--- title: "eWay-CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about eWay-CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/152769/eWay-CRM/" page_type: "product" language: "en" --- # eWay-CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) eWay-CRM ## What is eWay-CRM? The Ultimate CRM Add-in for Outlook and Microsoft 365. eWay-CRM helps you manage Customers, Sales, Projects, and Email Campaigns directly in Outlook. Share emails, contacts, and meetings with your team. Discover potential customers in your email messages, chat about your clients in Microsoft Teams, and integrate with SharePoint to streamline your documents. Take what you already use and turn it into a fully-fledged CRM. Try eWay-CRM. ## What is eWay-CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Project Management](https://www.capterra.com/project-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 826 user reviews Reviews sentiment Positive 93% Neutral 6% Negative 2% Pros & cons Responsive integrated customer support Streamlined sales process tracking Frequent technical disruptions Occasional slow performance Starting price $20 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... - Construction CRM / 2025 - Inside Sales / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for eWay-CRM?[Manage this product listing](https://www.g2.com/products/eway-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### eWay-CRM 4.5 (826) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $20 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (826) Ease Of Use 4.0 (4,388) Value For Money 4.4 (738) Value For Money 4.0 (3,517) Customer Service 4.6 (771) Customer Service 4.1 (3,527) ## eWay-CRM alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) Highest Rated [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) [4.7 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) [View all alternatives](https://www.capterra.com/p/152769/eWay-CRM/alternatives/) ## FAQs about eWay-CRM Overview ### What problems does eWay-CRM solve? eWay-CRM helps teams eliminate scattered customer records, lost email history, manual handoffs between lead capture and sales, and weak visibility into long-running deals and projects. Sales teams, account managers, project coordinators, and small service businesses use it to track communication, centralize documents, automate follow-ups, and work inside Outlook instead of switching tools. Answer based on 446 reviews Overview ### Which roles and teams benefit most from eWay-CRM? eWay-CRM is most used by sales teams, business development staff, account managers, and company leaders such as CEOs, presidents, and directors. These roles use it to manage pipelines, customer communications, and follow-ups, while project managers and consultants rely on it to coordinate client work, centralize records, and improve visibility across teams. Answer based on 819 reviews Overview ### What company size and industries is eWay-CRM built for? eWay-CRM is built for small to mid-size businesses using Outlook and Microsoft 365, with small businesses making up 89% of reviewers. It serves service-focused teams across construction, consulting, insurance, and manufacturing, while reviewer usage is strongest in Information Technology and Services at 10%, followed by Machinery and Mechanical or Industrial Engineering at 4% each. Answer based on 825 reviews Features and Usability ### What are the key features of eWay-CRM? eWay-CRM includes core CRM tools like contact management, task management, and project tracking, with differentiators centered on Outlook integration for email tracking, follow-ups, and calendar-based work. Reviewers also highlight customizable fields and forms, workflow management, document storage, and integrations with accounting and other business systems. Answer based on 278 reviews Pricing ### How much does it cost and what fees or limitations are included? eWay-CRM starts at $20/user/month for Lite, with Standard at 27 and Plus at 40. A free version and free trial are available. Reviewers often call it affordable and easy to manage, though some note paid fees for custom programming, certain modifications, training sessions, or support-based changes. Answer based on 87 reviews Integrations ### Which third-party tools and platforms does eWay-CRM integrate with? eWay-CRM integrates with Microsoft Outlook most prominently, with additional connections to Microsoft 365, Microsoft Power BI, Microsoft Teams, Microsoft SharePoint, QuickBooks Online, Mailchimp, and WordPress. It supports over 20 integrations overall, covering email, collaboration, reporting, accounting, marketing, and website platforms. Answer based on 455 reviews Getting Started and Support ### How easy is it to onboard and train a team on eWay-CRM? eWay-CRM is relatively easy to onboard for teams already working in Outlook, since the interface feels familiar and deployment is often described as quick. It offers in-person training, live online sessions, webinars, documentation, and videos. Everyday users usually ramp up faster, while admins and nontechnical users often need more time for customizations and workflows. Answer based on 36 reviews Getting Started and Support ### What customer support options does eWay-CRM offer, and how do users rate the experience? eWay-CRM offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as responsive, helpful, and professional, with quick answers and effective technical guidance. Some mention occasional slower replies, weak onboarding, paid training or customization help, and documentation or update-related frustrations. Answer based on 237 reviews Security ### How does eWay-CRM handle data security and access control? eWay-CRM uses configurable user permissions, document passwords, server-based data storage, and protection against unintended deletion of database items. Reviewers also mention secure customer data storage and project documentation access. Some note that permission settings can be confusing, especially for users in multiple groups, and larger security environments may need extra consultation. Answer based on 12 reviews ## Who uses eWay-CRM? