Outlook CRM Background
  1. Click Administration Center on the eWay-CRM ribbon.
  2. Administration Center

  3. Click Users in the left menu.
  4. Users in Administration Center

     

  5. Click Add a User.
  6. New Item in Administration Center

     

  7. Fill in all the details (First Name, Last Name, Email, User Name, Password – you can generate some strong automatically) and add a license to user so he or she can use eWay-CRM. Each active user needs valid license
  8. Empty User Card

  9. Click Next and specify the group(s). Based on the group(s) user gets permissions. Here, you can find out more about the predefined permissions.
  10. User Groups

  11. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.
  12. Synchronization

Learn more in the article Users or check out a video.

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