eWay-CRM

Avantages

connection possible with mobile device, needed for easy access on the road

Inconvénients

the clunky submenu's and trying to attach a document specifically to a certain journal in the account of a specific doctor

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

It's seamless integration into Outlook and working with attached documents.

Inconvénients

Not much negative to talk about. I'll have to think hard. Maybe the development that now mostly focuses on Outlook Online instead of Desktop. The table editing would have been great to have on desktop.

Alternatives envisagées 

Pourquoi choisir eWay-CRM 

Logiciel antérieur 

Pourquoi passer à eWay-CRM

Avantages

It is integrated with the Outlook - no other application needed. Integration with the MS Office completely. Mobile application available and works.

Inconvénients

Sometimes slowing down or reducing performance of Outlook.

Alternatives envisagées 

Pourquoi passer à eWay-CRM

Avantages

E-way CRM is easy to use, and easy to filter out what information you require

Inconvénients

E-way CRM slows down a lot of my other applications on my laptop. Additionally, sometimes Microsoft disables the add in if there has been any conflicting issues

Avantages

The modules are almost limitless in their customization options which allows us to design module types that perfectly support the most efficient workflows.

Inconvénients

That some feature changes still require the old admin settings. Though I am now comfortable navigating the old settings, it makes it more difficult to allocate responsibility to others sense it's a different dashboard that is designed differently than the new admin portal.

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

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

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

The flexibility, I could set it up to answer all my needs as an insurance broker

Inconvénients

The price, its a great product but it is expensive.

Avantages

connected with outlook
simple export of the data

Inconvénients

new look is a bit chaotic
sometimes makes outlook slowly

Avantages

Functionality: it just does what it says it does. For us it's a customizable CRM where we have tens of custom fields suited for our needs. Layout of fields is also customizable. We have all information about our customers in one place. And I also appreciate that it is (also) a desktop app which integrates to Outlook - I am not a fan of Online Outlook.

Inconvénients

Although it is currently understandable possibly due to technical impossibilities, I don't like, that the most useful new features are available only in online version of the app. I like, I want and I need the desktop version.

Avantages

Easy to use and quite logical to pick up for a small business owner who doesn't have much time to be able to 'play' to learn. The eWay colleagues are always so helpful if you have an issue.

Inconvénients

I would like more interconnectivity with LinkedIn and also standard apps - for example Xero, and Sales Navigator

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

works on top of outlook
it can be adjusted to our needs

Inconvénients

mobile app
some customizations that are impossible of doing
not being able to have a trigger with Zapier

Alternatives envisagées 

Pourquoi passer à eWay-CRM

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

One of the primary attractions of eWay-CRM is its high level of flexibility. It can be easily customized by the buyers to suit their own requirements, for example, it can be used for order management and communicate with clients. It is a vital tool for insurance brokers and remote workers.

Inconvénients

Some users find the app navigation quite difficult, additionally, every time the app gets updated, small glitches are seen.

Avantages

Outlook integration, Kanbanview in Online Version (would be great in Desktop Version)

Inconvénients

not easy possible to have different accounts (e.g. 2 enterprise, 12 private)

Avantages

it can be managed and updated from any area we are present.

Inconvénients

little difficulties in using the online web page. In ourlook the deals and contact entry is easy

Avantages

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.

Inconvénients

Repoting seems to be a little bit complicated.

Alternatives envisagées 

Pourquoi passer à eWay-CRM

Avantages

I was already happy with this product, but eway online is growing with new features like views sharing / email history sync and that was also a big help. I am also excited with the latest AI features like email summary or task suggestions - this will be a huge time saver. I had a chance to try it out and it looks correct, hopefully these AI features will grow even more over time.

Inconvénients

Lately I sometimes had to login every week to use the preview panel, which is a bit frustrating. But no other issues.

Avantages

Easy way to save, link, forward emails. Tasks, projects easy way to keep notes.

Inconvénients

If you perhaps save a document incorrectly - I cant find it again.
Passwords at all the documents is annoying when opening

Avantages

I like flexibility of eWay. I can change colomns, filters et.c

Inconvénients

I don´t like new design. I use old, because it is more practical for me. I like more lines when I am in the cart - Project. I can check, if i don´t have duplicity, forgotten category etc.

