eWay-CRM

4.5 (635)
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The Best CRM for Microsoft Outlook

Overall rating

4.5 /5
(635)
Value for Money
4.5/5
Features
4.4/5
Ease of Use
4.4/5
Customer Support
4.7/5

94%
recommended this app
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635 Reviews

Tracy
Tracy
Overall rating
  • Industry: Construction
  • 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 9.0 /10

Great customer service

Reviewed on 10/03/2023

Great overall experience.

Great overall experience.

Pros

The customer service at this company has been fabulous. They’ve answered each and every question I’ve posed to them great team to work with.

Cons

I wish the contact management software would integrate with our Verizon phone system. It does integrate with some phone systems I believe, but just not this one. That might be due to complexities of Verizon.

Jason
Overall rating
  • Industry: Law Practice
  • 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

eWay is the only Contact Management Software to Consider for a Law Practice

Reviewed on 28/03/2024

With the loss of business contact manager via outlook, eWay has been the only software we have...

With the loss of business contact manager via outlook, eWay has been the only software we have found that will do what a small and very busy law practice will need to use!

Pros

The way you can seamlessly sync all contacts, tasks, emails and anything else going on with a specific case. This is really important for a small law firm as I (the paralegal) can keep our clients up to date on the status of their case by seeing what I or the Attorney I work for have completed (tasks) and what has been done as far as communication with clients and opposing parties (emails) all in one easy to use system. Cannot recommend them enough. After dealing with QuickBooks support for 6 months, I truly appreciate the level of customer service eWay provides and does not stop until all issues have been resolved. Even when the issue is on our end they attempt to fix or point out potential problems with our system.

Cons

The only Con I had was knowing when eWay had a new update, but I expressed a desire to be emailed when new updates are released and within a release or two I started getting emails to inform me of a new update! So no more Cons with eWay.

Lubomir
Overall rating
  • Industry: Business Supplies & Equipment
  • 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 7.0 /10

User Review

Reviewed on 02/10/2024

Overall expoerience is positive. Ggood tool.

Overall expoerience is positive. Ggood tool.

Pros

User friendly GUI.

Cons

As add-on to outlook, it slowes down the outlook. Then to work in it is terrible.

Iva
Overall rating
  • Industry: Human Resources
  • 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 6.0 /10

Assessment Systems

Reviewed on 17/09/2024

We are using for 10 years, almost daily, app. 50 users

We are using for 10 years, almost daily, app. 50 users

Pros

possibility to connect to PowerBI
low licence fees per user

Cons

The speed. It takes long to open items, load grids etc.

Jan
Overall rating
  • Industry: Outsourcing/Offshoring
  • 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

eWay-CRM experience

Reviewed on 05/08/2024

Implementation of eWay-CRM was the right choice for our company. It made order in all active and...

Implementation of eWay-CRM was the right choice for our company. It made order in all active and possible projects, internal projects included. Everyone in company uses it daily.

Pros

- User friendly enviroment
- Everything about company projects is placed on one place and accessible for anyone who has rights
- Nice and helpfull customer support

Cons

- For correct work you need to set rights for every user, kategory (group of users) without mistake (its not that hard and then it works nice)
- none

Milan
Overall rating
  • Industry: Machinery
  • 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 9.0 /10

excelent value for money

Reviewed on 27/05/2024

My overall experience with eWay-CRM has been exceptionally positive. The system is highly intuitive...

My overall experience with eWay-CRM has been exceptionally positive. The system is highly intuitive and seamlessly integrates with Outlook, making it easy to manage our sales pipeline. Its comprehensive features for contact management, deal tracking and project management have streamlined our workflow and improved our sales efficiency. Additionally, the customer support team is responsive and helpful, ensuring any issues are promptly resolved.

Pros

I highly recommend e-Way for sales tracking and lead management. It has transformed our sales process with its user-friendly interface, comprehensive features, and seamless integrations. e-Way is a game-changer for any sales team.

Cons

Repoting seems to be a little bit complicated.

Alternatives Considered

Dynamics 365

Reasons for Switching to eWay-CRM

user-friendly interface, seamless integrations - excellent value for money
Lubos
Overall rating
  • Industry: Medical Devices
  • 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 9.0 /10

Eway used exclusively for project management

Reviewed on 26/06/2024

It has brought to us a systematic evidence of all business leads and projects and helped us to...

It has brought to us a systematic evidence of all business leads and projects and helped us to specify better responsibilities for all projects as well as single stages of each project.

