Digital Marketing and Branding, MumbaiNeyven

Lumina Creative Agency

A custom operations desk unifying ClickUp tasks, HubSpot CRM leads, Google Workspace files, and client approval tracking.

Live in operations

Apps/Neyven Ops Console/Lumina Creative

ClickUp & HubSpot Sync Active

OverviewLive LedgerAPI Gateway

Database Connected

Active Retainers18 Brands4 onboarding this week

Asset Revision Speed28% Faster+24 hours saved/week

Monthly Collections₹10,50,00040% accelerated collection

Creative Campaign Revision Pipeline

Filter database...

CSV

Campaign / Asset	Version	Lead Creator	Milestone Value	Gate Status
Mamaearth D2C Reels	V3 - Final edits	Ananya S. (Design)	₹3,50,000	Pending CD
Kapiva Launch Video	V2 - Corrected	Rahul K. (Copy)	₹2,20,000	Approved
Sleepy Owl Social Static	V1 - Copy Draft	Priya M. (Servicing)	₹4,80,000	In Review

Showing 3 of 14 logged entries

Challenge

Lumina is a 22-person agency handling digital campaigns, content production, client servicing, and performance marketing for D2C brands and SMEs. They used ClickUp for projects, HubSpot for CRM (limited adoption), Tally for finance, and heavy WhatsApp/email for client communication and approvals.

Outcome

Custom platform featuring unified Client Hub (360° view), Project Workflow with automated task assignment and approval gates, Creative Asset Management, integrated Quoting & Billing with milestone payments, Employee Time & Utilization tracking, and AI-assisted search for past campaigns. Integrations with WhatsApp for client updates and payment links. Rapid iteration based on team feedback during testing. Full ownership handed over with documentation.

Role

CTO audit, creative asset management pipeline design, invoicing workflows, time tracking, WhatsApp payment links integration.

Stack

Next.js
React
TypeScript
Tailwind
Creative Asset Management
WhatsApp API
Tally Sync

The Process Audit

Before: Fragmented Admin

Replaced: ClickUp, HubSpot, Google Drive, and email

Audited workflow showed 30+ hours/week wasted on revision tracking, manual status reporting, and chasing creative approvals.

Time Spent By Task (Before vs After)

Brief tracking & revisions14h2h

Project status updates10h1h

Invoice generation8h1h

Founder status reporting9h0.5h

The Return Pathway

Estimated Payback Timeline

An initial implementation of ₹3.8L generates an estimated operational value of ₹80,000 / month, achieving complete payback in 4.8 months.

Proof notes

What this shows

Project delivery time reduced by 28%, allowing 3-4 additional projects/quarter without extra hires.
Profitability visibility helped renegotiate 2 underperforming accounts, adding ₹9L annualized margin.
Faster invoicing and automated reminders improved collections by 40%.
SaaS costs cut by ₹22k/month.

*Realistic operational profile based on audited SME workflows. Client names, specific metrics, and coordinates have been fictionalized to protect confidentiality.