# Page 2 | eWay-CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is eWay-CRM the right Financial CRM solution for you? Explore 822 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/152769/eWay-CRM/reviews --- eWay-CRM 4.5 (822) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 4th, 2026 # Page 2 - Reviews of eWay-CRM ## Showing most helpful reviews Showing 26-50 of 822 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PC Petra C. Operational Director Education Management Used the software for: 2+ years ### "eWay - All in One place" March 30, 2026 5.0 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. Alternatives considered [RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-CRM/) Reason for choosing eWay-CRM MS product in Outlook - no other place to go. 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. Review Source TŠ Tomáš Š. CEO Legal Services Used the software for: 1-2 years ### "Let’s go with eWay!" October 7, 2025 4.0 My overall experience with has been positive. The system is user-friendly, well-integrated with Outlook, and offers many useful features that allow us to manage things independently. However, it sometimes slows down or temporarily stops responding. Pros Its integration with Outlook, the easy-to-use features and functionalities, and the ability to handle things immediately on my own. Cons Sometimes eWay slows down, and occasionally it disappears or stops responding, which can interrupt the workflow and require restarting Outlook or the system. While these issues don’t happen often, they can be inconvenient, especially when working on important tasks or managing client information. Improving overall stability and performance would make the experience even better. Review Source JS Jozef S. Director Medical Devices Used the software for: 2+ years ### "Eway - the best tool to be more succesful " October 3, 2025 5.0 Eway helps us track service orders = service overview, service statistics, performance statistics of individual technicians. Business opportunity overview, competition tracking, statistics of win/lose leads. Pros Consolidate important information about opportunities and ongoing projects in 1 place in the familiar Outlook environment. Improve information sharing across the entire team. Journal entity - full scalability and virtually unlimited customization options. Cons Some steps of application logic regarding the connection of Eway and Pohoda. Automatic creation of an order in Pohoda for a project with a completed customer, subsequently the need for double correction of data (1x eway, 1x Pohoda). Unable to connect Pohoda lists and Eway. Review Source MR Martin R. Solution Design Engineer Logistics and Supply Chain Used the software for: 1-2 years ### "Practical CRM for Everyday Work, But Ready for a Modern Refresh" March 25, 2026 4.0 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 MP Martin P. E-shop director Industrial Automation Used the software for: 1-2 years ### "Great CRM that makes daily work easier" October 30, 2025 4.0 Overall, I’m very satisfied. has made managing clients, emails, and projects much easier. The support team is responsive, and regular updates keep improving the system. Pros is easy to use and perfectly integrated with Outlook. It helps us keep all customer and project information in one place, saving time and improving team collaboration. Cons It takes a bit of time to explore all the features at first, but once you get used to it, everything works smoothly. Review Source DJ Denis J. Sales Information Technology and Services Used the software for: 1-2 years ### ""Reliable and User-Friendly CRM"" June 11, 2025 5.0 Overall, my experience with has been very positive. It streamlined our customer and project management processes by integrating directly into Outlook, which made adoption easy for the team. The system is intuitive, customizable, and well-suited for small to mid-sized businesses. Support has been responsive whenever we had questions, and the ongoing updates show that the product is actively maintained and improved. It’s a reliable tool that has helped us stay organized and efficient. Pros I appreciated the seamless integration with Microsoft Outlook, which made it easy to manage emails, tasks, contacts, and sales opportunities in one place. The interface feels familiar, especially for teams already using Microsoft 365. Customizable fields and workflows allowed us to tailor the CRM to our business needs without heavy technical involvement. The mobile app is also a plus for managing information on the go. Cons Sometimes the initial synchronization between Outlook and the CRM can be a bit slow, especially when dealing with large volumes of data. It's not a major issue, but it can be noticeable during setup or heavy use. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing eWay-CRM We chose because it offered seamless integration with Microsoft Outlook, which is central to our daily workflow. Unlike other CRMs that require switching between platforms, eWay-CRM works directly within Outlook, making it easier for our team to adopt. It also provided great value for the price, with the flexibility to customize fields and workflows without needing a dedicated IT team. The combination of functionality, usability, and affordability made it the best fit for our needs. Review Source Jan F. Sales Director Facilities Services Used the software for: 1-2 years ### "eWay in FM" February 12, 2026 4.0 I am fine to have such tool within my team. I am sure We are not using all functions, which is pitty. Pros integration in Outlook MS Office, web interface, look of the CRM, connecting to public database, selecting Cons sometime support from the supplier, we have special custom settings and default reports at eWay cannot be used for them Alternatives considered [RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-CRM/) Reason for choosing eWay-CRM price, customization, supplier attitude .. Review Source JP Jiří P. CTO Renewables & Environment Used the software for: 2+ years ### "Seamless work" March 23, 2026 5.0 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 VC Veronika C. Operation Director Accounting Used the software for: 2+ years ### "Would recomend rather desktop than Online" July 7, 2025 4.0 Pros We have been using eWay