FAQ

eWay-CRM Desktop runs on Windows 11, 10, 8.1, 8, 8, 7, Vista, and XP.

We though require that Microsoft supports your Windows. For more information about what Microsoft supports versions of Windows, contact them directly.

Yes.

eWay-CRM Desktop runs inside the classic Outlook for Windows. As long as you install Outlook onto your computer, eWay-CRM Desktop will run perfectly.

eWay-CRM Online runs inside the new and classic Outlook for Windows, Outlook Online, Mac, and mobile.

eWay-CRM Online runs perfectly inside Outlook for Mac and Outlook Online (under the Microsoft 365 subscription).

If you need to work with eWay-CRM Desktop, you need Microsoft Windows. You can use Parallels Desktop, VMWare, or any other virtualization tool to run your Windows (and eWay-CRM) on Mac.

eWay-CRM consists of 2 add-ins and 1 standalone app:

1. eWay-CRM Desktop (Outlook add-in)
2. eWay-CRM Online (Outlook add-in)
3. Mobile app (standalone app you get from AppStore or Google Play Store)

Your data is saved in our cloud (default option) or on your servers (talk to our sales team to coordinate the installation).

They are automatically synchronized to all devices with eWay-CRM Desktop or Mobile apps. This way, your data are automatically backed up on everybody's PC and available offline.

eWay-CRM Online works online only and requires a stable internet connection.

No, data can be hosted in the cloud which is the default option.

Yes, if you use eWay-CRM Professional, Enterprise, or Premium, you can keep your data on your servers that meet our minimum requirements.

Kindly contact our sales team to coordinate the installation.

Yes, you can sign up for the eWay-CRM 14-day Trial to try out all the features. Please visit our signup page and create your account.

Your eWay-CRM will be automatically downgraded to the free edition after the trial period and you can freely use selected features for unlimited users.

eWay-CRM synchronizes data between the local database (running on your PC) and the server database running either on your own server or in our cloud. The cloud runs in the most advanced data centers in the US or Europe based on what is closer to your location.

• Cloud partner for the U.S.: OVH US LLC, located in Virginia, United States of America (us.ovhcloud.com).
• Cloud partner for Europe: AUTOCONT a.s., Czech Republic, European Union (www.autocont.com).

Yes. If you host your database in our cloud, the communication is encrypted through HTTPS. If you decide to run the server component on your servers, we can instruct your IT on how to set it up.

We run incremental backups of data in the cloud every other day and full backups every Sunday. Backups are stored for 2 weeks before deleting.

eWay-CRM AI runs on private servers that are disconnected from the internet. This ensures that your data stays within your control and is not shared or processed externally. Additionally, the AI technology prevents sharing knowledge across clients, ensuring that data from one client isn’t used to assist another.

eWay-CRM Desktop is a standard desktop program and can be uninstalled from the Control Panel in Microsoft Windows.

You can export data into Excel.

If you want, we can also send you the backup of your Microsoft SQL database (in BAK).

eWay-CRM comes with four main plans:

• Free
• Basic
• Professional
• Enterprise

All contain modules Contacts and Companies, Sales, Projects, and Marketing.

For a complete list of all features available in each plan/module, visit this full comparison table. For our pricing, visit this site.

eWay-CRM Free comes with unlimited users and unlimited contacts.

You can save up to 200MB of emails and documents and send up to 1,000 marketing emails each month.

Yes, you can use the same eWay-CRM account for multiple email accounts. However, the automatic settings (e.g. automatically email saving or automatic sync of contacts) will work for the default email account only. Communication from other email accounts can be saved in eWay-CRM manually.

Yes, you can install eWay-CRM Free on multiple devices.

If you are interested in synchronization of contacts between eWay-CRM and Outlook, please make sure you will activate this feature on one PC only. If you activate the feature on more computers, you risk creating conflicts and duplicates. We will not hold any responsibility for such software behavior and will charge for all support requests.

eWay-CRM Trial contains all features (except for the marketing module which comes in the free plan) and you can freely use it for 14 days.

