Outlook CRM Background
  1. 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.
  2. Sign Up

     

  3. After confirming your sign-up method, 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. After successful registration, you will be transferred to the web interface where you can start using eWay-CRM features by importing your contacts from Microsoft 365.
  10. Account Successfully Created

     

  11. Once you finish (or skip) the previous step, you will select what eWay-CRM you want to install.
  12. Select eWay-CRM

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