since 2009 and have grown accustomed to it. We greatly appreciate the custom reports, as we use them in our daily business operations. Cons The online version feels overly spread out and modern, which is understandable. However, compared to the desktop version—where everything is clear and regularly sized—I find this to be a drawback. Additionally, many functions behave differently online and are less user-friendly. For example, something as simple as logging attendance now takes longer than on the desktop version. I understand this shift represents the future, but I would appreciate it if the user-friendly features of the desktop version were retained. Review Source SŠ Stanislav Š. Vibrodiagnostic Machinery Used the software for: 1-2 years ### "Solution for SMBs with Room for Growth" June 11, 2025 4.0 My overall experience with would be pretty positive, especially for small to mid-sized businesses that rely heavily on email, calendar events, and tasks for customer relationship management. Pros Integration with Microsoft Outlook. Since many businesses already rely on Outlook for email, scheduling, and task management, having those functions tied directly into the CRM makes the whole experience a lot smoother. You don’t have to jump between different apps or systems to keep track of customer interactions, which is a huge time-saver. Cons One of the things that stands out as a downside for is its complexity when it comes to customization and setup. While customization is great in theory, the learning curve can be steep for users who aren’t as tech-savvy. Setting up the CRM to work exactly the way a business needs it requires a bit of a time investment, and if you're not familiar with CRM systems, it can be overwhelming. Review Source AS Anastasiya S. Marketing Manager Information Technology and Services Used the software for: 6-12 months ### "Great experience and value " June 16, 2025 4.0 In general we like working with eWay. The software works well, the pricong is reasonable. So far so good. Pros The fact that it is integrated in the Outlook and the latest updates which make it easier to add new contacts directly from the email, no need to manually add all the details. This is really helpful. The Hub is interesting too. To store all relevant information and documents in the Hub is a great idea. Cons The export and import is slightly complicated as the data for "Company" and "Contact" is not 100% correlated. For example, only the Company section has Type option, and not the Contact. And when exporting all the contacts one has no idea if the contact is a client or a prospect or a supplier, etc. One have to go to the Company section and manually search for the company to get this info. I personally spent a lot of time trying to organize that data to use it for emailing campagn outside of eWay ( we use MailChimp). So, if this option could be simplified, it would have been just ideal. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing eWay-CRM PipeDrive does not provide integration to Outlook any more Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) It had a lot of bugs and it was quite pricy for what it was. Review Source CN Christian N. CEO Information Technology and Services Used the software for: 2+ years ### "eWay-CRM in Outlook" December 11, 2025 5.0 Pros I really liked how feels like a natural part of Outlook—it makes managing emails, contacts, and projects so easy without switching tools. It’s great to have everything in one place and keep the whole customer journey organized and connected. Cons Setting up custom workflows for tasks, emails, or other /Outlook elements currently requires coding skills, as low-code options aren’t available yet. Review Source AG Alexandra G. KAM Education Management Used the software for: 2+ years ### "CRM review" March 18, 2026 4.0 Overall, my experience with has been positive, particularly in terms of usability and clarity. However, I would appreciate more advanced and progressive features, such as enhanced reporting, updated statistics, and additional functionalities that reflect modern CRM standards and evolving business needs. Pros The system is fast, intuitive, and well-organized, which makes it easy to navigate and use on a daily basis. The overall structure is clear and logical, allowing for efficient work with minimal confusion. It supports productivity and helps streamline routine CRM tasks effectively. Cons At the moment, I am experiencing an issue with the web version not saving newly created cases, which significantly limits usability. While this may be a temporary or technical issue, it affects workflow reliability and creates uncertainty when working with new data entries. Review Source VR Verified Reviewer Project Manager Information Technology and Services Used the software for: 2+ years ### "great new features + connection with MS apps" December 12, 2025 5.0 Pros For me, eway is still a very powerful tool in my daily operations. With new released features like Calendar integration or others, it safes even more of my time that I can now spend on different tasks. Cons What I was missing is already there, at the moment, I do not have any issues to mention at all. Everything is ok. Review Source FK Flore K. Compliance Manager Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Simple CRM that keeps our records clean and traceable" December 3, 2025 5.0 helps me keep customer records, communication, and project data in one controlled place. Since it runs inside Outlook, it’s easy for the team to follow consistent processes without switching tools. The audit trail for emails and tasks makes reviews smoother, and onboarding new users doesn’t take long. Pros The Outlook integration keeps all communication tied to the right client record, which helps with internal audits. Sharing emails, tasks, and documents is straightforward, so it’s easier to track who handled what. Setup is quick, and the automations reduce manual updates. Cons The online version is not as clear as the desktop app and slows down some checks. Customization takes time for new users, and simple features like creating folders in project documents are still missing. Review Source DW David W. sales representative Food Production Used the software for: 6-12 months ### "Satisfaction with service" April 9, 2026 5.0 Overall, my experience with 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 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 . 