Da 15 anni aiutiamo le aziende italiane
a scegliere i migliori software

Informazioni su eWay-CRM

Componente CRM aggiuntivo per Outlook che aiuta a gestire contatti, vendite, progetti e invii di e-mail. Ora disponibile su iOS/Android.

Ulteriori informazioni su eWay-CRM

Aspetti positivi:

Covers everything needed to maintain my client list and stay on top of what's happening. The customer support is friendly and responsive.

Aspetti negativi:

Has a tendency to crash or slow down laptop as infrequent, random times.

Valutazioni di eWay-CRM

Punteggio medio

Facilità d'uso
4,5
Servizio clienti
4,7
Caratteristiche
4,4
Rapporto qualità-prezzo
4,5

Lo consiglieresti?

8,6/10

eWay-CRM ha una valutazione complessiva di 4,6 stelle su 5, calcolata sulla base di 578 recensioni degli utenti di Capterra.

Hai già usato eWay-CRM?

Condividi la tua esperienza con altri acquirenti.

Filtra le recensioni (578)

Fernando
Fernando
Owner (USA)
Utente LinkedIn Verificato
Consulenza manageriale, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

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

5,0 3 anni fa

Commenti: I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager.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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Jason
Paralegal (USA)
Studi legali, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

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

5,0 2 mesi fa Nuova

Commenti: 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!

Aspetti positivi:

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.

Aspetti negativi:

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.

Agnieszka
Project Manager (Cechia)
Ambiente ed energie rinnovabili, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

I don't like eWay at all

2,0 mese scorso Nuova

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

Aspetti positivi:

Probably the search bar. nothing else comes to my mind

Aspetti negativi:

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the whole MS Office, annoying attendance form - no possibility to fill in the form automatically, annoying filters, outdated look

Petr
salesman (Cechia)
Commercio all'ingrosso, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

eWay review

5,0 3 settimane fa Nuova

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

Aspetti positivi:

easy to use and work with it, good structure

Aspetti negativi:

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"

Lukáš
Energy auditor (Cechia)
Architettura e urbanistica, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Review CRM from LP

4,0 2 mesi fa Nuova

Commenti: My experience is good. In general, I don't have any really negative experiences. I like the clarity of CRM.

Aspetti positivi:

Simplicity and clarity. Easy assignment of tasks, overview of projects.

Aspetti negativi:

Time planning of work (but this is determined by the type of work performed)

Jeffrey
President (USA)
Industria edilizia, 2-10 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Newbie, first look at EQay-CRM

4,0 2 mesi fa Nuova

Commenti: so far so good, would benefit from onboarding by eWay tech support.

Aspetti positivi:

1. Integrates with outlook 2. seems to be easy to setup 3. Tutorials are extensive.

Aspetti negativi:

1. Get rid of the AI bot in the tutorials. 2. Still a little bit confused about when to use online or desktop version, dependent on the version of outlook, could be better explained.

VISHAL
ceo (India)
Industria alberghiera, 2-10 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Outlook based crm

4,0 3 settimane fa Nuova

Aspetti positivi:

I can use the emails in outlook itself to input data in CRM and track it.

Aspetti negativi:

It slows down the outlook software in the starting.

Utente Verificato
Utente LinkedIn Verificato
Servizi e tecnologie dell'informazione, 501-1.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

eway online is a big help

5,0 mese scorso Nuova

Aspetti positivi:

I have used eway crm for some time now, but recently I have also started to work with their online environment and it has become my favourite platform almost immediately. It does not need the classic outlook, so I can work with this database traigh from my Mac or any other device. I can upload old emails from my outlook account there in bulk and for my projects, I can now use the Kanban view. That is a great help for my daily routine.

Aspetti negativi:

At the moment I do no have any negatives that would come to my mind.

Jakub
Executive Director (Cechia)
Arredamento, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

above standard

5,0 2 mesi fa Nuova

Aspetti positivi:

speed, availability, clarity, a wide range of filtering and information flow

Aspetti negativi:

We adapt and program what we don't like, so I can't currently name negatives of the program.

Adam
Production manager (Cechia)
Stampa, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Just works

5,0 2 mesi fa

Aspetti positivi:

Great implementation into outlook. Its pretty customizable to fit a lot of different aplications.

Aspetti negativi:

Sometimes its a bit slow. Also, it slows MS outlook down.

Mark
Owner (USA)
Assicurazioni, Lavoratore autonomo
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Contact Management - Replacing Business Contact Manager

5,0 anno scorso

Commenti: I am happy with e-Way CRM as it has fulfilled my need to stay on top of my insurance business with hundreds of clients. It has been a reliable solution.

Aspetti positivi:

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.

Aspetti negativi:

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.

Bob
Consultant (USA)
Servizi di informazione, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

eWay ... absolutely!

5,0 3 anni fa

Commenti: eWay has been a time saver for our consultants in the field and our staff in the office. With its integration with Outlook the learning curve was easy. The phone app was also easy to use. It is said the best application is the one you use. We use eWay every day! It is NOT an icon that just sits unopened on the computer / phone.

