacts
- many Reports
- interconnection with ERP possible

Cons

- server needed or cloud solution
- sometimes errors must be repaired with support
- every station has to have little SQL instance (LocalDB or SQL Express)

Pros

Well arranged easy-to-use CRM functionality with nice ability to customize a lot of entities. Full integration with Outlook with useful extensions.

Cons

Just elementary functionality for project management. We would appreciate improved tasks management.

good produkt in good price

Pros

good product in good price, czech language, good support, easy work on this software, easy orientation during work