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eWay-CRM

About eWay-CRM

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.

It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

eWay-CRM allows users to import their existing data on customers and business opportunities using a built-in template which can be filled with data and uploaded by dragging-and-dropping. Details of all customers, partners, suppliers, and competitors are stored in a single database, and can be organized into custom categories, sorted and filtered based on importance, potential, relationship type, size, location, or any custom fields. Full communication histories are stored, including emails, phone calls, meetings, invoices, and documents, and are carried across when projects are created from leads. Automated reminders are synchronized with Outlook tasks, and generated for overdue payments; customer birthdays; if a customer stops ordering; and more.

Through the marketing module in eWay-CRM, users can send out targeted email campaigns to potential customers, with email templates, wildcards for message personalization, and automatic feedback tracking. The deals module enables management of individual business cases using customizable workflows and automatic task generation. Deal sources can be tracked, and users can create quotes, plan meetings, and view a range of sales statistics. A variety of standard reports are built into eWay-CRM, and users can export reports as Microsoft Word, Excel, and PDF files.

Pricing starting from:

US$24.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of eWay-CRM

  • Users can manage marketing campaigns, with tools for importing data, creating email campaigns, targeting recipients, and tracking the number of emails sent, delivered and opened, clicks and unsubscribes.

  • Deals can be converted into projects, with full communication histories including emails, meetings, and phone calls copied into the project along with related documents.

  • The deals module enables users to manage opportunities, track communications, and plan follow-ups, with customizable workflows and automatic task generation.

  • Details of all customers, partners, suppliers, and competitors are stored in a single database, with full business communication histories, and can be sorted or filtered based on relationship type, potential, importance, size, geography, or user-defined custom fields.

  • Predefined reports, including company sales statistics and employee time sheets, provide users with insights into various areas of their business, and can be exported as Microsoft Word, Excel, or PDF files.

    • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Countries available

    Australia, Canada, Germany, South Africa, United Kingdom and 1 others

    Supported Languages

    Czech, English

    Pricing starting from:

    US$24.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    eWay-CRM Software - Our mobile app helps you be effective on the go. All data is automatically synced to your smartphone so you can work even offline. That's right. If you are somewhere with poor internet, eWay-CRM Mobile still works like a charm.
    eWay-CRM Software - Make sure you won't miss our free PowerBI Sales Executive Dashboard. It's a great tool that helps you stay on top of your sales activities. Just give it a try. It's free.
    eWay-CRM Software - Use eWay-CRM Online if you need to work outside Outlook.
    eWay-CRM Software - Make sure you won't miss our free PowerBI Sales Executive Dashboard. It's a great tool that helps you stay on top of your sales activities. Just give it a try. It's free.
    eWay-CRM Software - Our mobile app helps you be effective on the go. All data is automatically synced to your smartphone so you can work even offline. That's right. If you are somewhere with poor internet, eWay-CRM Mobile still works like a charm.
    View 6 more
    eWay-CRM video
    eWay-CRM Software - Our mobile app helps you be effective on the go. All data is automatically synced to your smartphone so you can work even offline. That's right. If you are somewhere with poor internet, eWay-CRM Mobile still works like a charm.
    eWay-CRM Software - Make sure you won't miss our free PowerBI Sales Executive Dashboard. It's a great tool that helps you stay on top of your sales activities. Just give it a try. It's free.
    eWay-CRM Software - Use eWay-CRM Online if you need to work outside Outlook.
    eWay-CRM Software - Make sure you won't miss our free PowerBI Sales Executive Dashboard. It's a great tool that helps you stay on top of your sales activities. Just give it a try. It's free.
    eWay-CRM Software - Our mobile app helps you be effective on the go. All data is automatically synced to your smartphone so you can work even offline. That's right. If you are somewhere with poor internet, eWay-CRM Mobile still works like a charm.

