Running a digital marketing agency isn’t easy. Keeping up with leads, managing clients, tracking data, and executing multiple projects can quickly become overwhelming.
Here’s some good news: 86% of businesses using a CRM exceed their sales goals, and 47% improve customer retention. So, a CRM for your digital marketing agency is the answer. It keeps everything organized, saves time, and strengthens client relationships.
To help you choose, we’ve narrowed it down to the top 7 CRMs for digital marketing agencies. These tools can be your next go-to tool to manage your agency and client. Let’s explore your options.
Quick List of Best CRMs for Digital Marketing Agency
- Agency Handy: Best CRM for comprehensive client management, lead nurturing, project execution, and billing automation.
- HubSpot: Comprehensive CRM with a free plan, email automation, and seamless marketing integrations.
- Zoho CRM: Budget-friendly solution with workflow automation and integration with other Zoho tools.
- Insightly: Combines project management and CRM features for tracking pipelines and milestones efficiently.
- Podio: Customizable workspace ideal for automating workflows and managing client projects seamlessly.
- Monday: Flexible platform offering sales pipelines, collaboration tools, and strong project management features.
- Pipedrive: Visual sales pipeline-focused CRM, perfect for managing leads and closing deals faster.
Comparison Table of Top CRMs for Digital Marketing Agency
To help you make an informed yet quick decision, we’ve listed the tools with their best perks and pricing. Let’s take a quick look:
| CRMs | Top 3 Key Features | Payment Gateways | Best For |
| Agency Handy | Lead and client managementMultipackage service listing Contact forms and proposalsPayment gateways | PayPalStripeWiseManual banking | All sizes of digital marketing agencies |
| HubSpot | Marketing AutomationLead SegmentationSales Pipeline | StripeDepositfixMollieDoubleCapchase Pay | Businesses with end-to-end client management |
| Zoho CRM | Client ProfilesSales AutomationEmail Marketing | Stripe Authorize.netPayflow ProPayments ProForteWorldpayExpress Checkout2CheckoutWePayPayPal | Agencies focused on customization and automation |
| Insightly | Project Management Task AssignmentLead Management | ZapierStripeSquare | Agencies with a focus on lead and pipeline tracking |
| Podio | Custom WorkspacesTask ManagementReal-time Communication | FreshBooksXeroStripeSquarePayPal | Creative Teams and Agencies |
| Monday.com | Visual Task ManagementCollaborationCustom Dashboards | StripePayPalAuthorize.Net | For project + client management teams |
| Pipedrive | Sales PipelineDeal TrackingEmail Integration | QuickBooksXeroStripePaycove | Sales-oriented businesses and agencies |
7 Best CRM for Digital Marketing Agency [Overview + Features]
Finding the right CRM for a digital marketing agency isn’t easy. We explored more than 25 options and shortlisted the top 7 based on lead and client management, service listing, project execution, and billing details. Let’s find out.
1. Agency Handy
Agency Handy is a feature-packed CRM made just for digital marketing agencies. You can manage all your client conversations and day-to-day tasks in one place, which makes it stand out from generic CRMs.
At its core, Agency Handy helps you capture and organize leads, then turn them into paying clients. You can think of this as the first and most important step in growing your agency.
Once a lead signs on, you can use customizable intake forms to gather vital client info right away. This sets clear expectations for your project and gives you a smooth start.
From there, you can manage your agency’s services with ease. You can list everything you offer, add descriptions and prices, and keep it all in one simple catalog.
Next, Kanban boards let you track project progress, assign tasks, and meet deadlines. Your team stays organized, and your clients stay informed.
You also have billing and invoicing tools at your fingertips. You can create branded invoices, accept online payments, and manage recurring billing to keep your finances running smoothly. This cuts down on admin tasks and improves cash flow.
Meanwhile, client portals serve as a central place for communication. Your clients can see real-time updates, leave feedback, and approve deliverables without any confusion. This boosts transparency and strengthens their trust in you.
And lastly, implementation is easy as well. You create client profiles, define your services, and set up your workflows. The user-friendly interface helps you make the switch without hassle.
