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Change Payment Method

Applies to
eWay-CRM Desktop and eWay-CRM Online.
  1. Click Administration Center on the eWay-CRM ribbon in Outlook. Alternatively, when you are using eWay-CRM Online, click the eWay-CRM icon in the email body and click Admin Center.

    2. Admin Center

    Administration Center

     

  2. Select Billing Details from the side navigation panel.

    3. Purchase in Administration Settings

     

  3. Enter the new payment card details by selecting Add New in the Payment Methods section.

    4. Add New Payment Method

     

  4. Finally, check and confirm your new payment card details by selecting Add.

    5. Select Payment Method

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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