Reviewed several CRM tools and picked eWay ..... LOVING IT!

I am really happy with it and have referred several other people with small businesses. Excellent tool!

Pros

Integration with Outlook was the differentiator and eWay-CRM integrates well. The allows me to enter contact information and click a button at the top and the contact is added to Outlook and shows up on my phone contact list within seconds. I like that I have to click the button that way only contacts I want on my phone are there and not every prospect entered in the CRM. Also, I like the ability to create DEALs and move them through the sales process.

Cons

If I haven't closed Outlook after several days, it will lock. This is pretty normal with add-on products. Not a huge problem, but it is never timely.

More than pleased

I am really pleased with my e-way experience. Keep up the good Work!

Pros

It’s easy, adoptable and fits all users. For us as a small company it’s in the right pricerange and has all the features we need. We use it most for to keep track of our customers and soon to be customers towards sales and marketing tasks. And a big shout out for the technical support!! The responsetime is quick and proffessional and always bring the right answers.

Cons

No comment really! I’m all over pleased.

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.

eWay CRM taking your business forward

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.

Best Small Sales Office CRM Software.

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.