eWay-CRM

Vorteile

Übersichtliche Plattform
alle Informationen auf einen Blich

Nachteile

Mir gefällt alles gut.

Vorteile

that is modular, very flexible und built into the outlook as add-in

Nachteile

some features to program is rather complicated, but with help of the videos of instructions it can be done

Vorteile

The way you can customise the screen (Forms) with the Formular Designer. We will start with one licence to continue the setup. If the CRM works we will invetsigate the possiability to use the Project function to build our custom TMS System (Transport Management System) with project costing.

Nachteile

That you are unable to design the pdf and print layout. We have been told that this can only be done by e-way programming staff. Multi currency function for offers. Not very flexible to set up on your own.

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Nachteile

too many notifications coming every day to my email

Vorteile

It's straight out of the box, easy to setup unlike most other platforms.

Nachteile

Having time to get to grips with the power of its capabilities.

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Vorteile

The system is similar not only in appearance but also in its functionalities to Outlook.

Nachteile

The connection with Outlook occasionally drops. After EWAY updates, database synchronization errors appear, which then need to be resolved with the IT department.
User-unfriendly linking of incoming emails to individual projects.

Vorteile

We chose eWay because it's built into Outlook, it's really handy. You can easily match emails to opportunities and save them. You can easily see what stage of the negotiation you're at. It is good for mailing campaigns.

Nachteile

Maybe it would be good to have more possibilities in creating mailing. The templates are very strict and some elements cannot be removed from them. More options for text alignment, slightly better editing.

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Vorteile

The complete merge of my database from Outlook BCM 2010

Nachteile

The time for webinars/Masterclasses are only scheduled for office hours in US.

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Vorteile

Simplicity, clarity, customer-specific setup, professional approach of EWAY staff during implementation.

Nachteile

I have no reservations about the system, it works according to our wishes and settings.

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Vorteile

A game-changer for managing clients and projects seamlessly.

Nachteile

It works well for us. A few tweaks could make it even better.

Vorteile

Automatic import of emails that works well.

Nachteile

Multiple modules. I am lost sometimes.
I am not sure what are the differences between online desktop etc.

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Vorteile

It is possible to trace an enquiry logged and see all relevant documents on one enquiry

Nachteile

Fact that things duplicate themselves likes e-mails and documents in task but also placed on deal or contact while you can not create a second and so forth deal for the same client with the same e-mail address, you must delete e-mail address and add into notes

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

easy to use system as long as you dont make any mistakes.

Nachteile

accidentally removed a field from the system and to have it restored would cost us a support fee..

Vorteile

eWay-CRM stands out for its ease of use, helping me create invoices and manage responsibilities results easily. The automation capabilities save time, and it’s a reliable answer for organizing client statistics. With remarkable IT help and clean commercial enterprise methods, it’s a step in advance of options like Money-S and Pohoda.

Nachteile

eWay-CRM most important drawbacks are slow performance at instances, no offline functionality that can interrupt work.

Vorteile

possibility to connect to PowerBI
low licence fees per user

Nachteile

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

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

Price
Easy to adjust to your needs
Incorporated in Outlook

Nachteile

Lack of connections to other systems or 3rd party services

Vorteile

It is easy to use. It is easy to implemented and it is very user friendly. eWay - CRM is oriented on customer. The support is very helpfull.

Nachteile

The necessity of frequent updating of the entire eWay, sometimes it gets stuck in the work.

Vorteile

creation of customized modules according to customer needs

Nachteile

slowing down of MS Outlook when creating a project, filtering orders etc.

Vorteile

Simplicity and flexibility of the system.

Nachteile

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

Vorteile

Designed for smaller agencies, eWay simplifies facts capture, retrieval and pipeline control even as providing seamless touch sync and cell accessibility.

Nachteile

Works well overall, but could use more template options.

Vorteile

Output and filter settings. Operational work in the system and data range.

Nachteile

I can't think of anything. Everything works according to our wishes and requirements.

Vorteile

it works like an application in MS outlook, we don't need to run another application or program

Nachteile

In the email preview, it is not possible to find out whether the email is assigned to eWay

Vorteile

CRM integrated to the Outlook.
Workinkg with calendar, i can plan meeting throw the outlook calendar. I see history of the meeting in the calendar.
Working with opportunities, I can follow my pipeline of projects.

Nachteile

Slowing down the Outlook. Sometimes i must wait couple of minutes then I can work.

Vorteile

connection possible with mobile device, needed for easy access on the road

Nachteile

the clunky submenu's and trying to attach a document specifically to a certain journal in the account of a specific doctor

Vorteile

eWay is by far the best CRM integrated in Microsoft Outlook. We were really screening the market for a CRM who is truly integrated into Microsoft Outlook, and the one that does it all right is eWay-CRM.

One of the best features is the possibility to design the forms and the fields that you need by yourself without any coding. And this also includes automated actions.

