Create a shared starting point
An overview introduces the workspace and gives administrators direct entry points into reports, clients and the control tower.
Agency operations CRM / Case study
GrowTech Advertising CRM
The work behind the work, brought into focus.
An internal agency workspace bringing client access, reporting entry points, planning and daily operating priorities into a connected interface.
Admin-only access · This is a portfolio walkthrough, not a public demo.
Open client admin application ↗Company-supplied administrative screenshot · Admin-only application, not a public demo.
01 / The context
The problem
behind the project.
Agency work spans clients, reporting and internal planning. The GrowTech Advertising CRM presents these areas through a shared workspace, with an overview designed to make the next operational step easier to find.
02 / The approach
Connect the work.
Keep the context.
A light, green-accented workspace that groups navigation, reporting and planning around a clear overview.
Connect daily operations
Planner, Teams, Docs and Dashboard destinations sit within a persistent navigation system.
Bring priorities forward
The command-center area brings daily planning, weekly priorities, time blocks and focus tools into the same operating context.
03 / Delivered work
A considered
operating workspace.
A unified administrative interface for moving between agency information and daily operating work.
- A custom agency CRM interface
- Client and report entry points
- Planning and team-workspace navigation
- An operating-focus overview
Inside the workspace
One system.
Several considered views.
Go deeper into the individual workflows. Each walkthrough uses a supplied screenshot and explains the interface without exposing the private application.
01 / Workflow story
Planning & time blocking
A planning workspace that puts priorities, available time and the weekly calendar into one conversation.
Explore this workflow ↗02 / Workflow storyTeams & collaboration
A team hub that connects the people in an agency with the areas where collaboration happens.
Explore this workflow ↗03 / Workflow storyKnowledge & SOP library
An interface for organising agency procedures and bringing knowledge discovery into the operating workspace.
Explore this workflow ↗04 / Evidence & outcomes
The result.
With the context intact.
A unified administrative interface for moving between agency information and daily operating work.
Connected navigation
The supplied admin screenshot shows Planner, AI, Teams, Docs and Dashboard destinations.
Operational entry points
New report, Clients, Control tower, Daily Plan and Focus Timer actions are visible in the provided overview.
Your business has its own story
Let’s work on
what comes next.
Tell us the challenge behind the business system you have in mind.