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.

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.

    • 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 10 more
    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

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    Reviews

    Overall rating

    4.6 /5
    (512)
    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 512 Read all reviews
    Showing 5 reviews of 512
    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.

    Rosta
    Overall rating
    • Industry: Chemicals
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    Useful information tool

    Reviewed on 04/08/2023

    Pros

    One of the best thing is, that Eway CRM is easy to use and new employees can learn it in very short time.

    Cons

    Sometimes there were problems with updates, where all works which were done during updates, disappeared.

    Mike
    Overall rating
    • Industry: Industrial Automation
    • 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 4.0 /10

    eWay-CRM Review

    Reviewed on 12/03/2023

    Overall we receive value for money. The eWay-CRM provides us with the key things we need to assist...

    Overall we receive value for money. The eWay-CRM provides us with the key things we need to assist us with sales management. There's a lot it doesn't offer, but when compared against alternative CRM's, eWay-CRM is cheaper.

    Pros

    I like how eWay-CRM has the ability to categorize organization's and contacts. This helps you to filter and refine groups for targeting on business development and email-shots.

    Cons

    I find it difficult to implement new updates from eWay-CRM. It appears that every time a new update comes out, it requires the support team to remotely go into the backend of our software and update. We also suffer a lot of bugs and crashes on a daily basis. These eventually get fixed, but it's been an ongoing problem from the beginning of the installation.

    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.

    Mansi
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 51–200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Project Management Software

    Reviewed on 04/08/2023

    Really awesome product which is providing complete solutions and support for our business and...

    Really awesome product which is providing complete solutions and support for our business and fulfilling business needs.

    Pros

    eWay-CRM is complete customer relationship management tool, which can be used to manage project, email marketing, project process, CRM purposes.

    Cons

    Good software and have many benefits under one and single console.

    Showing 5 reviews of 512 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

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