Wat is eWay-CRM?
CRM-invoegtoepassing voor Outlook, nu beschikbaar op iOS/Android. Het helpt bij het beheren van klanten, de verkoop, projecten en het samenvoegen van documenten. Met eWay-CRM kun je je Outlook delen met je team, de communicatiegeschiedenis volgen, vervolgacties plannen, bedrijfsprocessen automatiseren - en daardoor je bedrijf efficiënt runnen. De software is ook zeer aanpasbaar: je kunt gebruikersvelden creëren, formulierindelingen ontwerpen, en workflows en gebruikersrechten aanpassen.
Wie gebruikt eWay-CRM?
Verkoop- of projectgerichte organisaties die Microsoft Outlook gebruiken.
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Reviews over eWay-CRM
More and more happy with eWay
Opmerkingen: Great CRM integrated in Outlook
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.
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.
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.
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.
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.
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.
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!
Customization of filled forms and ability to make form fields as needed.
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.
It is fully integrated in MS Outlook and therefore very easy to use.
Nearly nothing. There were just time to time problems, when Outlook didn ´t allow start the e-Way add-in.