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 | Lite | Standard | Plus | |
| 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 | ||||
| Word / PDF templates | ||||
| Template Editor (modules Deals, Bookkeeping, Products) | ||||
| FREE Templates |
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| 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 | Lite | Standard | Plus | |
| 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 | ||||
| Word / PDF templates | ||||
| Template Editor (modules Projects, Timesheets) | ||||
| FREE Templates |
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| 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 | Lite | Standard | Plus | |
| 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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| Bulk Edits |
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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 |
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| Import from Excel / CSV | ||||
| Reports – Pin Power BI Reports | ||||
| 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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| 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 |
at additional cost |
at additional cost |
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.