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.

Other use cases:

  • Helpdesk Management
  • Sending & Publishing Communications
  • Campaign Management
  • Sales Document Management
  • Engaging And Following Up
  • Relationship Management
  • Knowledge Management
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Eway CRM.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

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

"...eWay helped us to better organize our customer contact list and track the requirements of our customers...." Peer review by Radek TRUFFIN

Eway CRM, Floify, monday sales CRM, NetHunt CRM, OnePageCRM, 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 facilitate Workflow Management?

How can Eway CRM optimize your Contact List Management Workflow?

What benefits does Eway CRM offer for Onboarding?

What Are the key features of Eway CRM for Helpdesk Management?

What solutions does Eway CRM provide 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.

SONET - Information Technology And Services

eWay-CRM helped SONET organize business opportunities and improve internal communication. SONET needed a CRM that worked inside Outlook and could share customer data easily. eWay-CRM was customized t...o fit SONET’s workflow, automating projects and business deals. Employees now share information quickly and avoid mistakes. SONET reduced human errors and can handle more opportunities as the business grows.

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POYNTING - Telecommunications

eWay-CRM helped POYNTING connect teams across South Africa, Europe, and the USA. POYNTING needed a CRM that worked inside Microsoft Outlook for sales, marketing, and project management. eWay-CRM let ...them share contacts, manage projects, and run email marketing without switching apps. The system made it easy to track communication, manage big projects, and reduce admin work. This helped POYNTING grow and work better in global markets.

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MBK Consulting - Management Consulting

eWay-CRM helped MBK Consulting automate and simplify business processes. Before eWay-CRM, MBK Consulting used Microsoft Access and Excel, which caused problems with sharing and tracking data. With eW...ay-CRM, they moved email campaigns from Mailchimp and now manage marketing and contacts in one place. Project tracking improved, and certificates for training are now generated automatically. The biggest benefit is saving time and making company administration easier.

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Hager Group - Manufacturing

eWay-CRM helped Hager Group organize strategic projects and manage sales activities. Hager chose eWay-CRM for its Outlook integration and strong support team. The implementation took about 2 months, ...with custom workflows and training for the sales team. Before eWay-CRM, Hager used Excel, Outlook, and handwritten notes. Now, all data is in one place, making the team more organized and efficient.

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H/Advisors Abernathy - Marketing And Advertising

eWay-CRM helped H/Advisors Abernathy organize contacts for 60+ employees across 5 offices. The company needed a CRM that integrated with Outlook and supported GDPR compliance. Implementation took jus...t 4 man-days for setup, data import, and training. The team now uses eWay-CRM for contact management, bulk email, and deal tracking. Permission controls and an intuitive interface improved data security and user adoption.

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Castell Project - Non Profit Organization Management

eWay-CRM helped Castell Project manage rapid growth in their leadership programs for women in hospitality. Before eWay-CRM, Castell used Excel, which could not handle their expanding contact database.... With eWay-CRM, they organized contacts, tracked communications, and managed events more easily. The software's Outlook-like interface made it easy for the team to learn. Castell now filters candidates for events and sends professional emails quickly, improving event organization and outreach.

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Create a Deal (Tutorial Videos)

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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?

Eway CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Workflow Management, Contact List Management and Onboarding .

What are the top features of Eway CRM?

Recording, Personalization and Templates are some of the top features of Eway CRM.

Who uses Eway CRM?

Eway CRM is used by Marketing And Advertising, Financial Services and Medical Devices among other industries.

What are Eway CRM alternatives?

Floify, Monday Sales CRM, NetHunt CRM and OnePageCRM are popular alternatives for Eway CRM.

Where is Eway CRM located?

Eway CRM is headquartered at One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105.
lightning

Peers used Eway CRM for workflow management and contact list management

Eway CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.88/5 ★

Read Reviews (2)
Analytics

4.59/5 ★

Read Reviews (7)
Custom Reports

4.09/5 ★

Read Reviews (88)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.88/5 ★

Read Reviews (2)
Analytics

4.59/5 ★

Read Reviews (7)
Custom Reports

4.09/5 ★

Read Reviews (88)

Software Failure Risk Guidance

?

for Eway CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Eway CRM

eWay System s.r.o. News

Product

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.

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Product

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.

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Product

eWay-CRM 9.2 Is Here: Proposals and Invoices with Word/PDF Export, Bulk Edits, and Embedded Power BI Reports

eWay-CRM 9.2 introduces a new Bookkeeping Records module for streamlined proposal and invoice creation, including Word and PDF export options and integration with existing templates. The update enables bulk editing of any field, advanced workflow notifications, and automatic email tracking by company domain. These enhancements deepen Microsoft 365 integration and boost productivity for CRM and sales management users.

Read more →
Product

eWay-CRM API

eWay-CRM has published its API on GitHub, enabling developers to integrate eWay-CRM with other applications and automate workflows. The API provides access to CRM data and supports custom development for organizations using Microsoft Outlook. This release enhances extensibility for eWay-CRM users and supports broader adoption in business process automation.

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eWay System s.r.o. Profile

Company Name

eWay System s.r.o.

Company Website

https://www.eway-crm.com/

Year Founded

1995

HQ Location

One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105

Employees

10001+

Social

Facebook Linkedin Twitter

Financials

IPO