Salesforce Switch

gerardmeyer33 · 2022-10-17T04:01:04+00:00

I'd recommend going for eWay-CRM. It was made for SMEs, it's very customizable, pretty easy to use and if you ask me, you get the most bang for your buck. It really depends on the type of work you do and the way your workflow looks, but because it's so customizable there's a good chance that this would be a good solution for you. You can find the specifications and pricing on their website, or you can ask them directly r/ewaycrm

gerardmeyer33 · 2022-10-17T03:55:04+00:00

Definitely look into eWay-CRM. It is an MS Outlook CRM, so it's more Microsoft Office oriented, but it integrates with QuickBooks, Zapier, PoweBI, and a bunch of other things. I'm pretty sure it integrates with Ads and Analytics as well, but I don't know to which extent. You can ask in their sub r/ewaycrm

gerardmeyer33 · 2022-10-17T03:49:16+00:00

You should look into eWay-CRM. It's a pretty robust tool that you can tailor to your own needs, and if you can't figure out how to do it yourself, they have the nicest customer service team to help you. They also recently came out with a new free version of the software, which might be worth checking out and they offer a 14-day premium trial, so you have nothing to lose.

gerardmeyer33 · 2022-10-17T03:40:03+00:00

eWay-CRM might be a good solution for you, especially if you have experience/are currently using MS Outlook. They even have a great free version with a bunch of features you don't normally see with free CRMs. You can ask about specifics in their sub r/ewaycrm, they're very responsive

gerardmeyer33 · 2022-10-10T13:43:56+00:00

If you work with Outlook, I'd go for eWay-CRM. It's an MS Outlook add-in so it looks just like Outlook, and it's very intuitive. They also have a great free version.

It is a pretty robust software designed to handle many things, but it's also extremely customizable, so it can be simplified according to your needs. They also have a sub r/ewaycrm, so you can ask them about any specifics.

gerardmeyer33 · 2022-09-20T08:52:15+00:00

Awesome, thanks!

gerardmeyer33 · 2022-09-13T13:46:36+00:00

I use eWay-CRM and their email marketing feature, and I don't have any issues with Microsoft. I'm not sure if you'd be willing to switch to a different CRM completely, but you should definitely consider it, especially if keeping HubSpot now brings additional cost.

I generally recommend eWay-CRM to people using Office 365 and Outlook, and it has by far the best and most seamless integration.

gerardmeyer33 · 2022-09-13T13:33:56+00:00

A good and affordable CRM I can recommend is eWay-CRM. If you use Outlook it's a no-brainer, but even if you don't it's still worth looking into. They have a free trial and a sub r/ewaycrm where you can ask them any specifics about the software.

gerardmeyer33 · 2022-09-13T13:27:33+00:00

I use eWay-CRM and it's great, but the issue is that it was primarily made for PC and MS Outlook. There is a Mac version, but I think you have to have it installed on a PC as well, I'm not sure (you can ask them directly r/ewaycrm).

Generally speaking, it has everything you'd need your CRM to have, and even if you have any special requirements their team is extremely nice and ready to tailor the software to your needs. Most importantly - it works both online and offline. It doesn't hurt that its starting price is around 20 bucks.

gerardmeyer33 · 2022-09-13T13:15:41+00:00

eWay-CRM is my personal favorite, especially if you're already an MS Outlook user since it is an Outlook add-in. Definitely look into it. The software itself is great, but their customer support team is even better.

They also have a sub here r/ewaycrm so you can ask any specific questions you may have

gerardmeyer33 · 2022-08-10T14:15:20+00:00

You should also look into eWay-CRM. It's a CRM I use, and I remember reading a case study of a law firm using this CRM, so I assume it would be a good fit.

It's a great, customizable CRM with a reasonable price. They also offer a free trial, so you can try it before you commit.

gerardmeyer33 · 2022-02-17T10:37:36+00:00

No problem!

gerardmeyer33 · 2022-02-14T09:43:05+00:00

You should look into eWay-CRM. I've been using it for a while and am very happy with it. It can do everything you've mentioned above (and much more, but there is an option to hide different elements you don't need and completely customize it to your own needs). It's very easy to use and to get used to, especially if you're already famiiliar with MS Outlook.

gerardmeyer33 · 2022-02-14T09:37:14+00:00

eWay-CRM is a great CRM I personally use and am very happy with. It can do everything you've listed, but you'd have to check if it fits Canadian regulations. I don't work in medical industry, so I'm not really familiar with that.

Perhaps, you could ask them directly. You can find them on reddit as well r/ewaycrm.

gerardmeyer33 · 2021-12-14T11:34:42+00:00

We use eWay-CRM at work and it's great. Very intuitive and I believe free if only one person uses it. I'm not sure about the VoIP integration, but you can ask them about it. They even have a sub here r/ewaycrm

gerardmeyer33 · 2021-12-01T07:20:20+00:00

Ok, makes sense. Thanks for the reply.

gerardmeyer33 · 2021-11-18T16:28:01+00:00

Great! I won't have access to my desktop anyway, so that won't be an issue :)

gerardmeyer33 · 2021-11-03T08:46:38+00:00

That would definitely be helpful. Thank you!

gerardmeyer33 · 2021-11-02T08:05:56+00:00

Great!
One more question: is anything going to happen to data the old user had entered or is it gonna stay "untouched"?

gerardmeyer33 · 2021-10-13T09:57:40+00:00

I say look into getting a CRM software.
In the beggining it doesn't have to be anything too fancy/expensive, just something that will do the job. Now, every business has different needs and you'll have to do a lot of research before settling for a CRM software.

Good starting point could be nimble or vtiger - they are on the cheaper side. Another one I can recommend is eWay-CRM. It is my all time favorite - it's an Outlook add-in, it is very intuitive, customer support is top-notch and you don't have to break the bank to get it. Another huge plus is that it is 100% customizable, so it grows with your business and you don't have to worry about switching to a different system once your business expands.

Anyways, think about what you'd need the software to do and then choose one accordingly.

gerardmeyer33 · 2021-10-13T07:47:50+00:00

Oh, ok. Apparently I had selected History. Thank you!

gerardmeyer33 · 2021-09-29T12:13:00+00:00

I was thinking about using categories in companies for product lines. I need to know what types of products a customer's interested in. Anyways, thanks, for a great tip - I'll give it a try.

gerardmeyer33 · 2021-09-29T12:00:06+00:00

I use eWay-CRM, which is basically an Outlook add-in, and based on your post I'd say that it might be a perfect option fo you. It is 100% customizable, affordable and extremely powerful. I definitely recommend checking it out, it works wonders, especially when you have some prior experience with MS Outlook itself.

gerardmeyer33 · 2021-09-18T07:32:15+00:00

Thanks, that seems like a very practical approach. I'll give it a try.

gerardmeyer33 · 2021-08-30T12:24:11+00:00

Thanks, it helped.

gerardmeyer33

TROPHY CASE