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eWay-CRM vs Salesforce Financial Services Cloud Comparison (2026)
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HubSpot CRM
4.5
Salesforce Sales Cloud
4.4
Zoho CRM
4.3
Good recommendations?
eWay-CRM
4.5
(828)5
468
4
300
3
46
2
10
1
4
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Salesforce Financial Services Cloud
4.8
(6)5
5
4
1
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
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.
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.
- 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
Pricing
User reviews
4.5
828
5
4
3
2
1
468
300
46
10
4
- Value for money
- Ease of use
- Features
- Customer support
76%
would recommend this app4.8
6
5
4
3
2
1
5
1
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
67%
would recommend this appPros
“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
“eWay-CRM is a practical and user-friendly tool that integrates seamlessly into my daily workflow, but some aspects of it feel outdated or limiting—particularly when it comes to reporting, performance, and the modern user interface.”
MR
Martin R.
Solution Design Engineer
Pros
Not enoughreviews yet
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 review3 days ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features180
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Advocate Management
- Agile Methodologies
- Alerts/Notifications
- Amortization Schedule
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Asset Lifecycle Management
- Assignment Management
- Audit Management
- Audit Trail
- Auto Loans
- Auto-Dialer
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Autoresponders
- Batch Processing
- Bid Management
- Billable Items Tracking
- Billing & Invoicing
- Billing Rate Management
- Borrower Management
- Broker/Agent Portal
- Budget Management
- Business Loans
- Buyer Management
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Carrier Upload
- Case Management
- Change Order Management
- Charting
- Claims Management
- Claims Tracking
- Click Tracking
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Collateral Tracking
- Commenting/Notes
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Committee Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Conflict Management
- Contact Database
- Contact Management
- Contract/License Management
- Cost-to-Completion Tracking
- Credit Reporting
- Customer Advocacy
- Customer Database
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Statements
- Customer Surveys
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Management
- Data Synchronization
- Data Visualization
- Deadline Management
- Deal Management
- Digital Signature
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Dynamic Content
- Electronic Applications
- Electronic Claims
- Email Alerts
- Email Campaign Management
- Email Distribution
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Management
- Expense Tracking
- File Management
- File Sharing
- Filtering
- Financial Analysis
- Financial Management
- For AEC Industry
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Contact Centers
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Nonprofits
- For Personal Insurance
- For Real Estate
- For Small Businesses
- For Startups
- Forecasting
- Forms Management
- Fundraising Management
- Grant Management
- HIPAA Compliant
- Image Library
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Issue Management
- Issue Tracking
- Job Costing
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Lead Qualification
- Life & Health
- List Management
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- MES
- Marketing Automation
- Meeting Management
- Membership Management
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Mortgages
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Multiple Projects
- Nonprofit Advocacy
- Opportunity Management
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Percent-Complete Tracking
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Property & Casualty
- 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
- Residential Mortgages
- Resource Management
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Approval
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Status Tracking
- Subcontractor Management
- Subscriber Management
- Summary Reports
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Time Clock
- Transaction History
- User Management
- Visual Analytics
- Visual Presentation
- Workflow Automation
- Workflow Management
- Total features148
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Advocate Management
- Agile Methodologies
- Alerts/Notifications
- Amortization Schedule
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Asset Lifecycle Management
- Assignment Management
- Audit Management
- Audit Trail
- Auto Loans
- Auto-Dialer
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Autoresponders
- Batch Processing
- Bid Management
- Billable Items Tracking
- Billing & Invoicing
- Billing Rate Management
- Borrower Management
- Broker/Agent Portal
- Budget Management
- Business Loans
- Buyer Management
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Carrier Upload
- Case Management
- Change Order Management
- Charting
- Claims Management
- Claims Tracking
- Click Tracking
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Collateral Tracking
- Commenting/Notes
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Committee Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Conflict Management
- Contact Database
- Contact Management
- Contract/License Management
- Cost-to-Completion Tracking
- Credit Reporting
- Customer Advocacy
- Customer Database
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Statements
- Customer Surveys
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Management
- Data Synchronization
- Data Visualization
- Deadline Management
- Deal Management
- Digital Signature
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Dynamic Content
- Electronic Applications
- Electronic Claims
- Email Alerts
- Email Campaign Management
- Email Distribution
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Management
- Expense Tracking
- File Management
- File Sharing
- Filtering
- Financial Analysis
- Financial Management
- For AEC Industry
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Contact Centers
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Nonprofits
- For Personal Insurance
- For Real Estate
- For Small Businesses
- For Startups
- Forecasting
- Forms Management
- Fundraising Management
- Grant Management
- HIPAA Compliant
- Image Library
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Issue Management
- Issue Tracking
- Job Costing
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Lead Qualification
- Life & Health
- List Management
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- MES
- Marketing Automation
- Meeting Management
- Membership Management
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Mortgages
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Multiple Projects
- Nonprofit Advocacy
- Opportunity Management
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Percent-Complete Tracking
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Property & Casualty
- 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
- Residential Mortgages
- Resource Management
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Approval
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Status Tracking
- Subcontractor Management
- Subscriber Management
- Summary Reports
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Time Clock
- Transaction History
- User Management
- Visual Analytics
- Visual Presentation
- Workflow Automation
- Workflow Management
Integrations
- Total integrations18
- 3CX
- Chargent
- Constant Contact
- Ecomail
- Leady
- Make
- Microsoft 365
- Microsoft Copilot Studio
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- Poll Everywhere
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Tableau
- TeamViewer ONE
- WordPress
- Workato
- Xero
- Zapier
- Total integrations9
- 3CX
- Chargent
- Constant Contact
- Ecomail
- Leady
- Make
- Microsoft 365
- Microsoft Copilot Studio
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- Poll Everywhere
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Tableau
- TeamViewer ONE
- WordPress
- Workato
- Xero
- Zapier
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