---
description: Compare eWay-CRM vs Financial Services Cloud regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: eWay-CRM vs Financial Services Cloud Comparison
---

Breadcrumb: [Home](/) > [Manufacturing Software](/directory/4704/manufacturing/software) > [eWay-CRM \<span\>vs\</span\> Financial Services Cloud](https://www.softwareadvice.co.uk/compare/31005/331364/eway/vs/salesforce-fin-serv-cloud)

# Compare eWay-CRM vs Financial Services Cloud

Canonical: https://www.softwareadvice.co.uk/compare/31005/331364/eway/vs/salesforce-fin-serv-cloud

> Detailed comparison between eWay-CRM and Financial Services Cloud. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | eWay-CRM | Financial Services Cloud |
| **Overall rating** | 4.5/5 | 4.8/5 |
| **Total Reviews** | 820 | 5 |
| **Starting Price** | US$20.00 | US$325.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | Yes | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### eWay-CRM

- API
- Accounting
- Activity Tracking
- Billing & Invoicing
- CRM
- Client Management
- Customer Database
- Customisable Templates
- Document Management
- Document Templates
- Email Management
- Lead Capture
- Lead Management
- Multi-Channel Communication
- Referral Tracking
- Relationship Tracking
- Reminders
- SSL Security
- Scheduling
- Status Tracking

### Financial Services Cloud

- API
- Accounting
- Activity Tracking
- Billing & Invoicing
- CRM
- Client Management
- Customer Database
- Customisable Templates
- Document Management
- Document Templates
- Email Management
- Lead Capture
- Lead Management
- Multi-Channel Communication
- Referral Tracking
- Relationship Tracking
- Reminders
- SSL Security
- Scheduling
- Status Tracking

## Links

- [View eWay-CRM Profile](https://www.softwareadvice.co.uk/software/31005/eway)
- [View Financial Services Cloud Profile](https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud)
- [View Original Comparison](https://www.softwareadvice.co.uk/compare/31005/331364/eway/vs/salesforce-fin-serv-cloud)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"eWay-CRM vs Financial Services Cloud Comparison","description":"Compare eWay-CRM vs Financial Services Cloud regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.uk/compare/31005/331364/eway/vs/salesforce-fin-serv-cloud","about":[{"@id":"https://www.softwareadvice.co.uk/software/31005/eway#software"},{"@id":"https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/compare/31005/331364/eway/vs/salesforce-fin-serv-cloud#breadcrumblist"},"@id":"https://www.softwareadvice.co.uk/compare/31005/331364/eway/vs/salesforce-fin-serv-cloud#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"}},{"name":"eWay-CRM","description":"CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. \n\nWith this solution, marketing is done efficiently because it can assist in creating strategic plans, sending bulk emails, generating leads and evaluation.\n\nThe CRM, together with Outlook, stores data about the customers and allows users to access them. \n\nThe platform also offers a project management module that allows automation of the workflow. \n\nAdditionally, assessment of the business performance is possible with the analytics tool available. \n\nProfessionals can also use it as a web application or via mobile devices. It works offline so employees can track business opportunities and engage with customers, even from remote locations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/04e1c90e-7735-46f2-8b18-014097c7e3d5.png","url":"https://www.softwareadvice.co.uk/software/31005/eway","@id":"https://www.softwareadvice.co.uk/software/31005/eway#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.5,"bestRating":5,"ratingCount":820},"offers":{"price":"20","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Android, Platform ios, Platform ipad"},{"name":"Financial Services Cloud","description":"Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representatives to track, filter and qualify prospects and use the built-in email templates to establish communication. This solution also helps businesses to handle mortgage and lending workflows via a unified platform. The platform allows employees to interact with lenders and borrowers, track and approve documents and store customer data in a centralized repository.\n\nFinancial Services Cloud lets employees create client engagement plans, prioritize customer relationships and highlight client milestones, among other operations. Supervisors can configure case escalation rules and queues to automatically route customer case inquiries to specific agents or teams. Additionally, staff members can build, design and distribute survey forms to collect insights and feedback.\n\nFinancial Services Cloud comes with an API, which allows businesses to integrate the system with several third-party applications. It also provides Android and iOS mobile applications, which let employees manage activities remotely. It is available on annual subscriptions and support is extended via live chat, phone, community forum and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/ff0336a7-0403-406e-8a14-1b4ac2f310ef.png","url":"https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud","@id":"https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.8,"bestRating":5,"ratingCount":5},"offers":{"price":"325","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.co.uk/compare/31005/331364/eway/vs/salesforce-fin-serv-cloud#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Manufacturing Software","position":2,"item":"/directory/4704/manufacturing/software","@type":"ListItem"},{"name":"eWay-CRM vs Financial Services Cloud","position":3,"item":"https://www.softwareadvice.co.uk/compare/31005/331364/eway/vs/salesforce-fin-serv-cloud","@type":"ListItem"}]}]}
</script>