How CreativeFolks streamlined their agency operations with Bonsai

CreativeFolks, a creative agency based in the UK, was facing a common challenge that many growing agencies encounter: managing multiple tools and platforms that didn't communicate with each other.

The challenge

Before implementing Bonsai, CreativeFolks was juggling multiple business platforms to manage their operations.

"Previously, we were juggling multiple tools, so it's been really useful to have everything in one place," explains the CreativeFolks team.

As a creative agency handling numerous clients and projects, they needed to track extensive amounts of data including:

• Client information and communications
• Time tracking across projects
• Task and project management
• Budget monitoring and profitability analysis

"As a creative agency, we have a lot of data we need to track, including client information, our time, tasks, and project budgets."

The fragmented system was creating inefficiencies and making it difficult to get a comprehensive view of their business performance.

The solution

"After trialling several business platforms over the years, Bonsai has been a great tool for streamlining our systems at CreativeFolks."

CreativeFolks chose Bonsai to consolidate their operations into a single, streamlined platform.

The results

Six months after implementation, CreativeFolks has seen significant improvements in their operational efficiency:

All-in-one platform

• CRM, project/task management, and time tracking integrated on one platform
• Eliminated the need to switch between multiple tools
• Centralised all critical business data in one location

Enhanced reporting & analytics

• Built-in reports providing insights on team utilisation
• Real-time budget tracking across all projects
• Clear profitability analysis to inform business decisions

Improved user experience

"The most intuitive design we've seen on the market," notes the CreativeFolks team about Bonsai's interface.

• Reduced learning curve and increased team adoption
• Streamlined workflows that save time daily

The impact

By consolidating their tools into Bonsai's comprehensive platform, CreativeFolks has successfully boosted their efficiency and gained better visibility into their business operations. The agency now has everything they need in one place, allowing them to focus more on what they do best: delivering exceptional creative work for their clients.

"If you need to boost your efficiency and get everything all in one place, we'd be happy to answer any questions about our experience," the team at CreativeFolks shares, highlighting their satisfaction with the platform.

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