eWay-CRM

4.6 (451)
The Best CRM for Microsoft Outlook

Overall rating

4.6 /5
(451)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.5/5
Customer Support
4.8/5

96%
recommended this app
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451 Reviews

Tracy
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great customer service

Reviewed on 10/3/2023

Great overall experience.

Pros

The customer service at this company has been fabulous. They’ve answered each and every question I’ve posed to them great team to work with.

Cons

I wish the contact management software would integrate with our Verizon phone system. It does integrate with some phone systems I believe, but just not this one. That might be due to complexities of Verizon.

Michal
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

eWay long experience

Reviewed on 6/4/2023

Overall satisfied

Pros

Possible integration with other SW (accounts, email campaigns), Custom form designer available for admins, sharing useful views on database, reporting, trouble-free SW updates, Outlook integration and email management, Guides for effective operation in Outlook (MS office) and implementation of time management advices into a guide designed arround eWay. Mobile app available for basic contact/lead management

Cons

Word export templates are typically longer to setup process. Missing possibility to see selected customer locations in a map, graphical scheme with stage of lead in a pipeline

Laura
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

eWay

Reviewed on 14/12/2021

it has been ok not been the most slickest CRM I have used but it does have some nice features to it which compensates for some of its clunkiness

Pros

I like how the outlook integration works for setting callbacks to keep you organized

Cons

It crashes quite a bit or logs you out after a certain time of inactivity, I also don't like how the the contact and company information are in 2 different parts of the system, would be better on one view

Lubos
Overall rating
  • Industry: Plastics
  • Company size: 51–200 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Easy way - it is e-Way

Reviewed on 14/3/2023

It is great, user friendly tool, which allows us to manage our relationship with customers.

Pros

It is fully integrated in MS Outlook and therefore very easy to use.

Cons

Nearly nothing. There were just time to time problems, when Outlook didn ´t allow start the e-Way add-in.

Dharmik
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

eWay-CRM - Best CRM solutions for Outlook Users

Reviewed on 7/4/2023

The smooth interface with Microsoft outlook, which is our primary tool, is crucial. We do not require logging into and using a different systems. Overall happy with eWay- CRM tool.

Pros

information on the status of projects is simple, to handle and is constantly available in outlook. workflow and methods for integrating eway with other systems have been carefully considered.

Cons

Sometime issue related java scripting, and restart the outlook. The most recent version interfered with one of my outlook plug ins, causing it to stop working.

Mikulas
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

eWay - goodWay

Reviewed on 20/4/2023

Our investment in e-Way CRM has paid off.

Pros

mobile application - all colleagues know that they are calling our customer even if they do not have his phone number saved in their phoneall e-mail communication is saved to CRM automaticallyuser-variablereportingcustomer supportHe ask every year and help set the system and ask for our wish

Cons

Sometimes the speed of loading customer information, but they are working on it.

Jiří
Overall rating
  • Industry: Automotive
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

eWay-CRM: very productive tool

Reviewed on 4/4/2023

Now we know all customers calling to our mobile phones (Function identifications of phone numbers).

Pros

eWay-CRM is not only a powerful system for working with customer databases, it offers a number of others practical functions to increase the efficiency. And mobile version work perfectly.

Cons

I did not find any errors or deficiency. It is important that users work with eWay-CRM and save data to the system.

Martin
Overall rating
  • Industry: Research
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

SSČ review

Reviewed on 4/4/2023

Product is easy to use, easy to managed it, great support, good prices.

Pros

It varies, I guess, depending on what one requires. For me, great contact and connection management, overall great as a CRM.

Cons

In future it will be very nice to have everythink only in cloud across all paltforms (Google, Microsoft etc..). For example integration to Sharepoint or maybe with Bussines Central:) Maybe if it not possible it now? Free API for developers with manual:)

Jan
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

How we use eWay CRM

Reviewed on 3/5/2023

Great!

Pros

Implenetation into MS Office, moduls customatization (on admin user level)

Cons

If I am using remote desktop there is some issues with buttons

Alexander
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

eWay-CRM useful helper

Reviewed on 12/4/2023

Pros

Unification of the organization in business sales processes for all merchants and recording all important information about the business case.

Cons

Add-in randomly crashes in Outlook after update.

Douglas
Overall rating
  • Industry: Utilities
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Tied at the Hip with Outlook

Reviewed on 28/10/2021

I've deployed eWay with 2 of our 3 salesmen. Still trying to get a feel for full extent to which we will utilize it. Eventually, will deploy it to the newer, third salesman -- but not sure that he will utilize. I was disappointed with custom report capability (without SQL programming), but when I learned to use the filters, my needs were met (for now). eWay offered to do the custom programming for a fee, but the bennefit didn't justify the cost. Overall, I appreciate the close integration with Outlook and, at the end of the day, that is what prompted me to select eWay over other alternatives.

Pros

We absolutely wanted (and found) an add-in to Outlook that would prompt for Sales Lead association upon sending an email. We can go about our normal business and it will prompt us for association -- as long as the contact is in the database.

