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Sales Tracking Software
eWay-CRM reviews and summary
eWay-CRM is a highly customizable Customer Relationship Management (CRM) system that is deeply integrated with Microsoft Outlook, also available as a standalone web app and mobile application for iOS and Android. Its standout feature is its powerful add-in for Outlook, allowing users to manage customers, sales pipelines, projects, and email campaigns directly from their familiar email interface. The software enables team-wide sharing of Outlook data, tracks full communication history, helps plan follow-ups, and automates company processes. A high degree of customization is offered, including the creation of custom user fields, tailored form layouts, configurable workflows... eWay-CRM is an excellent fit for small to medium-sized businesses and teams...
Best for
eWay-CRM is an excellent fit for small to medium-sized businesses and teams that rely heavily on Microsoft Outlook for daily communication. It is particularly appealing to sales professionals, project managers, and marketing teams who want to enhance their productivity by embedding CRM functionality directly into their primary email workflow.
Starting price
$24.00 Per-Month
Category
Sales Tracking Software
Vendor
eWay System
Key takeaways
Our verdict
Our verdict is that eWay-CRM's deep Outlook integration is its killer feature, offering unmatched convenience for Outlook-centric organizations. Combined with its strong customizability and multi-platform access, it provides a practical and efficient way to manage customer relationships without disrupting established email habits.
Quick facts
eWay-CRM at a glance
Overall rating
4.6/5
Reviews
279
Starting price
$24.00 Per-Month
Vendor
eWay System
Founded
2008
Location
United States
Category
Sales Tracking Software
Ratings
eWay-CRM ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
eWay-CRM pros and cons
Potential strengths
- Deep Microsoft Outlook alignment may reduce friction for teams that already manage customer communication from email.
- Covers customers, sales, projects, email campaigns, communication history, follow-ups, and team sharing in one CRM workflow.
- Customization options include user fields, form layouts, workflows, and user permissions, which can matter when a generic CRM feels too rigid.
- The profile lists web, Windows desktop, on-premise options, and Android, iPhone, and iPad support for teams that need access beyond one device.
Points to verify
- Test the Outlook add-in with real sales and service inbox habits before judging ease of adoption.
- Confirm how customer records, communication history, and follow-up reminders are shared across the team.
- Map your sales stages, project steps, custom fields, and permission rules to see how much setup work is required.
- Check mobile and web access for people who work away from their Windows desktop.
Buyer fit
Who uses eWay-CRM?
eWay-CRM is an excellent fit for small to medium-sized businesses and teams that rely heavily on Microsoft Outlook for daily communication. It is particularly appealing to sales professionals, project managers, and marketing teams who want to enhance their productivity by embedding CRM functionality directly into their primary email workflow.
Feature research
eWay-CRM features
These are common features buyers compare in Sales Tracking Software. Product-specific availability should be confirmed with the vendor.
Live Activity Dashboard
A visual overview designed for monitoring real-time system or user activities.
System Notifications
In-system alerts and automated notifications to keep users informed of updates.
Calendar Booking
Facilitate the booking of consultations or meetings through an integrated calendar.
Call History Logging
Maintain a comprehensive log of all incoming and outgoing telephonic activity.
Collaborative Annotations
Add visible remarks and annotations to shared documents for collaborative review.
Dynamic Report Generation
Modify the data structure and visual presentation of system reports to meet specific needs.
Centralized Document Control
Gather, store, and distribute documents within a unified hub to improve data accessibility for all stakeholders.
Email Layout Templates
Pre-built layouts for streamlining email creation and design.
Contact Interaction Logs
Document and log detailed notes regarding specific conversations and touchpoints with contacts.
Lead Lifecycle Tracking
Organize lead data and monitor their progression through the sales funnel.
Lead Qualification Assessment
Assess lead potential based on predefined criteria, indicating quality or conversion probability.
Reports & Analytics
Analyze and visualize essential performance metrics and data trends.
Pricing
eWay-CRM pricing
Starting price
$24.00 Per-Month
Visit Website
Pricing model: Per User
Pricing can change. Confirm current plans and terms with the vendor.
Compare
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Software reviews
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FAQ
eWay-CRM FAQs
eWay-CRM is used to manage customers, sales activity, projects, email campaigns, communication history, follow-ups, and related company processes, especially for teams that rely on Microsoft Outlook.
It is a good fit to evaluate for companies that want CRM functions close to Outlook. Sales, project, and marketing teams may care most if email already drives their daily customer work.
Yes. The profile lists a web app and mobile apps for iOS and Android, along with the Outlook add-in. Buyers should still test which tasks work best in each interface.
Yes. The profile lists custom user fields, form layout design, workflow customization, and user permissions. That can help teams match the CRM to their current process, but it also deserves setup testing.
Start with contact lookup, email history, follow-up planning, shared customer data, and pipeline updates inside Outlook. Those flows decide whether the CRM feels useful or just adds another place to update.
The profile lists email help desk, FAQ forum, knowledgebase, phone support, chat, in-person training, live online training, documentation, and videos. Confirm availability for your region and plan.
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