eWay-CRM
Cos'è eWay-CRM?
Componente CRM aggiuntivo per Outlook ora disponibile su iOS/Android. Aiuta a gestire clienti, vendite, progetti e invii di e-mail. Con eWay-CRM è possibile condividere Outlook con il proprio team, monitorare la cronologia delle comunicazioni, pianificare i follow-up, automatizzare i processi aziendali e quindi gestire la propria attività in modo efficiente. Questo software è altamente personalizzabile e consente di creare campi utente, progettare layout di moduli e personalizzare flussi di lavoro e autorizzazioni utente.
Chi utilizza eWay-CRM?
Organizzazioni orientate alla vendita o ai progetti che utilizzano Microsoft Outlook.
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Recensioni su eWay-CRM
Anna
More and more happy with eWay
Commenti: Great CRM integrated in Outlook
Aspetti positivi:
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.
Aspetti negativi:
Nothing really. At this moment we have everything we need.
Petra
Alternative considerate:
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.
Aspetti positivi:
Features and logic and improving. You can customize the SW as you need and if you know how, you can do it by yourself.
Aspetti negativi:
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.
Jaroslav
1
Aspetti positivi:
eWay is a simple tool with many functions in
Aspetti negativi:
Everything is fine, I can't evaluate the flaws.
Mark
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.
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.
Colin
Alternative considerate:
Exceptional value for money when comparing the features. Especially for the lifetime licence.
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.
