Sobre o eWay-CRM

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.

It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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:

24,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

Principais benefícios do eWay-CRM

  • 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.
  • Consumidores típicos

    • Autônomos
    • Pequenas empresas (2-50)
    • Médias empresas (51-500)
    • Grandes empresas (500 ou mais)

    Implantação

    • Baseado na nuvem
    • Instalação local

    Mercados

    Austrália, Brasil, Canadá, Alemanha, Reino Unido , Estados Unidos

    Idiomas

    checo, inglês

    Preços a partir de:

    24,00 US$/mês

    • Versão gratuita
    • Teste Grátis
    • Assinatura

    Imagens

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    Recursos

    Total de recursos do eWay-CRM: 187

    • API
    • Acesso para Celular
    • Acompanhamento de atividades
    • Advocacia sem fins lucrativos
    • Agendamento
    • Agendamento de compromissos
    • Agendamento de tarefas
    • Agendamento de trabalhos
    • Alertas por e-mail
    • Alertas/notificações
    • Análise de dados de campanhas
    • Análise de dados em tempo real
    • Análise de tendências de vendas
    • Aprovação de vendas
    • Armazenamento de documentos
    • Arrastar e soltar
    • Atualização em tempo real
    • Automação de marketing
    • Banco de dados de contatos
    • Banco de dados do cliente
    • Biblioteca de imagens
    • Bloqueador de spams
    • CRM
    • Campanhas gota a gota
    • Campos personalizáveis
    • Captura de leads
    • Cobrança e faturamento
    • Comentários/notas
    • Compartilhamento de arquivos
    • Comunicação multicanal
    • Conformidade com CAN SPAM
    • Contabilidade
    • Contabilidade fiduciária
    • Contatos compartilhados
    • Conteúdo dinâmico
    • Controle de despesas
    • Controle de horas
    • Controle de horas e despesas
    • Controle de marcos
    • Controle do progresso de tarefas
    • Controle do tempo do projeto
    • Controles/permissões de acesso
    • Correspondência de cliente e imóveis
    • Criação de diagramas
    • Custos do trabalho
    • Discador automático
    • Distribuição de e-mails
    • Distribuição de leads
    • E-mail otimizados para celulares
    • Editor de WYSIWYG
    • Estimativas
    • Ferramentas de colaboração
    • Ferramentas de planejamento
    • Filtros
    • Fluxo de trabalho do projeto
    • Formulários personalizáveis
    • Geração de documentos
    • Geração pontual de relatórios
    • Gerenciamento de arquivos
    • Gerenciamento de contatos
    • Gerenciamento de documentos
    • Gerenciamento de e-mails
    • Gerenciamento de listas
    • Gerenciamento de mala direta
    • Gerenciamento de reuniões
    • Gestão da comunicação
    • Gestão de arrecadação de fundos
    • Gestão de assinantes
    • Gestão de assinaturas
    • Gestão de associação
    • Gestão de atribuições
    • Gestão de calendários
    • Gestão de campanhas
    • Gestão de campanhas por e-mail
    • Gestão de carteira
    • Gestão de clientes
    • Gestão de comitês
    • Gestão de compradores
    • Gestão de compromissos
    • Gestão de conflitos
    • Gestão de contratos e licenças
    • Gestão de dados
    • Gestão de edição
    • Gestão de embaixadores da marca
    • Gestão de eventos
    • Gestão de formulários
    • Gestão de inscrições
    • Gestão de lances
    • Gestão de leads
    • Gestão de listas de chamadas
    • Gestão de modelos
    • Gestão de oportunidades
    • Gestão de orçamento
    • Gestão de pedido de mudanças
    • Gestão de prazos
    • Gestão de processos judiciais
    • Gestão de projetos
    • Gestão de recursos
    • Gestão de subvenções
    • Gestão de tarefas
    • Gestão de taxas de cobrança
    • Gestão de terceirização
    • Gestão de transações
    • Gestão de voluntariado
    • Gestão do desempenho
    • Gestão do fluxo de trabalho
    • Gestão do pipeline
    • Gestão do pipeline de vendas
    • Gestão financeira
    • Gestão territorial
    • Gravação de chamadas
    • Imagem de marca personalizável
    • Importação/exportação de dados
    • Integração da contabilidade
    • Integração de bate-papo interno
    • Integração de redes sociais
    • Integração de site
    • Integrações de terceiros
    • Lead Nurturing
    • Lembretes
    • Listas de tarefas
    • Marcação
    • Marketing de multicanal
    • Marketing por e-mail
    • Metodologias ágeis (Agile)
    • Modelos de documentos
    • Modelos de e-mails
    • Modelos de projetos
    • Modelos personalizáveis
    • Monitoramento do progresso
    • Monitoração de chamadas
    • Métodos tradicionais
    • Múltiplas campanhas
    • Múltiplos projetos
    • Notificações em tempo real
    • Orçamentos/estimativas
    • Para a área de AEC
    • Para contact centers
    • Para pequenas empresas
    • Para startups
    • Permissões por função
    • Pesquisa e filtro
    • Pesquisas do cliente
    • Planejamento de campanhas
    • Planejamento de projetos
    • Planejamento de tarefas
    • Planificação/Programação de projetos
    • Previsão
    • Previsão de vendas
    • Processamento de lotes
    • Projeções
    • Promotores de marca
    • Qualificação de leads
    • Rastreamento de clientes
    • Rastreamento de cliques
    • Rastreamento de data de vencimento
    • Rastreamento de donações
    • Rastreamento de e-mails
    • Rastreamento de edição
    • Rastreamento de engajamento
    • Rastreamento de garantias
    • Rastreamento de interações
    • Rastreamento de itens faturáveis
    • Rastreamento de percentual de progressão
    • Rastreamento de recomendações
    • Rastreamento de relacionamentos
    • Rastreamento do projeto
    • Relatórios de resumos
    • Relatórios de vendas
    • Relatórios do pipeline
    • Relatórios e análise de dados
    • Relatórios e estatística
    • Relatórios personalizáveis
    • Relógio de ponto
    • Respondedores automáticos
    • Segmentação
    • Segmentação de campanhas
    • Segmentação de clientes
    • Seguimento de relatórios/projetos
    • Seguimento de status
    • Seguimento do custo até a conclusão
    • Segurança de SSL
    • Sincronização de calendários
    • Sincronização de dados
    • Sistema de calendário ou lembretes
    • Tarefas de equipes
    • Visualização

