Martech Startup — ClickUp CRM + Automations (partners of Uber Eats, L’Oréal, Netflix)

Data fragmentation across siloed tools forced the team to waste up to 20 hours per week on manual updates and copy-pasting, throttling client service and slowing product deployment.

The Challenge: Data Bottlenecks and Slow Deployment

This high-growth Martech startup—whose clientele includes industry giants like Uber Eats, L’Oréal, and Netflix—was facing a significant internal challenge that threatened to slow its innovation. As its sales and community teams grew, the process of onboarding new clients, routing internal data, and generating reports became a tangled mess.


The core problem was data fragmentation. Information lived in multiple siloed tools, forcing team members to spend up to 20 hours per week on tedious, error-prone tasks like:


  • Copy-pasting lead details from the intake form into the sales tracker.

  • Manually moving client data between project management and billing systems.

  • Compiling weekly performance reports by hand.


This administrative drag meant the team was focused on data entry instead of shipping high-value client work.

The Challenge: Data Bottlenecks and Slow Deployment

This high-growth Martech startup—whose clientele includes industry giants like Uber Eats, L’Oréal, and Netflix—was facing a significant internal challenge that threatened to slow its innovation. As its sales and community teams grew, the process of onboarding new clients, routing internal data, and generating reports became a tangled mess.


The core problem was data fragmentation. Information lived in multiple siloed tools, forcing team members to spend up to 20 hours per week on tedious, error-prone tasks like:


  • Copy-pasting lead details from the intake form into the sales tracker.

  • Manually moving client data between project management and billing systems.

  • Compiling weekly performance reports by hand.


This administrative drag meant the team was focused on data entry instead of shipping high-value client work.

The Challenge: Data Bottlenecks and Slow Deployment

This high-growth Martech startup—whose clientele includes industry giants like Uber Eats, L’Oréal, and Netflix—was facing a significant internal challenge that threatened to slow its innovation. As its sales and community teams grew, the process of onboarding new clients, routing internal data, and generating reports became a tangled mess.


The core problem was data fragmentation. Information lived in multiple siloed tools, forcing team members to spend up to 20 hours per week on tedious, error-prone tasks like:


  • Copy-pasting lead details from the intake form into the sales tracker.

  • Manually moving client data between project management and billing systems.

  • Compiling weekly performance reports by hand.


This administrative drag meant the team was focused on data entry instead of shipping high-value client work.

01

Administrative Drag from Data Fragmentation

Information was siloed across multiple tools, forcing team members to waste up to 20 hours per week on tedious, error-prone tasks like manually copy-pasting client details and compiling reports.

02

Slowed Product Deployment

The administrative burden meant the team was constantly preoccupied with data entry and manual internal processes instead of focusing on their primary role of shipping high-value client work and accelerating product development.

The Solution: A Unified ClickUp CRM with Hyper-Automations

We designed and implemented a unified operational backbone for the startup, centered on ClickUp as the primary CRM for both sales and community management.


To eliminate the manual work, we then "wired" this CRM to the rest of their tech stack using powerful low-code automation tools like n8n and Zapier. These automations created a seamless, hands-off data flow:


  1. Automated Intake & Routing: New leads or community inquiries are now automatically captured, categorized, and assigned to the correct team member instantly.

  2. Cross-Tool Data Sync: All relevant client data is synchronized across the entire workflow—from initial contact to project management—without a single manual copy-paste.

  3. Real-Time Reporting: Essential business metrics are automatically aggregated and compiled into clean dashboards, providing leadership with instant visibility.


The solution allows the team to finally ship without having to stop and manage the underlying data.

The Results: Productivity Multiplied

01

Time Reclaimed

The immediate elimination of manual data movement saved the team approximately ~20 hours every single week, freeing up staff to focus entirely on customer success and product deployment.

02

Administrative Efficiency

We achieved a ~50% reduction in manual updates required for reporting and client management tasks, drastically improving data accuracy.

03

Increased Output

By clearing the internal bottlenecks and streamlining the workflow, the team’s overall productivity jumped significantly, resulting in 1.3 times more tasks shipped per week.

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