Best CRM Software for Marketing Agencies

Do you know that you can get CRM software for marketing? If so, it would be an immense pleasure to give you a description of CRM software for marketing. Marketing CRM software is a technology that enables you to manage your relationships and rapport with the company and the customers, including potential customers. The CRM in marketing would be profitable to marketing companies and agencies by educating the customers about various marketing tools, better segmentation, establishing a better relationship with the customers, creating a higher level of customer retention, better anticipation of ...

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  • Buyer’s Guide

List of Best CRM for Marketing Agencies

Pipedrive

Sales CRM & Pipeline Management Software

Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensuring that opportunities are not missed. Pipedrive's visual sales pipeline provides a clear overview of deals, making it ... read more about Pipedrive

NA

Contact Vendor

United States

Copper

CRM platform built for businesses that use Google Workspace.

Copper is a customer relationship management (CRM) tool designed for ease of use, focusing on simplicity and integration with Google Workspace. It automates data entry by capturing and organizing emails, calls, and meetings, keeping customer interactions in one place. Copper's strength lies in its seamless integration with Google apps, making it a natural choice for users already within the Google... read more about Copper

14 Days

$23 Per month

United States

OnePageCRM

Top-rated CRM for Consulting and Professional Services

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead nurturing. This tool also supports contact management, allowing easy organization and access to customer data. Sales ... read more about OnePageCRM

Available

$19.95 Per month

United States

Nutshell

All-in-one CRM that helps B2B teams close more deals

Nutshell is a high-performing customer relationship management (CRM) software designed to streamline and enhance business interactions. It helps businesses manage contacts, track leads, and nurture customer relationships efficiently. Nutshell offers a centralized platform where teams can collaborate and share vital information. With its intuitive interface, users can easily organize and access ... read more about Nutshell

14 Days

$16 Per month

United States

Salesforce Sales Cloud

Build strong customer relationships and grow revenue with a single source of truth.

Salesforce Sales Cloud is a powerful solution designed to streamline and optimize sales processes for businesses. It serves as a comprehensive customer relationship management (CRM) platform, offering features that help organizations manage leads, track opportunities, and close deals more efficiently. With Salesforce Sales Cloud, users can easily organize and access customer information, ... read more about Salesforce Sales Cloud

Available

$25 Per month

United States

Close

The All-In-One CRM for Growing Teams

Close is a dynamic sales engagement CRM designed for small to medium-sized businesses, particularly those with a focus on inside sales. Its core strength lies in its ability to streamline the sales process, providing tools for email, calling, and SMS directly within the platform. This integration enables sales teams to communicate with prospects without leaving the CRM, significantly increasing ... read more about Close

14 Days

$49 Per month

United States

Salesmate

Best Sales CRM Software with Advanced Automation for Teams

Salesmate is an excellent software designed to enhance sales processes for small and medium-sized businesses. Tailored for simplicity, it offers a range of features to streamline customer relationship management (CRM). With Salesmate, users can efficiently manage leads, track sales pipelines, and automate repetitive tasks. The platform facilitates communication by integrating with email and ... read more about Salesmate

15 Days

$23 Per month

United States

Creatio

No-Code Platform to automate workflows and CRM

Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels ... read more about Creatio

Available

$25 Per month

United States

Pipeline CRM

A sales CRM platform that offers easy setup, integrations, customization, and intuitive tools.

Pipeline CRM is a high-quality software developed to help businesses organize and manage their customer relationships effectively. It streamlines tasks, keeping customer interactions organized in one central hub. With Pipeline CRM, teams can easily track leads, monitor sales progress, and enhance collaboration. The software offers intuitive features like contact management, deal tracking, and ... read more about Pipeline CRM

14 Days

$25 Per month

United States

NetSuite

Top Business Management Software

Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcare, Professional Services, Retail, and Wholesale Distribution. Oracle NetSuite offers a unified platform that businesses... read more about NetSuite

7 Days

Contact Vendor

United States

ClickUp

One app to replace them all

ClickUp is an all-in-one project management platform that caters to diverse team requirements. Its user-friendly interface simplifies task organization and collaboration. It also offers customizable views to adapt to different workflows. With features like Docs, Goals, and Time Tracking, ClickUp centralizes tools and eliminates the need for multiple applications. The platform fosters transparency ... read more about ClickUp

14 Days

$7 Per month

United States

Thryv

Small Business Software & CRM System for Small Business

Thryv is a comprehensive business management platform created for small businesses. It combines essential tools like CRM, marketing automation, and appointment scheduling in one user-friendly interface. With Thryv, businesses can easily manage customer relationships, streamline communication, and boost their online presence. The platform includes features like online booking, allowing clients to ... read more about Thryv

