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Create Deals Manually

To Build an Excellent Database of All Your Business Deals.

This feature is available in module Sales (Free).

You may want to create a deal manually during a phone call or during a meeting with a customer. Here’s how:

  1. Click New on the eWay-CRM ribbon and select Deal.
  2. Create New Deal


  3. Fill in basic and contact information.

If there is no such a company or contact in eWay-CRM yet, you can either create them or add them as text.

To create a new company or contact, click the plus sign right next to Customer/Contact Person field and a new card item will pop-up.

Add Customer or Contact Person

To create company or contact as text, click the small arrow right next to Customer/Contact Person field and you will see the list of items in your database. Insert company name or contact person name to the search field and click the Add as Text button. If you convert the deal later on, a new company and contact will be created, too.

Add Contact as Text

Please also note that there are different types of deals available. You can create your own types and workflows in the Administration settings. Learn more here.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.

Choose from the following modules


Contacts & Companies

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



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



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


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