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How Em Agency streamlined financial and sales operations

Em Agency is a Mexican company dedicated to creating and executing strategies that help their talent achieve both artistic and commercial goals, collaborating with brands to launch campaigns featuring influencers and celebrities.

However, their growth was hindered by a fragmented system: financial and operational tasks were handled through disconnected platforms, resulting in redundant workflows and inconsistent information across the board.

Location

Ciudad de México, México

Business type

Talent management and influencer marketing agency

Partnership with SAGITAZ

The objective was clear: a unified platform to centralize finances, automate workflows, and provide precise data insights.

SAGITAZ delivered an end-to-end Zoho implementation that integrated financial, operational, and sales management.

This transformation enabled the agency to make decisions based on real-time data while fostering more fluid collaboration between internal teams, brand clients, and talent

In the fast-paced world of influencer marketing, maintaining control without sacrificing agility was essential. In partnership with SAGITAZ, Zoho CRM and Zoho Books turned that goal into a reality.
Enrique Ayala
Em Agency founder

Zoho solutions implemented

  • Capture leads, qualify them with custom rules, manage opportunities, and define automated workflows to reduce manual tasks.
  • It integrates multiple channels—including email, calls, chat, and social media—to maintain a complete contact history.
  • Empower your business with tailored financial reporting and real-time collaboration with your accounting team.
  • Streamline everything from invoicing and purchase orders to inventory and cash flow management within a unified platform that eliminates manual work.

BUSINESS IMPACT

Centralized finance management

Track revenue and costs per campaign and talent with absolute accuracy.

Material control complete record

End-to-end traceability of your inventory.

Team collaboration & alignment

Comprehensive database management for clients, brands, and influencers, providing a 360º operational perspective.

Multi-platform access

Cross-platform integration for better data accuracy and a duplicate-free environment.

Centralized finance management

Track revenue and costs per campaign and talent with absolute accuracy.<

Material control complete recor

End-to-end traceability of your inventory.

Team collaboration & alignment

Comprehensive database management for clients, brands, and influencers, providing a 360º operational perspective.

Multi-platform access

Cross-platform integration for better data accuracy and a duplicate-free environment.

Getting started is very easy

1

Let us know what you need

Sendo you request via the form or email us at presales@sagitaz.com .

2

Speck with an expert

Schedule a discovery call with an expert to assess your needs and design a tailored solution.

3

Proposal and launch

Our team presents a tailored proposal, and we kick off the implementation.

Talent remains our priority, but we have now reached a new level of efficiency. Clear data and campaign control empower us with greater creative freedom and strategic focus.

Ready to take your business to the next level?