eWay System

eWay-CRM

5 / 5 62 reviews

Who Uses This Software?

Sales or project oriented organizations using Microsoft Outlook.


Average Ratings

62 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $28.00/month/user
  • Pricing Details
    Also available as On Premise
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • eWay System
  • www.eway-crm.com
  • Founded 2008
  • Czech Republic

About eWay-CRM

The best CRM Add-in for Outlook, available now on iOS / Android. It helps manage Customers, Sales, Projects and Mail Merges. 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.


eWay-CRM Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

eWay-CRM Reviews Recently Reviewed!

Very practical and intuitive solution to the corporate database of customers, employees and goods.

Dec 06, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Supervision of employee attendance and status of ongoing projects. Project management. Property database.

Cons: Usual users will not be able to use it without basic training. I have nothing else to write. It's a good system.

Overall: Attendance system. Project management. Employee management. Detailed database of projects, companies, goods and more.

Simple, but effective tool

Nov 21, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: simplicity of software, easy to use, interconnection of moduls is fine and well arranged, I really recommend this toll

Cons: maybe customization, but probably it´s on opinion of everyone... in fact - every software needs customization, so - probably no cons...

Outlook users will like it.

Sep 05, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: - Outlook integration so easy creation of Leads, Contacts, Companies.
- Tasks integration
- can work offline
- mobile device support (Android and iPhone), synchronization of Contacts
- many Reports
- interconnection with ERP possible

Cons: - server needed or cloud solution
- sometimes errors must be repaired with support
- every station has to have little SQL instance (LocalDB or SQL Express)

Overall: CRM system. Central point of Notes about customers and Leads. Calendar planning and tasks integrated with Outlook.

Great concept and tight integration to Outlook

Aug 31, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Well arranged easy-to-use CRM functionality with nice ability to customize a lot of entities. Full integration with Outlook with useful extensions.

Cons: Just elementary functionality for project management. We would appreciate improved tasks management.

I use this product for my tax and accounting agency

Aug 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: good product in good price, czech language, good support, easy work on this software, easy orientation during work

Overall: good produkt in good price

It is excelent tool for our company

Aug 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The possibility to collect a lot of information about bussines opportunities and projects. Easy to work with data.

Cons: From the beginning somewhat more complicated to control, but after learning it is good. It was necessary to add some columns to our company

Overall: Clarity of management

We are very satisfied with the software

Aug 21, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The big advantage is that the program runs in a familiar environment. This makes it easy to implement, employees are quick to orientate. It saves significantly implementation costs.

Cons: As the only problem I see the ability to work on one PC in one database only. This is a problem if you work in several companies.

A very capable Outlook based CRM system, which can was tailo to suit our needs at a reasonable cost.

Aug 17, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The software is very easy to navigate your way around and E-way worked very closely with us to develop a customised system which was tailored to meet the needs of our business. The fact that it is Outlook based is also an advantage, no need to open other programs etc. E-way have continued to support us with post implementation changes to the software and also supported us with training in Europe and the Southern Hemisphere.

Cons: We have managed to overcome most of the issues that we had with the system initially, these were mainly issues of initial specification which were worked through together with E-Way to resolve

Overall: Having all of the sales leads accessible in one place, being able to analyse and manipulate the data out of the system and into excel is an advantage.

Variability, simple setup, multiple reports

Aug 17, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I most like the adjustable workflow for project management. This functionality has helped us greatly in the processing of internal processes

Cons: It is necessary to complete a better work with the tasks, the assignor of the task after sending it no longer has the possibility to edit it (adding notes, changing the deadline)

Easy to use, compact, unproblematic

Aug 17, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Simplicity of use, integration into outlook, clarity. Database items can be customized to the user.

Cons: Reports are not always clear. Sometimes there are problems with the database and the intervention of the service department is required.

Overall: Overview of tasks and their status for all users.

Great Customer Support! Thank you Elena and Team!

