eWay-CRM

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CRM inside Outlook makes you effective

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eWay-CRM Evaluation Snapshot

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User RatingNot rated yet
Starting Price$20 / month
Free TrialAvailable
Free VersionYes
APINot specified
DeploymentCloud Hosted, Deployment Type
HeadquartersUnited States
✎
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Product Overview

eWay-CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About eWay-CRM

eWay-CRM is a fully integrated customer relationship management solution built directly inside Microsoft Outlook, transforming email and contact lists into structured sales, marketing, and customer service workflows without switching apps. It lets teams manage deals, track interactions, automate follow-ups, and visualize performance right from the familiar Outlook environment, helping businesses improve productivity while centralizing customer data in one secure system. 

Core Capabilities

• Native Outlook Integration: Works inside Outlook so users can convert emails into CRM records, track activities, and manage pipelines without context switching. 

• Sales Pipeline & Deal Tracking: Visual dashboards and customizable stages help teams monitor deal progress and prioritize actions.

• Marketing Automation: Capture leads, send targeted campaigns, and measure performance with built-in marketing tools. 

• Activity Management: Schedule follow-ups, log calls, and set reminders to keep customer engagement consistent. 

• Reporting & Analytics: Custom reports and KPI dashboards help teams understand performance trends and outcomes. 

By combining CRM capabilities with the tools users already live in every day, eWay-CRM helps businesses improve sales effectiveness, deepen customer relationships, and drive growth without increasing complexity or forcing new platforms. 
Company eWay System
Founded 2008
Headquarters United States
Employees 11-50

Support

Email Phone Chat Knowledge Base

Training

In-person Documentation

Licensing & Deployment

Proprietary Cloud Hosted On-Premise Web-Based iPhone Android Windows

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 8 industries available
Accounting Construction Financial Services Information Technology & Services Legal Services Management Consulting Non-profit Organization Management Telecommunications

Why Choose eWay-CRM

Problem it Solves

  • Problem it Solves Customer And Sales Information Scattered Across Tools.

Target Users

  • Target Users Sales Teams
  • Target Users Marketing Teams
  • Target Users Small To Mid-sized Business Owners
  • Target Users Customer Support Teams
  • Target Users Project Managers

Core Use Case

  • Core Use Case Track Leads And Deals
  • Core Use Case Manage Customer Contacts
  • Core Use Case Coordinate Sales Activities
  • Core Use Case Sync Email Communication
  • Core Use Case Report On Sales Performance

USP

  • USP CRM Built Directly Inside Outlook For Seamless Sales And Contact Management.
Editorial Buyer Guidance

Who Is eWay-CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Customer And Sales Information Scattered Across Tools.

Target Users

  • Sales Teams
  • Marketing Teams
  • Small To Mid-sized Business Owners
  • Customer Support Teams
  • Project Managers

Core Use Cases

  • Track Leads And Deals
  • Manage Customer Contacts
  • Coordinate Sales Activities
  • Sync Email Communication
  • Report On Sales Performance

Unique Selling Point

CRM Built Directly Inside Outlook For Seamless Sales And Contact Management.

