Sign Up

Applies to

Note

If you want to register using your Microsoft 365 account, it must be a Microsoft Entra work or school account, not any other type. For more information, see this article: What’s the difference between a Microsoft account and a work or school account?

Go to eWay-CRM.com and start with creating your account. You can sign up either with your email address or Microsoft account. But do not forget: Your email address can be related to only one eWay-CRM account.

After confirming your sign-up method, insert some basic information about your company, optionally your name, if it was not retrieved from your Microsoft 365 account. The country indicated as the phone number prefix determines which currency and country will be used as the default in fields such as deals, documents, etc., in eWay-CRM. Then, click Next.

Create Account

Insert Credentials

CRM Experience

Progress

After successful registration, you will be transferred to the web interface where you can start using eWay-CRM features by importing your contacts and emails from Microsoft 365. Just click Connect Your Mailbox to login to your work Microsoft 365 account.
If you choose the option to Continue With Blank Database, eWay-CRM Online will open directly without any data, only basic information about your user account. However, it is possible to create items manually or import them later. And if you want to work with eWay-CRM in the classic Outlook, install eWay-CRM Desktop.

Connect mailbox

You can import contacts or emails from your Microsoft 365 account. just click Configure next to both options and set the import.

Import options

If you click Configure next to contacts, you can set data to import. You are logged into your Microsoft 365 account. Here, you can see how many contacts will be imported. If you have more folders of contacts in your Microsoft 365 account, you can add other folders. Now, you can decide, whether you want to automatically categorize contacts or automatically create companies that are filled on contacts in Outlook. If you are satisfied with your settings, click Save.

Configure contacts import

If you click Configure next to emails, you can set data to import. You need to select what emails will be imported and for how long time period. Longer the period, longer the import. If you are satisfied with your settings, click Save.

Configure emails import

If everything is set due to your needs, please click Start Import and Synchronization.

Start import

As soon as the import is finished, you will see success dialog. Now, you can fully work with eWay-CRM Online and all your imported data.

Start work with eWay-CRM Online