eWay-CRM vs TimelinesAI

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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.

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

Calendar Management

Calendar/Reminder System

Calendar Sync

Call List Management

Call Monitoring

Call Recording

Campaign Analytics

Campaign Management

Campaign Planning

Campaign Segmentation

CAN-SPAM Compliance

Change Order Management

Charting

Click Tracking

Client Management

Client/Property Matching

Client Tracking

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

Expense Tracking

File Management

File Sharing

Filtering

Financial Management

For AEC Industry

For Contact Centers

Forecasting

For Insurance Industry

Forms Management

For Nonprofits

For Real Estate

For Small Businesses

For Startups

Fundraising Management

Grant Management

Image Library

Reviews for eWay-CRM come from a wide variety of industries, including Information Technology and Services (11% of reviewers), Mechanical or Industrial Engineering (5%), and Financial Services (4%). The most frequent use case for eWay-CRM cited by reviewers is CRM (63% of reviewers).

Users and use cases

Most reviewers indicate that eWay-CRM delivers strong value for money, citing affordable pricing and essential features included. However, some users report that extra costs for custom programming or advanced features can feel unjustified and restrictive.

Value for money

The eWay-CRM integrations most frequently cited by reviewers are: Microsoft Outlook (an email management product rated 4.7 out of 5 for its integration with eWay-CRM) and Microsoft 365 (a document management product, 4.9).

Integrations

eWay-CRM is a CRM tool with key features that include contact management, contact database, task management, customizable fields, and more.

Proprietary

eWay-CRM

Android

Windows

iPhone

iPad

Web-based

Pipedrive

Dynamics 365

Insightly

ActiveCampaign

Zendesk Suite

monday CRM

Lite

Standard

Plus

Limited customization and usability

Vice President

It keeps things organized and simple, but restoring deleted fields comes with extra support costs, which is frustrating.

Accountant

Restoring accidentally deleted fields requires a paid support request.

37% of reviewers feel negative about Custom Fields. Some users report difficulties with adding, editing, or restoring custom fields, mentioning that these fields are not always visible in filters or reports. Reviewers say the process for updating or organizing fields is unintuitive, and that restoring deleted fields may incur extra support costs. They also mention challenges with the admin panel, outdated design, and limitations in customizing layouts or document outputs, which can hinder efficient data management.

Slow system response times

accountant

The synchronization of the add-on itself is usually slow and it is often necessary to restart Outlook or the whole computer to make the add-on visible and usable.

Data  Research Analyst

It's a bit slow on my device and sometimes makes my pc freeze

61% of reviewers feel negative about Performance and Speed. Reviewers indicate that the software can be slow to load, especially as an Outlook add-in, and sometimes causes the entire system to lag or freeze. Some users say synchronization is sluggish, requiring frequent restarts, and that delays occur during startup or when handling large data sets. They find these slowdowns disruptive, particularly during busy workdays, and note that response times can be inconsistent depending on hardware or network conditions.

Frequent technical glitches

Staffing Specialist

Sometimes the login screen keeps popping up, which interrupts my work and makes me lose focus.

Manager technical support

After starting Eway, my computer freezes for about 2 minutes and doesn't respond to anything.

71% of reviewers feel negative about Bugs and Issues. Some users report recurring problems such as synchronization failures, add-in crashes, error messages, and freezing that disrupt workflow. Reviewers indicate that the Outlook integration can cause instability, requiring restarts or reinstallation. They mention issues like login screens popping up, plug-in panels shutting down, and technical errors that sometimes affect access to key modules. Users find these technical glitches frustrating, especially when they interrupt daily tasks or require troubleshooting.

Integrated email campaign management

93% of reviewers feel positive about Email Marketing. Reviewers indicate that the software’s integration with Outlook simplifies the management of email campaigns, lead capture, and customer communications. Some users say the ability to organize, track, and report on marketing activities in one environment helps them save time and improve efficiency. They appreciate features like newsletter creation, campaign tracking, and the ability to manage contacts and sales opportunities alongside marketing efforts. Users find these tools valuable for boosting sales and streamlining communication.

Centralized information access

Associate

The ability to trace inquiries, see relevant files, and keep the conversation clear is a great advantage.

