How Coastal Marketing Cut Tool Costs by 60% and 3x'd Their Response Speed

Coastal Marketing had grown from a three-person shop to a 15-person agency in just two years. But with growth came chaos. Every new team member brought a new tool preference, every new client added another login, and every month the SaaS bill crept higher. By the time founder Sarah Chen sat down to audit their stack, the team was paying $2,400 per month across seven different platforms.

Worse than the cost was the fragmentation. Client conversations lived in HubSpot, project updates in Asana, internal chats in Slack, invoices in FreshBooks, and email campaigns in Mailchimp. No single person had a complete picture of any client relationship.

• • $2,400/month spent across 7 disconnected tools
• • Client messages lost between platforms, causing missed follow-ups
• • Account managers spent 2+ hours daily switching between tools
• • Monthly reporting required manual data exports from 4 different systems
• • New hires took 3 weeks to learn the entire tool stack

Coastal Marketing migrated to Dewx over one week, replacing all seven tools with a single platform. The team started with Portal for unified client communications, then activated GTM Hub for pipeline management, OPS Hub for invoicing, and Dew AI for content drafts.

The migration was straightforward: existing contacts were imported from HubSpot, email templates moved from Mailchimp, and project templates recreated from Asana. Within three days, the team was operating entirely within Dewx.