Prominent CRM for Digital Marketing
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![hubspot-content-marketing-tool]()
HubSpot
HubSpot is a leading CRM platform that provides software and support to help businesses grow better. Their platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth.Features- List segmentation
- HubSpot mobile app
- Ad retargeting
- Email marketing
- Reporting dashboard
- Email automation
- Email reply tracking
- Custom user permissions
- Live chat
- Website traffic analytics
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Bonsai
Bonsai is a unified agency project management tool, simplifying project, client, resource and financial management. Designed to streamline workflows, foster collaboration, keep teams organized and increase agency profitability.Features- CRM
- Contracts, Proposals, Scheduling
- Client Forms and Surveys
- Time Tracking and Billing
- Task Management
- Project Management
- Reporting, Invoicing, File Sharing
- Client Portal
- Online Payments, Bookkeeping, Taxes, Banking
- Free Document Templates
- Income and Expense Management
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Productive
Productive is an end-to-end platform for agency management. Our tool’s main objective is to provide agencies and service providers with a complete and real-time overview of their business.Features- Budgeting
- Project Management
- Billing
- Sales
- Resource Planning
- Reporting
- Budget Management
- Real-Time Profitability Reporting
- Time and Expenses Tracking
- Time and Expenses Approvals
- Project Templates
- Tasks Progress Tracking
- Invoicing
- Multiple Subsidiaries
- Multiple Currencies
- Accounting Tools Integrations
- Sales Funnel
- Revenue Forecasting
- Quotes Builder
- Job Scheduling
- Vacation & Time off Approval
- Utilization Reports
in CRM for Digital Marketing
Simvoly
- Website Builders
- Digital Marketing Tools
- Email Marketing Tools
- Marketing Automation Tools
- Digital Sales Tools
- AI Tools
- AI Design Tools
- AI Content Tools
- AI Marketing Tools
- Website Builders
- Digital Marketing Tools
- Email Marketing Tools
- Marketing Automation Tools
- Digital Sales Tools
- AI Tools
- AI Design Tools
- AI Content Tools
- AI Marketing Tools
- Drag & Drop page builder
- Community Builder
- Funnel Builder
- Marketing Campaigns & Automations
- A/B Testing
- White Label
- Drip of Content
- Access Levels
- Video Hosting
- Video Analytics
- Sales Funnels
- Subscription Management
- Content Tracking
- Content Management System
- Video Overlays
- Discussion Boards
- Walls & Forums
- Quizzes & Surveys
- Segmentation
- Popup Builder
Flowlu
- Agency Management Software
- CRM for Digital Marketing
- Project Management Tools
- Resource Management Software
- Digital Sales Tools
- Agency Management Software
- CRM for Digital Marketing
- Project Management Tools
- Resource Management Software
- Digital Sales Tools
- Project Management
- CRM
- Task Management
- Invoicing
- Issue Tracker
- Client Portal
- Attendance Tracking
- Knowledge Base
- Document Builder
- Workflow Automation
Copper
- Digital Marketing Tools
- Marketing Automation Tools
- Team Management Software
- CRM for Digital Marketing
- Project Management Tools
- AI Tools
- AI Sales Tools
- Digital Marketing Tools
- Marketing Automation Tools
- Team Management Software
- CRM for Digital Marketing
- Project Management Tools
- AI Tools
- AI Sales Tools
- +14 days
- Contact & Account Management
- Customer Contract Management
- Lead Management
- Opportunity & Pipeline Management
- Sales Management
- Reporting & Insights
- Email Marketing & Management
- Task Management
Productive
- Agency Management Software
- Remote Collaboration Tools
- CRM for Digital Marketing
- Project Management Tools
- Resource Management Software
- Digital Marketing Tools
- Marketing Reporting Tools
- Digital Sales Tools
- AI Tools
- AI Marketing Tools
- Agency Management Software
- Remote Collaboration Tools
- CRM for Digital Marketing
- Project Management Tools
- Resource Management Software
- Digital Marketing Tools
- Marketing Reporting Tools
- Digital Sales Tools
- AI Tools
- AI Marketing Tools
- +14 days
- Budgeting
- Project Management
- Billing
- Sales
- Resource Planning
- Reporting
- Budget Management
- Real-Time Profitability Reporting
- Time and Expenses Tracking
- Time and Expenses Approvals
- Project Templates
- Tasks Progress Tracking
- Invoicing
- Multiple Subsidiaries
- Multiple Currencies
- Accounting Tools Integrations
- Sales Funnel
- Revenue Forecasting
- Quotes Builder
- Job Scheduling
- Vacation & Time off Approval
- Utilization Reports
Bonsai
- Agency Management Software
- CRM for Digital Marketing
- Project Management Tools
- Digital Sales Tools
- Accounting Software
- Agency Management Software
- CRM for Digital Marketing
- Project Management Tools
- Digital Sales Tools
- Accounting Software
- +7 days
- CRM
- Contracts, Proposals, Scheduling
- Client Forms and Surveys
- Time Tracking and Billing
- Task Management
- Project Management
- Reporting, Invoicing, File Sharing
- Client Portal
- Online Payments, Bookkeeping, Taxes, Banking
- Free Document Templates
- Income and Expense Management
Best Team Management Software by Category
Explore the top Team Management Software, compare features and pricing, and find the right software for your needs
in CRM for Digital Marketing
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Reasonyx
Reasonyx is a no-code AI workflow automation platform designed for business and growth teams to streamline data-driven tasks without writing code.
