eWay-CRM Review | 54 Data compared

8.9

Excellent

8.9

Excellent

8.0

Excellent

10.0
Small business
What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.
Score components:
40.0%
10.0
Starting price
25.0%
10.0
Free plan
20.0%
10.0
Free trial
15.0%
10.0
Built-in quotes and invoicing
10.0
Sales automation
What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.
Score components:
35.0%
10.0
Workflow automation
25.0%
10.0
Lead scoring
25.0%
10.0
Sales forecasting
15.0%
10.0
Email sync and tracking
8.8
Client and pipeline management
What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.
Score components:
35.0%
10.0
Built-in quotes and invoicing
25.0%
10.0
Project management
20.0%
10.0
Mobile apps
20.0%
4.0
Calling and dialer
10.0
Enterprise security and compliance
What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.
Score components:
35.0%
10.0
Single sign-on (SSO)
25.0%
10.0
Audit logs
20.0%
10.0
Self-hosting
20.0%
10.0
API access

Technical Specifications of CRM platform eWay-CRM

Overall score

8.9

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Popularity

What it is: An indicator based on the number of reviews received by CRM platforms.

When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.

Product & Pricing

What it is: Subscription plans, billing terms, limits, and entry-level cost for comparing CRM affordability.

When it matters: It matters when you need to compare the real starting price, billing commitment, and capacity included in the first plan.

Score components:

24.0%

Starting price

20.0%

Contact limit

15.0%

Free plan

12.0%

5.5

Included file storage

11.0%

Free trial

11.0%

Minimum seats

7.0%

4.0

Startup program or discount

9.0

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Starting price

What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.

When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

Billing period

What it is: The recurring time interval attached to the advertised entry-plan price.

When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Free plan

What it is: Whether the CRM software offers a permanent free plan.

When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

Free trial

What it is: Whether the CRM software offers a time-limited free trial.

When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

Minimum seats

What it is: The smallest number of paid seats required for the entry plan.

When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

Core CRM

What it is: Core records and daily CRM operations, including accounts, contacts, leads, deals, pipelines, custom fields, quotes, invoicing, and project tracking.

When it matters: It matters when the CRM must support a complete, consistent view of customer relationships and pipeline activity.

Score components:

12.0%

Deal and pipeline management

9.0%

Contact management

9.0%

Lead management

8.0%

Custom fields

8.0%

Reporting and dashboards

7.0%

4.0

Custom objects

7.0%

Built-in quotes and invoicing

6.0%

Account and company management

6.0%

Automatic duplicate detection

6.0%

4.0

Territory management

5.0%

Tasks

5.0%

Project management

5.0%

4.0

Client portal

4.0%

Real estate features or templates

3.0%

4.0

Time tracking

8.7

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Account and company management

What it is: Whether the CRM supports account and company management.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

Contact management

What it is: Whether the CRM supports contact management.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

Lead management

What it is: Whether the CRM supports lead management.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

Deal and pipeline management

What it is: Whether the CRM supports deal and pipeline management.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

Custom fields

What it is: Whether the CRM lets users create custom fields.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

Sales & Automation

What it is: Sales execution and automation tools for workflows, AI assistance, scoring, outreach cadences, forecasting, and e-signatures.

When it matters: It matters when you want to reduce repetitive sales work, standardize follow-up, or make pipeline decisions from forecasts.

Score components:

13.0%

Workflow automation

12.0%

AI assistant

11.0%

Email sync and tracking

9.0%

Lead scoring

9.0%

Sales forecasting

9.0%

4.0

Sales sequences

8.0%

Marketing automation

8.0%

4.0

Calling and dialer

8.0%

4.0

In-quote online payments

7.0%

4.0

Built-in e-signature

6.0%

Calendar sync

8.1

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AI assistant

What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.

When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

Workflow automation

What it is: Whether the CRM supports configurable workflow automation.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

Lead scoring

What it is: Whether the CRM supports lead scoring.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

Email sync and tracking

What it is: Whether the CRM syncs email and tracks opens and clicks.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

Sales forecasting

What it is: Whether the CRM provides sales forecasting.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

Integrations & Access

What it is: Connections, interfaces, APIs, apps, data movement, omnichannel messaging, and support channels around the CRM.

