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Users have found the third-party integration of this software to be beneficial, enabling seamless use with other applications and …
Starting at $20 per month per user
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What is eWay-CRM?
eWay-CRM is CRM software embedded directly in Microsoft Outlook that helps companies keep track of their clients, inquiries and projects.
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Get StartedPricing
Basic
$20
Cloud
per month per user
Professional
$27
Cloud
per month per user
Enterprise
$40
Cloud
per month per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.eway-crm.com/price
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $20 per month per user
Product Details
- About
- Tech Details
What is eWay-CRM?
eWay-CRM is CRM software embedded directly in Microsoft Outlook that helps companies keep track of their clients, inquiries and projects. Features include:
- Customer Management - Manage and share all customers and clients. Track correspondences. Sorts contacts, companies, and categories.
- Sales and Opportunities - Track sales. Attach e-mails, notes, and documents. Plan follow-up tasks. Workflows to automate sales pipeline.
- Project Management - Automate workflows to never forget a task. Keeps documentation in one place. Tracks project finances and prevent protentional problems.
- Email Marketing - For marketing activities, sending bulk emails, collecting feedback, and generating leads.
eWay-CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Users have found the third-party integration of this software to be beneficial, enabling seamless use with other applications and improving overall organization and efficiency. The tool's effectiveness in managing emails and storing documents has been praised, along with its ability to enhance teamwork and collaboration within organizations. Users highly value the Outlook integration feature for streamlined management of customer information and data. By automating manual business processes such as project management and issue tracking, the software saves users a significant amount of time. Its wide range of features allows for convenient and efficient customer management. The centralization of customer data in one place greatly facilitates informed decision-making. Exceptional customer support from the tech team has received positive feedback for providing quick and effective assistance. This software is used by various roles within organizations, including key account managers, project managers, advisors, and directors. It is viewed as a valuable investment that meets the needs of users across industries such as insurance and manufacturing. Satisfaction remains high with continued use over time.
Seamless Integration with Microsoft Outlook and Office: Users appreciate the seamless integration of eWay-CRM with Microsoft Outlook and Office, allowing them to access CRM functionalities directly within the Outlook interface. This feature has been mentioned by a significant number of reviewers, who find it time-saving and convenient for tracking and managing customer interactions without switching between apps.
Customizable and Scalable Options: The customizable and scalable options offered by eWay-CRM are highly valued by users. They have praised the ability to tailor the tool to their specific needs, including customizing fields, forms, workflows, and reports. This flexibility in customization has been highlighted by many reviewers as a positive aspect of the software.
Effective Team Collaboration: Users emphasize the importance of team collaboration in their reviews and find eWay-CRM effective in promoting collaboration and teamwork. The ability to share customer data, contacts, tasks, and projects within the tool facilitates effective collaboration among team members. Real-time information updates, progress tracking, task assignment features, and easy communication further enhance teamwork capabilities within eWay-CRM.
Complex and difficult to navigate: Several users have found eWay-CRM to be complex and challenging to navigate, particularly for those who are not tech-savvy or have limited experience with the software. This has resulted in frustration and a steep learning curve for some reviewers.
Occasional technical issues: Users have encountered occasional technical issues while working with eWay-CRM, including bugs and crashes on a daily basis. These issues disrupt their workflow and can be frustrating to deal with.
Limited customization options: Some users have expressed a desire for more customization options within eWay-CRM. They would like the ability to customize fields and layouts without relying on support staff, allowing them greater flexibility in tailoring the software to their specific needs.