# eWay-CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about eWay-CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/152769/eWay-CRM/ --- # eWay-CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) eWay-CRM ## What is eWay-CRM? The Ultimate CRM Add-in for Outlook and Microsoft 365. eWay-CRM helps you manage Customers, Sales, Projects, and Email Campaigns directly in Outlook. Share emails, contacts, and meetings with your team. Discover potential customers in your email messages, chat about your clients in Microsoft Teams, and integrate with SharePoint to streamline your documents. Take what you already use and turn it into a fully-fledged CRM. Try eWay-CRM. ## What is eWay-CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Project Management](https://www.capterra.com/project-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 824 user reviews Reviews sentiment Positive 93% Neutral 6% Negative 2% Pros & cons Responsive customer support experience Comprehensive sales process tracking Frequent bugs and technical glitches Occasional slowdowns and lag Starting price $20 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... - Construction CRM / 2025 - Inside Sales / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for eWay-CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.eway-crm.com&name=eWay-CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### eWay-CRM 4.5 (824) VS. [4.2 (2,054)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $20 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (824) Ease Of Use 4.0 (2,010) Value For Money 4.4 (736) Value For Money 3.9 (1,600) Customer Service 4.6 (770) Customer Service 3.8 (1,703) ## eWay-CRM alternatives Highest Rated [4.7 (463)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (1,316)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.3 (6,984)](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 year Talk to a software expert to get a free software list tailored to your business needs Company size Based on 100 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 100 reviews Sales & Business Development 31% Sales & Business Development 31% Administrative 17% Consulting 13% Marketing 8% Others 30% Top industries Based on 100 reviews Machinery 27% Information Technology and Services 27% Electrical/Electronic Manufacturing 16% Industrial Automation 15% Other 15% ## Pros and Cons Responsive customer support experience 96% positive reviews out of 192 Most reviewers indicate customer support is prompt, knowledgeable, and helpful, ensuring smooth onboarding and ongoing assistance. Pavel H. CEO, 2 - 10 employees. "Simplicity, clarity, customer-specific setup, professional approach of EWAY staff during implementation." Frequent bugs and technical glitches 71% negative reviews out of 76 Most reviewers describe bugs and issues such as crashes, synchronization failures, and add-in errors disrupting daily work and requiring restarts. Rui F. Data Analitics, 51 - 200 employees. "Issue with recuring login screen pop up, losing focus of current task." Comprehensive sales process tracking 96% positive reviews out of 51 Most reviewers find sales management effective for tracking leads, managing pipelines, and improving team collaboration within Outlook. Edwin M. Head of Contact Center Operations , 51 - 200 employees. "Ever since I started using eWay-CRM, it has ever been seamless to boost sales via combining leads and deals in one place." Occasional slowdowns and lag 65% negative reviews out of 72 Most users report performance and speed issues, including slow loading, lag, and Outlook slowdowns, especially during synchronization. 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 and accessible database 98% positive reviews out of 42 Most reviewers describe database management as intuitive, enabling quick access, searching, and organization of all client information in one place. 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 reviewers find custom fields restrictive, with difficulties in editing, filtering, and restoring fields, impacting workflow customization. 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 a comprehensive way to keep all client and partner details organized, up to date, and accessible. Users think the Outlook integration, customization, and information linking are valuable, though some mention challenges with duplicate contacts and syncing. Sales Pipeline Management 4.2 (221) 68.33% of 221 reviewers that rated this feature as important or highly important You benefit from flexible, customizable sales pipeline tools that adapt to your workflow and reporting needs. Reviewers indicate it’s easy to track stages, customize views, and integrate with Power BI, though some mention limited reporting depth and setup challenges. Lead Capture 4.4 (51) 50.98% of 51 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers 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 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 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 leads, helping you convert prospects efficiently. Some reviewers find it easy to manage multiple leads, customize pipelines, and monitor progress, noting its logical setup and usefulness for small businesses. eWay-CRM 184 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements Track and manage advocate communication, engagement, and performance Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Assign issues and tasks based on availability or required skills System that automatically dials calls Create and automatically send premade copy in response to customer messages Software's ability to perform similar action on multiple similar files simultaneously Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Track the list of items required to be billed/invoiced to clients Create, manage, and send invoices or bills to customers Setting up the amount/charge for per hour of work by a company or professional Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Track all information required to develop and sell lots in housing projects Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Manage and track all past and future calls. Listen to live phone conversations for the purpose of training and assessing agent performance Record the audio of phone conversations for quality assurance purposes Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Group campaigns by project, client, or campaign for better management. Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Track the amount of clicks on individual products to measure campaign results Manage contact details and communication with clients Track all company interactions with current clients Match clients or tenants with suitable properties based on their specific requirements, preferences and budget Provides a channel for team members to share AI models, media files, communicate, and work together Leave comments and notes on documents for others to view Manage a group of members established for coordinating plans, programs, or other initiatives Manage and track all internal and external communication conducted via calls, email, text, or chat Search and check for conflicts of interest or statutes of limitations With this capability, you can centralize and organize all contact information, making it easy to search, filter, and share among colleagues. Reviewers appreciate its Outlook integration, customizable search, and the ability to keep contact data updated and accessible. eWay-CRM offers a comprehensive way to keep all client and partner details organized, up to date, and accessible. Users think the Outlook integration, customization, and information linking are valuable, though some mention challenges with duplicate contacts and syncing. Track, store, and access client contracts or licenses Forecast of the expenses necessary for project completion Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Encourage your customers to promote your company by providing materials, tools, and reward programs A collection of customer information such as contact details, demographics, previous interactions, etc. Process of dividing customers into groups based on common characteristics Tool to send questionnaires to customers to gauge feedback Add customized logos and colors to align with company branding This aspect lets you tailor the system to your business needs, from simple to complex requirements. Reviewers appreciate the flexibility and ease of adapting fields, though some feel customization can be technical and want more options for linking tables. Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Ability to handle large datasets Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Specify or track the date/time a project, task, etc., is due for completion Defines specific deal parameters to negotiate and secure deals Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Track and view detailed financial donation history made by contacts and members Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Receive and/or send email notifications for urgent updates, requests, or other information Plan, execute, and analyze email marketing campaigns Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Estimate expected cost based on various factors before a project begins Schedule and manage the logistics of activities and other gatherings Monitor and record expenses such as purchases or charges incurred Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Find & retrieve relevant data or documents Plan, manage, and track the financial activities of an individual or organization Primarily serving architecture, engineering, and construction industry professionals Designed for contact centers. Intended to be used by insurers Software specialized for non-profit organizations For realtors, real estate investors, property managers, and other real estate professionals. Designed for small businesses Primarily serving startup companies Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Activities related to raising money for a specific cause Monitor application statuses, proposals and award funds Store and manage images Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Identify and respond to unexpected problems or failures (ie. "negative events") Record and follow the progress of every issue Calculate total itemized costs, including initial costs and any changes Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers It gives you structured tools to track, categorize, and follow up on leads, helping you convert prospects efficiently. Some reviewers find it easy to manage multiple leads, customize pipelines, and monitor progress, noting its logical setup and usefulness for small businesses. Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Manage contacts across multiple mailing lists Automate workflows and trigger campaigns based on customer actions Manage the process of planning and scheduling meetings, including agenda creation Database of members to track personal information of individuals and families Manufacturing execution systems focus on quality control in the production process. Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Access the system via a mobile application Optimize content to ensure it is easily accessible for mobile users Observe and track the demand, usage, progress or quality of a system, product, or user Manage multiple campaigns in one system Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Ability to handle several projects simultaneously Enable advocates to promote nonprofit, charitable, and/or political organizations and causes Track all opportunities for potential sales and convert them into recurring revenue Level of completion within a task Organize and manage the accomplishments and development of employees or performance of applications or systems Adjust communications based on previous interactions or personal preferences Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Pre-designed project plans that can be customized Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Create, manage, or update project workflows. Estimate or forecast of a future scenario based on the study of present trends Generate quotes or estimates for customers Analyze and gain insights into data in real-time Notifications that are delivered to users as soon as an event occurs Receive system updates as soon as any changes are made Log and store the source of contacts/leads Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Process of planning, scheduling and executing the optimal and effective use of human capital across projects Set & manage permission levels based on user roles and restrict access to only authorized individuals Ensure that quotes/invoices are correct before sending to customers Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. You benefit from flexible, customizable sales pipeline tools that adapt to your workflow and reporting needs. Reviewers indicate it’s easy to track stages, customize views, and integrate with Power BI, though some mention limited reporting depth and setup challenges. Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Share contacts with other applications like Gmail and CRM Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Track information, qualifications, and contact details of subcontractors Add or remove subscribers from mailing lists Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) A digital list of items that need to be completed Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Manage bookkeeping for client trust accounts Graphical representation of data or processes Manage volunteer information and direct volunteer resources Track the duration and expiration of warranty as well as any obligations under that warranty Seamlessly integrates with 3rd party websites Create, design and manage workflows for repetitive tasks What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Get Advice We can help you find the software with the features you need. Features 4.3 (824) 4.3 Based on 824 reviews ## Pricing Value for money 4.4 (736) 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 (736) 4.4 Based on 736 reviews ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ 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/) 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 (770) 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 (770) 4.6 Based on 770 reviews ## User reviews Overall rating 4.5 Based on 824 reviews Filter by rating 5(466) 4(298) 3(46) 2(10) 1(4) Mentioned topic Sorted by most recent 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. JF Jiri F. Senior Consultant Human Resources ### "I am mostly satisfied" 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 7/10 March 23, 2026 I like this system because it helps me to keep all imporatnt information at the one place and also offer simple and clear reports Pros I like clear and well-organized work environment, simple work with filtres and categorizing of all information Cons I do like least not intuitive creation of new projects and also any other related activities. I also find e-mail management not working as I would expect. 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. [View all Reviews](https://www.capterra.com/p/152769/eWay-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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