Outlook CRM Background

Tutorial for

  1. eWay-CRM for Windows Outlook
  2. eWay-CRM for Microsoft 365
  3. eWay-CRM Mobile

eWay-CRM for Windows Outlook

You need to sign up to get access to eWay-CRM for Windows Outlook. The tutorial for signing up is in this article: Sign Up.

  1. When the sign up is complete, click Get it from Microsoft or open Microsoft Store and search eWay-CRM.
  2. Tip
    If you prefer installing eWay-CRM from an installation file, download it from here. Open the installer and install eWay-CRM.

    Get it from Microsoft

     

  3. Click Install.
  4. Install

     

  5. You will be informed about the installation progress.
  6.  

  7. As soon as the installation is completed, you will be notified that eWay-CRM is Installed. Now, just open Microsoft Outlook.
  8.  

  9. In Outlook, you will be prompted to log into your eWay-CRM account.
  10. Login

     

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

Learn how to get started here.

eWay-CRM for Microsoft 365

If you already have an eWay-CRM account, download eWay-CRM for Microsoft 365. If you don’t have an account, you can sign up here. The tutorial for signing up is in this article: Sign Up.

  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 with 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

eWay-CRM Mobile

If you already have an eWay-CRM account, download eWay-CRM Mobile for iOS or eWay-CRM Mobile for Android. If you don’t have an account, you can sign up here. The tutorial for signing up is in this article: Sign Up.

  1. Go to the Google Play Store (for Android) or to the App Store (for iOS).
  2. AppStore and Play Store

     

  3. Search for “eway-crm”.
  4. Search eWay-CRM Mobile

     

  5. Install eWay-CRM Mobile.
  6. Install eWay-CRM Mobile

     

  7. Now, the application is installed on your phone.
  8. eWay-CRM Mobile Icon

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