Outlook CRM Background

Install eWay-CRM Outlook on Another Computer (video included)

 

For those who prefer written guide

The eWay-CRM account can be used on multiple devices. This is very convenient if you want to have access to data at work, at home, and on the road from your laptop.

Another case is when you created an eWay-CRM account and need to install eWay-CRM on your colleagues’ computers.

In both cases, you need to use the installation file and credentials from our email.

  1. Open the email and download eWay-CRM from the installation file.
  2. Web Service Address

     
    Alternatively, you can download the right version of the software from the Administration Center under the Updates tab.

    Download Install File

  3. Launch the file. When the installation of files is complete, open Microsoft Outlook. Click Login.
  4. Login

     

  5. Use the email address that is related to your eWay-CRM account and log in with it. You will be asked to insert a verification code (only for users who don’t have a Microsoft account) and the password.
  6. Login Credentials

     

  7. Click Start in the Success window.
  8. Successful Login

The synchronization across computers and the database will begin.

If you have paid licenses and need to create new users from scratch, check out the instruction here.

Was it useful?

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