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Kommentare: I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager.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.

eWay is the only Contact Management Software to Consider for a Law Practice

Kommentare: With the loss of business contact manager via outlook, eWay has been the only software we have found that will do what a small and very busy law practice will need to use!

Vorteile:

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.

Nachteile:

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.

Managing Director

Kommentare: Great at all, work as we need + customization work great for us.

Vorteile:

Integration into Outlook, quick response

Nachteile:

Too many windows, sometimes I am lost, when working at 1 project

eWay feedback

Kommentare: A good tool to work with when there are sume errors (freezing) and slower pace which sometimes complicates my work.

Vorteile:

Clear Structure, variety of functionalitities.

Nachteile:

Frequent errors (freezing), and slower pace.

My first Time with eWay-CRM

Kommentare: We tested much veveral CRM Systems but this now is perfect

Vorteile:

The integration inmy office and outlook seems perfect

Nachteile:

nothing, all what it have is perfect for my work

The only CRM that is so well integrated into Outlook

Kommentare: eWay is easy to yse and if you get stuck anywhere or need support, their whole team including the [sensitive content hidden] gets a turn to man the chatbot on their website, so if there is anything out of the ordinary happening or needed, they sort it out very quickly.

Vorteile:

We chose eWay because of how easily you can manage the sales process based on email attachments (which control our processes between suppliers and customers). If an attachment is more information, a quote, an invoice, or a proof of payment, that is where you are in the sales process and there is now download or save then uploading again into the system. You simply save it directly into eWay and give a few chosen attributes and youre done. System is updated and all the information you need is always at your finger tips

Nachteile:

The reports are standard and not customizable, so we mostly use the Excel-like table views to look at what is going on. The activity report is the one we use most often to catch up the team with what is going on in each account. Some customization there would be nice.

Assessment Systems

Kommentare: We are using for 10 years, almost daily, app. 50 users

Vorteile:

possibility to connect to PowerBI low licence fees per user

Nachteile:

The speed. It takes long to open items, load grids etc.

Review to eWay-CRM

Kommentare: eWay-CRM is useful utility to manage projects and it's progress. I like it.

Vorteile:

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

Nachteile:

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.

Review of e-way CRM

Vorteile:

Connection a integraton with MS Outlook.

Nachteile:

Slow response of e-way in case of larger forms.

Brand protection consultant

Kommentare: The tool is simple and effective.
It allows you to keep in touch with prospects by email.
Good contact management.

Vorteile:

Its simplicity and speed. The simple design makes it easy to find what you're looking for.

Nachteile:

The time to adapt at the application. It's no longer easy to understand how to save emails in a contact.

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 - easy way to controll yout business

Kommentare: We are eWay as our CRM for everyone - KAM, project manager, advisors, administrative for training, director and me. Every day is used and is there is any problem, we need it to be fixed as soon as possible - without eWay we have no information.

Vorteile:

Features and logic and improving. You can customize the SW as you need and if you know how, you can do it by yourself.

Nachteile:

In the beginning the call from mobile phone was reported easily in the app "automaticaly" but this is no longer possible. This was nice for better reporting of time, how long you spent calling clinets. You can do it now manualy, but the added value is lost.

CRM is good

Kommentare: Easy to use but reporting and monitoring is not so good

Vorteile:

Integration in MS Outlook

Nachteile:

Reports are bad

eWay review

Kommentare: It is working as we need. Mostly eWay support team are faster than us :)

Vorteile:

Adaptability by myself - for most edits I don't need contact support

Nachteile:

Bugs from MS Outlook are transferred to CRM

Good value for money, best Outlook integrated CRM

Vorteile:

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

Nachteile:

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

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.

Hatch & Kirk eWay experience

Kommentare: Overall this is an amazing product that WILL help your company improve its sales and customer connections. Perfect for a smaller company that is looking for extensive features and keeps it simple by integrating into your existing systems!

Vorteile:

eWay has been a huge improvement for our company, the ability to track long-term deals, check customer account activity and share important information between our sales teams.

Nachteile:

Hard to teach older employees how to use the software, some redundancies, outlook will disable to eWay system due to the added strain on the system, slower load up times and often times information will need to be imputed into a deal that already exists within the customer profile.

