FAQ

eWay-CRM Desktop runs on Windows 11, 10, 8.1, 8, 8, 7, Vista, and XP.

We though require that Microsoft supports your Windows. For more information about what Microsoft supports versions of Windows, contact them directly.

Yes.

eWay-CRM Desktop runs inside the classic Outlook for Windows. As long as you install Outlook onto your computer, eWay-CRM Desktop will run perfectly.

eWay-CRM Online runs inside the new and classic Outlook for Windows, Outlook Online, Mac, and mobile.

eWay-CRM Online runs perfectly inside Outlook for Mac and Outlook Online (under the Microsoft 365 subscription).

If you need to work with eWay-CRM Desktop, you need Microsoft Windows. You can use Parallels Desktop, VMWare, or any other virtualization tool to run your Windows (and eWay-CRM) on Mac.

eWay-CRM consists of 2 add-ins and 1 standalone app:

1. eWay-CRM Desktop (Outlook add-in)
2. eWay-CRM Online (Outlook add-in)
3. Mobile app (standalone app you get from AppStore or Google Play Store)

Your data is saved in our cloud (default option) or on your servers (talk to our sales team to coordinate the installation).

They are automatically synchronized to all devices with eWay-CRM Desktop or Mobile apps. This way, your data are automatically backed up on everybody's PC and available offline.

eWay-CRM Online works online only and requires a stable internet connection.

No, data can be hosted in the cloud which is the default option.

Yes, if you use eWay-CRM Professional, Enterprise, or Premium, you can keep your data on your servers that meet our minimum requirements.

Kindly contact our sales team to coordinate the installation.

Yes, you can sign up for the eWay-CRM 14-day Trial to try out all the features. Please visit our signup page and create your account.

Your eWay-CRM will be automatically downgraded to the free edition after the trial period and you can freely use selected features for unlimited users.

eWay-CRM synchronizes data between the local database (running on your PC) and the server database running either on your own server or in our cloud. The cloud runs in the most advanced data centers in the US or Europe based on what is closer to your location.

• Cloud partner for the U.S.: OVH US LLC, located in Virginia, United States of America (us.ovhcloud.com).
• Cloud partner for Europe: Cloud4com s.r.o., Czech Republic, European Union (cloud4com.cz)

Yes. If you host your database in our cloud, the communication is encrypted through HTTPS. If you decide to run the server component on your servers, we can instruct your IT on how to set it up.

We run incremental backups of data in the cloud every other day and full backups every Sunday. Backups are stored for 2 weeks before deleting.

eWay-CRM AI features use Microsoft Azure AI.

We make sure that processing takes place in the same region where the client’s data is hosted under the business terms and conditions. For clients in the European Union, this means the European Union. For clients in the United States, this means the USA.

If a client uses eWay-CRM on their own server and starts an AI feature, the data needed for that specific action may be transferred to eWay-CRM hosting partners and then passed to the third-party AI service. This typically means, for example, the content of an email that the user wants to summarize or analyze.

eWay-CRM Desktop is a standard desktop program and can be uninstalled from the Control Panel in Microsoft Windows.

You can export data into Excel.

If you want, we can also send you the backup of your Microsoft SQL database (in BAK).

eWay-CRM Free comes with unlimited users and unlimited contacts.

You can save up to 200MB of emails and documents.

Yes, you can use the same eWay-CRM account for multiple email accounts. However, the automatic settings (e.g. automatically email saving or automatic sync of contacts) will work for the default email account only. Communication from other email accounts can be saved in eWay-CRM manually.

Yes, you can install eWay-CRM Free on multiple devices.

If you are interested in synchronization of contacts between eWay-CRM and Outlook, please make sure you will activate this feature on one PC only. If you activate the feature on more computers, you risk creating conflicts and duplicates. We will not hold any responsibility for such software behavior and will charge for all support requests.

The eWay‑CRM Trial includes all core features and is available for 14 days.

After the trial ends, your account is automatically downgraded to eWay‑CRM Free, which you can use with unlimited users and no time limit.

Your eWay-CRM will be deleted automatically after 3 months of inactivity. You don't need to take any actions.

If you want to expedite the process, feel free to reach out to us at [email protected].

Our Business Terms and Conditions are available at eWay-CRM License Agreement - Business Terms and Conditions.

Yes, this is indeed possible, although this path is not officially supported.

For more information, see the article: How can I downgrade from paid version to eWay-CRM free?

Yes. eWay-CRM licenses are managed by module. The available paid license levels are Lite, Standard, and Plus for modules such as Contacts and Companies, Sales, Projects, and Marketing. Contacts and Companies are mandatory. Additional module licenses cannot exceed the number of Contacts and Companies licenses. For example, Projects cannot hold both Lite and Standard at the same time, only one license level applies to that module.

Plans define the feature level, such as Free, Lite, Standard, or Plus. Modules define the area of work, such as Contacts and Companies, Sales, Projects, or Marketing. eWay-CRM shows available features by module and plan in the plan comparison table.

