About eWay-CRM
EWay-CRM is software from eWay System focused on core workflows. The page title references Latest topics. Headings and short labels provide the clearest signals of scope. The available page provides a high-level overview rather than a full module list. The listing provides limited public detail in the capture. The listing provides limited public detail in the capture. Public product information is limited on the linked pages. Key capabilities core workflow support role-based access reporting visibility configuration options data export support Best for: teams looking for a focused workflow tool.
eWay-CRM by eWay System is a highly versatile customer relationship management (CRM) tool that stands out due to its seamless integration with Microsoft Outlook, making it an ideal choice for businesses already using this email client. As a CRM and advocacy software, it is designed to help organizations streamline their customer management, sales processes, and project coordination, while also enabling them to execute effective email marketing campaigns. One of the software’s most notable features is its customizable workflows, which allow users to tailor their business processes to suit specific organizational needs. This flexibility makes it particularly appealing to advocacy groups, small to medium-sized businesses, and consulting firms that may require a tailored approach to customer relationship management. The user interface of eWay-CRM is one of its strong points. Since it integrates directly into Microsoft Outlook, users familiar with this platform will find navigating the software highly intuitive. This built-in integration is unique compared to other CRM tools that typically require standalone platforms.
Pros & Cons
- +Ease of Use: Users find eWay-CRM simple to use, with basic functions requiring little training. The user experience is highly praised for its intuitiveness.
- +Integration with Outlook and Excel: The seamless integration with Microsoft Outlook and Excel is a significant advantage, allowing users to manage CRM tasks within familiar environments.
- +Good Syncing Capabilities: The syncing from Outlook is reliable, ensuring that data is consistently updated across platforms.
- +Helpful Customer Support: Customer support is noted to be responsive and helpful, addressing user issues effectively.
- +Comprehensive Features: eWay-CRM offers a robust set of features for managing projects, sales pipelines, and customer interactions.
- +Regular Updates: Users appreciate the regular updates that bring new features and improvements to the software.
- +Customizable Workflows: The ability to customize workflows and user fields enhances the software’s flexibility and adaptability to different business needs.
- −Slow Outlook Boot-Up: As an Outlook add-on, eWay-CRM can significantly slow down the booting process of Outlook, which can be frustrating for users.
- −Update Process: The process of updating the software can be cumbersome and may cause disruptions.
- −Email and Sequencing Issues: Some users have experienced difficulties with the email and sequencing features, particularly in the spring of 2023, finding them confusing and not user-friendly.
- −Performance Issues: The software can cause Outlook to disable the eWay plugin due to performance slowdowns, requiring frequent restarts.
- −Discounts: Some users feel that the company should offer better discounts to regular customers, especially those who contribute to improving the CRM’s performance.
- −Duplicate Records: Managing duplicate records can be a persistent issue, often arising from platform integrations or data entry errors.
- −Non-Technical User Challenges: The software may not be intuitive for non-technical users, requiring additional support and training.
Features
Key features
- Donor Management
- Manage donor information, track engagement, and monitor giving history.
- Fundraising Tools
- Attract new donors, raise more funds, and increase impact.
- Volunteer Management
- Recruit, qualify, and schedule volunteers.
- Membership Management
- Attract and retain members.
- Marketing & Engagement
- Send personalized emails and letters.
- Reporting & Analytics
- Track performance, measure impact, and gain insights.
Additional features
- Donor Database
- Store and manage donor information.
- Donor Engagement
- Track donor engagement and interactions.
- Giving History
- Monitor donor giving history and patterns.
- Fundraising Tools
- Tools for attracting new donors and raising funds.
- Volunteer Management
- Tools for recruiting, qualifying, and scheduling volunteers.
- Membership Management
- Tools for managing members and memberships.
- Marketing & Engagement
- Tools for sending personalized emails and letters.
- Reporting & Analytics
- Tools for tracking performance, measuring impact, and gaining insights.
- Integration with Other Tools
- Integrates with other tools and platforms.
- Customizable
- Can be customized to fit specific needs.
- User-Friendly
- Easy to use and navigate.
- Customer Support
- Provides customer support and assistance.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to eWay-CRM
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Tempo Manufacturing Cloud
Tempo Manufacturing Cloud is a cloud-based software platform from Apprentice.io that focuses on manufacturing operations…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
About eWay-CRM
EWay-CRM is software from eWay System focused on core workflows. The page title references Latest topics. Headings and short labels provide the clearest signals of scope. The available page provides a high-level overview rather than a full module list. The listing provides limited public detail in the capture. The listing provides limited public detail in the capture. Public product information is limited on the linked pages. Key capabilities core workflow support role-based access reporting visibility configuration options data export support Best for: teams looking for a focused workflow tool.
eWay-CRM Details
eWay-CRM's In-App Market Place
Does eWay-CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($)
Pros & Cons
- Ease of Use: Users find eWay-CRM simple to use, with basic functions requiring little training. The user experience is highly praised for its intuitiveness.
- Integration with Outlook and Excel: The seamless integration with Microsoft Outlook and Excel is a significant advantage, allowing users to manage CRM tasks within familiar environments.
- Good Syncing Capabilities: The syncing from Outlook is reliable, ensuring that data is consistently updated across platforms.
- Helpful Customer Support: Customer support is noted to be responsive and helpful, addressing user issues effectively.
- Comprehensive Features: eWay-CRM offers a robust set of features for managing projects, sales pipelines, and customer interactions.
- Regular Updates: Users appreciate the regular updates that bring new features and improvements to the software.
- Customizable Workflows: The ability to customize workflows and user fields enhances the software’s flexibility and adaptability to different business needs.
- Slow Outlook Boot-Up: As an Outlook add-on, eWay-CRM can significantly slow down the booting process of Outlook, which can be frustrating for users.
- Update Process: The process of updating the software can be cumbersome and may cause disruptions.
- Email and Sequencing Issues: Some users have experienced difficulties with the email and sequencing features, particularly in the spring of 2023, finding them confusing and not user-friendly.
- Performance Issues: The software can cause Outlook to disable the eWay plugin due to performance slowdowns, requiring frequent restarts.
- Discounts: Some users feel that the company should offer better discounts to regular customers, especially those who contribute to improving the CRM’s performance.
- Duplicate Records: Managing duplicate records can be a persistent issue, often arising from platform integrations or data entry errors.
- Non-Technical User Challenges: The software may not be intuitive for non-technical users, requiring additional support and training.
eWay-CRM's Support Options
eWay-CRM's Alternatives
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Tempo Manufacturing Cloud
Tempo Manufacturing Cloud is a cloud-based software platform from Apprentice.io that focuses on manufacturing operations…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
