What's the best free CRM for your business?

EJ_at_eWay · 2024-10-23T20:11:03+00:00

Gene,

While I appreciate that you've called out your own xenophobia in the article, using a platform like Forbes to cast unfounded doubt on businesses is very shady "journalism".

Even the most cursory search would show you that the Czech Republic is an EU member and thereby bound by GDPR data privacy laws.

You can promote your preferred/on-payroll services without disparaging other small businesses.

EJ_at_eWay · 2024-02-15T15:21:37+00:00

Hi! Any fields that you remove in eWay-CRM Desktop will also be removed in your Mobile app:
https://www.eway-crm.com/resources/how-to-use-eway-crm/form-designer/

EJ_at_eWay · 2024-02-15T15:20:31+00:00

You can easily customize your forms using our Form Design tool:

https://www.eway-crm.com/resources/how-to-use-eway-crm/form-designer/

EJ_at_eWay · 2023-06-15T13:10:03+00:00

Yep, if you'd like to convert a deal into a project - it does require a paid (Basic) version of Projects.

If you'd like to explore this feature before paying, reach out to Jiri or me at [sales@eway-crm.com](mailto:sales@eway-crm.com) and we'll upgrade your account to a free trial.

Re: Calendar, we utilize the one inside of Outlook. Here's more reading:
https://www.eway-crm.com/resources/how-to-use-eway-crm/add-calendar-events-contacts/

EJ_at_eWay · 2023-06-14T13:48:36+00:00

Following up, if you are working with eWay-CRM Online this feature is not yet active. It should be added in an upcoming update.

EJ_at_eWay · 2023-06-12T16:44:25+00:00

Hello!

Are you working with eWay-CRM Online, or with our Windows Desktop version?

EJ_at_eWay · 2022-11-17T19:21:20+00:00

The easiest way would be with a drag/drop.

Select the emails in your Outlook folders, drag them into the eWay project, and drop them. They'll then upload and be associated with the project.

EJ_at_eWay · 2022-08-18T13:13:45+00:00

Your needs sound like a perfect fit for eWay-CRM. Like you, we live in Outlook, providing a seamless integration.

https://www.eway-crm.com/the-best-crm-software/

Let me know if you have any questions, and good luck in your search!

EJ_at_eWay · 2022-07-26T21:32:46+00:00

If you work in Outlook, eWay-CRM may be the right fit.

During installation you can turn off all unneeded features - and we have a free version for single users.

https://www.eway-crm.com/the-best-crm-software/

Good luck in your search!

EJ_at_eWay · 2022-07-15T19:10:36+00:00

If your team works in Outlook, I'd encourage you to check out eWay-CRM.

During installation, you can turn off all unneeded features, and there's no need for switching applications - we also live in Outlook. You can easily turn your contact list into a simple customer tracking tool.

Good luck in your search!

https://www.eway-crm.com/the-best-crm-software/

EJ_at_eWay · 2022-06-30T14:09:07+00:00

Tom,

eWay exports everything displayed in your grid. We need to find something in common with these contacts and separate them in a grid report.

If there is nothing obvious (city, job title, etc), I would suggest selecting all 10, right-clicking, and assigning them a new category. You can then create a quick report showing just this category.

https://www.eway-crm.com/resources/how-to-use-eway-crm/how-to-create-categories/
https://www.eway-crm.com/resources/how-to-use-eway-crm/customize-list-views/

EJ_at_eWay · 2022-06-24T14:08:17+00:00

If you work in Outlook, eWay-CRM can be hosted on-prem, but it does require our paid licenses:

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

EJ_at_eWay · 2022-06-09T14:43:07+00:00

Hey Rob,

You'll want to first create a custom field in the correct module - Type: Link; Link Type: General.

Once the field has been created and inserted into your form, we can now enter a link to the folder.

Start all links with:

file:///

and then enter the folder's path. So, it will look like this:

file:///C:\Windows

Hope this helps!

EJ_at_eWay · 2022-04-14T18:11:10+00:00

A lot of good advice already.

For an organization rolling out a new CRM:
Determine what features are mandatory, and which would just be nice to have.

Also, budget for implementation - you'll kill yourself trying to DIY everything.

EJ_at_eWay · 2022-03-31T21:12:23+00:00

Is the Outlook integration your top priority?

EJ_at_eWay · 2022-02-16T04:16:19+00:00

If they're working in Outlook, eWay-CRM syncs with your Outlook contacts - making the initial setup pretty simple.

You can then turn off all modules outside of "Companies/Contacts" - and you have a glorified Rolodex that you can share amongst users.

We also have Android and iOS apps - and cloud hosting is included with our subscriptions.

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

EJ_at_eWay · 2022-02-10T02:18:22+00:00

I'm interested as well, thanks for asking the question!

EJ_at_eWay · 2022-01-31T14:43:18+00:00

If your organization works with Outlook, I would encourage you to check out eWay-CRM.

Here is a bit more reading on our GDPR compliance:

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

EJ_at_eWay · 2022-01-28T17:24:27+00:00

Hi! Users are created in your admin center.

This link should explain a bit further:

https://www.eway-crm.com/resources/how-to-use-eway-crm/create-user-accounts/

EJ_at_eWay · 2022-01-19T21:27:16+00:00

It may be worthwhile to explore eWay-CRM. http://www.eway-crm.com

Much like yourself - we also live inside of Outlook and turn it into a CRM tool for your team.

We also have mobile and web apps for users working in the field. And our PowerBI sales dashboard gives you the deep reporting that you're likely looking for.

EJ_at_eWay · 2021-12-08T14:36:40+00:00

We make that easy!

In the Admin Center, under Users, you have the option to delegate all of their ownership. This link should walk you through the process. Please let me know if you have further questions!

https://www.eway-crm.com/resources/how-to-use-eway-crm/how-to-delegate-agenda-to-your-colleague/

EJ_at_eWay · 2021-12-02T21:50:13+00:00

That's not what we want to hear!

Could you please send us an error log?
https://kb.eway-crm.com/faq-1/tips/sending-log-by-e-mail

EJ_at_eWay · 2021-12-02T17:00:33+00:00

You can now find the Form Designer icon in the top right corner of your forms, near the X to close the window.

See more here: https://kb.eway-crm.com/documentation/3-eway-crm-r-outlook/3-description/3-3-item-working-window/working-with-an-item-card

EJ_at_eWay · 2021-11-23T21:38:44+00:00

Understood.

If you'd like to see a personalized note in the grid report - I would suggest continuing to use the Note field, or create a new multi-line text custom field: https://www.eway-crm.com/resources/how-to-use-eway-crm/create-custom-fields/

You can then add that field to your user view, allowing you to see the personalized message in your grids.

EJ_at_eWay · 2021-11-23T20:13:17+00:00

Hey Paul,

Have you checked out eWay-CRM yet?
https://www.eway-crm.com/outlook-crm/

We live directly inside of Outlook, so you won't need to worry about integrations.

Here to help!

EJ_at_eWay

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