eWay-CRM Pricing, Features, Reviews & Comparison of Alternatives

eWay-CRM

The Best CRM for Microsoft Outlook

4.63/5 (157 reviews)

eWay-CRM overview

What is eWay-CRM?

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.

It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

eWay-CRM allows users to import their existing data on customers and business opportunities using a built-in template which can be filled with data and uploaded by dragging-and-dropping. Details of all customers, partners, suppliers, and competitors are stored in a single database, and can be organized into custom categories, sorted and filtered based on importance, potential, relationship type, size, location, or any custom fields. Full communication histories are stored, including emails, phone calls, meetings, invoices, and documents, and are carried across when projects are created from leads. Automated reminders are synchronized with Outlook tasks, and generated for overdue payments; customer birthdays; if a customer stops ordering; and more.

Through the marketing module in eWay-CRM, users can send out targeted email campaigns to potential customers, with email templates, wildcards for message personalization, and automatic feedback tracking. The deals module enables management of individual business cases using customizable workflows and automatic task generation. Deal sources can be tracked, and users can create quotes, plan meetings, and view a range of sales statistics. A variety of standard reports are built into eWay-CRM, and users can export reports as Microsoft Word, Excel, and PDF files.
www.eway-crm.com

Pricing

Starting from
$28/month
Pricing options
Free
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, Germany, Brazil

Supported languages

English, Czech, German, Norwegian, Russian
eWay-CRM screenshot: All your contacts are in one place with eWay-CRM. You and your colleagues can easily access them whenever needed.
All you need to do is go into the Contacts module. Additionally, every contact is linked to the related company or project.Integrate your WordPress web with eWay-CRM (Tutorial Videos)eWay-CRM screenshot: Our workflow is here at your service. Adjust it so that it corresponds with the job your team does. You can also set various workflows for different activities. With each project, you can set due dates and budgets as well as assign roles.eWay-CRM screenshot: With just a few clicks, you can create a quote from your price list, export the quote into your company template, and attach all important phone calls and meetings. Everything is clear, easy to understand, and in one place.eWay-CRM screenshot: eWay-CRM has a set of predefined reports to provide you with crucial information concerning various parts of your business. It spans from company sales statistics all the way to time sheets of a particular colleague.eWay-CRM screenshot: eWay-CRM Web is an online app that runs inside a web browser. You can use any device that’s by hand to access your data.eWay-CRM screenshot: eWay-CRM MobileeWay-CRM screenshot: eWay-CRM Mobile Quick Access MenueWay-CRM screenshot: Documents can be stored and managed in eWay-CRMeWay-CRM screenshot: Work reports act as timesheets, enabling users to track hours worked by each employee#5 Import of Contacts and Companies from Excel (Tutorial Videos)Sales and Business Opportunities (Introduction Videos)Marketing and Bulk Emails in eWay-CRMCustomer Management in eWay-CRM#2 User Interface (Tutorial Videos)eWay-CRM: Product&Company: What is eWay-CRM and How it works.Integrate eWay-CRM with QuickBooks

eWay-CRM user reviews

Value for money
Features
Ease of use
Customer support
  4.8
  4.4
  4.5
  4.8
Anonymous

One of the best CRM I ever used

Used daily for 1-2 years
Reviewed 2020-11-02
Review Source: Capterra

I'm glad we're using eWay-CRM. It helps a lot and it saves time.

Pros
customizable bulk emails project planning reports workflow automatization quotations and inquiries great customer service

Cons
none, after almost two years I'm still happy, they update frequently and are always ready to help

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jan Petrus

Using eWay almost 10 years - and growing

Used daily for 2+ years
Reviewed 2021-02-19
Review Source: Capterra

I have been using eWay CRM since the days I was working alone as a person (fire and safety specialist) when I used eWay CRM in the free version, almost 10 years ago. Now I own company with 3 employees - all of them are using eWay witout any problem and the system is simply growing with us. I have experience with other CRM (such as Microsoft Dynamics I have neen useing in previous occupation) and the most possible change is that eWay is simply accepted by all employees, compared to "hostile" CRM systems which are very often boycotted by employees making it usnusable. I am simply satisfied customer who also sees where the system could be even better.

