eWay-CRM

eWay-CRM

Flexible CRM for Microsoft Outlook

4.6/5 (106 avaliações)

Resumo do eWay-CRM

eWay-CRM is a customer relationship management (CRM) plugin for Microsoft Outlook which combines tools for marketing, project management, sales, customer management, and more. The application is suitable for sales or project-oriented businesses of any size which use Microsoft Outlook.

eWay-CRM allows users to import their existing data on customers and business opportunities using a built-in template which can be filled with data and uploaded by dragging-and-dropping. Details of all customers, partners, suppliers, and competitors are stored in a single database, and can be organized into custom categories, sorted and filtered based on importance, potential, relationship type, size, location, or any custom fields. Full communication histories are stored, including emails, phone calls, meetings, invoices, and documents, and are carried across when projects are created from leads. Automated reminders are synchronized with Outlook tasks, and generated for overdue payments; customer birthdays; if a customer stops ordering; and more.

Through the marketing module in eWay-CRM, users can send out targeted email campaigns to potential customers, with email templates, wildcards for message personalization, and automatic feedback tracking. The deals module enables management of individual business cases using customizable workflows and automatic task generation. Deal sources can be tracked, and users can create quotes, plan meetings, and view a range of sales statistics. A variety of standard reports are built into eWay-CRM, and users can export reports as Microsoft Word, Excel, and PDF files.

Preços

A partir de
US$ 28,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Austrália, Brasil, Canadá, Europa, Alemanha e outros 3, América Latina, Reino Unido, Estados Unidos

Idiomas

Checo, Inglês, Alemão, Norueguês, Russo

eWay-CRM - Avaliações

Classificação geral
4.6/5
96% avaliações positivas
73
Excelente
29
Muito bom
4
Média
0
Ruim
0
Péssimo
Freek K.
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eWay CRM taking your business forward

Usado Diariamente durante Mais de dois anos
Avaliado em 30/03/2017
Fonte da avaliação: Capterra

eWay CRM is the most important management tool in our business. It enables us to be in control of our supply chain, operations as well as our valued customers. Their support is excellent and very friendly, in such a way that we became friends over the years. eWay is part of our business since January 2013. With their frequent upgrades eWay keeps up with the newest technology and market trends. Definitely the best investment we have made in our business. I would strongly recommend eWay and can't imagine been without it - an excellent product, with an outstanding support team.

Vantagens

1. The way it is fully integrated in Outlook.
2. The flexibility to customize workflow, add fields and form layouts, conditional formatting of user views, customizing and filtering views etc.
3. Automated assignments of document and emails etc to "deals", "projects", clients, suppliers etc.
4. The frequent updates.
5. Excellent support team and online documents and training videos.
6. Cloud Hosting of the server database. This feature enables us to be mobile and flexible. As long as we have internet access we can work from anywhere in the world. We are no longer office restricted. With Cloud hosting no more downtime due to power or data disruptions.
7. Our employees can work from home.
8. Easy accessible history records of all our clients, suppliers, deals and projects.
9. Task management and marketing tools - although we don't use it to its full potential.

Desvantagens

I can't think of any. If I must add something maybe the fact that it can't make coffee.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Joe G.
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Best Small Sales Office CRM Software.

Usado Diariamente durante 6 a 12 meses
Avaliado em 24/01/2017
Fonte da avaliação: Capterra

I own a small home based sales business with two employees including myself. Many years ago the company I worked for used ACT as their CRM software. As the national sales manager for that firm I was able to make it work but I had to learn to use Crystal Reports to properly mine the data we were gathering.

in 2006 when I left to open my own company and I kept ACT because that is what I was what I knew. But after several hard drive failures that cost me many days of downtime reloading and trouble shooting software I decided to move my CRM data to the cloud. At that point I started working with "Prophet" by Avidian. It worked great for me and was pretty inexpensive by comparison. 2 years ago Prophet converted it's database and wanted to charge me dollars to convert what little data I had. After being a customer for so many years I saw that $ dollar demand as an act of war and went back to using ACT. Again ACT works but it is clumsy for me to keep bouncing back and forth between two software packages ACT and Outlook.

