Case Study for an IT Company

The client needed a more complex task management system, organizing tasks in sprints (project stages), and invoicing.

Thanks to Companybaker, everything is in one place as they had long wished. Project management is now much easier and more efficient, automation has saved the client a lot of time, and reduced the amount of routine work and typos. Synchronization meetings with colleagues have decreased, yet team productivity has increased. Integrating AI into the process allowed for a new form of client acquisition and greater automation of processes than ever before.

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Key Features

  • Company management, project management, sales management, capacity planning and human resources management, invoicing.
  • Implementation of customer accounts with work logging and meeting scheduling capabilities.

  • Automation using integration with Google Ads and the ability to download selected data directly into the system.
  • Planning topics for content and communication campaigns (SEO, PPC, social media).
  • Assistance with keyword analysis (KWA).
  • Advanced assistance with KWA - cluster removal.
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AI Functions, Automation:

  • Email handling directly within the system, with the ability to pre-generate email text.
  • AI assistants for pre-generating text for certain text fields within the system.
  • Internal task assignment using artificial intelligence to list steps.
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  • Article production on planned topics (pre-prepared text).
  • Automatic trigger emails for adverse campaign developments (e.g., declining click-through or impression trends).
  • Notification emails for adverse SEO developments (e.g., increasing number of non-indexed pages or declining trend in click-throughs or impressions), with the option to offer an online meeting with a sales representative.

orange_question.png   For which type of companies does Companybaker offer the greatest benefit?

  • Software creators,
  • marketing agencies,
  • architectural studios,
  • service-oriented companies (consulting firms, subsidy agencies),
  • custom manufacturing and more.

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