Best CRM for Digital Marketing Agencies
Featured Tools
Prominent CRM for Digital Marketing Agencies
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![agency-management-software-bonsai]()
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.
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Copper
Copper CRM helps agencies connect with leads, win deals, deliver projects and create repeat clients.
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HubSpot CRM
HubSpot CRM is a leading growth platform with thousands of customers around the world. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to grow better.
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Pipedrive
Pipedrive is the first CRM platform developed from the salesperson’s point of view. Pipedrive engineers developed a platform that helps salespeople and teams focus on learning and repeating their most effective process to close deals.
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Salesforce CRM
Salesforce is the Customer Success Platform. The social and mobile cloud technologies—including flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways.
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monday.com CRM
The flexible CRM platform that's quick to set up and easy to use. Whether you're tracking leads, managing sales pipelines, or onboarding customers, monday.com is fully customizable so that your team can get started instantly.
DAN Member Tools
in CRM for Digital Marketing Agencies
Advisr
Advisr helps Agencies become more efficient and effective in their media planning and sales engagements. In just minutes, the technology recommends the right data-driven product mix for every campaign, enabling you to capture more revenue and increase share of wallet.
$1,000 month - Request for a demo 
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.
$14 - $52 
Copper
Copper CRM helps agencies connect with leads, win deals, deliver projects and create repeat clients.
$9 - $99 Free Listing Tools
in CRM for Digital Marketing Agencies
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![agency-management-software-bonsai]()
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.
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![officeclip-project-management-tools]()
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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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
Stress-free sales and marketing. Meet the all-in-one CRM that helps B2B teams close more deals.
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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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![hubspot-crm-tool]()
HubSpot CRM
HubSpot CRM is a leading growth platform with thousands of customers around the world. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to grow better.
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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
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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Vendasta
Vendasta is the all-in-one platform for companies selling to local businesses. Find digital products to market, sell, bill, and fulfill under your brand with AI-powered tools to help you do it at scale.
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WorkOtter
WorkOtter for SaaS project, resource, and portfolio management (PPM). WorkOtter's simple, sensible, and supportable solution combined with their "Magic Dashboards" make PMOs look brilliant.
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![mondaycrm-crm-software]()
monday.com CRM
The flexible CRM platform that's quick to set up and easy to use. Whether you're tracking leads, managing sales pipelines, or onboarding customers, monday.com is fully customizable so that your team can get started instantly.
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![convergehub-crm-tool]()
ConvergeHub
ConvergeHub is a powerful CRM that transforms the way small and medium businesses drive revenue growth.
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![spinoffice-crm-crm-tool]()
SpinOffice CRM
Create a central database for all your customer-related information. SpinOffice is user-friendly, safe and always accessible for you and your team.
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![oncourse-crm-crm-tool]()
OnCourse CRM
OnCourse has built-in email marketing, SMS sequencing, task management, phone dialer and CRM united in a single experience to materially enhance sales productivity.
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Funnel CRM
Funnel is a beautiful and intuitive CRM designed for growing businesses to manage their sales workflows and lead tracking.
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![sellsy-crm-tool]()
Sellsy
Develop your business with Sellsy with the CRM, invoicing and accounting software. Sellsy eliminates administrative complexity with an online solution that automates your sales cycle.
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Maximizer CRM
Maximizer CRM is the easy-to-use, fully customizable platform to manage customer details, track new opportunities, and scale sustainably.
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Method:CRM
Method:CRM is a fully customizable drag-and-drop platform. No coding required! That means you get a system that’s just right for the way you get your work done.
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NetHunt CRM
NetHunt CRM is a full-featured CRM right next to your emails. Everything you need is available in the Gmail inbox: customer profiles, deals and opportunities, team collaboration, email tracking, bulk email campaigns, and more.
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![streak-crm-tool]()
Streak
Streak is a CRM software built entirely within your Gmail. Whether you want to close more deals, manage partnerships, or track support issues, Streak helps you focus on what matters most to your business without ever leaving your inbox.
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![soffront-crm-tool]()
Soffront
Soffront is a CRM and marketing platform and services. Soffront helps thousands of businesses establish their brand, generate more leads, and close more sales.
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![creamsoda-crm-tool]()
CreamSoda
CreamSoda is an easy-to-use CRM solution that helps you to buy products cheaper than your competition and keeps your sales team focused on sales. Their aim is to help you improve your relationship with important customers and keep you selling.
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Glue Up
Glue Up is an all-in-one CRM platform that helps you build and grow your community through events, memberships and other digital tools.
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Snov.io
Snov.io is an outreach automation platform for marketers and sales offering a variety of tools for lead generation, email verification, email sending, and email tracking.
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NetSuite CRM
NetSuite CRM provides a seamless flow of information across the entire customer life cycle from lead all the way through opportunity, sales order, fulfilment, renewal, upsell, cross-sell and support.
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Snapforce CRM
Snapforce CRM helps businesses solve real-world problems with their suite of enterprise-level cloud applications. Economically priced, and recognized as the CRM of choice for small to medium-size businesses.
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Efficy
Efficy CRM adapts to your needs and not the other way around. Efficy CRM enables you to grow and develop your business activity in a very structured way.
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TeamGram
TeamGram is the intuitive CRM & Sales Management tool for small & medium-sized businesses. Use TeamGram to boost your sales and manage your sales pipeline, keep track of your customer interactions.
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1CRM
1CRM is a small&medium sized business system that extends CRM into broader business management. 1CRM offers order management, project management, expense reporting, timesheets and more.
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Livespace
Livespace is an intuitive and adaptable, cloud-based CRM platform that built for streamlining your sales process, set goals, and keep all your customer information up to date.
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![workbooks-crm-tool]()
Workbooks
Workbooks provides an affordable, feature-rich and cloud-based CRM solution that enables small and mid-market organisations to efficiently acquire, convert and retain customers.
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![intouch-crm-tool]()
InTouchCRM
InTouchCRM provides sales and marketing software that helps forward-thinking small businesses convert their prospects into customers and turn their customers into referrers.
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![onepagecrm-crm-tool]()
OnePageCRM
OnePageCRM is an action-focused CRM software for small business. It's a robust, efficient and clean CRM built for sales teams tired of bloated sales software.
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Really Simple Systems CRM
Really Simple Systems is the super-easy CRM that your team will love and use, helping you organize your sales and streamline your processes.
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![act!-crm-tool]()
Act!
Act! delivers modern and innovative software and provides solutions that drive customer acquisition and retention for small businesses.
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![vtiger-crm-tool]()
Vtiger
Vtiger is a leading Cloud CRM solution that helps businesses to drive their core sales, marketing and support functions.
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OnContact CRM
OnContact CRM delivers the power to cultivate and grow outstanding relationships. From lead generation to nurturing prospects to managing your pipeline, OnContact supports your sales staff throughout every phase of your sales cycle.
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![salesnexus-crm-crm-tool]()
SalesNexus CRM
SalesNexus is a comprehensive solution for CRM, Marketing/Email Automation and Lead Generation for companies of any size. SalesNexus is easy to tailor to your unique business processes.
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Claritysoft
Claritysoft provides simple CRM software that helps your business grow more efficiently. With Claritysoft CRM, you can bring together your customer information in one place and leverage that data to market, sell and support your customers more effectively.
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.
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.
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.
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.
Digital marketing agencies should seek CRM tools with:
Lead Management: Capturing, scoring, and tracking leads throughout the sales funnel.
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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