eWay-CRM Reviews

“Outlook users will love this CRM

Pros

I really like how well it integrates with Outlook making it easy to manage emails, contacts and tasks. Also he user interface is pretty simple helping me stay organized.

Cons

Well I have not found any downsides. Everything works smoothly for me and I have not run into any issues so far.

“Easy to use tool

Pros

Connecting emails to projects is simple and I use it a lot for calling. Plus it is great because I no longer need to store all my contacts in my smartphone.

Cons

Like other systems it is only as good as the data you put into it. Duplication is an issue we face. Also a warning that a similar contact already exists could be helpful.

“Their support is invaluable

Pros

Customer support is always fast and helpful. Also the tool is flexible and can be easily customized to fit our needs though it does have some limitations. You can easily link emails to CRM records using basic logic. eWay-CRM is constantly evolving adding new features to better support us.

Cons

The new user interface has many benefits but a major drawback is that you cannot view tabs alongside the main project/deal information on the first page. This makes it harder for us to navigate quickly when managing multiple projects or deals throughout the day.

“Good tool

Pros

I like how we handle tasks as it's become our internal standard. However I would probably make some improvements to the process steps within individual projects.

Cons

Filtering is an issue for me but that's my fault for forgetting to turn off the last filter.

“Top-tier tool

Pros

It has some great features which include seamless Outlook integration, clear information, smooth connections between sub-modules, user-friendliness, easy online management and excellent customer support.

Cons

The switch to the online environment means the desktop version of it will no longer be available and Outlook and eWay will be separate in the online version which I did not like.

“Good but improvements are needed

Pros

I can track the number of hours spent on a specific client each month. Also I like how I can use the tabulator to easily move from field to field.

Cons

When I enter hours and minutes they tend to overwrite the time and it is not set properly. I also cannot check how many days or hours I was not working like vacation or doctor appointments.

“Happy with it

Pros

The thing I like the most is that I get a summary of my productivity daily, weekly and monthly. I can also review each client and go back to complete my report whenever needed.

Cons

It does not work on another PC at home. I followed the installation instructions but it still does not work.

“Reliable CRM

Pros

The Outlook integration is excellent and the simple layout and fast speed are a great bonus. I also love that there is a web version available for added convenience.

Cons

New visual design is not the besta so we are sticking with the old one. Additionally the way it handles leads and opportunities is not as easy as other CRM systems.

“Close to perfection

Pros

I am satisfied with it overall rating it 8/10. And it is connected to Outlook which is great for daily use.

Cons

There is some lag but it is not too bad as it happens only when opening certain forms.

“Ideal for regular use

Pros

eWay-CRM interface is simple, user friendly and fast making it perfect for daily use. Overall I really like it.

Cons

The new skin of the software is nice but I noticed that the graphics take up more space which leaves less room for information. But the good thing is that there is an option to use the old interface.

“Easy to customize

Pros

There are so many good things about it but the key strengths include clear data tracking, customizable processes and interfaces, an organized management environment and seamless integration with Outlook.

Cons

Training new employees is more challenging and I wonder if a different system could make it easier.

“Not happy with the service

Pros

The English and Czech versions along with the seamless Outlook integration works the best. But that is about it as nothing else is special about it.

Cons

It does not sync in real-time, is slow and does not track invoices within the selected project time frame. Support is also slow and the quote performance disappoints me a lot.

“Nothing so special

Pros

I use eWay as a tool to log hours for individual projects. And it serves me well in this area.

Cons

Sometimes it loads very slowly which annoys me a lot.

“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.

“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.

“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.

“Perfect BCM Alternative Found

Pros

I've been using this for 3 years after migrating from Microsoft's BCM when they discontinued it. The transition was incredibly smooth with minimal learning curve, they even migrated all our existing client records easily. The Outlook and Microsoft 365 integration works flawlessly on both desktop and mobile, making daily use effortless. Our sales team relies on it constantly and the customer support team is always quick to help when needed.

Cons

It doesn't let you save sent emails without their attachments, so we end up having to use a third-party tool to strip them out first before saving anything and it's an annoying extra step that shouldn't be necessary.

“Absolutely love this tool

Pros

It has been my top choice for quite a while and the new AI features have really streamlined how I create tasks and manage email communication. The flexibility remains a huge plus. I can pull up the database from anywhere. The Kanban view is something I rely on heavily for tracking open projects and tasks. I've also begun exploring the marketing module, which looks promising. Overall I'm really happy with how everything works together.

Cons

The mobile app can be veryslow when I'm scrolling through records and they take forever to load sometimes. Apart from that issue though, everything else runs smoothly.

“Costly software with persistent problems

Pros

The Outlook integration works really well for me. However, I find the email features and sequencing functionality to be awful back in spring 2023 and it was confusing and hard to use.

Cons

The email and sequencing features were absolutely awful back in spring 2023. Even after multiple support calls, I find it confusing and hard to use. so, definitely not user-friendly for anyone without technical experience. Support mentioned it was outsourced which explained alot.

“Standout CRM choice

Pros

I switched from Dynamics CRM recently and found the learning curve surprisingly gentle. Basic functions are simple enough that I didn't need much training to get started. The Outlook and Excel integration works really well too.

Cons

The add-on really drags down Outlook's startup time which gets frustrating when your trying to get work done quickly. Updates are also more complicated than they should be.