eWay-CRM review
Bottom line
eWay-CRM is an Outlook and Microsoft 365 CRM that turns emails, meetings and contacts into tracked deals, projects and customer records without leaving the inbox. Its clearest strength is that the CRM lives where a team already works, with a free plan for small teams and AI features for summaries and tone detection. Buyers should watch the per-user cost of the Standard and Plus tiers, the separate Sales add-on pricing, and the professional services rate of $960 per day for data import and training. It suits Outlook-centric small and mid-size teams that want a CRM inside their email.
What is eWay-CRM?
eWay-CRM is a customer relationship management system built into Microsoft Outlook, Teams and Microsoft 365. It is designed for sales teams, account managers and project-based businesses that conduct most customer conversations by email and want those conversations linked to contacts, companies, deals and projects. The core problem it addresses is the gap between where work happens, the inbox, and where customer records are kept, which is often a separate system that someone must update by hand. The vendor, eWay System LLC, is headquartered in Kansas City, Missouri, and began in Prague in 2008.
Day to day, users turn an email into a contact, deal or project with a single click, and every item shows the full history of communications along with upcoming steps. Teammates can share emails so that two people do not contact the same customer about the same issue, and they can discuss a message in real time through Microsoft Teams. The AI features read the tone of incoming messages to flag those that need immediate attention, generate summaries and suggest next tasks. Outlook calendar synchronization, custom fields, forms and workflows let each team shape the records around its own process, and Power BI dashboards report on sales and activity.
The product serves manufacturing, construction, consulting, IT, finance, real estate and nonprofit organizations, and its listed customer types range from freelancers and small businesses to enterprises. It offers a free plan for unlimited users with 200 MB of storage and paid plans that cost $18, $24 and $36 per user per month when billed annually. Paid plans can be billed monthly or every three years, and a Sales add-on is available for $9 per user per month billed annually. New accounts start with a 14-day trial of the top plan before moving to the free edition.
What sets eWay-CRM apart from typical CRM tools is that it starts from the Outlook inbox instead of a separate web application that users must learn and log into. Customer data can be hosted in US or European data centers, or the software can be installed on the customer's own servers. The company states that it is self-funded and has never taken outside investment.
Who it's for
- Outlook-centric sales teams
- Small and mid-size businesses in manufacturing or construction
- Consultants and account managers who run projects by email
Who should look elsewhere
- Teams that do not use Outlook or Microsoft 365
- Organizations that need a standalone web-based CRM with no Microsoft dependency
Typical uses
- Tracking customer emails against deals and contacts
- Coordinating client communication across a sales team
- Managing projects and timesheets from email threads
- Reporting on pipeline and activity with Power BI
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