Key Features of Agency Handy:
Agency Handy is built to make life easier for digital marketing agencies. Here are some of its standout features:
Organized Client Profiles
Agency Handy keeps all your client information in one place. You can manage contact information, including client mail, client addresses, recent orders, tickets, and invoices.
Lead Management
Track leads by their status—New, Contacted, Qualified, or Working. You also see each lead’s source, value, and assigned agent. This makes it simpler for you to know where each lead stands and focus on the ones that matter most.
Once the leads are warm and ready to close, convert them to clients and invite them to the platform to get started.
Multipackage Service Management
Once you’ve nurtured the leads, time to get into services. List your services with up to 3 packages. Include your deliverables in each package, description, and faqs, and separate pricing for each.
Plus, add a trial period for the packages so that clients get a taste of what you’re promising. And you can set up default tasks for the service so that you don’t have to create the general tasks manually.
Even interestingly, you can group a few of the similar services in one service – what you might call packaged service.
When you’re done listing all your services, you can embed the service catalog on your website or share it on social media.
Coupon and Add-ons Management
After listing the services, you can focus on creating coupons for particular services. A coupon can be applicable to up to 3 services and counted by percentage or fixed amount.
But where Agency Handy stands out is you get to specify which client can access the coupon actually. Hence, you reduce the chances of abuse.
Besides that, you can cross-sell add-ons alongside the main services you’re offering. You get to list the additional perks in forms.
Customizable Forms
Now, it’s time to onboard the clients with intake and order forms. The main difference between these forms is that the order form lets you upsell and cross-sell.
You can customize forms for single or multiple services and integrate them before or after payments.
Other than that, for upselling, there’s no limitation to how many services or add-ons you want to add to the order form. And include T&C and signature for the client.
Order and Task Management
When a client purchases a service from your catalog, there’ll be an automated order ID and invoice. Once you accept the order, you can assign responsibilities, set deadlines, and monitor progress in real-time.
In the tasks, you can collaborate with your team and clients in real-time with the in-built messaging feature. That way, you’ll be updated with the client’s feedback to avoid any sort of miscommunication.
And get a complete view of the project’s progress through the Kanban board so that nothing is missed.
File Feedback and Annotation
Stop sending endless emails when you need client feedback on a file. Clients can now directly share feedback on PDFs, websites, images, and videos directly within the platform.
You can upload the updated version as well and keep track of versions. This keeps everything in one place and makes it much simpler to review and revise.
Billing and Invoicing Solutions
With each new purchase, you’ll receive an automated invoice for regular or recurring payments. You can get paid via PayPal, Stripe, Wise, or manual banking. And customize payment reminders based on your agreements or just put in on default for each invoice.
In terms of customization, you can fully white label the invoice, select a color, add default reminders, add an agency signature, etc.
Ticketing System
The integrated Ticketing System enhances client support for your agency. You can submit support requests effortlessly, while your team manages and resolves tickets within the platform. This ensures client issues are handled promptly and effectively.
Advanced Reporting and Analytics
See all your key metrics—like revenue, client orders, and more—in real time. Use these insights to improve your workflows, decide where to focus your efforts, and manage your resources more effectively. It’s all about making data-driven decisions.
Best Use Cases of Agency Handy as a CRM
You need a CRM that simplifies your workflow and boosts your productivity. That’s exactly what Agency Handy does, whether you’re a freelancer, small team or a growing agency. Here are a few ways it can help you:
- Small to Mid-Sized Agencies: If you have limited resources, you can rely on Agency Handy to keep your client management, project tracking, and invoicing organized in one place. No more juggling multiple tools or missing crucial deadlines.
- Startup Marketing Agencies: If you’re starting fresh, you probably need a clear system for client onboarding, deliverables, and team collaboration. Agency Handy makes it easy to manage all these tasks so you can focus on growing your business.
- Content Marketing Agencies: When you work on multiple content projects, it’s vital to track everything from tasks to deadlines. With Agency Handy, you can assign tasks, share files, and monitor timelines without switching between different platforms.
- SEO and PPC Agencies: You want to run campaigns smoothly and keep clients in the loop. Agency Handy gives you tools for clear communication, performance tracking, and invoice management. This means more time to optimize client campaigns and less time on admin work.
