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.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, Germany, United Kingdom, United States

    Supported Languages

    Czech, English, German, Norwegian, Russian

    Pricing starting from:

    US$24.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    eWay-CRM Software - All your contacts are in one place with eWay-CRM. You and your colleagues can easily access them whenever needed.
All you need to do is go into the Contacts module. Additionally, every contact is linked to the related company or project.
    eWay-CRM Software - Our workflow is here at your service. Adjust it so that it corresponds with the job your team does. You can also set various workflows for different activities. With each project, you can set due dates and budgets as well as assign roles.
    eWay-CRM Software - With just a few clicks, you can create a quote from your price list, export the quote into your company template, and attach all important phone calls and meetings. Everything is clear, easy to understand, and in one place.
    eWay-CRM Software - eWay-CRM has a set of predefined reports to provide you with crucial information concerning various parts of your business. It spans from company sales statistics all the way to time sheets of a particular colleague.
    eWay-CRM Software - eWay-CRM Web is an online app that runs inside a web browser. You can use any device that’s by hand to access your data.
    eWay-CRM Software - eWay-CRM Mobile
    eWay-CRM Software - eWay-CRM Mobile Quick Access Menu
    eWay-CRM Software - Documents can be stored and managed in eWay-CRM
    eWay-CRM Software - Work reports act as timesheets, enabling users to track hours worked by each employee
    View 16 more
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM video
    eWay-CRM Software - All your contacts are in one place with eWay-CRM. You and your colleagues can easily access them whenever needed.
All you need to do is go into the Contacts module. Additionally, every contact is linked to the related company or project. eWay-CRM Software - Our workflow is here at your service. Adjust it so that it corresponds with the job your team does. You can also set various workflows for different activities. With each project, you can set due dates and budgets as well as assign roles. eWay-CRM Software - With just a few clicks, you can create a quote from your price list, export the quote into your company template, and attach all important phone calls and meetings. Everything is clear, easy to understand, and in one place. eWay-CRM Software - eWay-CRM has a set of predefined reports to provide you with crucial information concerning various parts of your business. It spans from company sales statistics all the way to time sheets of a particular colleague. eWay-CRM Software - eWay-CRM Web is an online app that runs inside a web browser. You can use any device that’s by hand to access your data. eWay-CRM Software - eWay-CRM Mobile eWay-CRM Software - eWay-CRM Mobile Quick Access Menu eWay-CRM Software - Documents can be stored and managed in eWay-CRM eWay-CRM Software - Work reports act as timesheets, enabling users to track hours worked by each employee

    Features

    Total features of eWay-CRM: 192

    • API
    • Access Controls/Permissions
    • Accounting
    • Accounting Integration
    • Activity Management
    • 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
    • Case Management
    • 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
    • Donor Management
    • 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 Contact Centers
    • For Financial Institutions
    • For Nonprofits
    • Forecasting
    • Forms Management
    • Fundraising Management
    • Grant Management
    • Image Library
    • Interaction Tracking
    • Internal Chat Integration
    • Invoice Management
    • Issue Management
    • Issue Tracking
    • Job Costing
    • Job Scheduling
    • Lead Capture
    • Lead Distribution
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • Legal Case Management
    • List Management
    • Mailing List Management
    • Marketing Automation
    • Meeting Management
    • Membership Management
    • Microsoft Outlook Integration
    • 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
    • Timer
    • 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
    (272)
    Value for Money
    4.7/5
    Features
    4.5/5
    Ease of Use
    4.5/5
    Customer Support
    4.8/5

    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 272
    Jan V.
    Overall rating
    • Industry: Computer Software
    • 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 9.0 /10

    A great tool

    Reviewed on 07/01/2022

    Pros

    I can see all the information together and there is a tight integration with outlook. We can modify it by our needs. There is a great support.

    Cons

    With the new version most problems are gone.

    Tomáš P.
    Overall rating
    • Industry: Oil & Energy
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    We use eWay-CRM and can only recommend it- RUML s.r.o.

    Reviewed on 11/01/2022

    Informations are crucial in sales, thanks to eWay- CRM we have most importatnt data save.

    Informations are crucial in sales, thanks to eWay- CRM we have most importatnt data save.

    Pros

    An integration into the Outlook. Very easy is making a meeting record - you can use - notes, photos, voice record ...

    Cons

    It´s like an Excel .. means it´s like the tables and you can customize it quickly

    Laura S.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    eWay

    Reviewed on 14/12/2021

    it has been ok not been the most slickest CRM I have used but it does have some nice features to it...

    it has been ok not been the most slickest CRM I have used but it does have some nice features to it which compensates for some of its clunkiness

    Pros

    I like how the outlook integration works for setting callbacks to keep you organized

    Cons

    It crashes quite a bit or logs you out after a certain time of inactivity, I also don't like how the the contact and company information are in 2 different parts of the system, would be better on one view

    Douglas B.
    Overall rating
    • Industry: Utilities
    • 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 6.0 /10

    Tied at the Hip with Outlook

    Reviewed on 28/10/2021

    I've deployed eWay with 2 of our 3 salesmen. Still trying to get a feel for full extent to which...

    I've deployed eWay with 2 of our 3 salesmen. Still trying to get a feel for full extent to which we will utilize it. Eventually, will deploy it to the newer, third salesman -- but not sure that he will utilize. I was disappointed with custom report capability (without SQL programming), but when I learned to use the filters, my needs were met (for now). eWay offered to do the custom programming for a fee, but the bennefit didn't justify the cost. Overall, I appreciate the close integration with Outlook and, at the end of the day, that is what prompted me to select eWay over other alternatives.

    Pros

    We absolutely wanted (and found) an add-in to Outlook that would prompt for Sales Lead association upon sending an email. We can go about our normal business and it will prompt us for association -- as long as the contact is in the database.

    Cons

    Cost is higher than expected....but partly because I have to pay for extra storage.
    - When we associate an email (or email chain) with a Sales Lead, all of the messages with that lead are stored on eWay.
    - The problem is that we send and receive many large attachments.
    - We wish there was a way to not store attachments.

    Reasons for Switching to eWay-CRM

    I liked the outlook integration...it didn't force me to change the way I took care of email.

    Response from eWay System

    Hello Douglas,

    thank you for the review. We are happy for your feedback!

    Team eWay

    Kathleen P.
    Overall rating
    • Industry: Management Consulting
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Best CRM integrated with Microsoft Outlook

    Reviewed on 09/12/2021

    Pros

    We love the seamless integration with Outlook. We spent a few years looking for a Microsoft BCM replacement and eWay-CRM was the first system that not only provided the functionality of BCM, but took it to the next level. The seamless integration with Outlook was a must for us. Also, we occupy a very niche marketplace so the level of customization available in eWay was a must. After a year or so, I am sure we have only scratched the surface regarding all the available features, etc.

    Cons

    Using eWay is pretty straight forward and basic customization (adding fields, etc.) is pretty easy. However, if you need to add more advanced features / customizations, it can get pretty complicated quickly (especially for someone like me that is not computer savvy). But I guess that is par for the course -- the more customizable, the more complex. I prefer to have a consultant at eWay take care of these items and recommend solutions. I think it is well worth the expense.

    Showing 5 reviews of 272 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+

    eWay-CRM supports the following languages:

    Czech, English, German, Norwegian, Russian

    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

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