Case Study: Tegrita doubles in size with Accelo

Marketing Consultancy Doubles in Size in 4 Years

Tegrita, a Toronto-based marketing technology consulting firm, was struggling with a disjointed tech stack, poor visibility into work and revenue, and an unpredictable one-off project model that made scaling difficult. Before Accelo, the team relied on JIRA, FreshBooks, spreadsheets, and an underused CRM, and they lacked a unified way to manage clients, tasks, and capacity.

Tegrita implemented Accelo as an all-in-one CRM, task management, and client management platform, using its Activity Stream, automation, reporting, and forecasting tools to streamline operations and improve visibility. With Accelo, the company more than doubled in size while keeping the same number of operations staff, and by 2022, 90% of clients were on committed hours and 60% of revenue came from clients committed to four consecutive quarters.

Tegrita

Rolly Keenan

Chief Revenue Officer