Jul 11, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Many possibilities to create the CRM you need.
Many features I still have not tried out, but will be very helpful.
Easy to share documents and customer infos in the team.

Cons: For the mobile APP a fixed IP adress is needed.
The look is a bit artless. Some important buttons might be bigger and more colours would be nice.

Overall: Support for the next years.
Nice working CRM.

Great tool for every day use!

Jul 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very intuitive and user friendly. All is synchronized and really makes our work more efficient and productive.

Cons: There's really nothing to point out until now. But I'm expecting to be able to work with it on my Ipad.

Overall: Work organized and in the same tool, efficient, excellent syncronization, easy to work with.

Once you start using, you are organized

Jul 03, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the connection between emails and cases, all is in the loop, even we don't use all features of the software. Sharing information across the team is crucial.

Cons: I would like use better the connectivity between cases and company details, because it is easier to fill all data when the opportunity starts then later. I'm sure there is a way how to do it , maybe just more practicing.

Overall: Better follow up of business cases, shared information in team.

Experience with Eway has been simply great. Probably the best Outlook based sales tracking tool.

Jun 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I was looking for a simple, easy & seamless prospect tracking system within Outlook. E-way surprisingly adds so much more functionalities that some of them I haven't even started exploring yet as it more than meets my needs, out of the box.

Yet, its email marketing functionalities & campaign tracking are nothing short of awesome! Much more than what I asked for, Eway is a very powerful sales management tool & if used effectively, can simplify prospecting & convert of leads much easily.

Cons: Not any that I am aware of but I guess being vastly more capable than a simple sales tracking system almost places this on par with other, more expensive packages.

It would be useful to have a How To or Help button on the function panel.

CRM system eWay has been used in our businees department for more than 2 years.

Jun 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: eWay is our 2nd CRM system supplier - after the 1st experience, we are EXTREMELY satisfied...shared companies, contacts, leads, projects etc. make it easier for each department to communicate with each other. We appreciate the speed and flexibility of all eWay -team members when setting up eWay system for our business according to our special requirements. In particular, the first implementation, which was processed with Mr. Lalinský´s personal participation by us. Everyday work with eWay is really easy and replaced obsolete paperwork.
The eWay CRM is very clear, intuitive and easy to understand for all users

Simple but effective CRM for organizing contacts and projects.

Jun 27, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: - Integrated in Outlook - no need to learn a new working environment.
- Easy to use, no unnecessary functions, does well what it was designed for.
- Customizability of fields and forms layout.
- Works offline.

Cons: - We're missing greater customizability, especially the lack of possibility to create custom modules - additional to projects, leads, companies, etc.
- Upgrade process sometimes fails and the software must be reinstalled.

Great help for administration work

Jun 27, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Review databases and organize your contacts. Quick access to saved information. Very easy to use and the ability to quickly teach a new team member.

Cons: The impossibility to organize fair documents to multiple levels. Sometimes a longer response to a database response on the server.

Overall: Enhancement of work

Great customer service, integrates seamlessly with Outlook and saves us time!

Jun 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Works intuitively with Outlook Tasks and Calendar Events. It intelligently predicts which companies and contacts should be associated with any prospective deal or project.

Cons: Would like some canned dashboard reports to select from as we learn the software and get ready to customize our own.

Overall: integrated w/ outlook single seat CRM (ultra small company)

We use eWay CRM mainly for its efficient way of client´s database and reporting. Both perfect.

Jun 26, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: - all in one place
- easy to search
- great, because it´s all synchronized
- perfect customer support
- keeps our client´s list active with no number limits of contacts and still finds the contact in 2 seconds
- gives us customized reports and view on employees attendance

Cons: - sometimes it takes a time to load (especially remotely)
- takes a space on the server
- employees don´t like it because filling the attendance is time-consuming. Although when it is used every day, it is doable even for them and the reports are perfect afterwards :-)
- for some employees it might seem a little bit more sophisticated, therefore they need more training and explaining

Migration to eWay from Kitbase. Simple implementation & easy use

Jun 20, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I appreciate easy use of eWay and good customer support. Migration of our CRM database was I can say simple.

