White-Label Delivery
White-label CRM build and monthly SEO for a UK growth marketing agency
UK Growth Marketing Agency
Engineering for an agency's own clients: a Zoho One CRM built to the agency's specification against a fixed deadline, followed by monthly SEO across nine client websites.
At a glance
- Category
- White-Label Delivery
- Region
- United Kingdom
- Client
- Agency partner
- Services
- Full-Stack Engineering, Digital Marketing
- Duration
- Apr 2026 to present
- Engagement model
- White label: fixed-price CRM project, then monthly SEO
01
The challenge
The agency needed a CRM and back office for one of its own clients, a new business that supplies and installs home wellness products, with a fixed completion date.
After that, it needed a dependable team to run monthly SEO for nine of its client websites.
02
What we did
- Built the client's Zoho One setup (Zoho CRM, Zoho Books and Zoho Flow) to the agency's written specification.
- Set up a deals pipeline that runs from order form through deposit, supplier order and warehouse to install scheduling.
- Automated the deposit invoice with a payment link, and an install calendar that emails the customer a confirmation.
- Added sales and profitability reports and dashboards, with fixed product pricing that sales staff can discount.
- Took on monthly SEO for nine client websites, later adding ad management.
03
Outcome
- CRM delivered in two milestones, a working preview and then the fully completed and functional CRM, both accepted; rated 5.0 on Upwork.
- The SEO engagement continues: three monthly SEO milestones and one month of ad management accepted so far.
Stack
What we worked with
CRM and finance
Growth
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