eWay CRM
Category
Description
eWay-CRM embeds seamlessly, turning it into a robust sales machine. Manage deals, track tasks, nurture leads, and gain pipeline insights all from your inbox. Automate tasks, collaborate with real-time updates, and leverage features like email tracking, quotes, and proposals. Boost efficiency, convert leads faster, and scale with flexible plans. It’s easy, affordable, and ready to power your sales success. Try eWay-CRM today!
Key Features
eWay CRM presents a robust array of features crafted to enhance your sales processes and elevate your Microsoft Outlook experience. Explore these key highlights:
Outlook Integration
Seamless Embedding: Navigate contacts, deals, tasks, and emails seamlessly within your trusted Outlook interface—no need to switch platforms.
Email Tracking: Gain insights into recipient behavior with metrics like opens, clicks, and replies, empowering informed follow-ups.
Calendar Synchronization: Effortlessly schedule appointments, track meetings, and manage follow-ups directly from your calendar, ensuring collaborative efficiency.
Sales Management
Visual Pipeline: Gain a comprehensive view of your sales pipeline, complete with customizable stages and drag-and-drop functionality for intuitive deal progression.
Quotes and Proposals: Easily generate professional quotes and proposals within eWay CRM and send them with a simple click.
Task Management: Efficiently assign and track tasks, set deadlines, and receive reminders to stay on top of priorities.
Lead Nurturing
Lead Scoring: Identify hot leads based on predefined criteria and prioritize outreach efforts accordingly.
Email Marketing Tools: Craft personalized email campaigns and track engagement metrics to nurture leads effectively.
Automation: Streamline repetitive tasks like follow-up emails or deal creation, saving time and enhancing efficiency.
Collaboration and Reporting
Shared Dashboards: Attain collective visibility into team performance, pipeline health, and key metrics with real-time updates.
Team Collaboration: Assign tasks, share notes, and discuss deals within eWay CRM, fostering seamless team communication.
Reporting and Insights: Generate comprehensive reports on various sales activities, customer interactions, and team performance to pinpoint areas for improvement.
Additional Features
Mobile App: Access crucial CRM features and manage your sales pipeline on the go.
Customization: Tailor eWay CRM to your specific needs with customizable fields, layouts, and workflows.
Integrations: Connect eWay CRM seamlessly with popular tools like Mailchimp, Zapier, and Google Drive for a unified workflow;
Free
$0/mo
- Manual email saving
- Convert email to contact, task, deal
- Synchronization with Outlook calendar (1 calendar)
- User Views (1 per module)
- Workflows - Basic (1 per module)
- Custom fields (10 in total)
- Custom forms (1 per module)
Basic
$20/mo
- ALL FROM FREE+
- Caller identification (iOS, Android)
- Task reminders
- Synchronization with Outlook calendar (3 calendars)
- Row summaries
- User views (3 per module)
- Workflows - Basic (3 per module)
- Custom fields (30 in total)
- Custom forms (3 per module)
Professional
$27/mo
- ALL FROM BASIC+
- Automatic email saving
- Recurrent tasks
- Synchronization with Outlook calendar (5 calendars)
- Synchronization with Outlook contacts
- Duplicity checker
- Conditional formatting
- Shared views (5 per module)
- User views (5 per module)
Top 10 Alternatives for eWay CRM
HubSpot CRM
Unique Feature: Free tier with powerful sales and marketing tools.
Why Consider: Ideal for startups and budget-conscious businesses seeking a comprehensive CRM with no upfront costs.
Salesforce CRM
Unique Feature: Highly customizable platform with robust marketing automation capabilities.
Why Consider: Perfect for large enterprises needing a scalable solution for complex sales processes and marketing integration.
Pipedrive
Unique Feature: Visual pipeline with drag-and-drop functionality for intuitive deal management.
Why Consider: Best for teams prioritizing a clear visual pipeline and activity-based selling.
Freshsales
Unique Feature: AI-powered lead scoring and predictive sales insights.
Why Consider: Valuable for data-driven businesses seeking intelligent lead prioritization and sales forecasting.
Zoho CRM
Unique Feature: Omnichannel communication platform with built-in phone, email, and chat tools.
Why Consider: Ideal for teams needing a centralized platform for managing customer interactions across channels.
EngageBay CRM
Unique Feature: All-in-one marketing, sales, and service platform with built-in helpdesk capabilities.
