Outlook CRM Background
  1. Go to Microsoft AppSource, where you can install eWay-CRM add-in. There, click Get it now.
  2. Get the add-in

  3. Confirm your details by clicking Get it now.
  4. Confirmation

     

  5. After successful installation click Open in Outlook Web.
  6. Open Outlook on web

     

  7. Select one of the emails in your inbox and click three dots in the right top part of the email body.
  8. Click the tree dots

     

  9. In the menu, go to eWay-CRM and then Preview Panel.
  10. Preview panel

     

  11. You will see the eWay-CRM add-in panel where you click Login.
  12. Login

     

  13. Log in by the email address you used to create the eWay-CRM account.
  14. Log to your account

     

  15. If the login is successful and you have data in your eWay-CRM related to the selected email (e.g. email address is related to a contact), you will instantly see everything about the item.
  16. eWay-CRM add-in

     

  17. You can pin the panel to the page by clicking the pin icon, so when you click on another email, you will immediately see information about the item.
  18. Pin the add-in

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.

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