Back to Case Studies
Marketing Agencies•Brightline Agency
Brightline Agency connected sales to delivery in one pipeline
+35%
Project margin
-50%
Handover errors
8h
Saved per week
The Challenge
New business lived in the CRM but delivery ran in project tools that didn’t sync. Scope creep and missed deadlines were common.
The Solution
CRM and Projects were linked so winning a proposal auto-creates a project with budget, tasks, and client contacts attached.
The Results
Handover mistakes halved, margins improved, and account managers spend less time chasing status updates.
Modules Used
CRMProjectsSocial Media
"When a deal closes, the project exists automatically. No more things falling through the cracks."
James Okonkwo
Operations Director
Ready to take control?
Book a demo with our team. We'll walk you through the platform and show you exactly how it can work for your business.