97% of reviewers feel positive about Database Management. Users think the ability to store, search, and retrieve all relevant business information in one place is a major benefit. Some reviewers find it convenient to access historical data, track inquiries, and manage documents efficiently. They appreciate how the centralized database supports daily operations, facilitates communication, and ensures that important project and customer details are always readily available. Reviewers indicate that quick search options and compatibility with Microsoft 365 further enhance productivity and ease of use.

Comprehensive sales workflow tools

Marketing Manager

This system allows our sales team to manage their time, their customers and their prospects making sure we are giving the best Account Management that we possibly can. If there are ever any issues the team at eWay CRM are always prompt to help us.

Process Engineer

We use eWay to manage Deals and it has resulted in much more efficient Sales Team meetings and targeted sale work.

98% of reviewers feel positive about Sales Management. Reviewers appreciate how the system streamlines the sales process, allowing teams to track leads, manage deals, and monitor the entire sales pipeline efficiently. Some users say integration with Outlook and mobile access makes it easy to keep sales activities organized and accessible. They find features like document storage, workflow automation, and sales forecasting particularly useful for improving team collaboration and boosting sales performance. Users indicate that the tool saves time, provides clear overviews of sales activities, and supports effective account management.

Responsive and helpful support

full stack developer

eway-crm billing & invoice process has been good an task mangement system has been excllent and function has been properly work .eay to use or customer support service has been amazing.

97% of reviewers feel positive about Customer Support. Some users report that support staff are quick to respond and resolve issues, whether through live chat, phone, or remote assistance. Reviewers appreciate the knowledgeable personnel, comprehensive training, and ongoing help with implementation and customization. They say customer service is proactive in addressing questions and adapting the software to business needs. Users indicate that the support team contributes to a smooth onboarding process and helps maintain efficient customer relationship management.

Operational Director

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.

We also have it connected with Pohoda (our invoicing software) and with our website — specifically the front page where clients register for training sessions.

Solution Design Engineer

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.

Sales Representative

The mobile app is limited to read-only access for most features, which makes it more of a quick reference tool than a full workstation for managing data on the go.

However, I would appreciate more advanced and progressive features, such as enhanced reporting, updated statistics, and additional functionalities that reflect modern CRM standards and evolving business needs.

Business Development Manager

It is a practical and user-friendly CRM solution that integrates well with daily workflows and helps keep client communication and project management organized.

Consultant

In particular, we appreciate the clarity and structure of the Project Management module, which helps us maintain a clear overview of ongoing projects and related activities.

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.

Deep integration with outlook, project stages and workflows, assigning tasks, tracking deadlines and responsibilities.

eWay-CRM is an accessible and user-friendly system that allows us to easily keep track of our customers and related information.

Sales and technical manager

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

Sales Administrative

eWay-CRM helps us manage our sales process, track communication with clients, and keep projects organized.

Senior consultant

I have experience with other CRM systems too and eWay is easier for modifying forms, adding new downlist and more intuitive for users' work.

Integration with Outlook, Clarify of information, interconnection of the sub-modules, User-friendliness, the possibility of administration online, strong support background

As a result, synchronization has become a bit slower for us, and unlike before, it can’t be simply turned off and on to trigger an initial sync of “my” activities so that I can continue working.

Sales manager

searching in files and the need for precise diacritics when entering, unintuitive control of individual pop-up windows

Manager of preparation and implementation of orders

Automation: convert emails into opportunities, contacts or projects; AI functions for message summarization

Trader

Working with eWay-CRM has helped me streamline and streamline my email work and improve my marketing capabilities.

I also appreciate its clear and well-organized interface, which makes it simple to manage contacts, companies, and tasks efficiently

sales

Perfect overview of project progress, ability to continuously clean up colleagues' messages, overview of emails and documents under one opportunity number.

ELT consultant

Sometimes it is hard to ger oriented in all the functions and "attachments", sometimes the database of contacts keeps uploading slowly

production technician

I use eWay to upload information and documents for individual projects so that others can also have access to all these materials and information if necessary.

assistant

In projects, we generate orders, contracts and other documents from templates.

eWay-CRM vs TimelinesAI Comparison (2026)

eWay-CRM

TimelinesAI

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives