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CASE STUDIES
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2026
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CHM Software
Building a unified marketing workspace for a retail automation software company
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OVERVIEW
CHM Software is the company behind Chameleon POS and PayKit POS, two POS solutions built for automating retail and HoReCa business processes — including sales, inventory, finance, and CRM. As the company scaled, the marketing team grew alongside it, and needed an operational system that could connect strategic planning with day-to-day execution.
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CHALLENGES
Before the project, the marketing team was managing content, campaigns, and incoming requests across several separate tools. There was no single place where strategy, production, and results were visible together.
Content planning had no connection to execution
The team maintained the content calendar in spreadsheets, with no link to tasks or assignees in any shared system. Planning and production happened in separate places, so there was no way to see what was in progress, what was waiting, or what had been delayed.
Stakeholder requests entered production without a queue
Incoming tasks from stakeholders arrived through direct messages and landed directly in the work pipeline without any prioritization step. The team had no intake process, which meant the production queue shifted based on whoever asked last rather than what mattered most.
Strategic goals were tracked outside the operational system
OKRs existed in a separate document, disconnected from day-to-day tasks. Leadership had no consolidated view of team workload, progress, or campaign spend without scheduling a manual check-in. There was no visible link between what the team was working on and what the quarter required.
With Jira, we weren't seeing what was happening with workload or progress on team goals. Byte&Kite set everything up so well that ClickUp now gives me full control over clients, the team, and finances.
Dmytro Agapov
CEO of PayKit & CHM
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SOLUTIONS
A three-folder space architecture that separates work by type
We designed the Marketing Space around three layers of work. The first folder covers strategy and OKRs. The second covers content and advertising. The third holds project work, stakeholder requests, and management dashboards. Each folder has its own list structure and status flow, so production tasks stay separate from strategic planning and incoming requests go through one intake point before entering the work queue.
Dedicated structures for content planning and advertising
We set up a content plan list with custom fields and statuses that reflect the actual publishing workflow from idea to published post. For advertising, we built a separate list where each campaign carries budget fields, spend tracking, and status milestones. Both structures include views configured for daily use: a calendar view for the content plan and a filtered view for active campaigns with budget visibility.
Content plan has statuses for each stage of production with assignee fields and publish date, so the full pipeline is visible in one view.
Advertising tracks budgets and spend directly in ClickUp, removing the need for a separate spreadsheet.
Automations, an AI content agent, and dashboards for every level of the team
We built automations covering the most repeated manual steps across the marketing workflow. These include deadline reminders, blocking tasks that are missing required fields before they can move to the next status, and auto-archiving completed work.
For content ideation, we set up an AI agent that generates post ideas based on selected tasks, campaign context, product information, or content type. When R&D releases a new feature or update, the agent pulls that information and generates content ideas based on what shipped and what is worth communicating to the audience. This removes the manual step of monitoring product releases and translating them into content topics.
We configured four dashboards for different levels of the team.
Operational dashboard shows task status, team workload, overdue items, and blockers in real time.
Content dashboard tracks publishing volume by platform and format.
Advertising dashboard shows budget allocation, spend, and campaign performance.
C-level dashboard shows OKR progress, lead volume, revenue impact, CAC, and open risks.
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RESULTS
The marketing team at CHMsoft now works from a single space where strategy, content, and advertising are connected
Operational effect
Requests from stakeholders go through a single intake point and no longer arrive directly in the production queue. Automations removed recurring manual steps, including deadline reminders and task field validation before status changes. Any team member can follow work through the status flow without requiring a direct handoff from the previous owner.
Business level
Leadership can track OKR progress, campaign spend, and team workload from one dashboard without a manual check-in. Strategic goals are now visible alongside operational tasks, so it is clear what the team is working on and why. Campaign budgets are tracked in the same system as tasks, removing the need to reconcile separate spreadsheets.
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Dashboards
OKR
LINKED TO TASKS
AI
CONTENT AGENT
Before ClickUp, we had no shared space at all. Now strategy is tied to daily tasks, content goes out on schedule, and C-level can see OKR progress without any manual reporting.
Dmytro Agapov
CEO at CHM Software
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CASE STUDIES
