Case Study: Internet Marketing Firm achieves efficiency and growth with WORK[etc]

All-in-one CRM + project management helps turn marketing mayhem into efficiency and growth

An internet marketing firm struggling with the constant churn and complexity of online campaigns needed a single platform to manage customers, projects, leads and billing without the chaos of multiple disconnected tools. The challenge was to centralize customer data, streamline account management and make lead tracking and reporting reliable enough to support rapid growth and frequent strategy changes.

They implemented WORK[etc], an all‑in‑one cloud CRM and project management solution that centralizes contact records and activity history, captures web leads, runs targeted email campaigns, hosts a customer portal, automates quotes/invoices and generates reports — all with integrations like Gmail and QuickBooks. The result was faster, more transparent account handling, automated reporting and accountability, improved team collaboration and efficiency, and the ability to plan longer-term initiatives (for example, a year of events) within the platform.