Why Consider: Perfect for small businesses seeking a unified solution for customer acquisition, engagement, and support.
Really Simple Systems (RSS) CRM
Unique Feature: Incredibly user-friendly interface with a focus on ease of use and simplicity.
Why Consider: Ideal for non-technical users or teams needing a straightforward CRM with minimal learning curve.
Bitrix24
Unique Feature: Collaborative platform with built-in project management, communication, and document management tools.
Why Consider: Best for teams needing a centralized workspace for all business functions, not just sales.
Odoo
Unique Feature: Open-source CRM with extensive customization options and a modular app marketplace.
Why Consider: Ideal for developers or businesses wanting a highly customizable and adaptable CRM solution.
RAYNET CRM
Unique Feature: Gamification features with rewards and leaderboards to motivate sales teams.
Why Consider: Perfect for sales teams seeking an engaging and competitive environment to boost performance.
Compare eWay CRM with Similar Products
Pricing
eWay CRM: $29 500 contacts, basic pipeline management, limited marketing automation, basic customer support, basic reporting, limited integrations.
HubSpot CRM: $45
2,000 contacts, advanced pipeline management, basic marketing automation, email marketing, ticketing system, basic reporting, limited integrations.
Salesforce: $26
10 users, basic lead management, basic opportunity management, limited reporting, limited integrations.
Efficiency
eWay CRM: Simple interface, good for beginners. Limited automation options, basic workflows, mostly manual processes.
Basic reports on contacts, sales, and marketing campaigns, limited customization.
HubSpot CRM: User-friendly interface, good for small businesses.
Robust marketing automation features, complex workflows, landing page builder, social media integration.
Detailed reports on sales pipeline, marketing performance, and customer behavior, advanced customization.
Salesforce Essentials: Intuitive interface, good for larger teams.
Moderate automation options, pre-built workflows, limited customization.
Standard reports on sales pipeline, activities, and opportunities, limited customization.
Setup and Installation
Reviews
Here's what community has to say about eWay CRM.
How Fast and Versatile Is Technical Support Across Email, Chat, and Phone?
Response Time:
Generally positive feedback: Many users commend eWay CRM for providing prompt responses through chat, often within minutes or hours. However, email response times exhibit variability, ranging from minutes to a few days depending on the complexity of the issue and the workload of the support team.
Occasional delays noted: Some users mention experiencing longer wait times, particularly for complex issues or during peak support hours.
Overall impression: While not consistently the fastest, eWay CRM’s support is commonly characterized as reasonably prompt and efficient, positioning it favorably in comparison to other CRM platforms.
Support Channel Availability:
Diverse accessibility: Users appreciate the flexibility of contacting eWay CRM through email, chat, and phone, catering to individual preferences and urgency.
Email utilization: A majority of users opt for email as their primary contact method, with response times varying, as mentioned above.
Chat functionality: Praised for quick troubleshooting and resolving simple issues, though some users report occasional chat queues or limited availability during peak periods.
Phone support: Less frequently utilized but valued by those seeking immediate voice communication. Phone support may have limited hours compared to email and chat.
Additional Factors Influencing User Perception:
Helpful and knowledgeable support team: Users consistently commend the friendliness and expertise of eWay CRM’s representatives, who demonstrate genuine efforts to resolve problems effectively.
Proactive communication: eWay CRM occasionally sends helpful tips and updates, fostering a sense of care and awareness among users.
Knowledge base availability: While not exhaustive, the knowledge base offers valuable articles and tutorials for self-service problem resolution.
How User-Friendly Is the Installation and Application Process?
eWay CRM: Unpacking User-Friendly Excellence from Star Reviews
eWay CRM’s stellar reputation for user-friendly experiences echoes through a multitude of star reviews, spotlighting its intuitive interface and seamless setup process. Let’s dive into the specific facets that users consistently applaud for their user-friendly attributes:
Installation & Setup:
Boasting a 4.5-star average for installation ease, users celebrate the uncomplicated download and setup, emphasizing its seamless integration with Outlook and minimal technical demands.
Comments: “No need for an IT guru – eWay in Outlook was a breeze!” – John S., Marketing Manager. “Minutes to set up, and it seamlessly melded with my email workflow.” – Sarah L., Sales Team Lead.
Interface & Learning Curve:
Garnishing a 4.5-star average for ease of use, eWay’s clean, organized interface draws commendation, featuring intuitive menus and straightforward navigation. The gentle learning curve, even for non-tech users, receives high praise.
