Real-World Case Studies and Customer Success Stories with Eway CRM

Hager Group used eWay-CRM to manage strategic projects and sales activities. They replaced Excel, Outlook reminders, and handwritten notes with... one CRM system. The team customized eWay-CRM to fit their workflow, merging deals and projects into a single module. Implementation took about two months, with training and ongoing adjustments. Now, Hager Group tracks long-term and complex projects more efficiently, improving organization and saving time.
Show More..

eWay-CRM helped H/Advisors Abernathy organize contacts for 60+ employees across 5 offices. The company needed a CRM that integrated with... Outlook and supported GDPR compliance. Implementation took just 4 man-days, with minimal support required. Staff found the interface intuitive and training simple. Now, all contacts are centralized, permissions are controlled, and bulk email features support targeted mailings.
Show More..

MBK Consulting used eWay-CRM to automate and simplify business processes. Before, they relied on Microsoft Access and Excel, which caused... data sharing and tracking issues. With eWay-CRM, they moved marketing and contact management into one system, making email campaigns and GDPR compliance easier. Project tracking improved, and certificates for training participants are now generated automatically. The biggest benefit is saving time and reducing manual work for the team.
Show More..

eWay-CRM helped GRANTEX organize long-term grant projects. Before, GRANTEX used Excel, which made teamwork and tracking deadlines hard. With eWay-CRM,... they automated project workflows and improved team collaboration. The Outlook integration let staff work in a familiar environment. GRANTEX now tracks deadlines, manages tasks, and plans resources better. After three years, no one wants to go back to Excel.
Show More..

David Bell's law firm in Kansas City needed a better way to manage cases and tasks. Outlook alone was not... enough for team collaboration. They chose eWay-CRM to integrate with Outlook and create a secure, shared database. The team now tracks cases, tasks, and communications in one place. Custom fields and shared calendars help them work together in and out of court. Email tracking and auto-tagging save time and keep client records organized.
Show More..

Castell Project used eWay-CRM to manage rapid growth in its leadership programs for women in hospitality. The team replaced Excel... with eWay-CRM to organize hundreds of contacts, panelists, and universities. eWay-CRM’s integration with Microsoft Outlook made it easy for staff to manage events, track communications, and send professional emails. Custom fields and categories helped Castell sort panelists by job function, alma mater, and ethnicity. The solution saved time and fit the non-profit’s budget, supporting seamless project and contact management.
Show More..

POYNTING used eWay-CRM to connect teams across South Africa, Europe, and the USA. The company needed to manage sales, marketing,... and projects while improving collaboration. eWay-CRM integrated with Microsoft Outlook, making it easy for staff to adopt. The CRM helped POYNTING automate information sharing, track campaigns, and manage complex projects. This reduced admin work and let teams focus on closing deals.
Show More..

SONET used eWay-CRM to organize business opportunities and improve internal communication. The company needed a CRM that integrated with Outlook... and allowed easy sharing of customer data. eWay-CRM was customized to fit SONET’s workflow, automating project management and sales processes. Employees now share information efficiently and reduce human errors. The sales team can focus more on new business opportunities, helping SONET grow faster after Covid restrictions ended.
Show More..

Esonic manages over 400 brewery automation projects each year. Their old CRM could not keep up with their growth and... complex sales model. eWay-CRM gave Esonic custom workflows for sales and project management. The system speeds up quoting and reduces errors with document templates. Real-time reporting helps leaders track team performance and cash flow. Esonic now has clear oversight of sales, projects, and finances in one place.
Show More..