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    iGlobe CRM for Office 365

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    Avaliações

    Classificação geral

    4,6 /5
    (318)
    Relação qualidade/preço
    4,7/5
    Recursos
    4,5/5
    Praticidade
    4,5/5
    Suporte ao cliente
    4,8/5

    Já tem o eWay-CRM?

    Ajude os compradores de software! As avaliações de programas ajudam outras pessoas a tomarem melhores decisões.

    Exibindo 5 avaliações de 318
    Michael
    Classificação geral
    • Setor: Serviços meio ambientais
    • Porte da empresa: 51-200 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 8.0 /10

    A solid CRM package that is easy to implement and fully interactive with Outlook

    Avaliado em 29/07/2022

    We are pleased overall. The package has enough features to be very useful, and overall acceptance...

    We are pleased overall. The package has enough features to be very useful, and overall acceptance is a key to success. The initial acceptance gained by the package's simplicity were dampened by the Contact synchronization issues we have experienced. If you need something quick and easy to implement, eWay-CRM is a good choice. I suggest having an administrator assigned that has time to explore the way features work and to develop reporting.

    Vantagens

    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.

    Desvantagens

    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.

    Douglas
    Classificação geral
    • Setor: Manutenção predial
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante Mais de um ano
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 6.0 /10

    Tied at the Hip with Outlook

    Avaliado em 28/10/2021

    I've deployed eWay with 2 of our 3 salesmen. Still trying to get a feel for full extent to which...

    I've deployed eWay with 2 of our 3 salesmen. Still trying to get a feel for full extent to which we will utilize it. Eventually, will deploy it to the newer, third salesman -- but not sure that he will utilize. I was disappointed with custom report capability (without SQL programming), but when I learned to use the filters, my needs were met (for now). eWay offered to do the custom programming for a fee, but the bennefit didn't justify the cost. Overall, I appreciate the close integration with Outlook and, at the end of the day, that is what prompted me to select eWay over other alternatives.

    Vantagens

    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.

    Desvantagens

    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.

    Razões para mudar para o eWay-CRM

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

    Resposta do eWay System

    Hello Douglas,

    thank you for the review. We are happy for your feedback!

    Team eWay

    Nick
    Classificação geral
    • Setor: Construção
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    My eWay-CRM Review - A Great Experience

    Avaliado em 17/05/2021

    First , the use of eWay-CRM youtube tutorial videos are both well structured and informative. They...

    First , the use of eWay-CRM youtube tutorial videos are both well structured and informative. They provide excellent means to explore and learn about key features of their program. If you run into an issue you can email a application customer service representative to resolve a simple navigation issue via an email reply or asked to be called for a in-person explanation. An Application CSR has responded to my email inquiries usually within 6 hours or the following morning. My usual Application Customer Service Representative or eWay-CRM's job title designation; "Customer Success Manager", [SENSITIVE CONTENT HIDDEN], has been a great resource to assist me in addressing new features or navigation issues. If you determine that you would like a in-person online remote access learning session, that may be scheduled. The fee for an in-person zoom learning session is reasonable.

    The bottom line is that my investment in eWay's CRM has simplified my daily organizational activity and help me enhance my marketing efforts and grow TRI-WEH Restoration's business.