7 Days

$20 Per month

United States

Bitrix24

All-in-one free platform to manage your team and run your sales

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly ... read more about Bitrix24

15 Days

$49 Per month

United States

Keap

Leading small business CRM and automation platform

Keap is a versatile customer relationship management (CRM) software designed for small businesses, offering an array of features to streamline client interactions and business processes. It includes advanced automation for tasks and marketing, helping users efficiently manage emails, appointments, and follow-ups. Its sales pipeline management tool ensures effective tracking of prospects and deals... read more about Keap

14 Days

$249 Per month

United States

HubSpot CRM

Free CRM Software & Tools for Your Whole Team

HubSpot CRM is a versatile software designed to simplify and optimize customer relationship management for businesses. With an intuitive and user-friendly interface, it allows organizations to manage contacts, track leads, and nurture customer relationships effectively. HubSpot CRM provides a centralized place for teams to collaborate, ensuring seamless communication and coordination. The software... read more about HubSpot CRM

14 Days

$20 Per month

United States

Zoho CRM

Top-rated Sales CRM Software by Customers

Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to ... read more about Zoho CRM

15 Days

$14 Per month

India

Podio

Build powerful low-code business solutions to customize work and communication

Podio is a versatile project management and collaboration tool that caters to the needs of a variety of businesses. Its customizable interface allows teams to create and modify workspaces to fit their specific projects and workflows. Key features include task management, which enables assigning and tracking tasks efficiently, and integrated chat for seamless communication within teams. Podio also ... read more about Podio

Available

$11.20 Per month

United States

Nimble

CRM Software To Grow Your Business

Nimble is a straightforward CRM tool, designed for efficient contact management and relationship building. It integrates social media profiles, enriching customer data. The platform simplifies tracking interactions, ensuring follow-ups are timely. Nimble's calendar and task management features aid in scheduling and organization. Email integration streamlines communication. The tool offers sales ... read more about Nimble

14 Days

$24.90 Per month

United States

ActiveCampaign for Sales

Drive relationships forward to grow your business.

ActiveCampaign for Sales is a customer experience automation platform, enhancing sales processes. It combines email marketing, automation, and CRM tools. Users can automate email follow-ups, ensuring timely engagement with leads. The software allows for segmentation of contacts based on behavior, aiding targeted communication. Sales pipelines are customizable, adapting to different sales stages. ... read more about ActiveCampaign for Sales

14 Days

$49 Per month

United States

Capsule CRM

The smart, simple online CRM

Capsule CRM is a top-class and user-friendly software designed to streamline customer relationship management for businesses of all sizes. With its intuitive interface, Capsule CRM helps teams organize contacts, track interactions, and manage sales pipelines efficiently. The platform's contact management feature centralizes customer data, providing a comprehensive view of each relationship. Users ... read more about Capsule CRM

14 Days

$18 Per month

United Kingdom

Maximizer CRM

A CRM specifically built for the sales leader… finally.

Maximizer CRM is a comprehensive customer relationship management software designed for businesses seeking efficient client management. It offers contact and lead management, centralizing customer information for easy access. Sales management tools help track deals, from initial contact to closure. Maximizer CRM features marketing automation, streamlining campaign planning and execution. Customer ... read more about Maximizer CRM

7 Days

$65 Per month

Canada

Freshsales

Easy Sales CRM Software

Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customers, centralizing communication and customer information. It features an AI-based lead scoring system, which prioritizes ... read more about Freshsales

Available

$9 Per month

United States

EngageBay CRM

All-in-One CRM - Marketing, Sales & Support Software

EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... read more about EngageBay CRM

NA

$12.74 Per month

United States

Insightly CRM

The modern, scalable CRM teams love

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy ... read more about Insightly CRM

14 Days

$29 Per month

United States

Agile CRM

Best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Agile CRM is a cloud-based customer relationship management software that integrates sales, marketing, and service functionalities. It offers contact management to organize customer data. Sales tracking tools help monitor deals and stages. With Agile CRM, users can automate marketing tasks like emails and social media campaigns. The software includes a telephony feature for customer calls within ... read more about Agile CRM

NA

$9.99 Per month

United States

CRM for Marketing Agencies Buyer's Guide

Whether you’re looking for the best CRM for an advertising agency or social media services, this CRM buyer's guide will help you make the right decision. This guide goes through the essential process of choosing the CRM. This includes 

  • What Does a CRM Do for Marketing Agencies?
  • What Features must you look for when choosing the best CRM for a marketing agency? 
  • How much does a CRM for marketing cost?

