eWay-CRM Reviews

Pros

The customer service at this company has been fabulous. They’ve answered each and every question I’ve posed to them great team to work with.

Cons

I wish the contact management software would integrate with our Verizon phone system. It does integrate with some phone systems I believe, but just not this one. That might be due to complexities of Verizon.

Pros

eway-CRM is one of the greatest and best-in-class CRM integrated into Outlook that helps to streamline customer management, enhance sales and marketing processes, improves collaboration and project management. I also love how this tool provides valuable insights through reporting and analytics. This helps us to make data-driven decisions and also helps businesses effectively manage their customer relationships and drive growth. I like the mobile apps for iOS and Android devices enabling us to access and manage CRM data on the go. It enables us to view customer information, track activities, update tasks and communicate with my team anywhere, enhancing productivity and responsiveness.I also like the ability to task and project management capabilities, allowing us to create and assign tasks, set deadlines and track every progress. This also enables collaboration among teams by assigning tasks and sharing documents.

Cons

No cons yet. I am really loving the user experience I am having with this great CRM from Outlook. The support is unparalleled and responsive 24/7.

Pros

I like how the outlook integration works for setting callbacks to keep you organized

Cons

It crashes quite a bit or logs you out after a certain time of inactivity, I also don't like how the the contact and company information are in 2 different parts of the system, would be better on one view

Pros

Easy to use for me and my colleagues. Good support.

Cons

I don't know at this moment, maybe in future.

Pros

project tracking and status overview with the quick and easy link to the respective communication, meeting minutes as well as tasks and documents

Cons

invoicing with limited features, Word output has to be adjusted manually

Pros

Being able to integrate with Outlook is seamless. Being a PC guy, this is the best and only CRM to use.

Cons

I am not being able to access more features at a reasonable price.

Pros

great software because it allows me to check employee and customer emails if I want, automation of emails associated with contacts and companies

Cons

I had trouble quickly understanding the logic and the correct way to manage different things in the application

Pros

I using only e-mail. For me and for my job eWay is for sending e-mails. Not more.

Cons

Only e-mail. E-mail is for my job sufficient.

Pros

CRM integrates effortlessly with Microsoft Outlook, making it seamless for users to manage their data related to CRM from within email clients.

Cons

I encountered it in managing the pipelines as it lacks in managing the pipeline leads. more configurations on the right parts make this app more valuable.

Pros

Easy to work with.Good link between Outlook and Eway.Good contact manager.Good task manager.

Cons

Nothing, I do like all functions. Well done

Pros

The support of the eWay team is intensive
outlook user interface

Cons

editing documents before customization according to our requirements

Alternatives Considered

Dynamics 365

Reasons for Choosing eWay-CRM

I wanted one working environment, including email I wanted to get information quickly from CRM I wanted a system that would effectively return the time I spent sharing information

Reasons for Switching to eWay-CRM

Customer support is 100% and transparent Effectively wasted time in my business

Pros

eWay has been a huge improvement for our company, the ability to track long-term deals, check customer account activity and share important information between our sales teams.

Cons

Hard to teach older employees how to use the software, some redundancies, outlook will disable to eWay system due to the added strain on the system, slower load up times and often times information will need to be imputed into a deal that already exists within the customer profile.

Alternatives Considered

Salesforce Service Cloud and Tableau

Reasons for Switching to eWay-CRM

The price to valve ratio was far greater than any of the alternatives that we considered.

Pros

Having your CRM embedded inside Outlook removes a lot of unnecessary steps compared to other solutions. With eWay it is easy to switch between contacts, companies and deals but you can also open
seperate windows for each module and have everything running side by side.

I have found the speed very impressive and searching for information is rapid and easy. I also really like the way the task management system works as it allows me to keep on top of my day.

Converting inbound or outbound emails into journal entries and tasks is very easy and makes sure your records are accurate.

Cons

So far I haven't found any negative points with eWay

Pros

I evaluated numerous CRM tools for our small business. eWay-CRM I felt provided the best value out of all of them. Their customer support is exceptional! What I really enjoyed was their patience with us. They provided a free trial, reached out to us for support on multiple occasions. They really do want to make sure that this is the best tool for you. A lot of fabulous features at your finger tips.

Cons

Had some issues with install but nothing that they were not willing to help troubleshoot and resolve. I would consider this a minor con, but their support was wonderful!

Alternatives Considered

Zoho CRM, Dynamics 365 and HubSpot CRM

Reasons for Choosing eWay-CRM

Simple, yet robust, and ease of use

Switched From

Zoho CRM, Dynamics 365 and HubSpot CRM

Reasons for Switching to eWay-CRM

Features, ease of use, customer support, and cost

Pros

eWay-CRM provided complete and affordable turn key migration of my 2013 Microsoft Outlook with Business Contact Manager database [Microsoft SQL server .bcm formatted database] to their CRM program. Most of their competitors did not.

The dashboard/display format for both Company and Contact information is complete and easy to change information fields. A photo field for each contact is displayed in both the laptop and phone App device. Having the photo integrated into the contact fields of my Apple iPhone App was very important in my decision to select eWay-CRM. Likewise, a key feature to be able to customize both the Company and Contact main dashboard/display view was important. Their software is very simple to both add and position the field on each page. For example on the main contact page I added a field to list the contacts' spouse and children plus a "general note field" to the right of the contact's name, company, physical address, email address etc.

After a 1/2 hour online training session with one of their Customer Success Representatives and with the help of their excellent youtube tutorial videos, I found the Marketing Campaign/Bulk email setup intuitive and relatively easy to complete. Simple metrics of the number of people who received a campaign/bulk email are provided plus mailing errors are placed in your email inbox at no additional charge.
Management reports to review members of your marketing/sales team activity are sufficient for my review.

