Case Study: SeoTuners streamlines project management and financials with PipelineDeals (Pipeline CRM)

SeoTuners Channels the Familiar with PipelineDeals

SeoTuners is an Agoura Hills–based digital marketing and SEO agency that had been managing contacts, projects and financials with Excel spreadsheets and Outlook. With a need for a more structured, centralized system—and a sales and marketing manager familiar with PipelineDeals—the company sought a CRM that could replace spreadsheets while remaining easy for staff to adopt.

They implemented PipelineDeals and customized it to mimic Excel views for simple onboarding, then expanded its use beyond sales: using the Deals tab for project management, employee pay coordination, purchase tracking, payment audits and task automation. The result was faster team adoption, a single centralized system for leads, projects and financials, and streamlined operations with less training overhead.

SeoTuners

Julian Espinosa

Sales and Marketing Manager