eWay-CRM Erfahrungen

Vorteile

Übersichtliche Plattform
alle Informationen auf einen Blich

Nachteile

Mir gefällt alles gut.

Vorteile

Things that I like the most: 1. Customization. You customize the forms, the views, the database, the workflows, and everything and use them whatever way you want to use them. Really. 2. The breadth of features. Whatever you want to do, eWay-CRM has a way to do it. 3. Customer service. You call customer service in the USA any time during working hours and [SENSITIVE CONTENT HIDDEN] will pick up the phone in 5 seconds and solve your issue pronto. 4. The stability. Windows 10 and Office have dozens of updates and changes. You can always count on eWay-CRM to be there, stable, available 100% of the time. 5. Reliability. Everything is backup in the cloud instantly. My data is safe.

Nachteile

I like eWay-CRM so that much that I cannot think on anything to change, except some very minor icon function changes I suggested in the online forum. Has not been changed because fellow users did not agree with my suggestion. I can live with that and recognize that that only changes with a lot of users support can be implemented.

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

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.

Nachteile

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.

Vorteile

Integration into OutLook makes it easier to connect orders from mails to more complex data.

Nachteile

It is slow compared to other services and for its age.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum eWay-CRM gewählt wurde

Cost

Zuvor genutzte Software

Salesforce Sales Cloud

Vorteile

Fulltext search in HUB. Or easiness to add pictures or notes on the go through phone.

Nachteile

I would like to have web access under Essential license. It is good for Win users, on Mac I struggle.

Vorteile

very simple and intuitive to use. It is not unnecessarily complex, but at the same time there is nothing missing from our point of view.

Nachteile

sometimes it happens that eWay is not compatible with Outlook. Outlook cannot run if eWay is installed. Then it is necessary to uninstall and reinstall eWay. This is, I would say, a serious glitch.

Vorteile

We like the unlimited possibility of custom fields and the access to the Database (R/O) to import that in our quotes template with our calculation of price.

Nachteile

The relations between the data is not easy to assimilate because is very powerful.

Vorteile

I appreciate ability to have all the contacts at one place. Useful, practical, quick.

Nachteile

time to time Outlook wants to autimatically delete the program.

Vorteile

simple solution for business activities, connection with outlook, acceleration of reporting for management

Nachteile

nothing important :=) We currently use the e-way system as a basic business program (management of business activities). We are currently not using the full range of options.

Vorteile

Adaptability by myself - for most edits I don't need contact support

Nachteile

Bugs from MS Outlook are transferred to CRM

In Betracht gezogene Alternativen

Dynamics 365

Warum eWay-CRM gewählt wurde

Individual solution cannot be easily upgraded to newer version

Zuvor genutzte Software

Dynamics 365

Gründe für den Wechsel zu eWay-CRM

Price & simple adaptability

Vorteile

eazy to use, the best value for money, Sales rep. like it, especialy a mobile version, which helps them to be up to date while the
y are on the business trips

Nachteile

Honestly, I haven't found anything like that

In Betracht gezogene Alternativen

Dynamics 365 und Salesforce Sales Cloud

Warum eWay-CRM gewählt wurde

Flores was too complicated, not 100% reliable, user simply hated to fill info in the complicated structure of it.

Gründe für den Wechsel zu eWay-CRM

easy to use, much cheaper, better functionality

Vorteile

The support of the eWay team is intensive
outlook user interface

Nachteile

editing documents before customization according to our requirements

In Betracht gezogene Alternativen

Dynamics 365

Warum eWay-CRM gewählt wurde

I wanted one working environment, including email I wanted to get information quickly from CRM I wanted a system that would effectively return the time I spent sharing information

Gründe für den Wechsel zu eWay-CRM

Customer support is 100% and transparent Effectively wasted time in my business

Vorteile

Email integration is amazing. I've been searching for a tool like this for years. I simply can't recommend it enough.

Nachteile

The fact that I didn't know about eWay sooner.

Vorteile

customizable
bulk emails
project planning
reports
workflow automatization
quotations and inquiries
great customer service

Nachteile

none, after almost two years I'm still happy, they update frequently and are always ready to help

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

Virtually limitless customization options, and normally easy to accomplish. I like the ability arrange the views according to my desired (economy of) placement. The Search and Bulk Change functions respond very rapidly. The ability to export contact data and notes, etc. is very attractive for HIPAA compliance and retention purposes. Ditto the ability to attach all kinds of interactions and documents to specific clients is excellent. And the price--is very reasonable for all the value, AND THE SUPERB TECH SUPPORT PROVIDED so cheerfully and rapidly!

Nachteile

I think that the email marketing templates' designs could be expanded and enhanced, and the actual customization tips/instructions could be expanded and in some cases more clear.

Vorteile

It's not just that eWay-CRM sits on top of MS Outlook, there are many other add-ins that do that; its that it's been designed to work 'within' Outlook the way that most Outlook users 'think' and work that makes it so appealing for professionals of a certain age who grow up using Outlook 2007, 2008, 2010, 2013 and 2016. It feels like 'home', renovated without spoiling the original 'wood floors and period features.

Nachteile

The lack of ability to provide its models and menus with alternative display names/headings is disappointing. The default names of "Deals" and "Projects" don't lend themselves well to certain categories of work or geographical preferences. For instance, we would prefer to use "Enquiries" instead of "Deals", and "Cases" instead of "Projects" in some circumstances.

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

eWay-CRM is a very user-friendly CRM tool. Thanks to eWay-CRM, we have an overview of all deals and we always know everything what we need to know about our customers. I really like the integration with Outlook. I appreciate the mobile application and integrations with other apps.

Nachteile

I think there is a lack of integration with Office 365 online.

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

Although there were some early issues with our use as an add in with Outlook, it appears that E-way did resolve these and the product has been very stable and reliable ever since. Ultimately this is the most important aspect for me - to be able to rely on the software package to provide the answer when I need it. Too many other ad in type software slow the performance of the software that they are connected to.

Nachteile

I haven't made the most of the software itself, and tend to export data to excel to process, simply because its a software package I know well. I know this is just a time commitment thing and that I should spend the time to learn the full abilities of E-way.

Vorteile

eWay-CRM allows the owner to customize which modules you wish to use/see. You can also put limitations on other users by classification/roles. Great product for a single or multiple users. Loved the fact that I can customize my own forms/pages to fit my needs or contract with eWay-CRM to assist. Product gives me flexibility to use with MS Outlook via Windows (desktop), Web based and on a Mac Book via Web.

Nachteile

eWay-CRM is constantly making improvements. A few items I would like to see is a training video/manual showing a day/week of a lead or client activity (processes). And a segmented users group; legal, accounting, sales, consulting, etc. to share processes/ideas.

Vorteile

Export/Import
Contacts
User fields
Outlook plug-in
Customizable

Nachteile

The "compatibility" (perhaps there are better words) with MS Outlook.
It requires a lot of Outlook's memory and if there are other add-ins switched on, e-way/Outlook crashes.
I think the biggest advantage to have e-way as Outlook add in is also its biggest drawback.
For not experienced users/admins it can be difficult to set up the most effective way of working with e-way (e.g. to not have too many logs, information, Tasks etc.)