--- title: eWay-CRM Reviews meta_title: 'eWay-CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 13 reviews by the users' company size, role or industry to find out how eWay-CRM works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 13 scale: '5' date_modified: '2026-09-28' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # eWay-CRM Reviews **Vendor:** eWay System Ltd **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 13 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## About eWay-CRM If you use Outlook and need a CRM, you have to try eWay-CRM. It’s the best CRM that lives right inside Microsoft Outlook and Teams. Manage Customers, Sales, Projects, and Email Campaigns — without ever leaving your inbox. Thanks to deep Outlook integration, eWay-CRM automatically tracks emails, syncs with your calendar, and keeps your contacts organized. You’ll love the “Convert to” feature: just right-click any email and turn it into a deal, task, or contact. It’s fast, simple, and powerful. And with Microsoft Teams integration, collaborating with your team becomes seamless. Work smarter, stay organized, and keep everything in one place — right where you already work. ## eWay-CRM Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users value the **calendar sync automation** in eWay-CRM, enhancing daily operations and integration with MS apps. (1 reviews) - Users appreciate the **responsive and helpful customer support** of eWay-CRM, enhancing their overall experience and satisfaction. (1 reviews) - Users value the **ease of use** of eWay-CRM, noting smooth integration and a minimal learning curve. (1 reviews) - Users value the **easy customization** of eWay-CRM, enabling them to enhance their daily operations efficiently. (1 reviews) - Users admire the **easy implementation** of eWay-CRM, enhancing their daily operations with seamless integrations and automation. (1 reviews) - Users appreciate the **easy learning experience** of eWay-CRM, facilitating a smooth transition and immediate productivity. (1 reviews) - Integration (1 reviews) - Seamless Integration (1 reviews) - Time Efficiency (1 reviews) **What users dislike:** - Users face challenges with **saving issues** as sent emails cannot be stored without attachments, complicating the process. (1 reviews) - Users find the **slow loading** times for the list of Journals to be somewhat typical but still frustrating. (1 reviews) ## eWay-CRM Reviews ### 1. Seamless Outlook Integration with Tailored Customization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 19, 2026 **What do you like best about eWay-CRM?** What I value most about eWay‑CRM is its tight native Outlook integration paired with highly configurable custom fields, which have completely reshaped how our Orange County cybersecurity team handles client work. Before we rolled it out, I once had a messy situation with a local manufacturing vendor: our penetration‑test email threads were scattered across three different staff mailboxes. When our lead analyst called the client, he missed critical change‑request details buried in an old inbox, and we nearly delivered the wrong scope of vulnerability assessment. That costly near‑miss pushed us to find a tool that lives inside our email. Now I can attach incoming and outgoing emails directly to client company records without jumping out to a separate browser CRM. I built custom fields to track compliance renewal timelines, audit completion status and client risk flags. Last month when we supported a regional healthcare small business, every compliance correspondence got linked straight to their account. When one of our analysts was out sick, another team member pulled up the full history inside Outlook and handled the follow‑up without confusion. Its task assignment lets me hand off compliance check‑up reminders to our security analysts directly. Since everything runs on Outlook that our hires already know, onboarding new team members is pain‑free. We do not need lengthy CRM training sessions. All these features keep our client‑handling work consolidated, and we avoid repeating that earlier mistake of losing track of critical client communications. **What do you dislike about eWay-CRM?** For our Orange County cybersecurity practice, eWay‑CRM has clear pain points around reporting and Outlook plugin reliability that have created real headaches in day‑to‑day work. The reporting function does not play nicely with our security‑focused custom fields. Earlier this quarter, I needed to pull a list of all clients whose SOC 2 compliance reassessments were due within 60 days. There was no ready‑made dashboard view. I had to run a full CSV export, sort and clean dozens of rows manually inside Excel. During that manual process I accidentally filtered out one mid‑size retail client, and we almost missed sending their pre‑audit reminder notice. That oversight could have damaged our client relationship. I also get intermittent performance problems when attaching large email threads full of penetration‑test report attachments. Not long ago, we exchanged a long thread with a local logistics company discussing test findings. I clicked to link the whole thread to their CRM record; Outlook lagged, and the linking operation failed silently. I had no warning. A week later, our team prepared for the client review call and found none of those key discussion notes existed in their profile. We had to scramble to dig through raw email archives right before the meeting. These silent failures and weak reporting force us to add extra manual cross‑check steps to every client workflow, eating into time we should spend on actual security assessments. **What problems is eWay-CRM solving and how is that benefiting you?