A custom CRM that runs the whole agency: clients, campaigns, projects and tickets, with every project's owner, progress and deadline on one live board.

Project type
Custom business CRM
Disciplines
Product / UX / Development / Automation

A growing agency had outgrown its tools. We designed and built USEO, a custom CRM that runs clients, campaigns, projects and tickets in one place.

Client
USEO
Industry
Digital marketing agency
Location
Dubai, UAE
Services

Highlights

  1. 01

    Client workspaces

    Every client's projects, campaigns, content and tickets in one place.

  2. 02

    Projects at a glance

    Owners, progress, status and due dates across the whole agency.

  3. 03

    Nothing slips

    Overdue work surfaces automatically, before a client has to ask.

Client work was spread across spreadsheets, chat threads and separate tools. Account managers lacked one view of what was due, who owned it and what needed attention.

We mapped how work moves through the agency, from onboarding to delivery and renewal, then designed a CRM around it: client workspaces, project boards, task ownership, overdue alerts and a dashboard for leadership.

The whole team works from one system, with every project's owner, progress and deadline visible at a glance.

What we
delivered.

  • 01Workflow mapping
  • 02UX and interface design
  • 03Custom CRM development
  • 04Automation
  • 05Team onboarding

Have a project
in mind?

Tell us what you're building. We'll make it happen.

Prefer email?hello@connectai.aeDubai, UAE
05What are you interested in?
06Project budgetOptional