Cons

Base on my current knowledge of the eWay-CRM software program, I have, to date, not found a method to link an email within my inbox to a one or more contacts other than the contact who sent me the message. I believe a feature where you can search for any contact within your database to attach a copy of this email message to their email history is of value. Currently, I copy and paste the "email text" within a journal entry for the contact that I want to record/link the email. This method involves several extra steps and is time consuming.

Pros

fully customisable, can create any field required. Simple or as complicated as you like. Have used for years, and hopefully will use for many more

Cons

nothing really, there isnt much that stands out that I would change

Alternatives Considered

Zoho Desk

Reasons for Choosing eWay-CRM

more features

Switched From

Salesforce Sales Cloud

Reasons for Switching to eWay-CRM

ease of use to pick up

Pros

Virtually limitless customization options, and normally easy to accomplish. I like the ability arrange the views according to my desired (economy of) placement. The Search and Bulk Change functions respond very rapidly. The ability to export contact data and notes, etc. is very attractive for HIPAA compliance and retention purposes. Ditto the ability to attach all kinds of interactions and documents to specific clients is excellent. And the price--is very reasonable for all the value, AND THE SUPERB TECH SUPPORT PROVIDED so cheerfully and rapidly!

Cons

I think that the email marketing templates' designs could be expanded and enhanced, and the actual customization tips/instructions could be expanded and in some cases more clear.

Pros

Integration with Outlook making interaction with eWay similar to how one navigates Outlook. Most outlook plugins I use or had tried take a significant performance tall on Outlook, but eWay is barely noticeable after initial startup time. Once or twice a week eWay seems to be bringing outlook to a halt but Outlook restart remedies this situation.

If you have a simple "how to" or "why not working" question you can expect a relatively prompt (2 - 12 hour) response.

Cons

1. the tutorials and eWay admin configuration screens refer to the same modules and objects within eWay by different names make understanding of the explanations confusing.
2. eWay does not support a concept of working with your company's global, centralized and shared contract database that is supported by MS Exchange via shared public contact(s) folders. Thus, every contact change made by one eWay user has to synchronized to all other users's MS Exchange's personal contact folders.
3. If you are reaching out to eWay to have them set up of repair not-working functionality expect to sent week on sending and reseeding your emails asking eWay to give you at least any response.

Pros

What I like about "eWay" is the ability to customize the view, change individual fields and their groupings. Also saving views and quickly switching between them. Quickly moving columns and using filters. Possibilities to generate reports from tasks, diary or schedule for example invoicing, daily work done.

I like the technical support that responds quickly and professionally. The problem is usually fixed quickly and with the help of remote control of my PC.

Cons

The main thing that bothers me about working with "eWay" is the jamming of the whole system, including Outlook itself, when I need to filter for example a job when trying to create a new task or diary, etc.I have been provided with remote assistance several times, but despite efforts to resolve this issue, this error still occasionally manifests itself. It seems to me that the problem arises when outlook itself synchronizes my mail.

Pros

Compatibility with Outlook. The possibility of creating our own fields, the ability to manage the cost-effectiveness of projects and reports. Additionally, the ability to track communication between involved employees on a single order.

Cons

Interconnection of emails with projects/companies. In case the contact relates to multiple projects, the email will be assigned to all of them, even if it pertains to only one project. Linking emails to projects could be more user-friendly

Pros

Great ease of use and fantastic integration with Outlook, which is one the most important features for me. In fact change from another CRM for this very reason (the other CRM's integration with Outlook was always breaking on new updates).

Cons

Very few cons - one improvement, although not a big deal for me, would be if software would load quicker on startup. Once started its great.

Pros

I especially appreciate the direct integration in Outlook. I replaced the discontinued Microsoft BCM software with eWay CRM and had I known about it earlier I would have changed earlier. eWay CRM is far better in many ways.

Cons

I have not really encountered any real cons, but I really wish they would implement a timer in the call history journal to make things a bit easier when tracking calls. The current method is fine, but a timer would make eWay CRM just about perfect for me.

Pros

eWay allows us to use our own established Workflow to take an Inquiry all the way to a completed Project.
We are able to see all inquiries sorted into their current Workflow stage We were able to add our own custom fields and modify the layouts to track the detailed specifications required for each inquiry. It was a big deal to us to have a full featured text editor in the software. It has never been easier to take a call from a prospect and pull up the inquiry details for discussion and to progress the solution for them. The ability to save emails to each inquiry is critical and by actually using Outlook is great, I tried other CRM's, but the main failure point in them was how they "sync" with Outlook, in most cases, poorly.

Cons

As the product evolves, I am sure that there will be some additional features such as:
- Date/Time stamp would be handy.
- Creating a new Contact for a Company should autofill the Company Information, Address, etc. - Then if necessary, this could be changed.

Pros

We love the seamless integration with Outlook. We spent a few years looking for a Microsoft BCM replacement and eWay-CRM was the first system that not only provided the functionality of BCM, but took it to the next level. The seamless integration with Outlook was a must for us. Also, we occupy a very niche marketplace so the level of customization available in eWay was a must. After a year or so, I am sure we have only scratched the surface regarding all the available features, etc.

Cons

Using eWay is pretty straight forward and basic customization (adding fields, etc.) is pretty easy. However, if you need to add more advanced features / customizations, it can get pretty complicated quickly (especially for someone like me that is not computer savvy). But I guess that is par for the course -- the more customizable, the more complex. I prefer to have a consultant at eWay take care of these items and recommend solutions. I think it is well worth the expense.

Pros

Integration in outlook, real database behind, customizable for our needs

Cons

That it is necessary. Outlook should work like this out of the box.