Case Study: Tegrita achieves scalable, profitable growth with Accelo

Tegrita doubles in size in 4 years with Accelo

Tegrita, a marketing technology consulting firm, faced significant challenges due to its disjointed tech stack, which included JIRA, FreshBooks, and an underutilized CRM. This lack of integration led to inefficient double time logging, poor company-wide visibility, and unpredictable revenue from one-off projects. The company's Chief Revenue Officer sought a unified solution to gain real-time data and automate processes to support scaling without expanding the operations team, turning to the vendor Accelo for its platform.

Accelo provided a unified solution that integrated CRM, task management, and automated reporting. The implementation of Accelo's platform, featuring its Activity Stream and SOW templates, gave Tegrita complete visibility and control over its operations and client work. The results were transformative: the company doubled in size without adding operations staff, and 60% of its revenue now comes from clients on committed quarterly retainers, providing reliable and predictable growth.

Tegrita