eWay-CRM Reviews

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.

Pros

I use eWay-CRM to replace Microsoft Outlook Business Contact Manager which I used for years but is now obsolete. It is doing the job nicely after my database was imported into e-Way. I like having my client’s data records stored in a server other my computer since I know my data is safe and secure. I had a hard drive failure before when everything was stored on my computer and came close to losing almost 20 years of client data. I no longer worry about that. There were some issues initially when moving things to e-Way but their support staff ([sensitive content hidden]) was very helpful and responsive. They had to do some tweaks for my business model which they completed in a timely manner.

Cons

I would like to see more options for the end user being able to customize fields and layouts. You can do some things but it is not as flexible as BCM was. Some things have to be done by the support staff that I think could be done by the user. That said, again they are helpful with this when asked to make changes. I would also like to see custom filters be able to use any data field when creating custom filters. Currently that is not an option. You have only certain fields available.

Alternatives Considered

Prophet CRM

Reasons for Choosing eWay-CRM

BCM has not been supported since 2016 and I was having many problems with it since it was not being updated.

Reasons for Switching to eWay-CRM

Seemed to be much more support and regular updates.

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

Pros

eWay-CRM is absolutely the best Outlook CRM that help us to manage all our customers information like emails and notes in one place this helps us to save time and be more efficient and effective in all our projects because all communication anybody can read and make smart decisions. It's a great tool because it integrates with emails, calendar, tasks and contacts. It's easy to use this tool as it has a very intuitive and user-friendly UI and it works like Outlook making more easy to use and understand. When it comes to projects management it keeps them under control.

Cons

My team have been more productive and effective. Boost our sales and automate all our business services to save time and cost.

Pros

Features and logic and improving. You can customize the SW as you need and if you know how, you can do it by yourself.

Cons

In the beginning the call from mobile phone was reported easily in the app "automaticaly" but this is no longer possible. This was nice for better reporting of time, how long you spent calling clinets. You can do it now manualy, but the added value is lost.

Alternatives Considered

RAYNET CRM

Reasons for Choosing eWay-CRM

The internal designet databes was no longer enough for our needs.

Reasons for Switching to eWay-CRM

Because of Office 365 and Microsoft products, we choose eWay

Pros

All contacts in one place, integrated to Outlook, sync to Exchange so that contact info is accessed when searching for email address of a recipient. Also synced to Android contact list. And not just contacts but also companies as clients, suppliers as well. Super cool is adding tens of new data fields to contacts, companies, so we could scrapped multiple excel spreadsheets. Emails are automatically paired to contacts and companies - I can check emails of employees to clients, if I want to, even though I am not cc'd :-) And there are plenty more cool features I couldn't even imagine we needed :-)

Cons

Some sync issues occured - even to Outlook but mostly to cellphone when it can be messy, clunky and needed wiping of all synced data and resyncing completely. Also even though UI is friendly as Outlook can be, it took me a while to understand the logic and correct ways how to handle different things in the app.

Pros

clear project management
simple orientation in projects

Cons

If the system doesn´t work, nothnig works, then there is a problem

Pros

I find eWay to be an intuitive and user-friendly tool. The customer assistance in resolving issues was professional and fast.

Cons

I honestly can't think of anything. I'm happy with eWay.

Pros

Database, contact and e-mail communication history

Cons

Its features slow down email. That's the biggest minus for me.

Pros

Clear lists of contacts we work with on a daily basis.

Cons

eWay slowed down Microsoft Outlook and initially a bigger change in my work.

Pros

The support of the eWay team is intensive
outlook user interface

Cons

editing documents before customization according to our requirements

Alternatives Considered

Dynamics 365

Reasons for Choosing eWay-CRM

I wanted one working environment, including email I wanted to get information quickly from CRM I wanted a system that would effectively return the time I spent sharing information

Reasons for Switching to eWay-CRM

Customer support is 100% and transparent Effectively wasted time in my business

Pros

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.

Cons

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.

Alternatives Considered

Salesforce Service Cloud and Tableau

Reasons for Switching to eWay-CRM

The price to valve ratio was far greater than any of the alternatives that we considered.

Pros

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.

Cons

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

Pros

I evaluated numerous CRM tools for our small business. eWay-CRM I felt provided the best value out of all of them. Their customer support is exceptional! What I really enjoyed was their patience with us. They provided a free trial, reached out to us for support on multiple occasions. They really do want to make sure that this is the best tool for you. A lot of fabulous features at your finger tips.

Cons

Had some issues with install but nothing that they were not willing to help troubleshoot and resolve. I would consider this a minor con, but their support was wonderful!

