eWay-CRM reviews

More and more happy with eWay

Opmerkingen: Great CRM integrated in Outlook

Pluspunten:

e-WAY has been a great tool for us for some time now, but with the last new updates and our customizations, it became very straightforward and easy to use.

Minpunten:

Nothing really. At this moment we have everything we need.

Contact Management - Replacing Business Contact Manager

Opmerkingen: I am happy with e-Way CRM as it has fulfilled my need to stay on top of my insurance business with hundreds of clients. It has been a reliable solution.

Pluspunten:

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.

Minpunten:

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.

eWay-CRM Review

Opmerkingen: Overall we receive value for money. The eWay-CRM provides us with the key things we need to assist us with sales management. There's a lot it doesn't offer, but when compared against alternative CRM's, eWay-CRM is cheaper.

Pluspunten:

I like how eWay-CRM has the ability to categorize organization's and contacts. This helps you to filter and refine groups for targeting on business development and email-shots.

Minpunten:

I find it difficult to implement new updates from eWay-CRM. It appears that every time a new update comes out, it requires the support team to remotely go into the backend of our software and update. We also suffer a lot of bugs and crashes on a daily basis. These eventually get fixed, but it's been an ongoing problem from the beginning of the installation.

eWay-CRM

Opmerkingen: So far everything is nice, it has many more features than basic CRM that everyone is offering as well as the customer support is very nice!

Pluspunten:

Customization of filled forms and ability to make form fields as needed.

Minpunten:

There are some areas where it could be more flexible, for example some fields like type are build in. Other thing is that you cannot add "days left" field for deals or projects, but just for tasks.

Easy way - it is e-Way

Opmerkingen: It is great, user friendly tool, which allows us to manage our relationship with customers.

Pluspunten:

It is fully integrated in MS Outlook and therefore very easy to use.

Minpunten:

Nearly nothing. There were just time to time problems, when Outlook didn ´t allow start the e-Way add-in.

Byzance crm review

Opmerkingen: The overall experiance is very possitive. Would be recommended

Pluspunten:

The overall flow is very easy to use and maintain

Minpunten:

Nothing particullar, the user interface could be less colorfull

a CRM is not a CRM if it's not inside your office email app

Opmerkingen: I've evaluated at least 20 CRMs before coming across eWay CRM. The key for me was to search for "outlook integrated CRM". Dynamics CRM from Microsoft was the closest second-place candidate, but implementing what eWay already does out of the box, would have been very costly to implement and by default is already too expensive for a small company. My team and I were forced to work with a few CRMs before and eWay was the first and only CRM which ever gained only positive remarks amongst a team of engineers who normally see no benefit in even using a CRM.

Pluspunten:

The fact that eWay runs inside Outlook, means email attachments can be linked to Deals and Projects without having to download, saving or uploading it first. The fact that the user still stay in control of what gets tracked and what not, is also fantastic since there is no system performance bottleneck and users don't need to learn a new system just to send or receive a simple email.

Minpunten:

eWay has room for improvement on Report customization. Furthermore, developing a more straightforward way to created advanced workflows would also go a long way to expand its use to every aspect of a business.

Great customer service

Opmerkingen: Great overall experience.

Pluspunten:

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.

Minpunten:

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.

eWay CRM the Great Outlook Integrator

Opmerkingen: Great for keeping notes and tracking information for customers and prospects, grouping user in categories, and attaching users to companies

Pluspunten:

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).

Minpunten:

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.

Radim

Opmerkingen: Excellent, my daily friend

Pluspunten:

Easy daily usage, compatible with Microsoft 365, copying adress to my navigation etc

Minpunten:

Compatibilitty, many options with current adress of client, marketing support

Perfect and seamless Office integration

Opmerkingen: We have solved a big issue of archiving and linking all the business elements (documents, emails, contacts) that are very often linked to several different clients and suppliers, and simply recover all the data needed to evaluate complex business networks and development.

Pluspunten:

There are two features that are really fantastic; the first is the absolute integration with Outlook and office, which is seamless and intuitive, the second is the granular possibility to modify and add fields and steps in the various modules so the software can adapt perfectly to the business procedure of every company.

Minpunten:

There are minus features that can be improved as the possibility to modify fields when they are displayed in lists.

CRM for Research and Technology Organisation (RTO)

Opmerkingen: At this moment I am happy with eWay and I have recommended my superiors to implement server version as soon as we get funding for it.