** eWay‑CRM solves our biggest real‑world pain: scattered client data spread across personal inboxes, shared drives and spreadsheets, which previously caused tangible missteps for our cybersecurity consulting work. Early last year when we still used Propeller CRM, we supported a regional food‑processing client. Important emails about their network security project were trapped inside one employee’s personal inbox. When that colleague took unexpected medical leave, the rest of our team had zero visibility into ongoing negotiations. We delayed their vulnerability scan kickoff by multiple business days and received formal pushback from the frustrated customer. After switching to eWay‑CRM, every client‑related email gets attached to the corresponding record within Outlook. We no longer lose critical context when team members are unavailable. Custom fields hold our compliance and audit data in‑system instead of separate spreadsheets. Assigned tasks also make sure compliance follow‑ups do not fall between the cracks. While I still must watch out for silent linking failures and poor native reporting, it has eliminated the information silo risk we dealt with before. Our team wastes far fewer hours hunting for scattered records, and we can deliver more consistent, reliable service for our business clients across Orange County. ### 2. eWay still is a powerful tool for daily operations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 09, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about eWay-CRM?** eWay online has been great so far and with new released features, it still provides a crucial role in my daily operations. I really appreciate the Calendar sync automation. I have been waiting for that for some time now. Also connection with other MS apps is getting better. **What do you dislike about eWay-CRM?** At the moment, there are no major issues. Sometimes it takes a few seconds to load the list of Journals, but thats just normal I guess. **What problems is eWay-CRM solving and how is that benefiting you?** Organizing communication with my customers and contacts Projects overview (standard pipeline / kanban) Available also on my iphone and Mac Task management Automated marketing campaigns Calendar events synchronization ### 3. A great replacement for Microsoft Business Contact Manager (BCM) **Rating:** 5.0/5.0 stars **Reviewed by:** Larry B. | President, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 09, 2024 **What do you like best about eWay-CRM?** We had been using Microsoft's BCM product as our CRM platform for 13 years when Microsoft pulled the plug on it and we had to move to another platform. eWay-CRM came to the rescue and was able to migrate all our existing client contact records into their platform and we've been using eWay for 3 years now. The transition was very smooth and the learning curve was minimal, so the experience was very positive.

The integration with Outlook and Microsoft 365 is seamless and makes using the product on a desktop or mobile device a breeze. eWay-CRM handles all of our use cases and more!

The sales team uses eWay-CRM on a daily basis and the customer support is very responsive and helpful. **What do you dislike about eWay-CRM?** There's no option to save Sent emails without the attachments, which means we have to go through an extra step of removing the attachments (using a 3rd party tool) and then saving them into eWay-CRM. **What problems is eWay-CRM solving and how is that benefiting you?** eWay-CRM allows us to keep track of all interactions with clients and have visibility at both the contact level and the parent companies/agencies that those contacts belong to. This gives the sales team the information they need when they reach out to a prospect or customer. ### 4. best CRM among several we've tried **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 31, 2018 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about eWay-CRM?** We've recently switched to eWay from Dynamics CRM. So far as a new user i find it extremely simple to utilize basic functions with little training, also--solid integration with Outlook and Excel **What do you dislike about eWay-CRM?** As an Outlook add-on, it tremendously slows down Outlook's booting up process. Also, the updates process is a bit of a hassle. **Recommendations to others considering eWay-CRM:** particularly if you are potentially a new user of CRM, try eWay. **What problems is eWay-CRM solving and how is that benefiting you?** We migrated to eWay after two previous CRM products that we found didn't work well with our needs. eWay is great in that all of our users with varying expertise levels can easily search, edit, and download based on their own individual needs. Much easier to update, download, search than other CRM products have been. Also like that this is not cloud based. ### 5. Very Disappointed, Stuck me for $533 Yr. subscription, despite use issues from the get go. **Rating:** 0.0/5.0 stars **Reviewed by:** Philip L. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** February 26, 2024 **What do you like best about eWay-CRM?** The syncing from Outlook is very good, the email and sequencing was terrrible in spring 2023. Very confusing and difficult to use. **What do you dislike about eWay-CRM?** Email and sequencing was terrrible in spring 2023. Very confusing and difficult to use, despite several tech support calls. Not intuitive for non-technical users. Was told it was outsourced. **What problems is eWay-CRM solving and how is that benefiting you?** None. Costly mistake. There are much better products out there. ### 6. Slows down Outlook **Rating:** 2.5/5.0 stars **Reviewed by:** Gabbi D. | Marketing Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 25, 2023 **What do you like best about eWay-CRM?** eWay is easy enough to use and customer support are quite helpful. **What do you dislike about eWay-CRM?** Regularly causes Outlook to disable the eWay plugin because of how it slows it down. I often have to restart my computer just to get both eWay and Outlook up and running again. **What problems is eWay-CRM solving and how is that benefiting you?** Having all client info in one central place is helpful, though any CRM offers this. ### 7. 10 Hand = 1 CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** September 05, 2023 **What do you like best about eWay-CRM?