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![coagency-crm-tools]()
co.agency
Built by people who have had the same headaches as you, co.agency comes with features to soothe the age-old problems experienced by agencies everywhere.
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![kylas-crm-tools-for-agencies]()
Kylas
Kylas Sales CRM is a powerful tool designed to streamline sales tracking by organizing and centralizing customer information, interactions, and sales opportunities.
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OfficeClip
OfficeClip is an all-in-one solution software that can manage and organize your customer database with the Contact manager, track projects and employees time with Timesheet, and manage customer complaints or issues with Issue Tracker.
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![firmaocrm-crm-tools]()
Firmao CRM
Firmao CRM offers a centralized platform for managing customer data effectively. From contact information to communication history to sales deals, all relevant customer information is stored and organized in one place.
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![nutshell-crm-tools]()
Nutshell
Stress-free sales and marketing. Meet the all-in-one CRM that helps B2B teams close more deals.
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![folk-crm-software]()
folk
folk is the all-in-one CRM. Centralize all the relationships that matter for your organization and customize it to the adapted workflow: from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more.
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![clientjoy-crm-tool]()
Clientjoy
Clientjoy is all in one CRM wherein you can manage leads, proposals, invoicing, payment and much more under a single roof.
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![onpipeline-crm-crm-tool]()
Onpipeline CRM
Onpipeline is a CRM software that helps acquire customers and manage sales processes easily. Improve your sales and marketing by customizing your database and segmenting your customers.
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![salesmate-crm-tool]()
Salesmate
Salesmate CRM is a single platform that you will need to deliver personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce.
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![zohocrm-crm-tool]()
Zoho CRM
Zoho CRM is an online cloud-based customer relationship management tool. It enables businesses to handle their processes seamlessly from within a single platform. Improve customer retention with AI-Powered sales analytics and omnichannel communication tools.
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![hubspot-content-marketing-tool]()
HubSpot
HubSpot is a leading CRM platform that provides software and support to help businesses grow better. Their platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth.
How to Choose the Best CRM Tools?
Customers are the lifeline of your business. You would be nothing without them. Needless to say, managing relationships with your customers is imperative for customer satisfaction. Not only does this facilitate customer retention, but it also fosters customer loyalty. CRM for marketing agency will be the best solution for you business to grow.
Customer relationship management (CRM) encompasses all activities, strategies, and technologies that help to manage and build relationships with current and potential customers and collect customer data. However, it also plays a vital role in the management of both the external and internal relationships of your business. Therefore, it has a considerable impact on revenue and saving time.
A CRM tool can help collect and organize customer data about all your customers. More importantly, it will allow you to communicate with customers in a scalable way. And since information about customers is readily available to all departments of your business, team members can handle them better, offering an improved experience and greater satisfaction. More importantly, with easier access to customer data, employees are more productive. You may also utilize CRM tools for free. In addition, there are various types of CRM for marketing agency, customer journey & service, and sales.
But there is a variety of CRM software, each offering a vast number of features. While some can help you identify sales opportunities and manage marketing campaigns, others can aid in developing customer acquisition and retention strategies. And with more leads, there is a greater chance for your business to grow.
