Very easy to install and set-up. An unlimited, stand-alone version can be downloaded and installed for free.

Application updates sometimes have problems after deploymentThere is a problem with the limitation for offlining the database, since it runs locally on the SQL Express server (local db).

I really like the solution which perfectly fits my needs.

The bottom line is that my investment in eWay's CRM has simplified my daily organizational activity and help me enhance my marketing efforts and grow TRI-WEH Restoration's business.

Ease of use and customization. GDPR features are amazing.

Great contant and task management, great e-mail tracking - it simply does what I expect.

Practical tool, help definitely in the all sales steps / process especially good guide to the closing sales.

The integration is superb and everything is working well for us.

Occasional application crash, some data fields are different from Outlook.

It has bugs fairly regularly. Not a ton, but enough to be inconvenient at times.

Email integration is amazing. I've been searching for a tool like this for years.

It has never been easier to take a call from a prospect and pull up the inquiry details for discussion and to progress the solution for them.

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.

The one thing which bothered me more than everything else would be the functionalities. It's too restricting, is what I believe.

The lack of ability to provide its models and menus with alternative display names/headings is disappointing.

An excellent programme for business corporations to exchange and share and save information in teams in small or big companies.

Synchronization process is sometimes slow, produce many warnings and the informative mini window at the center of monitor is annoying when you are reading something.

Had a bad experience when I merged new accounts  into the CRM. An error occurred that merged the new accounts into existing accounts.

The ease of tracking emails on contacts and deals has been great. The tasks manager is simple to use and effective.

I still miss the bulk change feature in lists without having to open each individual item.

This software i very easy pro use. I have overview about my costumers everytime.

They provided a free trial, reached out to us for support on multiple occasions. They really do want to make sure that this is the best tool for you.

As much as i used it i find it quite easy to use and we can easily managed the invoice and  track the activites and we can do time management and i personally love the UI and its recent update is wow.

We love the automated tasks and emails that come with the advanced projects. It is super easy to use.

The system is very clear and easy to use. We have saved the history of the relationship with all the clients and employees.

I am still very new in using Eway, but so far, my experience has beeen more than great. The team are amazing and very helpful, and most importantly easy to reach.

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

Easy to implement, easy to use, great integration with MS Office - you work in a well known interface of MS Outlook.

Customer support is also the best I've seen from any company in any industry.

Easy to use, highly intuitive, outlook based - amazing crm, integral to our business. The continued ongoing support and customer service is top shelf.

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

The integration with Outlook is seemless and the interaction between projects, tasks, journals, contacts and companies is amazing.

User friendly - a tutorial and a few times using it and usage becomes smooth. We also love the support team.

I am quite happy with the Service. After all of the bugs got sorted out, it has been amazing to use especially for the day to day operations.

I like that it is easy to use, and I am able to find what I am looking for very quickly.

A database of a companies real time pricing, customer discounts, and any item a tech could need at the techs fingertips would be awesome.

I enjoy the ease of use and organization it lends itself to, by being paper free.

Overall, the software is great. Our customers love the ServiceLink feature and those that are signed up for the ServicePortal love it.

The software has good integration for back office use.

This easy to use online software allows for us to quote customers and track service progress easily between the office and on the field.

Gone are the days of the paper inspection forms that come back to us all dirty, torn and unorganized.

The seamless integration with Sage Intacct by leveraging the dimensions for great reporting and insight.

Quoting straight from our technicians completed job helps us make sure we are not dropping opportunities, which improves sales and improves service to our customers.

I am secure in knowing that customer service will always take care of my issues. I love the fact that training is available as well as a well-regulated wiki.

Sometimes the system has some lag time and trouble uploading some of the paperwork.

ServiceTrade has a great product that is intuitive to use. Since we subscribed 4 years ago they have continued to expand on the capabilities with updates to the software every 2-4 weeks.

We have been with Service Trade for about 8 months and are very happy with our investment at this point and we have just scratched the surface of what this system has to offer us.

Not much to say here but that it is not designed specifically for fire protection companies so we had to customize to our processes.

I am solving the problems of scheduling jobs for on time appointments. It was a nightmare before Service Trade.