After that, your account will be automatically downgraded to eWay-CRM Free. You can use it for unlimited users and unlimited time.

Your eWay-CRM will be deleted automatically after 6 months of inactivity. You don't need to take any actions.

If you want to expedite the process, feel free to reach out to us at [email protected].

Our Business Terms and Conditions are available at eWay-CRM License Agreement - Business Terms and Conditions.

If you purchase the software, the data will be moved automatically.

Yes, you can migrate contacts and companies easily following this instruction. If you need to migrate other information (categories, notes, custom fields, emails, etc.), contact us at info [at] eway [dash] crm [dot] com for assistance.

To compare eWay-CRM and Business Contact Manager, check out this article.

Yes, it can.

eWay-CRM Desktop and our Mobile app work offline and your data will be synchronized automatically once you are back online.

eWay-CRM Online works online only.

Yes, we have apps for Android and iOS.

Yes, you can do it yourself in the Admin Center or contact us for more details.

Both software tools are designed to help companies manage customers, sales, and projects. Since eWay-CRM is designed as a CRM for teams/companies the functionality covers more areas – marketing, sales, projects, and CRM. It has also advanced administration settings where you can make your own fields, customize user permissions or set up a workflow.

Yes, you can use eWay-CRM API for integration with 3rd party software (e.g. accounting software) and websites (e.g. integration with online forms).

For more information, visit our developer portal.

Yes, you can integrate data from webforms into eWay-CRM. By using eWay-CRM's API, you can connect your webforms to automatically transfer data into your CRM system. This allows you to capture leads, contacts, and other information directly from your website and have it seamlessly integrated into eWay-CRM. For more information on how to integrate webforms with eWay-CRM, please visit our website at https://dev.eway-crm.com/ or reach out to our support team.

If you are using Contact Form 7 for WordPress, you can use our seamless integration plugin. Please visit https://www.eway-crm.com/integrations/wordpress-extension-for-contact-form-7/.

You can also use Zapier or #Make to integrate your website with eWay-CRM without coding.

AI in eWay-CRM improves managing contacts, emails, and tasks. It can fill in contact information from email signatures, detect the tone of emails, generate brief summaries, or suggest tasks that may arise from emails.

Yes, most AI features are available on both eWay-CRM Desktop and eWay-CRM Online. To find out more, check our detailed list of features.

AI features are included in selected plans of eWay-CRM 9. You can check the specific details of your plan to determine whether AI features are available.

eWay-CRM AI runs on private servers that are disconnected from the internet. This ensures that your data stays within your control and is not shared or processed externally. Additionally, the AI technology prevents sharing knowledge across clients, ensuring that data from one client isn’t used to assist another.

Yes, if the AI makes an incorrect assessment, you can manually adjust or update the AI-generated information.

Yes, AI can be fully disabled through the eWay-CRM Admin Center, allowing you to control whether or not AI functionalities are active in your system.

We have many online resources, including tutorials, videos, eBooks, and complete documentation. For a complete list, please visit our Resource page.

You can also get help in our community.

For paying customers, our chat and email support is available:

• The United States - Between 8:00 AM and 5:00 PM CST
• Europe - Between 8:00 AM and 5:00 PM CET

Issues can be caused by multiple reasons including your Microsoft and Outlook settings.

The most frequent problems are as follows:

1. You can’t see the eWay-CRM ribbon in your Outlook. Solution is here.
2. A web browser window appears once you click on any Outlook module. Solution is here.
3. Your eWay-CRM ribbon is grey. In this case, please contact our support team at [email protected].

If you have any other troubles you can try to find a solution here or contact our support team for help.

Check out the instructions.

Yes, we offer training sessions for groups of users. Contact us for more details.

Absolutely! Let us know.