Outlook CRM Background

Tag/Categorize Emails Saved in eWay-CRM

To Quickly Recognize Emails Already Saved in eWay-CRM.

Applies to
Microsoft Outlook does not support categories for IMAP accounts.

eWay-CRM can automatically assign an Outlook category to all emails saved in eWay-CRM. A color tag will help you easily distinguish them in your mailbox.

Categorized Emails

  1. First, we need to create a category in eWay-CRM. Open Administration Settings > Groups and click New in the top left corner. Fill in the Group Name and check Used for Categorization in Outlook. To find out more about creating categories, have a look here.
  2. Used for Categorization in Outlook


  3. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.
  4. Synchronization


  5. Click on eWay-CRM Settings in the main ribbon.
  6. eWay-CRM Settings


  7. Under the tab Emails, check Automatically Categorize Saved Emails and select the category.
  8. Select Category for Automatic Categorization of Emails


  9. Now, all new emails saved to eWay-CRM will automatically get the category that is also a color tag.
  10. Categorized Emails

Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


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