Eway CRM Overview
eWay-CRM addresses the challenge of managing customer relationships directly within Microsoft Outlook. This integration streamlines workflows by embedding CRM functionalities into a familiar interface, eliminating the need to switch between applications. Users can organize emails and meetings efficiently, enhancing team collaboration through shared email discussions. The solution also connects with over 3,000 apps, offering extensive integration possibilities. By simplifying routine tasks and highlighting critical communications, eWay-CRM ensures users remain focused on priority interactions. This approach not only saves time but also enhances productivity within an existing ecosystem, making it a forward-looking choice for businesses relying on Outlook.
Use Cases
Customers recommend Workflow Management, Contact List Management, Onboarding, as the business use cases that they have been most satisfied with while using Eway CRM.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Eway CRM.
Eway CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Eway CRM works with different mediums / channels such as Video.
Eway CRM's features include Recording, Personalization, and Templates. and Eway CRM support capabilities include Chat Support, Phone Support, 24/7 Support, etc. also Eway CRM analytics capabilities include Analytics, and Custom Reports.
Reviews
"...Staying within Outlook so my workflows have been vastly improved...." Peer review by Larry DL
Peer review evidence (same sources as the product rating summary)
"...The flexibility to customize workflow, add fields and form layouts, conditional formatting of user views, customizing and filtering views etc...." Peer review by Freek Kruger
"...The allows me to enter contact information and click a button at the top and the contact is added to Outlook and shows up on my phone contact list within seconds...." Peer review by Verified Reviewer
"...Excellent support team and online documents and training videos...." Peer review by Freek Kruger
Eway CRM, monday sales CRM, ServiceM8, WORKetc, Infoflo CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
eWay-CRM transforms Outlook into a full-fledged CRM, enhancing company effectiveness. It is available for free download.
Popular Business Setting
for Eway CRM
Top Industries
- Marketing and Advertising
- Financial Services
- Medical Devices
Popular in
- Small Business
- Mid Market
- Large Enterprise
Eway CRM is popular in Marketing And Advertising, Financial Services, and Medical Devices and is widely used by Small Business, Mid Market, and Large Enterprise.
Eway CRM Customer wins, Customer success stories, Case studies
How does Eway CRM address your Workflow Management Challenges?
How can Eway CRM optimize your Contact List Management Workflow?
How efficiently Does Eway CRM manage your Onboarding?
Why is Eway CRM the best choice for Helpdesk Management?
What Are the key features of Eway CRM for Sending & Publishing Communications?
11 buyers and buying teams have used Cuspera to assess how well Eway CRM solved their CRM needs. Cuspera uses 848 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Create a Deal (Tutorial Videos)
Frequently Asked Questions(FAQ)
for Eway CRM
What is Eway CRM?
Eway CRM is a Microsoft Outlook plug-in with a client-server architecture that uncovers the full potential of Microsoft Outlook. It quickly creates leads/projects from emails, also with integrated mail merges that help to manage customer relationships, track projects, and tasks and work as a team.
It helps to Access clients, projects, business opportunities and customer communications right from the CRM for Outlook and automatically captures the contact information and files the email. Also, helps to track post-sales activities and automatically copy all communications. It is even accessible on web browsers.
Some of its features are synchronized with the smartphone, automatic email tracking, all deals and leads in one place, integration with web forms and lead generating tools, marketing emails right inside the CRM, and so on.
What is Eway CRM used for?
What are the top features of Eway CRM?
Who uses Eway CRM?
What are Eway CRM alternatives?
Where is Eway CRM located?
Peers used Eway CRM for workflow management and contact list management
Eway CRM Competitors
Eway CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (7) |
| Custom Reports | Read Reviews (88) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (7) |
| Custom Reports | Read Reviews (88) |
Eway CRM Integrations
Eway CRM integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Eway CRM
Software Failure Risk Guidance
?for Eway CRM
Overall Risk Meter
Top Failure Risks for Eway CRM
eWay System s.r.o. News
Smarter Operations with eWay-CRM for Microsoft 365
eWay-CRM enhances manufacturing operations by integrating with Microsoft 365 apps like Outlook, Teams, SharePoint, and Power BI. This integration streamlines sales, production, and project management, offering real-time data visibility and reducing manual tasks. The CRM system supports mid-sized manufacturers by centralizing customer and project information, improving collaboration, and maintaining familiar workflows.
eWay-CRM 9.4 Brings Email Reply & Forward, Fast In-Cell Adding, and Margin & Markup in Bookkeeping
eWay-CRM 9.4 introduces new features to enhance productivity and bookkeeping. Users can now reply and forward emails directly in Outlook Online, use a fast in-cell record adding feature, and benefit from automatically prefilled email subjects. The update also adds margin and markup columns for better profitability analysis, streamlining workflows and improving efficiency.
Preview Panel Now Available While Drafting Emails | eWay-CRM
eWay-CRM has released an update for its Microsoft 365 add-in, enabling users to access the Outlook side panel while drafting emails or scheduling meetings. This feature provides full communication context, allowing users to see recent interactions with contacts without switching windows. The update aims to enhance communication efficiency and is automatically available to Outlook users.
New eWay-CRM Preview Panel with Item Switching | eWay-Blog
eWay-CRM has introduced a new Preview Panel for Outlook, enhancing user experience by allowing seamless switching between linked items such as Contacts, Deals, Projects, and Tasks directly within the email interface. This update includes smart actions for managing contacts and quick action icons for emailing and calling, streamlining workflow without needing additional installations for Microsoft 365 users.
eWay System s.r.o. Profile
HQ Location
One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105
Employees
10001+
Social
Financials
IPO
