eWay-CRM

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About eWay-CRM

eWay-CRM software is a platform that allows you to keep track of and exchange information about all of your customers and clients. The software includes features for keeping track of sales through emails, notes, and documents. With eWay-CRM, you may cooperate with your team to automate your sales pipeline for business workflows by collaborating on follow-up tasks. Your team has access to all of your contacts and businesses. It contains categories and custom fields, and it syncs with your smartphone. It has a built-in email tracking system. You get all deals and leads in one spot for your sales-related support. It works with Power BI, QuickBooks, and other programmes. It is compatible with Android and iOS mobile devices. It also provides you with reminders and automated workflows. You can keep track of your delivery and manage your tasks. A summary view of projects displays individual management goals, project profitability, invoicing and human resource planning, as well as financial results based on request type.. You can also control your company's marketing objectives. You can split your database and then quickly select a respondent list based on particular criteria.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $18.00. Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

96%
Reviews

78%
Momentum

62%
Popularity

79%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

Business Hours, Online

eWay-CRM Awards

# 16 Fastest Growing CRM Software
Q1 2022

eWay-CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

96%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

eWay-CRM Pricing

Free Trial

Available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

MONTHLY YEARLY

Free Free

Lite version with limited features. Great for startups, non-profits, or teams with limited budgets.

For unlimited users

Features

Manual email saving
Convert email to contact, task, deal
Synchronization with Outlook calendar (1 calendar)
User Views (1 per module)
Workflows - Basic (1 per module)
Custom fields (10 in total)
Custom forms (1 per module)
Zapier
PowerBI
WordPress
Online resources
Community support
200 MB for your documents and emails

Basic $18.00 $20.00 per user / month

$216 per User per Year

$15 ($540) per User billed 3 Years

Starting edition for small teams that need basic customizations and live support.

Features

Includes features of Free plan, plus
Caller identification (iOS, Android)
Task reminders
Synchronization with Outlook calendar (3 calendars)
Row summaries
User views (3 per module)
Workflows - Basic (3 per module)
Custom fields (30 in total)
Custom forms (3 per module)
Basic permissions
Important fields (3 per module)
Mandatory fields (3 per module)
Live Support
- Email
- Helpdesk
10 GB for your documents and emails

Professional $24.00 $27.00 per user / month

$288 per User per Year

$20 ($720) per User billed 3 Years

Advanced plan for teams that need professional CRM and phone support.

Features

Includes features of Basic plan, plus
Automatic email saving
Recurrent tasks
Synchronization with Outlook calendar (5 calendars)
Synchronization with Outlook contacts
Duplicity checker
Conditional formatting
Shared views (5 per module)
User views (5 per module)
Workflows - Basic or Advanced (5 per module)
Workflow rules and actions
Custom fields (50 in total)
Custom forms (5 per module)
User groups and module permissions
Important fields (5 per module)
Mandatory fields (5 per module)
API
3CX
QuickBooks
Phone support ("Book a call")
25 GB for your documents and emails (extendable)

Enterprise $36.00 $40.00 per user / month

$432 per User per Year

$30 ($1080) per User billed 3 Years

Ultimate plan for those who want all features without compromises.

Features

Includes features of Professional plan, plus
Force automatic email saving for all team members
Subtasks
Synchronization with Outlook calendar (unlimited)
Add-ins for Word and Excel
Document versioning
Private items
Shared views (unlimited)
User views (unlimited)
Workflows - Basic or Advanced (unlimited)
Workflow group-level actions
Custom fields (unlimited)
Field level permissions
Custom forms (unlimited)
Important fields (unlimited)
Mandatory fields (unlimited)
Unique fields (unlimited)
Currencies (unlimited)
eWay-Gate
PBX TAPI
Phone support ("Call any time")
50 GB for your documents and emails (extendable)

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 03/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about eWay-CRM Pricing