- Freelance Teams: Even if you work with a small team, you need detailed workflows, order tracking, and one place to store all your data. Agency Handy helps you stay organized and look professional, even when resources are limited.
Pros of Agency Handy:
- Use tailored forms to collect accurate data and define clear project scopes.
- Rely on visual task overviews to boost team collaboration and tracking.
- Customize invoicing for different billing cycles and payment schedules.
- Integrate online payment gateways for quick and easy client payments.
- Track progress and optimize resources with detailed analytics.
- Simplify client onboarding with customizable forms.
Agency Handy Pricing:
Agency Handy comes with 3 tiered pricing designed to fit your specific needs and budget.
- Solopreneur – Starting at $69/month (monthly billing) or $49/month (annual billing). Ideal for individuals, this plan includes access for up to 3 users and essential features like custom branding, task management, unlimited clients/orders, invoicing, notes, approvals, and client/team conversations.
- Teams – Available for $149/month (monthly) or $99/month (annually). In addition to everything in the Solopreneur plan, this option supports up to 10 users, making it perfect for growing teams needing enhanced collaboration.
- Pro – Priced at $199/month (monthly) or $149/month (annually), this plan provides all the features of the Teams plan, plus support for up to 30 users, designed for larger agencies with more complex needs.
What Users Say About Agency Handy?
G2 Review: “User Friendly Tool and Great Customer Support” – Franklin N.
Product Hunt Review: “It’s a great tool to manage clients, agencies. it’s a complete solution for agency owner.”- Md Sajal
Why Should YOu Choose Agency Handy for Your Digital Marketing Agency?
Here’s a quick look at common challenges digital marketing agencies face without CRM and how Agency Handy solves them:
| Challenges for CRMs | Why Agency Handy is the Best Choice |
| Complex Client Onboarding | Easy-to-use intake forms and automated invites make onboarding simple. |
| Lead Tracking Issues | Track lead sources, statuses, and activities. |
| Order and Task Management | Custom workflows and task tracking keep your projects organized. |
| Clear Service Listings | Detailed service breakdowns ensure transparency and professionalism. |
| Structured Invoice Templates | Simplifying invoice creation for diverse service packages. |
| Client Communication | Integrated in-built chat to collaborate with clients. |
| Issue Resolution | A ticketing system tracks and resolves client issues quickly. |
2. HubSpot
HubSpot is a well-known free crm for agencies designed to help you manage customer relationships with ease. Its user-friendly interface and powerful tools make it a reliable choice for businesses of any size.
The platform centralizes all customer information, tracks interactions, and offers insights through easy-to-read dashboards. With that, you can improve communication, organize client data, and automate repetitive tasks.
You can manage leads, run email campaigns, and create workflows tailored to your business needs. Plus, implementation is pretty simple, too, with plenty of resources and support to guide you along the way.
However, HubSpot does have some limitations. For example, it doesn’t support split payments, which can be critical for businesses that need flexible invoicing. If advanced invoicing tools are a priority, Agency Handy can be a better fit for smoothly managing financial transactions.
Features of HubSpot:
- CRM Integration: Offers an integrated CRM that consolidates all customer interactions, streamlining the sales and marketing process, making it easier to manage customer relationships and track lead data in real-time.
- Marketing Automation: With HubSpot, you can automate emails, social media posts, and marketing workflows, freeing up time and ensuring consistent, personalized communication with prospects and clients.
- Lead Management: Helps businesses capture, organize, and track leads, ensuring no opportunity is missed. The CRM also provides lead scoring to prioritize high-value prospects.
- Reporting & Analytics: Provides detailed reports and dashboards, allowing businesses to measure the performance of their marketing campaigns, track website traffic, and analyze sales and customer data for better decision-making.
- Customer Service Tools: HubSpot includes tools for customer support, including ticketing systems and knowledge bases, allowing businesses to provide timely and effective customer service.
Pros of Using HubSpot:
- Combine your marketing, sales, and customer service tools in one platform.
- Take advantage of an intuitive design accessible to users of all skill levels.
- Automate workflows, emails, and customer segmentation for efficient processes.
- Track performance using detailed, customizable reports.
- Start with a free version to access essential CRM and marketing features for startups.
Cons of Using HubSpot:
- Advanced customization options are restricted to higher-priced packages.
