Outlook CRM Background

Upgrade eWay-CRM

Learn how to upgrade eWay-CRM to stay with the latest news.

Since eWay-CRM consists of server and client component it is required that both are upgraded, but this process is very simple.

Step 1: Upgrade the Server / Cloud

  1. Click Administration Center on the eWay-CRM ribbon.

    Administration Center

  2. Click Updates in the left menu.

    Updates in Administration Center


  4. There will be a new update waiting for you. You can read the list of new features. If you like them, just click Install.

    Update eWay-CRM Web Service

  5. The Server component update will begin. eWay-CRM will automatically back up the data. The update process may take couple of minutes, depending on how big is the server database. In the end, you will receive a “Success Message.”

Step 2: Update the eWay-CRM Outlook Add-in

The eWay-CRM Outlook Add-In has to be updated on all PCs.

  1. Right click on eWay-CRM icon in your system tray area and choose Update to the Latest Version.

    Update eWay-CRM Client


  3. All Microsoft Office programs need to be closed so that eWay-CRM can be updated properly.

  5. In the end, after successful update, Microsoft Outlook will be opened.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.

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