Alternatives Considered

Zoho CRM, Dynamics 365 and HubSpot CRM

Reasons for Choosing eWay-CRM

Simple, yet robust, and ease of use

Switched From

Zoho CRM, Dynamics 365 and HubSpot CRM

Reasons for Switching to eWay-CRM

Features, ease of use, customer support, and cost

Pros

The fact that eWay runs inside Outlook, means email attachments can be linked to Deals and Projects without having to download, saving or uploading it first. The fact that the user still stay in control of what gets tracked and what not, is also fantastic since there is no system performance bottleneck and users don't need to learn a new system just to send or receive a simple email.

Cons

eWay has room for improvement on Report customization. Furthermore, developing a more straightforward way to created advanced workflows would also go a long way to expand its use to every aspect of a business.

Pros

fully customisable, can create any field required. Simple or as complicated as you like. Have used for years, and hopefully will use for many more

Cons

nothing really, there isnt much that stands out that I would change

Alternatives Considered

Zoho Desk

Reasons for Choosing eWay-CRM

more features

Switched From

Salesforce Sales Cloud

Reasons for Switching to eWay-CRM

ease of use to pick up

Pros

Virtually limitless customization options, and normally easy to accomplish. I like the ability arrange the views according to my desired (economy of) placement. The Search and Bulk Change functions respond very rapidly. The ability to export contact data and notes, etc. is very attractive for HIPAA compliance and retention purposes. Ditto the ability to attach all kinds of interactions and documents to specific clients is excellent. And the price--is very reasonable for all the value, AND THE SUPERB TECH SUPPORT PROVIDED so cheerfully and rapidly!

Cons

I think that the email marketing templates' designs could be expanded and enhanced, and the actual customization tips/instructions could be expanded and in some cases more clear.

Pros

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.

Cons

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.

Pros

What I like about "eWay" is the ability to customize the view, change individual fields and their groupings. Also saving views and quickly switching between them. Quickly moving columns and using filters. Possibilities to generate reports from tasks, diary or schedule for example invoicing, daily work done.

I like the technical support that responds quickly and professionally. The problem is usually fixed quickly and with the help of remote control of my PC.

Cons

The main thing that bothers me about working with "eWay" is the jamming of the whole system, including Outlook itself, when I need to filter for example a job when trying to create a new task or diary, etc.I have been provided with remote assistance several times, but despite efforts to resolve this issue, this error still occasionally manifests itself. It seems to me that the problem arises when outlook itself synchronizes my mail.

Pros

Compatibility with Outlook. The possibility of creating our own fields, the ability to manage the cost-effectiveness of projects and reports. Additionally, the ability to track communication between involved employees on a single order.

Cons

Interconnection of emails with projects/companies. In case the contact relates to multiple projects, the email will be assigned to all of them, even if it pertains to only one project. Linking emails to projects could be more user-friendly

Pros

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).

Cons

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.

Pros

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.

Cons

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.

Pros

eWay allows us to use our own established Workflow to take an Inquiry all the way to a completed Project.
We are able to see all inquiries sorted into their current Workflow stage We were able to add our own custom fields and modify the layouts to track the detailed specifications required for each inquiry. It was a big deal to us to have a full featured text editor in the software. It has never been easier to take a call from a prospect and pull up the inquiry details for discussion and to progress the solution for them. The ability to save emails to each inquiry is critical and by actually using Outlook is great, I tried other CRM's, but the main failure point in them was how they "sync" with Outlook, in most cases, poorly.

Cons

As the product evolves, I am sure that there will be some additional features such as:
- Date/Time stamp would be handy.
- Creating a new Contact for a Company should autofill the Company Information, Address, etc. - Then if necessary, this could be changed.

Pros

We love the seamless integration with Outlook. We spent a few years looking for a Microsoft BCM replacement and eWay-CRM was the first system that not only provided the functionality of BCM, but took it to the next level. The seamless integration with Outlook was a must for us. Also, we occupy a very niche marketplace so the level of customization available in eWay was a must. After a year or so, I am sure we have only scratched the surface regarding all the available features, etc.

Cons

Using eWay is pretty straight forward and basic customization (adding fields, etc.) is pretty easy. However, if you need to add more advanced features / customizations, it can get pretty complicated quickly (especially for someone like me that is not computer savvy). But I guess that is par for the course -- the more customizable, the more complex. I prefer to have a consultant at eWay take care of these items and recommend solutions. I think it is well worth the expense.

Pros

Integration in outlook, real database behind, customizable for our needs

Cons

That it is necessary. Outlook should work like this out of the box.