eWay-CRM Reviews

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 .

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.

it is directly in outlook, it loads automatically when I turn on the computer, it is clear, logical and user-friendly. The content is very varied, it can be combined with any type of company, the calendar and contact history work well. It takes more time for field use, but it's a programm look that everyone knows, so it can be learned quickly. I praise the import and export of data.

I'm missing or haven't figured out how to enter a contact record faster and how to quickly find notes about it.

It is well integrated with Outlook . As a result I don't have to worry about smooth and consistent synchronization with Outlook which was sometimes the case when using another CRM program.

Not much complaints with the program itself. However, I believe there is a lack of attention to detail with invoices. For example, was sent an invoice for trial period after being told it was free and we had to send multiple emails to have this addressed and charge reversed. Also when there was a simple mistake made of deleting a contact while trying to delete a note, was initially charged for 2 hrs labor to restore contact which seemed excessive (the charge was amended to 1hr labor after further inquiry).

1. The way it is fully integrated in Outlook.
2. The flexibility to customize workflow, add fields and form layouts, conditional formatting of user views, customizing and filtering views etc.
3. Automated assignments of document and emails etc to "deals", "projects", clients, suppliers etc.
4. The frequent updates.
5. Excellent support team and online documents and training videos.
6. Cloud Hosting of the server database. This feature enables us to be mobile and flexible. As long as we have internet access we can work from anywhere in the world. We are no longer office restricted. With Cloud hosting no more downtime due to power or data disruptions.
7. Our employees can work from home.
8. Easy accessible history records of all our clients, suppliers, deals and projects.
9. Task management and marketing tools - although we don't use it to its full potential.

I can't think of any. If I must add something maybe the fact that it can't make coffee.

- The ease of installation and integration with MS Outlook, the mobile app that automatically synchronizes with the database (when I save new companies/contacts on my desktop, the phonebook/call log on my phone is automatically updated - so I dont have to save new phone numbers in my phone manually).
- I like the email and daily activities (calls, events, notes) logging.
- Also, the ability to attribute different parameters to companies and contacts is good and then grouping/filtering based on given criterias helps a lot

Once, I managed to delete whole company instead of just deleting one contact - I did not know you need to open the contact in separate window - not just highlight/mark it in the company window. That would make things a bit faster and easier as a hint for future. However, the database is being backed up every night and all the data had been restored by support team the same day.

Although there were some early issues with our use as an add in with Outlook, it appears that E-way did resolve these and the product has been very stable and reliable ever since. Ultimately this is the most important aspect for me - to be able to rely on the software package to provide the answer when I need it. Too many other ad in type software slow the performance of the software that they are connected to.

I haven't made the most of the software itself, and tend to export data to excel to process, simply because its a software package I know well. I know this is just a time commitment thing and that I should spend the time to learn the full abilities of E-way.

Integration to the most used software on any desktop - Outlook.

The only issue we have with eWay is the Add-in dropping off Outlook. Not sure if this is an Outlook or eWay issue but can easily be turned back on when Outlook decides to disable it.

integration into outlook, having all the conversations with customers (phone, mail) and documents at one place. The calender integration is also great!

import was quite difficult at the time because of different language settings, I had to translate the csv first but still hat some problems with some fields not importing correctly. But the support was very helpful.

The software is very easy to navigate your way around and E-way worked very closely with us to develop a customised system which was tailored to meet the needs of our business. The fact that it is Outlook based is also an advantage, no need to open other programs etc. E-way have continued to support us with post implementation changes to the software and also supported us with training in Europe and the Southern Hemisphere.

We have managed to overcome most of the issues that we had with the system initially, these were mainly issues of initial specification which were worked through together with E-Way to resolve

The product is right where it needs to be - in the middle of Outlook where so many of us manage out entire workflow, work day, and business processes. No other CRM or project tool integrates so seamlessly nor simplifies my day as Eway-CRM. It is not the richest in features, but because it is actually part of my Outlook experience (not just a lame plugin and sluggish sidebar, but added windows and content controls), ALL of my projects, tasks, deals, leads and daily activities across multiple companies are more organized and managed than they have ever been in my 30 year career.

Inconsistency in terms. Reporting is week. Custimization is clumsy. Not the best help docs, lacks a web portal that is apparently available for use as of yet. Documentation is overcome by strong sales and customer support- very responsive. Portal is almost unnecessary because because Outlook use is helpful. The mobile helps a lot as well.

It works from within Outlook and synchronizes with Outlook data.

1) There are some glitches in synchronizing contacts, tasks, and calendar items. I've found workarounds for most of these issues, but this take a bit of extra time. Many of my contacts still haven't synced, and the calendar never has.

2) Although the program is fairly intuitive for users, it is not so for administrators. I'm a solopreneur, and find the admin settings daunting -- especially when setting up workflows. I've been unable to fix workflow errors, even after studying the documentation. Buttons are not where you expect them to be, so there's a lot of hunting. I've learned a lot of apps on my own, but this is the first one where I may need some training. In other words -- it's a steeper learning curve than expected.

eWay software is a basis for my daily work. It has a very friendly and intuitive usage. It is an excellent help making all customers records, business oportunity records, having all relevant documents available on one place.

We need to integrate eWay with other software.

Easy to use. Useful for saving documents from emails. easy system to manage.

Has a tendency to crash or slow down laptop as infrequent, random times.

eWay is easy to use. It has more features than our staff require. It has improved our sale team efficiency.

It was initially a little difficult for some of our sales team to learn how to populate and update Deals.

The big advantage is that the program runs in a familiar environment. This makes it easy to implement, employees are quick to orientate. It saves significantly implementation costs.

As the only problem I see the ability to work on one PC in one database only. This is a problem if you work in several companies.

Overview, iOS app, Filters, support, updates and continuous improvement based on the most customer needs - general, no extra fees.

The Outlook add-in loads the Outlook becomes slower. Monitor resolution change makes the screen unreadable - has not to be the problem of this software.

I like the simplicity because its with Outlook. The software can be customized quite a bit which is something we truly appreciate

I can´t think of anything yet. I would suggest that maybe the User Interface is a bit "outdated".

Ease of usage, outlook integration, clear simple interface and categories

relies on outlook, sometimes is slow to load. it will be great if it was also available as a standalone app. web version is good but not as fully featured.

Easier time management of leads, easy work with software, easy task management

I did not find any major difficulties so far

Fully integrated into MS Outlook
eWay offers much more than just CRM standard functionalities.
Excellent support with an individual approach to each customer.

Compatibility with Outlook, easy to use, useful for business, it provides easy overview of business cases

The Outlook add-in loads the Outlook becomes slower. Usual users will not be able to use it without basic training.

Ease of use and customization.

GDPR features are amazing.

Built in professional email

Super stable

No notification of a client having errors

I can see if we had contact in a other country for the same company.

The overview can be easier. If a contact don't work for the customer we can't put that in the system.

easily accessible history of projects and great filtering

sometimes logic of operations is not in order I would expect, but you can get used to it.

Easy of use. Well known Outlook interface.

Implementation process - to be sure that the correct data will be uploaded.