Opiniones de eWay-CRM

The customer service at this company has been fabulous. They’ve answered each and every question I’ve posed to them great team to work with.

I wish the contact management software would integrate with our Verizon phone system. It does integrate with some phone systems I believe, but just not this one. That might be due to complexities of Verizon.

Outlook desktop integration and outlook android
Technical support

lots of updates and at times have to stop work and exit the platform to ensure I don't loose synchronisation

Having many features and useful reports.

Being "heavy" and slowing down the computer. Some features, such as tracking tasks per project, may be a bit complex to use.

That it integrates with Outlook very easy. I am looking forward to seeing what this CRM will do.

I have not learned how or if this will allow you do send multiple personalized emails from the task list yet, to hit multiple people on follow ups with one email.

easy to use and work with it, good structure

not possible to add a meeting to 2 or more opportunities
not possible to add multiple documents in one step
would be nice if the status changes automatically when turned from Quote to Order now it is necessary end manually "follow the quote"

Integration with Outlook. Posibility to run CRM in the browser and phone app. Ease of use. Fast searching through databases.

Change in the pricing policy. It becomes too expensive for us.

Full intergration within Outloook and GTD inspiration. Excellent support.

Customisation for being efficient is a hard work while required.

It is integrated in Outlook, which was our main issue with other CRMs.

It is adapted to the Classic Outlook only, so limits our use of Outlook (most of us use New Outlook version). It would have been a great deal to integrate it in the New Outlook as well.

the system is transparent for me and I can write notes

sometimes it is slow and maybe it would be grate, if i could use it more statements

I use eWay-CRM to replace Microsoft Outlook Business Contact Manager which I used for years but is now obsolete. It is doing the job nicely after my database was imported into e-Way. I like having my client’s data records stored in a server other my computer since I know my data is safe and secure. I had a hard drive failure before when everything was stored on my computer and came close to losing almost 20 years of client data. I no longer worry about that. There were some issues initially when moving things to e-Way but their support staff ([sensitive content hidden]) was very helpful and responsive. They had to do some tweaks for my business model which they completed in a timely manner.

I would like to see more options for the end user being able to customize fields and layouts. You can do some things but it is not as flexible as BCM was. Some things have to be done by the support staff that I think could be done by the user. That said, again they are helpful with this when asked to make changes. I would also like to see custom filters be able to use any data field when creating custom filters. Currently that is not an option. You have only certain fields available.

All contacts in one place, integrated to Outlook, sync to Exchange so that contact info is accessed when searching for email address of a recipient. Also synced to Android contact list. And not just contacts but also companies as clients, suppliers as well. Super cool is adding tens of new data fields to contacts, companies, so we could scrapped multiple excel spreadsheets. Emails are automatically paired to contacts and companies - I can check emails of employees to clients, if I want to, even though I am not cc'd :-) And there are plenty more cool features I couldn't even imagine we needed :-)

Some sync issues occured - even to Outlook but mostly to cellphone when it can be messy, clunky and needed wiping of all synced data and resyncing completely. Also even though UI is friendly as Outlook can be, it took me a while to understand the logic and correct ways how to handle different things in the app.

The support of the eWay team is intensive
outlook user interface

editing documents before customization according to our requirements

Simplicity and clarity. Easy assignment of tasks, overview of projects.

Time planning of work (but this is determined by the type of work performed)

I really love and appreciate the seamless integrations with Microsoft Outlook and Office which enables us to access CRM functionalities directly within the Outlook interface, hence making it easy to track and manage our customer interactions without switching from one app to another. It offers customizable and scalable options which allows us to tailor this tool to our specific needs. It enables me to make things like custom fields, forms, workflows, and reports to align with unique business processes. Overall this tool accommodate the growth and evolving requirements of our business needs over time.Enhances team collaboration. We are able to collaborate effectively by sharing customer data, contact, task's and projects. Also we are abl to access real-time information, track progress, assign tasks, and communicate within this tool easily hence promoting collaboration and teamwork.

Some users in my organization especially those that are not tech-savvy or have limited experience with this tool find it a bit complex and difficult to navigate. Also the learning curve can be as well be steep which requires time and effort to fully understand everything.

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.

Possible integration with other SW (accounts, email campaigns), Custom form designer available for admins, sharing useful views on database, reporting, trouble-free SW updates, Outlook integration and email management, Guides for effective operation in Outlook (MS office) and implementation of time management advices into a guide designed arround eWay. Mobile app available for basic contact/lead management

Word export templates are typically longer to setup process. Missing possibility to see selected customer locations in a map, graphical scheme with stage of lead in a pipeline

Outlook integration and easy to use for Outlook users.

Mobile app - text only emails without attachements

I really needed a CRM/Business Contact Manager that is plugged in and could be available from the toolbar in Outlook. It is available on my android or iOS device and other PCs and Mac's.
The price is perfect for the product and not prohibitive.
The abilities are deep and very capable.

I have not found anything I have not liked. There are some features within e-Way that I do not have a need to use but nothing, I don't like.