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eWay-CRM vs DealCloud Comparison (2026)
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Good recommendations?
Overview
eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. It 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.
DealCloud is a cloud-based, AI-powered deal and relationship management platform for financial and professional services firms.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
No videos yet
Pricing
User reviews
4.5
830
5
4
3
2
1
470
300
46
10
4
- Value for money
- Ease of use
- Features
- Customer support
76%
would recommend this app4.5
21
5
4
3
2
1
15
3
2
1
0
- Value for money
- Ease of use
- Features
- Customer support
72%
would recommend this appPros
“eWay-CRM integrates very well with Outlook, which makes it easy to manage contacts, companies, opportunities and communication without constantly switching between different tools.”
BH
Basma H.
Risk Management Manager
“We have the system customized to our needs, so we use it for absolutely everything — from marketing, inquiries, quotes, and client and supplier orders, to work logs, attendance, and invoicing based on completed work.”
PC
Petra C.
Operational Director
“We also have it connected with Pohoda (our invoicing software) and with our website — specifically the front page where clients register for training sessions.”
PC
Petra C.
Operational Director
Pros
“I find the navigation of the software fairly easy, once I was familiar with it I had a good understanding of how to navigate and find new features.”
AL
Arden L.
Analyst
Cons
“At the moment, I am experiencing an issue with the web version not saving newly created cases, which significantly limits usability. While this may be a temporary or technical issue, it affects workflow reliability and creates uncertainty when working with new data entries.”
AG
Alexandra G.
KAM
“Some details in compatibility when transforming the opportunity to project - for example the category; Also the mobile app is not matching in the user - friendliness and it is not usable for me, even though I would use it”
FB
František B.
Sales and technical manager
“eWay-CRM allows for easy management of documents and smooth Outlook integration. But, its plug in panel is functional somehow, it causes some rare complications for not always freshing the database and so it discourages some users in the process.”
AY
Aakriti Y.
Customer Relationship
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review17 days ago
- Vendor responds to reviews
- Last reviewa year ago
Key features
- Total features180
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Planning
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Advocate Management
- Agile Methodologies
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assignment Management
- Audit Trail
- Auto-Dialer
- Autoresponders
- Batch Processing
- Benchmarking
- Bid Management
- Billable Items Tracking
- Billing & Invoicing
- Billing Rate Management
- Budget Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CAN-SPAM Compliance
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Logging
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cash Management
- Change Order Management
- Charting
- Click Tracking
- Client Management
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Committee Management
- Communication Management
- Competitive Analysis
- Compliance Tracking
- Conflict Management
- Contact Database
- Contact Management
- Contract/License Management
- Cost-to-Completion Tracking
- Customer Advocacy
- Customer Database
- Customer Segmentation
- Customer Surveys
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Synchronization
- Data Visualization
- Deadline Management
- Deal Management
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Dynamic Content
- Dynamic Modeling
- Email Alerts
- Email Campaign Management
- Email Distribution
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Management
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Fee Management
- File Management
- File Sharing
- Filtering
- Financial Analysis
- Financial Management
- For AEC Industry
- For Contact Centers
- For Financial Institutions
- For Insurance Industry
- For Investment Advisors
- For Investors & Traders
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- Forecasting
- Forms Management
- Fund Management
- Fundraising Management
- Goal Setting/Tracking
- Grant Management
- Graphical Data Presentation
- Image Library
- Interaction Tracking
- Internal Chat Integration
- Investment Research
- Investments Tracking
- Issue Management
- Issue Tracking
- Job Costing
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- List Management
- MES
- Marketing Automation
- Meeting Management
- Membership Management
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multiple Projects
- Nonprofit Advocacy
- Opportunity Management
- Percent-Complete Tracking
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Portfolio Management
- Predictive Analytics
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Prospecting Tools
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Registration Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Revenue Management
- Risk Management
- Role-Based Permissions
- SSL Security
- Sales Approval
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Scorecards
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Data Preparation
- Shared Contacts
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Status Tracking
- Strategic Planning
- Subcontractor Management
- Subscriber Management
- Summary Reports
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Time Clock
- Trend Analysis
- Trend/Problem Indicators
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Management
- Total features134
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Planning
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Advocate Management
- Agile Methodologies
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assignment Management
- Audit Trail
- Auto-Dialer
- Autoresponders
- Batch Processing
- Benchmarking
- Bid Management
- Billable Items Tracking
- Billing & Invoicing
- Billing Rate Management
- Budget Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CAN-SPAM Compliance
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Logging
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cash Management
- Change Order Management
- Charting
- Click Tracking
- Client Management
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Committee Management
- Communication Management
- Competitive Analysis
- Compliance Tracking
- Conflict Management
- Contact Database
- Contact Management
- Contract/License Management
- Cost-to-Completion Tracking
- Customer Advocacy
- Customer Database
- Customer Segmentation
- Customer Surveys
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Synchronization
- Data Visualization
- Deadline Management
- Deal Management
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Dynamic Content
- Dynamic Modeling
- Email Alerts
- Email Campaign Management
- Email Distribution
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Management
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Fee Management
- File Management
- File Sharing
- Filtering
- Financial Analysis
- Financial Management
- For AEC Industry
- For Contact Centers
- For Financial Institutions
- For Insurance Industry
- For Investment Advisors
- For Investors & Traders
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- Forecasting
- Forms Management
- Fund Management
- Fundraising Management
- Goal Setting/Tracking
- Grant Management
- Graphical Data Presentation
- Image Library
- Interaction Tracking
- Internal Chat Integration
- Investment Research
- Investments Tracking
- Issue Management
- Issue Tracking
- Job Costing
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- List Management
- MES
- Marketing Automation
- Meeting Management
- Membership Management
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multiple Projects
- Nonprofit Advocacy
- Opportunity Management
- Percent-Complete Tracking
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Portfolio Management
- Predictive Analytics
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Prospecting Tools
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Registration Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Revenue Management
- Risk Management
- Role-Based Permissions
- SSL Security
- Sales Approval
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Scorecards
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Data Preparation
- Shared Contacts
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Status Tracking
- Strategic Planning
- Subcontractor Management
- Subscriber Management
- Summary Reports
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Time Clock
- Trend Analysis
- Trend/Problem Indicators
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Management
Integrations
- Total integrations18
- 3CX
- Constant Contact
- Ecomail
- Leady
- Make
- Microsoft 365
- Microsoft Copilot Studio
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft Project Server Subscription Edition
- Microsoft SharePoint
- Microsoft Teams
- Microsoft Word
- PitchBook
- Poll Everywhere
- QuickBooks Online
- Sourcescrub
- Tableau
- TeamViewer ONE
- WordPress
- Zapier
- Total integrations6
- 3CX
- Constant Contact
- Ecomail
- Leady
- Make
- Microsoft 365
- Microsoft Copilot Studio
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft Project Server Subscription Edition
- Microsoft SharePoint
- Microsoft Teams
- Microsoft Word
- PitchBook
- Poll Everywhere
- QuickBooks Online
- Sourcescrub
- Tableau
- TeamViewer ONE
- WordPress
- Zapier
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