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.
Covers everything needed to maintain my client list and stay on top of what's happening. The customer support is friendly and responsive.
Has a tendency to crash or slow down laptop as infrequent, random times.
Filtra le recensioni (450)
Filtra le recensioni (450)
More and more happy with eWay
Commenti: Great CRM integrated in Outlook
e-WAY has been a great tool for us for some time now, but with the last new updates and our customizations, it became very straightforward and easy to use.
Nothing really. At this moment we have everything we need.
eWay - easy way to controll yout business
Commenti: We are eWay as our CRM for everyone - KAM, project manager, advisors, administrative for training, director and me. Every day is used and is there is any problem, we need it to be fixed as soon as possible - without eWay we have no information.
Features and logic and improving. You can customize the SW as you need and if you know how, you can do it by yourself.
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.
eWay is a simple tool with many functions in
Everything is fine, I can't evaluate the flaws.
Contact Management - Replacing Business Contact Manager
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.
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.
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.
Exceptional value for money when comparing the features. Especially for the lifetime licence.
Commenti: Great service, convenient and value for money.
Extremely convenient despite the broad array of features.
I find some of the customizations a little challenging to achieve exactly what I was hoping for.
Commenti: Overall I am happy with eway CRM.
eway CRM is an excellent CRM and fits my needs. The two features I like the most are it work within my Microsoft 365 and I can easily convert deals into projects.
The tack figure I believe needs more development
Commenti: 5 out of 5. One night on tech support, the [sensitive content hidden] himself jumped on to solve an issue, as part of regular liasing with customers. Thanks [sensitive content hidden]!
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
nothing really, there isnt much that stands out that I would change
Exactly what you need as Outlook user
Commenti: Very positive. Also a very helpful team behind.
Integration in outlook, real database behind, customizable for our needs
That it is necessary. Outlook should work like this out of the box.
The Customizable CRM Platform That Meets Your Business Needs
Commenti: My overall experience with setting up eWay-CRM for the client was highly favorable. The platform's installation and configuration were straightforward, and the wealth of customization options empowered me to adapt the platform to the client's unique requirements. Although certain advanced features might demand supplementary training or assistance, I believe eWay-CRM is an excellent option for any organization seeking a customizable and user-friendly CRM platform
Among the aspects I appreciated most when implementing eWay-CRM for a client was the seamless installation and configuration process. The platform's setup wizard proved to be user-friendly and intuitive, making the installation swift and hassle-free. Moreover, the integration with Microsoft Outlook facilitated the setup and customization of the client's email and calendar integration.Additionally, I found the extensive customization options offered by eWay-CRM to be truly commendable. The ability to adapt the platform to the distinct needs and workflows of the client was a significant advantage. Consequently, I managed to create tailor-made fields, views, and workflows that impeccably catered to the customer's specifications
In line with my experience utilizing the platform, I faced no substantial challenges or setbacks during the eWay-CRM setup for the client. Nonetheless, I observed that some of the more sophisticated customization options could be slightly intricate for non-technical users. As a result, it might necessitate some guidance or training to ensure these features are configured accurately and function as intended
Brilliant and outstanding CRM Platform.
It makes it simple to capture and generate new qualified leads.It is simple to send and track engaging emails with eWay-CRM.It makes it easier to manage projects effectively.It is simple to accelerate and track sales activities with this tool.
I haven't experienced anything to regret so far as this tool achieves all our organization objectives and goals.
Commenti: It is working as we need. Mostly eWay support team are faster than us :)
Adaptability by myself - for most edits I don't need contact support
Bugs from MS Outlook are transferred to CRM
Commenti: Using the software for more that 6 years, with growing number of users and still happy with the product.
Most important is the seamless integration with MS Outlook, which is our main tool. We don't need another system to log in and to work with. It helps with integration and motivates users to work with the CRM system without troubles and helps keeping all the data and proceses tidy and up-to-date.
Sales statistics could be better. We use our own system.
Commenti: I really like the solution which perfectly fits my needs!
Integration into my existing Outlook system, easy use and excellent customer support!
Occasional Java related errors which require Outlook restart. Latest version caused conflict with one of my Outlook plug-ins which stopped working...