Cons

Cost is higher than expected....but partly because I have to pay for extra storage.
- When we associate an email (or email chain) with a Sales Lead, all of the messages with that lead are stored on eWay.
- The problem is that we send and receive many large attachments.
- We wish there was a way to not store attachments.

Reasons for Switching to eWay-CRM

I liked the outlook integration...it didn't force me to change the way I took care of email.

Response from eWay System

Hello Douglas,

thank you for the review. We are happy for your feedback!

Team eWay

Karolis
Overall rating
  • Industry: Semiconductors
  • Company size: 501–1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CRM for Research and Technology Organisation (RTO)

Reviewed on 11/2/2021

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.

Thomas
Overall rating
  • Industry: Telecommunications
  • Company size: 11–50 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Just getting started- but impressed

Reviewed on 19/10/2022

We had an excellent experience. Their team (lead by [SENSITIVE CONTENT]) did an excellent job bringing us along with the trial. Easy integration into our workflow is key

Pros

The MS Out look plug in aspect of the product makes it incredibly easy to adopt and integrate into daily workflows.The ability to adapt the product and configure it to meet our needs without an outside consultant makes it possible to get the CRM we want without all the extra questions, costs and consulting

Cons

Still learning- nothing to negative at this point.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing eWay-CRM

We need something that was a bit more focused on the Sales process and the integration and ease of use made the decision for us.

Switched From

Bitrix24

Reasons for Switching to eWay-CRM

Ease of use and pricing
John
Overall rating
  • Industry: Railroad Manufacture
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Hatch & Kirk eWay experience

Reviewed on 19/5/2021

Overall this is an amazing product that WILL help your company improve its sales and customer connections. Perfect for a smaller company that is looking for extensive features and keeps it simple by integrating into your existing systems!

Pros

eWay has been a huge improvement for our company, the ability to track long-term deals, check customer account activity and share important information between our sales teams.

Cons

Hard to teach older employees how to use the software, some redundancies, outlook will disable to eWay system due to the added strain on the system, slower load up times and often times information will need to be imputed into a deal that already exists within the customer profile.

Alternatives Considered

Salesforce Service Cloud and Tableau

Reasons for Switching to eWay-CRM

The price to valve ratio was far greater than any of the alternatives that we considered.
Mark
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best CRM Solution for Outlook users

Reviewed on 12/2/2021

My experience from first engagement with my sales contact, Tzanko, through to implementation and support has been first class. I couldn't have aksed for more.

Pros

Having your CRM embedded inside Outlook removes a lot of unnecessary steps compared to other solutions. With eWay it is easy to switch between contacts, companies and deals but you can also open
seperate windows for each module and have everything running side by side.

I have found the speed very impressive and searching for information is rapid and easy. I also really like the way the task management system works as it allows me to keep on top of my day.

Converting inbound or outbound emails into journal entries and tasks is very easy and makes sure your records are accurate.

Cons

So far I haven't found any negative points with eWay

Kevin
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

BEST CRM ON THE PLANET

Reviewed on 15/4/2021

eWay blows away the competition. True game changer in the CRM space. So happy. Customer support is also the best I've seen from any company in any industry.

Pros

Email integration is amazing. I've been searching for a tool like this for years. I simply can't recommend it enough.

Cons

The fact that I didn't know about eWay sooner.

Alternatives Considered

Nimble

Reasons for Choosing eWay-CRM

Email integration was lacking. Nobody offers "true" integration like eWay does.

Switched From

Salesforce Sales Cloud

Reasons for Switching to eWay-CRM

Email integration blows everyone away. So well designed. Works great. Exactly what i was looking for.
Jan
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Customized software merged with Office product

Reviewed on 20/3/2023

Overall, the reviewed application has a positive outlook as it is directly linked to Office without the need for additional installation or linking. It has a comprehensive interface and custom development options are available. The technical support team is responsive to ensure that the application functions smoothly. However, there have been some reported issues with updates and limitations with the local SQL Express server. Additionally, improvements could be made to better integrate with Office, such as respecting autosave and aligning text formatting with MS Office formats and keyboard shortcuts.

Pros

The application is linked directly to Office, no additional installation or linking is required.The application has a very comprehensive overall look and feel and custom development can be arranged.Technical support strives to ensure functionality in the event of an outage or glitch

Cons

Application updates sometimes have problems after deploymentThere is a problem with the limitation for offlining the database, since it runs locally on the SQL Express server (local db). The integration with Office could be better - for example, it does not respect autosave and repeatedly circulates 3 autosave queries (1 from Office and 2 from eWay) when editing a document. Text formatting could be better aligned with MS Office formats, including keyboard shortcuts.

Allen
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Great system if you have ample time to spend communicating with eWay support

Reviewed on 22/9/2020

eWay helped us to organize our contacts and prospects with in such a way where we can manage and track our recurring outreach to the clients.

