three people sitting in front of a table laughing together

Agency

A CRM to manage client projects, from brief to invoice

33 Degrees Agency

Communication agency

Airtable

Brand

Fillout

16%

conversion rate of sent proposals

22%

of client repeat purchases on tracked and completed missions

38%

average delay between the end of the mission and invoicing

Agency

A CRM to manage client projects, from brief to invoice

33 Degrees Agency

Communication agency

Airtable

Brand

Fillout

16%

conversion rate of sent proposals

22%

of client repeat purchases on tracked and completed missions

38%

average delay between the end of the mission and invoicing

Context, Objectives & Solution

The 33 Degrés agency supports clients in digital communication and marketing with a team of around twenty people.

Project tracking that is too manual to maintain a reliable overview

Too much information scattered across incoming requests, client projects, approvals, and billing.

Setting up simple statuses to track the actual progress of each client mission.

Customer follow-up that is too dependent on internal communication, with a risk of oversights or delays.

Mission objectives

Centralize the tracking of client projects in a single management space.

Clarify statuses, responsibilities, and next actions at each step.

Better connect project tracking, client experience, and billing.

What we have concretely put in place

Create a clear project pipeline in Airtable

Creation of a unique project pipeline: brief, scoping, production, validation, delivery, invoicing.

Setting up simple statuses to track the actual progress of each client mission.

Creation of views by priority, assignee, client, and project stage.

Improve client follow-up during the project

Centralization of key information: client, brief, deliverables, deadlines, approvals, and next steps.

Implementation of clearer tracking to anticipate blockages, reminders, and client validations.

Connection between end of mission, client validation, and billing actions.

Impact & Result

The agency now has a clearer system for managing its client projects: centralized information, up-to-date statuses, visible responsibilities, and better-tracked invoicing. The CRM helps the team deliver better and encourage repeat purchases.

After 4 months

16%

conversion rate of sent proposals

22%

of client repeat purchases on tracked and completed missions

38%

average delay between the end of the mission and invoicing

Before, we had a lot of information scattered all over the place, and it took quite a bit of energy to know where each project stood. Today, it's much clearer—we can see what is progressing, what is blocked, who needs to do what, and we don't have to chase after information as much.