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Improving Task Ownership and Client Reporting for Agencies

GrowthHive Digital Solutions
Improving Task Ownership and Client Reporting for Agencies

The Challenge

GrowthHive Digital Solutions was managing multiple clients across SEO, social media, and paid campaigns. While the team was actively working on deliverables, daily operations were largely managed through emails, spreadsheets, and chat tools. ๐Ÿ“ง๐Ÿ“Š

There was no centralized system to track task ownership, deadlines, or client-wise execution status. Managers often struggled to get a clear picture of what was completed, what was pending, and which team member was responsible. Client reporting required manual follow-ups and last-minute data collection, increasing the risk of delays and miscommunication.

The Solution

Karyalay was implemented to bring structure and accountability into the agencyโ€™s internal operations. Each client requirement was converted into clearly defined tasks with assigned owners and timelines. ๐Ÿงฉ

Task and work management modules enabled team members to update progress regularly, while attendance and activity tracking helped managers understand workload distribution without micromanagement. ๐Ÿ“ฑ

Client-wise dashboards and reports provided management with a real-time view of task completion, pending actions, and overall delivery healthโ€”making internal reviews and client updates more organized and reliable.

Modules Used

CRM Task & Work Management Team Attendance Client Activity Reports Management Dashboard

The Results

https://www.karyalay.in๐Ÿ“Œ Clear task ownership across all client projects
โฑ๏ธ Improved deadline adherence with structured task tracking
๐Ÿ“Š Client-wise execution visibility without manual follow-ups
๐Ÿ‘ฅ Better workload distribution across teams
๐Ÿค More professional client reporting and communication
๐Ÿš€ Scalable operations as the agency onboarded more clients

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