eWay-CRM: Pricing, Free Demo & Features

Name: eWay-CRM
Rating: 4.1 (21 reviews)

Last Updated Jun 3, 2026

Overview

eWay-CRM: The CRM That Lives Inside Microsoft 365 Manage clients, sales, projects, and email marketing – all without leaving Outlook or Teams. eWay-CRM is your complete business hub, built into Microsoft 365. • Outlook: Organize and share emails, contacts, and meetings, all linked to your customers and deals. • Teams: Chat about clients, share insights, turn conversations into tasks, and stay aligned. • SharePoint: Store and manage documents in structured folders tied to projects or deals. • Power BI: Create insightful reports from CRM data and pin them inside eWay-CRM. Don’t switch platforms - empower Microsoft 365 with eWay-CRM.

Overall Rating

Based on 21 users reviews

4.1

All Reviews

Rating Distribution

Positive

76%

Neutral

24%

Negative

Starting Price

Custom

Product Snapshot

eWay-CRM Specifications

Contact Management
Lead Management
Opportunity Management
Sales Forecasting
Customer Communication Tracking
Email Integration
Customer Segmentation
Deal Pipeline Management
Customer Service/Support
Mobile CRM

View All Specifications

What is eWay-CRM?

eWay-CRM is a customer relationship management solution that lives right inside Microsoft 365. Built as an Outlook add-in and integrated with Teams, SharePoint, and Power BI, it transforms tools you already use into a complete business hub.

With eWay-CRM, you can manage clients, track sales, run projects, and send email campaigns—without ever leaving Microsoft Outlook or Teams.

Designed for small to mid-sized businesses, eWay-CRM makes adoption effortless thanks to its familiar interface. By centralizing data, automating workflows, and enabling collaboration across departments, it helps teams stay organized, boost productivity, and make smarter, data-driven decisions—all within Microsoft 365.

Modules

Companies & Contacts

Keep all customer and company information in one place. Link emails, documents, and meetings to the right contact or organization for a complete 360° view of every relationship.

Sales

Track leads, deals, and opportunities directly in Outlook. Automate workflows, monitor pipelines, and ensure no sales opportunity slips through the cracks.

Projects

Plan and deliver client projects with ease. Assign tasks, set deadlines, share documents, and monitor progress—keeping your team and clients aligned at every stage.

Marketing

Run professional email campaigns without leaving Outlook. Segment your audience, personalize messages, and track results to strengthen engagement and generate new opportunities.

Pricing

eWay-CRM offers flexible pricing plans designed to match your business needs. The Companies & Contacts module is the foundation and must always be included, as it powers the entire CRM. Additional modules—Sales, Projects, and Marketing—can be added on top to expand functionality. Each module includes a free tier and a trial option, so you can test the features before upgrading.

Companies & Contacts (required)

Lite: $20/user/month

Standard: $27/user/month

Plus: $40/user/month

Sales

Lite: $10/user/month

Standard: $13/user/month

Plus: $20/user/month

Projects

Lite: $10/user/month

Standard: $13/user/month

Plus: $20/user/month

Marketing

Lite: $25/user/month

Standard: $72/user/month

Plus: $288/user/month

Request a personalized quote to find the best plan for your business.

Disclaimer: Pricing is subject to change.

Integrations

eWay-CRM seamlessly connects with the Microsoft ecosystem and beyond, creating a unified workspace for your team. Supported integrations include:

Outlook: eWay-CRM is built directly into Microsoft Outlook, turning your inbox into a powerful CRM hub. Emails, contacts, meetings, and tasks are automatically linked to customers and deals, so you always have the full context right where you work. No switching apps—just everything in one familiar place.
Teams: With eWay-CRM in Microsoft Teams, collaboration is effortless. Discuss clients, share insights, and turn conversations into tasks without losing the connection to your CRM data. Keep everyone aligned, no matter where they work, and make Teams the central place for customer-focused teamwork.
SharePoint: Organize and store documents in structured folders tied to clients, projects, or deals. With SharePoint integration, every document is in the right place and accessible to the right people.
Power BI: Turn CRM data into clear, actionable insights. Build dashboards and reports in Power BI and pin them directly to eWay-CRM, ensuring data-driven decision-making is always at your fingertips.
WordPress: Capture leads straight from your website into eWay-CRM, ensuring no opportunity is missed.
Zapier: Connect eWay-CRM with thousands of other apps to automate workflows and expand functionality.
Adobe Sign: Send, sign, and track contracts digitally, right from eWay-CRM.
QuickBooks: Synchronize customer data and invoices between your CRM and accounting, streamlining financial processes.

Book a free eWay-CRM demo to get a better idea of its functionality.

Target Customer

eWay-CRM is trusted across a wide range of industries, including:

Insurance
Manufacturing
Mergers & acquisitions
Consultancy
Accountancy

Its flexibility makes it an ideal solution for any organization that runs on Microsoft 365 and wants to unify sales, projects, and customer management.