You can cancel through the Administration Center. Open Manage Subscriptions and select Close Account at the bottom of the page. After cancellation, eWay-CRM stays active until the end of the current subscription cycle. eWay-CRM does not offer refunds, but we can send a complete backup of the server database if requested by email.

Yes, you can migrate contacts and companies easily following this instruction. If you need to migrate other information (categories, notes, custom fields, emails, etc.), contact us at info [at] eway [dash] crm [dot] com for assistance.

To compare eWay-CRM and Business Contact Manager, check out this article.

Yes, we have apps for Android and iOS.

Yes, you can do it yourself in the Admin Center or contact us for more details.

Both software tools are designed to help companies manage customers, sales, and projects. Since eWay-CRM is designed as a CRM for teams/companies the functionality covers more areas – marketing, sales, projects, and CRM. It has also advanced administration settings where you can make your own fields, customize user permissions or set up a workflow.

Yes, you can use eWay-CRM API for integration with 3rd party software (e.g. accounting software) and websites (e.g. integration with online forms).

For more information, visit our developer portal.

Yes, you can integrate data from webforms into eWay-CRM. By using eWay-CRM's API, you can connect your webforms to automatically transfer data into your CRM system. This allows you to capture leads, contacts, and other information directly from your website and have it seamlessly integrated into eWay-CRM. For more information on how to integrate webforms with eWay-CRM, please visit our website at https://dev.eway-crm.com/ or reach out to our support team.

If you are using Contact Form 7 for WordPress, you can use our seamless integration plugin. Please visit https://www.eway-crm.com/integrations/wordpress-extension-for-contact-form-7/.

You can also use Zapier or #Make to integrate your website with eWay-CRM without coding.

eWay-CRM can save emails automatically based on selected conditions. With Microsoft 365 email saving, emails can be stored in sync with Microsoft 365, so Outlook does not need to be running. This option requires eWay-CRM to run in the eWay-CRM cloud. eWay-CRM can also save emails automatically with Outlook locally in eWay-CRM Desktop.

Microsoft 365 email saving works in sync with Microsoft 365 and does not require Outlook to be running. It works even during vacation and requires eWay-CRM to run in the eWay-CRM cloud. Local Outlook email saving is available for eWay-CRM Desktop and works with Outlook on the user’s computer.

You can add custom fields in the Administration Center. Open Fields, choose the module, click Add a Field, name the field, choose the field type, set the field details, and create the field. Custom fields apply to eWay-CRM Desktop and eWay-CRM Online.

Custom fields are the data fields you add or edit in eWay-CRM. Custom forms control how fields are displayed and organized on item cards. Form Designer lets administrators adjust layouts, add fields to forms, hide fields, and organize the form structure.

Administrators can manage users in the Administration Center. The user management section includes options such as adding users, assigning licenses, resetting passwords, adding users to groups, delegating agenda, checking effective permissions, deactivating users, and unlocking accounts. Permissions can be set for modules and fields through user groups.

You can check a user’s permissions in the Administration Center. Go to Users, select one user, and click Effective Permissions. You can check module permissions and field permissions, and see which group affects the selected user’s permissions.

For bulk edits in eWay-CRM Online, you can select multiple items in a list and apply a change to all selected editable items. In eWay-CRM Desktop, we recommend exporting data to Excel, editing the values there, and importing the file back into eWay-CRM.

The Projects module is used to manage contracts and projects. Tasks can be related to items such as projects, deals, companies, or contacts. Journals can be added to projects to record notes, phone calls, or activity history.

Yes, most AI features are available on both eWay-CRM Desktop and eWay-CRM Online. To find out more, check our detailed list of features.

AI features are included in selected plans of eWay-CRM 9. You can check the specific details of your plan to determine whether AI features are available.

eWay-CRM AI features use Microsoft Azure AI.

We make sure that processing takes place in the same region where the client’s data is hosted under the business terms and conditions. For clients in the European Union, this means the European Union. For clients in the United States, this means the USA.

If a client uses eWay-CRM on their own server and starts an AI feature, the data needed for that specific action may be transferred to eWay-CRM hosting partners and then passed to Microsoft Azure AI. This typically means, for example, the content of an email that the user wants to summarize or analyze.

Yes, if the AI makes an incorrect assessment, you can manually adjust or update the AI-generated information.

Yes, AI can be fully disabled through the eWay-CRM Admin Center, allowing you to control whether or not AI functionalities are active in your system.

Issues can be caused by multiple reasons including your Microsoft and Outlook settings.

The most frequent problems are as follows:

1. You can’t see the eWay-CRM ribbon in your Outlook. Solution is here.
2. A web browser window appears once you click on any Outlook module. Solution is here.
3. Your eWay-CRM ribbon is grey. In this case, please contact our support team at [email protected].

If you have any other troubles you can try to find a solution here or contact our support team for help.

Check out the instructions.

Yes, we offer training sessions for groups of users. Contact us for more details.

Absolutely! Let us know.

Contact support when you need help with product issues, installation, system behavior, configuration, or technical questions. Contact sales when you want to ask about pricing, demos, or buying/extending eWay-CRM. The contact page lists sales phone numbers and sales email, while the helpdesk page is used for submitting support tickets.