    Features

    Total features of eWay-CRM: 187

    • API
    • Access Controls/Permissions
    • Accounting
    • Accounting Integration
    • Activity Tracking
    • Ad hoc Reporting
    • Advocate Management
    • Agile Methodologies
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling
    • Assignment Management
    • Auto-Dialer
    • Auto-Responders
    • Batch Processing
    • Bid Management
    • Billable Items Tracking
    • Billing & Invoicing
    • Billing Rate Management
    • Budget Management
    • Buyer Management
    • CAN SPAM Compliance
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call List Management
    • Call Monitoring
    • Call Recording
    • Campaign Analytics
    • Campaign Management
    • Campaign Planning
    • Campaign Segmentation
    • Change Order Management
    • Charting
    • Click Tracking
    • Client Management
    • Client Tracking
    • Client/Property Matching
    • Collaboration Tools
    • Commenting/Notes
    • Committee Management
    • Communication Management
    • Conflict Management
    • Contact Database
    • Contact Management
    • Contract/License Management
    • Cost-to-Completion Tracking
    • Customer Advocacy
    • Customer Database
    • Customer Segmentation
    • Customer Surveys
    • Customisable Branding
    • Customisable Forms
    • Customisable Reports
    • Customisable Templates
    • Customizable Fields
    • Data Import/Export
    • Data Management
    • Data Synchronisation
    • Deadline Management
    • Deal Management
    • Document Generation
    • Document Management
    • Document Storage
    • Document Templates
    • Donation Tracking
    • Drag & Drop
    • Drip Campaigns
    • Due Date Tracking
    • Dynamic Content
    • Email Alerts
    • Email Campaign Management
    • Email Distribution
    • Email Management
    • Email Marketing
    • Email Templates
    • Email Tracking
    • Engagement Tracking
    • Estimating
    • Event Management
    • Expense Tracking
    • File Management
    • File Sharing
    • Filtering
    • Financial Management
    • For AEC Industry
    • For Contact Centers
    • For Insurance Industry
    • For Nonprofits
    • For Real Estate
    • For Small Businesses
    • For Startups
    • Forecasting
    • Forms Management
    • Fundraising Management
    • Grant Management
    • Image Library
    • Interaction Tracking
    • Internal Chat Integration
    • Issue Management
    • Issue Tracking
    • Job Costing
    • Lead Capture
    • Lead Distribution
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • List Management
    • Marketing Automation
    • Meeting Management
    • Membership Management
    • Milestone Tracking
    • Mobile Access
    • Mobile Optimised Emails
    • Multi-Campaign
    • Multi-Channel Communication
    • Multi-Channel Marketing
    • Multiple Projects
    • Nonprofit Advocacy
    • Opportunity Management
    • Percent-Complete Tracking
    • Performance Management
    • Pipeline Management
    • Pipeline Reports
    • Planning Tools
    • Portfolio Management
    • Progress Tracking
    • Project Management
    • Project Planning
    • Project Planning/Scheduling
    • Project Templates
    • Project Time Tracking
    • Project Tracking
    • Project Workflow
    • Projections
    • Quotes/Estimates
    • Real Time Analytics
    • Real Time Notifications
    • Real Time Updates
    • Referral Tracking
    • Registration Management
    • Relationship Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Reporting/Project Tracking
    • Resource Management
    • Role-Based Permissions
    • SSL Security
    • Sales Approval
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Scheduling
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Social Media Integration
    • Spam Blocker
    • Status Tracking
    • Subcontractor Management
    • Subscriber Management
    • Subscription Management
    • Summary Reports
    • Tagging
    • Task Management
    • Task Planning
    • Task Progress Tracking
    • Task Scheduling
    • Team Assignments
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Clock
    • Time Tracking
    • To-Do List
    • Traditional Methodologies
    • Trust Accounting
    • Visualisation
    • Volunteer Management
    • WYSIWYG Editor
    • Warranty Tracking
    • Website Integration
    • Workflow Management

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    Reviews

    Overall rating

    4.6 /5
    (527)
    Value for Money
    4.6/5
    Features
    4.5/5
    Ease of Use
    4.5/5
    Customer Support
    4.7/5

    Already have eWay-CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 527 Read all reviews
    Showing 5 reviews of 527
    Rupert
    Overall rating
    • Industry: Computer Software
    • Company size: Self Employed
    • Used Weekly for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    The Customizable CRM Platform That Meets Your Business Needs

    Reviewed on 29/04/2023

    My overall experience with setting up eWay-CRM for the client was highly favorable. The platform's...

    My overall experience with setting up eWay-CRM for the client was highly favorable. The platform's installation and configuration were straightforward, and the wealth of customization options empowered me to adapt the platform to the client's unique requirements. Although certain advanced features might demand supplementary training or assistance, I believe eWay-CRM is an excellent option for any organization seeking a customizable and user-friendly CRM platform

    Pros

    Among the aspects I appreciated most when implementing eWay-CRM for a client was the seamless installation and configuration process. The platform's setup wizard proved to be user-friendly and intuitive, making the installation swift and hassle-free. Moreover, the integration with Microsoft Outlook facilitated the setup and customization of the client's email and calendar integration.Additionally, I found the extensive customization options offered by eWay-CRM to be truly commendable. The ability to adapt the platform to the distinct needs and workflows of the client was a significant advantage. Consequently, I managed to create tailor-made fields, views, and workflows that impeccably catered to the customer's specifications

    Cons

    In line with my experience utilizing the platform, I faced no substantial challenges or setbacks during the eWay-CRM setup for the client. Nonetheless, I observed that some of the more sophisticated customization options could be slightly intricate for non-technical users. As a result, it might necessitate some guidance or training to ensure these features are configured accurately and function as intended

    Mark
    Overall rating
    • Industry: Insurance
    • Company size: Self Employed
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Contact Management - Replacing Business Contact Manager

    Reviewed on 10/03/2023

    I am happy with e-Way CRM as it has fulfilled my need to stay on top of my insurance business with...

