eWay-CRM

Avantages

de toutes les fonctionnalité existantes dans cette application, celle qui me semble meilleures est la récupération des leads. car cela donne des opportunité de les avoir en clients dans les prochaines étapes

Inconvénients

Au début on pourrait se perdre mais après une bonne dose de formation il est agréable de l'utiliser

Avantages

that is modular, very flexible und built into the outlook as add-in

Inconvénients

some features to program is rather complicated, but with help of the videos of instructions it can be done

Avantages

The complete merge of my database from Outlook BCM 2010

Inconvénients

The time for webinars/Masterclasses are only scheduled for office hours in US.

Alternatives envisagées 

Pourquoi choisir eWay-CRM 

Pourquoi passer à eWay-CRM

Avantages

In new version headline's color. I always know where I am.
I can setting column list.

Inconvénients

Old version.
In Journal -Superior item is useless function.
In deal
-contract type is confuse function.
-other information (I do not know where the amount came from)
Importing sheets are difficult, especially at the end phase, like at company, deals etc.

Avantages

It is possible to trace an enquiry logged and see all relevant documents on one enquiry

Inconvénients

Fact that things duplicate themselves likes e-mails and documents in task but also placed on deal or contact while you can not create a second and so forth deal for the same client with the same e-mail address, you must delete e-mail address and add into notes

Avantages

clarity, speed, adjustability, simplicity, all customer information in one place, quick creation of newsletters... and more

Inconvénients

mobile app could be better, after creating a call log, I miss the simple ability to create a notification for a future call

Avantages

I like creating of a new contact via AI, New dates, occasions and marketing campaign.

Inconvénients

It's a shame that only the desktop version is possible for marketing campaigns. It's also not clear whether I'm logging into the desktop or online version.

Avantages

connected with outlook
simple export of the data

Inconvénients

new look is a bit chaotic
sometimes makes outlook slowly

Avantages

Easy and simple to use, the automatic linking of emails to various projects or deals is very valid.

Inconvénients

The integration of the tasks of the Online version with the New Outlook is not ready yet. I've been told that it should arrive soon.

Avantages

Connecting to Oulook. Oerall appearance and user approach

Inconvénients

Some illogical solution. For example, when a user is in multiple groups with different accesses.

Avantages

overview, clarity

Inconvénients

Support for users.

Avantages

eWay is by far the best CRM integrated in Microsoft Outlook. We were really screening the market for a CRM who is truly integrated into Microsoft Outlook, and the one that does it all right is eWay-CRM.

One of the best features is the possibility to design the forms and the fields that you need by yourself without any coding. And this also includes automated actions.

Inconvénients

There's nothing that we don't like. We have a server license that we host by ourselves with around 110 users. Sometimes the speed of the software is a bit slow for my opinion, but this could also rely on our server capacity and not on the software.

Alternatives envisagées 

Pourquoi passer à eWay-CRM

Avantages

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.

Inconvénients

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.

Avantages

Integration with desktop Outlook and other MS applications,
easyness of use, simplicity of user interface

Inconvénients

A bit complicated workflow management, non-perfect integration with Outlook tasks

Avantages

All information about orders and communication between customers and our company. Availability on both PC and phone.

Inconvénients

I would like to be able to mark projects with different colors that would indicate a certain status

Avantages

It is integrated with Microsoft Outlook.

Inconvénients

It looks like something out of the 90s. Super-complicated, slow, endless updates slowing down the rest of the system, not user-friendly at all. Maybe it's great for accounting, but it is the worst as a CRM. When I compare it to Pipedrive I used before in a previous company, it was so much better. Also, working with data is pain in the ass. I would like to but I can´t be bothered with this system. In Pipedrive, I could see visualizations of my targets, revenues, etc. at 1 click.

Avantages

Creating opportunities and projects directly from email.

Inconvénients

The report outputs are not very useful for us.

Avantages

Easy, quick and clear sharing of information.

Inconvénients

Sometimes slower response when the wifi signal fluctuates.

Avantages

e-Way is a top CRM for Microsoft Outlook, presenting easy information capture and retrieval, including invoices and client activity.

Inconvénients

While the UI can be complicated to navigate at times, it normally affords a great user revel in.

Avantages

Output and filter settings. Operational work in the system and data range.

Inconvénients

I can't think of anything. Everything works according to our wishes and requirements.

Avantages

it works like an application in MS outlook, we don't need to run another application or program

Inconvénients

In the email preview, it is not possible to find out whether the email is assigned to eWay

Avantages

Large amounts of important data in one place. It is well connected to Power BI.

Inconvénients

Sometimes it is lengthy to download reports.

Avantages

Workflows and features which fits our business

Inconvénients

Usability of web version is lower than Outlook's plugin, but Outlook plugin limits usage inside Outlook.

Avantages

Easy to use application, integration into outlook.

Inconvénients

Sometimes problem with application update.

Avantages

Integration of eWay into Outlook.
Easy data transfer between these programs.
Creating Opportunities from Email.
Easy archiving of Mail to Opportunity/Project.

Inconvénients

I'm not aware of a more serious deficiency