About eWay-CRM

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.

It also 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.

eWay-CRM allows users to import their existing data on customers and business opportunities using a built-in template which can be filled with data and uploaded by dragging-and-dropping. Details of all customers, partners, suppliers, and competitors are stored in a single database, and can be organized into custom categories, sorted and filtered based on importance, potential, relationship type, size, location, or any custom fields. Full communication histories are stored, including emails, phone calls, meetings, invoices, and documents, and are carried across when projects are created from leads. Automated reminders are synchronized with Outlook tasks, and generated for overdue payments; customer birthdays; if a customer stops ordering; and more.

Through the marketing module in eWay-CRM, users can send out targeted email campaigns to potential customers, with email templates, wildcards for message personalization, and automatic feedback tracking. The deals module enables management of individual business cases using customizable workflows and automatic task generation. Deal sources can be tracked, and users can create quotes, plan meetings, and view a range of sales statistics. A variety of standard reports are built into eWay-CRM, and users can export reports as Microsoft Word, Excel, and PDF files.

Pricing starting from:

US$24.00/month

  • Free Version
  • Free Trial
  • Subscription
Pricing plans
Free Trial

Key benefits of eWay-CRM

  • Users can manage marketing campaigns, with tools for importing data, creating email campaigns, targeting recipients, and tracking the number of emails sent, delivered and opened, clicks and unsubscribes.

  • Deals can be converted into projects, with full communication histories including emails, meetings, and phone calls copied into the project along with related documents.

  • The deals module enables users to manage opportunities, track communications, and plan follow-ups, with customizable workflows and automatic task generation.

  • Details of all customers, partners, suppliers, and competitors are stored in a single database, with full business communication histories, and can be sorted or filtered based on relationship type, potential, importance, size, geography, or user-defined custom fields.

  • Predefined reports, including company sales statistics and employee time sheets, provide users with insights into various areas of their business, and can be exported as Microsoft Word, Excel, or PDF files.

    • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Australia, Canada, Germany, South Africa, United Kingdom and 1 others

    Supported Languages

    Czech, English

    Pricing starting from:

    US$24.00/month

    • Free Version
    • Free Trial
    • Subscription
    Pricing plans
    Free Trial

    Images

    eWay-CRM Software - All your contacts are in one place with eWay-CRM. You and your colleagues can easily access them whenever needed. All you need to do is go into the Contacts module. Additionally, every contact is linked to the related company or project.
    eWay-CRM Software - Our workflow is here at your service. Adjust it so that it corresponds with the job your team does. You can also set various workflows for different activities. With each project, you can set due dates and budgets as well as assign roles.
    eWay-CRM Software - With just a few clicks, you can create a quote from your price list, export the quote into your company template, and attach all important phone calls and meetings. Everything is clear, easy to understand, and in one place.
    eWay-CRM Software - eWay-CRM has a set of predefined reports to provide you with crucial information concerning various parts of your business. It spans from company sales statistics all the way to time sheets of a particular colleague.
    eWay-CRM Software - eWay-CRM Web is an online app that runs inside a web browser. You can use any device that’s by hand to access your data.
    eWay-CRM Software - eWay-CRM Mobile
    eWay-CRM Software - eWay-CRM Mobile Quick Access Menu
    eWay-CRM Software - Documents can be stored and managed in eWay-CRM
    eWay-CRM Software - Work reports act as timesheets, enabling users to track hours worked by each employee
    View 10 more
    eWay-CRM video
    eWay-CRM Software - All your contacts are in one place with eWay-CRM. You and your colleagues can easily access them whenever needed. All you need to do is go into the Contacts module. Additionally, every contact is linked to the related company or project.
    eWay-CRM Software - Our workflow is here at your service. Adjust it so that it corresponds with the job your team does. You can also set various workflows for different activities. With each project, you can set due dates and budgets as well as assign roles.
    eWay-CRM Software - With just a few clicks, you can create a quote from your price list, export the quote into your company template, and attach all important phone calls and meetings. Everything is clear, easy to understand, and in one place.
    eWay-CRM Software - eWay-CRM has a set of predefined reports to provide you with crucial information concerning various parts of your business. It spans from company sales statistics all the way to time sheets of a particular colleague.
    eWay-CRM Software - eWay-CRM Web is an online app that runs inside a web browser. You can use any device that’s by hand to access your data.
    eWay-CRM Software - eWay-CRM Mobile
    eWay-CRM Software - eWay-CRM Mobile Quick Access Menu
    eWay-CRM Software - Documents can be stored and managed in eWay-CRM
    eWay-CRM Software - Work reports act as timesheets, enabling users to track hours worked by each employee

    Features

    Total features of eWay-CRM: 188

    • API
    • Access Controls/Permissions
    • Accounting
    • Accounting Integration
    • Activity Tracking
    • Ad hoc Reporting
    • Advocate Management
    • Agile Methodologies
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling
    • Assignment Management
    • Auto-Dialer
    • Auto-Responders
    • 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
    • Customisable Branding
    • Customisable Forms
    • Customisable Reports
    • Customisable Templates
    • Customizable Fields
    • Data Import/Export
    • Data Management
    • Data Synchronisation
    • 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
    • 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
    • Job Scheduling
    • Lead Capture
    • Lead Distribution
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • List Management
    • Marketing Automation
    • Meeting Management
    • Membership Management
    • Milestone Tracking
    • Mobile Access
    • Mobile Optimised Emails
    • Multi-Campaign
    • Multi-Channel Communication
    • Multi-Channel Marketing
    • Multiple Projects
    • Nonprofit Advocacy
    • Opportunity Management
    • Percent-Complete Tracking
    • Performance Management
    • 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
    • Spam Blocker
    • Status Tracking
    • Subcontractor Management
    • Subscriber Management
    • Subscription Management
    • Summary Reports
    • Tagging
    • Task Management
    • Task Planning
    • Task Progress Tracking
    • Task Scheduling
    • Team Assignments
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Clock
    • Time Tracking
    • To-Do List
    • Traditional Methodologies
    • Trust Accounting
    • Visualisation
    • Volunteer Management
    • WYSIWYG Editor
    • Warranty Tracking
    • Website Integration
    • Workflow Management

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    Reviews

    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

    Already have eWay-CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

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    Showing 5 reviews of 451 Read all reviews
    Showing 5 reviews of 451
    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.

    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

    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...

    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.

    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...

    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.

    Showing 5 reviews of 451 Read all reviews

    eWay-CRM FAQs

    Below are some frequently asked questions for eWay-CRM.

    eWay-CRM offers the following pricing plans:

    Premium monthly: $24 per user, per month. Premium lifetime: $369 per user + 15% annual support fee. A free plan is also available.

    eWay-CRM has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    eWay-CRM supports the following languages:

    Czech, English

    eWay-CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    eWay-CRM integrates with the following applications:

    3CX, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Poll Everywhere, Quickbooks Online, Tableau, TeamViewer, WordPress, Zapier

    eWay-CRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

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