Pros

Integration with desktop Outlook and other MS applications,
easyness of use, simplicity of user interface

Cons

A bit complicated workflow management, non-perfect integration with Outlook tasks

Petr
Overall rating
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

eWay review

Reviewed on 09/05/2024

very easy to use, good connection with MS Outlook

very easy to use, good connection with MS Outlook

Pros

easy to use and work with it, good structure

Cons

not possible to add a meeting to 2 or more opportunities
not possible to add multiple documents in one step
would be nice if the status changes automatically when turned from Quote to Order now it is necessary end manually "follow the quote"

Ivana
Overall rating
  • Industry: Human Resources
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Useful but somewhat complex

Reviewed on 18/09/2024

Pros

Having many features and useful reports.

Cons

Being "heavy" and slowing down the computer. Some features, such as tracking tasks per project, may be a bit complex to use.

Radka
Overall rating
  • Industry: Retail
  • 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 7.0 /10

Recenze E-way

Reviewed on 22/10/2024

Pros

I like the ability to record notes, save emails and documents, schedule tasks and much more.

Cons

I don´t like frequent updates, occasional crashes

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.
Marco
Overall rating
  • Industry: Security & Investigations
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Perfect and seamless Office integration

Reviewed on 03/10/2021

We have solved a big issue of archiving and linking all the business elements (documents, emails,...

We have solved a big issue of archiving and linking all the business elements (documents, emails, contacts) that are very often linked to several different clients and suppliers, and simply recover all the data needed to evaluate complex business networks and development.

Pros

There are two features that are really fantastic; the first is the absolute integration with Outlook and office, which is seamless and intuitive, the second is the granular possibility to modify and add fields and steps in the various modules so the software can adapt perfectly to the business procedure of every company.

Cons

There are minus features that can be improved as the possibility to modify fields when they are displayed in lists.

Alternatives Considered

HubSpot Marketing Hub, Teamwork.com, Bitrix24 and Wrike

Reasons for Choosing eWay-CRM

Best overall performance and integration with Outlook

Reasons for Switching to eWay-CRM

We have tried all these products and eWay-CRM is absolutely more performant, less complicated to deploy and manage directly from Outlook the email, documents, and marketing. Time to deploy and instruct an employee to proficient use of the system is less than half in paragon with the tested software above.

Response from eWay System

Hello Marco,

thank you for the review. We are happy to send you the gift for your feedback, we just don't see your contact details. Can you please email us at [email protected]?

Team eWay

Lukáš
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Great CRM directly integrated to Outlook

Reviewed on 30/07/2023

Solved contact management - data is shared in the company, in one place. Also solved storing...

Solved contact management - data is shared in the company, in one place. Also solved storing important information client relevant - e.g. contracts, dates of effect of Power of Attorney etc.

Pros

All contacts in one place, integrated to Outlook, sync to Exchange so that contact info is accessed when searching for email address of a recipient. Also synced to Android contact list. And not just contacts but also companies as clients, suppliers as well. Super cool is adding tens of new data fields to contacts, companies, so we could scrapped multiple excel spreadsheets. Emails are automatically paired to contacts and companies - I can check emails of employees to clients, if I want to, even though I am not cc'd :-) And there are plenty more cool features I couldn't even imagine we needed :-)

Cons

Some sync issues occured - even to Outlook but mostly to cellphone when it can be messy, clunky and needed wiping of all synced data and resyncing completely. Also even though UI is friendly as Outlook can be, it took me a while to understand the logic and correct ways how to handle different things in the app.

Radek
Overall rating
  • Industry: Wholesale
  • 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 7.0 /10

eWay-CRM review

Reviewed on 18/12/2023

Pros

Integration with Outlook. Posibility to run CRM in the browser and phone app. Ease of use. Fast searching through databases.

Cons

Change in the pricing policy. It becomes too expensive for us.

Thomas
Overall rating
  • Industry: Telecommunications
  • Company size: 11–50 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Just getting started- but impressed

Reviewed on 19/10/2022

We had an excellent experience. Their team (lead by [SENSITIVE CONTENT]) did an excellent job...

We had an excellent experience. Their team (lead by [SENSITIVE CONTENT]) did an excellent job bringing us along with the trial. Easy integration into our workflow is key

Pros

The MS Out look plug in aspect of the product makes it incredibly easy to adopt and integrate into daily workflows.The ability to adapt the product and configure it to meet our needs without an outside consultant makes it possible to get the CRM we want without all the extra questions, costs and consulting

Cons

Still learning- nothing to negative at this point.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing eWay-CRM

We need something that was a bit more focused on the Sales process and the integration and ease of use made the decision for us.

