eWay-CRM Erfahrungen

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Mir gefällt alles gut.

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.

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.

One of the best thing is, that Eway CRM is easy to use and new employees can learn it in very short time.

Sometimes there were problems with updates, where all works which were done during updates, disappeared.

I really love and appreciate the seamless integrations with Microsoft Outlook and Office which enables us to access CRM functionalities directly within the Outlook interface, hence making it easy to track and manage our customer interactions without switching from one app to another. It offers customizable and scalable options which allows us to tailor this tool to our specific needs. It enables me to make things like custom fields, forms, workflows, and reports to align with unique business processes. Overall this tool accommodate the growth and evolving requirements of our business needs over time.Enhances team collaboration. We are able to collaborate effectively by sharing customer data, contact, task's and projects. Also we are abl to access real-time information, track progress, assign tasks, and communicate within this tool easily hence promoting collaboration and teamwork.

Some users in my organization especially those that are not tech-savvy or have limited experience with this tool find it a bit complex and difficult to navigate. Also the learning curve can be as well be steep which requires time and effort to fully understand everything.

eWay-CRM is complete customer relationship management tool, which can be used to manage project, email marketing, project process, CRM purposes.

Good software and have many benefits under one and single console.

I like most a simple and understandable modules for control and explaining to others.

I still have not found out what I like the least.

customer database maintenance and tracking

long updating time for deals when connected to internet

System diversity of Eway crm. Easy menu.

Everything is customizable. There are a few disadvantages.

Be honest, first touch with your software was not easy. But now I can say, I am weekly user with focusing recording the machine project mostly. System allow to us registrate all in one, easy to filtrate, overview actual status, and scheduling the next steps...

System will work, only in case the informations are fullfiled...BUT it must to be :)

clear, easy, I have not seen a bigger problem yet

Sometimes a document opens for a long time, but nothing serious

I use eWay-CRM to replace Microsoft Outlook Business Contact Manager which I used for years but is now obsolete. It is doing the job nicely after my database was imported into e-Way. I like having my client’s data records stored in a server other my computer since I know my data is safe and secure. I had a hard drive failure before when everything was stored on my computer and came close to losing almost 20 years of client data. I no longer worry about that. There were some issues initially when moving things to e-Way but their support staff ([sensitive content hidden]) was very helpful and responsive. They had to do some tweaks for my business model which they completed in a timely manner.

I would like to see more options for the end user being able to customize fields and layouts. You can do some things but it is not as flexible as BCM was. Some things have to be done by the support staff that I think could be done by the user. That said, again they are helpful with this when asked to make changes. I would also like to see custom filters be able to use any data field when creating custom filters. Currently that is not an option. You have only certain fields available.

eazy to use, the best value for money, Sales rep. like it, especialy a mobile version, which helps them to be up to date while the
y are on the business trips

Honestly, I haven't found anything like that

The support of the eWay team is intensive
outlook user interface

editing documents before customization according to our requirements

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.

It works... all the time. Sounds like a basic, but contact software can often be flakey. This platform is very stable. Other positives, very easy to learn, runs fast, doesn't take a lot of key strokes to do most tasks.
Also, they are always updating it.

There are no major outages on how we use it.
Small things. Stronger custom reporting. I wish the Journal calendars were better integrated.

With eWay-CRM, I am in a better situation to customize and send high volume outbound marketing emails.

It’s been three years ever since I implemented eWay-CRM and I barely encounter flaws.

Possible integration with other SW (accounts, email campaigns), Custom form designer available for admins, sharing useful views on database, reporting, trouble-free SW updates, Outlook integration and email management, Guides for effective operation in Outlook (MS office) and implementation of time management advices into a guide designed arround eWay. Mobile app available for basic contact/lead management

Word export templates are typically longer to setup process. Missing possibility to see selected customer locations in a map, graphical scheme with stage of lead in a pipeline

I really needed a CRM/Business Contact Manager that is plugged in and could be available from the toolbar in Outlook. It is available on my android or iOS device and other PCs and Mac's.
The price is perfect for the product and not prohibitive.
The abilities are deep and very capable.

I have not found anything I have not liked. There are some features within e-Way that I do not have a need to use but nothing, I don't like.

Easy of use; integration to our system; integration into Outlook;

some processes are not so intuitive as it can be

Integration to the most used software on any desktop - Outlook.

The only issue we have with eWay is the Add-in dropping off Outlook. Not sure if this is an Outlook or eWay issue but can easily be turned back on when Outlook decides to disable it.