Let’s dive in. 

» What Does a CRM Do for Marketing Agencies?

Before we jump to what CRM for marketing agencies does and choose the best CRM for advertising agencies, let's understand why agencies need CRM in the first place. We can categorize these reasons into two parts. 

Reason #1. Data, More Data, Lots of Data. 

Proper data management is the reason behind successful creative and marketing agencies. Because if data is not managed well, the agency will sink sooner or later! Why? Because agencies generate tons of data per client. If not handled well, this precious data can ultimately cause the loss of both client and agency. 

Reason #2. Stagnant Revenues and Lost Opportunities 

Many creative agencies lose tons of revenue because they keep jumping from one project to another without organizing things. Moreover, tasks like making modifications and pitching clients often take more time, and thus the actual work [the one that brings revenue] takes a back seat, resulting in revenue loss. 

And hence, there's a desperate need for a CRM for marketing that automates the lead collection and communication process and, most importantly, organizes all the information in one place. In-built advanced analytics will automatically show areas where more efforts are needed to improve revenue and gain new opportunities. 

Now, CRM for marketing helps agencies in the following ways: 

#1. Leverage Data for Data-Driven Marketing:

A CRM is a helpful tool to understand how your lead generation efforts are stacking up and, most importantly, where your leads are coming from. 

#2. Planning customer journey:

Every marketer must deal with the customer journey at one point. And CRM is the best way to prepare and track your customer journey because it gives you holistic views into how your customers engage with your brand and whether your marketing efforts are paying off. 

» What Are the CRM Features for Marketing and Creative Agencies?

Below are the top must-have features when selecting CRM for Marketing and Creative Agencies. 

#1. Web to Lead Functionality 

This feature automatically collects the lead data from the website. The general workflow is as follows.

  • The user fills out the lead form on site
  • CRM logs in the data,
  • Sales representatives can follow up with prospects through this data. 

This feature saves time for sales and marketing teams as otherwise, they would have to manually enter the lead data into CRM and remove the duplicate data.

#2. Customization

Many marketing and creative agencies often collect so much client data that, in the end, it's difficult to optimize it well. Thus, a good CRM provides versatile customization options that let them tweak functions so that data is captured and organized correctly.

#3. Client Retention Features

A business can't survive if it keeps running after new customers. Current customers need attention too! 

So, your agency needs to retain current clients by providing them with additional services and attention. 

Any CRM you choose should give client retention features, including a 360-degree view of the client's history, work, payments, communications, etc. 

It will benefit you in the long term as you can understand your client's needs well and can even upsell and cross their other services in your agency. E.g., Cross-selling Instagram paid ads service to YouTube paid ads clients. 

#4. Billing Functionality 

Agencies often keep CRM and billing software separate. But it's both expensive and time-consuming. Here's why. Firstly, the team has to input all the data into CRM manually. 

Secondly, you need to pay the cost of billing software separately. Having a billing option within CRM saves your agency from this hassle. Each billing hour, price, and expense is automatically recorded within the CRM. And you don't even have to pay a cent extra for billing software. 

#5. Mobile Access

'Why mobile access is required when all the work happens from a desktop or laptop?'. 

Well, one of the perks of working in a marketing agency is that most of the marketing team will be working out of the office. In other words, many of them are working in the field, negotiating client deals, doing presentations and pitching, shooting videos, photography, recording Instagram and FB stories, and other parts of modern-day marketing. 

This shouldn't stop you from keeping in touch with other clients and team members. What if a client asks for an urgent response from you, and you are not in the office? 

It's going to be unpleasant, right? But having a CRM with mobile access can combat this issue as you instantly reply to them in urgent matters while accessing all the critical data to resolve their problem. This is only possible when you have a mobile version of your CRM. 

#6. Client Portal Option

How often does your agency get a client call asking for invoice details or reports? You need a client portal if you need help counting it on your finger. 

Getting constant calls from clients can disrupt you and your team's workflow. And thus, any CRM you choose must provide a client self-service portal where clients can log into their accounts and check the invoices and deliverables. 

But that's not all; you can take it a step further by allowing your clients to submit updates and approval on the project. This will significantly reduce work disruptions and save time that would otherwise go into taking follow-ups, answering calls, giving updates, etc.

