Leading CRM for Marketing Agency
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Automate Pathway to Success
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Reduce Repetitive Tasks: Save Time & Money
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Versatile Project Scheduling and Planning
Choose Your Pricing Plan
- Unlimited Projects & Tasks
- Unlimited Contacts
- Invoicing & Online Payments
- Expense Tracking
- 1 Project Template
- 1 Knowledge Base
billed yearly per team / month
billed monthly
- All features from Free plan, plus:
- Client Portal
- 3 Project Templates
- 2 Knowledge Bases
- Task Automation
- API and Webhooks
- Email Integration
- Time Tracking
- CRM Automation
billed yearly per team / month
billed monthly
- All features from Team plan, plus:
- Custom Fields
- Time Billing
- Task Automation
- Click & Open Tracking for Email
- Telephony Integration
- Mailchimp Integration
- Advanced Reports
billed yearly per team / month
billed monthly
- All features from Business plan, plus:
- 20 Project Templates
- Unlimited Knowledge Bases
- Change History
- Advanced Reports
- Custom Logo
- Report: Project Cash Flow Forecast
- Additional Transactions Reports
- External User Roles
- User Roles
billed yearly per team / month
billed monthly
- All features from Professional plan, plus:
- Formula Fields
- Custom Domain
- Unlimited External Users
- IP Whitelist
CRM software stores all your client interactions and relationships in one place. This means marketers can easily find what they need, so every customer interaction is meaningful and backed up by data. With all client info at their fingertips, teams can develop creative content that aligns with clients’ preferences.
Yes, digital marketing agency CRM helps to manage customer relationships and data. They allow marketers to do personalized marketing, customer segmentation and campaign management, and more importantly, give insights that make marketing strategy work.
Don’t lose sight of the relationship. CRM software empowers marketing teams to build customer loyalty. These systems organize prospects and clients, track activity and goals, and give you a snapshot to keep in line with the business plan.
A marketing list in CRM is a subset of your contacts or leads you want to talk to. They all have something in common - maybe they all work in IT companies or maybe they are small to medium startups in a particular US state.
There are three types of CRM software in marketing: Analytical CRMs rely on data as the platform’s foundation, Operational CRMs automate workloads and streamline management, and Collaborative CRMs dismantle organizational silos.
Marketing management software with automation can auto subscribe contacts to the most relevant lists in your sales funnel. Good for marketers who want to promote certain offers to specific audiences.
There are five stages in the CRM cycle:
- Establish brand awareness
- Acquire potential clients
- Convert leads to customers
- Deliver excellent customer service
- Maintain loyalty and drive upsells
P1 - Product
P2 - Price
P3 - Place
P4 - Promotion
P5 - People
P6 - Process
P7 - Physical evidence
CRM software helps manage contacts within a business so marketing and sales teams can work together, target their communications and meet deadlines. Good CRM tools have third party data integrations so all the data is up to date and ready for management to use.