--- 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 August 26, 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 Overall rating Based on 825 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 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... ## eWay-CRM alternatives Highest Rated [4.7 (743)](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 [4.5 (4,484)](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 [4.4 (18,807)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,994)](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 [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 solves scattered customer records, lost email history, and disjointed sales follow-up by centralizing contacts, documents, tasks, deals, and project activity inside Outlook. Sales teams, account managers, service staff, and small business owners use it to track long sales cycles, share context across teammates, run campaigns, and reduce app switching. Answer based on 445 reviews Overview ### Which roles and teams benefit most from eWay-CRM? eWay-CRM is most used by sales teams, business development managers, project managers, and company leaders such as CEOs, presidents, and directors. Sales-focused roles use it to manage pipelines, contacts, and follow-ups, while project and account teams track delivery and client relationships. Executives rely on it for visibility into performance, processes, and customer activity. Answer based on 818 reviews Overview ### What company size and industries is eWay-CRM built for? eWay-CRM is built for small businesses using Outlook and Microsoft 365, with 89% of reviewers from small companies. It also serves midsize firms at 7% and enterprises at 4%. Reviewer representation is strongest in Information Technology and Services at 11%, followed by Machinery and Mechanical or Industrial Engineering at 4% each. Answer based on 824 reviews Features and Usability ### What are the key features of eWay-CRM? eWay-CRM includes core CRM features like contact management, task management, and project management, with Outlook integration and email management as key differentiators. It also offers customizable fields, forms, and workflows, plus document management and reporting to keep emails, contacts, deals, and project records connected in one system. Answer based on 277 reviews Pricing ### How much does it cost and what fees or limitations are included? eWay-CRM starts at $20/user/month for the Lite plan, 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 certain customizations, training sessions, module changes, or support restores. Answer based on 86 reviews Integrations ### Which third-party tools and platforms does eWay-CRM integrate with? eWay-CRM integrates with Microsoft Outlook, Microsoft 365, Microsoft Power BI, Microsoft Teams, Microsoft SharePoint, QuickBooks Online, Mailchimp, and WordPress. It supports over 20 integrations overall, with the strongest reviewer-confirmed connection centered on Outlook, plus Microsoft reporting and collaboration tools, marketing apps, accounting, and website platforms. Answer based on 453 reviews Getting Started and Support ### How easy is it to onboard and train a team on eWay-CRM? eWay-CRM is generally quick to onboard for teams already working in Outlook, since the interface feels familiar and deployment is often described as simple. Training is available through in-person sessions, live online sessions, webinars, documentation, and videos. Regular users learn quickly, while admins and nontechnical users often need more time for customization 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, a knowledge base, phone support, and chat. Users often describe support as responsive, helpful, and professional, with quick replies and effective issue resolution. Some mention slower responses at times, uneven onboarding, paid training or customization help, and occasional documentation or forum limitations. Answer based on 236 reviews Security ### How does eWay-CRM handle data security and access control? eWay-CRM uses configurable user permissions, document passwords, secure server-based data storage, and protection against unintended deletion of database items. It also keeps emails and documents tracked in one place for controlled access. Some reviewers note that Outlook-related permissions can be confusing, especially when users belong to multiple groups. 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 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) eWay-CRM supports all three features that reviewers rate most highly: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities give teams a clear view of customer information, help sales staff track deals through each stage, and make it easier to capture and follow up with new prospects, helping businesses improve relationship management and sales execution. Contact Management 4.5 (300) 68.33% of 300 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. 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. 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. Task Management 4.2 (225) 67.11% of 225 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Data Import/Export 4.3 (106) 69.81% of 106 reviewers that rated this feature as important or highly important Import and export data to and from software applications 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. eWay-CRM 184 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Advocate Management: Track and manage advocate communication, engagement, and performance - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Auto-Dialer: System that automatically dials calls - Autoresponders: Create and automatically send premade copy in response to customer messages - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Buyer Management: Track all information required to develop and sell lots in housing projects - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call List Management: Manage and track all past and future calls. - Call Monitoring: Listen to live phone conversations for the purpose of training and assessing agent performance - Call Recording: Record the audio of phone conversations for quality assurance purposes - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - CAN-SPAM Compliance: Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act - Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Client Management: Manage contact details and communication with clients - Client Tracking: Track all company interactions with current clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Conflict Management: Search and check for conflicts of interest or statutes of limitations - Contact Database: 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. - Contact Management: 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. - Contract/License Management: Track, store, and access client contracts or licenses - Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Advocacy: Encourage your customers to promote your company by providing materials, tools, and reward programs - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: 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. - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Donation Tracking: Track and view detailed financial donation history made by contacts and members - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Estimating: Estimate expected cost based on various factors before a project begins - Event Management: Schedule and manage the logistics of activities and other gatherings - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Filtering: Find & retrieve relevant data or documents - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Contact Centers: Designed for contact centers. - For Insurance Industry: Intended to be used by insurers - For Nonprofits: Software specialized for non-profit organizations - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Fundraising Management: Activities related to raising money for a specific cause - Grant Management: Monitor application statuses, proposals and award funds - Image Library: Store and manage images - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Issue Tracking: Record and follow the progress of every issue - Job Costing: Calculate total itemized costs, including initial costs and any changes - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Management: 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. - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - List Management: Manage contacts across multiple mailing lists - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Membership Management: Database of members to track personal information of individuals and families - MES: Manufacturing execution systems focus on quality control in the production process. - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile Optimization: Optimize content to ensure it is easily accessible for mobile users - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multiple Projects: Ability to handle several projects simultaneously - Nonprofit Advocacy: Enable advocates to promote nonprofit, charitable, and/or political organizations and causes - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Percent-Complete Tracking: Level of completion within a task - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Updates: Receive system updates as soon as any changes are made - Referral Tracking: Log and store the source of contacts/leads - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Approval: Ensure that quotes/invoices are correct before sending to customers - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: 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. - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Subcontractor Management: Track information, qualifications, and contact details of subcontractors - Subscriber Management: Add or remove subscribers from mailing lists - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - To-Do List: A digital list of items that need to be completed - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - Trust Accounting: Manage bookkeeping for client trust accounts - Visualization: Graphical representation of data or processes - Volunteer Management: Manage volunteer information and direct volunteer resources - Warranty Tracking: Track the duration and expiration of warranty as well as any obligations under that warranty - Website Integration: Seamlessly integrates with 3rd party websites - Workflow Management: Create, design and manage workflows for repetitive tasks - WYSIWYG Editor: 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 (825) 4.3 Based on 825 reviews ## Pricing Value for money 4.4 (737) 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 (737) 4.4 Based on 737 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 825 reviews Filter by rating 5(466) 4(299) 3(46) 2(10) 1(4) Mentioned topic Sorted by most recent 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. JP Jiri P. CTO Renewables & Environment ### "Seamless work" 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 March 23, 2026 We have used eWay for more than 5 years now and its a daily work. Its integration in to Outlook males it super easy to work with which is its biggest advantage compared to other CRM systems. It is also quickly improving and releasing updates which is very nice. Pros It’s integration with Outlook. Super easy email assignment to projects. Great filtering and searching options. Cons It’s native mobile app. It does not seem to be updated and its synchronization does not work reliably. Switched from [prima:Time](https://www.capterra.com/p/131927/primaERP-Time-Tracking/) no outlook integration, lack of updates, bad accessibility 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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