eWay-CRM

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.

Pros

eway-CRM helps us to manage all our customers information. We are able to manage and share all our customers and clients data. Track correspondences. It also enables us to track sales. Attach emails, notes and documents. Plan follow-ups tasks. Workflows helps to automate sales pipeline.Track project finances and prevent protentional problems.When it comes to email marketing its used for sending bulk emails, collecting feedback and generating leads. Overall its a great all-in-one Outlook CRM.

Cons

No dislike at all. Everything is going on well. The support has been very phenomenal and so proactive.

Pros

Easy to use, user friendly. It is good you have a version for browser.

Cons

I use online version and sometimes it is not working. I cannot use some features, open some tabs, history, etc.

Pros

I really love and appreciate the seamless integrations with Microsoft Outlook and Office which enables us to access CRM functionalities directly within the Outlook interface, hence making it easy to track and manage our customer interactions without switching from one app to another. It offers customizable and scalable options which allows us to tailor this tool to our specific needs. It enables me to make things like custom fields, forms, workflows, and reports to align with unique business processes. Overall this tool accommodate the growth and evolving requirements of our business needs over time.Enhances team collaboration. We are able to collaborate effectively by sharing customer data, contact, task's and projects. Also we are abl to access real-time information, track progress, assign tasks, and communicate within this tool easily hence promoting collaboration and teamwork.

Cons

Some users in my organization especially those that are not tech-savvy or have limited experience with this tool find it a bit complex and difficult to navigate. Also the learning curve can be as well be steep which requires time and effort to fully understand everything.

Pros

Integration with Outlook for tracking emails with opportunities, and for managing tasks.

Cons

Some missing features are only available in Enterprise version. Like the ability to make a contact private to a particular user. I'm the MD so I have email comms that I don't want to be public but I have no easy way to do that unless I get the enterprise version.

Alternatives Considered

Reasons for Switching to eWay-CRM