J&C Marketing Agency

J&C Marketing Agency faced challenges in managing multiple aspects of their operations, including project management, resource tracking, creative asset proofing, and client relationship management. They needed a unified solution to streamline these processes and improve efficiency across the agency.

We implemented Monday.com Work OS and CRM to centralise and optimise J&C's operations.

• Work OS Use Case: J&C now manages projects, resources, and employee hours more effectively with the use of integrated tools like Tracket for time tracking. Creative asset proofing is streamlined with PageProof, ensuring smoother collaboration and approval processes.
• CRM Use Case: The CRM tracks client relationships and allows J&C to manage their rewards programs more efficiently, providing better oversight and organization.
• Integrations: Streamtime was integrated via Zapier, automating the flow of quote details into Monday.com as an interim step towards a finance use case with a Xero integration.

This comprehensive solution delivers improved project management, creative asset proofing, and client management, empowering J&C to operate more efficiently and effectively.