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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
  • 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

Bitrix24 is the fastest growing free CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing too.
Avidian transforms Microsoft Outlook into a Sales Pipeline Management and Customer Relationship Management tool for sales teams.
Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
Zoho CRM is an omnichannel, online software for architects & builders in construction to manage business processes, sales & marketing. Learn more about Zoho CRM
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Learn more about HubSpot CRM
Efficiently manage your entire employee lifecycle from recruitment to retirement with Advanced HR software, developed by Advanced.
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Increase control over your small or midsize business with SAP Business one - a software designed to grow with you.
Insightly is the modern, affordable CRM that teams love.

Reviews of eWay-CRM

Average score

Overall
4.6
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 3 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.

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

excelent value for money

5.0 3 weeks ago New

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

Agnieszka
Project Manager in Czechia
Renewables & Environment, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

I don't like eWay at all

2.0 2 months ago

Comments: I refuse to use some if its functions and I am pushing the management to switch to a different SW

Pros:

Probably the search bar. nothing else comes to my mind

Cons:

Freezing Outlook, breaking down the whole MS Office, annoying attendance form - no possibility to fill in the form automatically, annoying filters, outdated look

Jason
Paralegal in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

eWay is the only Contact Management Software to Consider for a Law Practice

5.0 3 months ago

Comments: With the loss of business contact manager via outlook, eWay has been the only software we have found that will do what a small and very busy law practice will need to use!

Pros:

The way you can seamlessly sync all contacts, tasks, emails and anything else going on with a specific case. This is really important for a small law firm as I (the paralegal) can keep our clients up to date on the status of their case by seeing what I or the Attorney I work for have completed (tasks) and what has been done as far as communication with clients and opposing parties (emails) all in one easy to use system. Cannot recommend them enough. After dealing with QuickBooks support for 6 months, I truly appreciate the level of customer service eWay provides and does not stop until all issues have been resolved. Even when the issue is on our end they attempt to fix or point out potential problems with our system.

Cons:

The only Con I had was knowing when eWay had a new update, but I expressed a desire to be emailed when new updates are released and within a release or two I started getting emails to inform me of a new update! So no more Cons with eWay.

Petr
salesman in Czechia
Wholesale, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

eWay review

5.0 last month New

Comments: very easy to use, good connection with MS Outlook

Pros:

easy to use and work with it, good structure

Cons:

not possible to add a meeting to 2 or more opportunities not possible to add multiple documents in one step would be nice if the status changes automatically when turned from Quote to Order now it is necessary end manually "follow the quote"