Outlook CRM Background

 

For those who prefer written guide

  1. Go to eWay-CRM web and start with creating your account. You can sign up by your email address, or if you already have a Microsoft account, you can use this to sign up to way-CRM. But do not forget: Your email address can be related to only one eWay-CRM account.
  2. Sign Up

     

  3. When you confirm your way of signing up, insert some basic information about your company. Then, click Next.
  4. Create Account

     

  5. Select the type of the edition: Free or Trial.
  6. Select Version

     

  7. Fill in the data about your business.
  8. Insert Credentials

     

  9. Add some other users that will use eWay-CRM in your company. Then, just create your account.
  10. Select Database Type

     

  11. In the success window, you can download eWay-CRM to your computer.
  12. Account Successfully Created

After installation and logging in, the eWay-CRM tab will appear in your Outlook ribbon.

eWay-CRM Ribbon

Learn how to get started here.

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