eWay-CRM Erfahrungen

Eway

Vorteile:

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Nachteile:

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A+++. The Best CRM Software in the Market

Kommentare: I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager. The thing was free and Microsoft did not care to update it and discontinued it. I spend 2 to 3 months checking almost all CRM software I could find before selecting one to replace Microsoft Business Contact Manager, as I wanted to make sure I did this only once. I picked eWay-CRM and I picked right. Imported the old database without any issue and set it up and customize it myself, even though I have no IT background. Very easy to set up and to customize.

Vorteile:

Things that I like the most: 1. Customization. You customize the forms, the views, the database, the workflows, and everything and use them whatever way you want to use them. Really. 2. The breadth of features. Whatever you want to do, eWay-CRM has a way to do it. 3. Customer service. You call customer service in the USA any time during working hours and [SENSITIVE CONTENT HIDDEN] will pick up the phone in 5 seconds and solve your issue pronto. 4. The stability. Windows 10 and Office have dozens of updates and changes. You can always count on eWay-CRM to be there, stable, available 100% of the time. 5. Reliability. Everything is backup in the cloud instantly. My data is safe.

Nachteile:

I like eWay-CRM so that much that I cannot think on anything to change, except some very minor icon function changes I suggested in the online forum. Has not been changed because fellow users did not agree with my suggestion. I can live with that and recognize that that only changes with a lot of users support can be implemented.

Excellent app for driving opportunities and projects

Kommentare: Solving/controlling/driving big projects with more suppliers.

Vorteile:

Sharing data with many colleagues, great overview of data also for colleagues who are not friendly with IT

Nachteile:

I have nothing in my mind. Time to time small issues, but all of them are solved by eWay support within 1-2 days.

eWay-CRM Review

Kommentare: Overall we receive value for money. The eWay-CRM provides us with the key things we need to assist us with sales management. There's a lot it doesn't offer, but when compared against alternative CRM's, eWay-CRM is cheaper.

Vorteile:

I like how eWay-CRM has the ability to categorize organization's and contacts. This helps you to filter and refine groups for targeting on business development and email-shots.

Nachteile:

I find it difficult to implement new updates from eWay-CRM. It appears that every time a new update comes out, it requires the support team to remotely go into the backend of our software and update. We also suffer a lot of bugs and crashes on a daily basis. These eventually get fixed, but it's been an ongoing problem from the beginning of the installation.

Great CRM directly integrated to Outlook

Kommentare: Solved contact management - data is shared in the company, in one place. Also solved storing important information client relevant - e.g. contracts, dates of effect of Power of Attorney etc.

Vorteile:

All contacts in one place, integrated to Outlook, sync to Exchange so that contact info is accessed when searching for email address of a recipient. Also synced to Android contact list. And not just contacts but also companies as clients, suppliers as well. Super cool is adding tens of new data fields to contacts, companies, so we could scrapped multiple excel spreadsheets. Emails are automatically paired to contacts and companies - I can check emails of employees to clients, if I want to, even though I am not cc'd :-) And there are plenty more cool features I couldn't even imagine we needed :-)

Nachteile:

Some sync issues occured - even to Outlook but mostly to cellphone when it can be messy, clunky and needed wiping of all synced data and resyncing completely. Also even though UI is friendly as Outlook can be, it took me a while to understand the logic and correct ways how to handle different things in the app.

Thanks!

Kommentare: We use it mostly for the customer database, marketing campaings, meetings interactions. Simple and easy for all users.

Vorteile:

Outlook add in, easy to use also for new employees. No special training neccessary

Nachteile:

No, they are not. We really like the product

eWay-CRM Desktop Premium 7.6.155

Kommentare: The advantage is easy search using filters.

Vorteile:

Profitability of projects, overview of contacts, saving documents in projects.

Nachteile:

All closed projects are visible, if there are a lot of them, it is difficult to search in them.

MS Outlook add-on

Vorteile:

eWay is an add-on for MS Outlook, many activities are automated

Nachteile:

eWay is an add-on for MS Outlook, this is a disadvantage for users who don't like add-ins, the add-in error complicates Outlook

CRM eway

Vorteile:

projekt management and email management.

Nachteile:

Little bit big structure for small company like us.

Project Planning and Management Program of 2023

Kommentare: Contact management.Project planning and management.

Vorteile:

I like that eWay-CRM allows me to plan, track and manage projects automatically.

Nachteile:

During initial set up it was overwhelming to use some features on eWay-CRM.

CRM in oulook management

Vorteile:

Its name defines my review, Eway CRM, which means Easy Way Of Managing CRM. It is an amazing way of managing or handling Outlook management, it gives you an effective workflow. It really helps me in my work.

