Questions and Answers
Minimum Requirements, Cloud and Your Servers
What Outlook is supported?
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.
What Windows is supported?
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.
Do you support Office 365?
eWay-CRM Desktop runs inside Outlook for Windows. As long as you install Outlook onto your computer, eWay-CRM will run perfectly.
eWay-CRM Online runs inside Outlook for Windows, web, Mac, or mobile.
Do you support Mac?
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.
How exactly eWay-CRM works? Is it an online or offline app?
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.
Do I need a server to use eWay-CRM?
No, data can be hosted in the cloud.
Can I host data on my server?
Yes, if you use eWay-CRM Professional, Enteprise, or Premium, you can keep your data on your servers that meet our minimum requirements.
Where is my data located?
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).
Is the communication between the server and the client encrypted?
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.
How often do you backup my data in your Cloud?
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.
How can I uninstall eWay-CRM Desktop?
<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.
If we cancel our subscription, how do we obtain the data from you?
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
What plans are available?
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.
For a complete list of all features available in each plan/module, visit this full comparison table. For our pricing, visit this site.
What limits are in the Free plan?
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.
Can I use multiple email accounts by one eWay-CRM user?
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.
Can I use the same account for eWay-CRM Free on my second computer?
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.
What happens to my data if I switch from Free to Basic, Professional, or Enterprise?
If you purchase the software, the data will be moved automatically.
Can I import data from Business Contact Manager (BCM)?
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.
Can eWay-CRM work offline?
Yes, it can.
eWay-CRM Desktop and our Mobile app work offline and your data will be synchronized automatically once you are back online.
eWay-CRM Online works online only.
Can eWay-CRM work on mobile devices?
Can I customize eWay-CRM (change workflows, add fields, etc.)?
Yes, you can do it yourself in the Admin Center or contact us for more details.
What is the difference between eWay-CRM and Microsoft BCM (Business Contact Manager)?
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.
Do you have API?
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.
What are your support hours?
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
What to do if the installation (or upgrade) is unsuccessful?
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.
How to send logs to support?
Check out the instructions.
Will you train me?
Yes, we offer training sessions for groups of users. Contact us for more details.
Can you help me with the implementation?
Absolutely! Let us know.
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.