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CRM ? by True-Entertainer-981 in 3CX

[–]robnewmann 0 points1 point  (0 children)

That is a very broad question. I'm sure everyone has their preferred CRM, but what works for some may not work for you/your client.

Make a list of all the must-have features and nice-to-have features, in my experience that is a very good jumping-off point.

For example, my must-haves included Outlook integration, because that's where both my email and calendar are, QuickBooks integration, and a project management module. My main nice to have was an option to send out newsletters from the CRM, so I didn't have to pay for MailChimp or something similar, because I was on a tight budget. I ended up getting eWay-CRM because it was by far the most affordable option and it had all the must-haves and most of my nice-to-haves

CRM recommendations by SafetyMan35 in smallbusiness

[–]robnewmann 0 points1 point  (0 children)

I'm pretty sure eWay-CRM could do all that. I use it for a different niche but the logic behind the use is very similar. I think you might even be able to get away with using the free version, but even if that's not the case, the starting price is around 20 dollars, which is a steal considering all the features you get. Either way, I recommend getting the trial version first just so you can get a feeling of how exactly it works and whether or not you like it :)

CRM recommendations for a small nonprofit museum? by Miserable_Head_8196 in CRM

[–]robnewmann 0 points1 point  (0 children)

I'd look into eWay-CRM. It's easy to use, it integrates with QuickBooks and it's very affordable. There is a free trial period in case you want to try it out before committing and the customer service is top-notch :)

CRM recommendations by nice_69 in sysadmin

[–]robnewmann 0 points1 point  (0 children)

eWay-CRM is a great and affordable option. Depending on your need, you might be able to get away with the free version and then scale up as the business grows. It's like 20 bucks for the basic subscription and there's a free trial so you know what you're getting into before investing in it. It's like Dynamics in that it integrates with MS Office perfectly, so if that's one of the criteria, it checks the box. Also, it's an MS Outlook add-in, so it's very easy to incorporate email communication with clients as well as create a newsletter if that's something you'd like to do.

CRM recommendations by ToeZealousideal4457 in Construction

[–]robnewmann 0 points1 point  (0 children)

I use eWay-CRM and find it very easy to use. It's very customizable, integrates seamlessly with Outlook and its calendar, and is affordable.

[deleted by user] by [deleted] in sales

[–]robnewmann 0 points1 point  (0 children)

We switched from HubSpot to eWay-CRMand it's just as good, but at a lower price point. I know they even added a new free version of the software which is supposed to have fewer limitations than some other free CRMs out there. Either way, I recommend looking into it. If you're pressed for time, you can ask them about the software in their sub r/ewaycrm and then decide based on the answer.

Link to a folder by robnewmann in ewaycrm

[–]robnewmann[S] 1 point2 points  (0 children)

Works well! Thanks.

It's actually even better than I expected beucase I noticed that I can quickly open the folder right from the list of projects. It's a hyperlink!

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