Category-Based Capabilities

eWay-CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Project Management Software 32 selected features Open category ↗ ⌄
Milestone Tracking Testing/QA Management Time & Expense Tracking Projections Alerts/Notifications Calendar Management Project Planning Project Scheduling Issue Management Billing & Invoicing Gantt/Timeline View Client Portal Kanban Board Collaboration Tools File Sharing Prioritization Risk Management Traditional Methodologies Task Management Status Tracking Resource Management Budget Management Task Progress Tracking Commenting/Notes Document Management Portfolio Management Agile Methodologies Activity Dashboard Idea Management Project Tracking Multiple Projects Real Time Updates
Project Planning Software 32 selected features Open category ↗ ⌄
Due Date Tracking Project Time Tracking Activity Dashboard To-Do List Progress Tracking Kanban Board Project Planning Activity Tracking Document Management Assignment Management Gantt/Timeline View Budget Management Task Scheduling Multiple Projects Deadline Management @mentions Resource Management Prioritization Project Tracking File Management Document Storage Collaboration Tools Task Progress Tracking Charting Projections Task Planning Traditional Methodologies Commenting/Notes Email Management Tagging Agile Methodologies Calendar Management
Email Marketing Software 30 selected features Open category ↗ ⌄
Template Management Event Triggered Actions AB Testing Image Library Email Tracking Click Tracking Contact Database Dynamic Content Auto-Responders CRM Subscriber Management WYSIWYG Editor Campaign Analytics Contact Management CAN SPAM Compliance Customer Segmentation Multi-Channel Marketing List Management Spam Blocker Drag & Drop Campaign Scheduling Lead Capture Drip Campaigns Landing Pages/Web Forms Engagement Tracking Multi-Campaign eCommerce Integration Customer Journey Mapping GDPR Compliance ROI Tracking
Construction CRM Software 24 selected features Open category ↗ ⌄
Project Management Data Import/Export Scheduling Quotes/Estimates Activity Tracking Document Management Job Costing Buyer Management Warranty Tracking Calendar Management Collaboration Tools Client Tracking Contract/License Management Task Management Change Order Management Communication Management Contact Management Project Tracking Subcontractor Management Sales Pipeline Management Email Marketing Bid Management Lead Management Procurement Management
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Inside Sales Software 23 selected features Open category ↗ ⌄
Lead Capture Email Management Call Monitoring Automatic Call Distribution Lead Qualification Lead Management Task Management Performance Management Data Management Contact Management Meeting Management Call Recording Lead Distribution CRM Interaction Tracking Auto-Dialer Calendar Management Chat/Messaging Reminders Call List Management Multi-Channel Communication Deal Management Sales Pipeline Management
Real Estate CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking Commission Management Contact Database Lead Qualification Contact Management Campaign Management Access Controls/Permissions Client Management Email Marketing Pipeline Management Lead Management Activity Dashboard Lead Nurturing Interaction Tracking Reporting/Analytics Activity Tracking Document Management Appointment Management Alerts/Notifications Calendar Management Lead Generation Lead Distribution Client/Property Matching Task Management Segmentation Lead Capture Email Tracking For Real Estate Property Database Omnichannel Communications
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
Nonprofit CRM Software 27 selected features Open category ↗ ⌄
Contact Management Donation Tracking Campaign Management Interaction Tracking Real Time Notifications Email Marketing Donor Management Email Management Web Forms Access Controls/Permissions Task Scheduling Website Integration Grant Management Customer Database Credit Card Processing Membership Management CRM Accounting Integration Event Management Document Storage Forms Management Social Media Integration Registration Management Fundraising Management Committee Management Volunteer Management Electronic Payments
Advocacy Software 8 selected features Open category ↗ ⌄
Advocate Management Customer Advocacy Campaign Management Engagement Tracking Nonprofit Advocacy Rewards Management Event Triggered Actions Forms Management
Law Practice Management Software 23 selected features Open category ↗ ⌄
Trust Accounting Conflict Management Legal Case Management CRM Document Generation SSL Security Client Portal Contact Management Contract/License Management Document Management Reminders Access Controls/Permissions Calendar Management Task Management Third-Party Integrations Activity Tracking Time Tracking Billing & Invoicing Customizable Fields Email Management Activity Dashboard Accounting Expense Tracking
Manufacturing Software 21 selected features Open category ↗ ⌄
Reporting/Analytics Forecasting Workflow Management Compliance Management Project Management Shipping Management Quotes/Estimates Warehouse Management Traceability Quality Management Maintenance Management Supplier Management MES Production Management Document Management Supply Chain Management Purchase Order Management Material Requirements Planning Data Import/Export Financial Management Safety Management
Project Tracking Software 17 selected features Open category ↗ ⌄
Milestone Tracking Kanban Board Status Tracking Prioritization Gantt/Timeline View Percent-Complete Tracking Task Management Cost-to-Completion Tracking Project Time Tracking Alerts/Notifications Multiple Projects Task Scheduling Progress Tracking Activity Tracking Project Planning Workflow Management Time & Expense Tracking
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Pricing Information

eWay-CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Available
Free Version Yes
Payment Frequency Annual Subscription, Monthly Subscription
Pricing Page ↗ Trial Page ↗
Lite
$20 Per Month
Standard
$27 Per Month
Plus
$$40 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

eWay-CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

eWay-CRM is a fully integrated customer relationship management solution built directly inside Microsoft Outlook, transforming email and contact lists into structured sales, marketing, and customer service workflows without switching apps. It lets teams manage deals, track interactions, automate follow-ups, and visualize performance right from the familiar Outlook environment, helping businesses improve productivity while centralizing customer data in one secure system. 

Core Capabilities

• Native Outlook Integration: Works inside Outlook so users can convert emails into CRM records, track activities, and manage pipelines without context switching. 

• Sales Pipeline & Deal Tracking: Visual dashboards and customizable stages help teams monitor deal progress and prioritize actions.

• Marketing Automation: Capture leads, send targeted campaigns, and measure performance with built-in marketing tools. 

• Activity Management: Schedule follow-ups, log calls, and set reminders to keep customer engagement consistent. 

• Reporting & Analytics: Custom reports and KPI dashboards help teams understand performance trends and outcomes. 

By combining CRM capabilities with the tools users already live in every day, eWay-CRM helps businesses improve sales effectiveness, deepen customer relationships, and drive growth without increasing complexity or forcing new platforms. 

  • Yes, eWay-CRM offers a free version.

  • Yes, eWay-CRM offers a free trial.

  • No, Credit Card details are not required for the eWay-CRM trial.

  • eWay-CRM offers the following pricing plans & packages:

    Lite

    $20 Per Month

    Standard

    $27 Per Month

    Plus

    $$40 Per Month

  • eWay-CRM supports the following payment frequencies:

    • Annual Subscription , Monthly Subscription

  • No, eWay-CRM does not offer an API.

  • eWay-CRM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • eWay-CRM offers training with the following options:
    • In-person , Documentation

  • eWay-CRM supports the following languages:
    • English

  • Following are the typical users of the eWay-CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • eWay-CRM supports the following deployment:
    • Cloud Hosted , On-Premise

  • eWay-CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows
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