Nachteile:

I did not dislike anything till now, it actually helps me a lot in managing the outlook.

Tied at the Hip with Outlook

Kommentare: I've deployed eWay with 2 of our 3 salesmen. Still trying to get a feel for full extent to which we will utilize it. Eventually, will deploy it to the newer, third salesman -- but not sure that he will utilize. I was disappointed with custom report capability (without SQL programming), but when I learned to use the filters, my needs were met (for now). eWay offered to do the custom programming for a fee, but the bennefit didn't justify the cost. Overall, I appreciate the close integration with Outlook and, at the end of the day, that is what prompted me to select eWay over other alternatives.

Vorteile:

We absolutely wanted (and found) an add-in to Outlook that would prompt for Sales Lead association upon sending an email. We can go about our normal business and it will prompt us for association -- as long as the contact is in the database.

Nachteile:

Cost is higher than expected....but partly because I have to pay for extra storage. - When we associate an email (or email chain) with a Sales Lead, all of the messages with that lead are stored on eWay. - The problem is that we send and receive many large attachments. - We wish there was a way to not store attachments.

eWay ... absolutely!

Kommentare: eWay has been a time saver for our consultants in the field and our staff in the office. With its integration with Outlook the learning curve was easy. The phone app was also easy to use. It is said the best application is the one you use. We use eWay every day! It is NOT an icon that just sits unopened on the computer / phone.

Vorteile:

We want a CRM that would integrate with Outlook and be available on on iPhones. We looked at a variety of options ... tried several. Once we found eWay, we have never looked back. We have changed computers and phones several times since getting eWay and have sucessfully updated eWay on the new devices. On the few occasions we needed customer support, we were very pleased with the help received.

Nachteile:

The admin panel is a little confusing.

CRM for Research and Technology Organisation (RTO)

Kommentare: At this moment I am happy with eWay and I have recommended my superiors to implement server version as soon as we get funding for it.

Vorteile:

The thing I have chosen eWay is their integration to Outlook because then I do not need to open any additional program - everything is in place. Also, I like that I can simply click on an email and make it a new contact and everything is taken care. Also, it is nice to get excel report on contacts and companies because I need those to report to my superiors .

Nachteile:

Well, at this moment I am not a power user and I am not fully familiar with all the functions so I can not say any bad things. In the future when we will get full version of the software, it will be very important for us to make task for other users. I could not test this function yet.

Amazing product

Kommentare: We are tracking sales of ED machines. From leads mangement to the very end. Sales team can easy share all information, managers see how it continues.

Vorteile:

eazy to use, the best value for money, Sales rep. like it, especialy a mobile version, which helps them to be up to date while the y are on the business trips

Nachteile:

Honestly, I haven't found anything like that

Just getting started- but impressed

Kommentare: We had an excellent experience. Their team (lead by [SENSITIVE CONTENT]) did an excellent job bringing us along with the trial. Easy integration into our workflow is key

Vorteile:

The MS Out look plug in aspect of the product makes it incredibly easy to adopt and integrate into daily workflows.The ability to adapt the product and configure it to meet our needs without an outside consultant makes it possible to get the CRM we want without all the extra questions, costs and consulting

Nachteile:

Still learning- nothing to negative at this point.

a CRM is not a CRM if it's not inside your office email app

Kommentare: I've evaluated at least 20 CRMs before coming across eWay CRM. The key for me was to search for "outlook integrated CRM". Dynamics CRM from Microsoft was the closest second-place candidate, but implementing what eWay already does out of the box, would have been very costly to implement and by default is already too expensive for a small company. My team and I were forced to work with a few CRMs before and eWay was the first and only CRM which ever gained only positive remarks amongst a team of engineers who normally see no benefit in even using a CRM.

Vorteile:

The fact that eWay runs inside Outlook, means email attachments can be linked to Deals and Projects without having to download, saving or uploading it first. The fact that the user still stay in control of what gets tracked and what not, is also fantastic since there is no system performance bottleneck and users don't need to learn a new system just to send or receive a simple email.

Nachteile:

eWay has room for improvement on Report customization. Furthermore, developing a more straightforward way to created advanced workflows would also go a long way to expand its use to every aspect of a business.

Customized software merged with Office product

Kommentare: Overall, the reviewed application has a positive outlook as it is directly linked to Office without the need for additional installation or linking. It has a comprehensive interface and custom development options are available. The technical support team is responsive to ensure that the application functions smoothly. However, there have been some reported issues with updates and limitations with the local SQL Express server. Additionally, improvements could be made to better integrate with Office, such as respecting autosave and aligning text formatting with MS Office formats and keyboard shortcuts.

