Case Study: UK Print and Digital Design Firm achieves centralized CRM, project management and budget tracking with WORKetc

Don’t settle for a cobbled-together CRM system. Do what this design firm did instead

This UK print and digital design firm — a small team that creates websites, logos and print — was preparing to grow but relied on a homemade CRM, separate quoting/accounting tools and spreadsheets. That cobbled-together setup made client, project and budget visibility manual and unwieldy, so the company sought an integrated system to centralize CRM, project management and budgeting and give everyone a clear view of work in progress.

They adopted WORK[etc], consolidating client activity, emails, quotes-to-invoice workflows and two-way accounting integrations while using the projects dashboard for budgeting, timesheets, expenses and retainer work. The result: real-time project and financial visibility, tighter budget control, fewer manual processes and a more efficient, scalable platform to support expansion.