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Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

List of Workamajig CRM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Msi Communications Professional Services 10 $2M United States Workamajig Workamajig CRM CRM 2024 n/a In 2024, MSI Communications implemented Workamajig CRM to centralize agency data, collaboration, and project workflows in one place. MSI Communications is a 10-person professional services firm based in Anchorage, Alaska that adopted the Workamajig CRM application to unify client and contact tracking with project coordination as part of a growth-oriented effort. The Workamajig CRM deployment emphasized centralized client and contact management and the vendor's sales and CRM capabilities alongside project workflow and collaboration functionality. Configuration centered on shared contact records, opportunity and sales pipeline tracking, and project shells linked to client accounts, supplemented by task threads and document-sharing to reduce information silos. The implementation was proportioned for a small team and aligned with common cloud-hosted CRM patterns, including role-based access and centralized data records for agency staff. Operational coverage spans account management, project delivery, and sales activities across MSI's core team in Anchorage. Governance practices were adjusted to create a single source of truth for client and project information and to support coordinated handoffs between sales and project teams, and the firm reported improved team coordination and readiness for growth as an explicit outcome of adopting Workamajig CRM.
Red Letter Communications Professional Services 60 $9M United States Workamajig Workamajig CRM CRM 2023 n/a In 2023, Red Letter Communications implemented Workamajig CRM to centralize agency workflows and communications across projects and teams. Workamajig CRM was deployed as the firm’s CRM to consolidate client records, contact history, and project-related correspondence into a single application. The deployment emphasized contact management and communication tracking, capturing client communications, activity logs, and deliverable milestones to improve traceability of conversations and deliverables. Configuration efforts aligned client account records with project records and role-based permissions for cross-functional teams, and standard CRM workflow elements were used to automate activity capture and task assignments consistent with agency operations. Operational coverage spans account management, client services, and project teams, centralizing client-facing interactions within Workamajig CRM to reduce fragmented communication across projects and teams. Governance focused on standardizing record types and communication tagging to establish a single source of truth for client engagements, and the firm reports improved traceability of conversations and deliverables as an outcome.
Scorr Marketing Professional Services 55 $7M United States Workamajig Workamajig CRM CRM 2024 n/a In 2024 Scorr Marketing implemented Workamajig CRM to consolidate project, resourcing and client data across the agency. The deployment centralized leads and client records within a single CRM driven workflow to provide a consistent source of truth for account managers and creative teams. Workamajig CRM was configured to manage lead and client lifecycles and to surface resourcing and budget tracking information alongside project records. The implementation combined CRM capabilities with resource allocation, utilization tracking, forecasting and retainer management functions to give teams a consolidated view of staffing and financial commitments. Operational coverage focused on account management, creative production and finance functions, aligning scheduling, utilization goals and retainer forecasting within the CRM. The rollout delivered a bird's eye view of resourcing, helped creatives meet productivity goals with reported 100% utilization periods, and improved forecasting and retainer management under the Workamajig CRM CRM model.
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