eWay-CRM

Vorteile

Übersichtliche Plattform
alle Informationen auf einen Blich

Nachteile

Mir gefällt alles gut.

Vorteile

connected with outlook
simple export of the data

Nachteile

new look is a bit chaotic
sometimes makes outlook slowly

Vorteile

easy to use, very practically integrated into the MS Outlook

Nachteile

There were sometimes technical problems, when MS Outlook ban the e-way add-in.

Vorteile

A good database tool. I'm able to see companies, contacts & projects from other countries that can be a prospect for us as well.

Nachteile

I do not have the rights to extract reports, excel files and any information needed.

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

Intuitive operation
Good overview
Ability to export data to Excel (very useful)

Nachteile

I do not really like new appearance/layout of eWay. I am still using the old one.

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

Fast and reliable performance with minimal crashes or bugs, providing a smooth user experience.

Nachteile

The absence of structured, step-by-step training programs could make it difficult for users to fully utilize the software, especially for more complex functions.

Vorteile

it is easy to customize the form and templates, reports work great as well.

Nachteile

Online version does not have same features as desktop (notes Field) minor issue.

Vorteile

Ability to customize the user interface to your own needs

Nachteile

Sometimes MS Outlook instability and sometimes eway add-in is in the list of banned add-ins

Vorteile

Deal Tracking is very easy and user friendly. Helps with planning and budgeting

Nachteile

The mobile app feels very basic.
This is saying a lot if the app is my least liked thing

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

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

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

Integration in Outlook. Could be modified from our side. Mobile phone app. Imports and exports of data.

Nachteile

Some modifications need to be done by creator and you have to pay fees.

Vorteile

creation of customized modules according to customer needs

Nachteile

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

Vorteile

Communication with IT support is excellent. we can solve many things immediately by phone or remote management

Nachteile

each software has its own logic of programming and use and its own nomenclature. at first it was sometimes more difficult to empathize with these words.

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

I can tailor it to meet my needs very easily

Nachteile

The software administration has a steep learning curve, making it challenging for not experienced administrator to get started.

Vorteile

Nice integration to MS Outlook, there is no request for more activity, you easily work in MS Outlook and add all importatnt info´s into eWay CRM.
Also nice connectivity with our accountant database

Nachteile

there is no mo complaints, maybe a large volume of backup

Vorteile

Probably nothing worth mentioning (and minimum of 40 charactest here - are you crazy?)

Nachteile

It forces me to use the outdated, unfashionable and ugly classic Outlook or the web interface, which in turn lacks integration with email. In addition, when one would be willing to use the old Outlook (why, for God's sake!) and has a modern Copilot+ laptop with AArch64 architecture, everything is disgustingly slow and by the time Outlook boots up, I can make coffee. It's 2024, not the noughties where x86 is the only platform in the world.

So I use eWay out of necessity, not pleasure...

Vorteile

Convenient ability to search, segment and fill current transactions.

Nachteile

No email notifications about burning tasks

Vorteile

I like the ability to record notes, save emails and documents, schedule tasks and much more.

Nachteile

I don´t like frequent updates, occasional crashes

Vorteile

organizes everything and the reminder is great

Nachteile

no problem with eway self. problem is other users not using it to full capacity

Vorteile

Easy to use and lots of functions to capture important information that makes searching for information easy.

Nachteile

I don't know all the features yet. But I struggle a bit with the filter system.

Vorteile

The good database and functionality in general

Nachteile

When updated the system creates a lot of small errors most of the times

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

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

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

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

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

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

possibility to connect to PowerBI
low licence fees per user

Nachteile

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

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

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

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

Price
Easy to adjust to your needs
Incorporated in Outlook

Nachteile

Lack of connections to other systems or 3rd party services

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

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

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

de toutes les fonctionnalité existantes dans cette application, celle qui me semble meilleures est la récupération des leads. car cela donne des opportunité de les avoir en clients dans les prochaines étapes

Nachteile

Au début on pourrait se perdre mais après une bonne dose de formation il est agréable de l'utiliser

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

Creating opportunities and projects directly from email.

Nachteile

The report outputs are not very useful for us.

Vorteile

Simplicity and flexibility of the system.

Nachteile

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

Vorteile

Easy, quick and clear sharing of information.

Nachteile

Sometimes slower response when the wifi signal fluctuates.

Vorteile

the possibility and the easiness of setting this CRM up in the format which suits your business best.

Nachteile

When contacts move companies, you cannot just deactivate them and add them to a new company, this would give us tracebility of someone's carreer path

Vorteile

e-Way is a top CRM for Microsoft Outlook, presenting easy information capture and retrieval, including invoices and client activity.

Nachteile

While the UI can be complicated to navigate at times, it normally affords a great user revel in.

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