Case Study: Symmetric Design streamlines project management with Bonsai

Why Symmetric Design agency switched from ClickUp to Bonsai to streamline project management

Symmetric Design, a 15-person digital web design agency based in Tulsa, Oklahoma, faced challenges with project management as their team grew. They were using a multi-tool setup, including ClickUp, but found the platforms were not designed for agencies. This lack of specialization required building custom workflows and made it difficult for the team to find key information, prompting a search for a new solution.

The agency implemented Bonsai, a project management platform designed for creative agencies. The solution centralized their client lifecycle from CRM to billing, improving team alignment and onboarding. As a result, Symmetric Design streamlined operations, consolidated their tool stack by replacing four separate services (ClickUp, Pandadoc, Google Forms, and Calendly), and secured their confidential information with built-in roles and permissions.

Symmetric Design

Johnny Digges

Owner