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eWay-CRM vs Redtail CRM Comparison (2026)
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4.5
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4.4
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4.3
Good recommendations?
eWay-CRM
5
468
4
300
3
46
2
10
1
4
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Redtail CRM
5
38
4
25
3
17
2
2
1
3
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.
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more
- 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
4.1
85
5
4
3
2
1
38
25
17
2
3
- Value for money
- Ease of use
- Features
- Customer support
Pros
Petra C.
Operational Director
Petra C.
Operational Director
Martin R.
Solution Design Engineer
Pros
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Luke H.
Financial Advisor
Cons
Alexandra G.
KAM
František B.
Sales and technical manager
Aakriti Y.
Customer Relationship
Cons
Salimata Y.
Officer,Financial Center Assistant Manager
Jaimie E.
Marketing Director
Salimata Y.
Officer,Financial Center Assistant Manager
- Vendor responds to reviews
- Last review3 days ago
- Vendor responds to reviews
- Last reviewa year 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
- Appointment Management
- Appointment Scheduling
- Assignment Management
- Auto-Dialer
- Autoresponders
- Batch Processing
- Bid Management
- Billable Items Tracking
- Billing & Invoicing
- Billing Rate Management
- Budget Management
- 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
- Change Order Management
- Charting
- Click Tracking
- Client Management
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Committee Management
- Communication Management
- 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
- Data Import/Export
- Data Management
- Data Synchronization
- Deadline Management
- Deal Management
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Dynamic Content
- Email Alerts
- Email Campaign Management
- Email Distribution
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Management
- Event Triggered Actions
- Expense Tracking
- File Management
- File Sharing
- Filtering
- Financial Management
- For AEC Industry
- For Contact Centers
- For Financial Institutions
- For Insurance Industry
- For Nonprofits
- For Real Estate
- For Small Businesses
- For Startups
- Forecasting
- Forms Management
- Fundraising Management
- Grant Management
- Image Library
- Interaction Tracking
- Internal Chat Integration
- Issue Management
- Issue Tracking
- Job Costing
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Lead Qualification
- 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
- Multiple Projects
- Nonprofit Advocacy
- Opportunity Management
- Percent-Complete Tracking
- Performance Management
- Personalization
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Portfolio Management
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Updates
- Referral Tracking
- Registration Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Role-Based Permissions
- SSL Security
- Sales Approval
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- 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 Integrations
- Time Clock
- Workflow Automation
- Workflow Management
- Total features36
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Advocate Management
- Agile Methodologies
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assignment Management
- Auto-Dialer
- Autoresponders
- Batch Processing
- Bid Management
- Billable Items Tracking
- Billing & Invoicing
- Billing Rate Management
- Budget Management
- 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
- Change Order Management
- Charting
- Click Tracking
- Client Management
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Committee Management
- Communication Management
- 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
- Data Import/Export
- Data Management
- Data Synchronization
- Deadline Management
- Deal Management
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Dynamic Content
- Email Alerts
- Email Campaign Management
- Email Distribution
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Management
- Event Triggered Actions
- Expense Tracking
- File Management
- File Sharing
- Filtering
- Financial Management
- For AEC Industry
- For Contact Centers
- For Financial Institutions
- For Insurance Industry
- For Nonprofits
- For Real Estate
- For Small Businesses
- For Startups
- Forecasting
- Forms Management
- Fundraising Management
- Grant Management
- Image Library
- Interaction Tracking
- Internal Chat Integration
- Issue Management
- Issue Tracking
- Job Costing
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Lead Qualification
- 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
- Multiple Projects
- Nonprofit Advocacy
- Opportunity Management
- Percent-Complete Tracking
- Performance Management
- Personalization
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Portfolio Management
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Updates
- Referral Tracking
- Registration Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Role-Based Permissions
- SSL Security
- Sales Approval
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- 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 Integrations
- Time Clock
- Workflow Automation
- Workflow Management
Integrations
- Total integrations18
- 3CX
- Constant Contact
- Ecomail
- Leady
- Make
- Microsoft 365
- Microsoft Copilot Studio
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- Nitrogen
- Poll Everywhere
- QuickBooks Online
- Tableau
- TeamViewer ONE
- Virbo Wondershare
- WordPress
- Zapier
- Total integrations2
- 3CX
- Constant Contact
- Ecomail
- Leady
- Make
- Microsoft 365
- Microsoft Copilot Studio
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- Nitrogen
- Poll Everywhere
- QuickBooks Online
- Tableau
- TeamViewer ONE
- Virbo Wondershare
- WordPress
- Zapier
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