eWay-CRM Erfahrungen

Vorteile

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Nachteile

Mir gefällt alles gut.

Vorteile

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.

Nachteile

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.

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

Integration into Outlook, quick response

Nachteile

Too many windows, sometimes I am lost, when working at 1 project

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

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 and work with it, good structure

Nachteile

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"

Vorteile

The integration inmy office and outlook seems perfect

Nachteile

nothing, all what it have is perfect for my work

In Betracht gezogene Alternativen

Warum eWay-CRM gewählt wurde

Zuvor genutzte Software

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Vorteile

I most like a web version of that utility. For me is more easy to use.

Nachteile

eWay-CRM like as add-in is for me worse to use, because i mostly must wait to load a data. And in web version, i can't load an emails or documents to some projects.

Vorteile

Outlook desktop integration and outlook android
Technical support

Nachteile

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

Vorteile

Diary, sales planning, email integration

Nachteile

The way it's integrated in our company with our main bussines software.

Vorteile

We absolutely wanted (and found) an add-in to Outlook that would prompt for Sales Lead association upon sending an email. We can go about our normal business and it will prompt us for association -- as long as the contact is in the database.

Nachteile

Cost is higher than expected....but partly because I have to pay for extra storage.
- When we associate an email (or email chain) with a Sales Lead, all of the messages with that lead are stored on eWay.
- The problem is that we send and receive many large attachments.
- We wish there was a way to not store attachments.

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Gründe für den Wechsel zu eWay-CRM

Vorteile

Features and logic and improving. You can customize the SW as you need and if you know how, you can do it by yourself.

Nachteile

In the beginning the call from mobile phone was reported easily in the app "automaticaly" but this is no longer possible. This was nice for better reporting of time, how long you spent calling clinets. You can do it now manualy, but the added value is lost.

In Betracht gezogene Alternativen

Warum eWay-CRM gewählt wurde

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Vorteile

Integration in MS Outlook

Nachteile

Reports are bad

In Betracht gezogene Alternativen

Warum eWay-CRM gewählt wurde

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Vorteile

Extremely convenient despite the broad array of features.

Nachteile

I find some of the customizations a little challenging to achieve exactly what I was hoping for.

In Betracht gezogene Alternativen

Warum eWay-CRM gewählt wurde

Gründe für den Wechsel zu eWay-CRM

Vorteile

Outlook Integration, Pipeline management, Mobile app with contacts synchronization and access to all data from the phone.

Nachteile

Initial customization was not super intuitive and required several remote help sessions

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Vorteile

The MS Out look plug in aspect of the product makes it incredibly easy to adopt and integrate into daily workflows.The ability to adapt the product and configure it to meet our needs without an outside consultant makes it possible to get the CRM we want without all the extra questions, costs and consulting

Nachteile

Still learning- nothing to negative at this point.

In Betracht gezogene Alternativen

Warum eWay-CRM gewählt wurde

Zuvor genutzte Software

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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

Integration with Outlook making interaction with eWay similar to how one navigates Outlook. Most outlook plugins I use or had tried take a significant performance tall on Outlook, but eWay is barely noticeable after initial startup time. Once or twice a week eWay seems to be bringing outlook to a halt but Outlook restart remedies this situation.

If you have a simple "how to" or "why not working" question you can expect a relatively prompt (2 - 12 hour) response.

Nachteile

1. the tutorials and eWay admin configuration screens refer to the same modules and objects within eWay by different names make understanding of the explanations confusing.
2. eWay does not support a concept of working with your company's global, centralized and shared contract database that is supported by MS Exchange via shared public contact(s) folders. Thus, every contact change made by one eWay user has to synchronized to all other users's MS Exchange's personal contact folders.
3. If you are reaching out to eWay to have them set up of repair not-working functionality expect to sent week on sending and reseeding your emails asking eWay to give you at least any response.

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

It works... all the time. Sounds like a basic, but contact software can often be flakey. This platform is very stable. Other positives, very easy to learn, runs fast, doesn't take a lot of key strokes to do most tasks.
Also, they are always updating it.

Nachteile

There are no major outages on how we use it.
Small things. Stronger custom reporting. I wish the Journal calendars were better integrated.

Vorteile

With eWay-CRM, I am in a better situation to customize and send high volume outbound marketing emails.

Nachteile

It’s been three years ever since I implemented eWay-CRM and I barely encounter flaws.

Vorteile

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

Nachteile

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

Vorteile

Simplicity and flexibility of the system.

Nachteile

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

Vorteile

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.

Nachteile

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.