eWay-CRM

4.6 (578)
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The Best CRM for Microsoft Outlook

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 - 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.

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    Reviews

    Overall rating

    4.6 /5
    (578)
    Value for Money
    4.5/5
    Features
    4.4/5
    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.

    Showing 5 reviews of 578
    Rupert
    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.
    Patrik
    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 7.0 /10

    Answer to the questionnaire

    Reviewed on 17/04/2024

    Today, I cannot imagine my work without using this system.

    Today, I cannot imagine my work without using this system.

    Pros

    Sharing customer data across the business.

    Cons

    System difficulty. It takes up a large amount of data that cannot be compressed automatically.

    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.

    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

    Showing 5 reviews of 578 Read all reviews

    eWay-CRM FAQs

    Below are some frequently asked questions for eWay-CRM.

    eWay-CRM offers the following pricing plans:

    • Starting from: USD 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 Remote, WordPress, Zapier

    eWay-CRM offers the following support options:

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

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