Outlook CRM Background

FAQ

Questions and Answers

Minimum Requirements, Cloud and Your Servers

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

We though require that your Windows is supported by Microsoft. For more information about what versions of Windows are supported by Microsoft, contact them directly.

Yes. Our primary product is an add-in that runs inside Outlook for Windows. As long as your Outlook is installed on your computer, eWay-CRM will run perfectly.

We also introduced eWay-CRM for Office 365 which is a great extension for all with Outlook web, Mac, or mobile.

All with Outlook web, Mac, and mobile can run eWay-CRM for Office 365 which is a great client for those who don't have Windows.

If you need to work with our primary product, 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 4 main tools:

  1. Add-in for Outlook for Windows
  2. Add-in for Office 365
  3. Web app
  4. Mobile app

Your data is saved in our cloud or on your servers. They are automatically synchronized to all devices with the Add-in for Outlook for Windows or Mobile apps. This way, your data are automatically backed up on everybody's PC and available offline.

Add-in for Office 365 and Web app work 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.

 

Security

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.

eWay-CRM 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:

  • Free
  • Basic
  • Professional
  • Enterprise

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.

For a complete list of all features available in each plan/module, visit this full comparison table. For our pricing, visit this site.

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.

 

Migration

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.

 

Functionality

Yes, it can. Add-in for Outlook for Windows and our Mobile app work offline and your data will be synchronized automatically once you are back online.

The add-in for Office 365 and the web app work online only.

Yes, we have apps for Android and iOS.

Starting from Sep 1, 2022, they are included in new plans of eWay-CRM Free, Basic, Professional, and Enterprise.

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.

 

Support

We have many online resources, including tutorials, videos, eBooks, and complete documentation. For a complete list, please visit our Resource page.

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:

  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.

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

Do you have questions? Our consultants have answers!

Just send us an email and we are happy to get back to you.
You can also book our consultant. We will make a demo just for you.

Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table