eWay-CRM

Avantages

eWay CRM integrates so well with Outlook it is very easy to use.

Inconvénients

Nothing, eWay CRM meets all my CRM needs.

Avantages

We love how eWay is integrated with our Outlook. We always so many tabs open so it is nice to be able to have our tasks and projects in Outlook since we always have Outlook open anyways!

Inconvénients

The advanced project workflows are difficult to process, but thankfully we can request eWay employees to set those up for us!

Alternatives envisagées 

Pourquoi choisir eWay-CRM 

Logiciel antérieur 

Avantages

I work as the sale manager, so I use the most contacts, opportunities and marketing campaings.

Inconvénients

entering contacts and adress of customers to adress book

Avantages

Easy tracking of projects and opportunities. All communications, documents, and other information are in one place - project card, opportunities

Inconvénients

Program documentation that is not very helpful for setting up features.

Avantages

The CRM being integrated right in with Outlook Enterprise makes the its use of the program as CRM as easy as can be.

Inconvénients

Should be able to enter the time that a "Task" has been completed, so that the flow of work can be observed chronologically (i.e. If a Journal entry of a conversation with a client has been entered along with Task assigned to another team member which has subsequently been completed, it should be displayed in the correct chronological sense, rather than the Task being completed at 12 am)

Avantages

Easy to use. Lays right on top of Outlook which I love.

Inconvénients

I am still learning the system but so far so good.

Alternatives envisagées 

Pourquoi choisir eWay-CRM 

Logiciel antérieur 

Avantages

Very easy to use and if any issue comes team helps

Inconvénients

For now I cannot point out things..But least is.. If we are othet cou try based it takes sometimes a bit long

Avantages

Quick response, outlook platform - not another separate software.

Inconvénients

At the moment not aware of any difficulties while using this software. Perhaps paid massmailing campaigns.

Avantages

We like most the connection with MS Outlook. Also it is very detailed and we can track many categories. It was easy to implement it.

Inconvénients

Sometimes I would prefer easier and / or quicker synchronisation.

Avantages

Very good contact management - good record keeping of email engagements with members

Inconvénients

No bulk invoicing for member contacts - needs development

Avantages

task management, clarity, storage of important information

Inconvénients

frequent synchronization slows down the pc

Avantages

Integration with prior use of BCM. Has all the necessary features.

Inconvénients

Some aspects can be awkward and hard to determine. But tech help is very good. If you need help, the help is there.

Avantages

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.

Inconvénients

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!

Alternatives envisagées 

Pourquoi choisir eWay-CRM 

Logiciel antérieur 

Pourquoi passer à eWay-CRM

Avantages

The product is easy to use and useful for project and correspondence management.

Inconvénients

The product is useful in my business and helps to systematize and prioritize tasks.

Avantages

The integration to Outlook is just spot on. You don't have to go to another program, you just work your way right through your email client with all your contacts. Customization and combination with Pohoda is another bonus.

Inconvénients

Customization can definitely be upgraded and it would be fine to have customization.

Avantages

eway-crm is good software easy to use or contact mangement or lead managment is nice function has been properly work .

Inconvénients

eway-crm has been misplute the show error please on updated time to yime no big problem.thanks

Avantages

Clear entry of companies and contacts.

Inconvénients

I have nothing to complain about. Everything is alright.

Avantages

Really love i can connect my email with task, and eWay telling me when i sould do it. So i dont have to remeber everythnig!

Inconvénients

I have no idea, actually i really like this software, so i have nothing what i can say "like least about".

Avantages

Easy transition from Outlook BCM. Easy to get what I need. Free account is all I needed. Service is great. [SENSITIVE CONTENT HIDDEN] do a great job of looking after me.

Inconvénients

It would be nice if there was a way to connect exchange calendar with google calendar.

Avantages

Transparent, customizable and working lead management and tracking.

Inconvénients

It has been a while since I limited my usage of eWay solely for tracking and management of leads, but at that point, I was missing the option of invoicing from the system (in direct relationship with the timesheet entries), reporting tools for tracking team utilization, and related reports (typical for accounting and tax advisory firms). Moreover, the entire process from the origin of a lead to finished (and billed) project was bit too "heavy" in case of higher number of smaller projects.

Avantages

I like a connection with outlooke and simplicity of use

Inconvénients

I least sales reporting in the E.way. I need dashboard with overwiev of sales parformance

Avantages

Using with outlook. This help a lot to be in one app

Inconvénients

We have very good local support and onlie trainings

Avantages

I like use of this software in practise, direct integration within Microsoft Outlook and mobility.

Inconvénients

Not much, maybe just speed of integrating inovations.

Avantages

Project can be easily managed and monitored using this CRM. Integration with outlook is easy, simple and smooth to use. Value for money.

Inconvénients

Sometimes issues integration with other products and platforms

Avantages

ability to customise, integrates into outlook, new mobile app and automated objects.

