Managing Clients, Campaign Tasks, Teams, and Payroll for Marketing Agencies

GrowthOrbit Digital Marketing was handling multiple clients across SEO, paid ads, social media management, and content marketing. Each client had different deliverables, timelines, and reporting expectations. As the agency scaled, operations became increasingly fragmented.

Key operational challenges included:
• Client leads, active accounts, and renewals tracked across multiple tools
• Campaign tasks (SEO, ads, creatives, reports) managed informally via chats and spreadsheets
• No structured visibility into who was working on which client or campaign
• Attendance and productivity disconnected from actual campaign delivery
• Payroll, incentives, and reimbursements handled manually at month end
• Management struggling to get a real-time view of client workload and team utilization

This led to missed deadlines, inconsistent reporting, and high dependency on manual coordination.

Karyalay was implemented as a centralized ERP platform to manage the agency’s complete workflow. All client enquiries, active clients, and service categories were organized within the CRM, creating a single system for sales and account management.

Each client campaign—SEO, paid ads, content, or social media—was broken down into structured tasks and recurring activities with assigned owners and timelines. Employee management and GPS-based attendance provided accurate visibility into team availability and daily work patterns.

Payroll processing was aligned with verified attendance, while reimbursement workflows were introduced for client meetings and field visits. Documents such as proposals, reports, and internal approvals were centralized. Management dashboards delivered real-time insights into campaign status, team workload, and overall operational health.

📌 Centralized client and campaign management across all marketing services
🧑‍💻 Clear task ownership for SEO, ads, content, and reporting teams
⏱️ Improved campaign delivery timelines with structured task tracking
📍 Reliable attendance data linked to daily operations
💰 Accurate payroll and incentive processing without manual corrections
🚗 Controlled reimbursements for client meetings and travel
📊 Real-time management visibility into clients, teams, and workloads
🚀 Scalable agency operations without increasing coordination effort