Easy to use, integrated into Outlook, offline mode

Jun 19, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: eWay is integrated into Outlook and working with it is intuitive. Offline mode is very important for the business. Implementation of the server part is simple.

Cons: Initial client / server synchronization takes a long time if there is a lot of data in the database. Fortunately, this happens only when you reinstall your PC. It's the price for offline mode.

eWay CRM is a very interesting product we get used to very fast.

Jun 16, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: eWay helped us to better organize our customer contact list and track the requirements of our customers.

Cons: An integration with MailChimp Marketing platform or other Marketing platforms should be considered. A very useful integration should be done with services having financial reports like Bisnode or similar.

We migrated to eWay from Salesforce. EWay staff did this for us. Was smooth and efficient data port.

Jun 08, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is totally integrated into Outlook. Makes for a simple and efficient user environment. Sales staff did not use Salesforce enough previously, but now we have better usage, and the product captures many things (emails for example) very easily.

Overall: We are running all our marketing and sales activity using the software. We have integrated campaigns and also are having 3rd party telemarketing teams use the software using Excel as a data template for sharing info. Excel seamlessly integrates with the software. Now we have better user adoption and we have cleaner / better managed account data.

Before installing Eway I changed 3 crm. For consulting company as LOGICON it is the best choice

Jun 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Integrated part (add-on) of MS Outlook.. User set up of workflow for leads and projects. Mobile application.

Cons: Multi items purchase invoice is not possible to split among the several projects during automatic import from accounting system. But this leak doesnot limits our procesess.

Overall: Fast and simple overview of all bussines activities.

eWay-CRM has allowed us to automate a lot of our sales processes and simplified the order process

Jun 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexibility, almost everything can be customised. We can re-design the lead forms to have the fields we want to be visible.

Overall: We have vastly improved our sales per lead ratio

We have a very good experience. We appreciate clear graphics, good functionality and customer supp

Jun 01, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Product is complex. We like fast customer support and marketing module that allows us to pursue and monitor our mkg campaigns. With this product we are focused on our customers and their needs.

Cons: Not good synchronization of tasks created in Journal with Outlook - problems with notifications send to Outlook.

Overall: We can focus on our customers - we keep in touch with them, we know their needs and we can react quickly to their requirements.

Easy use and implementation, in our company used mostly for project management

May 31, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Users do not need to learn about new working environment, all modules are naturally connected with Microsoft applications (Outlook, Excel, Word) that we mostly use. Easy administration of users and system behavior. Easy modification with respect to specific needs.

Cons: The system is not integrated (but maybe it can be) with ERP system that we use. It cannot be easily used as knowledge base for a specific business that we work in.

Overall: Sorting of information that is connected with concrete project.

Reliable, comprehensive tool.

May 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Large amount of information in one place, user friendly, possibility of individual setting (modules, reports etc.)

Cons: Large amounts of data transferred but then is possible offline work. Some admin options could be available (for example, mass transfer of projects).

Overall: better bss overview and control, data backup

I like it

May 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: i like tha fact that the software is connected to microsoft outlook. Another benefit is having a well working mobile app. Stas and reports are also a good feature.

Cons: I would like for this sofwtare to implement a way of monitoring company vehicles. I might also appriciate a newsletter with latest changes since i am a busy man and have only a little time to learn about them on my own,

SW is modular and meet our needs. Easy to use and flexible to add new functions.

May 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple installation in a couple of days, Modularity, easy of use, meeting all important needs, no need to make additional programming. Good flexibility in case of adding additional functions, Perfect service.

Cons: I need to install Windows platform on my MacBook. It is complicated when you like to use it with Apple.