    I am happy with e-Way CRM as it has fulfilled my need to stay on top of my insurance business with hundreds of clients. It has been a reliable solution.

    Pros

    I use eWay-CRM to replace Microsoft Outlook Business Contact Manager which I used for years but is now obsolete. It is doing the job nicely after my database was imported into e-Way. I like having my client’s data records stored in a server other my computer since I know my data is safe and secure. I had a hard drive failure before when everything was stored on my computer and came close to losing almost 20 years of client data. I no longer worry about that. There were some issues initially when moving things to e-Way but their support staff ([sensitive content hidden]) was very helpful and responsive. They had to do some tweaks for my business model which they completed in a timely manner.

    Cons

    I would like to see more options for the end user being able to customize fields and layouts. You can do some things but it is not as flexible as BCM was. Some things have to be done by the support staff that I think could be done by the user. That said, again they are helpful with this when asked to make changes. I would also like to see custom filters be able to use any data field when creating custom filters. Currently that is not an option. You have only certain fields available.

    Alternatives Considered

    Prophet CRM

    Reasons for Choosing eWay-CRM

    BCM has not been supported since 2016 and I was having many problems with it since it was not being updated.

    Reasons for Switching to eWay-CRM

    Seemed to be much more support and regular updates.
    Miroslav
    Overall rating
    • Industry: Civil Engineering
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Recenze

    Reviewed on 16/03/2023

    Sometimes frustrating because synchronization often turns on after closing and opening the whole...

    Sometimes frustrating because synchronization often turns on after closing and opening the whole OutLook.

    Pros

    Integration into OutLook makes it easier to connect orders from mails to more complex data.

    Cons

    It is slow compared to other services and for its age.

    Christopher
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Powerful and easy to use Outlook CRM for managing customer relationship and boosting productivi...

    Reviewed on 16/08/2023

    Great user experience.

    Great user experience.

    Pros

    eWay-CRM is absolutely the best Outlook CRM that help us to manage all our customers information like emails and notes in one place this helps us to save time and be more efficient and effective in all our projects because all communication anybody can read and make smart decisions. It's a great tool because it integrates with emails, calendar, tasks and contacts. It's easy to use this tool as it has a very intuitive and user-friendly UI and it works like Outlook making more easy to use and understand. When it comes to projects management it keeps them under control.

    Cons

    My team have been more productive and effective. Boost our sales and automate all our business services to save time and cost.

    Petra
    Overall rating
    • Industry: Education Management
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    eWay - easy way to controll yout business

    Reviewed on 02/05/2023

    We are eWay as our CRM for everyone - KAM, project manager, advisors, administrative for training,...

    We are eWay as our CRM for everyone - KAM, project manager, advisors, administrative for training, director and me. Every day is used and is there is any problem, we need it to be fixed as soon as possible - without eWay we have no information.

    Pros

    Features and logic and improving. You can customize the SW as you need and if you know how, you can do it by yourself.

    Cons

    In the beginning the call from mobile phone was reported easily in the app "automaticaly" but this is no longer possible. This was nice for better reporting of time, how long you spent calling clinets. You can do it now manualy, but the added value is lost.

    Alternatives Considered

    RAYNET CRM

    Reasons for Choosing eWay-CRM

    The internal designet databes was no longer enough for our needs.

    Reasons for Switching to eWay-CRM

    Because of Office 365 and Microsoft products, we choose eWay
    Showing 5 reviews of 527 Read all reviews

    eWay-CRM FAQs

    Below are some frequently asked questions for eWay-CRM.

    eWay-CRM offers the following pricing plans:

    • Starting from: US$24.00/month
    • Pricing model: Free Version, Subscription
    • Free Trial: Available

    Premium monthly: $24 per user, per month. Premium lifetime: $369 per user + 15% annual support fee. A free plan is also available.

    eWay-CRM has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    eWay-CRM supports the following languages:

    Czech, English

    eWay-CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    eWay-CRM integrates with the following applications:

    3CX, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Poll Everywhere, Quickbooks Online, Tableau, TeamViewer, WordPress, Zapier

    eWay-CRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for eWay-CRM.