Choosing the right project management software for your marketing agency is crucial, especially in regulated industries such as pharmaceuticals.

Social Elements, a UK-based agency led by experienced pharma-industry professional Lisa Kyriacou Faulks, faced an internal challenge that many fast-growing teams will recognize: having too many tools, too much admin, and not enough clarity.

This is the story of how they replaced scattered systems with one platform – and reclaimed control.

Industry: Life sciences & healthcare marketing
Team size: 19 associates
Location: London, United Kingdom
Founder: Lisa Kyriacou Faulks
Website: socialelements.co.uk

About Social Elements

Social Elements helps life sciences and healthcare brands translate complex science into compelling, compliant content, with a strong focus on social media marketing and strategic development.

Social Elements - life sciences marketing agency

Led by Lisa Kyriacou Faulks, an MSc-qualified consultant with over 20 years of experience, the agency has worked with pharmaceutical brands across the UK and beyond. Her deep understanding of both scientific and strategic communication makes her a rare hybrid: part marketer, part interpreter of medical nuance.

With nine employeesLisa runs a lean but highly specialized operation.

The turning point: Too many tools, too little trust

As her agency grew, Lisa found herself drowning in admin. Projects were tracked in Trello or Asana, budgets were maintained in spreadsheets, and time-tracking tools provided inaccurate data.

“It was very messy and fragmented. I couldn’t rely on the data – and it limited my ability to forecast or reconcile.”

Lisa Kyriacou Faulks, Social Elements Founder

The inefficiency wasn’t just inconvenient – it was unsustainable. Without a clear system, she couldn’t confidently measure performance or profitability.

The solution: All-in-one software for marketing agency

Lisa discovered Allfred at the GYDA conference and instantly saw its potential. She needed one tool to manage everything: time tracking, budgeting, invoicing, forecasting – ideally with Xero integration and real support.

“It’s not the easiest tool at first, but the onboarding and support made all the difference. Alex, my support person, was incredibly patient and helpful.”

Soon, Allfred’s project management dashboard became her go-to workspace:

It’s been a game-changer – it gives me a clear overview of projects, reduces manual work, and helps me stay ahead of problems.”

Lisa Kyriacou Faulks, founder of Social Elements – using project management software for marketing agencies

Key outcomes

  • Saved 4+ hours/month on project management, reporting and admin
  • Introduced quarterly reconciliation (wasn’t done before)
  • One source of truth across time, budgets, and invoicing
  • VA now uploads invoices directly → fewer bottlenecks
  • Better data → better business decisions

“I’m more organised. I reconcile every quarter now and I can finally trust the data I see in front of me.”

For agency leaders: Clarity over complexity

Lisa’s story is one many founders know too well: a great marketing agency on the outside, but a messy system underneath. Allfred helped turn that around – not just by saving time, but by unlocking visibility and control.

“We didn’t reconcile quarterly before. Now we do – and it’s improved our decision-making significantly.”

For client teams and remote collaborators

Working with 19 associates meant Lisa needed a system that worked beyond herself. With Allfred:

  • Her VA handles invoicing
  • Associates track time directly
  • She gets a full overview – no back-and-forth needed

Allfred didn’t just replace tools – it replaced chaos with structure.

Real talk: Is Allfred perfect?

Lisa also shared that some UI terms and instructions could be improved – a fair observation that we take seriously. Because at Allfred, we’re building not just software, but long-term partnerships.

I’d recommend Allfred to other agency founders looking for greater visibility, efficiency, and control over their operations.

Why this story matters

This isn’t just a case study – it’s a signal:
Allfred isn’t only for large, Central European creative agencies. It works just as well for specialist agencies in the UK, the US, and beyond, who need clarity, flexibility, and financial control in one platform.

And here’s the truth:

When Social Elements started using Allfred, they didn’t know if a SaaS tool from Slovakia would be the right fit. But they gave it a chance and never looked back.

The support has been amazing. We finally have a clear, structured system that works for our marketing agency.”

By being one of the first UK-based agencies to adopt Allfred, Social Elements helped pave the way – and proved that great software knows no borders.

Now, Allfred is becoming the trusted operations tool for agencies across Europe – and is ready for the next frontier.

Wondering if Allfred is the right fit for your agency?

Whether you’re in London, New York, or Berlin – if you’re looking for one source of truth across projects, budgets, and time tracking, we’d love to show you what Allfred can do.