Minimum Requirements, Cloud and Your Servers
eWay-CRM Desktop is compatible with Microsoft Outlook for Windows. It runs inside Outlook 365, 2021, 2019, 2016, 2013, 2010, 2007, and 2003. We require that Microsoft supports your Outlook. For more information about what Microsoft supports versions of Outlook, contact them directly.
eWay-CRM Online is compatible with Microsoft Outlook 365. It runs inside Outlook for Windows, Mac, web, or mobile.
If you create an account, you will get access to both add-ins.
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.
All with Outlook web, Mac, and mobile can run eWay-CRM Online which is the right choice for those who don't have Windows.
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:
- eWay-CRM Desktop (Outlook add-in)
- eWay-CRM Online (Outlook add-in)
- Mobile app (standalone app you get from AppStore or Google Play Store)
Your data is saved in our cloud or on your servers. 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 require a stable internet connection.
No, data can be hosted in the cloud.
Yes, if you use eWay-CRM Professional, Enteprise, or Premium, you can keep your data on your servers that meet our minimum requirements.
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: AUTOCONT a.s., Czech Republic, European Union (www.autocont.com).
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.
<a href="https://eway.cr/windows" target="_blank" rel="nofollow">eWay-CRM Desktop</a> 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).
Licensing and Editions
eWay-CRM comes with four main plans:
Before Sep 1, 2022, we only had two plans - Free and Premium. They are not provided anymore.
All plans come with the Contacts and Companies functionality and to the extent, you can activate other modules - Sales, Projects, and Marketing.
eWay-CRM Free comes with unlimited users and unlimited contacts.
You can save up to 200MB of emails and documents and send up to 1,000 marketing emails each month.
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.
Yes, you can install eWay-CRM Free on multiple devices for one user.
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 Trial version is for 14 days, but in some cases we can extend it if you need more time to make a decision.
I tried the free trial and decided that eWay-CRM was not the right fit. How do I go about deleting my account?
Your eWay-CRM will remain active until the end of the trial period and will then be automatically removed. You do not need to perform any specific actions to remove your account. If you want to expedite the process, feel free to reach out to us at [email protected].
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 info [at] eway [dash] crm [dot] com for assistance.
To compare eWay-CRM and Business Contact Manager, check out this article.
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 get help in our community.
For paying customers, our chat, and phone support is available:
- The United States - Between 8:00 AM and 5:00 PM CST
- Europe - Between 8:00 AM and 5:00 PM CET
Issues can be caused by multiple reasons including your Microsoft and Outlook settings.
The most frequent problems are as follows:
- You can’t see the eWay-CRM ribbon in your Outlook. Solution is here.
- A web browser window appears once you click on any Outlook module. Solution is here.
- 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.