Overall: Good database functions, marketing evidence, and statistics. Sales and Marketing reporting. "Anytime" overview about business. Quick access to important business information. Good access to history and older information. Automatic archiving of the communication with clients allow us to have all communication under control.

easy to use, ms office look, stable

May 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to use for all colleagues in our company (assistants, businessmans, production, IT guys and CEO.

Cons: Only the first big synchronization after software instalation takes about 2 hours because of our database size.

Helps me organize my contacts, focus on opportunities and gives me relevant customer information.

May 25, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: They make it very easy to manage a small or large number of contacts and sales leads in a variety of different styles and methods.

Cons: The initial setup was a bit difficult, but this is a very small complaint, once you understand how the software works it becomes much easier.

Overall: Using this software has made communication with my customers easier and much more focused. Once setup up, it integrates perfectly into Outlook is easy to use and to find what/who you are looking for. It just works!

Excellent easy to use software

May 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Fully integrated into MS Outlook
eWay offers much more than just CRM standard functionalities.
Excellent support with an individual approach to each customer.

Best integrated CRM program for the price.

May 23, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Fully integrated into MS Outlook
Excellent and very extensive functionality
Great customer support - CEO called me
Ease of use

Overall: Being able to continue to use MS Outlook. Able to send websites, documents and all from office and having a record of it in my CRM.

excellent company, willing to go the extra mile

May 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: customizable, easy to use and flexible, if any changes are required the support team are always willing to help.

Cons: the updates sometimes require a little bit of help, nothing the support team doesn't sort out in a few minutes.

Overall: we now have a fully functioning CRM system which is highly customizable and flexible to our needs.

We have been using Eway CRM Premium Edition for 6 months and we are very pleased to use it.

May 04, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Optional, installation on our own local server, easy to use, 100% integrated with Outlook, sharp customization with workflow management, open and customizable SQL database. Excellent technical support, friendly and competent team.
Reactive and dynamic development of the software (mobile application, etc.) are tuned to the needs of their customers. Highly recommended.

Cons: Needs advanced technical skills to exploit all resources (programming). Product still young (but in full development). Missing some features that seem obviously basic...

Overall: Consolidate our database according to our specific needs, automate many tasks, quantifiable time saving. It is a program that adapts to the job and not the other way around.

baby friendly, very good customer support

May 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: how easy is to work with the system, and how easy is to learn for beginners with detailed manual, understandable modules

Cons: Reports could be more sophisticated (with graphs for example) and manual could be tailored to the customer use. Filter could be set up for specific dates (from ..to)

Overall: important informations for our growth

Excellent easy to use software

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Recording all data to do with individual contact/companies. Fast look up of details. Working with colleagues info is easy

Cons: Integration with other software's. Linking to a folder with all relevant documents in for an individual customer.

Overall: Staying in contact with customers and suppliers and having all historic data at your finger tips.

Vale for Cost!

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It interfaces with Outlook, It is simple to use

Cons: The naming conventions. Prospects being called deals

Overall: This program has been a huge asset to our company. The interfaces are easy to use. Customer Service is very responsive and helpful.

Recommendations to other buyers: not at this time.

AAA - High value for money + Excellent customer support

Apr 12, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Excellent and competent pre and after sales support

Overall: Studio Zeta is a consulting boutique founded in 1994 and working in Italy for most of the top 500 organizations in the world. Our wealth is based upon the long term relationship that we have been establishing and maintaining with our Clients over the years. Due to the high value that each single customer represents to our business, since early 2000s we had developed a bespoke application based on MS-Outlook which proudly survived till 2014 when we decided to move to a ¿so-called¿ standard product: BCM by Microsoft.
Lack of functionalities, recurrent faults, total absence of support and eventually discontinuity of the product by Microsoft led soon to a nightmare.
Superb pre-sale support, wide range of functionalities, well-structured relationships among CRM¿s elements, customization with ease, error-free and robust behaviour, excellent support in migrating our valuable data: this is all we have found in eWay-CRM. Real value for money! Well done!

