Case Study: H/Advisors Abernathy achieves centralized contact management and stronger compliance with eWay-CRM

A eWay-CRM Case Study

Preview of the Abernathy MacGregor Case Study

Abernathy MacGregor unifies contacts across 5 offices in 4 days with eWay-CRM

Abernathy MacGregor, a strategic communications consultancy, faced the challenge of organizing its customer data across 60+ employees in five US offices. The company needed a contact management tool to replace its inefficient use of Outlook Public Folders, ensure GDPR compliance for its European client data, and create a unified system adaptable to its specific workflows. After testing over 20 options, they selected eWay-CRM for its full integration with Outlook.

eWay-CRM provided a flexible solution that was customized in-house with minimal support from the vendor. The implementation resulted in a centralized contact database with controlled user permissions, eliminating duplicates and accidental deletions. The solution included a modified contacts module and an integrated bulk email feature. eWay-CRM is now used on every desktop and mobile device across all branches, providing absolute control over data and simplifying compliance with international regulations.


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