eWay-CRM Erfahrungen

Vorteile

Übersichtliche Plattform
alle Informationen auf einen Blich

Nachteile

Mir gefällt alles gut.

Vorteile

e-WAY has been a great tool for us for some time now, but with the last new updates and our customizations, it became very straightforward and easy to use.

Nachteile

Nothing really. At this moment we have everything we need.

Vorteile

fully customisable, can create any field required. Simple or as complicated as you like. Have used for years, and hopefully will use for many more

Nachteile

nothing really, there isnt much that stands out that I would change

In Betracht gezogene Alternativen

Zoho Desk

Warum eWay-CRM gewählt wurde

more features

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu eWay-CRM

ease of use to pick up

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

Customization of filled forms and ability to make form fields as needed.

Nachteile

There are some areas where it could be more flexible, for example some fields like type are build in. Other thing is that you cannot add "days left" field for deals or projects, but just for tasks.

In Betracht gezogene Alternativen

Pipedrive

Gründe für den Wechsel zu eWay-CRM

First and the most important, eWay CRM lets you work in outlook and use several outgoing mail adresses. Many CRM`s lets you use only one outgoing mailbox, that really limits usage. Other products are very limited in customization part as well. Microsoft for example gives such flexibility but in the end it costs much more.

Vorteile

It's an an all-in-one and complete CRM Platform in Outlook that allows me to manage projects,customers,sales and marketing activities in one place.I like how it's simple to capture,generate and manage new leads using eWay-CRM.It is simple to send engaging email messages to the right target audience.It allows me to create,run and manage email marketing campaigns effectively and efficiently.It helps to automate sales workflows.It is possible to manage our contacts with this tool.

Nachteile

There is no area or aspect of CRM that eWay-CRM doesn't cover hence I lack any limitations to highlight.

Vorteile

Integration in outlook, real database behind, customizable for our needs

Nachteile

That it is necessary. Outlook should work like this out of the box.

Vorteile

eWay-CRM let's me to easily plan,manage and track projects more efficiently.It is a reliable tool that helps me to run and manage marketing campaigns effectively.I like ease to generate leads and prospects with this tool.It is a reliable tool that increases customers engagement.

Nachteile

eWay-CRM performance is outstanding and excellent and I lack anything detestable to highlight.

Vorteile

information on the status of projects is simple, to handle and is constantly available in outlook. workflow and methods for integrating eway with other systems have been carefully considered.

Nachteile

Sometime issue related java scripting, and restart the outlook. The most recent version interfered with one of my outlook plug ins, causing it to stop working.

Vorteile

I researched several CRM programs for our small business and concluded that eWay-CRM provides the best value for our money. The customer service is outstanding; they were extremely patient with us and even provided us with a free trial. Furthermore, they proactively reached out to us in order to assist and obtain the best possible solution. The application has a boatload of helpful and simple-to-use capabilities.

Nachteile

I encountered a few minor snags during the installation process, but support service was quite helpful in rapidly addressing them. Although it wasn't perfect, the assistance I received was amazing.

Vorteile

mobile application - all colleagues know that they are calling our customer even if they do not have his phone number saved in their phoneall e-mail communication is saved to CRM automaticallyuser-variablereportingcustomer supportHe ask every year and help set the system and ask for our wish

Nachteile

Sometimes the speed of loading customer information, but they are working on it.

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu eWay-CRM

I liked the outlook integration...it didn't force me to change the way I took care of email.

Vorteile

There are two features that are really fantastic; the first is the absolute integration with Outlook and office, which is seamless and intuitive, the second is the granular possibility to modify and add fields and steps in the various modules so the software can adapt perfectly to the business procedure of every company.

Nachteile

There are minus features that can be improved as the possibility to modify fields when they are displayed in lists.

In Betracht gezogene Alternativen

HubSpot Marketing Hub, Teamwork, Bitrix24 und Wrike

Warum eWay-CRM gewählt wurde

Best overall performance and integration with Outlook

Gründe für den Wechsel zu eWay-CRM

We have tried all these products and eWay-CRM is absolutely more performant, less complicated to deploy and manage directly from Outlook the email, documents, and marketing. Time to deploy and instruct an employee to proficient use of the system is less than half in paragon with the tested software above.

Vorteile

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.

Nachteile

The admin panel is a little confusing.

Vorteile

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.

Nachteile

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

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

Salesforce Sales Cloud

Warum eWay-CRM gewählt wurde

We need something that was a bit more focused on the Sales process and the integration and ease of use made the decision for us.

Zuvor genutzte Software

Bitrix24

Gründe für den Wechsel zu eWay-CRM

Ease of use and pricing

Vorteile

eWay has been a huge improvement for our company, the ability to track long-term deals, check customer account activity and share important information between our sales teams.

Nachteile

Hard to teach older employees how to use the software, some redundancies, outlook will disable to eWay system due to the added strain on the system, slower load up times and often times information will need to be imputed into a deal that already exists within the customer profile.

In Betracht gezogene Alternativen

Salesforce Service Cloud und Tableau

Gründe für den Wechsel zu eWay-CRM

The price to valve ratio was far greater than any of the alternatives that we considered.

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

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 ease of installation and integration with MS Outlook, the mobile app that automatically synchronizes with the database (when I save new companies/contacts on my desktop, the phonebook/call log on my phone is automatically updated - so I dont have to save new phone numbers in my phone manually).
- I like the email and daily activities (calls, events, notes) logging.
- Also, the ability to attribute different parameters to companies and contacts is good and then grouping/filtering based on given criterias helps a lot

Nachteile

Once, I managed to delete whole company instead of just deleting one contact - I did not know you need to open the contact in separate window - not just highlight/mark it in the company window. That would make things a bit faster and easier as a hint for future. However, the database is being backed up every night and all the data had been restored by support team the same day.

Vorteile

I especially appreciate the direct integration in Outlook. I replaced the discontinued Microsoft BCM software with eWay CRM and had I known about it earlier I would have changed earlier. eWay CRM is far better in many ways.

Nachteile

I have not really encountered any real cons, but I really wish they would implement a timer in the call history journal to make things a bit easier when tracking calls. The current method is fine, but a timer would make eWay CRM just about perfect for me.

Vorteile

Since the begining it has been a well thought out intuitive CRM system that over the period of use has been updated and improved based on user feedback to ensure E-Way continues to provide advanced useful features. The software is intuitive with tools and features well placed on-screen's real-estate.

Nachteile

Perhaps more integration between Account and Contacts WRT the account's contact profile management wrt internal circle of politics! Since major account management heavily relies on the interaction between internal managers to progress deals and projects.

Vorteile

Outlook integration and easy to use for Outlook users.

Nachteile

Mobile app - text only emails without attachements

In Betracht gezogene Alternativen

Dynamics 365

Gründe für den Wechsel zu eWay-CRM

price and outlook integration

Vorteile

- Office integration
- reliable
- support
- Czech made

Nachteile

- dont realize now, what we wanted we asked for

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Freshdesk und Salesforce Marketing Cloud Account Engagement