Well planned, very progressive

Apr 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ability to customise, integrates into outlook, new mobile app and automated objects.

Cons: Out of the box reporting is a bit limited, relational hierarchy can be a bit tricky to get your head around at first, however has some excellent advantages once you do

Overall: An excellent product which integrates into multiple office programs as well as multiple versions. The ability to customise workflows, add fields and now even change the look and feel of each form is brilliant. We are a niche business with specialized workflow, eway now integrates into out internal tracking system so sales staff have real-time customer data. the team have helped develop custom reporting and solved any technical issue very promptly. their updates are full of new features and improvements which are designed for users and managers. a well thought out product with great progression.

Well done, keep up the great work.

Recommendations to other buyers: like all business management systems they are only as powerful as the data structure and planning that goes into it, plan your implementation.

Very helpful CRM

Apr 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customizations
Support

Overall: eWay-CRM fits our requirements in sales, marketing and CR and project management perfectly. I also recommend a high quality support which helps in case of any questions.

Easy to use yet powerful solution

Apr 10, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Nicely integrated with MS Outlook. eWay offers much more than just CRM standard functionalities. Excellent support with an individual approach to each customer.

Cons: If you are not an Outlook regular user, you might not be able to use all of the functionalities of this solution.

Overall: We are using eWay mainly for tracking communication with potential customers in the Lead category. We haven¿t discovered all features but still using the software every day. Especially full search function to find any relevant email or document is quite handy.

Collabworks is using eWay-CRM

Apr 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: Simple to install & easy to use

Cons: Because some data lines get added to Word, Excel and Outlook email messages you have to adjust to the new look.

Overall: We are using eWay-CRM because of the simplicity it provides to install and use. We really like the fact that you only have to learn their process. Since the software runs on the OUTLOOK platform you already very familiar with the majority of what you'll be working with.
It was very easy to setup and use.

Recommendations to other buyers: N/A

Perfect for integration of an CRM into Outlook

Apr 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We are a start-up company and therefore we were looking for an easy and in price acceptable CRM system. We have tried different others before, but for us eWay-CRM is perfect. We can simply generate leads and also emails, to dos and dates are integrated and for my colleagues visible. so, we will go on with it. And by the way: The support is excellent, thank you guys.

eWay-CRM review

Apr 07, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I have found the product to be very useful, especially in linking emails/tasks / journals and keeping a clear history of relevant information/timelines for the business. This enables easy access to information all in one location in an instant. The more I learn how to use eWay-CRM the more capabilities I realize I can utilize moving forward - streamlining my workflow. I have found the customer support to be truly helpful, as they go out of their way to resolve any queries/issues efficiently and effectively - giving me peace of mind! Thank You!

Happy to have a CRM in place

Apr 07, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Our rep, She is great. :)

Cons: I just wish I could color coordinate my leads based on their status. It is easier to view things that way.

Overall: We tested a number of CRM systems prior to E-Way, and although some were ok they always seemed to be missing a feature we needed. E-way has everything we wanted while being cost effective and simple to use. The only thing I wish there was is a way to color coordinate my leads based on their current "status".

The customer service has been great, I have an account manager that is awesome. She checks in all the time to see how things are going, and when I have a problem I can email her and she emails me back really fast. If there is a problem she can't immediately resolve, she escalates it right away and has it handled. All in all she has been the highlight of our E-way experience compared to other companies we have tested. Thanks to our rep!

Vendor Response

by eWay System on April 07, 2017

Thank you Chessa! Colors are a part of conditional formatting that has been recently intergated into eWay-CRM. I'd be happy to help you with setting this up.

Finally after a long exhaustive search!

Apr 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customized purchasing, responsive, professional and friendly.
Ease of use and down to earth practicality.
Value for money.

Cons: Reporting module does the job, however, I do expect it to be more customizable in next editions.
I am looking forward to more from the mobile app for on the go usage.

