Questions and answers
Questions and answers
eWay-CRM is compatible with Microsoft Outlook 2003, 2007, 2010, 2013 and 2016 as well as Microsoft Windows XP, Vista, 7, 8, 8.1 and 10. That means that eWay-CRM is also compatible with Microsoft Office 365.
eWay-CRM is not compatible with Microsoft Outlook for Mac.
eWay-CRM is a Microsoft Outlook plug-in.
eWay-CRM has a server-client architecture type. 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 customer’s server (on-site/on-premises option) or on ours (on-demand option).
eWay-CRM synchronizes data between the local database (running on your PC) and the server database (running either on your own server or on a hosted server). In case of the hosted server, the connection between the local and the server database is protected by SSL certificate (https://). Also, we do provide a backup service for the server database.
In case of the on-demand option (subscription on monthly payment basis), the server database is always hosted by our side.
eWay-CRM is a standard desktop program and can be uninstalled from Control Panel in Microsoft Windows.
Both e-mails and contacts are copied to eWay-CRM database and the original items stay in your Outlook. If you decide to uninstall eWay-CRM, you don’t loose anything from Outlook.
Both software 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 an advanced administration settings where you can make your own fields, customize user permissions or set up a workflow.
eWay-CRM Basic is an old and unsupported version. We recommend switching to eWay-CRM Free. It is free as well but comes with plenty of eWay-CRM Premium features:
So we strongly recommend to switch to eWay-CRM Free. Here is a link how to do that https://www.eway-crm.com/gb/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).
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 journal related to contacts. The Android application is to be released in Q3 2016, iPhone application – in Q4 2016.
If you purchase the software, the data will be moved automatically.
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.
You can import data from Microsoft Excel into some eWay-CRM modules – Leads, Companies, Contacts and Goods.
If you need to enter any other data (Journals, E-mails, Projects, etc.), let us know. We will help you.
Issues can be caused by multiple reasons including your Microsoft and Outlook settings.
The most frequent problems as follows:
If you have any other troubles you can try to find a solution here or contact our support team for help.
Our Cloud server is well secured and running in one of the best server houses in the Czech Republic. The connection between you and the server is encrypted by SSL.
Only eWay-CRM management team and the server provider (Cloud4com) have access there. The conditions are available at https://www.eway-crm.com/gb/eula.
You are absolutely free to save any kind of sensitive information as far as it doesn’t violate 6.4 of our business terms.
Yes, it can. Your data will be synchronized automatically once you are back online.
Check out the https://kb.eway-crm.com/faq-1/tips/sending-log-by-e-mail instruction.
Yes, we you can do it yourself in the Administration Application or contact us for more details.
Yes, we offer training sessions for groups of users. Contact us for more details.