Aspetti positivi:

We want a CRM that would integrate with Outlook and be available on on iPhones. We looked at a variety of options ... tried several. Once we found eWay, we have never looked back. We have changed computers and phones several times since getting eWay and have sucessfully updated eWay on the new devices. On the few occasions we needed customer support, we were very pleased with the help received.

Aspetti negativi:

The admin panel is a little confusing.

Risposta di eWay System

3 anni fa

Hello Bob, thank you for your review! We are happy for your feedback. Team eWay

Karolis
Innovation manager (Lituania)
Semiconduttori, 501-1.000 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

CRM for Research and Technology Organisation (RTO)

5,0 3 anni fa

Commenti: At this moment I am happy with eWay and I have recommended my superiors to implement server version as soon as we get funding for it.

Aspetti positivi:

The thing I have chosen eWay is their integration to Outlook because then I do not need to open any additional program - everything is in place. Also, I like that I can simply click on an email and make it a new contact and everything is taken care. Also, it is nice to get excel report on contacts and companies because I need those to report to my superiors .

Aspetti negativi:

Well, at this moment I am not a power user and I am not fully familiar with all the functions so I can not say any bad things. In the future when we will get full version of the software, it will be very important for us to make task for other users. I could not test this function yet.

Colin
Franchise Principal (Sudafrica)
Servizi finanziari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Exceptional value for money when comparing the features. Especially for the lifetime licence.

5,0 anno scorso

Commenti: Great service, convenient and value for money.

Aspetti positivi:

Extremely convenient despite the broad array of features.

Aspetti negativi:

I find some of the customizations a little challenging to achieve exactly what I was hoping for.

Milan
marketing&strategy manager (Cechia)
Macchinari, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Amazing product

5,0 2 anni fa

Commenti: We are tracking sales of ED machines. From leads mangement to the very end. Sales team can easy share all information, managers see how it continues.

Aspetti positivi:

eazy to use, the best value for money, Sales rep. like it, especialy a mobile version, which helps them to be up to date while the y are on the business trips

Aspetti negativi:

Honestly, I haven't found anything like that

Thomas
President (USA)
Telecomunicazioni, 11-50 dipendenti
Ha utilizzato il software per: Prova gratuita
Fonte della recensione

Alternative considerate:

Just getting started- but impressed

5,0 2 anni fa

Commenti: We had an excellent experience. Their team (lead by [SENSITIVE CONTENT]) did an excellent job bringing us along with the trial. Easy integration into our workflow is key

Aspetti positivi:

The MS Out look plug in aspect of the product makes it incredibly easy to adopt and integrate into daily workflows.The ability to adapt the product and configure it to meet our needs without an outside consultant makes it possible to get the CRM we want without all the extra questions, costs and consulting

Aspetti negativi:

Still learning- nothing to negative at this point.

Nick
Account Manager (USA)
Industria edilizia, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

My eWay-CRM Review - A Great Experience

5,0 3 anni fa

Commenti: First , the use of eWay-CRM youtube tutorial videos are both well structured and informative. They provide excellent means to explore and learn about key features of their program. If you run into an issue you can email a application customer service representative to resolve a simple navigation issue via an email reply or asked to be called for a in-person explanation. An Application CSR has responded to my email inquiries usually within 6 hours or the following morning. My usual Application Customer Service Representative or eWay-CRM's job title designation; "Customer Success Manager", [SENSITIVE CONTENT HIDDEN], has been a great resource to assist me in addressing new features or navigation issues. If you determine that you would like a in-person online remote access learning session, that may be scheduled. The fee for an in-person zoom learning session is reasonable. The bottom line is that my investment in eWay's CRM has simplified my daily organizational activity and help me enhance my marketing efforts and grow TRI-WEH Restoration's business.

Aspetti positivi:

eWay-CRM provided complete and affordable turn key migration of my 2013 Microsoft Outlook with Business Contact Manager database [Microsoft SQL server .bcm formatted database] to their CRM program. Most of their competitors did not. The dashboard/display format for both Company and Contact information is complete and easy to change information fields. A photo field for each contact is displayed in both the laptop and phone App device. Having the photo integrated into the contact fields of my Apple iPhone App was very important in my decision to select eWay-CRM. Likewise, a key feature to be able to customize both the Company and Contact main dashboard/display view was important. Their software is very simple to both add and position the field on each page. For example on the main contact page I added a field to list the contacts' spouse and children plus a "general note field" to the right of the contact's name, company, physical address, email address etc. After a 1/2 hour online training session with one of their Customer Success Representatives and with the help of their excellent youtube tutorial videos, I found the Marketing Campaign/Bulk email setup intuitive and relatively easy to complete. Simple metrics of the number of people who received a campaign/bulk email are provided plus mailing errors are placed in your email inbox at no additional charge. Management reports to review members of your marketing/sales team activity are sufficient for my review.

Aspetti negativi:

Base on my current knowledge of the eWay-CRM software program, I have, to date, not found a method to link an email within my inbox to a one or more contacts other than the contact who sent me the message. I believe a feature where you can search for any contact within your database to attach a copy of this email message to their email history is of value. Currently, I copy and paste the "email text" within a journal entry for the contact that I want to record/link the email. This method involves several extra steps and is time consuming.

Jan
System analyst (Cechia)
Servizi e tecnologie dell'informazione, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Customized software merged with Office product

5,0 anno scorso

Commenti: Overall, the reviewed application has a positive outlook as it is directly linked to Office without the need for additional installation or linking. It has a comprehensive interface and custom development options are available. The technical support team is responsive to ensure that the application functions smoothly. However, there have been some reported issues with updates and limitations with the local SQL Express server. Additionally, improvements could be made to better integrate with Office, such as respecting autosave and aligning text formatting with MS Office formats and keyboard shortcuts.

Aspetti positivi:

The application is linked directly to Office, no additional installation or linking is required.The application has a very comprehensive overall look and feel and custom development can be arranged.Technical support strives to ensure functionality in the event of an outage or glitch

Aspetti negativi:

Application updates sometimes have problems after deploymentThere is a problem with the limitation for offlining the database, since it runs locally on the SQL Express server (local db). The integration with Office could be better - for example, it does not respect autosave and repeatedly circulates 3 autosave queries (1 from Office and 2 from eWay) when editing a document. Text formatting could be better aligned with MS Office formats, including keyboard shortcuts.

Jim
Owner (USA)
Assicurazioni, Lavoratore autonomo
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Why eWay-CRM?

5,0 2 anni fa

Commenti: eWay-CRM has done exactly what I had hoped/expected that a good program would accomplish for me in terms of organizing, retaining, recalling important contact data and information; it has improved my interaction with and efficient use of MS Outlook and Office, thereby smoothing my processes and routines; and I am looking for significant email marketing results to materialize from its optional marketing add-on.

Aspetti positivi:

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!

Aspetti negativi:

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.

Eliot
President (USA)
Ricerche di mercato, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Great Software

5,0 3 anni fa

Commenti: We use it to keep track of or customer interactions.
Improves customer relationships.

Aspetti positivi:

It works... all the time. Sounds like a basic, but contact software can often be flakey. This platform is very stable. Other positives, very easy to learn, runs fast, doesn't take a lot of key strokes to do most tasks. Also, they are always updating it.

Aspetti negativi:

There are no major outages on how we use it. Small things. Stronger custom reporting. I wish the Journal calendars were better integrated.

Utente Verificato
Utente LinkedIn Verificato
Graphic Design, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

My Review for eWay-CRM

5,0 11 mesi fa

Commenti: It centralize customer data in one place that makes it easy to make informed decisions.

Aspetti positivi:

With eWay-CRM, I am in a better situation to customize and send high volume outbound marketing emails.

Aspetti negativi:

It’s been three years ever since I implemented eWay-CRM and I barely encounter flaws.

Michal
CEO (Cechia)
Forniture e materiali, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

eWay long experience

4,0 anno scorso

Commenti: Overall satisfied

Aspetti positivi:

Possible integration with other SW (accounts, email campaigns), Custom form designer available for admins, sharing useful views on database, reporting, trouble-free SW updates, Outlook integration and email management, Guides for effective operation in Outlook (MS office) and implementation of time management advices into a guide designed arround eWay. Mobile app available for basic contact/lead management

Aspetti negativi:

Word export templates are typically longer to setup process. Missing possibility to see selected customer locations in a map, graphical scheme with stage of lead in a pipeline

Nick
Freelance (Spagna)
Servizi e tecnologie dell'informazione, Lavoratore autonomo
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Remote freelance consulting user

5,0 2 anni fa

Commenti: Solid and feaure rich CRM, well planned with minimal "bugs" - that I had expeienced. With timely and responsive supported from online FAQs and reliable knowledgable personnel when needed.
Overall gets my vote as an Excellant CRM!

Aspetti positivi:

Since the begining it has been a well thought out intuitive CRM system that over the period of use has been updated and improved based on user feedback to ensure E-Way continues to provide advanced useful features. The software is intuitive with tools and features well placed on-screen's real-estate.

Aspetti negativi:

Perhaps more integration between Account and Contacts WRT the account's contact profile management wrt internal circle of politics! Since major account management heavily relies on the interaction between internal managers to progress deals and projects.

Jakub
Sales staff (Cechia)
Forniture e materiali, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Review

5,0 anno scorso

Aspetti positivi:

Easy of use; integration to our system; integration into Outlook;

Aspetti negativi:

some processes are not so intuitive as it can be

David
Director (UK)
Reti informatiche, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

eWay - The Way Forward

5,0 3 anni fa

Commenti: We have found the workflow for users dealing with clients on a daily basis who can identify a new lead can easily pass to sales and start a new sales workflow and interact with the team.

Aspetti positivi:

Integration to the most used software on any desktop - Outlook.

Aspetti negativi:

The only issue we have with eWay is the Add-in dropping off Outlook. Not sure if this is an Outlook or eWay issue but can easily be turned back on when Outlook decides to disable it.