Pros
Integration with Outlook is just excellent, you simply don't know it's there and it's doing it's job. Helps employees to use the CRM without hasitating. Great contant and task management, great e-mail tracking - it simply does what I expect.

Cons
Reporting is not so great as I would like. I can do better with my fine-tuned excel table (including forecast for the future). Setting up campaigns, especially not e-mail, but land mailing is little bit too complicated and we are still discovering this part of the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Joe Vick

MS Business Contact Manager Replacement

Used daily for 1-2 years
Reviewed 2018-12-11
Review Source: Capterra

This has been a wonderful tool for a individual as free option.

Pros
- 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

Cons
- does not allow contacts in multiple company profiles with same email. - does not encrypt data at rest.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Milan Pravenec

The e-way-CRM exceeded our expectations!

Used daily for 2+ years
Reviewed 2021-02-19
Review Source: Capterra

eWay-CRM works very well. We haven´t had any technical problems so far. What we realy like is customer support. Friendly but proffesional staff is always ready to help us, answer are question or make a customization of the product if we ask for it.

Pros
Easy to implement, easy to use and adopt! From the very fisrt day it's part of the MS Outlook like if it always was. We realy like the record of to whom a specific lead is assigned. So every single sales representative knows wheather she/ he should contact potential customer or not. Our sales cases are lasting long as we sell quite expensive EDM machines for tool shops in automotive or aerospace. So realy appreciate a record of document and comunication related to the one specific case. You can imagin what reputation demage could cause to send price proposal not reflecting what was already agreed!

Cons
We don' t use a marketing modul so far. At the begging (4 years ago) we supposed the marketing automation / emailing is a bit complicated. So we stayd stick on SW we were used to use. We hava heard that it´s not true anymore so we are going to check it and will see.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Karolis Stašys

CRM for Research and Technology Organisation (RTO)

Used daily for 6-12 months
Reviewed 2021-02-11
Review Source: Capterra

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.

Pros
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 .

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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eWay-CRM pricing

Starting from
$28/month
Pricing options
Free
Subscription
Free trial
View Pricing Plans

Premium monthly: $28 per user, per month.
Premium lifetime: $399 per user + 18% annual support fee.

A free plan is also available.

eWay-CRM features

API
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customizable Reporting
Data Import/Export
Reminders

Activity Dashboard (326 other apps)
Activity Tracking (207 other apps)
Customer Database (211 other apps)
Customizable Branding (262 other apps)
Customizable Templates (222 other apps)
Electronic Payments (181 other apps)
Email Integration (231 other apps)
Real Time Reporting (161 other apps)
Reporting & Statistics (347 other apps)
Social Media Integration (208 other apps)
Surveys & Feedback (192 other apps)
Third Party Integration (330 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for eWay-CRM

Key features of eWay-CRM

  • Contact management
  • Data import
  • Drag-and-drop interface
  • Targeted marketing campaigns
  • Email tracking
  • Campaign analytics
  • Lead tracking
  • Automatic task generation
  • Quotation management
  • Sales analytics
  • Customer segmentation
  • Communication history
  • Custom fields
  • Automated reminders
  • Custom reporting
  • Project management
  • Customizable workflows
  • Document templates
  • Calendar sync
  • Automatic notifications
  • Deadline tracking
  • Offline access
View All Features

Benefits

Users can manage marketing campaigns, with tools for importing data, creating email campaigns, targeting recipients, and tracking the number of emails sent, delivered and opened, clicks and unsubscribes.

Deals can be converted into projects, with full communication histories including emails, meetings, and phone calls copied into the project along with related documents.

The deals module enables users to manage opportunities, track communications, and plan follow-ups, with customizable workflows and automatic task generation.

Details of all customers, partners, suppliers, and competitors are stored in a single database, with full business communication histories, and can be sorted or filtered based on relationship type, potential, importance, size, geography, or user-defined custom fields.

Predefined reports, including company sales statistics and employee time sheets, provide users with insights into various areas of their business, and can be exported as Microsoft Word, Excel, or PDF files.