- Features like workflows and custom reporting may require additional training.
HubSpot Pricing:
You can start with the Marketing Hub Starter plan at $15 per month, which is great if you own a small business. If you run a larger company and need more control, the Enterprise plan at $3,600 per month might be right for you.
Each plan is designed to meet different needs and sizes, so you can choose the one that best fits your goals.
What Users Say About HubSpot?
G2 Review: “The lifeblood of our marketing” – Danielle W.
Product Hunt: HubSpot is a versatile and user-friendly marketing automation platform with a robust suite of tools, but it may require a significant investment for businesses looking to unlock its full potential. – Jeffrey Lai.
3. Zoho CRM
Zoho CRM is a powerful tool for managing customer relationships. It helps track leads, deals, and customer interactions. Key features include sales automation, workflow management, and email integration.
The platform is user-friendly and adaptable for various business needs. Zoho CRM organizes customer data in one place. It tracks interactions and automates routine tasks.
Teams can manage leads, monitor pipelines, and collaborate effortlessly. The AI assistant, Zia, provides insights and suggests improvements. Implementation is simple, with customization and third-party integrations available.
However, some users find Zoho CRM effective for small to mid-sized businesses. Its features are extensive, and the platform is affordable.
However, it may lack depth in specialized areas. Businesses needing advanced solutions might explore other options.
HubSpot offers a feature missing in Zoho CRM: a built-in blogging tool. This lets users create, optimize, and analyze blog content within the platform. For content-focused businesses, HubSpot provides a more integrated approach.
Features of Zoho CRM:
- Lead and Contact Management: Track and manage leads and contacts in one place, ensuring smooth communication and follow-ups. This centralization simplifies the process of nurturing prospects.
- Sales Automation: Automates repetitive tasks like follow-ups and lead nurturing, allowing your team to focus on higher-value activities. This helps accelerate the sales cycle and boosts productivity.
- Analytics and Reporting: Generate insightful reports to monitor sales and marketing performance, helping you understand trends and make informed decisions. This data-driven approach enhances strategic planning.
- Workflow Automation: Automate tasks and set triggers to improve efficiency, reducing manual work and ensuring timely actions. This ensures processes are consistent and deadlines are met.
- Third-Party Integrations: Integrates with various apps like Google Workspace and social media, streamlining your tech stack. These integrations help enhance functionality and provide a cohesive experience across tools.
Pros of Using Zoho CRM:
- Offers competitive plans suitable for small to large companies.
- Users can tailor modules, layouts, and workflows.
- Seamlessly connects with Zoho Suite and third-party applications.
- Provides actionable predictions and automation suggestions with Zia assistant.
- Mobile-friendly platform enables users to manage CRM tasks from anywhere.
Cons of Using Zoho CRM:
- Occasional systems lag with extensive data.
- Lower-tier users face slower customer support response times.
Zoho CRM Pricing:
Zoho CRM offers four pricing plans ranging from $14 to $52 per user/month, catering to businesses of all sizes with features like AI tools, customizations, and advanced analytics. Each plan is designed to meet varying needs, from basic CRM functions to enterprise-level solutions.
What Users Say About Zoho CRM?
G2 Review: “Zoho CRM helped us to manage our customers and improve sales team productivity” – Nyjil N.
Product Hunt Review: ‘I think it’s a great tool, very comprehensive, but sometimes it’s too slow for my workflow. It feels like I’m connected to the intranet.”- Florencia Migliorisi
4. Insightly
If you run a small or mid-sized business, you may find Insightly to be a helpful CRM and agency management software.
It brings together CRM, project management, and marketing automation all in one place. You can track sales, manage customer relationships, and streamline your daily workflows from a single platform.
Key features include contact management, email tracking, task management, and detailed reporting. You set up Insightly by importing your customer data and customizing the platform to match your goals.
It also integrates with popular apps, so you can easily share data and add extra functionality. Even if you have minimal technical skills, the support team is there to guide you.
One big advantage of Insightly is its built-in project management tools. These features help your team collaborate smoothly, meet deadlines, and stay on top of tasks. You also get comprehensive reports to track how well everything is going and see where you can improve.
