Customers

Fintech/Financial Services

How Craze is using Rocketlane to improve work efficiency and client engagement

Region

US

Industry

Fintech/Financial Services

Use case

Customer Visibility, Project Management, Reporting

Results

3000+

weekly marketing assets organized within task contexts

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Before
  • Lack of separate workspaces in Monday.com, risking exposure of internal activities to clients
  • Clients faced poor visibility into campaign status with Monday.com and Asana
  • Difficulty organising 3000+ weekly marketing assets, leading to access issues
After
  • Private and Shared Spaces in Rocketlane protected internal tasks from client view
  • All 3000+ marketing assets organized within task contexts, ensuring easy access
  • Boosted client engagement through full visibility into marketing campaigns and automated reminders

About Craze

Craze is a full-stack marketing agency based in New York, USA that helps startups with marketing strategies and day-to-day marketing efforts.

Craze needed a solution that could:

•  Provide a dedicated space for internal team to keep projects organized away from clients

•  Give internal team and clients appropriate visibility into marketing efforts

•  Help stay organized when working with clients on marketing projects

The Challenge

Prior to Rocketlane, Craze used Monday.com for client-facing marketing projects. The platform lacked dedicated spaces separating internal and client-facing activities, creating risk of exposing confidential information to clients.

Clients struggled to see marketing campaign status—which items were completed, pending, or assigned. Asset organization was challenging; managing 3000+ weekly marketing assets with tools like Monday.com and Asana proved difficult. Email notifications from these tools were excessive and largely ineffective.

The Solution

Rocketlane's Private and Shared Spaces allowed Craze to separate internal and client-facing activities easily. The branded Customer Portal ("Craze Hub") offered clients complete visibility into ongoing tasks and marketing campaign phases.

Rocketlane helped organize marketing assets within task contexts for easy access. Automated status updates and timely reminders improved client engagement.

The Impact

•  Private and Shared Spaces in Rocketlane protected internal tasks from client view

•  All 3000+ marketing assets organized within task contexts, ensuring easy access

•  Boosted client engagement through full visibility into marketing campaigns and automated reminders

"We wouldn't be able to operate as an agency if it wasn't for Rocketlane. It's an amazing tool and it's significantly increased our work efficiency." — Craze

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