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Responsive integrated customer support 96% positive reviews out of 193 Most reviewers find customer support responsive, knowledgeable, and helpful for setup, training, and ongoing assistance. Pavel H. CEO, 2 - 10 employees. "Simplicity, clarity, customer-specific setup, professional approach of EWAY staff during implementation." Frequent technical disruptions 70% negative reviews out of 77 Most users report bugs and issues cause crashes, synchronization failures, and interruptions, especially with the Outlook add-in. Rui F. Data Analitics, 51 - 200 employees. "Issue with recuring login screen pop up, losing focus of current task." Streamlined sales process tracking 96% positive reviews out of 51 Most reviewers describe sales management as intuitive, supporting pipeline tracking, collaboration, and efficient deal handling. Tomas P. head of sales department, 11 - 50 employees. "Give us - mainly our sales people nice overview about every sale case, easily can add all documents, info´s about customer, each sale cases," Occasional slow performance 65% negative reviews out of 72 Most users comment performance and speed issues slow down Outlook, delay synchronization, and sometimes require restarting the system. Vlada J. Owner, 11 - 50 employees. "In addition, when one would be willing to use the old Outlook (why, for God's sake!) and has a modern Copilot+ laptop with AArch64 architecture, everything is disgustingly slow and by the time Outlook boots up, I can make coffee." Centralized customer information access 98% positive reviews out of 42 Most users report database management enables quick, organized access to customer data, history, and documents. Animesh M. Software Developer, 51 - 200 employees. "Best part of eWay is that it is build on single database and thus making convince for me." Limited custom field flexibility 37% negative reviews out of 60 Some users report custom fields are hard to manage, not easily filterable, and restoring deleted fields incurs extra costs. Gretchen R. Vice President, 51 - 200 employees. "I accidentally deleted a field and restoring it came with an extra support cost, which was frustrating." ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) eWay-CRM includes **Customer Database**, which gives teams a central place to store and organize customer records. However, it does not include **Data Security** or **Real-Time Data**. Instead, it offers other highly rated CRM features, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), helping businesses keep contact details organized, find information faster, and manage customer relationships more efficiently. Customer Database 4.6 (30) 86.67% of 30 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Contact Database 4.6 (197) 63.45% of 197 reviewers that rated this feature as important or highly important With this capability, you can centralize and update all contact information, making it easy to search, filter, and share among colleagues. Reviewers appreciate its seamless Outlook integration, customizable search, and the ability to access and export client data efficiently. Search/Filter 4.4 (68) 67.65% of 68 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 4.5 (301) 68.44% of 301 reviewers that rated this feature as important or highly important eWay-CRM offers you organized, customizable management of all client and partner details in one place. Users think the Outlook integration, easy updates, and information linking are valuable, though some mention duplicate records and limited merging options as drawbacks. Lead Management 4.4 (228) 57.46% of 228 reviewers that rated this feature as important or highly important It gives you structured tools to track, categorize, and follow up on potential clients. Reviewers indicate it helps them stay organized, manage long-term opportunities, and easily convert leads, with customization options and a user-friendly interface being commonly valued. Sales Pipeline Management 4.2 (221) 68.33% of 221 reviewers that rated this feature as important or highly important You benefit from adaptable pipeline tracking, custom workflows, and multiple view options. Reviewers appreciate the flexibility, Outlook-style sorting, and integration with Power BI, but some mention limited reporting depth and initial setup challenges for complex requirements. eWay-CRM 184 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements Track and manage advocate communication, engagement, and performance Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Assign issues and tasks based on availability or required skills System that automatically dials calls Create and automatically send premade copy in response to customer messages Software's ability to perform similar action on multiple similar files simultaneously Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Track the list of items required to be billed/invoiced to clients Create, manage, and send invoices or bills to customers Setting up the amount/charge for per hour of work by a company or professional Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Track all information required to develop and sell lots in housing projects Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Manage and track all past and future calls. Listen to live phone conversations for the purpose of training and assessing agent performance Record the audio of phone conversations for quality assurance purposes Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Group campaigns by project, client, or campaign for better management. Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Track the amount of clicks on individual products to measure campaign results Manage contact details and communication with clients Track all company interactions with current clients Match clients or tenants with suitable properties based on their specific requirements, preferences and budget Provides a channel for team members to share AI models, media files, communicate, and work together Leave comments and notes on documents for others to view Manage a group of members established for coordinating plans, programs, or other initiatives Manage and track all internal and external communication conducted via calls, email, text, or chat Search and check for conflicts of interest or statutes of limitations With this capability, you can centralize and update all contact information, making it easy to search, filter, and share among colleagues. Reviewers appreciate its seamless Outlook integration, customizable search, and the ability to access and export client data efficiently. eWay-CRM offers you organized, customizable management of all client and partner details in one place. Users think the Outlook integration, easy updates, and information linking are valuable, though some mention duplicate records and limited merging options as drawbacks. Track, store, and access client contracts or licenses Forecast of the expenses necessary for project completion Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Encourage your customers to promote your company by providing materials, tools, and reward programs A collection of customer information such as contact details, demographics, previous interactions, etc. Process of dividing customers into groups based on common characteristics Tool to send questionnaires to customers to gauge feedback Add customized logos and colors to align with company branding This aspect lets you tailor the system to your business needs with flexible, comprehensive options. Some reviewers find it easy to adapt and essential for niche requirements, though a few say customization can feel technical and would like more linking between tables. Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Ability to handle large datasets Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Specify or track the date/time a project, task, etc., is due for completion Defines specific deal parameters to negotiate and secure deals Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Track and view detailed financial donation history made by contacts and members Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Receive and/or send email notifications for urgent updates, requests, or other information Plan, execute, and analyze email marketing campaigns Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Estimate expected cost based on various factors before a project begins Schedule and manage the logistics of activities and other gatherings Monitor and record expenses such as purchases or charges incurred Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Find & retrieve relevant data or documents Plan, manage, and track the financial activities of an individual or organization Primarily serving architecture, engineering, and construction industry professionals Designed for contact centers. Intended to be used by insurers Software specialized for non-profit organizations For realtors, real estate investors, property managers, and other real estate professionals. Designed for small businesses Primarily serving startup companies Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Activities related to raising money for a specific cause Monitor application statuses, proposals and award funds Store and manage images Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Identify and respond to unexpected problems or failures (ie. "negative events") Record and follow the progress of every issue Calculate total itemized costs, including initial costs and any changes Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers It gives you structured tools to track, categorize, and follow up on potential clients. Reviewers indicate it helps them stay organized, manage long-term opportunities, and easily convert leads, with customization options and a user-friendly interface being commonly valued. Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Manage contacts across multiple mailing lists Automate workflows and trigger campaigns based on customer actions Manage the process of planning and scheduling meetings, including agenda creation Database of members to track personal information of individuals and families Manufacturing execution systems focus on quality control in the production process. Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Access the system via a mobile application Optimize content to ensure it is easily accessible for mobile users Observe and track the demand, usage, progress or quality of a system, product, or user Manage multiple campaigns in one system Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Ability to handle several projects simultaneously Enable advocates to promote nonprofit, charitable, and/or political organizations and causes Track all opportunities for potential sales and convert them into recurring revenue Level of completion within a task Organize and manage the accomplishments and development of employees or performance of applications or systems Adjust communications based on previous interactions or personal preferences Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Pre-designed project plans that can be customized Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Create, manage, or update project workflows. Estimate or forecast of a future scenario based on the study of present trends Generate quotes or estimates for customers Analyze and gain insights into data in real-time Notifications that are delivered to users as soon as an event occurs Receive system updates as soon as any changes are made Log and store the source of contacts/leads Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Process of planning, scheduling and executing the optimal and effective use of human capital across projects Set & manage permission levels based on user roles and restrict access to only authorized individuals Ensure that quotes/invoices are correct before sending to customers Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. You benefit from adaptable pipeline tracking, custom workflows, and multiple view options. Reviewers appreciate the flexibility, Outlook-style sorting, and integration with Power BI, but some mention limited reporting depth and initial setup challenges for complex requirements. Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Share contacts with other applications like Gmail and CRM Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Track information, qualifications, and contact details of subcontractors Add or remove subscribers from mailing lists Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) A digital list of items that need to be completed Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Manage bookkeeping for client trust accounts Graphical representation of data or processes Manage volunteer information and direct volunteer resources Track the duration and expiration of warranty as well as any obligations under that warranty Seamlessly integrates with 3rd party websites Create, design and manage workflows for repetitive tasks What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Get Advice We can help you find the software with the features you need. Features 4.3 (826) 4.3 Based on 826 reviews ## Pricing Value for money 4.4 (738) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/152769/eWay-CRM/pricing/) Lite $20.00 Per User,Per Month It includes: - Synchronization with Outlook calendar (3 calendars) - User views (3 per module) - Workflows - Basic (3 per module) - Custom fields (30 in total) - Custom forms (3 per module) - Important fields (3 per module) - Mandatory fields (3 per module) - 10 GB for documents and emails Standard $27.00 Per User,Per Month It includes: - Synchronization with Outlook calendar (5 calendars) - Shared views (5 per module) - User views (5 per module) - Workflows - Basic or Advanced (5 per module) - Custom fields (50 in total) - Custom forms (5 per module) - Important fields (5 per module) - Mandatory fields (5 per module) - 25 GB for documents and emails (extendable) Plus $40.00 Per User,Per Month It includes: - Synchronization with Outlook calendar (unlimited) - Shared views (unlimited) - User views (unlimited) - Workflows - Basic or Advanced (unlimited) - Custom fields (unlimited) - Custom forms (unlimited) - Important fields (unlimited) - Mandatory fields (unlimited) - Unique fields (unlimited) - Currencies (unlimited) - 50 GB for documents and emails (extendable) Value for money 4.4 (738) 4.4 Based on 738 reviews ## Integrations [ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ TeamViewer ONE](https://www.capterra.com/p/194565/TeamViewer/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (771) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (771) 4.6 Based on 771 reviews ## User reviews Overall rating 4.5 Based on 826 reviews Filter by rating 5(467) 4(299) 3(46) 2(10) 1(4) Mentioned topic Sorted by most recent BH Basma H. Risk Management Manager Financial Services ### "A practical CRM with strong Outlook integration" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 September 10, 2026 Overall, my experience with eWay-CRM has been positive. It is particularly useful if Outlook is already an important part of your daily workflow. The integration reduces duplicated work and makes it easier to keep customer and sales information organized. Once configured properly, it becomes a practical CRM for managing day-to-day business relationships. Pros eWay-CRM integrates very well with Outlook, which makes it easy to manage contacts, companies, opportunities and communication without constantly switching between different tools. I especially like having email history and CRM information connected in one place. The system is flexible enough to adapt fields and workflows to the way we work, and the overall value for money is good. Cons The interface can feel a little dated compared with newer CRM platforms, and some configuration options take time to understand. Certain workflows are not immediately intuitive, especially when setting up the system for the first time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SA Susann A. Office Manager Management Consulting ### "FashionSIGHTS Feedback" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 12, 2026 It would be nice if you could assign more than one category to contacts without the window closing in between. It would be helpful if eway scanned the entire Outlook inbox for contacts that aren't there yet, rather than just going back a few weeks. Pros easy setup, easy and customer friendly handling Mailchimp connection works super and is a great addition for Marketing Cons if we want to add more than one category to a contact it would be more comfortable if the window doesn't close after ticking one category. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PM Peter M. A. Head of Development and Projects Electrical/Electronic Manufacturing ### "The Most Useful Extension for Outlook" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2026 It works exactly the way we want it to. It extends Outlook in a useful way without unnecessary features like campaigns, sales trends (we have that in the ERP), etc. And it's great for managing projects—without going to extremes. Pros It works great with Outlook. It's just as good as it needs to be—both on the desktop and in the cloud. The interfaces work right away. Customer support is impressive—they really go out of their way, even on the phone. Absolutely a great deal—no question about it. Cons The transition from a trial user to a Pro user was not straightforward, it took two or three tries. We're missing the CHF currency !!! Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Both had way too many features we didn't need—features that probably nobody needs. Less would be more!! Pipedrive also had inadequate support. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BM Bob M. Sr Account Manager Utilities ### "eWay, The best bang for the buck out there!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 1, 2026 Overall this is a very solid product. I have ZERO issues staying in sync with my team. It is very easy to add users, update the forms, and train others on how to use it getting them up to speed quickly. Pros I used BCM for years. I switched to eWay several years ago and found it easy to set up, easy to navigate, and fairly easy to customize for my business needs. Overall a great value for this price point. Cons There is a learning curve for some of the form customizations and the canned reports are not what I would like to see. I would like the ability to do custom reports and save that as a template. Switched from [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) BCM no longer supported or available. But I was able to easily import my existing database into eWay with little to no problems. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing eWay-CRM Price first, then the complexity of SF made it nearly impossible to deploy without serious help Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TM tony M. Agent Real Estate ### "Return to eWay" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 10, 2026 a 15 out of 10. Pros Impeccable customer service!! \[sensitive content hidden\] were 100% on spot with assisting and navigating my return to eWay!! Cons N/A. i don't have any cons with eWay. everything was handled professionally. great customer service Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DW David W. sales representative Food Production ### "Satisfaction with service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 9, 2026 Overall, my experience with eWay-CRM has been very positive. The system is reliable, easy to use, and helps me manage my daily tasks, leads, and communication efficiently. It improves organization and supports my workflow without unnecessary complications. Pros I really like how intuitive and user-friendly eWay-CRM is. It is easy to navigate, manage leads, track communication, and keep everything organized in one place. It helps me stay efficient and saves time in my daily work. Cons Honestly, I do not have any major complaints about eWay-CRM. If I had to mention something, maybe some minor improvements in speed or customization options could make the experience even better, but overall it works very well for me. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PC Petra C. Operational Director Education Management ### "eWay - All in One place" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 30, 2026 We have the system customized to our needs, so we use it for absolutely everything — from marketing, inquiries, quotes, and client and supplier orders, to work logs, attendance, and invoicing based on completed work. It also monitors invoice payments for us. eWay is the central brain of our company, where I have all information about business opportunities, projects, trainers, schedules, and communication with clients and suppliers in one place. The great thing is that we don’t need to open anything else — we simply arrive at work, open Outlook, and everything is right there in front of us, very easily accessible. Pros The integration with Outlook, including the automatic transfer of information, is just brilliant. This was the main reason for choosing the system: one place = all information, without needing to go anywhere else. We also have it connected with Pohoda (our invoicing software) and with our website — specifically the front page where clients register for training sessions. Cons Because we have everything in one software — all information in a single system — our infrastructure costs have increased since the installation and purchase (cloud hosting, RAM, storage, etc.). As a result, synchronization has become a bit slower for us, and unlike before, it can’t be simply turned off and on to trigger an initial sync of “my” activities so that I can continue working. This means that I don’t immediately see what my colleague has entered. And one thing that disappeared — the ability to convert a mobile phone call into a diary entry with a single click. That feature was perfect for tracking time spent on calls, but it’s no longer available. Now it must be entered manually, which is a pity. Switched from [Microsoft Visual Studio](https://www.capterra.com/p/80230/microsoft-visual-studio/) A custom‑built system, lightly connected to an old ACCESS database from 1990. Alternatives considered [RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-CRM/) Reasons for choosing eWay-CRM MS product in Outlook - no other place to go. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GL Gabriela L. Back Office Staffing and Recruiting ### "Back Office" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 25, 2026 I ´m using eWay more than year and I am pretty ok with how it works and what I can do with and how it´s support my work Pros I can find all details about customers nad employees. Invoices, orders, contact details and much more. Cons Options between old and new version. I like the new one but some people do not and then when we try to find something together it is complicated. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MR Martin R. Solution Design Engineer Logistics and Supply Chain ### "Practical CRM for Everyday Work, But Ready for a Modern Refresh" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 March 25, 2026 eWay-CRM is a practical and user-friendly tool that integrates seamlessly into my daily workflow, but some aspects of it feel outdated or limiting—particularly when it comes to reporting, performance, and the modern user interface. Pros Deep integration with outlook, project stages and workflows, assigning tasks, tracking deadlines and responsibilities. Customizable fields and forms. Document management directly in CRM. Cons Reporting isn´t very advanced by default. Dashboard are basic. I miss richer analytical tools. No native “power‑level” visualizations (like Power BI‑style dashboards). Customization requires technical skills or admin access. UI feels a bit outdated. Cannot be integrated into the new Outlook. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AB Alena B. HR Packaging and Containers ### "The Main System for Everyday Work" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 24, 2026 We use eWay on a daily basis. It is our main system in which we record everything related to our company. Pros The way the system works and how all the information and projects are kept together. Cons Sometimes the system is slow. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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