Overall: My opinion after months of practical use: Nothing short of excellent. Especially the customer service: real people with relevant answers to all our questions. Previously I had looked at almost everything in the market for months and tried many products for many more. I was finally lucky to have stumbled upon E-way CRM. It's the best kept secret in this software space. Other than the customized sales process that takes time to understand your needs, the software is option rich as well as being a breeze to use and gets the job done. Its given me peace of mind, thanks to the E-way CRM team.

Recommendations to other buyers: If you don't have a dedicated IT, use the support credits upfront to get up to speed on training/customization for your specific business.

Correct Tool For My New Business

Apr 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: To many to list. Easy to use. Learning curve, for me was low.

Cons: I like to pay annual fees. Currently only monthly.

Overall: Reviewed 3 CRM packages. The two must have features were interface with M-Outook and print out notes by prospect. Both features are present. The detailed notes/reports were exactly what I need. Many ways to incorporate notes into the Customer files. The bonus is the core features to track many key events is part of the package. Customer support to help me understand the e-Way approach to documentation of events was most helpful. Good job to all who helped me. Thank you.

Recommendations to other buyers: Learn the e-Way definitions for the tabs.

eWay CRM taking your business forward

Mar 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. The way it is fully integrated in Outlook.
2. The flexibility to customize workflow, add fields and form layouts, conditional formatting of user views, customizing and filtering views etc.
3. Automated assignments of document and emails etc to "deals", "projects", clients, suppliers etc.
4. The frequent updates.
5. Excellent support team and online documents and training videos.
6. Cloud Hosting of the server database. This feature enables us to be mobile and flexible. As long as we have internet access we can work from anywhere in the world. We are no longer office restricted. With Cloud hosting no more downtime due to power or data disruptions.
7. Our employees can work from home.
8. Easy accessible history records of all our clients, suppliers, deals and projects.
9. Task management and marketing tools - although we don't use it to its full potential.

Cons: I can't think of any. If I must add something maybe the fact that it can't make coffee.

Overall: eWay CRM is the most important management tool in our business. It enables us to be in control of our supply chain, operations as well as our valued customers. Their support is excellent and very friendly, in such a way that we became friends over the years. eWay is part of our business since January 2013. With their frequent upgrades eWay keeps up with the newest technology and market trends. Definitely the best investment we have made in our business. I would strongly recommend eWay and can't imagine been without it - an excellent product, with an outstanding support team.

Recommendations to other buyers: To potential users - Download it for free and start using it. You have nothing to loose. To eWay - Please integrate Skype or any real time chat into your software for internal and external communication with our colleagues, suppliers and clients, which can be stored in the projects and deals etc. This will enable us to keep better track of our conversations and to allocate it to the right places for future reference and history. We use currently your "note" facility for internal communication. External chat facility is still a problem.

Best Small Sales Office CRM Software.

Jan 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Does everything a small sales office needs in the free version. Very flexible and getting better all the time.

Cons: I needed a couple of hours on the phone with Eway to get the hang of what goes where and why but once I had that figured out implementation has been full steam ahead.

Overall: I own a small home based sales business with two employees including myself. Many years ago the company I worked for used ACT as their CRM software. As the national sales manager for that firm I was able to make it work but I had to learn to use Crystal Reports to properly mine the data we were gathering.

in 2006 when I left to open my own company and I kept ACT because that is what I was what I knew. But after several hard drive failures that cost me many days of downtime reloading and trouble shooting software I decided to move my CRM data to the cloud. At that point I started working with "Prophet" by Avidian. It worked great for me and was pretty inexpensive by comparison. 2 years ago Prophet converted it's database and wanted to charge me dollars to convert what little data I had. After being a customer for so many years I saw that $ dollar demand as an act of war and went back to using ACT. Again ACT works but it is clumsy for me to keep bouncing back and forth between two software packages ACT and Outlook.