Inconvénients

Out of the box reporting is a bit limited, relational hierarchy can be a bit tricky to get your head around at first, however has some excellent advantages once you do

Avantages

As an organization I needed something that integrated with Outlook. The addition of E-Way did not impact or change how the users used outlook. The integration is great!

Inconvénients

To setup a workflow via a 'deal' or 'project' the user needs to work with E-Way directly to get the right setup. The backend configuration by a novice user can be challenging.

Avantages

The software automatically saves from 'Outlook' saving time and effort and speeds up process of capturing information.

Inconvénients

There are a lot of tools on offer, so takes a bit of time to understand which is the most practical for our company to use to get the best benefit.

Avantages

Ease of use, integrated into Outlook, one time license fee.

Avantages

Ease of usage, outlook integration, clear simple interface and categories

Inconvénients

relies on outlook, sometimes is slow to load. it will be great if it was also available as a standalone app. web version is good but not as fully featured.

Avantages

Easy to use. Useful for saving documents from emails. easy system to manage.

Inconvénients

Has a tendency to crash or slow down laptop as infrequent, random times.

Avantages

The software well captures the process and data management aspects of customer relationship management without requiring large upfront customization.

Inconvénients

Functionality outside the CRM core comes with a rather limited feature set.

Avantages

We appriciate eway application for smart phones, which can our reps use in the terrain very easily.

Inconvénients

It is a pitty, that arranged appointments can not be transfered into the calendar.

Avantages

Connection with Outlook, autoamted saving e-mails.

Inconvénients

Deleting contacts, Bookkeeping (adding items)

Avantages

Its affordable. Easy to implement and teach.
There is mobile app for android and ios.
People behind customer support are skilled and kind.
User experience: you can customize some stuff, like adding fields of different types, conditional formatting, possible to disable parts you don't use

Inconvénients

Custom changes are pricey.
Mobile app doesn't have all function like in OT.
Customer support can take sometimes few days to get to your problem.
User experience: not very user friendly entering attendance, added custom fields are mostly not visible in filters across system (which can be pain to find what you are looking for), Reports are mostly useless, while moving to another pc not all settings are moved

Avantages

eWay software is a basis for my daily work. It has a very friendly and intuitive usage. It is an excellent help making all customers records, business oportunity records, having all relevant documents available on one place.

Inconvénients

We need to integrate eWay with other software.

Avantages

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

Inconvénients

Still exploring the full version no opinion yet on features

Avantages

Connectivity with Outlook is easy and fast

Inconvénients

Memory usage is high. More features in oulook vs 3655

Avantages

Easy to use, smooth integration, intuitive, lots of features and new are coming.

Inconvénients

Sometimes issues with Outlook and timeout.

Avantages

Easy to use and deploy in your organization, it has many features like sales management and product management using e-Way CRM tool. Easy to setup and deploy with minimal requirements.

Inconvénients

I do not found anything to complain about this product till date

Avantages

The integration with Outlook and the possibility to alter the set-up/design

Inconvénients

The design is a little bit dated, it could benefit from an more modern design

Avantages

The seamless interface with Outlook, to easily add & create leads & projects on the fly. Abilityto set reminders & also create marketing campaigns using this product makes it far more feature packed than many other higher profile products.

Inconvénients

Sometimes the synchronisation fails & it needs to be restarted again but that happens 1 in 10 times so its not a major deal anyway.

Avantages

It is very easy to use
Good overview
Many additional features

Inconvénients

None
I have not yet tested all features, I mainly use it to manage my customers (Mails, Journals, Infos)

Avantages

Impactfull - plugin Outlook, Quick synchronization, Easy user setting

Inconvénients

nothing, we have to pay for it?............

Avantages

I like most how eWay is flexible, customizable. Integration process in our firm was quite easy with the help of eWay experts.

Inconvénients

I would welcome if eWay was natively ready to connect to other system in order to share data, for example inventory managed in the accounting system, or if there was better support from eWay to do this connection via API.
Also mobile APP could be improved, such as better documents management, support of another modules (Goods, etc.).

Alternatives envisagées 

Pourquoi passer à eWay-CRM

Avantages

having access to all notes and reminders

Inconvénients

This can be too slow and crashes sometimes

Avantages

Direct integration into Microsoft Outlook. Marketing module. Easy and intuitive to use. Customer support.

Inconvénients

Sometimes a bit complicated to update a new version.

Avantages

This CRM is completely implemented in your Outlook application, so you don't need to open any additional software...

Inconvénients

System is little bit slower in some ways

Avantages

It's perfectly integrated with MS Outlook.

Inconvénients

It would have been nice to integrated a weekly timesheet more userfriendly that the one proposed.

Avantages

CRM is the best software for Outlook and I use it on Android/IOS both.

Inconvénients

Whenever there is any update in the software I face some bugs and it takes some time to take normal time slap and there is no automatic notification of new software updates.

Avantages

* embedded in outlook, no new tool to use or data to transfer
* easy to start, gradually use more functionalities
* extract data to excel for analysis

Inconvénients

* upgrading seems simple, but always causes problems in my case. they are easily fixed by the tech. people.
* standard reporting ... rather limited