Login from Web Browser

eWay-CRM Online allows you to access your data from any computer or Mac that is online. You do not need to have eWay-CRM Desktop installed on your PC, you just need an internet connection. Your data are always synchronized with the server and even through eWay-CRM Online, you have displayed up-to-date data.

This article contains:

  1. Basic Requirements
  2. eWay-CRM Online Login
  3. Supported Modules
  4. Account Settings

Basic Requirements

  • Valid eWay-CRM
  • Stable internet connection
  • Username and password to eWay-CRM - see eWay-CRM Account Web Sign-Up
  • Web browser: Microsoft Internet Explorer 11 and higher, Microsoft Edge, Google Chrome, Opera, or Firefox.

eWay-CRM Online Login

Go to https://app.eway-crm.com/. Now, just insert your username and password. After successful login, you should see this similar interface:

For more information about the welcome page, go to Welcome Page. If you want to work with a list, go to List of Items Introduction.

Supported Modules

The table shows you, what modules are supported in eWay-CRM Online and you can create or edit items in them. Information in the table is described for the state when the user has no limit given by module permissions or the function is not limited, for example, by workflow action.

Module Create Edit
Deals Yes Yes
Projects Yes Yes
Companies Yes Yes
Contacts Yes Yes
Emails No Yes
Journal Yes Yes
Documents Yes Yes
Tasks Yes Yes
Time Sheets Yes Yes
Leaves Yes Yes
Bookkeeuping Ne No
Users No Yes

Account Settings

Your name and photo (or initials, if you don't have a photo set) are in the bottom-left corner of the sidebar. Click it to see these options:

  • Sign Out – log out from your eWay-CRM account
  • View Account – open detail with information about your user
  • My Settings – you can change eWay-CRM Online settings, see Settings
  • Admin Center – if you are an administrator, you can go to Administration Center
  • Add a New User – if you are an administrator, you can create a new user directly from here
  • the icons at the bottom of the menu let you download up-to-date eWay-CRM for different devices and platforms
  • Sign in with a different account – lets you sign in using a different account

For a detailed description of the Welcome page shown after login, see Welcome Page.