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.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

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

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Cataloging/Categorization

User Management

Data Enrichment

Product Catalog

Proposal Generation

Leaderboards

Rich Text Editor

Customer Service Analytics

Electronic Signature

Knowledge Management

Call Logging

Call Management

Customer Support

Process/Workflow Automation

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

eWay-CRM vs Workbooks

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Product Demo & Screenshots

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