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If you use Outlook and looking for CRM, you have to try eWay-CRM. It's the only CRM that sits right inside your Outlook. Allows to automatically save emails, integrate calendar, and sync contacts.
We proudly serve the following verticals: Home Services, Mortgage, Education, Insurance, B2B, Auto-lending, Franchise Based Companies, and Call Centers.
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.
Occasional Java related errors which require Outlook restart. Latest version caused conflict with one of my Outlook plug-ins which stopped working.
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.
Offline funcionality is not working. Work is not so fast - loading and saving of information is too long.
It has a very friendly and intuitive usage. It is an excellent help making all customers records, business oportunity records, having all relevant documents available on one place.
Sometimes there were problems with updates, where all works which were done during updates, disappeared.
Good reports through the product and contact management is quite okay. The very best platform which improves budgets and its lead capture is nice.
Has a tendency to crash or slow down laptop as infrequent, random times.
I am really impressed with the software, and I'm even more impressed that the team actually listened to my feedback and made the exact adjustments that were on my wish list.
I can't see any cons with the software ever since I used it. If there are any problems I'm sure the problem is not the software but my computer.
I have been working with Sales Ex over the past months and have nothing but praise. Their product is simply amazing but most importantly is the customer service is second to none.
Have a general sense of your sales/workflow before setting everything up in the CRM to avoid having to make changes in the future.
Easy to use, pricing is fair and customer support is usually very quick to resolve issues. They are also always working on ways to improve the software for ease of use and better functionality.
Lack of reporting functionality. My support team has been really good at trying to get us what we need, but the lack of reporting functionality is holding us back a little.
I would highly recommend it for start ups and smaller companies because it is very adaptable and affordable - great value.
I also don't like the way in Push Distribution, you can't see Lead Source fields. That should be option based on the discretion of the administrator.
Prioritize real-user-identified key features according to your needs to find your best fit.
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