Pluspunten:

The thing I have chosen eWay is their integration to Outlook because then I do not need to open any additional program - everything is in place. Also, I like that I can simply click on an email and make it a new contact and everything is taken care. Also, it is nice to get excel report on contacts and companies because I need those to report to my superiors .

Minpunten:

Well, at this moment I am not a power user and I am not fully familiar with all the functions so I can not say any bad things. In the future when we will get full version of the software, it will be very important for us to make task for other users. I could not test this function yet.

Satisfied customer

Opmerkingen: Using the software for more that 6 years, with growing number of users and still happy with the product.

Pluspunten:

Most important is the seamless integration with MS Outlook, which is our main tool. We don't need another system to log in and to work with. It helps with integration and motivates users to work with the CRM system without troubles and helps keeping all the data and proceses tidy and up-to-date.

Minpunten:

Sales statistics could be better. We use our own system.

Happy Customer

Opmerkingen: I really like the solution which perfectly fits my needs!

Pluspunten:

Integration into my existing Outlook system, easy use and excellent customer support!

Minpunten:

Occasional Java related errors which require Outlook restart. Latest version caused conflict with one of my Outlook plug-ins which stopped working...

Best CRM Solution for Outlook users

Opmerkingen: My experience from first engagement with my sales contact, Tzanko, through to implementation and support has been first class. I couldn't have aksed for more.

Pluspunten:

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.

Minpunten:

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

My eWay-CRM Review - A Great Experience

Opmerkingen: First , the use of eWay-CRM youtube tutorial videos are both well structured and informative. They provide excellent means to explore and learn about key features of their program. If you run into an issue you can email a application customer service representative to resolve a simple navigation issue via an email reply or asked to be called for a in-person explanation. An Application CSR has responded to my email inquiries usually within 6 hours or the following morning. My usual Application Customer Service Representative or eWay-CRM's job title designation; "Customer Success Manager", [SENSITIVE CONTENT HIDDEN], has been a great resource to assist me in addressing new features or navigation issues. If you determine that you would like a in-person online remote access learning session, that may be scheduled. The fee for an in-person zoom learning session is reasonable. The bottom line is that my investment in eWay's CRM has simplified my daily organizational activity and help me enhance my marketing efforts and grow TRI-WEH Restoration's business.

Pluspunten:

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.

Minpunten:

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.

Great system if you have ample time to spend communicating with eWay support

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Great Software

Opmerkingen: We use it to keep track of or customer interactions.
Improves customer relationships.

Pluspunten:

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.

Minpunten:

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

Looking for a CRM as an Outlook integration? Look no further!

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

eWay for Technical Sales

Opmerkingen: Very comfortable with my sales process - no more wishing that it could be better!

Pluspunten:

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.

Minpunten:

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.

Best CRM integrated with Microsoft Outlook

Pluspunten:

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.

Minpunten:

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.

Reasonably affordable, easy to use and well integrated CRM

Opmerkingen: Easy and effective management of contacts, opportunities, marketing activities and projects.

Pluspunten:

- Ease of use - Cyclic relations of items, easy access - Time saving - Mobile app to use in meetings - Well supported

Minpunten:

- Missing integration with our ERP (Money S4) - Operating on more PCs/laptops under one username sometimes causes problems

The Best CRM for Outlook

Opmerkingen: Thanks to the eWay-CRM system, we managed to increase our sales, we have an overview of orders and employees.

Pluspunten:

This product is very easy to use. I like the ability to connect to other systems.

Minpunten:

Currently eway-crm contains all our requirements.

Ease of use!

Opmerkingen: We love the automated tasks and emails that come with the advanced projects. It is super easy to use.

Pluspunten:

We love how eWay is integrated with our Outlook. We always so many tabs open so it is nice to be able to have our tasks and projects in Outlook since we always have Outlook open anyways!

Minpunten:

The advanced project workflows are difficult to process, but thankfully we can request eWay employees to set those up for us!

The tool we needed at a reasonable investment

Opmerkingen: I am completely happy with eWay. I used Business Contact Manager for years, as I have fairly simple requirements. When it was no longer available for Outlook, I looked at many CRM offerings. I am happy that I selected eWay and am also happy with the support I've received when I had a question or unusual need.

Pluspunten:

Easy to integrate and use. Fulfills our requirements at a reasonable cost.

Minpunten:

I have no complaints about eWay CRM or their support.