Questions and Answers
Questions and Answers
eWay-CRM is compatible with Microsoft Outlook 2003, 2007, 2010, 2013 and 2016.
eWay-CRM is compatible with Microsoft Windows XP, Vista, 7, 8, 8.1 and 10.
Yes, as long as you have the Microsoft Outlook program installed on your computer. eWay-CRM does not run inside Microsoft Outlook Web Access.
eWay-CRM runs inside Microsoft Office for Windows only. You can also use eWay-CRM Web Access as a standalone web app, which you can take a look at here. Alternatively, you can run Microsoft Windows on your Mac with Boot Camp, VMware, Parallels Desktop, etc.
eWay-CRM is a Microsoft Outlook plug-in.
eWay-CRM has a client-server architecture. The client side of eWay-CRM is an add-in for Microsoft Outlook for Windows and uses a local Microsoft SQL Server database. The server side is basically a server database – Microsoft SQL Server as well. The server component can run on a customer’s server (on-site/on-premises option) or on ours (on-demand option).
No, data can be hosted in the Cloud.
Yes, if you use eWay-CRM Premium, you can keep your data on your own Windows Server.
Yes, you can.
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. We run incremental backup of data in our Cloud every other day and full backup every Sunday. Backups are stored for 2 weeks before deleting. The Cloud runs in one of the most advanced data servers in Europe and communication is encrypted through HTTPS. Nobody else but the people at eWay have access there.
eWay-CRM is a standard desktop program and can be uninstalled from the Control Panel in Microsoft Windows.
Both e-mails and contacts are copied to the eWay-CRM database and the original items stay in your Outlook. If you decide to uninstall eWay-CRM, you will not lose anything from Outlook.
eWay-CRM Basic is an outdated and unsupported version. We recommend switching to eWay-CRM Free. It is free as well but comes with plenty of eWay-CRM Premium features:
We strongly recommend switching to eWay-CRM Free. Learn how to do that here: https://www.eway-crm.com/how-to-upgrade-to-eway-crm-free.
The data will stay on your PC during the upgrade and you can also do a backup before the upgrade (see the link above).
eWay-CRM Free has a 200 MB storage limit. The number of records you can save depends on their file types. For example, 6000 contacts require about 20-30 MB, 1000 emails – 1GB. If you upload pictures and documents that would require more space. Once you reach the storage limit, you can either delete some data from eWay-CRM or purchase the paid version.
Yes, you can use the same eWay-CRM user account for multiple email accounts. However, the automatic settings (e.g. automatically tracking of emails for contacts) will work for the default email account only. Communication from other email accounts can be saved in eWay-CRM manually.
If you purchase the software, the data will be moved automatically.
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 [email protected] for assistance.
To compare eWay-CRM and Business Contact Manager, check out this article.
Yes, it can. Your data will be synchronized automatically once you are back online.
Yes, you can install eWay-CRM Free on multiple devices for one user.
If your mobile phone is synchronized with Microsoft Outlook, you can see all contact information, notes and journals related to contacts. The Android application is to be released in Q3 2016, iPhone application – in Q4 2016.
Yes, you can do it yourself in the Administration Application 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 3d party software (e.g. accounting software) and websites (e.g. integration with online forms).
For paying customers we offer support by phone, e-mail and a ticketing system from 6.00 AM till 4.00 PM EST, Monday-Friday including US Holidays. For eWay-CRM Free users, we offer support by e-mail.
Issues can be caused by multiple reasons including your Microsoft and Outlook settings.
The most frequent problems are as follows:
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.