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.

This software is a big help for every work industry. I am so glad that this software will literally remove the usage of paper.

Some of the reporting is limited and I know they are working on it.

The highly customizable solution is easy to use and works well for our Business Analyst. The ease of use allows them to not only document the business processes but build solutions to support it.

At the time, it was easy to set up and go for someone with little to no coding experience. I needed a product to help me track music lessons, clients, students, expenses, mileage, etc.

The software is highly customizable and user friendly. It is much easier for our team to manage rather than having multiple shared sheets and files.

TrackVia is a great tool and I would highly recommend it for any business.

It has a good tracking workflow from the initialization to the end product. It is pretty flexible to integrate it with different project and teams.

It is a very intuitive and user-friendly program that has proved immensely useful in researching contracts, etc. The document merge is a dream.

I was looking for something lite. I wasn't ready to purchase or need to purchase a plan.

Requires no programming. Great support to set it up, much better than spreadsheets and has great ability to share information.

Amazing and easy to work with as a Super admin with help of great support team.

Most impactful is sharing of information through out our departments. Integration between our Quickbooks online platform and recurring invoices.

This is a worth to spend for. I am very satisfied with this software that we really have a real-time data.

We use TrackVia for Anti Money Laundering and other audit and compliance purposes.

Awesome, flexible platform, with even better customer service.

The initial training support is among the best we've ever seen.

Help me generate numbers I needed for my clients but also for end of year taxes, etc.

The app is something that they and we are working on. Some small glitches that they are working on, but have limited effect on our day to day.

Perfect if you want to build your own database system.

I don’t like how the fields are so constricted.

I like the ability to make tables with relationships the can be compiled into separate views easily. The “low code” platform really helps small business.

If I could point to anything, it's the inability to shift records between similar tables rather than having to export and then import, losing any docs that were uploaded.

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

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

You know how some companies struggle to get work done as efficiently as they should or could because of internal bottlenecks, bad data and lack of real-time coordination between back-office and front-line employees? Well, TrackVia has a way to digitize and streamline those critical work processes to double throughput, increase quality, and speed up job completion -- all without having to hire more people to do it. 

For example, we helped a global clothing brand reduce its custom order production process from 28 days using spreadsheets and email down to just 4 days after with TrackVia. 

Unlike generic, off-the-shelf software, TrackVia can be configured exactly the way you want it. And you can update or edit it anytime. So if you need workers to collect a new piece of information or add a step to their work process, you simply drag-and-drop a new data field or process step into TrackVia and hit save. Your application is updated instantly. No technical expertise or IT help needed. 

Additionally, TrackVia combines web and mobile into one simple solution. This means you can finally connect and coordinate work between your back-office managers and executives and production-line workers, warehouse managers, field service technicians or any other remote or mobile employee. TrackVia's native mobile app even allows remote employees to continue working without an Internet connection. Pretty cool, huh? 

Perhaps the best part of TrackVia is that you can use it to streamline one, two or 50 different work processes without paying more. For example, you can use TrackVia to automate and streamline everything from work orders, QC checks, manage inventory, maintain assets or equipment, do safety checks. We don't limit the number of use cases, records or storage you can use. The only time you pay more is when or if you add more users. 

Finally, TrackVia is a Colorado-based company who takes great pride in delivering premium US-based help and support to all its customers. Whether you're a fast-growing field service company or a Fortune 1,000 manufacturer, you'll get premium email and phone support, a designated success manager and free access to learning materials for all your users. When you call, we answer. 

Web App Development

Visual Modeling

Source Control

Graphical User Interface

Import/Export Management

Process Change Tracking

Workflow Configuration

Sales & Operations Planning

Electronic Signature

Approval Process Control

Mobile Development

No-Code

Integrations Management

Order Fulfillment

Shipping Management

Warehouse Management

Risk Management

Process Modeling & Designing

Requirements Management

Compliance Management

Forms Management

Graphical Workflow Editor

Integrated Development Environment

Service History

Workflow Management

Defect Tracking

Transportation Management

TrackVia will customize applications to fit your organization's exact needs, workflows and systems. Please visit our website for details.

eWay-CRM vs TrackVia

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