Description de eWay-CRMLe meilleur complément CRM pour Outlook, disponible maintenant sur iOS/Android. Il permet de gérer les clients, les ventes, les projets et les publipostages. Avec eWay-CRM, vous pouvez partager votre Outlook avec votre équipe, suivre l'historique des communications, planifier les suivis, automatiser les processus de l'entreprise et ainsi gérer votre entreprise efficacement. Le logiciel est également hautement personnalisable-il vous permet de créer des champs utilisateur, de concevoir des mises en page de formulaires, de personnaliser les flux de travail et les autorisations des utilisateurs.
Qui utilise eWay-CRM ?
Des organisations orientées projet ou ventes utilisant Microsoft Outlook.
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Avis sur eWay-CRM
A+++. The Best CRM Software in the Market
Commentaires : I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager. The thing was free and Microsoft did not care to update it and discontinued it. I spend 2 to 3 months checking almost all CRM software I could find before selecting one to replace Microsoft Business Contact Manager, as I wanted to make sure I did this only once. I picked eWay-CRM and I picked right. Imported the old database without any issue and set it up and customize it myself, even though I have no IT background. Very easy to set up and to customize.
Things that I like the most: 1. Customization. You customize the forms, the views, the database, the workflows, and everything and use them whatever way you want to use them. Really. 2. The breadth of features. Whatever you want to do, eWay-CRM has a way to do it. 3. Customer service. You call customer service in the USA any time during working hours and [SENSITIVE CONTENT HIDDEN] will pick up the phone in 5 seconds and solve your issue pronto. 4. The stability. Windows 10 and Office have dozens of updates and changes. You can always count on eWay-CRM to be there, stable, available 100% of the time. 5. Reliability. Everything is backup in the cloud instantly. My data is safe.
I like eWay-CRM so that much that I cannot think on anything to change, except some very minor icon function changes I suggested in the online forum. Has not been changed because fellow users did not agree with my suggestion. I can live with that and recognize that that only changes with a lot of users support can be implemented.
Alternatives envisagées :
Just getting started- but impressed
Commentaires : We had an excellent experience. Their team (lead by [SENSITIVE CONTENT]) did an excellent job bringing us along with the trial. Easy integration into our workflow is key
The MS Out look plug in aspect of the product makes it incredibly easy to adopt and integrate into daily workflows.The ability to adapt the product and configure it to meet our needs without an outside consultant makes it possible to get the CRM we want without all the extra questions, costs and consulting
Still learning- nothing to negative at this point.
Alternatives envisagées :
great tool for Outlook users
outlook integration (easy to implement for outlook users) contacts, companies and leads management is great both for sales purposes as well as for statistics email categorization marketing campaigns work great there (both professional and classic emails)
mobile app works good and it is fast but email preview is limited and attachments are missing there office 365 integration is missing - then document management would be much easier sometimes search tool works slowly task management might work better (e.g create task for multiple users)
eWay-CRM is the way
Commentaires : Overall, very happy with eWay-CRM. As a small client they have reached out several times a year to check on my needs!
eWay-CRM allows the owner to customize which modules you wish to use/see. You can also put limitations on other users by classification/roles. Great product for a single or multiple users. Loved the fact that I can customize my own forms/pages to fit my needs or contract with eWay-CRM to assist. Product gives me flexibility to use with MS Outlook via Windows (desktop), Web based and on a Mac Book via Web.
eWay-CRM is constantly making improvements. A few items I would like to see is a training video/manual showing a day/week of a lead or client activity (processes). And a segmented users group; legal, accounting, sales, consulting, etc. to share processes/ideas.
Commentaires : Using the software for more that 6 years, with growing number of users and still happy with the product.
Most important is the seamless integration with MS Outlook, which is our main tool. We don't need another system to log in and to work with. It helps with integration and motivates users to work with the CRM system without troubles and helps keeping all the data and proceses tidy and up-to-date.
Sales statistics could be better. We use our own system.