Case Study: iLocal Gurus boosts efficiency and automates workflows with Pipeline (PipelineDeals)

iLocal Gurus Takes Full Advantage of PipelineDeals’ Offerings

iLocal Gurus, an Orange County digital marketing agency that helps small and medium businesses with SEO, social media, email campaigns and website design, needed a CRM to streamline communication and boost team efficiency across multiple channels. With varied services and custom client packages, they wanted a single system to organize information, coordinate handoffs and improve follow-up.

After upgrading to PipelineDeals’ advanced features, they implemented automations, trackable email, custom fields and centralized data storage—using triggers to notify teams when projects start, tracking opens to refine outreach, and pulling audit reports for easier updates. The result was faster, more consistent workflows, better follow-up and customer rapport, and a more organized, efficient team.

iLocal Gurus

Chirece Noonan

Customer Service Manager