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

Integration in Outlook. Could be modified from our side. Mobile phone app. Imports and exports of data.

Inconvénients

Some modifications need to be done by creator and you have to pay fees.

Avantages

the possibility and the easiness of setting this CRM up in the format which suits your business best.

Inconvénients

When contacts move companies, you cannot just deactivate them and add them to a new company, this would give us tracebility of someone's carreer path

Avantages

Everybody can use it in office - highly recommended for remote working.

Inconvénients

Can be tricky to learn - you have to take time to learn how to navigate

Avantages

MS Outlook integration; Right-side plug-in panel, allowing, i.a., adding new contacts

Inconvénients

The plug-in panel often shuts down, logs out, etc. This is supposedly not the fault of e-Way, but of Outlook itself. However, it doesn't change the fact that it is very inconvenient.

Avantages

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

Inconvénients

- 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

Avantages

Perfect compatibility with Outlook, clarity, easy to learn and use. Video tutorials and e-books.

Inconvénients

I do not know, there is no such a thing.

Avantages

The system is logical; if users use it as intended, it is completely clear and easy to navigate.

Inconvénients

Data searching is problematic. For example: If the column with the document ID is not displayed, but I need to search by document ID, the system will not find the document.

Avantages

Intuitive operation
Good overview
Ability to export data to Excel (very useful)

Inconvénients

I do not really like new appearance/layout of eWay. I am still using the old one.

Avantages

i like that you can easily add new project, deal etc

Inconvénients

the system layout is not very clear, I don't know all the functionalities of the system and they are not clear to me,
I don't know if it's possible to download reports

Avantages

- Good customer support
- Excelent integration on outlook
- Good customization options
- Frequent updates and new features release

Inconvénients

- Issue with recuring login screen pop up, losing focus of current task.
- No native integration on powerbi link feature.

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

I can tailor it to meet my needs very easily

Inconvénients

The software administration has a steep learning curve, making it challenging for not experienced administrator to get started.

Avantages

I most like a web version of that utility. For me is more easy to use.

Inconvénients

eWay-CRM like as add-in is for me worse to use, because i mostly must wait to load a data. And in web version, i can't load an emails or documents to some projects.

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

Communication with IT support is excellent. we can solve many things immediately by phone or remote management

Inconvénients

each software has its own logic of programming and use and its own nomenclature. at first it was sometimes more difficult to empathize with these words.

Avantages

easy user experience with clear informations

Inconvénients

Our internal system does not align with eWay's rights settings, which limits our ability to use it fully.

Avantages

Outlook Integration, Pipeline management, Mobile app with contacts synchronization and access to all data from the phone.

Inconvénients

Initial customization was not super intuitive and required several remote help sessions

Alternatives envisagées 

Pourquoi passer à eWay-CRM

Avantages

eWay-CRM, with its integration of Outlook and features throughout different devices, is an excellent tool for remote teams. The ability to trace inquiries, see relevant files, and keep the conversation clear is a great advantage.

Inconvénients

Using the software is never an easy thing and it cannot run without some mistakes after updates.

Avantages

Everything could be concetrated at one place, you dont need another system

Inconvénients

You need enough computer memory, other case run the EWAY slow.

Avantages

Probably nothing worth mentioning (and minimum of 40 charactest here - are you crazy?)

Inconvénients

It forces me to use the outdated, unfashionable and ugly classic Outlook or the web interface, which in turn lacks integration with email. In addition, when one would be willing to use the old Outlook (why, for God's sake!) and has a modern Copilot+ laptop with AArch64 architecture, everything is disgustingly slow and by the time Outlook boots up, I can make coffee. It's 2024, not the noughties where x86 is the only platform in the world.

So I use eWay out of necessity, not pleasure...

Avantages

easy to use, very practically integrated into the MS Outlook

Inconvénients

There were sometimes technical problems, when MS Outlook ban the e-way add-in.

Avantages

overview, clarity

Inconvénients

Support for users.

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

Fast and reliable performance with minimal crashes or bugs, providing a smooth user experience.

Inconvénients

The absence of structured, step-by-step training programs could make it difficult for users to fully utilize the software, especially for more complex functions.