Nachteile

There's nothing that we don't like. We have a server license that we host by ourselves with around 110 users. Sometimes the speed of the software is a bit slow for my opinion, but this could also rely on our server capacity and not on the software.

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Vorteile

It's seamless integration into Outlook and working with attached documents.

Nachteile

Not much negative to talk about. I'll have to think hard. Maybe the development that now mostly focuses on Outlook Online instead of Desktop. The table editing would have been great to have on desktop.

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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.

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Vorteile

E-way CRM is easy to use, and easy to filter out what information you require

Nachteile

E-way CRM slows down a lot of my other applications on my laptop. Additionally, sometimes Microsoft disables the add in if there has been any conflicting issues

Vorteile

The modules are almost limitless in their customization options which allows us to design module types that perfectly support the most efficient workflows.

Nachteile

That some feature changes still require the old admin settings. Though I am now comfortable navigating the old settings, it makes it more difficult to allocate responsibility to others sense it's a different dashboard that is designed differently than the new admin portal.

Vorteile

In new version headline's color. I always know where I am.
I can setting column list.

Nachteile

Old version.
In Journal -Superior item is useless function.
In deal
-contract type is confuse function.
-other information (I do not know where the amount came from)
Importing sheets are difficult, especially at the end phase, like at company, deals etc.

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.

Vorteile

clarity, speed, adjustability, simplicity, all customer information in one place, quick creation of newsletters... and more

Nachteile

mobile app could be better, after creating a call log, I miss the simple ability to create a notification for a future call

Vorteile

The flexibility, I could set it up to answer all my needs as an insurance broker

Nachteile

The price, its a great product but it is expensive.

Vorteile

connected with outlook
simple export of the data

Nachteile

new look is a bit chaotic
sometimes makes outlook slowly

Vorteile

Functionality: it just does what it says it does. For us it's a customizable CRM where we have tens of custom fields suited for our needs. Layout of fields is also customizable. We have all information about our customers in one place. And I also appreciate that it is (also) a desktop app which integrates to Outlook - I am not a fan of Online Outlook.

Nachteile

Although it is currently understandable possibly due to technical impossibilities, I don't like, that the most useful new features are available only in online version of the app. I like, I want and I need the desktop version.

Vorteile

Easy to use and quite logical to pick up for a small business owner who doesn't have much time to be able to 'play' to learn. The eWay colleagues are always so helpful if you have an issue.

Nachteile

I would like more interconnectivity with LinkedIn and also standard apps - for example Xero, and Sales Navigator

Vorteile

I like creating of a new contact via AI, New dates, occasions and marketing campaign.

Nachteile

It's a shame that only the desktop version is possible for marketing campaigns. It's also not clear whether I'm logging into the desktop or online version.

Vorteile

works on top of outlook
it can be adjusted to our needs

Nachteile

mobile app
some customizations that are impossible of doing
not being able to have a trigger with Zapier

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Vorteile

All information about orders and communication between customers and our company. Availability on both PC and phone.

Nachteile

I would like to be able to mark projects with different colors that would indicate a certain status

Vorteile

One of the primary attractions of eWay-CRM is its high level of flexibility. It can be easily customized by the buyers to suit their own requirements, for example, it can be used for order management and communicate with clients. It is a vital tool for insurance brokers and remote workers.

Nachteile

Some users find the app navigation quite difficult, additionally, every time the app gets updated, small glitches are seen.

Vorteile

Outlook integration, Kanbanview in Online Version (would be great in Desktop Version)

Nachteile

not easy possible to have different accounts (e.g. 2 enterprise, 12 private)

Vorteile

it can be managed and updated from any area we are present.

Nachteile

little difficulties in using the online web page. In ourlook the deals and contact entry is easy

Vorteile

I highly recommend e-Way for sales tracking and lead management. It has transformed our sales process with its user-friendly interface, comprehensive features, and seamless integrations. e-Way is a game-changer for any sales team.

Nachteile

Repoting seems to be a little bit complicated.

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Vorteile

I was already happy with this product, but eway online is growing with new features like views sharing / email history sync and that was also a big help. I am also excited with the latest AI features like email summary or task suggestions - this will be a huge time saver. I had a chance to try it out and it looks correct, hopefully these AI features will grow even more over time.

Nachteile

Lately I sometimes had to login every week to use the preview panel, which is a bit frustrating. But no other issues.

Vorteile

Easy way to save, link, forward emails. Tasks, projects easy way to keep notes.

Nachteile

If you perhaps save a document incorrectly - I cant find it again.
Passwords at all the documents is annoying when opening

Vorteile

I like flexibility of eWay. I can change colomns, filters et.c

Nachteile

I don´t like new design. I use old, because it is more practical for me. I like more lines when I am in the cart - Project. I can check, if i don´t have duplicity, forgotten category etc.

Vorteile

Creating opportunities and projects directly from email.

Nachteile

The report outputs are not very useful for us.

Vorteile

Easy, quick and clear sharing of information.

Nachteile

Sometimes slower response when the wifi signal fluctuates.