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Running an agency with 6 different tools slowly drove us insane

For the longest time our agency stack looked like this:

• Slack for communication

• Trello for tasks

• Notion for documentation

• Google Drive for files

• Email for clients

• And a bunch of random spreadsheets for tracking things

At first it felt “normal”. Everyone around us was doing the same.

But as the agency grew, things started to break in weird ways.

A client would ask about the progress of a task and the answer would be somewhere between Slack, Trello, and someone’s memory.

A designer would finish something but the client wouldn’t see it because the link was buried in a Slack thread.

Sometimes tasks were completed but the client still thought nothing had been done because they had no visibility.

The real problem wasn’t the tools themselves.

It was the fragmentation.

Every tool created another place where information could live, and over time the system became impossible to follow.

At some point we tried to “fix it” by adding even more tools.

Bad idea.

More tools = more fragmentation.

So we stepped back and asked ourselves a simple question:

What if everything lived in one system?

Not just tasks.

But the entire agency workflow:

• Projects

• Tasks

• Client communication

• Deliverables

• Files

• Updates

• Internal notes

All in one place where both the agency team and the client could clearly see what was happening.

So we started building our own internal system.

At first it was just for us.

But after a few months a friend who runs another agency tried it and said something interesting:

“This is the first time my clients actually understand what’s going on inside projects.”

That made us realize the real value wasn’t just productivity.

It was clarity between agencies and clients.

Most project management tools are built for internal teams.

But agencies are different.

You’re constantly working between two worlds:

Your team

And your clients.

If anyone here runs an agency, I’m curious:

How many tools are currently in your stack?

And what’s the most annoying part about managing projects between your team and clients?

If people are interested I can also share some of the workflow systems we built internally that made things much easier for us.

submitted by /u/Ayoub_Douib to r/CRM
[link] [comments]

Running an agency with 6 different tools slowly drove us insane

For the longest time our agency stack looked like this:

• Slack for communication

• Trello for tasks

• Notion for documentation

• Google Drive for files

• Email for clients

• And a bunch of random spreadsheets for tracking things

At first it felt “normal”. Everyone around us was doing the same.

But as the agency grew, things started to break in weird ways.

A client would ask about the progress of a task and the answer would be somewhere between Slack, Trello, and someone’s memory.

A designer would finish something but the client wouldn’t see it because the link was buried in a Slack thread.

Sometimes tasks were completed but the client still thought nothing had been done because they had no visibility.

The real problem wasn’t the tools themselves.

It was the fragmentation.

Every tool created another place where information could live, and over time the system became impossible to follow.

At some point we tried to “fix it” by adding even more tools.

Bad idea.

More tools = more fragmentation.

So we stepped back and asked ourselves a simple question:

What if everything lived in one system?

Not just tasks.

But the entire agency workflow:

• Projects

• Tasks

• Client communication

• Deliverables

• Files

• Updates

• Internal notes

All in one place where both the agency team and the client could clearly see what was happening.

So we started building our own internal system.

At first it was just for us.

But after a few months a friend who runs another agency tried it and said something interesting:

“This is the first time my clients actually understand what’s going on inside projects.”

That made us realize the real value wasn’t just productivity.

It was clarity between agencies and clients.

Most project management tools are built for internal teams.

But agencies are different.

You’re constantly working between two worlds:

Your team

And your clients.

If anyone here runs an agency, I’m curious:

How many tools are currently in your stack?

And what’s the most annoying part about managing projects between your team and clients?

If people are interested I can also share some of the workflow systems we built internally that made things much easier for us.

submitted by /u/Ayoub_Douib
[link] [comments]

What running an agency taught me about project management

I run a small agency and for years project management was honestly one of the most frustrating parts of the business.

Not because the work was hard — but because everything around the work was messy.

At one point our workflow looked something like this:

• Tasks in Trello
• Files in Google Drive
• Client feedback in email
• Quick questions on WhatsApp
• Internal discussions on Slack
• Deadlines in a spreadsheet

On paper it seemed organized.

In reality it created a lot of small problems that kept repeating.

