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About eWay-CRM
What is eWay-CRM?
eWay-CRM is a customer relationship management (CRM) tool that works directly inside Microsoft Outlook. It turns your email and calendar into a full CRM, allowing you to manage contacts, deals, projects, and marketing without leaving your inbox. It now includes AI features that analyze email tone, highlight urgent messages, and generate summaries.
What problem does it solve?
eWay-CRM solves the problem of context switching between your email and a separate CRM. It helps teams avoid duplicate customer contacts, ensures no message is missed, and keeps all customer communication and data in one place. It also streamlines data entry by converting emails into contacts, tasks, or deals.
Who is it for?
eWay-CRM is ideal for small to medium-sized businesses, startups, non-profits, and teams that rely heavily on Outlook and Microsoft 365. It is especially useful for sales, customer support, and project management teams. However, it is not for companies that do not use Outlook or need a standalone, web-based CRM without email integration.
Real use cases
Sales teams use eWay-CRM to track leads and deals from Outlook. Customer support teams share and chat about emails to avoid double responses. Project managers use it to manage projects and sync calendars. Marketing teams integrate with Mailchimp or Constant Contact for campaigns. All data can be reported via Power BI.
Key features
- Outlook integration — Turn your Outlook into a CRM, managing customers and deals without switching apps.
- AI email insights — AI detects email tone, flags important messages, and creates summaries to help you prioritize.
- Team email sharing — Share emails with colleagues and discuss them in real-time via Microsoft Teams to avoid duplicate responses.
- Contact & company management — Automatically convert emails to contacts, tasks, or deals.
- Project management — Manage projects and tasks, with synchronization to Outlook calendar.
- Marketing tools — Integrate with Mailchimp, Constant Contact, and WordPress (Contact Form 7) to run campaigns.
- Integrations — Connect to Power BI, SharePoint, Power Automate, QuickBooks, Zapier, 3CX, Adobe Sign, and more.
SaaSpartout Score
7.6
/10
Editorial score from our review methodology — not user ratings.
eWay-CRM Pricing
eWay-CRM pricing: Free plan available; paid plans from $20/user/month (billed monthly) or $18/user/month (annual).. Billing model: Freemium.
Contacts & Companies (Free)
$0 for unlimited users. Includes basic CRM features: manual email saving, convert email to contact/task/deal, sync with one Outlook calendar, one user view per module, word template editor, basic configurations, basic workflows (1 per module), 10 custom fields, 1 custom form per module, connect Microsoft Teams, Power BI, WordPress, online help, community support, and 200 MB cloud storage for documents and emails.
Lite
Starting at $20/user/month (billed monthly), $18/user/month (billed annually), $15/user/month (billed 3-yearly). Includes everything in Free, plus AI-powered contact signature recognition, caller ID (iOS/Android), task reminders, row summaries, unlimited user views, advanced customizations (workflows, fields, forms, permissions, important/mandatory fields), Microsoft Power Automate integration, and live support. A free trial is available; annual billing is $216/user/year, 3-yearly is $540/user/3yrs.
Frequently asked questions
Does eWay-CRM have a free plan?
Yes, eWay-CRM offers a free 'Contacts & Companies' plan for unlimited users. It includes basic CRM features and 200 MB of cloud storage.
How much does eWay-CRM cost?
The paid plan 'Lite' starts at $20/user/month when billed monthly, $18/user/month billed annually, or $15/user/month on a 3-year commitment. There is also a free version.
Is eWay-CRM only for Outlook users?
Yes, eWay-CRM is deeply integrated with Microsoft Outlook. It works as an add-in inside Outlook, so you need Outlook to use it. It also integrates with Microsoft Teams, SharePoint, and Power BI.
What are the top alternatives to eWay-CRM?
Common alternatives include HubSpot CRM, Zoho CRM, Pipedrive, and Microsoft Dynamics 365. However, eWay-CRM is unique for its deep Outlook integration and free plan for unlimited users.
What are the limitations of eWay-CRM?
eWay-CRM requires Outlook; there is no standalone web app. The free plan includes limited storage (200 MB) and only one user view per module. Advanced automation (like Power Automate) is only on paid plans.