Switched From

Bitrix24

Reasons for Switching to eWay-CRM

Ease of use and pricing
John
Overall rating
  • Industry: Railroad Manufacture
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Hatch & Kirk eWay experience

Reviewed on 19/05/2021

Overall this is an amazing product that WILL help your company improve its sales and customer...

Overall this is an amazing product that WILL help your company improve its sales and customer connections. Perfect for a smaller company that is looking for extensive features and keeps it simple by integrating into your existing systems!

Pros

eWay has been a huge improvement for our company, the ability to track long-term deals, check customer account activity and share important information between our sales teams.

Cons

Hard to teach older employees how to use the software, some redundancies, outlook will disable to eWay system due to the added strain on the system, slower load up times and often times information will need to be imputed into a deal that already exists within the customer profile.

Alternatives Considered

Salesforce Service Cloud and Tableau

Reasons for Switching to eWay-CRM

The price to valve ratio was far greater than any of the alternatives that we considered.
OLIVIER
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Myriad France review

Reviewed on 08/03/2024

Pros

good overview of all missions and all prospects

Cons

time consuming to complete a lot of items

Cliff
Overall rating
  • Industry: Information Technology & Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

eway-CRM solution elevate our customers experience and enhance our team collaboration.

Reviewed on 17/07/2023

My user experience has been absolutely stunning. This tool has greatly improved our customer...

My user experience has been absolutely stunning. This tool has greatly improved our customer relations and productivity in my organisation.

Pros

I really love and appreciate the seamless integrations with Microsoft Outlook and Office which enables us to access CRM functionalities directly within the Outlook interface, hence making it easy to track and manage our customer interactions without switching from one app to another. It offers customizable and scalable options which allows us to tailor this tool to our specific needs. It enables me to make things like custom fields, forms, workflows, and reports to align with unique business processes. Overall this tool accommodate the growth and evolving requirements of our business needs over time.Enhances team collaboration. We are able to collaborate effectively by sharing customer data, contact, task's and projects. Also we are abl to access real-time information, track progress, assign tasks, and communicate within this tool easily hence promoting collaboration and teamwork.

Cons

Some users in my organization especially those that are not tech-savvy or have limited experience with this tool find it a bit complex and difficult to navigate. Also the learning curve can be as well be steep which requires time and effort to fully understand everything.

Luke
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

Streamline customer management, enhances sales and marketing processes and project management.

Reviewed on 22/08/2023

eway-CRM offers email marketing and campaign management features. This allows us to effectively...

eway-CRM offers email marketing and campaign management features. This allows us to effectively engage with our customers, nurture leads and measure the success of our marketing strategies. Hence improving ROI.

Pros

eway-CRM is one of the greatest and best-in-class CRM integrated into Outlook that helps to streamline customer management, enhance sales and marketing processes, improves collaboration and project management. I also love how this tool provides valuable insights through reporting and analytics. This helps us to make data-driven decisions and also helps businesses effectively manage their customer relationships and drive growth. I like the mobile apps for iOS and Android devices enabling us to access and manage CRM data on the go. It enables us to view customer information, track activities, update tasks and communicate with my team anywhere, enhancing productivity and responsiveness.I also like the ability to task and project management capabilities, allowing us to create and assign tasks, set deadlines and track every progress. This also enables collaboration among teams by assigning tasks and sharing documents.

Cons

No cons yet. I am really loving the user experience I am having with this great CRM from Outlook. The support is unparalleled and responsive 24/7.

Amir
Overall rating
  • Industry: Management Consulting
  • 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

Familiarity - this really works the way you do (if you're over the age of 20!)

Reviewed on 20/02/2021

Overall, we're pleased with the experience from both a user and customer service perspective...

Overall, we're pleased with the experience from both a user and customer service perspective although of late the latter may have dropped a bit. The fact that the product is being continually improved upon shows that the vendors are focused, vested and attentive.

Pros

It's not just that eWay-CRM sits on top of MS Outlook, there are many other add-ins that do that; its that it's been designed to work 'within' Outlook the way that most Outlook users 'think' and work that makes it so appealing for professionals of a certain age who grow up using Outlook 2007, 2008, 2010, 2013 and 2016. It feels like 'home', renovated without spoiling the original 'wood floors and period features.

