AgencyFlow CRM
CRM12 weeksDigital Marketing Agency

AgencyFlow CRM

Custom CRM system that unified client management, project tracking, and automated reporting for a 50-person agency.

01The Challenge

The agency was using 5 different tools to manage clients, projects, and reporting. Data was siloed, manual reporting took 20+ hours weekly, and client communication was fragmented.

02Our Solution

Built an all-in-one CRM with client portals, project management, automated invoicing, and custom report generation. Integrated with their existing tools (Slack, Google Workspace) and built a white-label client portal.

03The Results

Reporting time reduced by 85%
Client satisfaction up 40%
Consolidated 5 tools into 1
$50K annual software savings

Tech Stack

ReactNode.jsPostgreSQLSlack APIGoogle APIs

Project Details

Client
Digital Marketing Agency
Duration
12 weeks
Category
CRM

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