For example:

A client would send feedback on email, but the task was in Trello. Someone would forget to update the task and suddenly the team was working on an outdated version.

Or during weekly meetings we had to jump between multiple tools just to understand where projects actually stood.

Another big issue was context switching.

When you're managing several projects at once, constantly moving between tools breaks your focus more than people realize.

A task isn’t just a task. It usually involves files, conversations, deadlines, approvals and updates.

When those things live in different places, the workflow becomes fragile.

Over time I noticed a few patterns that consistently slow down teams:

  1. Too many tools doing small pieces of the workflow.
  2. Client communication happening outside the project workspace.
  3. Files, tasks and discussions not being connected.
  4. No simple overview of project timelines when multiple projects are active.

None of these problems are huge on their own, but combined they create constant friction.

Eventually I started experimenting with a different approach: keeping everything related to a project in the same place.

Tasks, files, updates, discussions and timelines all connected to the project itself.

The goal wasn’t to build something “complex” — it was actually the opposite: remove unnecessary switching between tools.

So I built a simple internal workspace for our agency to manage projects that way.

We've been using it internally for a while now and it made project coordination much smoother.

Less switching tools, fewer missed updates, clearer timelines.

I'm still curious how other agency owners handle this.

Do you prefer using multiple specialized tools, or keeping everything inside one workspace?

submitted by /u/Ayoub_Douib to r/CRM
[link] [comments]

What running an agency taught me about project management

I run a small agency and for years project management was honestly one of the most frustrating parts of the business.

Not because the work was hard — but because everything around the work was messy.

At one point our workflow looked something like this:

• Tasks in Trello
• Files in Google Drive
• Client feedback in email
• Quick questions on WhatsApp
• Internal discussions on Slack
• Deadlines in a spreadsheet

On paper it seemed organized.

In reality it created a lot of small problems that kept repeating.

For example:

A client would send feedback on email, but the task was in Trello. Someone would forget to update the task and suddenly the team was working on an outdated version.

Or during weekly meetings we had to jump between multiple tools just to understand where projects actually stood.

Another big issue was context switching.

When you're managing several projects at once, constantly moving between tools breaks your focus more than people realize.

A task isn’t just a task. It usually involves files, conversations, deadlines, approvals and updates.

When those things live in different places, the workflow becomes fragile.

Over time I noticed a few patterns that consistently slow down teams:

  1. Too many tools doing small pieces of the workflow.
  2. Client communication happening outside the project workspace.
  3. Files, tasks and discussions not being connected.
  4. No simple overview of project timelines when multiple projects are active.

None of these problems are huge on their own, but combined they create constant friction.

Eventually I started experimenting with a different approach: keeping everything related to a project in the same place.

Tasks, files, updates, discussions and timelines all connected to the project itself.

The goal wasn’t to build something “complex” — it was actually the opposite: remove unnecessary switching between tools.

So I built a simple internal workspace for our agency to manage projects that way.

We've been using it internally for a while now and it made project coordination much smoother.

Less switching tools, fewer missed updates, clearer timelines.

I'm still curious how other agency owners handle this.

Do you prefer using multiple specialized tools, or keeping everything inside one workspace?

submitted by /u/Ayoub_Douib
[link] [comments]

My experience with project management tools

A year ago, I was looking for a tool that would allow me to manage multiple clients, keep communication inside each project, and give me a clear overview of tasks and timelines.

I tested several well-known project management tools like Monday, Teamwork, and Basecamp. Each of them has benefits, but also some limitations.

What I was really looking for was simplicity and productivity. So I ended up building my own tool.

It’s an all-in-one project management tool for agencies that combines project management and client communication in one place.

It includes:

  • Tasks and subtasks
  • Built-in chat
  • File management
  • Gantt chart
  • Time tracking

Realistically, my team’s productivity has completely changed. I realized that when you use a clear and simple tool without unnecessary features, you can achieve much more.

Note: I’m not trying to sell anything, and I didn’t include my website on purpose. I just wanted to share my experience. If anyone else has faced the same challenge, I’d genuinely love to hear what tools you’re using and what worked for you.

submitted by /u/Ayoub_Douib
[link] [comments]
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