Cons

The lack of ability to provide its models and menus with alternative display names/headings is disappointing. The default names of "Deals" and "Projects" don't lend themselves well to certain categories of work or geographical preferences. For instance, we would prefer to use "Enquiries" instead of "Deals", and "Cases" instead of "Projects" in some circumstances.

Joe
Overall rating
  • 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

Best Small Sales Office CRM Software.

Reviewed on 24/01/2017

I own a small home based sales business with two employees including myself. Many years ago the...

I own a small home based sales business with two employees including myself. Many years ago the company I worked for used ACT as their CRM software. As the national sales manager for that firm I was able to make it work but I had to learn to use Crystal Reports to properly mine the data we were gathering.

in 2006 when I left to open my own company and I kept ACT because that is what I was what I knew. But after several hard drive failures that cost me many days of downtime reloading and trouble shooting software I decided to move my CRM data to the cloud. At that point I started working with "Prophet" by Avidian. It worked great for me and was pretty inexpensive by comparison. 2 years ago Prophet converted it's database and wanted to charge me dollars to convert what little data I had. After being a customer for so many years I saw that $ dollar demand as an act of war and went back to using ACT. Again ACT works but it is clumsy for me to keep bouncing back and forth between two software packages ACT and Outlook.

Last year I started working with Eway. It is very similar to Prophet in that it is cloud based and Outlook integrated but Eway offers a FREE version that works wonderfully. The customer service and technical training is second to none and the software works GREAT! And while I am sure I will convert to the pay version before long the free version does everything that I need in a nice concise easy to understand package. I highly recommend this company for small or start up sales offices.

Pros

Does everything a small sales office needs in the free version. Very flexible and getting better all the time.

Cons

I needed a couple of hours on the phone with Eway to get the hang of what goes where and why but once I had that figured out implementation has been full steam ahead.

Irving
Overall rating
  • Industry: Computer & Network Security
  • 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

eWay CRM the Great Outlook Integrator

Reviewed on 20/01/2023

Great for keeping notes and tracking information for customers and prospects, grouping user in...

Great for keeping notes and tracking information for customers and prospects, grouping user in categories, and attaching users to companies

Pros

Great ease of use and fantastic integration with Outlook, which is one the most important features for me. In fact change from another CRM for this very reason (the other CRM's integration with Outlook was always breaking on new updates).

Cons

Very few cons - one improvement, although not a big deal for me, would be if software would load quicker on startup. Once started its great.

Verified Reviewer
Overall rating
  • Industry: Graphic Design
  • 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

My Review for eWay-CRM

Reviewed on 26/06/2023

It centralize customer data in one place that makes it easy to make informed decisions.

It centralize customer data in one place that makes it easy to make informed decisions.

Pros

With eWay-CRM, I am in a better situation to customize and send high volume outbound marketing emails.

Cons

It’s been three years ever since I implemented eWay-CRM and I barely encounter flaws.

Veronika
Overall rating
  • Industry: Accounting
  • 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 7.0 /10

eWay review

Reviewed on 28/11/2023

We use eWay since 2009, mostly as a contact database, to track attendance and few customized...

We use eWay since 2009, mostly as a contact database, to track attendance and few customized reports. Overall we are satisfied, switching to Enterprice licence now so as a strategic plan for the future I personaly value that we can use our current licences. Thus the dislike as the monthly fee to rent the licence is expensive.

Pros

We value our customized reports which compare our data from attendance to profits on each client.
The use of eWay is not difficult, only time consuming to some employees working on different agendas.

Cons

The posibility to buy a licence have been disabled. Also since we use eWay for many years, our database is big and we noticed the start of outlook is slow, often outlook blocks eWay and sometimes it takes time to load report or open an module.

Nick
Overall rating
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Remote freelance consulting user

Reviewed on 04/05/2022

Solid and feaure rich CRM, well planned with minimal "bugs" - that I had expeienced. With timely...

Solid and feaure rich CRM, well planned with minimal "bugs" - that I had expeienced. With timely and responsive supported from online FAQs and reliable knowledgable personnel when needed.
Overall gets my vote as an Excellant CRM!

Pros

Since the begining it has been a well thought out intuitive CRM system that over the period of use has been updated and improved based on user feedback to ensure E-Way continues to provide advanced useful features. The software is intuitive with tools and features well placed on-screen's real-estate.

Cons

Perhaps more integration between Account and Contacts WRT the account's contact profile management wrt internal circle of politics! Since major account management heavily relies on the interaction between internal managers to progress deals and projects.