So the right CRM software can allow you to remain competitive in today’s fierce eCommerce arena. The solution now lies in selecting the right CRM tool to carry your business to greater heights. Before you decide to invest in a platform, you need to do your research. Look at features that will help you to achieve your business goals. Moreover, the software should be easy to use and integrate.
Key Criteria to Evaluate CRM Tools
Trial Offers
Inquire about access to a product demonstration. As you use the demo, explore all the features and everything that the platform has to offer. This is your opportunity to test the system and identify its strengths and weaknesses for your business’s needs with free trial.
Usage Integration
Any technology on its own cannot benefit your business in the long run. It must collaborate with other tools as well. Therefore, you need to ensure that the CRM system you choose can interface with other applications you already have in place.
User Experience
Make sure to engage your sales team in your selection process to get their buy-in and keep them involved all the way through the process. This will help employees feel less intimidated by the new system. Moreover, they should be able to maintain customer records of conversations, purchases, preferences, etc. effortlessly.
Flexibility
CRM needs to be part of your marketing strategy. Therefore it’s essential that your CRM tool is flexible enough to handle your business operations. More importantly, you want a CRM system that will grow with your business and adapt to your changing needs without having to be constantly replaced.
Implementation
CRM can be implemented through various methods such as websites, social media, telephone calls, chat, mail, email, and other marketing materials. Learn which implementation processes align with your objectives. Be aware of external implementation costs as well as costs associated with educating your team and uploading consumer records into the new platform.
Features
Since most salespeople are early adopters of technology, they remain current with new technology. So you want a software that offers a variety of features and is regularly updated. Also, search for a tool that can be accessed using a variety of web-enabled devices.
CRM for Digital Marketing Agencies: FAQs
What Does a CRM Tool Do?
A CRM (Customer Relationship Management) tool helps businesses manage interactions with prospects and clients. For digital marketing agencies, CRMs collect and store client contact details, track communication histories, and organize client accounts. Advanced CRM tools, like HubSpot or Salesforce, also offer analytics, task automation, and pipeline management features that allow agencies to streamline sales and marketing efforts.
What Are CRM Tools Used for?
CRM tools are used to centralize client data, streamline workflows, and improve team collaboration. For agencies, CRMs track leads from initial contact to conversion, provide insights into customer behavior, and help tailor marketing campaigns. They’re essential for managing client communication, automating follow-ups, and monitoring key performance metrics. Many CRMs also support contract management, invoicing, and reporting features make them crucial part for scaling client operations efficiently.
How Can Companies Use CRM Tools for Lead Generation?
CRM tools assist in lead generation by integrating with marketing automation platforms to capture and nurture leads. Features such as lead scoring and segmentation allow agencies to prioritize high-value prospects. CRM tools like Zoho CRM or Pipedrive offer form builders and landing page integrations, enabling seamless data collection. They also track website visits, email opens, and campaign interactions, providing actionable insights to refine targeting strategies. By combining CRM tools with personalized outreach, agencies can build trust and convert more leads into long-term clients.
What CRM Features Are Essential for Digital Marketing Agencies?
Digital marketing agencies should seek CRM tools with:
Lead Management: Capturing, scoring, and tracking leads throughout the sales funnel.
- Marketing Automation: Email campaigns, landing pages, and workflow automation.
- Integration Options: Seamless connectivity with project management tools, analytics platforms, and ad management software.
- Customizable Dashboards: To track KPIs like campaign ROI, lead conversion rates, and client retention metrics.
- Collaboration Features: Shared calendars, task assignments, and team chat options.
- Mobile Accessibility: Ensuring teams can access client data on the go. These features help agencies optimize client acquisition and retention while maximizing productivity.
How Do CRM Tools Help with Client Retention?
CRM tools improve client retention by providing personalized and proactive communication. CRMs provide insights into client preferences and pain points by tracking client interactions to enable agencies to tailor solutions. Automated reminders for follow-ups and project milestones ensure timely communication, while built-in analytics highlight areas for improvement. Tools like HubSpot or Zoho CRM also offer customer satisfaction surveys in order to help agencies gather feedback to enhance service quality. Ultimately, CRMs build trust and loyalty by ensuring clients feel valued and understood.
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