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 VM Vladimir M. Sales Machinery Used the software for: 1-2 years ### "sales, marketing" January 6, 2026 5.0 My overall experience with has been very positive. It is reliable, easy to use, and well-suited for small and medium-sized companies looking for a practical and efficient CRM solution. Pros is a very high-quality CRM solution that fits perfectly into daily business operations. It is stable, secure, and offers excellent value for money. The biggest advantage of eWay-CRM is its deep integration with Microsoft Outlook. It feels like a natural part of everyday work rather than a separate system. Cons Some advanced customizations may require initial setup or guidance, but the support team is always helpful. Review Source PP Petra P. Account manager Logistics and Supply Chain Used the software for: 6-12 months ### "Pretty good CRM for Outlook" March 3, 2026 3.0 Pros A pretty good overview of clients and their activities. It's right in Outlook, which makes record keeping a easier. A good overview of the amounts of individual orders and a total summary and last interaction with the customer. Certain notifications and reminders for sending emails or completing tasks are also useful. Cons Probably the more data there is, the slower it is and the more it freezes. For me, the search filter is confusing. When saving an email for a specific occasion, I always have to check whether it has been attached to that occasion or attached to the wrong client. Review Source LP Lukas P. Energy ingeneer Architecture & Planning Used the software for: 2+ years ### "My experience with CRm" September 12, 2025 5.0 We have been working in CRM for a long time, but we mainly use it as a database of projects, work, and tasks. Pros I generally like the clarity and ease of work in CRm. The system is very easy to navigate, monitor the progress of assigned tasks, and generally know the activities (tasks) of other colleagues. Cons No complaints. In the beginning, we had some problems with the steps of individual tasks, but with support, we were able to set it up to suit us. Review Source BK Bailey K. IT Manager Food & Beverages Used the software for: 6-12 months ### "Reliable CRM for Outlook Users" December 2, 2025 5.0 works well for teams that rely on Outlook. As an IT Manager, I find it easy to roll out and simple for users to learn because it fits right into the tools they already use. Day to day work like sharing emails, tracking tasks, and managing customer info becomes smoother. Pros I like that it runs directly inside Outlook, so people don’t need to switch apps. Sharing emails, contacts, and project details is quick for the whole team. Setup is fast, and the automations help turn emails into deals or tasks without extra steps. Cons The online version feels less clear than the desktop app. Customization takes time for users who are not technical. Some simple features, like creating folders inside project documents, are still missing. Review Source tM tony M. Agent Real Estate Used the software for: 2+ years ### "Return to eWay" April 10, 2026 5.0 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 LD Lenka D. plant manager Retail Used the software for: 2+ years ### "evaluation " September 16, 2025 2.0 Simplified administration, clear documentation. Overall, I rate this accounting program as a good choice for small and medium-sized businesses, saving them time. Pros I am satisfied with the program. Its user interface is intuitive and easy to use, allowing me to manage my accounting efficiently even without prior in-depth experience. The program offers a wide range of features, and I also appreciate the regular updates that reflect current changes. Cons I cannot find the original order number on the delivery note. When transferring the order to the receipt, it is not clear to which warehouse the goods are being delivered. Completely inadequate cash register overview – no suitable filter available. Review Source PN Paul N. Managing Director Mechanical or Industrial Engineering Used the software for: 2+ years ### "Best CRM is true" June 5, 2025 5.0 It's the first time ever that I heard positive things about a CRM system from my technical team members. That is HIGH praise. Pros Because eWay is embedded in Outlook, it never gets in your way. You can use it right out of the box and then gradually customize to fit your needs. Cons The custom workflows are not easy to set up, while on the other hand, we are cautious not to automate too many steps, since one needs to stay in touch with your data. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing eWay-CRM Because of its email attachment handling and tight Outlook integration Switched from [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)[Podio](https://www.capterra.com/p/128631/Podio/) They had poor Outlool integration and was an irritation to use. Review Source CC Chris C. Managing Director Food & Beverages Used the software for: 1-2 years ### "On the bus with Eways!" March 27, 2025 4.0 It's good, however I'd like to see plugins with other applications such as VOIP systems and other functions. Pros It's straight out of the box, easy to setup unlike most other platforms. Cons Having time to get to grips with the power of its capabilities. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing eWay-CRM It was easy to setup, price is right and Eways is a growing platform with great potential. Review Source LK Louise K. Managing Director Import and Export Used the software for: 2+ years ### "eWay-CRM: the game-changer in Customer Service" May 30, 2025 5.0 Extremely positive - eWay has made our work life 100 times easier and happier. It really has given us a very professional edge and competitive advantage. We could not live without it! Pros How project related information is organised in one place, and all communication organised per project - very easy to keep track, and search and find. Cons Almost nothing I don't like, but would have liked to be able to assign an e-mail to more than one project/deal/unit in one sweep. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.