On the other hand, Zoho CRM has an AI-Powered Sales Assistant that Insightly doesn’t offer. This assistant helps you automate tasks, rank leads by importance, and get real-time insights. It’s worth considering these differences before deciding which CRM suits you best.
Features of Insightly:
- Lead & Contact Management: Manage leads and contacts efficiently from a centralized database. Stay organized by categorizing and segmenting contacts based on specific criteria for better targeting.
- Project Management: Organize projects with tasks, milestones, and timelines. Easily collaborate with your team by tracking progress and setting deadlines to ensure timely project completion.
- Sales Automation: Automate workflows like lead assignments, follow-ups, and reminders. Save time by reducing manual tasks and improving consistency in your sales process.
- Email Tracking: Monitor client interactions through integrated email tracking tools. Gain insights into client engagement and follow up at the right time to increase conversion rates.
- Custom Dashboards: Create personalized dashboards to track KPIs in real-time. Visualize data through graphs and charts to make informed decisions quickly and easily.
Pros of Using Insightly:
- Combines project management and CRM in one platform.
- Seamless integration with Gmail, Drive, and Calendar.
- Customizable pipelines make sales management more effective.
- Strong mobile apps help managing tasks and clients on the go.
- Built-in email tracking helps maintain and monitor client communications efficiently.
Cons of Using Insightly:
- Automation capabilities are limited compared to competitors.
- Reporting features are less customizable.
Insightly Pricing:
Insightly offers three pricing plans ranging from $29 to $99 per user/month, catering to businesses of various sizes. Plans include features from basic CRM tools to advanced automation, sandboxes, and book management for larger organizations.
What Users Say About Insightly?
G2 Review: “Great and customizable – perfect for startups and orgs needing to shift how they store data” – Jen A.
“Love the reporting and Dev capability of Insightly CRM” – Jai J.
5. Podio
Podio is a platform designed to improve team collaboration and business operations. It’s suitable for businesses of all sizes and allows for customizable workspaces to manage tasks, projects, and communication in one place.
Podio’s flexible interface makes it easy for teams to tailor workflows to their specific needs, which is useful in industries like marketing, IT, and event planning.
The platform works by centralizing communication and data into customizable workspaces, where users can organize and prioritize their tasks. Teams can create apps to track work, assign responsibilities, and set deadlines.
Implementing Podio involves setting up workflows, creating business-specific apps, and integrating them with other tools. Teams can then track progress and collaborate in real-time. The platform also integrates well with various third-party services.
While Podio has strong customization and collaboration features, Insightly offers detailed project management tools that Podio lacks, helping businesses manage projects more efficiently with task management and project timelines in one place.
Features of Podio:
- Customizable Workspaces: Create and personalize project workspaces to suit business needs. Tailor views and layouts for better organization.
- Task & Project Management: Assign tasks, track deadlines, and set priorities within projects. Keep teams aligned by tracking progress and milestones.
- Automation: Automate workflows and repetitive tasks for improved efficiency. Save time by setting triggers for automatic actions.
- Collaboration Tools: Real-time communication, file sharing, and commenting for team collaboration. Foster smooth teamwork with transparent project discussions.
- Integrations: Connect with apps like Google Drive, Dropbox, and Slack. Streamline operations by syncing data across platforms for seamless workflows.
Pros of Using Podio:
- Highly customizable workspace matches business needs.
- Enables teams to communicate and share progress seamlessly.
- Combines CRM and project management in one system.
- Integration with tools like Dropbox, Google Drive, and Zapier.
- Mobile apps allow users to manage tasks and projects remotely.
Cons of Using Podio:
- Limited built-in reporting and analytics tools lack depth compared to other platforms.
- Slower response times when managing extensive data.
Podio Pricing:
Podio offers three plans: a Free plan for small teams, Plus a $11.20/month for workflow automation, and Premium at $19.20/month for advanced reporting and automation, catering to businesses of all sizes.
What Users Say About Podio?
G2 Review: “Used Podio for years- my pros and cons”- Benjamin C.
