The Challenge: Too Many Tools, Too Little Visibility
As a fast-growing white-label digital marketing agency, Murphy Consulting was scaling quickly — but with that growth came operational chaos.
They were juggling multiple platforms to manage:
- Incoming leads from various sources
- Sales follow-ups and client onboarding
- Conversations across email, SMS, Facebook, and web chat
- Project tasks across dozens of client accounts
Each tool handled a piece of the puzzle — but none of them talked to each other. Leads fell through the cracks, response times lagged, and internal workflows were getting harder to manage at scale.
“We had a tool for email, a tool for texts, another for our pipeline... and it became a mess trying to keep track of who said what, when. It just wasn’t sustainable.”
-Pat Murphy, Founder
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