eWay-CRM
¿Qué es eWay-CRM?
El mejor complemento de gestión de relaciones con los clientes (CRM [Customer Relationship Management]) para Outlook, disponible ahora en iOS/Android. Ayuda a gestionar clientes, ventas, proyectos y combinaciones de correspondencia. Con eWay CRM, puedes compartir tu Outlook con tu equipo, rastrear el historial de comunicaciones, planificar seguimientos, automatizar los procesos de la empresa y, por lo tanto, ejecutar tu negocio de manera eficaz. El software también es sumamente personalizable: te permite crear campos de usuario, diseñar planillas de formularios, personalizar flujos de trabajo y permisos de usuario.
¿Quién usa eWay-CRM?
Organizaciones orientadas a ventas o proyectos usando Microsoft Outlook.
¿Tienes dudas sobre eWay-CRM?
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eWay-CRM
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Opiniones de eWay-CRM
Anna
More and more happy with eWay
Comentarios: Great CRM integrated in Outlook
Puntos a favor:
e-WAY has been a great tool for us for some time now, but with the last new updates and our customizations, it became very straightforward and easy to use.
Puntos en contra:
Nothing really. At this moment we have everything we need.
Petra
Alternativas consideradas:
eWay - easy way to controll yout business
Comentarios: We are eWay as our CRM for everyone - KAM, project manager, advisors, administrative for training, director and me. Every day is used and is there is any problem, we need it to be fixed as soon as possible - without eWay we have no information.
Puntos a favor:
Features and logic and improving. You can customize the SW as you need and if you know how, you can do it by yourself.
Puntos en contra:
In the beginning the call from mobile phone was reported easily in the app "automaticaly" but this is no longer possible. This was nice for better reporting of time, how long you spent calling clinets. You can do it now manualy, but the added value is lost.
Jaroslav
1
Puntos a favor:
eWay is a simple tool with many functions in
Puntos en contra:
Everything is fine, I can't evaluate the flaws.
Mark
Alternativas consideradas:
Contact Management - Replacing Business Contact Manager
Comentarios: I am happy with e-Way CRM as it has fulfilled my need to stay on top of my insurance business with hundreds of clients. It has been a reliable solution.
Puntos a favor:
I use eWay-CRM to replace Microsoft Outlook Business Contact Manager which I used for years but is now obsolete. It is doing the job nicely after my database was imported into e-Way. I like having my client’s data records stored in a server other my computer since I know my data is safe and secure. I had a hard drive failure before when everything was stored on my computer and came close to losing almost 20 years of client data. I no longer worry about that. There were some issues initially when moving things to e-Way but their support staff ([sensitive content hidden]) was very helpful and responsive. They had to do some tweaks for my business model which they completed in a timely manner.
Puntos en contra:
I would like to see more options for the end user being able to customize fields and layouts. You can do some things but it is not as flexible as BCM was. Some things have to be done by the support staff that I think could be done by the user. That said, again they are helpful with this when asked to make changes. I would also like to see custom filters be able to use any data field when creating custom filters. Currently that is not an option. You have only certain fields available.
Colin
Alternativas consideradas:
Exceptional value for money when comparing the features. Especially for the lifetime licence.
Comentarios: Great service, convenient and value for money.
Puntos a favor:
Extremely convenient despite the broad array of features.
Puntos en contra:
I find some of the customizations a little challenging to achieve exactly what I was hoping for.