Product Hunt Review: “One of my favourite must have tools. I’ve used it in many non-for-profit orgs as an alternative to disconnected and messy spreadsheets. I’ve seen it used in Film Festivals, Vounteer Rostering and Event Planning. It can also be an awesome Intranet alternative.”- Brock
6. Monday.com
Monday.com is a work operating system that helps you and your team manage tasks, projects, and workflows in a more organized way.
It offers a visual platform that makes project management easier, no matter your industry. By keeping everything in one place, you can quickly prioritize, track, and plan each step of your projects.
You can create custom workflows that fit your specific needs. Monday.com uses visual tools like boards, timelines, and dashboards to guide you from the start of a project to the finish line. It also makes team collaboration smoother by letting you assign tasks, set deadlines, track time, and chat in real time.
Moreover, Monday.com works well with apps like Slack, Google Drive, and Microsoft Teams. By integrating these tools, you can keep your work in one spot and avoid jumping between multiple platforms.
While Monday.com excels at managing larger projects, it might not be the best fit if you need highly specialized client workflows. For instance, Podio lets you create custom apps to track unique tasks and projects—an option Monday.com does not currently offer.
Features of Monday.com:
- Customizable Workflows: Tailor project management workflows to fit unique team needs. This flexibility ensures the platform works exactly as your team requires.
- Visual Project Boards: Use colorful, intuitive boards to manage tasks and monitor progress. These boards provide clear visibility of each project’s status at a glance.
- Automation: Automate repetitive tasks to reduce manual effort. This streamlines workflows and frees up time for more strategic tasks.
- Integrations: Connect with tools like Google Drive, Slack, and Zapier for seamless workflows. This allows for easy collaboration and data synchronization across platforms.
- Collaboration Tools: Enable team communication through comments, file sharing, and notifications. These tools help keep everyone on the same page and improve real-time communication.
Pros of Using Monday.com:
- Highly visual interface for task management with customizable boards and workflows.
- Saves time by automating common processes.
- Flexible platform suitable for project management, sales, HR, and more.
- Seamless integration with Slack, Google Drive, Zoom, and others.
- Offers pre-designed templates for various use cases.
Cons of Using Monday.com:
- Costs can rise quickly as users are added.
- Essential features like time tracking require premium subscriptions.
- Some users report delays in resolving issues.
Monday.com Pricing:
Monday.com offers flexible pricing plans, including a Free plan for small teams, Basic at $9/seat/month for streamlined work management, and Pro at $19/seat/month for complex workflows, catering to teams of all sizes and needs.
What Users Say About Monday.com?
G2 Review: “Easy to use and set up.” – Cris T.
Product Hunt Review: “Most of the features and flows are highly customizable, but there were some small issues we couldn’t resolve. All in all, it’s still a great product for remote teams!” – Veronika Jelen
7. Pipedrive
Pipedrive is a CRM platform designed to help businesses manage their sales pipelines and customer relationships. It simplifies the sales process with a user-friendly interface that tracks deals from start to finish.
Sales teams, especially in small to medium-sized businesses, use it to boost productivity and improve communication.
Pipedrive works by setting up customized sales pipelines and tracking deals through each stage. It helps sales reps manage and prioritize leads, automate tasks, and keep in touch with prospects. The platform also provides reports and insights to analyze sales performance and make informed decisions.
Setting up Pipedrive involves customizing pipeline stages, integrating email, and syncing data from other tools. After setup, users can track communication, schedule follow-ups, and monitor deals in real-time.
While Pipedrive excels at managing sales pipelines, it lacks the visual project boards feature found on Monday.com. These boards provide an intuitive way to organize tasks, deadlines, and projects visually.
Features of Pipedrive:
- Visual Sales Pipeline: Track and manage leads and deals in a clear, visual format. This helps to prioritize and focus on the most promising opportunities.
- Automation: Automate repetitive tasks like follow-ups and data entry. This increases efficiency and reduces manual workload.
- Lead and Deal Management: Easily prioritize and manage leads through every stage of the sales process. Ensure no opportunities are missed, enhancing the chance of closing deals.
- Reporting and Analytics: Generate sales reports to track performance and improve strategies. Use insights to make informed decisions and optimize sales tactics.
- Integration with Apps: Sync with other tools such as Google Workspace, Slack, and Trello. Enhance productivity by connecting your favorite apps and streamlining workflows.