Pros

Integration with Outlook making interaction with eWay similar to how one navigates Outlook. Most outlook plugins I use or had tried take a significant performance tall on Outlook, but eWay is barely noticeable after initial startup time. Once or twice a week eWay seems to be bringing outlook to a halt but Outlook restart remedies this situation.

If you have a simple "how to" or "why not working" question you can expect a relatively prompt (2 - 12 hour) response.

Cons

1. the tutorials and eWay admin configuration screens refer to the same modules and objects within eWay by different names make understanding of the explanations confusing.
2. eWay does not support a concept of working with your company's global, centralized and shared contract database that is supported by MS Exchange via shared public contact(s) folders. Thus, every contact change made by one eWay user has to synchronized to all other users's MS Exchange's personal contact folders.
3. If you are reaching out to eWay to have them set up of repair not-working functionality expect to sent week on sending and reseeding your emails asking eWay to give you at least any response.

Eliot
Overall rating
  • Industry: Market Research
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Great Software

Reviewed on 7/5/2021

We use it to keep track of or customer interactions.
Improves customer relationships.

Pros

It works... all the time. Sounds like a basic, but contact software can often be flakey. This platform is very stable. Other positives, very easy to learn, runs fast, doesn't take a lot of key strokes to do most tasks.
Also, they are always updating it.

Cons

There are no major outages on how we use it.
Small things. Stronger custom reporting. I wish the Journal calendars were better integrated.

Irving
Overall rating
  • Industry: Computer & Network Security
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

eWay CRM the Great Outlook Integrator

Reviewed on 20/1/2023

Great for keeping notes and tracking information for customers and prospects, grouping user in categories, and attaching users to companies

Pros

Great ease of use and fantastic integration with Outlook, which is one the most important features for me. In fact change from another CRM for this very reason (the other CRM's integration with Outlook was always breaking on new updates).

Cons

Very few cons - one improvement, although not a big deal for me, would be if software would load quicker on startup. Once started its great.

Andre
Overall rating
  • Industry: Telecommunications
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The best BCM replacement available

Reviewed on 26/10/2021

I was hesitant to use eWay since I had never heard of them, but I made the move with the free version to test it and then to the premium version almost immediately because it really fills the needs for my business. The before and after sales support are beyond excellent. I know this sounds like a paid review, but it isn't, the service is just excellent and I have recommended it to other small business owners I know.

Pros

I especially appreciate the direct integration in Outlook. I replaced the discontinued Microsoft BCM software with eWay CRM and had I known about it earlier I would have changed earlier. eWay CRM is far better in many ways.

Cons

I have not really encountered any real cons, but I really wish they would implement a timer in the call history journal to make things a bit easier when tracking calls. The current method is fine, but a timer would make eWay CRM just about perfect for me.

Response from eWay System

Hello André,

thank you for your review! We are happy for your feedback.

Team eWay

Jospeh
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome work for a reasonable price.

Reviewed on 1/8/2022

Keeping up with Hospital accounts and Hospital clinics and employees can be an information chase but not with e-way.
It has been great for doing the same on my manufacturing side of life as well.

Pros

I really needed a CRM/Business Contact Manager that is plugged in and could be available from the toolbar in Outlook. It is available on my android or iOS device and other PCs and Mac's.
The price is perfect for the product and not prohibitive.
The abilities are deep and very capable.

Cons

I have not found anything I have not liked. There are some features within e-Way that I do not have a need to use but nothing, I don't like.

Jakub
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Review

Reviewed on 21/3/2023

Pros

Easy of use; integration to our system; integration into Outlook;

Cons

some processes are not so intuitive as it can be

Alternatives Considered

Dynamics 365

Reasons for Switching to eWay-CRM

Price; Ease of use;
Larry
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

eWay-CRM is the way

Reviewed on 18/8/2022

Overall, very happy with eWay-CRM. As a small client they have reached out several times a year to check on my needs!

Pros

eWay-CRM allows the owner to customize which modules you wish to use/see. You can also put limitations on other users by classification/roles. Great product for a single or multiple users. Loved the fact that I can customize my own forms/pages to fit my needs or contract with eWay-CRM to assist. Product gives me flexibility to use with MS Outlook via Windows (desktop), Web based and on a Mac Book via Web.

Cons

eWay-CRM is constantly making improvements. A few items I would like to see is a training video/manual showing a day/week of a lead or client activity (processes). And a segmented users group; legal, accounting, sales, consulting, etc. to share processes/ideas.

Martin
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Flexible CRM

Reviewed on 20/3/2023

Pros

We use in our company eWay-CRM on daily basis to track projects internally. As the main benefit we feel, is the flexibility of the eWay-CRM with many possibilities to add or improve features or functionalities, that are beneficial for us. Expecially the implementation of the data exchange between eWay and MS-Excel is key add-on feature for us. Also the eWay APP is very helpfull

Cons

I would preffer to have more integration also with Apple HW, ideally to have full supported Apple products.