Last year I started working with Eway. It is very similar to Prophet in that it is cloud based and Outlook integrated but Eway offers a FREE version that works wonderfully. The customer service and technical training is second to none and the software works GREAT! And while I am sure I will convert to the pay version before long the free version does everything that I need in a nice concise easy to understand package. I highly recommend this company for small or start up sales offices.

Vantagens

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

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
James O.
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Well planned, very progressive

Usado Diariamente durante Mais de dois anos
Avaliado em 12/04/2017
Fonte da avaliação: Capterra

An excellent product which integrates into multiple office programs as well as multiple versions. The ability to customise workflows, add fields and now even change the look and feel of each form is brilliant. We are a niche business with specialized workflow, eway now integrates into out internal tracking system so sales staff have real-time customer data. the team have helped develop custom reporting and solved any technical issue very promptly. their updates are full of new features and improvements which are designed for users and managers. a well thought out product with great progression.

Well done, keep up the great work.

Vantagens

ability to customise, integrates into outlook, new mobile app and automated objects.

Desvantagens

Out of the box reporting is a bit limited, relational hierarchy can be a bit tricky to get your head around at first, however has some excellent advantages once you do

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Eve J.
Traduzir com Google

eWay as a replacement for Microsoft BCM

Usado Diariamente durante 1 a 5 meses
Avaliado em 12/10/2016
Fonte da avaliação: Capterra

I did a lot of research looking for a replacement to the now-defunct Microsoft Business Contact Manager that our office had been using. Most of them were much more sales-driven and feature heavy than what I needed, not to mention astronomically expensive. For our small company with just 2 sales and support people, we needed something that allowed us to track not just our sales but also our existing customers and their support issues that wouldn't cost us an arm and a leg. What first struck me was the option to do a one-time buy and host the database on our server, which we were already doing. Having it integrated directly into Outlook was important to me as well, I didn't want to have to completely re-learn a new piece of software.

Now that we have been using eWay, I can tell you it was the best decision I have ever made. They were very patient with me as they transferred our old data into the new system and got it set up on our server. They made sure everything was right before we went live and spent a lot of time getting it just so. The transition itself went smoothly for us. Their support has been outstanding and their documentation and knowledge base are fabulous! We did a one hour training session via TeamViewer to help familiarize ourselves with the flow and the differences in how we could use it compared to BCM. That was all it took. I have been able to customize the forms and workflows myself with just a little help from the knowledge base. I am really enjoying using the software and I'm sure that I'll find other great features as I use it more. It looks like it has everything!

Thanks eWay, this has been a great experience for me and your people have been fantastic to work with.

Vantagens

Ease of use, integrated into Outlook, one time license fee.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Lubos O.
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Doesn't cover all our needs, but for its price its very good.

Usado Diariamente durante Mais de dois anos
Avaliado em 29/03/2018
Fonte da avaliação: Capterra

Vantagens

Its affordable. Easy to implement and teach.
There is mobile app for android and ios.
People behind customer support are skilled and kind.
User experience: you can customize some stuff, like adding fields of different types, conditional formatting, possible to disable parts you don't use

Desvantagens

Custom changes are pricey.
Mobile app doesn't have all function like in OT.
Customer support can take sometimes few days to get to your problem.
User experience: not very user friendly entering attendance, added custom fields are mostly not visible in filters across system (which can be pain to find what you are looking for), Reports are mostly useless, while moving to another pc not all settings are moved

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10

Preço do eWay-CRM

A partir de
US$ 28,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Premium monthly: $28 per user, per month.
Premium lifetime: $399 per user + 18% annual support fee.

A free plan is also available.

