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eWay-CRM software

80 reviews(4.5/5)
80 reviews(4.5/5)

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.

Supported Operating System(s):
Web browser (OS agnostic)

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80 Reviews of eWay-CRM

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  • C H "Bubba" from Self-Employed

    July 2018

    Very pleased with the ease of learning and the ease of migrating from BCM.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Automatically backs up to the cloud. The Journal module allows me to make notes of meetings and phone conversations easily and attaches each one to the contact. Having a history of all email and other conversations available on each contact's page. Ease of entering new contacts. When I open Outlook... eWay is there and ready to go.

    Cons

    I'd like to see more tutorials and examples of how others in a similar biz are using the product. More guidance in how each module might or might not be of benefit to me. For my particular biz, I would like to see at least 2 classes of contacts... ex. Company contacts (referral sources) and Individual contacts (clients/customers)

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Robert from Programme UP2

    Number of employees: 1 employee

    July 2018

    Received a very polite and warm return of my help request in less than 30 min.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Still need to figure it out clearly

    Pros

    The integration with Outlook by far and the relative ease of use. I Still need to learn how to take the full potential of it!

    Cons

    I need to learn more about how to use it at its best and I am not there yet because I do not use it enough to ramp up the learning curve.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Pierre from Steel sa

    June 2018

    CRM fully integrated with outlook. It facilitates the daily work of salesmen.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The integration with Outlook that avoided me a lot of useless filing work

    Pros

    - The integration with Outlook.
    - The speed of access to linked information - contacts/companies/opportunities/...
    - The easyness to use
    - The quality of working simplifications
    - The possibilities to customize the tools according to needs
    - The quality and speed of answer in case of difficulties

    Cons

    - For instance, I do have enough "bad experience" to point out to topic
    - The difficulty to discover eWay-CRM amongst competition.
    - The language could also be French

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Ty from ASAP Analytical

    June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Nicholas from Linchpin-PM

    May 2018

    Really great and easy

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Ian from Oxsensis

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Jakub from DVORAK-SVAHOVE SEKACKY S.R.O.

    Number of employees: 51-200 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Guy from WCT Cross-cultural

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

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

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Larry from Healthcare

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Lubos from Ciele

    Number of employees: 2-10 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Blas from American Consult Company

    Number of employees: 11-50 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Michal from SEM CZ s.r.o.

    Number of employees: 11-50 employees

    March 2018

    Easy-to-use CRM system.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Ondrej from SD Trailers s.r.o.

    Number of employees: 2-10 employees

    March 2018

    very useful, user friendly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Mike from Birddog Direct Marketing Solutions

    Number of employees: 51-200 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Jason from SEGGER

    Number of employees: 2-10 employees

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Bob from R&S Design Computer Services

    January 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Josef from Egoli s.r.o.

    Number of employees: 2-10 employees

    December 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Jan from Tepadla s.r.o.

    November 2017

    Simple, but effective tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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...

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
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