Super Customer Service
Commenti: Top notch company. Everyone we dealt with was supportive, not pushy, knowledge and went over and beyond to help us make the most of the trial. Although I am still on the trial, I already know that we will be customers for a long time.
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.
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!
a CRM is not a CRM if it's not inside your office email app
Commenti: I've evaluated at least 20 CRMs before coming across eWay CRM. The key for me was to search for "outlook integrated CRM". Dynamics CRM from Microsoft was the closest second-place candidate, but implementing what eWay already does out of the box, would have been very costly to implement and by default is already too expensive for a small company. My team and I were forced to work with a few CRMs before and eWay was the first and only CRM which ever gained only positive remarks amongst a team of engineers who normally see no benefit in even using a CRM.
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.
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.
My eWay-CRM Review - A Great Experience
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.
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.
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.
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.
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!
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.
Familiarity - this really works the way you do (if you're over the age of 20!)
Commenti: Overall, we're pleased with the experience from both a user and customer service perspective although of late the latter may have dropped a bit. The fact that the product is being continually improved upon shows that the vendors are focused, vested and attentive.
It's not just that eWay-CRM sits on top of MS Outlook, there are many other add-ins that do that; its that it's been designed to work 'within' Outlook the way that most Outlook users 'think' and work that makes it so appealing for professionals of a certain age who grow up using Outlook 2007, 2008, 2010, 2013 and 2016. It feels like 'home', renovated without spoiling the original 'wood floors and period features.
The lack of ability to provide its models and menus with alternative display names/headings is disappointing. The default names of "Deals" and "Projects" don't lend themselves well to certain categories of work or geographical preferences. For instance, we would prefer to use "Enquiries" instead of "Deals", and "Cases" instead of "Projects" in some circumstances.
Commenti: Eway helped us organize the various activities of the company and allowed us to easily track the profitability of individual orders. We also have better control over the work of individual employees, as each one records their attendance on individual projects.
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.
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
Looking for a CRM as an Outlook integration? Look no further!
Very easy to install and set-up. An unlimited, stand-alone version can be downloaded and installed for free. Try it! Perfect also for one-man business use, if you do not need the cloud.
Very easy to customize using Outlook integrated tools. Easy to administer.
Users were already productive and up to the task after a 2 hour in-house workshop.
Very flexibel and efficient, designed for smaller companies that do not have to and want to go through an endless project set-up, but are pragmatic and hands on. If you need to integrate into a large server, network environment and security/compliance environment, maybe talk to the eWays first.
One of the smartest add-ins into Outlook, truly adding value to the most widespread, important groupware client and something Microsoft should have done longtime ago and failed. It does what it should do. It is stable, integrates elegantly, is easy to customize, works through cloud sync and can be used offline. App is great as well. Service is very responsive. It has an exceptional design for smaller organizations, our users love it. You only need one client - Outlook with eWay-CRM. Also, great value for money.
It only runs on Windows desktops, but supports Iphone and Android. We solved the problem on Apple desktop with Parallel Windows emulation. It works. As a company and a user you need to understand the concept and limitations of an Outlook integrated solution vs a stand-alone, web-based solution. Understand this and if you can live with that, eWay-CRM is great.
eWay for Technical Sales
Commenti: Very comfortable with my sales process - no more wishing that it could be better!
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.
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.
Best CRM integrated with Microsoft Outlook
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.
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.
Our experience with e-Way
Commenti: Positive - it does everything we need it to do for us now, and we can see that it has lots of extra features we can explore and use as our experience, data base and company grows.
Although there were some early issues with our use as an add in with Outlook, it appears that E-way did resolve these and the product has been very stable and reliable ever since. Ultimately this is the most important aspect for me - to be able to rely on the software package to provide the answer when I need it. Too many other ad in type software slow the performance of the software that they are connected to.
I haven't made the most of the software itself, and tend to export data to excel to process, simply because its a software package I know well. I know this is just a time commitment thing and that I should spend the time to learn the full abilities of E-way.
eWay - The Way Forward
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.
Integration to the most used software on any desktop - Outlook.
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.
The Best CRM for Outlook
Commenti: Thanks to the eWay-CRM system, we managed to increase our sales, we have an overview of orders and employees.
This product is very easy to use. I like the ability to connect to other systems.
Currently eway-crm contains all our requirements.