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If you are working on a deal or project with a team and you want to keep each team member informed when a new document, email or journal is created, eWay-CRM can send notifications to all users that are specified on the Deal or Projects cards under the Users (for deals) and Team (for projects) tab.


Users on Deal


Users on Project

  1. Go to the Administration Settings in the eWay-CRM ribbon.
  2. Administration Settings

  3. Select Global Settings > Category: Deals (or Category: Projects).
  4. Global Settings for Deals and Projects


  5. Find the following fields:
  6. Notification Settings


  7. Double-click on each row (or only a selected one) and mark the check box.
  8. Notification Settings


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

Do you have questions? Our consultants have answers.

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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