Case study · Marketing agency · Hungary

Chiro Marketing — ClickUp based operation system

A custom ClickUp-based operation system that brought a fast-growing marketing agency's scattered CRM (sales), HR and project management into one place, for the team at chiro.hu.

Client

Chiro Marketing

Industry

Marketing agency

What we built

Custom ClickUp-based operation system

Service

ClickUp onboarding · Process automation · System integration

The challenge

When a company scales rapidly, its internal processes often struggle to keep pace. This is exactly where one of our partners, Chiro Marketing, found itself: the market kept evolving, but the digital clutter backstage kept growing right along with it.

"We weren't doing badly — everything was just scattered," summarized Noémi Matykó, CEO of Chiro Marketing.

The team was platform-hopping constantly: running sales in HubSpot, managing projects in Trello, and tracking time in Everhour. This fragmentation didn't just drain time — it carried real business risk, since a valuable lead or a critical task could easily slip through the cracks in a disjointed system.

The solution: a modular ClickUp rollout

After recognizing the problem, Chiro launched extensive market research and put together a detailed wishlist for their future system. We stepped in after a LinkedIn conversation — and we weren't looking to sell an off-the-shelf product, but to build a genuine partnership.

Instead of just ticking off feature lists, we ran a multi-round series of deep discussions to understand the company's DNA: how they work, what feels intuitive to them, and where the hidden efficiency bottlenecks were. After brainstorming together, the choice was clear: ClickUp, for its unmatched flexibility.

Sales pipeline & CRM

The most critical area was centralizing sales: we migrated and optimized the process running on HubSpot into ClickUp's customized environment, delivering an immediately more transparent pipeline.

HR & knowledge base

Next came automating HR processes (like onboarding) and building an internal, central knowledge base, making the team's know-how searchable and accessible to everyone — saving significant time on training.

Project management & integrations

Finally we migrated the projects managed in Trello, then integrated their existing time-tracking software, Everhour, through API connections and webhooks so the two systems communicated seamlessly.

Challenges and shared solutions

The human factor: rolling out a new system causes anxiety for any team, so alongside building it we supported the team through the transition with ongoing training.
Data security: migrating years of data out of Trello and HubSpot was one of the project's most critical points, so we verified the process on a smaller test migration before the live switch.
Cost & timeline: we planned the project transparently with a roughly three-month timeframe and a budget of 1.5–2 million HUF, then jointly prioritized new needs that came up along the way, like migrating the entire Trello database.

„Throughout the project we didn't get an external contractor, but a real partner. The Alias Innovations team treated every problem we raised as a mission to solve. Their solution-oriented attitude and careful, humble approach to the work made it possible for us to successfully roll out such a complex system.”
Noémi Matykó, CEO · Chiro Marketing

Are your processes scattered too?

Let's start where we did with Chiro Marketing: a thorough conversation about your day-to-day operations and the real efficiency bottlenecks.

Book a time →