Vorteile:

The application is linked directly to Office, no additional installation or linking is required.The application has a very comprehensive overall look and feel and custom development can be arranged.Technical support strives to ensure functionality in the event of an outage or glitch

Nachteile:

Application updates sometimes have problems after deploymentThere is a problem with the limitation for offlining the database, since it runs locally on the SQL Express server (local db). The integration with Office could be better - for example, it does not respect autosave and repeatedly circulates 3 autosave queries (1 from Office and 2 from eWay) when editing a document. Text formatting could be better aligned with MS Office formats, including keyboard shortcuts.

Best Small Sales Office CRM Software.

Kommentare: I own a small home based sales business with two employees including myself. Many years ago the company I worked for used ACT as their CRM software. As the national sales manager for that firm I was able to make it work but I had to learn to use Crystal Reports to properly mine the data we were gathering. in 2006 when I left to open my own company and I kept ACT because that is what I was what I knew. But after several hard drive failures that cost me many days of downtime reloading and trouble shooting software I decided to move my CRM data to the cloud. At that point I started working with "Prophet" by Avidian. It worked great for me and was pretty inexpensive by comparison. 2 years ago Prophet converted it's database and wanted to charge me dollars to convert what little data I had. After being a customer for so many years I saw that $ dollar demand as an act of war and went back to using ACT. Again ACT works but it is clumsy for me to keep bouncing back and forth between two software packages ACT and Outlook. Last year I started working with Eway. It is very similar to Prophet in that it is cloud based and Outlook integrated but Eway offers a FREE version that works wonderfully. The customer service and technical training is second to none and the software works GREAT! And while I am sure I will convert to the pay version before long the free version does everything that I need in a nice concise easy to understand package. I highly recommend this company for small or start up sales offices.

Vorteile:

Does everything a small sales office needs in the free version. Very flexible and getting better all the time.

Nachteile:

I needed a couple of hours on the phone with Eway to get the hang of what goes where and why but once I had that figured out implementation has been full steam ahead.

Great Software

Kommentare: We use it to keep track of or customer interactions.
Improves customer relationships.

Vorteile:

It works... all the time. Sounds like a basic, but contact software can often be flakey. This platform is very stable. Other positives, very easy to learn, runs fast, doesn't take a lot of key strokes to do most tasks. Also, they are always updating it.

Nachteile:

There are no major outages on how we use it. Small things. Stronger custom reporting. I wish the Journal calendars were better integrated.

My Review for eWay-CRM

Kommentare: It centralize customer data in one place that makes it easy to make informed decisions.

Vorteile:

With eWay-CRM, I am in a better situation to customize and send high volume outbound marketing emails.

Nachteile:

It’s been three years ever since I implemented eWay-CRM and I barely encounter flaws.

The Best CRM!

Kommentare: Thanks to this tool, our sales have increased because we

Vorteile:

eWay-CRM is a very user-friendly CRM tool. Thanks to eWay-CRM, we have an overview of all deals and we always know everything what we need to know about our customers. I really like the integration with Outlook. I appreciate the mobile application and integrations with other apps.

Nachteile:

I think there is a lack of integration with Office 365 online.

Awesome work for a reasonable price.

Kommentare: Keeping up with Hospital accounts and Hospital clinics and employees can be an information chase but not with e-way.
It has been great for doing the same on my manufacturing side of life as well.

Vorteile:

I really needed a CRM/Business Contact Manager that is plugged in and could be available from the toolbar in Outlook. It is available on my android or iOS device and other PCs and Mac's. The price is perfect for the product and not prohibitive. The abilities are deep and very capable.

Nachteile:

I have not found anything I have not liked. There are some features within e-Way that I do not have a need to use but nothing, I don't like.

Our experience with e-Way

Kommentare: Positive - it does everything we need it to do for us now, and we can see that it has lots of extra features we can explore and use as our experience, data base and company grows.

Vorteile:

Although there were some early issues with our use as an add in with Outlook, it appears that E-way did resolve these and the product has been very stable and reliable ever since. Ultimately this is the most important aspect for me - to be able to rely on the software package to provide the answer when I need it. Too many other ad in type software slow the performance of the software that they are connected to.

Nachteile:

I haven't made the most of the software itself, and tend to export data to excel to process, simply because its a software package I know well. I know this is just a time commitment thing and that I should spend the time to learn the full abilities of E-way.

Reasonably affordable, easy to use and well integrated CRM

Kommentare: Easy and effective management of contacts, opportunities, marketing activities and projects.

Vorteile:

- Ease of use - Cyclic relations of items, easy access - Time saving - Mobile app to use in meetings - Well supported

Nachteile:

- Missing integration with our ERP (Money S4) - Operating on more PCs/laptops under one username sometimes causes problems