Company name: Symmetric Design
Industry: Web Design and SEO
Headquarters: Tulsa, Oklahoma
Size: 10 - 50
Symmetric Design is a full-service digital web design agency. We spoke with their founder, Johnny Digges, about why they switched from ClickUp to Bonsai to keep their team aligned on tasks and projects across clients.
As Symmetric Design started to grow their team and getting more projects, they needed to centralize information to work more effectively. So they started to search for the right tool.
Johnny walked us through their experience.
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Both Monday and ClickUp have a lot of features they needed but they aren’t designed for agencies. As a result, they spent hours building custom workflows. As work got busier and the team bigger, it became harder for everyone to find key information.
As Johnny said, “we could tell pretty quickly we needed to find another solution”
Johnny told us he tried at least ten different solutions before landing on Bonsai — from Asana, to Copper. Bonsai hit the right balance between ability to set up clients and projects the right away and ease of use.
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While Monday and ClickUp are built for any business, Bonsai is designed exactly for agencies like Symmetric Design. The client lifecycle is organized from onboarding in the CRM, to tracking tasks and time in projects, to billing.
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From the sales team to project managers, everyone knows which stage the project is in. As their team grows, roles and permissions make it easy to onboard everyone on the team without compromising confidential information.
Thanks to the built-in Scheduling, Contracts, Forms and Invoicing, Symmetric Design also started to cancel subscriptions to services like Pandadoc, Google Forms and Calendly.
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