Last year I started working with Eway. It is very similar to Prophet in that it is cloud based and Outlook integrated but Eway offers a FREE version that works wonderfully. The customer service and technical training is second to none and the software works GREAT! And while I am sure I will convert to the pay version before long the free version does everything that I need in a nice concise easy to understand package. I highly recommend this company for small or start up sales offices.

Recommendations to other buyers: Take advantage of the free training and customer support. They are very flexible with scheduling and able to "hear" exactly what I was trying to accomplish and pointed in the right direction on the 1st phone call.

Winner! eWay has developed a solid, intuitive and cost effective CRM.

Jan 11, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Embedded in a familiar tool, Outlook.

Cons: They need a Android and Apple app (I understand these are being developed). Folders for documents should be more Windows native, folders, sub folders, etc., in lieu of categories.

No way to customize reports.

Overall: We could go on and on about how much we like eWay CRM. A few points that sold us: embedded in Outlook so training is minimal, value, customization without the need to have a computer engineering degree, and OUTSTANDING customer service! Email the CEO, he will email you back personally.

For an American company, one need not worry about support. I am not sure the staff at eWay even sleep, because we get help in minutes most often regardless of what time it is.

This software could be customized for any business. We happen to be an engineering and manufacturing company that develop projects for years with massive amounts of email traffic and data to keep organized before a contract is ever executed. eWay has made this task much easier.

You want them to customize it for your business needs, just ask them. We suspect there is so much more eWay can do to make our lives easier but we have just got started.

FYI, we have used some of the big names CRM's in the past and grew tired of the app game, a whole new platform to learn, add on's for this and that. It was just to complicated and expensive. eWay just works and works well.

CRM for a small company

Dec 01, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: * embedded in outlook, no new tool to use or data to transfer
* easy to start, gradually use more functionalities
* extract data to excel for analysis

Cons: * upgrading seems simple, but always causes problems in my case. they are easily fixed by the tech. people.
* standard reporting ... rather limited

Overall: 800 offers per year, 150 projects per year ... al to follow up for one person is a huge, time-consuming job. eWay CRM helps me a lot in doing it : embedded in outlook it keeps track of the status of the offers towards customers and once transferred into projects I have all the mails related to the project immediately ad hand.

The good thing about the tool is that you can build up gradually : first I work with leads, projects. than I added documents and calendar items to the projects and there are more functionalities I can add. one step at the time.

It is possible to extract data and to analyze further in other tools like Excell. Even for very small companies like mine, eWay CRM is a handy tool to use. as it is embedded in Microsoft Outlook you do not need to install or use separate software : it's all integrated.

Love this software

Nov 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: seamless connection to Outlook

Cons: help sections are not translated into English well

Overall: Great seamless interaction with Outlook. Very logical and intuitive. Love the layout of the leads screen and the way it captures emails automatically. The speed is good and connection to contacts is convenient. The best part is the customer service. Even though the company and customer service is based in the czech republic, the hours are good and the people are very helpful - especially Elena. The only bad thing is the "how-to" screens and FAQs are not translated to English very well. However, it doesn't pose a real problem - everything is understandable - more a curiosity than an annoyance.

Recommendations to other buyers: I have tried alot of different CRMs both personal and corporate - this is my favorite so far.

Excellent Product for Small Business

Nov 29, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy of use
Interface with Microsoft Outlook
Centralization of documentation
Excellent customer support

Cons: Haven't found any cons

Overall: I am a single user of the free version of eWay-CRM. It has allowed me to better organize my business. All of the documentation for a single company or a single project is available with a simple key stroke. It is easy to master and the interface with Outlook is superb. eWay-CRM has the BEST customer support and service of any company I have ever used! I strongly recommend this project to any small business.

Recommendations to other buyers: A must try software!

eWay - CRM Product Review

Oct 31, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Ease to use

Overall: eWay - CRM is a great product and we have been using it for 5 years and have no complaints. Don't let the time difference or the language barrier discourage you from purchasing it. The staff is excellent and speaks and writes English excellent and always works around the time difference.

eWay as a replacement for Microsoft BCM

Oct 12, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, integrated into Outlook, one time license fee.

