About eWay-CRM


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.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

106 Reviews of eWay-CRM

Average User Ratings

Overall

4.64 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(72)

4 stars

(30)

3 stars

(4)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 106 reviews

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March 2017

Freek from LVP Technology

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2017

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.

January 2017

Joe from Process Equipment Solutions

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

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.

April 2017

James from Tool & Instrument Engineering

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

April 2017

Well planned, very progressive

An excellent product which integrates into multiple office programs as well as multiple versions. The ability to customise workflows, add fields and now even change the look and feel of each form is brilliant. We are a niche business with specialized workflow, eway now integrates into out internal tracking system so sales staff have real-time customer data. the team have helped develop custom reporting and solved any technical issue very promptly. their updates are full of new features and improvements which are designed for users and managers. a well thought out product with great progression. Well done, keep up the great work.

Pros

ability to customise, integrates into outlook, new mobile app and automated objects.

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

October 2016

Eve from IST

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2016

eWay as a replacement for Microsoft BCM

I did a lot of research looking for a replacement to the now-defunct Microsoft Business Contact Manager that our office had been using. Most of them were much more sales-driven and feature heavy than what I needed, not to mention astronomically expensive. For our small company with just 2 sales and support people, we needed something that allowed us to track not just our sales but also our existing customers and their support issues that wouldn't cost us an arm and a leg. What first struck me was the option to do a one-time buy and host the database on our server, which we were already doing. Having it integrated directly into Outlook was important to me as well, I didn't want to have to completely re-learn a new piece of software. Now that we have been using eWay, I can tell you it was the best decision I have ever made. They were very patient with me as they transferred our old data into the new system and got it set up on our server. They made sure everything was right before we went live and spent a lot of time getting it just so. The transition itself went smoothly for us. Their support has been outstanding and their documentation and knowledge base are fabulous! We did a one hour training session via TeamViewer to help familiarize ourselves with the flow and the differences in how we could use it compared to BCM. That was all it took. I have been able to customize the forms and workflows myself with just a little help from the knowledge base. I am really enjoying using the software and I'm sure that I'll find other great features as I use it more. It looks like it has everything! Thanks eWay, this has been a great experience for me and your people have been fantastic to work with.

Pros

Ease of use, integrated into Outlook, one time license fee.

March 2018

Lubos from Ciele

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

March 2018

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

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

June 2017

Veronika from Intras Consulting, a.s.

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

June 2017

We use eWay CRM mainly for its efficient way of client´s database and reporting. Both perfect.

Pros

- all in one place
- easy to search
- great, because it´s all synchronized
- perfect customer support
- keeps our client´s list active with no number limits of contacts and still finds the contact in 2 seconds
- gives us customized reports and view on employees attendance

Cons

- sometimes it takes a time to load (especially remotely)
- takes a space on the server
- employees don´t like it because filling the attendance is time-consuming. Although when it is used every day, it is doable even for them and the reports are perfect afterwards :-)
- for some employees it might seem a little bit more sophisticated, therefore they need more training and explaining

June 2017

Simona from AGROP NOVA a.s.

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

June 2017

CRM system eWay has been used in our businees department for more than 2 years.

Pros

eWay is our 2nd CRM system supplier - after the 1st experience, we are EXTREMELY satisfied...shared companies, contacts, leads, projects etc. make it easier for each department to communicate with each other. We appreciate the speed and flexibility of all eWay -team members when setting up eWay system for our business according to our special requirements. In particular, the first implementation, which was processed with Mr. Lalinský´s personal participation by us. Everyday work with eWay is really easy and replaced obsolete paperwork.
The eWay CRM is very clear, intuitive and easy to understand for all users

December 2016

Dirk from VIPrent (Belgium)

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2016

CRM for a small company

800 offers per year, 150 projects per year ... al to follow up for one person is a huge, time-consuming job. eWay CRM helps me a lot in doing it : embedded in outlook it keeps track of the status of the offers towards customers and once transferred into projects I have all the mails related to the project immediately ad hand. The good thing about the tool is that you can build up gradually : first I work with leads, projects. than I added documents and calendar items to the projects and there are more functionalities I can add. one step at the time. It is possible to extract data and to analyze further in other tools like Excell. Even for very small companies like mine, eWay CRM is a handy tool to use. as it is embedded in Microsoft Outlook you do not need to install or use separate software : it's all integrated.

Pros

* embedded in outlook, no new tool to use or data to transfer
* easy to start, gradually use more functionalities
* extract data to excel for analysis

Cons

* upgrading seems simple, but always causes problems in my case. they are easily fixed by the tech. people.
* standard reporting ... rather limited

August 2017

Robin from Wyma Europe s.r.o.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

August 2017

A very capable Outlook based CRM system, which can was tailo to suit our needs at a reasonable cost.

Having all of the sales leads accessible in one place, being able to analyse and manipulate the data out of the system and into excel is an advantage.

Pros

The software is very easy to navigate your way around and E-way worked very closely with us to develop a customised system which was tailored to meet the needs of our business. The fact that it is Outlook based is also an advantage, no need to open other programs etc. E-way have continued to support us with post implementation changes to the software and also supported us with training in Europe and the Southern Hemisphere.

Cons

We have managed to overcome most of the issues that we had with the system initially, these were mainly issues of initial specification which were worked through together with E-Way to resolve

July 2016

David from David Bell

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2016

CRM with Project Management

We were looking for a product that turned Outlook into what we always thought it should be. Team-based project management software that allows for the organization and sharing of emails, tasks, calendars and notes around projects. Also, we did not want to have to spend thousands of dollars to customize the program to fit our exact needs. eWay met all of these requirements.

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.

Cons

I would really like to see a mobile app. I understand that they are working on one.

February 2019

Robert from R&S Design Computer Services

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019