eWay-CRM Pricing, Reviews and Features (September 2023)

eWay-CRM Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.

eWay-CRM Technical details

Support

Business Hours Online

Customer Type

Freelancers Large Enterprises Medium Business Small Business

API

Location / Phone Number

Kansas City, MO / +1 (816) 286-4322

Deployment

SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows

Official Website

https://www.eway-crm.com/

Category

CRM Software

eWay-CRM Pricing

Pricing ModelFree Trial , Freemium , Subscription

MONTHLY YEARLY

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 /User/Month Billed Yearly

$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 /User/Month Billed Yearly

$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 /User/Month Billed Yearly

$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)

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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.

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