- Home CRM Software eWay-CRM Using eWay to Make Outlook an Effective CRM and Project Management Software
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User review
of eWay-CRM
Using eWay to Make Outlook an Effective CRM and Project Management Software
-
by David Bell
USER SATISFACTION
RECOMMENDATION Definitely
7 out of 7
COST EFFICENCY Very good
6out of 7
OVERALL IMPRESSION amazing
5out of 5
EASE OF USE very good
4out of 5
CUSTOMER SUPPORT amazing
5out of 5
PROS & CONS
What are the best aspects of this product?
I needed something for my team that was embedded within Outlook. We spend our day there and no one wants to go outside of the Outlook app for tasks or communications or notes. But, we also want to customize the program to our requirements not the other way around. But, we are not able to spend tens of thousands of dollars. So, eWay offers us everything we needed. Plus, we were able to add workflows to save time. Great customer support. Really smart, sharp group of people. A pleasure to work with over the last 6 or more years.
What aspects are problematic or could work better?
I would like to see more reporting options. While there are a number of ways to report out information, I am always wanting the way that has not yet been added.
What features/services would you like to see in future versions of this product?
Using the IOS app, the ability to have a journal pop up during or after a call so I can make notes immediately.
What specific problems in your company were solved by this product?
I needed all communications, notes, tasks and calendar dates in one place that was easily accessible by my team. And, I needed it all within Outlook. And I needed to customize it. And I didn't want to spend a lot of money. eWay fit all of my requirements.
Are you a current user of this product?
Yes
USER DETAILS
How long have you been using this product?
3-5 years
COMPANY DETAILS
What is your company size?
1-10 Employees
What is your industry?
Law Practice
USAGE & IMPLEMENTATION
Did your company use a different software before this one?
Yes
What software did you use before?
An infinite number of task programs.
Why did you decide to change it?
Because we needed something within Outlook.
Are you satisfied with the change?
yes.
How did your company implement this product?
in the cloud
How long did it take to set up this product?
less than 1 day
How many people in your company actively use this product?
several employees
What is the primary use of this product in your company?
both B2B & B2C
EFFECT ON BUSINESS GOALS:
How did using this product affect your business goals?
- It allows us to store and organize information about our customers in a more efficient way
- It allows us to solve our customers problems faster and in a more efficient way
- It allows us to synchronize customer data between departments and teams
- It allows us to automate out sales and marketing related processes
- It offers us detailed analytics that lets us plan our future strategies more efficiently
PRICING & COSTS
What was the cost of implementing this product?
$0 although we paid to customize some of it.
What is your total annual cost for using this product?
When we started, it was about $29 per seat.
How long is your contract with the vendor?
Unlimited
Did you get any discount for this product? How much?
N/A
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management very good
4
Customer Management amazing
5
Task Management very good
4
Contract Management very good
4
Email Marketing very good
4
Analytics
Reports very good
4
Integrations
Calendar & Contacts Sync amazing
5
Export & Import of Data amazing
5
Available Integrations ok
3
Social Network Integration ok
3
Customer Service
Call Center Tools very good
4
Issue Tracking amazing
5
General Features
Collaboration Features very good
4
Dashboard very good
4
Overall Performance amazing
5
Access & Role Management very good
4
Mobile Support very good
4
Customization amazing
5
File Management very good
4
Language Support amazing
5
Security amazing
5