Myriad France review

Vorteile:

good overview of all missions and all prospects

Nachteile:

time consuming to complete a lot of items

A solid CRM package that is easy to implement and fully interactive with Outlook

Kommentare: We are pleased overall. The package has enough features to be very useful, and overall acceptance is a key to success. The initial acceptance gained by the package's simplicity were dampened by the Contact synchronization issues we have experienced. If you need something quick and easy to implement, eWay-CRM is a good choice. I suggest having an administrator assigned that has time to explore the way features work and to develop reporting.

Vorteile:

We are a rep sales company, and were attracted to eWay-CRM because it was fully incorporated into Outlook, and this took advantage of everyone's familiarity with the Outlook interface. This made the package very easy to implement. It was also priced attractively, and the number of users and cost side is easy to manage by the administrator (no complex contracts to manage). eWay-CRM has the features required to track and manage our customers and the people (contacts) that we interact with at each. It also has the ability to track sales opportunities through purchase and fulfillment to the project completion stage, which was one of the features we needed.

Nachteile:

The package is light on pre-packaged reporting, which limits its usefulness right out of the box (although this may be a welcome blank-slate to some who want to create their own reports). The data is readily accessible and exportable, making that easy enough, but it means extra steps to make it useful. It is an add-in to Outlook, which means it has (or creates) some quirky faults, failure-to-load, etc. Also, it is very particular about how you roll out updates, requiring a bit of a coordinated process. Although it is fully interactive with Outlook, the coordination between Outlook contacts, the eWay-CRM Customer and Contact records, and external emails, can sometimes be ineffective, resulting in duplicate records.

Great system if you have ample time to spend communicating with eWay support

Kommentare: eWay helped us to organize our contacts and prospects with in such a way where we can manage and track our recurring outreach to the clients.

Vorteile:

Integration with Outlook making interaction with eWay similar to how one navigates Outlook. Most outlook plugins I use or had tried take a significant performance tall on Outlook, but eWay is barely noticeable after initial startup time. Once or twice a week eWay seems to be bringing outlook to a halt but Outlook restart remedies this situation. If you have a simple "how to" or "why not working" question you can expect a relatively prompt (2 - 12 hour) response.

Nachteile:

1. the tutorials and eWay admin configuration screens refer to the same modules and objects within eWay by different names make understanding of the explanations confusing. 2. eWay does not support a concept of working with your company's global, centralized and shared contract database that is supported by MS Exchange via shared public contact(s) folders. Thus, every contact change made by one eWay user has to synchronized to all other users's MS Exchange's personal contact folders. 3. If you are reaching out to eWay to have them set up of repair not-working functionality expect to sent week on sending and reseeding your emails asking eWay to give you at least any response.

Rating 201 consulting

Kommentare: At "eWay" we mainly deal with our business opportunities and then the whole management of our EU grant projects. As a consultancy agency with a focus on EU grants, we have hundreds of projects to manage and then monitor for several years to ensure the sustainability of the project. So CRM helps us in managing and most importantly in keeping track of the primary tasks and obligations that need to be followed according to the rules set out in the grant programme. eWay gives me a quick overview either from the perspective of our individual staff or from the perspective of our individual clients and projects.

Vorteile:

What I like about "eWay" is the ability to customize the view, change individual fields and their groupings. Also saving views and quickly switching between them. Quickly moving columns and using filters. Possibilities to generate reports from tasks, diary or schedule for example invoicing, daily work done. I like the technical support that responds quickly and professionally. The problem is usually fixed quickly and with the help of remote control of my PC.

Nachteile:

The main thing that bothers me about working with "eWay" is the jamming of the whole system, including Outlook itself, when I need to filter for example a job when trying to create a new task or diary, etc.I have been provided with remote assistance several times, but despite efforts to resolve this issue, this error still occasionally manifests itself. It seems to me that the problem arises when outlook itself synchronizes my mail.

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.

eWay review

Kommentare: We use eWay since 2009, mostly as a contact database, to track attendance and few customized reports. Overall we are satisfied, switching to Enterprice licence now so as a strategic plan for the future I personaly value that we can use our current licences. Thus the dislike as the monthly fee to rent the licence is expensive.

Vorteile:

We value our customized reports which compare our data from attendance to profits on each client. The use of eWay is not difficult, only time consuming to some employees working on different agendas.

Nachteile:

The posibility to buy a licence have been disabled. Also since we use eWay for many years, our database is big and we noticed the start of outlook is slow, often outlook blocks eWay and sometimes it takes time to load report or open an module.