Case Study: High-end Boutique Web Design Firm From Virginia achieves launch-ready, scalable CRM and project management with WORKetc

Why this high-end web design startup wanted an all-in-one CRM + Project Management system even before they launched

A high-end boutique web design firm in Virginia preparing to launch in three months needed a single system to manage clients, projects and support from day one. They offer website design and SEO (with plans to add reputation management) and wanted a scalable, customizable CRM with a client-facing portal to stay responsive as their client base grows.

They adopted WORK[etc], a cloud-based platform that centralizes contacts and activity histories, integrates with Gmail/Outlook, and supports flexible project structures (sub-projects, recurring tasks, budgets) plus a branded customer portal with permissioned access and support forms. The result is a more efficient, responsive workflow that covers the entire customer lifecycle and can scale as the firm grows, positioning them well for expansion.