CRM that sits right inside your Outlook. Helps manage Contacts, Sales, Projects, and Marketing. Also available on the web and mobile.
Covers everything needed to maintain my client list and stay on top of what's happening. The customer support is friendly and responsive.
Has a tendency to crash or slow down laptop as infrequent, random times.
Filter reviews (529)
A+++. The Best CRM Software in the Market
Comments: I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager. The thing was free and Microsoft did not care to update it and discontinued it. I spend 2 to 3 months checking almost all CRM software I could find before selecting one to replace Microsoft Business Contact Manager, as I wanted to make sure I did this only once. I picked eWay-CRM and I picked right. Imported the old database without any issue and set it up and customize it myself, even though I have no IT background. Very easy to set up and to customize.
Things that I like the most: 1. Customization. You customize the forms, the views, the database, the workflows, and everything and use them whatever way you want to use them. Really. 2. The breadth of features. Whatever you want to do, eWay-CRM has a way to do it. 3. Customer service. You call customer service in the USA any time during working hours and [SENSITIVE CONTENT HIDDEN] will pick up the phone in 5 seconds and solve your issue pronto. 4. The stability. Windows 10 and Office have dozens of updates and changes. You can always count on eWay-CRM to be there, stable, available 100% of the time. 5. Reliability. Everything is backup in the cloud instantly. My data is safe.
I like eWay-CRM so that much that I cannot think on anything to change, except some very minor icon function changes I suggested in the online forum. Has not been changed because fellow users did not agree with my suggestion. I can live with that and recognize that that only changes with a lot of users support can be implemented.
CRM is good
Comments: Easy to use but reporting and monitoring is not so good
Integration in MS Outlook
Reports are bad
Alternatives Considered: Infor OS
Reasons for Choosing eWay-CRM: Better control and access.........................
Switched From: Microsoft Excel
Reasons for Switching to eWay-CRM: Costs but soon we most probably switch to infor CRM
Comments: 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.
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.
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.
Streamline customer management, enhances sales and marketing processes and project management.
Comments: 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.
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.
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.
projekt management and email management.
Little bit big structure for small company like us.
Project Planning and Management Program of 2023
Comments: Contact management.Project planning and management.
I like that eWay-CRM allows me to plan, track and manage projects automatically.
During initial set up it was overwhelming to use some features on eWay-CRM.
+tracking emails belonging to the specific project
- synchronization issues -frequent updates (mainly in the beginning, nowadays not so much)
Comments: As CRM goes this has been a superior experience.
Being able to integrate with Outlook is seamless. Being a PC guy, this is the best and only CRM to use.
I am not being able to access more features at a reasonable price.
Comments: My experience is abaut e-mail. Because I am only user.
I using only e-mail. For me and for my job eWay is for sending e-mails. Not more.
Only e-mail. E-mail is for my job sufficient.
The Best CRM Platform
Comments: I am very satisfied with the paltform, is has all the functions I was looking for.The support is also excellent.
Easy to work with.Good link between Outlook and Eway.Good contact manager.Good task manager.
Nothing, I do like all functions. Well done
Tied at the Hip with Outlook
Comments: 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.
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.
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.
eWay System Response
2 years ago
Hello Douglas, thank you for the review. We are happy for your feedback! Team eWay
eWay ... absolutely!
Comments: eWay has been a time saver for our consultants in the field and our staff in the office. With its integration with Outlook the learning curve was easy. The phone app was also easy to use. It is said the best application is the one you use. We use eWay every day! It is NOT an icon that just sits unopened on the computer / phone.
We want a CRM that would integrate with Outlook and be available on on iPhones. We looked at a variety of options ... tried several. Once we found eWay, we have never looked back. We have changed computers and phones several times since getting eWay and have sucessfully updated eWay on the new devices. On the few occasions we needed customer support, we were very pleased with the help received.
The admin panel is a little confusing.
eWay System Response
2 years ago
Hello Bob, thank you for your review! We are happy for your feedback. Team eWay
CRM for Research and Technology Organisation (RTO)
Comments: At this moment I am happy with eWay and I have recommended my superiors to implement server version as soon as we get funding for it.
The thing I have chosen eWay is their integration to Outlook because then I do not need to open any additional program - everything is in place. Also, I like that I can simply click on an email and make it a new contact and everything is taken care. Also, it is nice to get excel report on contacts and companies because I need those to report to my superiors .
Well, at this moment I am not a power user and I am not fully familiar with all the functions so I can not say any bad things. In the future when we will get full version of the software, it will be very important for us to make task for other users. I could not test this function yet.
Comments: We are tracking sales of ED machines. From leads mangement to the very end. Sales team can easy share all information, managers see how it continues.
eazy to use, the best value for money, Sales rep. like it, especialy a mobile version, which helps them to be up to date while the y are on the business trips
Honestly, I haven't found anything like that
Reasons for Choosing eWay-CRM: Flores was too complicated, not 100% reliable, user simply hated to fill info in the complicated structure of it.
Reasons for Switching to eWay-CRM: easy to use, much cheaper, better functionality
A solid CRM package that is easy to implement and fully interactive with Outlook
Comments: We are pleased overall. The package has enough features to be very useful, and overall acceptance is a key to success. The initial acceptance gained by the package's simplicity were dampened by the Contact synchronization issues we have experienced. If you need something quick and easy to implement, eWay-CRM is a good choice. I suggest having an administrator assigned that has time to explore the way features work and to develop reporting.
We are a rep sales company, and were attracted to eWay-CRM because it was fully incorporated into Outlook, and this took advantage of everyone's familiarity with the Outlook interface. This made the package very easy to implement. It was also priced attractively, and the number of users and cost side is easy to manage by the administrator (no complex contracts to manage). eWay-CRM has the features required to track and manage our customers and the people (contacts) that we interact with at each. It also has the ability to track sales opportunities through purchase and fulfillment to the project completion stage, which was one of the features we needed.
