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Case study
Design agency website and CRM
Website and CRM rebuild for a design agency in the United States that had outgrown spreadsheets and disconnected paid tools.
Client visuals are often confidential, so some case studies use illustrative imagery.
Scope
- Website redesign aligned to positioning and lead quality
- Custom CRM for inquiry handling and pipeline management
- Migration away from spreadsheets and scattered third-party tools
- Admin workflows, reporting, and team handover
- Performance, launch, and post-launch support
Challenge
The agency was relying on Excel and several other systems at the same time, which made follow-up slower, reporting less reliable, and operations more expensive than they needed to be.
Approach
- Built the public website and internal CRM as parts of the same business workflow instead of treating them as separate projects.
- Centralized lead capture, handoff, and follow-up so the team could work in one place instead of juggling spreadsheets and subscriptions.
- Focused the CRM on practical day-to-day usage, clear status visibility, and less manual duplication.
- Designed the rollout so the agency could switch systems without losing visibility into ongoing work.
Next step
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