After using Asana for projects, Harvest for time tracking, PandaDoc for agreements, Impress!ve Digital found Accelo and started managing all their client work in one place - eliminating the need for multiple systems.

Background

When Impress!ve was started in 2016, the notion was to break the “churn-and-burn” model of most agencies. Impress!ve aimed to be different - the goal was to change the standard agency approach of just reiterating weekly tasks to instead focus on providing quantifiable results.

The company has grown to a team of 50 employees with over 100 clients. With business booming, transparency and seamless communication became the highest priorities.

Challenge

Brett Gorlin, the Operations Manager at Impress!ve Digital, found that the company had a lot of tools in place that were meant to make operations run seamlessly, but in reality, it did the exact opposite. They were using Asana for a main project management tool, Xero for accounting, Harvest for time tracking, PandaDoc for agreements, G Suite for documents and Microsoft for presentations - just to name a few. 

Brett knew this needed to change to save time and cost, saying “I had to find a platform that would consolidate this information into a central data source,” Brett said. “This would greatly eliminate the potential for error.”

Solution

Impress!ve took the time to do their due diligence and research several different platforms to find the solution to meet their needs. To keep track of research, Brett put together a massive spreadsheet with each company’s key features, with detailed notes on the pros and cons of each. “I did a trial version of every project management and CRM-type of tool that I could find,” Brett recalls. “I must have looked at 20 before I chose Accelo.” 

Found through a Google search, Accelo instantly became intriguing and after signing up for a trial, it was clear that Accelo was the right solution.

By the end of the day, I realized Accelo was so far ahead of any other option I had on my list. Rather than running the other seven bits of software that we were running, I now had a solution that included everything — Sales, Retainers, Projects and Service. Accelo gave us the entire thing.
Brett Gorlin, Operations Manager

Results

After implementing Accelo, Brett noticed immediate changes. Once all of the information was consolidated into one platform, there was an increase in accuracy and more transparency between departments.

Another benefit was around cost. Overall, Impressive Digital saved 30% on licensing fees compared to the previous six different platforms that were working independently with the burden of attempting to integrate these disparate systems.

Looking back, Brett is confident that he made the right decision by implementing Accelo, and that’s reinforced on a daily basis.

Find the same confidence — explore a platform that transforms how you manage client work.