Marketing is a personalised service and having all the tools you need to help deliver the best personalised service most efficiently is essential in today’s world. Clients expect and demand more from us and we need the tools to deliver this and a good CRM solution can help provide this as it can store all client information and communications in one place as well as help automate some tasks.
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Featured CRMs
If you are looking for CRM software for your marketing agency, you may want to consider the following:
- What communication channels does it incorporate?
- Can it allow you to manage/monitor your own and your client’s social media?
- Can you integrate your email and website into the CRM?
- Can it capture leads from your website?
- Can you run email campaigns?
- What tasks or processes can it automate?
- Can you set up automated follow ups or alerts?
- What collaboration tools can it offer?
- What third-party apps can it integrate with?
- Does it provide a mobile app for remote access?
- What reporting functionality does it have?
- What documentation can it store?
- Can it help you comply with GDPR?
- Do they offer a free trial or have a free plan?
Companies are ranked in no particular order.
1. Zoho
- Offers a solution suitable for a range of marketing and media agencies
- 360 client management view and storage of data
- Communicate in real-time across channels and improve follow up
- Run marketing campaigns and measure results
- Social media management for your accounts and your clients
- Website integration and live chat
- Automate processes and tasks
- Integrate with third-party apps
- Mobile app available on iOS and Android
- Insights and reporting
Website Zoho CRM software
2. Copper CRM
- Provides a CRM solution for creative agencies
- Designed for Google Workspace
- Automatically captures and connects everything
- Real-time customer information
- Helps build stronger relationships
- Store files against customers
- Single source of information for all teams
- Increases collaboration
- Provides accurate reporting
- Offers a 14 day free trial and demo of their software
Website Copper CRM software
3. Freshsales CRM
- Offers CRM software for advertising and media agencies
- Provides a 360 view of prospect and customer activity
- Gather relevant insights
- Provide event tracking for your website and apps, and web forms
- Automate tasks
- Manage sales pipelines
- Integrate with third-party apps
- Mobile app
- Generate reports
- Offers a 21 day free trial of their software
Website Freshsales CRM software
4. Bitrix24
- Provides a CRM solution for advertising agencies
- Offers a free plan as well as paid plans
- Manage sales, marketing, client support, quotes and invoices
- Automation of processes and task management
- Unlimited leads and contacts
- Email marketing
- Virtual call centre
- Online storage and file sharing
- Mobile app available on iOS and Android
- Choice of cloud and on-premise solutions
Website Bitrix24 CRM software
5. Synergist
- Provides a CRM solution designed to manage agency clientele
- Includes project management functionality
- Track all client interaction
- Set job alerts
- Manage new business pipelines
- Email integration
- Document storage
- Mobile app on iOS and Android
- Reporting dashboard and customisable reports
- Offers a demo of their software
Website Synergist CRM software
6. Pro-Active
- Offers CRM solutions for marketing agencies and marketing clients
- Creates bespoke solutions tailored to your needs
- Lead generation automation platform
- Insight and analysis
- Compliance tools for GDPR
- Single solution for customer data
- Can provide SAAS platforms
- Data storage and secure transfer
- Document storage solutions
- Offers a no obligation consultation
Website Pro-Active CRM software