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.

Video di eWay-CRM
eWay-CRM Software - 1 eWay-CRM Software - 2 eWay-CRM Software - 3 eWay-CRM Software - 4 eWay-CRM Software - 5

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4,6 (318)
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24,00 USD
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Recensioni su eWay-CRM

Punteggio medio

Nel complesso
4,6
Facilità d'uso
4,5
Servizio clienti
4,8
Caratteristiche
4,5
Rapporto qualità-prezzo
4,7

Recensioni per dimensioni dell'azienda (numero di dipendenti)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Trova recensioni per valutazione

5
64%
4
31%
3
4%
2
0%
Nick
President (Canada)
Beni di consumo, Lavoratore autonomo
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Simple to Use and Integrated

4,0 mese scorso Nuova

Commenti: Better organization of contacts

Aspetti positivi:

Integration to Outlook removes another need for a product to manage sales

Aspetti negativi:

Still exploring the full version no opinion yet on features

Michael
Sales Manager (USA)
Servizi ambientali, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

A solid CRM package that is easy to implement and fully interactive with Outlook

4,0 4 mesi fa

Commenti: We are pleased overall. The package has enough features to be very useful, and overall acceptance is a key to success. The initial acceptance gained by the package's simplicity were dampened by the Contact synchronization issues we have experienced. If you need something quick and easy to implement, eWay-CRM is a good choice. I suggest having an administrator assigned that has time to explore the way features work and to develop reporting.

Aspetti positivi:

We are a rep sales company, and were attracted to eWay-CRM because it was fully incorporated into Outlook, and this took advantage of everyone's familiarity with the Outlook interface. This made the package very easy to implement. It was also priced attractively, and the number of users and cost side is easy to manage by the administrator (no complex contracts to manage). eWay-CRM has the features required to track and manage our customers and the people (contacts) that we interact with at each. It also has the ability to track sales opportunities through purchase and fulfillment to the project completion stage, which was one of the features we needed.

Aspetti negativi:

The package is light on pre-packaged reporting, which limits its usefulness right out of the box (although this may be a welcome blank-slate to some who want to create their own reports). The data is readily accessible and exportable, making that easy enough, but it means extra steps to make it useful. It is an add-in to Outlook, which means it has (or creates) some quirky faults, failure-to-load, etc. Also, it is very particular about how you roll out updates, requiring a bit of a coordinated process. Although it is fully interactive with Outlook, the coordination between Outlook contacts, the eWay-CRM Customer and Contact records, and external emails, can sometimes be ineffective, resulting in duplicate records.

Douglas
Owner / Sales Engineer (USA)
Opere pubbliche, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Alternative considerate:

Tied at the Hip with Outlook

4,0 anno scorso

Commenti: I've deployed eWay with 2 of our 3 salesmen. Still trying to get a feel for full extent to which we will utilize it. Eventually, will deploy it to the newer, third salesman -- but not sure that he will utilize. I was disappointed with custom report capability (without SQL programming), but when I learned to use the filters, my needs were met (for now). eWay offered to do the custom programming for a fee, but the bennefit didn't justify the cost. Overall, I appreciate the close integration with Outlook and, at the end of the day, that is what prompted me to select eWay over other alternatives.

Aspetti positivi:

We absolutely wanted (and found) an add-in to Outlook that would prompt for Sales Lead association upon sending an email. We can go about our normal business and it will prompt us for association -- as long as the contact is in the database.

Aspetti negativi:

Cost is higher than expected....but partly because I have to pay for extra storage. - When we associate an email (or email chain) with a Sales Lead, all of the messages with that lead are stored on eWay. - The problem is that we send and receive many large attachments. - We wish there was a way to not store attachments.

Risposta di eWay System

anno scorso

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

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 2 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.

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 2 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.