The package is light on pre-packaged reporting, which limits its usefulness right out of the box (although this may be a welcome blank-slate to some who want to create their own reports). The data is readily accessible and exportable, making that easy enough, but it means extra steps to make it useful. It is an add-in to Outlook, which means it has (or creates) some quirky faults, failure-to-load, etc. Also, it is very particular about how you roll out updates, requiring a bit of a coordinated process. Although it is fully interactive with Outlook, the coordination between Outlook contacts, the eWay-CRM Customer and Contact records, and external emails, can sometimes be ineffective, resulting in duplicate records.
Customized software merged with Office product
Comments: Overall, the reviewed application has a positive outlook as it is directly linked to Office without the need for additional installation or linking. It has a comprehensive interface and custom development options are available. The technical support team is responsive to ensure that the application functions smoothly. However, there have been some reported issues with updates and limitations with the local SQL Express server. Additionally, improvements could be made to better integrate with Office, such as respecting autosave and aligning text formatting with MS Office formats and keyboard shortcuts.
The application is linked directly to Office, no additional installation or linking is required.The application has a very comprehensive overall look and feel and custom development can be arranged.Technical support strives to ensure functionality in the event of an outage or glitch
Application updates sometimes have problems after deploymentThere is a problem with the limitation for offlining the database, since it runs locally on the SQL Express server (local db). The integration with Office could be better - for example, it does not respect autosave and repeatedly circulates 3 autosave queries (1 from Office and 2 from eWay) when editing a document. Text formatting could be better aligned with MS Office formats, including keyboard shortcuts.
Best Small Sales Office CRM Software.
Comments: 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.
Does everything a small sales office needs in the free version. Very flexible and getting better all the time.
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.
We use it to keep track of or customer interactions.
Improves customer relationships.
It works... all the time. Sounds like a basic, but contact software can often be flakey. This platform is very stable. Other positives, very easy to learn, runs fast, doesn't take a lot of key strokes to do most tasks. Also, they are always updating it.
There are no major outages on how we use it. Small things. Stronger custom reporting. I wish the Journal calendars were better integrated.
Looking for a CRM as an Outlook integration? Look no further!
Very easy to install and set-up. An unlimited, stand-alone version can be downloaded and installed for free. Try it! Perfect also for one-man business use, if you do not need the cloud.
Very easy to customize using Outlook integrated tools. Easy to administer.
Users were already productive and up to the task after a 2 hour in-house workshop.
Very flexibel and efficient, designed for smaller companies that do not have to and want to go through an endless project set-up, but are pragmatic and hands on. If you need to integrate into a large server, network environment and security/compliance environment, maybe talk to the eWays first.
One of the smartest add-ins into Outlook, truly adding value to the most widespread, important groupware client and something Microsoft should have done longtime ago and failed. It does what it should do. It is stable, integrates elegantly, is easy to customize, works through cloud sync and can be used offline. App is great as well. Service is very responsive. It has an exceptional design for smaller organizations, our users love it. You only need one client - Outlook with eWay-CRM. Also, great value for money.
It only runs on Windows desktops, but supports Iphone and Android. We solved the problem on Apple desktop with Parallel Windows emulation. It works. As a company and a user you need to understand the concept and limitations of an Outlook integrated solution vs a stand-alone, web-based solution. Understand this and if you can live with that, eWay-CRM is great.
My Review for eWay-CRM
Comments: It centralize customer data in one place that makes it easy to make informed decisions.
With eWay-CRM, I am in a better situation to customize and send high volume outbound marketing emails.
It’s been three years ever since I implemented eWay-CRM and I barely encounter flaws.
The Best CRM!
Comments: Thanks to this tool, our sales have increased because we
eWay-CRM is a very user-friendly CRM tool. Thanks to eWay-CRM, we have an overview of all deals and we always know everything what we need to know about our customers. I really like the integration with Outlook. I appreciate the mobile application and integrations with other apps.
I think there is a lack of integration with Office 365 online.
Awesome work for a reasonable price.
Keeping up with Hospital accounts and Hospital clinics and employees can be an information chase but not with e-way.
It has been great for doing the same on my manufacturing side of life as well.
I really needed a CRM/Business Contact Manager that is plugged in and could be available from the toolbar in Outlook. It is available on my android or iOS device and other PCs and Mac's. The price is perfect for the product and not prohibitive. The abilities are deep and very capable.
I have not found anything I have not liked. There are some features within e-Way that I do not have a need to use but nothing, I don't like.
Our experience with e-Way
Comments: Positive - it does everything we need it to do for us now, and we can see that it has lots of extra features we can explore and use as our experience, data base and company grows.
Although there were some early issues with our use as an add in with Outlook, it appears that E-way did resolve these and the product has been very stable and reliable ever since. Ultimately this is the most important aspect for me - to be able to rely on the software package to provide the answer when I need it. Too many other ad in type software slow the performance of the software that they are connected to.
I haven't made the most of the software itself, and tend to export data to excel to process, simply because its a software package I know well. I know this is just a time commitment thing and that I should spend the time to learn the full abilities of E-way.
Reasonably affordable, easy to use and well integrated CRM
Comments: Easy and effective management of contacts, opportunities, marketing activities and projects.
- Ease of use - Cyclic relations of items, easy access - Time saving - Mobile app to use in meetings - Well supported
- Missing integration with our ERP (Money S4) - Operating on more PCs/laptops under one username sometimes causes problems
SD sped eway
I most like Connect to Economic system Pohoda
Miss - Eway Web Calendar, better mobile version /iPhone,iPad/
Alternatives Considered: RAYNET CRM