What Is eWay-CRM?

The best CRM Add-in for Outlook, also available as a web app and on iOS / Android.

It helps manage Customers, Sales, Projects, and Email Campaigns. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently.

The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions.

Who Uses eWay-CRM?

Great for all companies looking for a CRM integrated with Microsoft Outlook.

Where can eWay-CRM be deployed?

Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile)

About the vendor

  • eWay System
  • Located in Kansas City, U.S.
  • Founded in 2008
  • Phone Support
  • Chat

Countries available

Australia, Brazil, Canada, Germany, United Kingdom and 1 others

Languages

Czech, English, German, Norwegian, Russian

eWay-CRM pricing

Starting Price:

US$24.00/month
  • Yes, has free trial
  • Yes, has free version

eWay-CRM has a free version and offers a free trial. eWay-CRM paid version starts at US$24.00/month.

About the vendor

  • eWay System
  • Located in Kansas City, U.S.
  • Founded in 2008
  • Phone Support
  • Chat

Countries available

Australia, Brazil, Canada, Germany, United Kingdom and 1 others

Languages

Czech, English, German, Norwegian, Russian

eWay-CRM videos and images

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Features of eWay-CRM

  • Activity Tracking
  • Advocate Management
  • Alerts/Notifications
  • Appointment Scheduling Software
  • Auto-Dialer
  • Batch Processing
  • Billing & Invoicing
  • Budget Management
  • CAN SPAM Compliance
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Call List Management
  • Campaign Management Software
  • Client Management
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Database
  • Contact Management Software
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Document Generation Software
  • Document Management Software
  • Document Storage
  • Donation Tracking
  • Drag & Drop
  • Email Campaign Management
  • Email Management Software
  • Email Marketing Software
  • Engagement Tracking
  • Estimating
  • Event Management Software
  • File Management
  • File Sharing Software
  • For AEC Industry
  • For Financial Institutions
  • Fundraising Management
  • Grant Management Software
  • Interaction Tracking
  • Lead Capture Software
  • Lead Management Software
  • Lead Qualification
  • Legal Case Management Software
  • List Management
  • Marketing Automation Software
  • Membership Management Software
  • Mobile Access
  • Mobile Optimized Emails
  • Multi-Channel Communication
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Management
  • Pipeline Management
  • Progress Tracking
  • Project Management Software
  • Project Planning/Scheduling
  • Quotes/Estimates
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management Software
  • Sales Approval
  • Sales Pipeline Management
  • Scheduling Software
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • Subscriber Management
  • Tagging
  • Task Management Software
  • Task Progress Tracking
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking Software
  • Trust Accounting Software
  • Visualization
  • WYSIWYG Editor
  • Workflow Management Software

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Reviews of eWay-CRM

Average score

Overall
4.6
Ease of Use
4.5
Customer Service
4.8
Features
4.5
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
64%
4
32%
3
5%
2
0%
Fernando P.
Fernando P.
Owner in U.S.
Verified LinkedIn User
Management Consulting, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

A+++. The Best CRM Software in the Market

5 last year

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.

Pros:

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.

Cons:

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.

Douglas B.
Owner / Sales Engineer in U.S.
Utilities, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Tied at the Hip with Outlook

4 8 months ago

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.

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.

eWay System Response

8 months ago

Hello Douglas, thank you for the review. We are happy for your feedback! Team eWay

Nick W.
Freelance in Spain
Information Technology & Services, Self Employed
Used the Software for: 2+ years
Reviewer Source

Remote freelance consulting user

5 2 months ago New

Comments: 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.

Radek Č.
vedoucí prodeje in Czechia
Civil Engineering, 201-500 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

great tool for Outlook users

3 last year

Pros:

outlook integration (easy to implement for outlook users) contacts, companies and leads management is great both for sales purposes as well as for statistics email categorization marketing campaigns work great there (both professional and classic emails)

Cons:

mobile app works good and it is fast but email preview is limited and attachments are missing there office 365 integration is missing - then document management would be much easier sometimes search tool works slowly task management might work better (e.g create task for multiple users)

Jan P.
company owner in Czechia
Civil Engineering, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Satisfied customer

5 3 months ago

Comments: Using the software for more that 6 years, with growing number of users and still happy with the product.

Pros:

Most important is the seamless integration with MS Outlook, which is our main tool. We don't need another system to log in and to work with. It helps with integration and motivates users to work with the CRM system without troubles and helps keeping all the data and proceses tidy and up-to-date.

Cons:

Sales statistics could be better. We use our own system.