When it matters: It matters when the CRM must fit your existing tools, be usable across devices, or offer the support and access model your team needs.

Score components:

16.0%

4.0

Marketplace integrations

16.0%

API access

14.0%

Omnichannel messaging

12.0%

Mobile apps

11.0%

Webhooks

11.0%

Data import and export

10.0%

7.0

Supported interface languages

10.0%

Mobile app store rating

8.7

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Marketplace integrations

What it is: Whether the CRM provides a native integration marketplace.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

API access

What it is: Whether the CRM provides documented API access.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

Webhooks

What it is: Whether the CRM supports outbound webhooks.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

Mobile apps

What it is: Whether the CRM provides official mobile apps.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

Data import and export

What it is: Whether the CRM supports both data import and export.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

Security & Deployment

What it is: Security controls, permissions, auditability, hosting, storage, and data-residency choices for deploying the CRM.

When it matters: It matters when compliance, internal controls, deployment responsibility, or the location of customer data affects the buying decision.

Score components:

30.0%

Role-based permissions

25.0%

Single sign-on (SSO)

20.0%

Audit logs

15.0%

European data residency

6.0%

Self-hosting

4.0%

Offline and local storage

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Single sign-on (SSO)

What it is: Whether the CRM supports single sign-on.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

Security certifications

What it is: The security certifications or compliance frameworks documented for the CRM provider.

When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

Role-based permissions

What it is: Whether the CRM supports configurable roles and permissions.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

Audit logs

What it is: Whether the CRM provides audit logs of user or record activity.

When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

Supported operating systems

What it is: The operating systems supported by the CRM’s desktop or mobile clients.

When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

eWay-CRM vs the average CRM platform

Why is eWay-CRM better than the average CRM platform?

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Offers a permanent free plan
eWay-CRM offers a permanent free plan, while the average CRM platform does not.
Unlimited users, requires Outlook.
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.
Importance: MEDIUM
eWay-CRM offers a permanent free plan, while the average CRM platform does not.
Supports single sign-on
eWay-CRM supports single sign-on, while the average CRM platform does not support single sign-on.
Integrates natively with Microsoft 365 and Microsoft Entra ID (Azure AD) SSO.
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.
Importance: MEDIUM
eWay-CRM supports single sign-on, while the average CRM platform does not support single sign-on.
Native AI assistant
eWay-CRM includes native AI assistant capabilities, while the average CRM platform does not.
eWay-CRM AI drafts email follow-ups and summarizes customer notes.
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.
Importance: MEDIUM
eWay-CRM includes native AI assistant capabilities, while the average CRM platform does not.
Sales forecasting
eWay-CRM provides sales forecasting, while the average CRM platform does not provide sales forecasting.
Includes deal probability and pipeline revenue forecasting.
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.
Importance: LOW
eWay-CRM provides sales forecasting, while the average CRM platform does not provide sales forecasting.
Omnichannel messaging
eWay-CRM supports omnichannel messaging, while the average CRM platform does not.
SMS Campaigns module supports direct text message broadcasts.
What it is: Whether the CRM supports omnichannel messaging through WhatsApp, SMS, or live chat.
When it matters: It matters when sales reps engage prospects through modern messaging apps like WhatsApp or SMS rather than email alone.
Importance: LOW
eWay-CRM supports omnichannel messaging, while the average CRM platform does not.
Supports lead scoring
eWay-CRM supports lead scoring, while the average CRM platform does not support lead scoring.
Rules-based criteria derived via marketing module tracking.
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.
Importance: LOW
eWay-CRM supports lead scoring, while the average CRM platform does not support lead scoring.
What it is: Whether the CRM hosts customer data in European data centers or supports user-controlled self-hosting to satisfy GDPR requirements.
Importance: LOW
Native marketing automation
eWay-CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
Through integrations like Mailchimp or Power Automate triggers.
What it is: Whether the CRM offers native marketing automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.
Importance: LOW
eWay-CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
Offers a permanent free plan
eWay-CRM offers a permanent free plan, while the average CRM platform does not.
9 $/user/mo Lower recurring entry-plan price
eWay-CRM starts at a lower recurring entry-plan price than the average CRM platform.
Built-in project management
eWay-CRM includes built-in project management tools, while the average CRM platform does not.
Real estate templates included
eWay-CRM provides real estate templates and workflows, while the average CRM platform does not.
Native AI assistant
eWay-CRM includes native AI assistant capabilities, while the average CRM platform does not.
Sales forecasting
eWay-CRM provides sales forecasting, while the average CRM platform does not provide sales forecasting.
Supports lead scoring
eWay-CRM supports lead scoring, while the average CRM platform does not support lead scoring.
Native marketing automation
eWay-CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
Omnichannel messaging
eWay-CRM supports omnichannel messaging, while the average CRM platform does not.
Better mobile app rating
eWay-CRM has higher mobile app store ratings than the average CRM platform.
More supported languages
eWay-CRM supports more interface languages than the average CRM platform.
Supports single sign-on
eWay-CRM supports single sign-on, while the average CRM platform does not support single sign-on.
Vendor-supported self-hosting
eWay-CRM offers a vendor-supported self-hosted edition, while the average CRM platform does not offer a vendor-supported self-hosted edition.
Offline work or local storage
eWay-CRM supports meaningful offline work or local CRM data storage, while the average CRM platform does not support meaningful offline work or local CRM data storage.

