More time on strategy. Less time on status updates.
Marketing agencies and creative teams use axa·nexa to build workflow infrastructure that keeps campaigns on track, clients in the loop, and teams out of their inboxes.
Workflow experts for the world’s best creative teams.
From boutique creative shops to large integrated agencies, we understand the workflow dynamics of client services—kickoffs, revisions, approvals, deliverables, and billing. We build monday.com environments that match the rhythm of agency work.
Marketing and creative agencies rely on integrations between their project management, financial, and CRM systems. We connect monday.com to NetSuite, HubSpot, Tracket, and other platforms—giving you live revenue recognition, accurate resource management, and seamless time tracking.
Agency growth means more clients, more projects, and more complexity. We build monday.com environments designed to scale—with templated project structures, automated kickoffs, and dashboards that give leadership visibility across the entire portfolio.
From brief to invoice, without the chaos.
Marketing and creative agencies run on deadlines, client relationships, and deliverable quality. We help you build the workflow infrastructure to protect all three.
Project & Campaign Management
Manage creative briefs, campaign timelines, deliverables, and approvals in a centralized workflow - with automated client notifications and clear owner accountability.
Resource Management & Time Tracking
Track team capacity, allocate resources across projects, and capture billable time with Tracket integration - giving finance and operations the data they need for accurate reporting.
Client Reporting & Portfolio Visibility
Build client-facing dashboards and internal portfolio views that give account teams and leadership real-time visibility into campaign performance and delivery status.
Financial Workflow & Revenue Recognition
Connect monday.com to NetSuite or other financial systems via Make.com to automate project revenue recognition, profitability tracking, and invoice workflows.
Green House Agency uses axa·nexa to unify project management, time tracking & NetSuite integration.
Green House Agency, a brand growth agency known for connecting sales and marketing through quantifiable creativity, engaged axa·nexa to build a unified workflow connecting monday.com, Tracket, and NetSuite—enabling real-time resource management, automated time tracking, and accurate profitability reporting across 50+ projects.
20 hours per week saved in administrative and reporting tasks
23,000+ hours per month tracked across 50+ projects
320+ employees connected in a live resource management environment
Green House Agency was managing projects, time, and financials across disconnected platforms, creating manual reconciliation overhead and limiting their ability to accurately report profitability. They needed a unified system that could connect their project delivery, time tracking, and financial reporting without requiring manual data transfers.
Axa·nexa evaluated monday.com, Tracket, and NetSuite together, confirming the integration pathway, then built seamless connections that automatically flowed project data and time entries into NetSuite for profitability reporting. The result was a live, connected workflow environment that eliminated manual work and gave leadership accurate, real-time financial and resource data.
Collective Measures uses axa·nexa for CRM, PMO & accounting workflow integration.
Collective Measures, a data-driven performance marketing agency, engaged axa·nexa for a comprehensive multi-phase engagement covering CRM implementation, PMO workflow build, and accounting integration—creating a fully connected operational platform.
Three-phase engagement: CRM + PMO + accounting
Full agency workflow stack connected in monday.com
Ongoing admin and support relationship maintained
Collective Measures needed their sales pipeline, project delivery, and financial operations to work together—with data flowing between their CRM, project boards, and accounting systems without manual intervention. Disconnected tools were creating inefficiency and limiting leadership’s ability to make data-driven decisions.
Axa·nexa delivered a phased implementation that built out Collective Measures’ CRM on monday.com, followed by a PMO workflow structure for project management, and finally an accounting integration to connect financial data. The result was a unified agency operations platform that gave every team—from business development to finance—a connected, real-time view of the business.
IMRE Agency uses axa·nexa for multi-phase workflow build, integrations & ongoing optimization.
IMRE Agency, a brand and integrated marketing communications agency, engaged axa·nexa across multiple phases—covering workflow implementation, custom integrations, optimization, and ongoing admin support—establishing a long-term partnership to continuously improve their monday.com environment.
Multi-phase engagement spanning implementation, integrations & optimization
Custom integrations connecting agency tools
Ongoing admin and support relationship maintained
As IMRE Agency’s business grew, so did the complexity of their operational workflows. They needed an implementation partner that could both build their initial workflow foundation and continue evolving it—adding integrations, optimizing processes, and supporting adoption as the agency scaled.
Axa·nexa delivered an initial workflow implementation for IMRE, then continued through successive phases to add custom integrations, optimize existing workflows, and provide ongoing admin support. The multi-phase relationship reflects axa·nexa’s approach to agency partnerships—building long-term operational capability, not just one-time implementations.
High-growth company unifies contract management on monday.com ahead of Q1 product launch.
A company preparing to launch a new product and execute a Q1 rebrand engaged axa·nexa to replace its fragmented contracting setup before launch volume hit the team. With 300 to 400 agreements spread across NDAs, buy-side, sell-side, joint, and vendor contracts, the business needed centralized oversight, automated reviews, and post signature obligation tracking. The new monday.com program delivered a single source of truth for every agreement, template, and product, fully connected to the existing monday CRM.
300 to 400 total contracts brought under one central repository
5 contract types unified, including NDAs, buy-side, sell-side, joint, and vendor agreements
Comprehensive CM solution replacing fragmented tools
The client was heading into a product launch and rebrand with 300 to 400 contracts spread across five distinct agreement types and only a basic two-step approval process behind them. Oversight was decentralized, version control and collaboration suffered, and obligations and deadlines lived outside any system of record. The team had no real read on contract status and was actively weighing a build vs. buy decision for a CLM platform. Without a unified approach, the launch threatened to widen existing gaps in compliance, reporting, and accountability.
Axa·nexa configured the program on the client’s monday.com platform, turning it into the home for every agreement, template, product, and service offered. Sales intake flows directly from monday CRM into the contracting workflow, automated reviews preserve versions on every edit, and a post signature workflow captures obligations so commitments don't get lost once the deal closes. Workspaces were tailored to each team to keep policy alignment intact and versions consolidated, while role-specific dashboards report on obligations and status by persona.