Is eWay-CRM Right For You?

If a business is heavily reliant on Microsoft Outlook and Teams, eWay-CRM stands out as a handy choice. Its integration simplifies CRM tasks, centralizing sales, projects, and communications within a familiar interface.

This solution empowers teams to boost productivity and maintain organized customer data efficiently, making it a strong contender for those seeking a deeply integrated CRM solution.

Compliant with ISO 27001, it was also recognized as a Category Leader by GetApp in 2023 and named among the Most Popular Software in Q2 2025 by SaaSworthy.

Still doubtful if eWay-CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

eWay-CRM Features

Seamless Outlook And Teams Integration

One of the notable eWay-CRM features, the software deeply embeds Microsoft Outlook and Teams, allowing users to manage customer relationships, sales, and projects without leaving their familiar email environment. This integration automatically tracks emails and syncs calendars, ensuring all communication and activities are centralized for enhanced team collaboration and efficiency.

See How It Works

Integrated AI Capabilities

Leveraging artificial intelligence, eWay-CRM offers features like AI-powered sender signature recognition and AI task suggestions. These intelligent tools automate data entry and assist in crafting professional communications. This significantly reduces manual effort, improves data accuracy, and boosts overall productivity for sales and marketing teams.

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Robust Sales And Project Tracking

eWay-CRM provides powerful tools to manage sales pipelines and project lifecycles from initiation to completion. Users can convert emails into deals or tasks, monitor goods and inventories, and automatically calculate estimated revenue from quotes. This streamlines workflows, improves accountability, and helps teams achieve their sales and project goals effectively.

See How It Works

Comprehensive Contact Management

This feature centralizes all customer and company information, creating a unified database for easy access and organization. Users can efficiently store contacts, track interactions, and manage communication history. This ensures a complete overview of every client, empowering businesses to build stronger relationships and deliver personalized service.

See How It Works

Pros And Cons of eWay-CRM

A quick look at eWay-CRM's strengths and weaknesses to
help you decide if it's the right fit

Pros

Easy to use
Robust automation workflows
Helps prioritize key tasks

Cons

Some features lag on mobile during peak hours
Email sequencing can be unclear at times

eWay-CRM Reviews

Insights from real users on eWay-CRM’s features,
performance, and overall experience.

Total 21 reviews

4.1

All reviews are from verified customers

Rating Distribution

Stars

43%

Stars

33%

Stars

19%

Stars

Share your experience

Barbora

Automotive, 11-50 employees

Less than a year

4.0

July 2025

“Works very slow at times”

Pros

One thing I really like is the different search options. Also the system is very clear.

Cons

The updates are very slow.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Karolina

Automotive, 11-50 employees

More than a year

5.0

July 2025

“Tool that simplifies daily office tasks”

Pros

I love how I can filter tasks, quickly search for things and jot down notes for individual customers.

Cons

When I enter a new customer and try to check if they are already saved, it does not show up so I have to close it and reopen it to see the new customer.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Jan

Civil Engineering, 11-50 employees

More than a year

4.0

July 2025

“Comprehensive solution”

Pros

Managing emails, storing them and assigning projects to designers is very easy now. Also it helps us with attendance tracking, storing contacts and keeping everything organized in one place.

Cons

I cannot think of anything major to complain about yet. For the way we use CRM its functions are great. Though I do miss the ability to generate meeting minutes from the diary function like converting them to a Word format.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

View All 21 Reviews

Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What other apps does eWay-CRM integrate with?

The platform supports integrations with a variety of systems and tools, including Microsoft Office, Teams, WordPress, Zapier, Adobe Sign, QuickBooks, and Power BI.

What types of eWay-CRM price plans are available?

The software offers multiple pricing tiers to accommodate diverse business needs, with each module available as a separate plan that includes a free tier and trial option. ‘Companies and Contacts’ are priced at ‘Lite’ $20/user/month, ‘Standard’ $27/user/month, and ‘Plus’ $40/user/month. ‘Sales and Projects’ share the same pricing: ‘Lite’ $10/user/month, ‘Standard’ $13/user/month, and ‘Plus’ $20/user/month. ‘Marketing’ plans are ‘Lite’ $25/user/month, ‘Standard’ $72/user/month, and ‘Plus’ $288/user/month. Contact us to request a personalized eWay-CRM cost quote based on your institution's requirements.

What language does eWay-CRM support?

The software supports English, Czech, and Slovak.

Who are the typical users of eWay-CRM?

eWay-CRM software is ideal for businesses across a wide range of industries and sectors, including insurance, manufacturing, mergers and acquisitions, consultancy, and accountancy.

What level of support does eWay-CRM offer?

eWay-CRM provides comprehensive support via email, phone, ticket, FAQs, manuals, etc.

Does eWay-CRM offer an API?

Yes, eWay-CRM offers APIs.

Does eWay-CRM have a mobile app?

Yes, eWay-CRM has a mobile app for both Android and iOS users.