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, Ireland, South Africa and 2 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: 185

    • 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
    • Autoresponders
    • 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 Optimization
    • 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
    • Status Tracking
    • Subcontractor Management
    • Subscriber 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

    Alternatives

    Tableau

    4.6
    #1 Alternative to eWay-CRM
    Tableau is the world’s leading AI-powered analytics and business intelligence platform. Learn More!

    Salesforce Service Cloud

    4.4
    #2 Alternative to eWay-CRM
    Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your...

    Pipedrive

    4.5
    #3 Alternative to eWay-CRM
    Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

    HubSpot Marketing Hub

    4.5
    #4 Alternative to eWay-CRM
    HubSpot Marketing Hub is a scalable, all-in-one platform for inbound marketing, combining content marketing, marketing...

    Reviews

    Overall rating

    4.5 /5
    (676)
    Value for Money
    4.4/5
    Features
    4.3/5
    Ease of Use
    4.4/5
    Customer Support
    4.7/5

    Already have eWay-CRM?

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

    Showing 5 reviews of 676
    Tomáš
    Tomáš
    Overall rating
    • Industry: Real Estate
    • Company size: 2–10 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 CRM reference

    Reviewed on 26/06/2024

    Pros

    Price
    Easy to adjust to your needs
    Incorporated in Outlook

    Cons

    Lack of connections to other systems or 3rd party services

    Lukas
    Overall rating
    • Industry: Accounting
    • 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

    Great useful CRM

    Reviewed on 28/10/2024

    Happy with it, we don't feel need to change.

    Happy with it, we don't feel need to change.

    Pros

    Functionality: it just does what it says it does. For us it's a customizable CRM where we have tens of custom fields suited for our needs. Layout of fields is also customizable. We have all information about our customers in one place. And I also appreciate that it is (also) a desktop app which integrates to Outlook - I am not a fan of Online Outlook.

    Cons

    Although it is currently understandable possibly due to technical impossibilities, I don't like, that the most useful new features are available only in online version of the app. I like, I want and I need the desktop version.

    Jan
    Overall rating
    • Industry: Logistics & Supply Chain
    • Company size: 5,001–10,000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Overal GOOD

    Reviewed on 27/01/2025

    Pros

    User-friendly program, easy input. Clear and easy to understand.

    Cons

    It's a good CRM program, but the linking of opportunities and projects might be unnecessary as they refer to the same thing.

    Tomáš
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 1,001–5,000 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 0.0 /10

    Review1234

    Reviewed on 27/01/2025

    After the initial test, I only use it as a data base. I can't determine if the problem lies in the...

    After the initial test, I only use it as a data base. I can't determine if the problem lies in the overall system or a bad user setup.

    Pros

    Comprehensiveness of recorded data and overall overview in one.

    Cons

    Nonsensical sequence of steps in filling and moving projects.

    Johan
    Overall rating
    • Industry: Insurance
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    Great product

    Reviewed on 14/11/2024

    Very good, it does everything I need and more.
    It is adaptable to any situation.

    Very good, it does everything I need and more.
    It is adaptable to any situation.

    Pros

    The flexibility, I could set it up to answer all my needs as an insurance broker

    Cons

    The price, its a great product but it is expensive.

    Alternatives Considered

    OneDrive

    Reasons for Choosing eWay-CRM

    I used access for 15 years and needed something more advanced

    Switched From

    Microsoft Access

    Reasons for Switching to eWay-CRM

    It was very customizable, easy to use and the support function is real good
    Showing 5 reviews of 676 Read all reviews

    eWay-CRM FAQs

    Below are some frequently asked questions for eWay-CRM.

    eWay-CRM offers the following pricing plans:

    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 Remote, 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.