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Applies to
eWay-CRM Desktop, eWay-CRM Online and eWay-CRM Mobile (iOS and Android).
  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

     

  2. After confirming your sign-up method, insert some basic information about your company. Then, click Next.

    3. Create Account

     

  3. Fill in the data about your business.

    4. Insert Credentials

     

  4. And then data about you and your CRM experience.

    5. CRM Experience

     

  5. The account creating can take a minute while you see its progress.

    6. Progress

     

  6. 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 Microsoft 365 account.

    7. Connect mailbox

     

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

    8. Import options

     

  8. 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.

    9. Configure contacts import

     

  9. 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.

    10. Configure emails import

     

  10. If everything is set due to your needs, please click Import Data and Open eWay-CRM Online.

    11. Start import

     

  11. 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.

    12. Start work with eWay-CRM Online

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