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What Is eWay-CRM?

The best CRM Add-in for Outlook, also available as a web app and on iOS / Android.

It helps manage Customers, Sales, Projects, and Email Marketing. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently. The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions.

Who Uses eWay-CRM?

If you use Outlook and looking for CRM, you have to try eWay-CRM. It's the only CRM that sits right inside your Outlook. Allows to automatically save emails, integrate calendar, and sync contacts.

Where can eWay-CRM be deployed?

Cloud-based
On-premise

About the vendor

  • eWay System
  • Located in Kansas City, US
  • Founded in 2008

eWay-CRM support

  • Phone Support
  • Chat

Countries available

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

Languages

Czech, English

eWay-CRM pricing

Starting Price:

US$24.00/month
  • Yes, has free trial
  • Yes, has free version

eWay-CRM has a free version and offers a free trial. eWay-CRM paid version starts at US$24.00/month.

Pricing plans get a free trial

About the vendor

  • eWay System
  • Located in Kansas City, US
  • Founded in 2008

eWay-CRM support

  • Phone Support
  • Chat

Countries available

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

Languages

Czech, English

eWay-CRM videos and images

eWay-CRM Software - Turn your Outlook into a fully-fledged CRM with eWay-CRM. Save emails automatically, integrate your calendar, and synchronize contacts. eWay-CRM looks exactly like Outlook and works the same. Therefore, nobody needs to learn anything new.
eWay-CRM Software - Get up-to-date in two seconds. Just select an email to get a complete history of communications from anybody on your team.
eWay-CRM Software - Use eWay-CRM Online if you need to work outside Outlook.
eWay-CRM Software - Make sure you won't miss our free PowerBI Sales Executive Dashboard. It's a great tool that helps you stay on top of your sales activities. Just give it a try. It's free.
eWay-CRM Software - Our mobile app helps you be effective on the go. All data is automatically synced to your smartphone so you can work even offline. That's right. If you are somewhere with poor internet, eWay-CRM Mobile still works like a charm.
View 6 more
eWay-CRM video
eWay-CRM Software - Turn your Outlook into a fully-fledged CRM with eWay-CRM. Save emails automatically, integrate your calendar, and synchronize contacts. eWay-CRM looks exactly like Outlook and works the same. Therefore, nobody needs to learn anything new.
eWay-CRM Software - Get up-to-date in two seconds. Just select an email to get a complete history of communications from anybody on your team.
eWay-CRM Software - Use eWay-CRM Online if you need to work outside Outlook.
eWay-CRM Software - Make sure you won't miss our free PowerBI Sales Executive Dashboard. It's a great tool that helps you stay on top of your sales activities. Just give it a try. It's free.
eWay-CRM Software - Our mobile app helps you be effective on the go. All data is automatically synced to your smartphone so you can work even offline. That's right. If you are somewhere with poor internet, eWay-CRM Mobile still works like a charm.

Features of eWay-CRM

  • Advocate Management
  • Alerts/Notifications
  • Appointment Scheduling
  • Auto-Dialer
  • Batch Processing
  • Billing & Invoicing
  • Budget Management
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Call List Management
  • Campaign Analytics
  • Campaign Management
  • Client Management
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customizable Fields
  • Data Import/Export
  • Document Generation
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Management
  • Expense Tracking
  • File Sharing
  • Financial Management
  • For Insurance Industry
  • Fundraising Management
  • Grant Management
  • Interaction Tracking
  • Issue Management
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Membership Management
  • Milestone Tracking
  • Mobile Access
  • Mobile Optimization
  • Multi-Channel Communication
  • Performance Management
  • Pipeline Management
  • Portfolio Management
  • Progress Tracking
  • Project Management
  • Project Planning/Scheduling
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Approval
  • Sales Forecasting
  • Sales Pipeline Management
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • Subscriber Management
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Trust Accounting
  • WYSIWYG Editor
  • Workflow Management

eWay-CRM Alternatives

Pipedrive's smart CRM helps construction management teams become the best using best-in-class technology. Learn more about Pipedrive
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface resulting in high adoption rates and faster ROI.
Data analysis solution that helps businesses manage spreadsheets, create graphs/charts, perform calculations, share projects, and more.
Over 100,000 customers in more than 120 countries use HubSpot's award-winning software to attract, engage and delight their customers. Learn more about HubSpot Marketing Hub
Infor OS is a leader in next-generation BI and analytics, offering agility, automation, and optimization for the entire BI process.
The primaTime app is a cloud-based timetracking software with attendance and billing functionalities.

