eWay-CRM Erfahrungen

Vorteile

Übersichtliche Plattform
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Nachteile

Mir gefällt alles gut.

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.

Vorteile

eWay-CRM automate project planning, tracking and management. I also like that it offers email marketing and lead capture capabilities that help boost our sales.

Nachteile

eWay-CRM suits my digital marketing needs. I do not experience challenges along the way.

Vorteile

Easy to use, user friendly. It is good you have a version for browser.

Nachteile

I use online version and sometimes it is not working. I cannot use some features, open some tabs, history, etc.

Vorteile

Seamless Exchange integration. Very intuitive which makes it easy to learn. Cell phone integration with ability to add notes after each call eliminates excuses.

Nachteile

Have not found any yet! Will be sure to update review if I encounter any negatives.

Vorteile

Ease of use. Ability to clearly see my pipeline from quarter to quarter. Outlook integration to capture the discussions with customers.

Nachteile

Upgrades on server forcing clients to upgrade. Sometimes the client upgrade doesn't work.

Vorteile

eWay-CRM has improved ROI by centralizing project management, CRM, contact database and eCommerce tools.

Nachteile

It was quite daunting to customize all features during initial setup.

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.

Vorteile

Ever since I started using eWay-CRM, it has ever been seamless to boost sales via combining leads and deals in one place.

Nachteile

The issues that I used to encounter have been eradicated by vendor success team.

Vorteile

I use daily Docházka, I use for sending all financial reports and others

Nachteile

Sometimes make me problem to make orientation in it

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

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu eWay-CRM

I liked the outlook integration...it didn't force me to change the way I took care of email.

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

Zoho CRM und HubSpot CRM

Warum eWay-CRM gewählt wurde

was battling to find a central customizable system within our budget.

Gründe für den Wechsel zu eWay-CRM

The convenience, integration with outlook. Once all the features were considered on the other products, you need to be at the top tiers and then the price comparison isn't a comparison.

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

HubSpot CRM

Gründe für den Wechsel zu eWay-CRM

Better initial support in eary installation/adoption stage. FYI. If you will, you may use my reference on your company Website. In any case I wish you all the success! Regards Marko

Vorteile

Having your CRM embedded inside Outlook removes a lot of unnecessary steps compared to other solutions. With eWay it is easy to switch between contacts, companies and deals but you can also open
seperate windows for each module and have everything running side by side.

I have found the speed very impressive and searching for information is rapid and easy. I also really like the way the task management system works as it allows me to keep on top of my day.

Converting inbound or outbound emails into journal entries and tasks is very easy and makes sure your records are accurate.

Nachteile

So far I haven't found any negative points with eWay

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

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

- The ease of installation and integration with MS Outlook, the mobile app that automatically synchronizes with the database (when I save new companies/contacts on my desktop, the phonebook/call log on my phone is automatically updated - so I dont have to save new phone numbers in my phone manually).
- I like the email and daily activities (calls, events, notes) logging.
- Also, the ability to attribute different parameters to companies and contacts is good and then grouping/filtering based on given criterias helps a lot

Nachteile

Once, I managed to delete whole company instead of just deleting one contact - I did not know you need to open the contact in separate window - not just highlight/mark it in the company window. That would make things a bit faster and easier as a hint for future. However, the database is being backed up every night and all the data had been restored by support team the same day.

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

Since the begining it has been a well thought out intuitive CRM system that over the period of use has been updated and improved based on user feedback to ensure E-Way continues to provide advanced useful features. The software is intuitive with tools and features well placed on-screen's real-estate.

Nachteile

Perhaps more integration between Account and Contacts WRT the account's contact profile management wrt internal circle of politics! Since major account management heavily relies on the interaction between internal managers to progress deals and projects.

Vorteile

Outlook integration and easy to use for Outlook users.

Nachteile

Mobile app - text only emails without attachements

In Betracht gezogene Alternativen

Dynamics 365

Gründe für den Wechsel zu eWay-CRM

price and outlook integration