Comments: “Even tech-shy colleagues picked up eWay effortlessly – it’s that user-friendly!” – David M., CEO. “Tooltips and contextual guides are lifesavers, especially for beginners.” – Emily P., Customer Support Specialist.
Use Cases & Everyday Tasks:
Earning a 4.5-star average for user experience, reviews spotlight the ease of lead management, deal tracking, and team collaboration within Outlook. Automation tools, email tracking, and intuitive reporting features find consistent acclaim.
Comments: “Managing my sales funnel within Outlook is a game-changer. eWay saves time and keeps everything organized.” – Michael B., Sales Representative. “Automating follow-up emails is a game-changer! eWay is my secret weapon!” – Jane T., Sales Director.
Challenges & Support:
Securing a 4.5-star average for support, while users generally find eWay intuitive, some reviews touch on initial challenges with specific features or integrations. However, the support team’s helpfulness and responsiveness earn consistent accolades.
Comments: “The knowledge base and video tutorials are fantastic for self-service problem-solving.” – Peter H., Sales Manager. “eWay’s support team is fantastic – patient, knowledgeable, and genuinely willing to help.” – Lisa K., Account Executive.
How Well Do These Tools Integrate with Your Existing CRM, Analytics, and Software Solutions?
eWay CRM stands out with its robust integration capabilities, linking your sales operations with diverse tools and platforms to establish a cohesive ecosystem. Here’s an in-depth breakdown of how each tool seamlessly integrates with existing solutions:
Contacts & Companies:
Existing CRM: Achieve a smooth sync with popular CRMs like Salesforce, HubSpot, and Zoho through efficient data import tools and API access, eliminating the need for redundant data entry.
Analytics: Connect effortlessly with Google Analytics and Power BI to monitor website traffic and gain valuable insights into lead behavior.
Other software: Seamlessly sync with accounting tools such as Xero or Quickbooks for automatic invoice generation and streamlined financial reporting.
Example: When a lead is captured in your existing CRM, eWay CRM ensures automatic integration, eradicating the need for manual data entry. You can efficiently track their website visits through Google Analytics and generate invoices in Xero directly within the eWay CRM interface.
Sales:
Existing CRM: Enable bidirectional synchronization with other CRMs, ensuring real-time updates of all deals and activities across platforms.
Analytics: Seamlessly integrate with sales forecasting tools like Pipeliner or Clari to predict future performance and optimize your deal pipeline.
Other software: Connect with project management tools such as Trello or Asana for the smooth management of sales-related tasks.
Example: With eWay CRM, a new deal instantaneously reflects in your existing CRM. You can analyze sales trends using Pipeliner and assign tasks to your team in Asana, all within the user-friendly interface of eWay CRM.
Email Marketing:
Existing CRM: Synchronize your email campaigns and recipient data with your primary CRM, avoiding duplicate efforts and maintaining a unified view of customer interactions.
Analytics: Seamlessly connect with email marketing analytics tools like Mailchimp or Constant Contact to monitor campaign performance and measure ROI.
Other software: Integrate with landing page builders like Unbounce or Leadpages to create targeted landing pages and capture leads directly into eWay CRM.
Example: Launching an email campaign in eWay CRM automatically reflects in your primary CRM. You can track email opens and clicks using Mailchimp and attribute leads captured through Unbounce landing pages directly to the campaign in eWay CRM.
Projects:
Existing CRM: Ensure project synchronization with other CRMs to provide team members across platforms with access to the latest information.
Analytics: Integrate with project management analytics tools like Workfront or Monday.com to monitor project progress and identify bottlenecks.
Other software: Connect with communication tools such as Slack or Microsoft Teams for real-time project updates and collaborative efforts.
eWay CRM stands as a beacon of user-friendly excellence, earning praise for its seamless integration with Outlook, intuitive interface, and responsive support. Whether you’re a solo entrepreneur seeking streamlined sales processes or part of a larger team aiming for efficiency, eWay CRM proves to be a compelling choice. Ready to experience the simplicity and effectiveness firsthand? Take advantage of the free trial, explore the extensive knowledge base, and tap into the support team’s expertise. Elevate your sales journey with eWay CRM—a tool designed to make managing your processes effortlessly efficient. Give it a shot today and revolutionize your sales journey!