eWay-CRM Erfahrungen

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Mir gefällt alles gut.

simple operationintegration into outlookgreat mobile application - which identifies the caller even if I don't have it stored in the phone's memory

In the beginning it was the loading speed, but it has already been accelerated a lot.It's hard for me to find flaws.

Communication and document management within the project are most critical for us. Program control is very intuitive. Integration with our ERP system was a matter of a few days.

Reporting module of eWay CRM could be improved to allow advanced report customization.Sometimes users complain about slower program responses, data synchronization between clients. But this can be affected by the immediate state of the hardware or network infrastructure.

easy to setup and deploy, easy to use for technical people

hard to manage with people leaving and going, without feeling like i need to start again, hard to use/find things for non technical users

Great ease of use and fantastic integration with Outlook, which is one the most important features for me. In fact change from another CRM for this very reason (the other CRM's integration with Outlook was always breaking on new updates).

Very few cons - one improvement, although not a big deal for me, would be if software would load quicker on startup. Once started its great.

It enables us to have all the contacts from differnt sources in one place. Work with tasks is realyy helpfull and time saving and you don´t miss important task.

There are some limitations concerning sync with Pohoda software. E.g. our product database is such massive (800k) that we cannot sync the data into eWay. The data would be helpfull for another statistics.

It is built-in Outlook so no "extra software" is required. The company account management has also been done very well. The way of exporting important data to .xls is very easy and intuitive.

Sometimes the way how this CRM can be customized (in detail) becomes an obstacle rather than a benefit due to many many different fields but it has certainly improved a lot over the years.

Easy to use. Lays right on top of Outlook which I love.

I am still learning the system but so far so good.

At eWay-CRM, we appreciate the clarity of business cases, the possibility of sorting offers according to various criteria for further analysis.

Some system settings could be clearer for the user, especially the workflow scheme is complicated to set.

Project-based design, easy work with tasks and documents

Configuration of workflow, relations, responsibilities; risc of overloading of system with information that leads to the lack of transparency

Easy to manage projects progress information, while always at the tip of your fingers directly in Outllok. Thoroughly thought-out workflow and ways of integration eWay with other systems.

The new user interface is too bulky, sometimes making orientation a little awkward

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.

The admin panel is a little confusing.

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.

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

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

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

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.

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

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.

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.

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.

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.

Does everything a small sales office needs in the free version. Very flexible and getting better all the time.

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.

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.

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.

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.

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.

We love the seamless integration with Outlook. We spent a few years looking for a Microsoft BCM replacement and eWay-CRM was the first system that not only provided the functionality of BCM, but took it to the next level. The seamless integration with Outlook was a must for us. Also, we occupy a very niche marketplace so the level of customization available in eWay was a must. After a year or so, I am sure we have only scratched the surface regarding all the available features, etc.

Using eWay is pretty straight forward and basic customization (adding fields, etc.) is pretty easy. However, if you need to add more advanced features / customizations, it can get pretty complicated quickly (especially for someone like me that is not computer savvy). But I guess that is par for the course -- the more customizable, the more complex. I prefer to have a consultant at eWay take care of these items and recommend solutions. I think it is well worth the expense.

- Ease of use
- Cyclic relations of items, easy access
- Time saving
- Mobile app to use in meetings
- Well supported

- Missing integration with our ERP (Money S4)
- Operating on more PCs/laptops under one username sometimes causes problems

This product is very easy to use. I like the ability to connect to other systems.

Currently eway-crm contains all our requirements.

We love how eWay is integrated with our Outlook. We always so many tabs open so it is nice to be able to have our tasks and projects in Outlook since we always have Outlook open anyways!

The advanced project workflows are difficult to process, but thankfully we can request eWay employees to set those up for us!

Sales Pipeline
Contact Management
Task Management
Outlook Integration

Still working on full Mac and Web Apps, which is planned by end of 2022.