Do you need a CRM tool that can help you manage your customers and sales?
Are you looking for the best CRM add-in for Outlook?
This is the best software for you. This article contains all the information you need about eWay-CRM.
Also, we will have a closer look at the following:
- The price is.
- Reviews.
- Alternatives.
- Pros and cons
- Deployment and Support.
- login and other information.
With that in mind, let’s kick-off.
What is eWay-CRM?
It is a CRM add-in for Microsoft Outlook. It helps manage sales, email marketing, customers, and projects.
This software is flexible. It allows you to customize and create user fields, workflows, etc.
Price of eWay-CRM
This software offers a unique pricing plan that is best for you. It offers a free version and a Basic, Professional, and Enterprise plan.
Having said that, let’s have a closer look at each of these plans.
- Free
The Free plan is a lite version, and it comes with limited features. But this plan is great for beginners or teams on a budget.
The free plan is free and comes with the following features:
- Manual email saving.
- 200 MB of storage for documents and emails.
- Convert email to contact, task, and deal.
- Community support.
- Integrated with Outlook calendar (1 calendar).
- Online resources.
- User views (1 per module).
- connects with Zapier, PowerBI, and WordPress.
- Basic Workflows (1 per module).
- Custom forms (1 per module).
- 10 custom fields.
- Basic
The Basic Plan is a starting version for small teams. It’s for teams that need key customizations and live support.
In the same vein, the Basic plan offers a free trial. This free trial allows you to access its features for a period of time without any charge.
Also, the Basic plan offers three pricing plans to suit your budget.
With that in mind, below is the basic pricing:
- 20 USD per user each month when billed monthly.
- 18 USD per user each month, or 216 USD per user each year when billed yearly.
- 15 USD per user each month, or 540 USD per user once every three years when billed once every three years.
Having said that, below are the features of the basic plan:
- 10 GB of storage for documents and emails.
- Caller ID (iOS, Android)
- Email and Helpdesk Support.
- Task reminders.
- Required fields (3 per module).
- Three Outlook calendars are integrated with our system.
- Essential fields (3 per module).
- Row summaries.
- Custom forms (3 per module).
- User views (3 per module).
- 30 custom fields.
- Basic Workflows (3 per module), all in the free version.
- Professional
The professional plan is more advanced. It is for teams in need of professional CRM as well as phone support.
Having said that, the Professional plan also offers a free trial. This enables you to enjoy its features for some time for free.
In the same vein, the professional plan is popular. Also, it comes in three different pricing plans.
Thus, here is professional pricing:
- 27 USD per user each month when billed monthly.
- 24 USD per user each month, or 288 USD per user each year when billed yearly.
- 20 USD per user each month, or 720 USD per user once every three years, when billed once every three years.
Also, this plan comes with unique features like:
- 25 GB of storage for documents and emails (flexible).
- Automatic email saving.
- Phone support (“Book a call”).
- Recurrent tasks.
- connects with API, 3CX, and QuickBooks.
- Integrated with Outlook contacts and calendars, including 5 calendars.
- Required fields (5 per module).
- Duplicity checker.
- Essential fields (3 per module).
- Conditional formatting.
- User groups and module permissions.
- Shared views (5 per module).
- Custom forms (5 per module).
- User views (5 per module).
- 50 custom fields.
- Basic or Advanced Workflows (5 per module).
- Workflow rules and actions are all in the basic plan.
- Enterprise
The enterprise plan is supreme. It is for those who want all the features without bargaining.
This plan also offers a free trial for new signees to access its features at no cost for a period of time.
In the same vein, the Enterprise Plan offers three pricing plans. Hence, these plans are as follows:
- 40 USD per user each month when billed monthly.
- 36 USD per user each month, or 432 USD per user each year when billed yearly.
- 30 USD per user monthly, or 1,080 USD per user once every three years when billed once every three years.
The Enterprise Plan also includes incredible features such as:
- 50 GB of storage for documents and emails (flexible).
- Force automatic email saving for team members.
- Integrates with eWay-Gate and PBX TAPI for seamless integration.
- Currencies (limitless).
- Limitless Outlook calendar integration.
- Unique fields (limitless).
- Add-ins for Word and Excel.
- Required fields (limitless).
- Document versioning.
- Essential fields (limitless).
- Private items
- Custom forms (limitless)
- There are limitless shared views.
- field-level permissions.
- limitless user views.
- Basic or Advanced Workflows (limitless).
- limitless custom fields.
- Workflow group-level actions.
Reviews
Below are some reviews:
It has been a great tool for us. Also, with the latest updates and our customizations, it became easier to use. Hence, for now, we have all we need.
Anna M.
This software is well-integrated with MS Outlook and very easy to use. Although there are times Outlook won’t allow you to start the e-Way add-in,.
Lubos R.
IT manager
Alternatives
If you need a different software, you can try out any of these:
- Salesforce Sales Cloud is a comprehensive customer relationship management (CRM) platform that helps businesses manage their sales processes and improve sales performance.
https://www.salesforce.co
- Thryv
https://www.thryv.co
https://www.hubspot.co
Pros and cons
- Pros
The vendors always improve this product, demonstrating their focus and observance. Hence, this shows that the vendors are focused and observant.
My general experience with this software is great. Also, the support and help from the eWay team are superb.
- Cons
My only issue is the absence of an automated notice of new software updates.
This software has a tendency to crash or slow down the laptop at random times.
Deployment and support
- Deployment
Mobile: iPad
On-Premise: Windows
Mobile: Android
Cloud, SaaS, and Web-Based
Mobile: iPhone
Desktop: Windows
- Support
Chat
Knowledge Base
Email/Help Desk
FAQs/Forum
Phone Support
- Training
Videos
Documentation
Live Online
In Person
eWay-CRM Login
Follow the easy steps below to log into your account online:
Open it in a browser.
Next, key in your email address and click on the ‘continue’ button.
After that, follow the prompts to log into your account.
But if you are new, you can create an account by clicking on the ‘Need an account?’ link.
Once you’ve done that, type in your first and last name and email address, and click on the ‘Sign Up’ button.
Also, you can sign up for a new account using your Microsoft account.
Customer Service
You can contact Customer Support using the following methods:
- Phone
+1 (816) 286-4322
- Address
eWay System LLC
One Kansas City Place
1200 Main Street, Suite 2110
Kansas City, MO 64105
Reference Links
Frequent Asked Questions (FAQs)
How much does eWay-CRM cost?
- Free
The free plan is a lite version, and it comes with limited features.
- Basic
20 USD per user each month when billed monthly.
18 USD per user each month, or 216 USD per user each year when billed yearly.
15 USD per user each month, or 540 USD per user once every three years when billed once every three years.
- Professional
27 USD per user each month when billed monthly.
24 USD per user each month, or 288 USD per user each year when billed yearly.
20 USD per user each month, or 720 USD per user once every three years, when billed once every three years.
- Enterprise
40 USD per user each month when billed monthly.
36 USD per user each month, or 432 USD per user each year when billed yearly.
30 USD per user each month, or 1,080 USD per user once every three years, when billed once every three years.
What is eWay-CRM?
It is a CRM add-in for Microsoft Outlook. It helps manage sales, email marketing, customers, and projects.
