One of the best CRM I ever used

I'm glad we're using eWay-CRM. It helps a lot and it saves time.

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

Using eWay almost 10 years - and growing

I have been using eWay CRM since the days I was working alone as a person (fire and safety specialist) when I used eWay CRM in the free version, almost 10 years ago. Now I own company with 3 employees - all of them are using eWay witout any problem and the system is simply growing with us. I have experience with other CRM (such as Microsoft Dynamics I have neen useing in previous occupation) and the most possible change is that eWay is simply accepted by all employees, compared to "hostile" CRM systems which are very often boycotted by employees making it usnusable. I am simply satisfied customer who also sees where the system could be even better.

Pros

Integration with Outlook is just excellent, you simply don't know it's there and it's doing it's job. Helps employees to use the CRM without hasitating. Great contant and task management, great e-mail tracking - it simply does what I expect.

Cons

Reporting is not so great as I would like. I can do better with my fine-tuned excel table (including forecast for the future). Setting up campaigns, especially not e-mail, but land mailing is little bit too complicated and we are still discovering this part of the system.

MS Business Contact Manager Replacement

This has been a wonderful tool for a individual as free option.

Pros

- plugs in directly to local outlook instance with tool bar/ribbon icon for company or contact input. -supports parent child relationship between company's and contact's - allows image import for profile pic. -no custom fields with free version

Cons

- does not allow contacts in multiple company profiles with same email. - does not encrypt data at rest.

The e-way-CRM exceeded our expectations!

eWay-CRM works very well. We haven´t had any technical problems so far. What we realy like is customer support. Friendly but proffesional staff is always ready to help us, answer are question or make a customization of the product if we ask for it.

Pros

Easy to implement, easy to use and adopt! From the very fisrt day it's part of the MS Outlook like if it always was. We realy like the record of to whom a specific lead is assigned. So every single sales representative knows wheather she/ he should contact potential customer or not. Our sales cases are lasting long as we sell quite expensive EDM machines for tool shops in automotive or aerospace. So realy appreciate a record of document and comunication related to the one specific case. You can imagin what reputation demage could cause to send price proposal not reflecting what was already agreed!

Cons

We don' t use a marketing modul so far. At the begging (4 years ago) we supposed the marketing automation / emailing is a bit complicated. So we stayd stick on SW we were used to use. We hava heard that it´s not true anymore so we are going to check it and will see.

CRM for Research and Technology Organisation (RTO)

At this moment I am happy with eWay and I have recommended my superiors to implement server version as soon as we get funding for it.

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.