eWay-CRM Erfahrungen

Vorteile

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Nachteile

Mir gefällt alles gut.

Vorteile

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

Nachteile

Sometimes slowing down or reducing performance of Outlook.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu eWay-CRM

Vorteile

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

Nachteile

- 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

Vorteile

It is integrated with Microsoft Outlook.

Nachteile

It looks like something out of the 90s. Super-complicated, slow, endless updates slowing down the rest of the system, not user-friendly at all. Maybe it's great for accounting, but it is the worst as a CRM. When I compare it to Pipedrive I used before in a previous company, it was so much better. Also, working with data is pain in the ass. I would like to but I can´t be bothered with this system. In Pipedrive, I could see visualizations of my targets, revenues, etc. at 1 click.

Vorteile

Integration with desktop Outlook and other MS applications,
easyness of use, simplicity of user interface

Nachteile

A bit complicated workflow management, non-perfect integration with Outlook tasks

Vorteile

Large amounts of important data in one place. It is well connected to Power BI.

Nachteile

Sometimes it is lengthy to download reports.

Vorteile

Workflows and features which fits our business

Nachteile

Usability of web version is lower than Outlook's plugin, but Outlook plugin limits usage inside Outlook.

Vorteile

Easy to use application, integration into outlook.

Nachteile

Sometimes problem with application update.

Vorteile

It was easy to use, integrates well with Outlook, and lets me track data from my emails in the CRM.

Nachteile

It makes Outlook slow at the start and sometimes has issues working with it.

Vorteile

Stores all the emails and documents for easy access to the whole team.

Nachteile

It is sometimes a bit resource intense and slow to load big files.

Vorteile

Easy, quick and clear sharing of information.

Nachteile

Sometimes slower response when the wifi signal fluctuates.

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.

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.

Vorteile

Extremely convenient despite the broad array of features.

Nachteile

I find some of the customizations a little challenging to achieve exactly what I was hoping for.

In Betracht gezogene Alternativen

Warum eWay-CRM gewählt wurde

Gründe für den Wechsel zu eWay-CRM

Vorteile

Most important is the seamless integration with MS Outlook, which is our main tool. We don't need another system to log in and to work with. It helps with integration and motivates users to work with the CRM system without troubles and helps keeping all the data and proceses tidy and up-to-date.

Nachteile

Sales statistics could be better. We use our own system.

Vorteile

Integration into my existing Outlook system, easy use and excellent customer support!

Nachteile

Occasional Java related errors which require Outlook restart. Latest version caused conflict with one of my Outlook plug-ins which stopped working...

In Betracht gezogene Alternativen

Gründe für den Wechsel zu eWay-CRM

Vorteile

eWay-CRM provided complete and affordable turn key migration of my 2013 Microsoft Outlook with Business Contact Manager database [Microsoft SQL server .bcm formatted database] to their CRM program. Most of their competitors did not.

The dashboard/display format for both Company and Contact information is complete and easy to change information fields. A photo field for each contact is displayed in both the laptop and phone App device. Having the photo integrated into the contact fields of my Apple iPhone App was very important in my decision to select eWay-CRM. Likewise, a key feature to be able to customize both the Company and Contact main dashboard/display view was important. Their software is very simple to both add and position the field on each page. For example on the main contact page I added a field to list the contacts' spouse and children plus a "general note field" to the right of the contact's name, company, physical address, email address etc.

After a 1/2 hour online training session with one of their Customer Success Representatives and with the help of their excellent youtube tutorial videos, I found the Marketing Campaign/Bulk email setup intuitive and relatively easy to complete. Simple metrics of the number of people who received a campaign/bulk email are provided plus mailing errors are placed in your email inbox at no additional charge.
Management reports to review members of your marketing/sales team activity are sufficient for my review.

Nachteile

Base on my current knowledge of the eWay-CRM software program, I have, to date, not found a method to link an email within my inbox to a one or more contacts other than the contact who sent me the message. I believe a feature where you can search for any contact within your database to attach a copy of this email message to their email history is of value. Currently, I copy and paste the "email text" within a journal entry for the contact that I want to record/link the email. This method involves several extra steps and is time consuming.

Vorteile

fully customisable, can create any field required. Simple or as complicated as you like. Have used for years, and hopefully will use for many more

Nachteile

nothing really, there isnt much that stands out that I would change

In Betracht gezogene Alternativen

Warum eWay-CRM gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu eWay-CRM

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.

Vorteile

Virtually limitless customization options, and normally easy to accomplish. I like the ability arrange the views according to my desired (economy of) placement. The Search and Bulk Change functions respond very rapidly. The ability to export contact data and notes, etc. is very attractive for HIPAA compliance and retention purposes. Ditto the ability to attach all kinds of interactions and documents to specific clients is excellent. And the price--is very reasonable for all the value, AND THE SUPERB TECH SUPPORT PROVIDED so cheerfully and rapidly!

Nachteile

I think that the email marketing templates' designs could be expanded and enhanced, and the actual customization tips/instructions could be expanded and in some cases more clear.

Vorteile

Compatibility with Outlook. The possibility of creating our own fields, the ability to manage the cost-effectiveness of projects and reports. Additionally, the ability to track communication between involved employees on a single order.

Nachteile

Interconnection of emails with projects/companies. In case the contact relates to multiple projects, the email will be assigned to all of them, even if it pertains to only one project. Linking emails to projects could be more user-friendly

Vorteile

One of the smartest add-ins into Outlook, truly adding value to the most widespread, important groupware client and something Microsoft should have done longtime ago and failed.
It does what it should do. It is stable, integrates elegantly, is easy to customize, works through cloud sync and can be used offline. App is great as well. Service is very responsive.
It has an exceptional design for smaller organizations, our users love it. You only need one client - Outlook with eWay-CRM. Also, great value for money.

Nachteile

It only runs on Windows desktops, but supports Iphone and Android. We solved the problem on Apple desktop with Parallel Windows emulation. It works.

As a company and a user you need to understand the concept and limitations of an Outlook integrated solution vs a stand-alone, web-based solution. Understand this and if you can live with that, eWay-CRM is great.

Vorteile

eWay allows us to use our own established Workflow to take an Inquiry all the way to a completed Project.
We are able to see all inquiries sorted into their current Workflow stage We were able to add our own custom fields and modify the layouts to track the detailed specifications required for each inquiry. It was a big deal to us to have a full featured text editor in the software. It has never been easier to take a call from a prospect and pull up the inquiry details for discussion and to progress the solution for them. The ability to save emails to each inquiry is critical and by actually using Outlook is great, I tried other CRM's, but the main failure point in them was how they "sync" with Outlook, in most cases, poorly.

Nachteile

As the product evolves, I am sure that there will be some additional features such as:
- Date/Time stamp would be handy.
- Creating a new Contact for a Company should autofill the Company Information, Address, etc. - Then if necessary, this could be changed.

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.

Vorteile

Simplicity and flexibility of the system.

Nachteile

The company could provide consulting services before and during system deployment.