A CRM for Digital Marketing

Learn how Seer Interactive saves1.6 hrs per person per week with

Meet Seer Interactive

Behind every search is a real person looking for real answers. Seer Interactive helps its customers be the best answer for those people. As a performance-based digital marketing agency since 2002, Seer focuses on Paid Media, SEO, Analytics, Creative, & CRO Services. Leveraging audience research and big data, Seer goes well beyond clicks and conversions to help its customers understand and create frictionless experiences for their customers.

Seer is made up of team members who believe wholeheartedly in data-driven decision-making, including Project Management Lead, Christina Avino, who has been at Seer for the last five years.

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The challenge

Seer needed a scalable Work OS that supported integration across divisions.

“Every account was managed in Google Sheets and other tools,” says Christina.

There needed to be a better way to manage accounts and make project management much more transparent across the whole company.

Christina Avin – Project Management Lead

“We wanted to make it easier for leadership to understand where things were at with any client projects, that would give them the ability to make data-driven decisions even faster,” Christina Avino .


The solution

Standardizing project planning to hit the ground running

“The first thing I did on was create a template for managing accounts. Now, we have one consistent template across all of our accounts, that every single account team uses across all divisions. It has completely transformed our planning process and collaboration within the team,” says Christina.


Onboarding new clients with ease

The team also uses the Pipedrive integration with the Work OS, which sets up a smooth transition and hand-off from the business development team to the account team for onboarding.

“We have a general template that the Business Development team now uses when they meet with the account team. We built out a RACI model in to outline the steps that go into onboarding a new client,” says Christina.



Getting work done on time, every time

The account team also wanted a better way to track how long some project deliverables would take to complete, accounting for the final edits and approvals that occur before the deliverables are handed over to the client.

“Once we had our project plans in, we added all the due dates, starting with the client due date and then worked our way backward to the first round of internal reviews so all key project milestones and expectations were set and enshrined online for all to see and follow right through to completion.”

Now we’re able to see all of those due dates in between the first draft and the final piece in one place,” says Christina.

This, again, provides our leadership with the ability to see project status at any time.

Allocating client work based on capacity

Christina configured the Workload view for staffing team members on projects and forecasting the need for new hires.

“We use Workload to help allocate work to the team assigned to the account. We put in the team’s deliverables and the estimated hours to forecast resourcing and bandwidth,” says Christina.


monday One: A WorkOS for the whole agency

“Once we started using for project planning, very quickly different teams started to leverage the platform for literally everything we do. So now, not only does every department run all of its operations from, our leadership team has their own workspace on the Work OS with their customized agendas. They also have complete visibility into everything they want to see at a glance in one dashboard,” says Christina.