- Email Integration: Send and track emails directly from Pipedrive, with integrated email templates. Monitor communication and engage with clients more effectively.
Pros of Using Pipedrive:
- Customizable pipelines that adapt to unique workflows.
- Automated lead tracking and follow-up reminders.
- Integrations with popular tools like Gmail and Zapier.
- Detailed sales analytics and reporting capabilities.
- Mobile app access for on-the-go sales management.
Cons of Using Pipedrive:
- Limited email features without additional integrations.
- Reporting customization options are somewhat restricted.
- Lacks advanced marketing automation compared to competitors.
Pipedrive Pricing:
Pipedrive offers pricing plans starting with the Basic at $8/seat/month for small teams, Standard at $10/seat/month for collaboration, Pro at $16/seat/month for advanced features, and an Enterprise plan with custom pricing for large organizations.
What Users Say About Pipedrive?
G2 Review: “Good starter CRM but lacking key features for advanced workflow” – Rob T.
Product Hunt Review: “Works well for a team our size. Appreciate the visual reporting for a quick look at performance on the fly.” – Emily Hodgins
What Should You Look for in a CRM for a Digital Marketing Agency?
Selecting a CRM for a digital agency with the following features will help your agency manage clients efficiently, streamline operations, and optimize marketing strategies:
1. Client Acquisition Metrics
Monitoring client growth is crucial for identifying effective campaigns and areas needing improvement. A CRM must analyze acquisition patterns over time, enabling your team to refine outreach efforts and attract the right audience more consistently.
2. Real-Time Insights
Stay ahead of trends by accessing metrics like order volumes, upsell rates, and active pricing models. Real-time data empowers you to make informed, timely decisions to optimize offerings and stay competitive.
3. Revenue Tracking
A good CRM should provide insights into revenue generation with detailed comparisons of performance over time. It should support breakdowns by currency, helping you monitor global sales and identify areas of improvement. Such tracking ensures you stay on top of financial trends and optimize revenue strategies.
4. Centralized Dashboard
Managing services, client interactions, and updates from a single dashboard saves time and reduces errors. A centralized platform provides powerful search, filtering, and sorting tools for effortless control of your agency’s operations.
5. Order Volume Monitoring
Efficient resource allocation relies on understanding new order trends. The CRM should help you track order volumes and patterns, ensuring smooth operations and reducing the chances of delays or resource mismanagement.
6. Recent Orders
Maintain a clear view of project progress with details like order ID, client name, service, and status. This ensures you stay organized and on top of each project, leading to timely delivery and client satisfaction.
So, What’s The Best CRM for a Digital Marketing Agency?
If you run a digital marketing agency, Agency Handy is the best CRM choice for managing your clients and keeping your projects on track. It offers tools like customizable intake forms, smooth onboarding, and task management to help you work smarter, not harder.
With tools like Kanban boards and task tracking, you can organize your workflows and meet deadlines without stress. And another good feature is its customizable forms. You can use these forms to collect the right client details, set clear expectations, and even upsell your services.
While CRMs like HubSpot and Zoho CRM are popular and have a lot to offer, Agency Handy is built specifically for digital marketing agencies like yours. It fits your industry’s unique needs by helping you manage campaigns, communicate with clients, and stay organized all in one place.
Conclusion
Choosing the right CRM for your digital marketing agency takes careful consideration. Focus on features like multi channel communication, real-time analytics, automation, and integration with other tools to meet your agency’s needs.
Also, think about ease of use, scalability, and customer support. The right CRM should help you work more efficiently and keep your clients happy.
Take your time to explore options and find the one that fits your business best.
Frequently Asked Questions (FAQs)
Which CRM is best for managing client campaigns?
Platforms like Agency Handy, Monday.com, and Zoho CRM excel in campaign management with features like task automation, progress tracking, and client communication tools.
Can a CRM for Digital Marketing Agency help with sales and marketing automation?
Yes, CRM platforms help automate sales and marketing tasks such as lead nurturing, follow-ups, email campaigns, and reporting. This saves time, improves efficiency, and ensures consistent client outreach.
Can a CRM improve client retention?
Yes. By improving communication, organization, and service delivery, a CRM can boost client satisfaction and loyalty.
