Compare Plans
Go through the complete comparison to see what features are available in each module / plan.
Contacts & Companies
The core module everybody uses. Allows you to work with contacts, and companies, track communications, and plan follow-ups.
Sales
Additional module for all who want to keep deals and business opportunities well organized.
Free $0 | Lite + $10 / month / user | Standard + $13 / month / user | Plus + $20 / month / user | |
Deals |
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Convert Email to Deal |
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AI Powered: Sender Signature Recognition |
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Bookkeeping (Invoices, Quotes, and Orders) |
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Goods and Inventories | ||||
Discount Lists | ||||
Goals | ||||
Automatically calculate Est. Revenue from Quotations | ||||
Notification about expiring deals | ||||
Integrations | ||||
SharePoint (create a folder in SharePoint when you create a deal) | ||||
Power BI Sales Executive Dashboard | ||||
Power BI CFO Dashboard | Power BI Activity Dashboard | |||
WordPress (create deals from CF7) | ||||
Leady |
Projects
Additional module for companies that need to keep track of deliveries or internal projects, including timesheets and resource planning.
Free $0 | Lite + $10 / month / user | Standard + $13 / month / user | Plus + $20 / month / user | |
Projects |
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Convert Email to Project |
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Convert Deals to Projects |
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Teams | ||||
Subprojects |
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Timesheets |
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Resource and Planning | ||||
Salaries | ||||
Bonuses | ||||
Automatically calculate Revenue from Invoices | ||||
Automatically calculate Costs from Timesheets | ||||
Automatically calculate Hours from Timesheets | ||||
Automatically calculate Other Costs from product purchase prices | ||||
Use hours reported in deal time sheets to calculate project fields Actual Hours and Actual People Costs | ||||
Notifications about expiring projects | ||||
Integrations | ||||
SharePoint (create a folder in SharePoint when you create a project) | Power BI Activity Dashboard |
Marketing
An in-built email marketing tool for efficient campaigns.
Free $0 | Lite + $25 / month | Standard + $72 / month | Plus + $288 / month | |
Professional Email Campaigns | 1k emails / month | 10k emails / month (extendable) | 50k emails / month (extendable) | 300k emails / month (extendable) |
Standard Templates | ||||
Template Builder | ||||
Substitute Symbols | ||||
Click Tracking | ||||
Link Checker | ||||
SPAM score | ||||
Mail headers customization | ||||
Custom DNS settings – basic (DKIM, DMARC, SPF) | ||||
Advanced Statistics | ||||
Google Analytics Integrations | ||||
Scheduled Delivery | ||||
Smart Delivery (AI based delivery) | ||||
Agency web access for designers | ||||
Heatmaps | ||||
Advanced DNS customization (tracking certificates, domain alignment) | ||||
Multi domain / Multi brand account | ||||
Remove Branding |
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Word Mail Merge | ||||
Print Labels | ||||
Print Envelopes | ||||
Customer Categorization |
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Customizations and additional features
All of the following features are included in the module Contacts & Companies (based on the selected plan).
Free | Lite | Standard | Plus | |
Views | ||||
Standard Views |
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User Views |
1 per module |
up to 3 per module |
up to 5 per module |
Unlimited |
Shared Views |
up to 5 per module |
Unlimited | ||
Lists |
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Filters |
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Groups |
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Row Summary |
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Conditional Formatting | ||||
Compact Lists | ||||
Filters | ||||
Groups | ||||
Row Summary | ||||
Board / Kanban | ||||
Filters | ||||
Group by Custom Fields | ||||
Summary | ||||
Export to Excel | ||||
Import from Excel / CSV | ||||
Customizations | ||||
Multiple Currencies | 1 currency | 1 currency | up to 5 currencies | unlimited |
History Tracking | ||||
Private Items |
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Types | 1 per module | 3 per module | 5 per module | unlimited |
Form Designer | 1 form per module | 3 forms per module | 5 forms per module | unlimited |
Basic Workflow |
1 per module |
3 per module |
5 per module |
unlimited |
Advanced Workflows |
5 per module |
unlimited | ||
Workflow Rules for Advanced Workflows |
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Workflow Actions for Advanced Workflows |
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Group-level actions |
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Custom Fields |
up to 10 fields |
up to 30 fields |
up to 50 fields |
unlimited |
Important Fields |
up to 3 per module |
up to 5 per module |
unlimited | |
Mandatory Fields |
up to 3 per module |
up to 5 per module |
unlimited | |
Unique Fields |
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Read Only fields |
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Word / PDF templates | ||||
FREE Templates | ||||
Custom Templates |
at additional cost |
at additional cost | ||
Security | ||||
Office 365 authorization |
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Domain authorization |
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SSL encryption |
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User roles | all admins | predefined list |
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Module permissions |
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Field permissions |
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GDPR compliance |
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Auto-lock |
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Cloud | 200 MB for emails and documents | 10 GB for emails and documents | 25 GB for emails and documents | 50 GB for emails and documents |
On Premise Installation | ||||
Ability to Store Documents and Emails on HDD (for On Premise) | ||||
API for your own Development | ||||
eWay-Gate | ||||
Integrations | ||||
Pohoda (at additional price) | ||||
Sync interval | 1 per hour | customizable | ||
Filter Sync | ||||
Field Mapping | ||||
QuickBooks (at additional price) |
Support and Additional Services
All of the following features are included in the module Contacts & Companies (based on the selected plan).
Free | Lite | Standard | Plus | |
Community | ||||
Tutorial Videos | ||||
How to Articles | ||||
eBooks | ||||
Documentation | ||||
Webinars | ||||
Chat (15 min per request) | ||||
Email / Helpdesk | ||||
Phone (1:1 support) | book a call | call us any time | ||
In-built Chat in the Admin Center | ||||
Premium Trainings (at additional cost) | ||||
Custom Development |
There is nothing better than your own experience.
Try eWay-CRM free or book a demo with our consultants. They are happy to answer all of your questions.