Outlook CRM Background

Tutorial for

  1. Received Email
  2. Sent Email

Received Email

This function is great in the morning when you want to look over your emails and plan activity on them.

  1. Select one or more emails in Microsoft Outlook.
  2. Selected Emails


  3. In the eWay-CRM ribbon, click Today, Tomorrow or Custom.
  4. Today, Tomorrow, Custom


  5. Email is automatically converted to task and related to the task. Email can be found in the task window.

  7. In the Tasks module, you can get back to task and fill in details if you need to.
  8. Tasks in Tasks List

Sent Email

  1. When you are sending emails, there is new field in the email save dialog called Follow Up.
  2. Follow Up While Saving Email


  3. Select date when you want to remind the email.
  4. Follow Up While Saving Email


  5. Click OK button.

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