** User experience is the best. Most important is experience to manage complex management and I found best supportive one. Fabulous AS I got here to digest all the things. **What do you dislike about eWay-CRM?** Discount. I think, company should give good discounts to the regular customer like me. Also, I help then to improve CRM performance. So, Need good discount to continue. **What problems is eWay-CRM solving and how is that benefiting you?** Yes, Good question. Email management with followups and important categories. Leads management with much important emails. and other documents based on outlook. ### 8. Best CRM in Outlook **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 15, 2023 **What do you like best about eWay-CRM?** Eway has become a really great and reliable tool for me. Integration with Outlook still runs smoothly. My project pipeline is organized, automated, and easy to work with. Every new update brings good features. I also optimized this new grid view and got used to it. **What do you dislike about eWay-CRM?** Outlook used to freeze sometimes, but with the new version, this has been fixed. I do not have any negative feedback at the moment. **What problems is eWay-CRM solving and how is that benefiting you?** Communication with customers. Flexibility on my Mac / iPhone. Project pipeline overview + reporting. ### 9. Best in managing sales workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 14, 2023 **What do you like best about eWay-CRM?** With its unique features we can work with a single customer on multiple projects. **What do you dislike about eWay-CRM?** Free plans can be more comprehensive and with features. **What problems is eWay-CRM solving and how is that benefiting you?** Management of projects and keeping track of sales flow ### 10. User friendly, very customizable with good support form eWay **Rating:** 4.5/5.0 stars **Reviewed by:** Pat K. | Territory Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 16, 2022 **What do you like best about eWay-CRM?** It's Outlook integration and ease of saving data **What do you dislike about eWay-CRM?** The time change between the support team in Europe and out time **What problems is eWay-CRM solving and how is that benefiting you?** Managing my day to day sales work ### 11. I don't have much experience with Eway, but I like how easy and intuitive it is to use **Rating:** 4.0/5.0 stars **Reviewed by:** Anette S. | executive assistant, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 18, 2022 **What do you like best about eWay-CRM?** intuitive use. I don't know what to tell you more about. I really don't have many experiences, but it's really simple to use it. **What do you dislike about eWay-CRM?** Nothing comes to my mind actually, so I don't have anything **What problems is eWay-CRM solving and how is that benefiting you?** easy communication when other colleagues are on vacation, etc ### 12. CRM great with any email and all email accounts **Rating:** 4.0/5.0 stars **Reviewed by:** W. Pierce J. | Insurance Benefits Consultant, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** April 25, 2019 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about eWay-CRM?** I like that the CRM is so free and friendly to use. Its interface is easy to the eye and very simple to use. Also that I can put it on any email interface I use, I currently use MS Office 2010 and MS 2016 and it works great on both. **What do you dislike about eWay-CRM?** It may make your email a little slow, I am not sure that E-WAY is the reason, but since install, the email portion of my suite slows down and doesn't respond on rare occasions. **Recommendations to others considering eWay-CRM:** I like E-way but not fully sold on it. I use it and integrate it across my desktop, laptop, and IPad. So far it's working well and easy to use. I have received several emails asking if I need any help and as of yet have not had to worry about that. I do not get spammed with an email like with HubSpot CRM but again sometimes the Hubspot CRM sends out valuable emails that really help. The main difference between the two so far is access to my CRM, E-way is much easier to see my contacts and add contacts, Hubspot is also full CRM but much more difficult to access the CRM **What problems is eWay-CRM solving and how is that benefiting you?** E-way allows me to bring my CRM with me on my laptop, on my phone, in my office, all using different email clients but keeping them updated across the way. ### 13. Fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 10, 2020 **What do you like best about eWay-CRM?** I like how customizable it is and variety of the functions. eWay-CRM is the best free CRM and also the best CRM i Outlook I've ever used. The customer service is also great. I'm using it for two years now and I have everything I need always with me. **What do you dislike about eWay-CRM?** There's nothing I dislike. They update a lot so if there is a problem they always fix it very soon. **Recommendations to others considering eWay-CRM:** If you're not sure you can always try free version and then upgrade premium. Also the free is for free forever not for just 14 day trial or so. **What problems is eWay-CRM solving and how is that benefiting you?** Contact management, project planning, marketing. - [View eWay-CRM pricing details and edition comparison](https://www.g2.com/products/eway-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-29+09%3A23%3A56+-0500&secure%5Bsession_id%5D=d0897761-26c7-450b-bfc0-cb58748cf3a0&secure%5Btoken%5D=84ca3e71bd0874bca4abf98c7b94c60038183f20138e33d4c5f6774db3c6c90d&format=llm_user) ## eWay-CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Call Center Features - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top eWay-CRM Alternatives - [Nimble CRM](https://www.g2.com/products/nimble/reviews) - 4.5/5.0 (1,062 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,704 reviews) - [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) - 4.3/5.0 (389 reviews)