eWay-CRM 9.2 Is Here: Proposals and Invoices with Word/PDF Export, Bulk Edits, and Embedded Power BI Reports
eWay-CRM 9.2 has arrived! It's packed with features that make your daily work faster, smarter, and better connected with the Microsoft 365 ecosystem.
Here’s what’s new.
Bookkeeping Records: Smarter Proposals and Invoices
Create polished proposals and professional invoices using the new Bookkeeping Records module. Pick products from your inventory or add them as text, edit them with just your keyboard, and rearrange items with ease.
Need to send a quote fast? Use the Export to Word or Send as PDF options to generate a business document in seconds. And yes, your Word templates from eWay-CRM Desktop are now available in eWay-CRM Online.
Bulk Edit Any Field
Update dozens of items at once — whether it’s changing the owner, updating the workflow status, or modifying any other field. Just select multiple records, click into the field, set the new value, confirm, and you're done.
Advanced workflows? No problem. eWay-CRM will notify you if something prevents the change and tell you exactly why.
Automatic Email Tracking by Company Domains
Stop losing client emails. Add Tracked Domains (e.g., @eway-crm.com) to a company, and eWay-CRM will automatically track all emails from that domain. It works even if a contact isn’t in your database yet.
Combined with automatic email saving, this ensures you never miss a conversation.
Embedded Power BI Reports
Your favorite Power BI dashboards can now live inside eWay-CRM. Pin reports globally or attach them directly to contact, company, or deal. The system even passes item-specific data to the report, giving you context-rich insights with one click.
You can pull data from eWay-CRM, your ERP, helpdesk, or any other system — no integration needed.
Mark Deals and Projects as Won / Lost Instantly
Cleaning your pipeline is now a one-click task. Just right-click any deal or project, hit Mark as > Won / Lost, and you're done.
Power Automate Integration
Link eWay-CRM with Microsoft Bookings, Microsoft Forms, and other apps using the new Power Automate connector. Build your own automations — no coding needed. We’ve even created templates to help you start.
Watch the Full Walkthrough
We’ve recorded a full demo covering all the updates mentioned above.
Share Your Feedback
Try the new features now and tell us what you think. Your feedback helps us build a better eWay-CRM.
Need assistance? Our team is ready to support you.
You can also check our full changelog history.
* If you run eWay-CRM on your own server, update the system via the Admin Center in your installation.
