eWay-CRM Erfahrungen

Vorteile

Übersichtliche Plattform
alle Informationen auf einen Blich

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 is an intuitive CRM solution that makes managing customer relationships easy. It has a clean, user-friendly interface that is easy to learn and navigate. The features are comprehensive and provide users with tools to track customer data, manage contacts and activities, and create insightful reports. The customer support team is also very helpful and knowledgeable.

Nachteile

One downside to eWay-CRM is that the pricing structure can be a bit confusing and expensive for some users. Additionally, the mobile app doesn't have all the features available in the desktop version.

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.

Vorteile

Customization of filled forms and ability to make form fields as needed.

Nachteile

There are some areas where it could be more flexible, for example some fields like type are build in. Other thing is that you cannot add "days left" field for deals or projects, but just for tasks.

In Betracht gezogene Alternativen

Pipedrive

Gründe für den Wechsel zu eWay-CRM

First and the most important, eWay CRM lets you work in outlook and use several outgoing mail adresses. Many CRM`s lets you use only one outgoing mailbox, that really limits usage. Other products are very limited in customization part as well. Microsoft for example gives such flexibility but in the end it costs much more.

Vorteile

It's an an all-in-one and complete CRM Platform in Outlook that allows me to manage projects,customers,sales and marketing activities in one place.I like how it's simple to capture,generate and manage new leads using eWay-CRM.It is simple to send engaging email messages to the right target audience.It allows me to create,run and manage email marketing campaigns effectively and efficiently.It helps to automate sales workflows.It is possible to manage our contacts with this tool.

Nachteile

There is no area or aspect of CRM that eWay-CRM doesn't cover hence I lack any limitations to highlight.

Vorteile

I most like Connect to Economic system Pohoda

Nachteile

Miss - Eway Web Calendar, better mobile version /iPhone,iPad/

In Betracht gezogene Alternativen

RAYNET CRM

Vorteile

eWay-CRM offers a wide range of features, including email integration, task management, and project tracking. The platform's user-friendly interface and customizable workflows make it easy to use, and the customer support team is responsive and helpful.

Nachteile

One downside of eWay-CRM is that some features may not be as robust as other CRM platforms on the market.

Vorteile

eWay-CRM let's me to easily plan,manage and track projects more efficiently.It is a reliable tool that helps me to run and manage marketing campaigns effectively.I like ease to generate leads and prospects with this tool.It is a reliable tool that increases customers engagement.

Nachteile

eWay-CRM performance is outstanding and excellent and I lack anything detestable to highlight.

Vorteile

I love the fact that it is integrated right into my Outlook, making it simple and easy to use. The automatic email tracking feature and workflow automation also save me a lot of time and effort. I appreciate how organized it keeps all my contacts, deals, and projects, and the ability to convert emails into deals or tasks with just a few clicks is incredibly convenient.

Nachteile

Need of ability to schedule social media posts within the platform

Vorteile

There are two features that are really fantastic; the first is the absolute integration with Outlook and office, which is seamless and intuitive, the second is the granular possibility to modify and add fields and steps in the various modules so the software can adapt perfectly to the business procedure of every company.

Nachteile

There are minus features that can be improved as the possibility to modify fields when they are displayed in lists.

In Betracht gezogene Alternativen

HubSpot Marketing Hub, Teamwork, Bitrix24 und Wrike

Warum eWay-CRM gewählt wurde

Best overall performance and integration with Outlook

Gründe für den Wechsel zu eWay-CRM

We have tried all these products and eWay-CRM is absolutely more performant, less complicated to deploy and manage directly from Outlook the email, documents, and marketing. Time to deploy and instruct an employee to proficient use of the system is less than half in paragon with the tested software above.

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

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

In Betracht gezogene Alternativen

Dynamics 365 und Salesforce Sales Cloud

Warum eWay-CRM gewählt wurde

Flores was too complicated, not 100% reliable, user simply hated to fill info in the complicated structure of it.

Gründe für den Wechsel zu eWay-CRM

easy to use, much cheaper, better functionality

Vorteile

The support of the eWay team is intensive
outlook user interface

Nachteile

editing documents before customization according to our requirements

In Betracht gezogene Alternativen

Dynamics 365

Warum eWay-CRM gewählt wurde

I wanted one working environment, including email I wanted to get information quickly from CRM I wanted a system that would effectively return the time I spent sharing information

Gründe für den Wechsel zu eWay-CRM

Customer support is 100% and transparent Effectively wasted time in my business

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.

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.

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.

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

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

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

Vorteile

- Office integration
- reliable
- support
- Czech made

Nachteile

- dont realize now, what we wanted we asked for

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

In Betracht gezogene Alternativen

Freshdesk und Salesforce Marketing Cloud Account Engagement

Vorteile

simple and user-friendly configuration of data views

Nachteile

the note editor could have a formatting option

Vorteile

Export/Import
Contacts
User fields
Outlook plug-in
Customizable

Nachteile

The "compatibility" (perhaps there are better words) with MS Outlook.
It requires a lot of Outlook's memory and if there are other add-ins switched on, e-way/Outlook crashes.
I think the biggest advantage to have e-way as Outlook add in is also its biggest drawback.
For not experienced users/admins it can be difficult to set up the most effective way of working with e-way (e.g. to not have too many logs, information, Tasks etc.)