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Create Projects Manually

To Keep an Eye on All Your Running Jobs.

This feature is available in module Projects (Free).
  1. Click New on the eWay-CRM ribbon and select Project.
  2. Create New Project


  3. On the Project Card specify Name of the project, a short description of what you deliver (1) and, optionally, Customer and Contact Person (2), Estimated End Date (3) and Estimated Revenue (4).
  4. New Project

    If this is a new Customer and/or Contact person, you may want to create them manually. To create a new company or a contact, click the plus sign right next to the Customer/Contact Person field and a new card item will pop-up.

    Add Customer and Contact Person on Project


  5. You may want to select a type of the project.
  6. Select Project Type

Each of the types has it’s own workflow.

Project Workflow

To create you own types and workflows follow the instruction 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