eWay-CRM Reviews

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.

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.

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

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

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

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

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

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

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.

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.

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

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

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.

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

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

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:)

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

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

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

Add-in randomly crashes in Outlook after update.

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.

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.

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.

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

Still learning- nothing to negative at this point.

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.

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.

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.

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

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

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

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

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.

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.

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.

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.

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

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).

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.

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.

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.

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.

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.

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

some processes are not so intuitive as it can be

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.

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.

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

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