eWay-CRM

Workbooks

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Ratings & Reviews

Overall Rating

4.65 / 5 (110)

4.36 / 5 (102)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

5.0 / 5

4.0 / 5

Customer Support

5.0 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

October 15, 2019

August 6, 2019

Pros/Cons

  • Pros

  • Great features. Works within Outlook. Incredible customer support. They take the time to explain the software to you. In fact, I am now able to customize some of the software on my own.

  • Very intuitive and user friendly. All is synchronized and really makes our work more efficient and productive.

  • Cons

  • Out of the box reporting is a bit limited, relational hierarchy can be a bit tricky to get your head around at first, however has some excellent advantages once you do

  • maybe customization, but probably it´s on opinion of everyone... in fact - every software needs customization, so - probably no cons...

  • Pros

  • The product is customizable and affordable. The customer service is prompt and thorough.

  • Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration

  • Cons

  • The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!

  • The only area we would like to see improved is Case handling. I think the software could be a little more intuitive and automated when is comes to customer communications.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

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Advisor Recommendations & User Awards

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Number of times our advisors have recommended this product

(in the last 30 days)

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Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots