Avaliações do eWay-CRM

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

Comentários: I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager.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

Vantagens:

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.

Desvantagens:

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.

New eWay User

Comentários: I am enjoying it so far & love that it is all in Outlook.

Vantagens:

That it integrates with Outlook very easy. I am looking forward to seeing what this CRM will do.

Desvantagens:

I have not learned how or if this will allow you do send multiple personalized emails from the task list yet, to hit multiple people on follow ups with one email.

Honest opinion

Vantagens:

Nothing comes to mind.

Desvantagens:

For me, E-way CRM is not very clear and intuitive. On a small laptop monitor, I constantly have to zoom in, zoom out, and move windows around. I am always missing a part of the workspace. I often have to reinstall the entire Outlook plus Eway for it to work correctly again. And most importantly, it significantly slows down Outlook during startup.

excelent value for money

Comentários: My overall experience with eWay-CRM has been exceptionally positive. The system is highly intuitive and seamlessly integrates with Outlook, making it easy to manage our sales pipeline. Its comprehensive features for contact management, deal tracking and project management have streamlined our workflow and improved our sales efficiency. Additionally, the customer support team is responsive and helpful, ensuring any issues are promptly resolved.

Vantagens:

I highly recommend e-Way for sales tracking and lead management. It has transformed our sales process with its user-friendly interface, comprehensive features, and seamless integrations. e-Way is a game-changer for any sales team.

Desvantagens:

Repoting seems to be a little bit complicated.

eway review

Comentários: generally better at the start of the contract, jiri was excellent and very helpful. the support team is also very helpful, however not very flexible when it comes to the charges for things in the system i/e mistakes etc. i understand that there are busienss costs etc, however if thats the case that peopel can make mistakes, it should also be the case that the systme should allow a user to rectify those mistakes i/e restoring a deleted field.

Vantagens:

easy to use system as long as you dont make any mistakes.

Desvantagens:

accidentally removed a field from the system and to have it restored would cost us a support fee..

eWay-CRM experience

Comentários: Implementation of eWay-CRM was the right choice for our company. It made order in all active and possible projects, internal projects included. Everyone in company uses it daily.

Vantagens:

- User friendly enviroment - Everything about company projects is placed on one place and accessible for anyone who has rights - Nice and helpfull customer support

Desvantagens:

- For correct work you need to set rights for every user, kategory (group of users) without mistake (its not that hard and then it works nice) - none

My eWay CRM review

Vantagens:

Easy to use application, integration into outlook.

Desvantagens:

Sometimes problem with application update.

Good CRM system

Comentários: Easy to use, happy with the software and all needed important information about our projects is possible to find in seconds.

Vantagens:

UI is very user friendly. Good filtering.

Desvantagens:

Change the price and other fields from the Lead overview chart

Boosting Productivity with eWay

Comentários: I am really happy with it, especially since it’s all in Outlook. It’s easy to use, makes saving and assigning emails to projects simple, and I recommend trying it.

Vantagens:

It was easy to use, integrates well with Outlook, and lets me track data from my emails in the CRM.

Desvantagens:

It makes Outlook slow at the start and sometimes has issues working with it.

Brand protection consultant

Comentários: The tool is simple and effective.
It allows you to keep in touch with prospects by email.
Good contact management.

Vantagens:

Its simplicity and speed. The simple design makes it easy to find what you're looking for.

Desvantagens:

The time to adapt at the application. It's no longer easy to understand how to save emails in a contact.

eWay ... absolutely!

Comentários: 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.

Vantagens:

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.

Desvantagens:

The admin panel is a little confusing.

CRM for Research and Technology Organisation (RTO)

Comentários: 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.

Vantagens:

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 .

Desvantagens:

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.

Great CRM directly integrated to Outlook

Comentários: Solved contact management - data is shared in the company, in one place. Also solved storing important information client relevant - e.g. contracts, dates of effect of Power of Attorney etc.

Vantagens:

All contacts in one place, integrated to Outlook, sync to Exchange so that contact info is accessed when searching for email address of a recipient. Also synced to Android contact list. And not just contacts but also companies as clients, suppliers as well. Super cool is adding tens of new data fields to contacts, companies, so we could scrapped multiple excel spreadsheets. Emails are automatically paired to contacts and companies - I can check emails of employees to clients, if I want to, even though I am not cc'd :-) And there are plenty more cool features I couldn't even imagine we needed :-)

Desvantagens:

Some sync issues occured - even to Outlook but mostly to cellphone when it can be messy, clunky and needed wiping of all synced data and resyncing completely. Also even though UI is friendly as Outlook can be, it took me a while to understand the logic and correct ways how to handle different things in the app.

Satisfied customer

Comentários: Using the software for more that 6 years, with growing number of users and still happy with the product.

Vantagens:

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.

Desvantagens:

Sales statistics could be better. We use our own system.

Happy Customer

Comentários: I really like the solution which perfectly fits my needs!

Vantagens:

Integration into my existing Outlook system, easy use and excellent customer support!

Desvantagens:

Occasional Java related errors which require Outlook restart. Latest version caused conflict with one of my Outlook plug-ins which stopped working...

Hatch & Kirk eWay experience

Comentários: Overall this is an amazing product that WILL help your company improve its sales and customer connections. Perfect for a smaller company that is looking for extensive features and keeps it simple by integrating into your existing systems!

Vantagens:

eWay has been a huge improvement for our company, the ability to track long-term deals, check customer account activity and share important information between our sales teams.

Desvantagens:

Hard to teach older employees how to use the software, some redundancies, outlook will disable to eWay system due to the added strain on the system, slower load up times and often times information will need to be imputed into a deal that already exists within the customer profile.

Review CRM from LP

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

Vantagens:

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

Desvantagens:

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

My eWay-CRM Review - A Great Experience

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

EWay CRM

Comentários: 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]!

Vantagens:

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

Desvantagens:

nothing really, there isnt much that stands out that I would change

Customized software merged with Office product

Comentários: 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.

Vantagens:

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

Desvantagens:

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.

Why eWay-CRM?

Comentários: 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.

Vantagens:

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!

Desvantagens:

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.

ORKAN review

Comentários: 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.

Vantagens:

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.

Desvantagens:

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!

Comentários: 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.

Vantagens:

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.

Desvantagens:

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 review

Comentários: We use eWay since 2009, mostly as a contact database, to track attendance and few customized reports. Overall we are satisfied, switching to Enterprice licence now so as a strategic plan for the future I personaly value that we can use our current licences. Thus the dislike as the monthly fee to rent the licence is expensive.

Vantagens:

We value our customized reports which compare our data from attendance to profits on each client. The use of eWay is not difficult, only time consuming to some employees working on different agendas.

Desvantagens:

The posibility to buy a licence have been disabled. Also since we use eWay for many years, our database is big and we noticed the start of outlook is slow, often outlook blocks eWay and sometimes it takes time to load report or open an module.

Awesome work for a reasonable price.

Comentários: Keeping up with Hospital accounts and Hospital clinics and employees can be an information chase but not with e-way.
It has been great for doing the same on my manufacturing side of life as well.

Vantagens:

I really needed a CRM/Business Contact Manager that is plugged in and could be available from the toolbar in Outlook. It is available on my android or iOS device and other PCs and Mac's. The price is perfect for the product and not prohibitive. The abilities are deep and very capable.

Desvantagens:

I have not found anything I have not liked. There are some features within e-Way that I do not have a need to use but nothing, I don't like.