Marketing Agency Connects 5 Tools in 12 Days with Custom AI Integration

Challenge

Catalyst Digital Group managed 50 active clients across a fragmented tool stack: HubSpot for CRM and email marketing, Google Analytics for performance data, Asana for project management, Slack for internal communication, and a custom React dashboard for client-facing reports. None of these systems shared data automatically. Account managers spent an average of 8 hours per week per client on manual reporting—exporting CSVs from Google Analytics, cross-referencing with HubSpot campaign data, updating Asana timelines, and assembling slides. There was no single source of truth for client performance. An account manager might quote one number from HubSpot and a different number from Analytics in the same meeting, because the data was pulled at different times and aggregated differently. Campaign performance data arrived 48-72 hours late because it depended on someone manually pulling the numbers. Clients noticed—and three accounts had churned in the previous quarter specifically citing "lack of real-time visibility" in their exit surveys. The agency had 8 account managers, each spending roughly a full day per week on reporting instead of strategy and client communication. At their billing rates, that represented over $320K in annual capacity lost to data assembly. The managing director had evaluated Databox and Supermetrics but found they solved the dashboard problem without fixing the underlying data fragmentation across operational tools.

Solution

Results

Implementation Timeline

Tools & Platforms