#7. Partner's Pipeline

As a marketing agency, developing a list of solid contacts is critical. You can leverage these contacts to help you promote your client's business. You will need to constantly make and manage these relationships, as they will be the key to helping your clients gain maximum results. 

These contacts include PRs, media partners, influencers, bloggers, photographers, etc. A CRM is one of the best ways to collect and nurture such communications.

#8. Third-Party Integration

It doesn't matter how good a marketing CRM is. The list of things that need to be added is never-ending. Furthermore, multichannel marketing is the future. Hence, you will need more than one communication or marketing channel to survive shortly. And to fill this gap, you will need to take the help of third-party tools and integrations. 

You can't just rely on Facebook to find your potential clients. Connect with them through Instagram, LinkedIn, YouTube, Reddit, and other channels. So, whatever CRM your agency decides to go forward with, ensure that it has tons of third-party integration so that you can take advantage of essential things.

#9. Enhanced Email Communication 

Reminder! Email marketing is not dead.

It's still one of the highest revenue-grossing marketing channels out there. So, you need to jump on the wagon if you still need to use email marketing. 

The best CRM for a digital marketing agency has advanced email marketing capabilities that will help you manage your relationship with clients and run marketing campaigns for them. Pay special attention to these features when choosing the 

  • Bulk emailing
  • Premade email templates
  • Email tracking
  • Email marketing automation
#10. Number of Client Records 

A CRM is a valuable tool as it helps record a client’s address, phone number, email, and other basic information. 

However, the best CRM tool for a marketing agency is the one that lets you scale as your business grows. This facility is available in the majority of cloud marketing CRM. 

#11. Data Backup 

As a digital agency, there is nothing worse than losing the essential data of your client. Hence, to safeguard your data, choose the CRM that provides regular data backups which can help you in case your original data gets corrupted! 

Please note, this list is by no means comprehensive. There are several other factors that you will have to see when choosing the right CRM for marketing. However, this list contains the top things that are a must-have! 

» How Much Does a Marketing Agency CRM Cost?

This section will give you a brief overview of how much the best CRM tools for marketing agencies cost and what hidden charges you may incur once you start using them. 

Firstly, let’s explore the pricing model. Not all CRM for marketing agencies come in the subscription form. If you would rather pay a one-time fixed fee, there are several great CRMs available in the market. 

Three Types of Pricing Models

Modern CRMs for an ad agency, a marketing agency, or social media marketing have three pricing models: 

Flat Fee

Subscription

Free-Forever Plan. 

In this pricing structure, the CRM vendors have a flat fee. For a fixed period, regardless of features and functionalities. It can be a month or a year.

This is a standard model with modern CRMs. The price is generally charged. Every month per user. 

Some CRMs also have a forever free plan, providing limited access and a budget for high-priced software. 

It can range anywhere from $5000 per year for small-sized agencies to as high as $40,000 for large enterprises. 

It can range anywhere. Between as low as $9 per user per month to $1500. Per user account for enterprise CRM. 

Although there are $0 charges, the features and number are often limited. 

» How to Create a Realistic Budget for CRMs?

When looking for the best marketing agency CRMs, you must price your budget accordingly. Apart from monthly or one-time fees, you may also have to pay extra costs to use the software. These are as follows: 

  1. Add-ons cost - Many CRM for creative agencies have several add-ons to extend the functionality of the software. The price of an ad can differ based on complexity, features, etc. However, it's still an expense you will need a budget for. 
  2. Set Up fees-Although cloud-based CRM for marketing and creative agencies doesn't call for intensive setup, you may still need to migrate your data from the old system to the new system, which can cost anywhere from $1000 to $5000 depending on the volume. 
  3. Requirements and planning - If you are a small business, you can directly start using CRM out of the box without much planning. However, if you are a large-scale enterprise marketing agency, you will spend time and money documenting processes, migrating data, reviewing existing systems, etc. The planning phase can cost over $10,000 for large agencies with high-volume data. 
  4. Support - You will need to invest in customer support, whether a small-scale or large agency. The excellent news is that cloud-based CRMs often have support teams ready for your call. 

They may even help you up your ROI. But the amount of customer support can vary wildly depending on the CRM. 

This is much more true in the case of enterprise marketing agencies, as the number of employees is much higher than small and mid-scale agencies, and thus they should be ready to shell out more for premium large-scale customer support. 

» Conclusion

CRM is a tool worth investing in if you run an advertising, creative, or marketing agency. 

By centralizing information and making data management more accessible, CRMs can bring in more revenue and reduce lost opportunities. 

Use the above points to ensure that you choose only the best CRM for your digital marketing agency.