Overall: I did a lot of research looking for a replacement to the now-defunct Microsoft Business Contact Manager that our office had been using. Most of them were much more sales-driven and feature heavy than what I needed, not to mention astronomically expensive. For our small company with just 2 sales and support people, we needed something that allowed us to track not just our sales but also our existing customers and their support issues that wouldn't cost us an arm and a leg. What first struck me was the option to do a one-time buy and host the database on our server, which we were already doing. Having it integrated directly into Outlook was important to me as well, I didn't want to have to completely re-learn a new piece of software.

Now that we have been using eWay, I can tell you it was the best decision I have ever made. They were very patient with me as they transferred our old data into the new system and got it set up on our server. They made sure everything was right before we went live and spent a lot of time getting it just so. The transition itself went smoothly for us. Their support has been outstanding and their documentation and knowledge base are fabulous! We did a one hour training session via TeamViewer to help familiarize ourselves with the flow and the differences in how we could use it compared to BCM. That was all it took. I have been able to customize the forms and workflows myself with just a little help from the knowledge base. I am really enjoying using the software and I'm sure that I'll find other great features as I use it more. It looks like it has everything!

Thanks eWay, this has been a great experience for me and your people have been fantastic to work with.

Recommendations to other buyers: The people are great to work with!

Amazing software, simple but so powerful

Aug 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Integration with Outlook is seamless
Logical relationship management which follows business process very well and that's before you start using the very powerful WorkFlow processes

Cons: So many features available I'm not sure which ones to start with and action first

Overall: I tried another outlook CRM software and it was a nightmare and then I found eWay CRM and it's awesome. Synchronises in a very easy way with outlook without disrupting any of your previous contacts which is a mighty relief. The customer support is superb and I'm only using the free version at the moment, what it will be like when I starting a subscription I have no idea :) Great product which I would highly recommend

Recommendations to other buyers: No quibbles, get the software and start learning, the free version is a great way to start and test it. Once you've in you won't want to get out of it.

100% reliable customer care, when you need it

Aug 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Outlook integration keeps email communication contextualised on project

Cons: web access for free single user would be helpful

Overall: Great product and service. The platform enables me to easily manage sales pipeline and keep communications on point and well organised.

Great Solution - Great Support

Jul 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: e-WAY is easy to use - it is just part of the Outlook experience.

Overall: As a small business owner, I wanted to find a CRM that would tie in nicely with Outlook and not have to worry about additional 3rd party applications. I was thrilled when I found e-WAY. Finally I had a solution that would allow me to get on with business, giving me the information I need, when I need it. I no longer have to worry about additional software systems to manage the information that logically should be integrated in Outlook.

Recommendations to other buyers: I highly recommend it for Outlook users.

CRM with Project Management

Jul 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Great features. Works within Outlook. Incredible customer support. They take the time to explain the software to you. In fact, I am now able to customize some of the software on my own.

Cons: I would really like to see a mobile app. I understand that they are working on one.

Overall: We were looking for a product that turned Outlook into what we always thought it should be. Team-based project management software that allows for the organization and sharing of emails, tasks, calendars and notes around projects. Also, we did not want to have to spend thousands of dollars to customize the program to fit our exact needs. eWay met all of these requirements.

Recommendations to other buyers: It¿s great software with great support. It truly is the missing link for small to medium size businesses that need to make Outlook work for them rather than the other way around.

Fantastic Customer Service!!!

Jun 28, 2016
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: I like that you're able to monitor interactions with a specific lead.

Cons: The interface is not that user friendly. It will be very challenging to train a new employee using this software.

It is also hard to customize eWay to meet my company needs.

Overall: My experience has been average. I've experienced a lot of technical issues; however, eWay has offered exceptional customer service in a timely manner. Eway isn't as user friendly as I'd like it to be.