One of the best CRM I ever used
I'm glad we're using eWay-CRM. It helps a lot and it saves time.
quotations and inquiries
great customer service
none, after almost two years I'm still happy, they update frequently and are always ready to help
MS Business Contact Manager Replacement
This has been a wonderful tool for a individual as free option.
- plugs in directly to local outlook instance with tool bar/ribbon icon for company or contact input.
-supports parent child relationship between company's and contact's
- allows image import for profile pic.
-no custom fields with free version
- does not allow contacts in multiple company profiles with same email.
- does not encrypt data at rest.
eWay review after several months of use
I like most how eWay is flexible, customizable. Integration process in our firm was quite easy with the help of eWay experts.
I would welcome if eWay was natively ready to connect to other system in order to share data, for example inventory managed in the accounting system, or if there was better support from eWay to do this connection via API.
Also mobile APP could be improved, such as better documents management, support of another modules (Goods, etc.).
More than pleased
I am really pleased with my e-way experience. Keep up the good Work!
It’s easy, adoptable and fits all users. For us as a small company it’s in the right pricerange and has all the features we need.
We use it most for to keep track of our customers and soon to be customers towards sales and marketing tasks.
And a big shout out for the technical support!! The responsetime is quick and proffessional and always bring the right answers.
No comment really! I’m all over pleased.
eWay CRM taking your business forward
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.
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.
I can't think of any. If I must add something maybe the fact that it can't make coffee.
Best Small Sales Office CRM Software.
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.
Does everything a small sales office needs in the free version. Very flexible and getting better all the time.
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.
Reviewed several CRM tools and picked eWay ..... LOVING IT!
I am really happy with it and have referred several other people with small businesses. Excellent tool!
Integration with Outlook was the differentiator and eWay-CRM integrates well. The allows me to enter contact information and click a button at the top and the contact is added to Outlook and shows up on my phone contact list within seconds. I like that I have to click the button that way only contacts I want on my phone are there and not every prospect entered in the CRM. Also, I like the ability to create DEALs and move them through the sales process.
If I haven't closed Outlook after several days, it will lock. This is pretty normal with add-on products. Not a huge problem, but it is never timely.
DATA AUTOTRANS - coach company
Evidence of the business cases, company profiles with segmentation, contact details.
Quick response, outlook platform - not another separate software.
At the moment not aware of any difficulties while using this software. Perhaps paid massmailing campaigns.
Quickly adapted to use eWay-CRM.
Structured contact management.
Very well organized and archived email campaigns with track of record.
Easy of use. Well known Outlook interface.
Implementation process - to be sure that the correct data will be uploaded.
Great system if you have ample time to spend communicating with eWay support
eWay helped us to organize our contacts and prospects with in such a way where we can manage and track our recurring outreach to the clients.
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.
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.
Looking for a CRM as an Outlook integration? Look no further!
Very easy to install and set-up. An unlimited, stand-alone version can be downloaded and installed for free. Try it! Perfect also for one-man business use, if you do not need the cloud.
Very easy to customize using Outlook integrated tools. Easy to administer.
Users were already productive and up to the task after a 2 hour in-house workshop.
Very flexibel and efficient, designed for smaller companies that do not have to and want to go through an endless project set-up, but are pragmatic and hands on.
If you need to integrate into a large server, network environment and security/compliance environment, maybe talk to the eWays first.
One of the smartest add-ins into Outlook, truly adding value to the most widespread, important groupware client and something Microsoft should have done longtime ago and failed.
It does what it should do. It is stable, integrates elegantly, is easy to customize, works through cloud sync and can be used offline. App is great as well. Service is very responsive.
It has an exceptional design for smaller organizations, our users love it. You only need one client - Outlook with eWay-CRM. Also, great value for money.
It only runs on Windows desktops, but supports Iphone and Android. We solved the problem on Apple desktop with Parallel Windows emulation. It works.
As a company and a user you need to understand the concept and limitations of an Outlook integrated solution vs a stand-alone, web-based solution. Understand this and if you can live with that, eWay-CRM is great.
Well planned, very progressive
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.
ability to customise, integrates into outlook, new mobile app and automated objects.
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
eWay as a replacement for Microsoft BCM
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.
Ease of use, integrated into Outlook, one time license fee.
Doesn't cover all our needs, but for its price its very good.
Its affordable. Easy to implement and teach.
There is mobile app for android and ios.
People behind customer support are skilled and kind.
User experience: you can customize some stuff, like adding fields of different types, conditional formatting, possible to disable parts you don't use
Custom changes are pricey.
Mobile app doesn't have all function like in OT.
Customer support can take sometimes few days to get to your problem.
User experience: not very user friendly entering attendance, added custom fields are mostly not visible in filters across system (which can be pain to find what you are looking for), Reports are mostly useless, while moving to another pc not all settings are moved
We use eWay CRM mainly for its efficient way of client´s database and reporting. Both perfect.
- 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
- 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
CRM system eWay has been used in our businees department for more than 2 years.
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
CRM for a small company
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.
* 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
* upgrading seems simple, but always causes problems in my case. they are easily fixed by the tech. people.
* standard reporting ... rather limited
A very capable Outlook based CRM system, which can was tailo to suit our needs at a reasonable cost.
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.
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.
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
CRM with Project Management
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.
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.
I would really like to see a mobile app. I understand that they are working on one.
THE BEST Outlook integrated Sales & Marketing management tool
The product & support are fantastic.
The seamless interface with Outlook, to easily add & create leads & projects on the fly. Abilityto set reminders & also create marketing campaigns using this product makes it far more feature packed than many other higher profile products.
Sometimes the synchronisation fails & it needs to be restarted again but that happens 1 in 10 times so its not a major deal anyway.
Up with eWay
We service about 400 clients. In addition to demographic info (phone, address, etc) it keeps other relevant data points needed for on-site service.
The plug-in with Outlook makes the CRM easy to use and accessible as I am working in Outlook all the time. We use the iPhone version for our employees who are on the road. It is a 'goldilocks' solution ... not too big and not too small ... just the right size!
I have no negative comments ... support is responsive when needed and the software has been solid.
A silmpe user-friendly CRM
Easy use and implementation, in our company used mostly for project management
Sorting of information that is connected with concrete project.
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.
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.
Winner! eWay has developed a solid, intuitive and cost effective CRM.
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.
Embedded in a familiar tool, Outlook.
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.