Our Products and Services

eWay-CRM®

Option 1 – Monthly Subscription

1. The customer is entitled to the license for eWay-CRM® for a selected number of users based on the subscription period.
2. The customer is entitled to the following services:
   1. License to the eWay-CRM® for the selected module, plan, and number of users.
   2. The default setting of workflow and permissions.
   3. System support, as defined below.
   4. Hosting of the server component.
   5. Access to our mobile application for each licensed user.
3. Updating settings and other tasks are the responsibility of the customer or can be implemented by our staff according to the current price list.

Option 2 – Lifetime License

1. eWay-CRM® is delivered upon the one-time licensing fee.
2. The customer purchases a license for the selected module, plan, and number of users.
3. Within the eWay-CRM® license, the customer is entitled to the following services:
   1. License for eWay-CRM® for a selected number of users.
   2. The default setting of workflow and permissions.
   3. Remote installation of eWay-CRM® on the client-server (must meet our minimum server requirements). Installation of client components is made by the customer.
   4. Access to our mobile application for each licensed user.
4. Updating settings and other tasks are managed by the customer, delivered within the dedicated system support time, or charged according to the current price list.

Additional Services

System Support

1. The System Support includes:
   1. Updates and upgrades that are issued in the prepaid support period.
   2. Free bug-fixes.
   3. eWay-CRM® Mobile license for every eWay-CRM® license purchased / subscribed at full price.
2. Other professional services (help with setting up, implementation, data imports, etc), will be charged additionally based on the current price list. In the case of Lifetime Licenses, the System Support (which is an additional 15% annual fee, based on the number of licenses), also includes a discounted hourly rate of the professional services.

Implementation

1. The implementation entails setting up the eWay-CRM® according to the individual customer needs.
2. The implementation includes the following:
   1. Online introductory session with the customer to specify the information needed for the customization. We usually cover the following information:
      1. User accounts.
      2. User groups.
      3. The user rights/access for the selected group of users.
      4. Workflows for leads, projects, and documents.
      5. Email notifications.
      6. Import of Word templates for quotations etc.
   2. Setting up the system according to the specification.
   3. Validation with customer.

Online Training

1. The training is delivered online via a shared screen (TeamViewer or join.me).
2. There are two types of online training offered for eWay-CRM®:
   1. The user training.
   2. The administrator training.

Data Import

1. Data import from a structured data source (SQL, Excel) into the eWay-CRM® database.
2. The service of the data import consists of, and may not be limited to, these steps:
   1. Review of the provided data.
   2. Data transfer.
   3. Verification of the data import by the client.

eWay-Cloud

1. The server component of the information system eWay-CRM® can be operated by a partner of eWay System.
2. Provided are the following services:
   1. Server hosting of eWay-CRM®.
   2. Microsoft SQL Server database with 10 GB data storage in case of eWay-CRM® Basic and Premium, 25 GB in case of eWay-CRM® Professional, and 50 GB in case of eWay-CRM® Enterprise.
   3. Regular backups at the end of each day (databases are backed up as far as two weeks).
   4. The company eWay System is responsible for maintaining the server’s functionality.