Outlook CRM Background
  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

     

  3. Click Billing History in the left menu.
  4. Billing History

     

  5. You can see the list of all your paid and unpaid invoices of eWay-CRM products. If you want to download or print an invoice, click View Invoice.
  6. View Invoice

     

  7. You will see the invoice and you can click Print. If you click it, you can save the invoice as a PDF file on your computer, or you can choose a printer and print it.
  8. Print Invoice

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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