Integrations & Access

Security & Deployment

Why is eWay-CRM worse than the average CRM platform?

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No integration marketplace
eWay-CRM does not provide a native integration marketplace, while the average CRM platform provides a native integration marketplace.
Primarily relies on direct pre-built add-ons, Zapier, and Microsoft Power Automate integrations instead of its own native marketplace platform.
No integration marketplace
eWay-CRM does not provide a native integration marketplace, while the average CRM platform provides a native integration marketplace.
Primarily relies on direct pre-built add-ons, Zapier, and Microsoft Power Automate integrations instead of its own native marketplace platform.
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.
Importance: LOW
eWay-CRM does not provide a native integration marketplace, while the average CRM platform provides a native integration marketplace.

Total

Integrations & Access

Third-party reviews

pcmag.com

no rating assigned

PCMag evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire daily sales...Read more

techradar.com

no rating assigned

TechRadar evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire daily sales...Read more

capterra.com

no rating assigned

Capterra evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire daily sales...Read more

capterra.it

no rating assigned

Capterra Italia evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire daily...Read more

appvizer.it

no rating assigned

Appvizer Italia evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire daily...Read more

appvizer.fr

no rating assigned

Appvizer France evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire daily...Read more

capterra.fr

no rating assigned

Capterra France evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire daily...Read more

capterra.es

no rating assigned

Capterra España evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire daily...Read more

appvizer.es

no rating assigned

Appvizer España evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire daily...Read more

omr.com

no rating assigned

OMR Reviews evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire daily...Read more

capterra.com.de

no rating assigned

Capterra Deutschland evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire...Read more

capterra.nl

no rating assigned

Capterra Nederland evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire...Read more

appvizer.nl

no rating assigned

Appvizer Nederland evaluates eWay-CRM as a capable CRM solution, praising its seamless native operation directly inside Microsoft Outlook, shared calendars, and automatic email logging. On the downside, reviewers note heavy dependence on the Windows Outlook ecosystem and more basic standalone mobile/web versions. Ultimately, it is recommended for teams standardizing their entire...Read more

Expert reviews

eWay-CRM Review | 54 Data compared

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Technical Specifications of CRM platform eWay-CRM

eWay-CRM vs the average CRM platform

Why is eWay-CRM better than the average CRM platform?

Why is eWay-CRM worse than the average CRM platform?

Graphic comparison of eWay-CRM and other CRM platforms

Pros

Cons