Reviews of eWay-CRM

Average score

Overall
4.5
Ease of Use
4.5
Customer Service
4.7
Features
4.4
Value for Money
4.5

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Fernando
Fernando
Owner in US
Verified LinkedIn User
Management Consulting, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

A+++. The Best CRM Software in the Market

5.0 4 years ago

Comments: I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager. The thing was free and Microsoft did not care to update it and discontinued it. I spend 2 to 3 months checking almost all CRM software I could find before selecting one to replace Microsoft Business Contact Manager, as I wanted to make sure I did this only once. I picked eWay-CRM and I picked right. Imported the old database without any issue and set it up and customize it myself, even though I have no IT background. Very easy to set up and to customize.

Pros:

Things that I like the most: 1. Customization. You customize the forms, the views, the database, the workflows, and everything and use them whatever way you want to use them. Really. 2. The breadth of features. Whatever you want to do, eWay-CRM has a way to do it. 3. Customer service. You call customer service in the USA any time during working hours and [SENSITIVE CONTENT HIDDEN] will pick up the phone in 5 seconds and solve your issue pronto. 4. The stability. Windows 10 and Office have dozens of updates and changes. You can always count on eWay-CRM to be there, stable, available 100% of the time. 5. Reliability. Everything is backup in the cloud instantly. My data is safe.

Cons:

I like eWay-CRM so that much that I cannot think on anything to change, except some very minor icon function changes I suggested in the online forum. Has not been changed because fellow users did not agree with my suggestion. I can live with that and recognize that that only changes with a lot of users support can be implemented.

Roy
Sales Executive in US
Printing, 51–200 Employees
Used the Software for: Free Trial
Reviewer Source

New eWay User

4.0 last month New

Comments: I am enjoying it so far & love that it is all in Outlook.

Pros:

That it integrates with Outlook very easy. I am looking forward to seeing what this CRM will do.

Cons:

I have not learned how or if this will allow you do send multiple personalized emails from the task list yet, to hit multiple people on follow ups with one email.

Petr
service technician in Czechia
Medical Devices, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Honest opinion

2.0 2 months ago New

Pros:

Nothing comes to mind.

Cons:

For me, E-way CRM is not very clear and intuitive. On a small laptop monitor, I constantly have to zoom in, zoom out, and move windows around. I am always missing a part of the workspace. I often have to reinstall the entire Outlook plus Eway for it to work correctly again. And most importantly, it significantly slows down Outlook during startup.

Milan
marketing manager in Czechia
Machinery, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

excelent value for money

5.0 3 months ago

Comments: My overall experience with eWay-CRM has been exceptionally positive. The system is highly intuitive and seamlessly integrates with Outlook, making it easy to manage our sales pipeline. Its comprehensive features for contact management, deal tracking and project management have streamlined our workflow and improved our sales efficiency. Additionally, the customer support team is responsive and helpful, ensuring any issues are promptly resolved.

Pros:

I highly recommend e-Way for sales tracking and lead management. It has transformed our sales process with its user-friendly interface, comprehensive features, and seamless integrations. e-Way is a game-changer for any sales team.

Cons:

Repoting seems to be a little bit complicated.

Alternatives Considered: Dynamics 365

Reasons for Switching to eWay-CRM: user-friendly interface, seamless integrations - excellent value for money

s
I.T Infrastructure Manager in UK
Computer Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

eway review

4.0 2 months ago

Comments: generally better at the start of the contract, jiri was excellent and very helpful. the support team is also very helpful, however not very flexible when it comes to the charges for things in the system i/e mistakes etc. i understand that there are busienss costs etc, however if thats the case that peopel can make mistakes, it should also be the case that the systme should allow a user to rectify those mistakes i/e restoring a deleted field.

Pros:

easy to use system as long as you dont make any mistakes.

Cons:

accidentally removed a field from the system and to have it restored would cost us a support fee..