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)

77 Reviews of eWay-CRM

Showing 1-20 of 77

 

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Ty from ASAP Analytical

June 2018

June 2018

Rep called and did a great job answering questions and showing me around the software.

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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.

Review Source: Capterra
 

Nicholas from Linchpin-PM

May 2018

May 2018

Really great and easy

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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.

Review Source: Capterra
 

Ian from Oxsensis

May 2018

May 2018

Its a good system for SME use, such as our own. Integrates effectively with Outlook

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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.

Review Source: Capterra
 


May 2018

May 2018

Mixed. Overall the software is easy to use and efficient. George was very helpful and courteous

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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.

Review Source: Capterra
 

Jakub from DVORAK-SVAHOVE SEKACKY S.R.O.
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Very user-friendly software, perfect compatibility with MS Outlook, useful for us

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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.

Review Source: Capterra
 

Guy from WCT Cross-cultural

April 2018

April 2018

Beautifully integrated into Outlook, making it easy to have everything in one place.

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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.

Review Source: Capterra
 

Tomas from Sebesta - sluzby slevarnam s.r.o.

April 2018

April 2018

Very easy to use, full functionality, great performance/cost solution for small company.

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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.

Review Source: Capterra
 

Larry from Healthcare

April 2018

April 2018

It took me about a month to figure things out but after that, I'm really enjoying using eWay!

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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

Review Source: Capterra
 

Lubos from Ciele
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

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

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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

Review Source: Capterra
 

Blas from American Consult Company
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

It has helped to organize information about contacts, marketing and business opportunities

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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.

Review Source: Capterra
 

Michal from SEM CZ s.r.o.
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Easy-to-use CRM system.

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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.

Review Source: Capterra
 

Ondrej from SD Trailers s.r.o.
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

very useful, user friendly

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Pros

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

Review Source: Capterra
 

Mike from Birddog Direct Marketing Solutions
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2018

March 2018

I went over on the data limit on the free version and it was very simple to upgrade.

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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

Review Source: Capterra
 

Jason from SEGGER
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

E-Way has helped coordinate multiple members of our sales staff and has increased our efficiency.

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

Review Source: Capterra
 

Bob from R&S Design Computer Services

January 2018

January 2018

This is the CRM we have been looking for! We wanted an Outlook based product with a good mobile app

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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.

Review Source: Capterra
 

Josef from Egoli s.r.o.
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Very practical and intuitive solution to the corporate database of customers, employees and goods.

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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.

Review Source: Capterra
 

Jan from Tepadla s.r.o.

November 2017

November 2017

Simple, but effective tool

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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...

Review Source: Capterra
 

Tomas from AHORN CZ, s.r.o.
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

Outlook users will like it.

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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)

Review Source: Capterra
 

Ladislav from Service & Support spol. s r. o.

August 2017

August 2017

Great concept and tight integration to Outlook

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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.

Review Source: Capterra
 

Lenka from Prospeko spol. s r.o.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

I use this product for my tax and accounting agency

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good produkt in good price

Pros

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

Review Source: Capterra