    Vantagens

    eWay-CRM provided complete and affordable turn key migration of my 2013 Microsoft Outlook with Business Contact Manager database [Microsoft SQL server .bcm formatted database] to their CRM program. Most of their competitors did not.

    The dashboard/display format for both Company and Contact information is complete and easy to change information fields. A photo field for each contact is displayed in both the laptop and phone App device. Having the photo integrated into the contact fields of my Apple iPhone App was very important in my decision to select eWay-CRM. Likewise, a key feature to be able to customize both the Company and Contact main dashboard/display view was important. Their software is very simple to both add and position the field on each page. For example on the main contact page I added a field to list the contacts' spouse and children plus a "general note field" to the right of the contact's name, company, physical address, email address etc.

    After a 1/2 hour online training session with one of their Customer Success Representatives and with the help of their excellent youtube tutorial videos, I found the Marketing Campaign/Bulk email setup intuitive and relatively easy to complete. Simple metrics of the number of people who received a campaign/bulk email are provided plus mailing errors are placed in your email inbox at no additional charge.
    Management reports to review members of your marketing/sales team activity are sufficient for my review.

    Desvantagens

    Base on my current knowledge of the eWay-CRM software program, I have, to date, not found a method to link an email within my inbox to a one or more contacts other than the contact who sent me the message. I believe a feature where you can search for any contact within your database to attach a copy of this email message to their email history is of value. Currently, I copy and paste the "email text" within a journal entry for the contact that I want to record/link the email. This method involves several extra steps and is time consuming.

    Fernando
    Classificação geral
    • Setor: Consultoria de gestão
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    A+++. The Best CRM Software in the Market

    Avaliado em 09/03/2021

    I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts...

    I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager. The thing was free and Microsoft did not care to update it and discontinued it. I spend 2 to 3 months checking almost all CRM software I could find before selecting one to replace Microsoft Business Contact Manager, as I wanted to make sure I did this only once. I picked eWay-CRM and I picked right. Imported the old database without any issue and set it up and customize it myself, even though I have no IT background. Very easy to set up and to customize.

    Vantagens

    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.

    Desvantagens

    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.

    Sean
    Classificação geral
    • Setor: Gestão de investimentos
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante Mais de um ano
    • Fonte da avaliação

    Classificação geral

    • Praticidade
    • Probabilidade de recomendação 7.0 /10

    eWay-CRM user review

    Avaliado em 17/02/2021

    Overall experience has been good, especially the ease of integration with my Outlook. Only...

    Overall experience has been good, especially the ease of integration with my Outlook. Only negative experience has to do with the invoicing issues as outlined in the "Cons" section above.

    Vantagens

    It is well integrated with Outlook . As a result I don't have to worry about smooth and consistent synchronization with Outlook which was sometimes the case when using another CRM program.

    Desvantagens

    Not much complaints with the program itself. However, I believe there is a lack of attention to detail with invoices. For example, was sent an invoice for trial period after being told it was free and we had to send multiple emails to have this addressed and charge reversed. Also when there was a simple mistake made of deleting a contact while trying to delete a note, was initially charged for 2 hrs labor to restore contact which seemed excessive (the charge was amended to 1hr labor after further inquiry).

    Alternativas consideradas

    Maximizer CRM

    Razões para mudar para o eWay-CRM

    Ease of integration with Outlook

    Resposta do eWay System

    Hello Sean,

    thank you for your positive feedback.

    When it comes to the data restore, if you press Delete, we really delete the record from our database (we're not Facebook). It's gone. In order to restore something, our support engineer has to spend significant time to put it back for you. Frankly, I am happy to hear that they made it within an hour. It's not always that easy.

    Also, eWay-CRM contains a Captcha recognition feature that's designed to prevent people from accidentally deleting their data. Everybody needs to retype a code to confirm their intention.

    Regards

    Team eWay-CRM

    Exibindo 5 avaliações de 318 Leia todas as avaliações

    Perguntas frequentes sobre o eWay-CRM

    Abaixo estão algumas perguntas frequentes sobre o eWay-CRM.

    O eWay-CRM oferece os seguintes planos de pagamento:

    • A partir de: 24,00 US$/mês
    • Modelo de preços: Versão gratuita, Assinatura
    • Avaliação gratuita: Disponível

    Premium monthly: $24 per user, per month. Premium lifetime: $369 per user + 15% annual support fee. A free plan is also available.

    Os clientes habituais do eWay-CRM são:

    Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

    O eWay-CRM está nos seguintes idiomas:

    checo, inglês

    O eWay-CRM é compatível com os seguintes dispositivos:

    Android (celular), iPhone (celular), iPad (tablet)

    O eWay-CRM se integra com os seguintes aplicativos:

    3CX, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Poll Everywhere, Quickbooks Online, Tableau, TeamViewer, WordPress, Zapier

    O eWay-CRM oferece as seguintes opções de suporte:

    Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, Bate-papo

    Categorias relacionadas

    Veja todas as categorias de software encontradas para eWay-CRM.