Streamlined CRM Solution for Real-Time Project Tracking and Operations Management in a Marketing Agency

Project Description:
Local Leap is a marketing agency focused on SEO and Web Design. They needed a system to centralize and streamline their business operation. So, Technext developed a fully customized CRM solution that enables the company to manage customer data, employee information, and project workflow in a single system. The system nicely handles real-time project tracking, task management with status updates, and comment threads for collaboration.

It provides a dynamic dashboard that lets the company monitor yearly growth and performance insights. Overall, a modern, efficient tool that improves productivity and ensures complete visibility over ongoing work.

Outcome:

• Manual, fragmented workflows were replaced with a single automated CRM that centralizes operations and reduces day-to-day overhead.
• Project status and task progress became instantly visible through real-time tracking, allowing teams and managers to stay aligned at all times.
• Collaboration improved significantly as team members could communicate, comment, and update tasks directly within the system.
• Leadership gained clearer insight into performance and growth through a dynamic dashboard supported by yearly analytics and reporting.
• The final solution delivers a modern, scalable foundation designed to support long-term operational growth and evolving business needs.