I love it since day 1 i was super happy and excited this made everybody  job much easier.

There are a lot of companies out there trying to solve the same problems.

I love the fact that I can bill in less than 24 hour after job completion. This App also helps keep track of location of all techs, which helps cut cost for emergency service.

The ease and simplicity the program is to use both on the administrative side and the field side.

Asset management and reported deficiencies are fantastic for both customer service and generating future revenue.

Plus if the technician doesn’t know where to go it goes right to maps for directions. Like I said it’s a great app.

Does not always integrate 100% to QBO, failed invoices with no real explanation (maybe 1 in 20 occurrence).

US Dollar

CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With this software, marketing is done easily and efficiently because it can assist in creating strategic plans, sending bulk emails, generating leads and evaluation. It also has tools to have successful sales.


The CRM, together with Outlook, stores data about the customers and allows users to access them. The software also offers a project management module that allows automation of the workflow. Additionally, assessment of the business performance is possible with the analytics tool available in this software. Professionals can also use it as a web application or via mobile devices. It works offline so employees can track business opportunities and engage with customers, even from remote locations.


LongDescription

File Management

Commenting/Notes

Real Time Analytics

Engagement Tracking

Deadline Management

Milestone Tracking

Document Templates

Project Workflow

Customer Surveys

Case Management

Forecasting

Multi-Channel Marketing

Status Tracking

Meeting Management

Billable Items Tracking

Internal Chat Integration

Committee Management

Subcontractor Management

Due Date Tracking

Time Tracking

Project Templates

Trust Accounting

Lead Capture

Performance Management

Email Alerts

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Timer

Subscription Management

Charting

Progress Tracking

Drip Campaigns

Job Costing

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Ad hoc Reporting

Financial Management

SSL Security

Calendar/Reminder System

Relationship Tracking

Time Clock

Invoice Management

Portfolio Management

Project Planning/Scheduling

Project Management

Task Planning

Auto-Dialer

Lead Distribution

Projections

Multi-Campaign

Pipeline Management

Communication Management

Customer Database

Call Recording

Registration Management

Team Assignments

Resource Management

Customer Advocacy

Calendar Management

Customizable Fields

Collaboration Tools

Activity Management

Assignment Management

Sales Trend Analysis

Conflict Management

Client Tracking

Template Management

Scheduling

Data Import/Export

Campaign Segmentation

Email Tracking

Email Campaign Management

Call List Management

Campaign Planning

Accounting

Multiple Projects

Buyer Management

Email Templates

Subscriber Management

Email Distribution

Contact Management

Sales Approval

Opportunity Management

Project Time Tracking

Lead Management

Email Marketing

Cost-to-Completion Tracking

Mobile Access

Planning Tools

List Management

Sales Reports

Grant Management

Windows 7

Windows Vista

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

Premium monthly: $24 per user, per month.
Premium lifetime: $369 per user + 15% annual support fee.

A free plan is also available.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

eWay-CRM

In Person

Live Online

Documentation

Videos

ServiceTrade is the software platform for commercial HVAC, mechanical, and fire contractors that streamlines operations, optimizes field performance, and boosts sales and client retention. During a persistent skilled labor shortage, contractors use ServiceTrade to control the costly chaos of on-demand work and effectively deliver contract commitments. ServiceTrade streamlines service and project operations to reduce administrative costs, optimizes field performance to increase revenue per technician, and boosts sales and client retention to grow margins. Over 1,300 commercial contractors trust ServiceTrade’s 11+ years of experience to help them manage over 13 million assets and invoice over $7.5 billion in revenue annually.

Work Order Creation

Electronic Payments

Dispatch Management

Real-Time Monitoring

Electronic Signature

Recurring Appointments

Job Management

Geographic Maps

Mobile Signature Capture

Multi-Location

Self Service Portal

QuickBooks Integration

Technician Management

File Storage

Compliance Management

Real Time Data

Routing

Historical Reporting

Select : $89/month/technician paid annually. Office users free. 
Premium : $139/month/technician paid annually. Office users free. 
Enterprise : $189/month/technician paid annually. Office users free.

eWay-CRM vs ServiceTrade

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