Recursos do eWay-CRM

  • API
  • Campos personalizados
  • Criação de relatórios personalizável
  • Gestão de calendários
  • Importação/exportação de dados
  • Lembretes automáticos
  • Notificações automáticas

  • Acompanhamento de atividades
  • Banco de dados de contatos
  • Banco de dados do cliente
  • Imagem de marca personalizável
  • Integração de CRM
  • Integração de e-mail
  • Integração de redes sociais
  • Integração de terceiros
  • Integração do celular
  • Modelos personalizáveis
  • Pagamentos eletrônicos
  • Painel de atividades
  • Relatórios e estatística

Mais informações sobre eWay-CRM

Principais recursos do eWay-CRM

  • Automated reminders
  • Automatic notifications
  • Automatic task generation
  • Calendar sync
  • Campaign analytics
  • Communication history
  • Contact management
  • Custom fields
  • Custom reporting
  • Customer segmentation
  • Customizable workflows
  • Data import
  • Deadline tracking
  • Document templates
  • Drag-and-drop interface
  • Email tracking
  • Lead tracking
  • Offline access
  • Project management
  • Quotation management
  • Sales analytics
  • Targeted marketing campaigns

Vantagens

  • Users can manage marketing campaigns, with tools for importing data, creating email campaigns, targeting recipients, and tracking the number of emails sent, delivered and opened, clicks and unsubscribes.

  • Deals can be converted into projects, with full communication histories including emails, meetings, and phone calls copied into the project along with related documents.

  • The deals module enables users to manage opportunities, track communications, and plan follow-ups, with customizable workflows and automatic task generation.

  • Details of all customers, partners, suppliers, and competitors are stored in a single database, with full business communication histories, and can be sorted or filtered based on relationship type, potential, importance, size, geography, or user-defined custom fields.

  • Predefined reports, including company sales statistics and employee time sheets, provide users with insights into various areas of their business, and can be exported as Microsoft Word, Excel, or PDF files.

  • Perguntas frequentes sobre o eWay-CRM

    Abaixo estão algumas perguntas frequentes sobre o eWay-CRM.

    P: Que tipo de planos o eWay-CRM oferece?

    O eWay-CRM oferece os seguintes planos de pagamento:

    A partir de: US$ 28,00/mês

    Modelo de preços: Gratuito, Assinatura

    Avaliação gratuita: Disponível

    Premium monthly: $28 per user, per month.
    Premium lifetime: $399 per user + 18% annual support fee.

    A free plan is also available.

    P: Quais são os principais recursos do eWay-CRM?

    O eWay-CRM oferece os seguintes recursos:

    • Automated reminders
    • Automatic notifications
    • Automatic task generation
    • Calendar sync
    • Campaign analytics
    • Communication history
    • Contact management
    • Custom fields
    • Custom reporting
    • Customer segmentation
    • Customizable workflows
    • Data import
    • Deadline tracking
    • Document templates
    • Drag-and-drop interface
    • Email tracking
    • Lead tracking
    • Offline access
    • Project management
    • Quotation management
    • Sales analytics
    • Targeted marketing campaigns

    P: Quem costuma usar o eWay-CRM?

    Os clientes habituais do eWay-CRM são:

    Autônomos, Grandes empresas, Empresas de médio porte, Sem fins lucrativos, Pequenas empresas

    P: Em que idioma o eWay-CRM está?

    O eWay-CRM está nos seguintes idiomas:

    Checo, Inglês, Alemão, Norueguês, Russo

    P: Que tipo de planos o eWay-CRM oferece?

    O eWay-CRM tem os seguintes planos de preços:

    Gratuito, Assinatura

    P: O eWay-CRM é compatível com disponíveis móveis?

    O eWay-CRM é compatível com os seguintes dispositivos:

    Android, iPhone, iPad

    P: O eWay-CRM se integra com quais outros aplicativos?

    O eWay-CRM se integra com os seguintes aplicativos:

    Microsoft Outlook, Office 365, Poll Everywhere, Tableau, TeamViewer

    P: Que nível de suporte o eWay-CRM oferece?

    O eWay-CRM oferece as seguintes opções de suporte:

    FAQs, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo