For digital marketing agencies aiming to streamline workflows, enhance client interactions, and drive revenue growth, the selection of a CRM tailored to their unique needs is of unparalleled importance.
In this article, we will take a look at the best CRM for digital marketing agencies that empower them to forge stronger connections with clients, automate repetitive tasks, and ultimately, elevate their overall operational efficiency.
Best CRM for Digital Marketing Agency [Free and Paid]
Below are some of the best CRM for digital marketing agency that you should consider
GoHighLevel stands out as the best CRM solution for digital marketing agencies, offering an all-encompassing platform tailored by and for marketing agencies of every scale.
This comprehensive CRM tool consolidates the essential functionalities needed by agencies for lead acquisition, nurturing, and conversion, all seamlessly integrated under one roof.
GoHighLevel further distinguishes itself by extending a white-label CRM reseller service, allowing digital marketing agencies to infuse their branding into the entire platform, ultimately reselling the software to clients with the added advantage of retaining 100% of the profits.
This white-label capability empowers agencies to deliver top-tier CRM services under their branding or adopt a SaaS (Software as a Service) model, setting their preferred pricing and establishing a consistent source of monthly recurring income from their clientele.
- CRM: A comprehensive Customer Relationship Management system facilitates efficient management of leads, deals, and customer interactions within a centralized platform.
- Landing Page & Sales Funnel: Utilize an intuitive drag-and-drop builder to swiftly create captivating landing pages and sales funnels, effectively driving conversions and engaging the target audience.
- Lead Capture Forms: Craft customized lead capture forms, easily embeddable on websites or shareable across social media platforms, streamlining the lead generation process.
- Appointment Scheduling: Built-in scheduling system for seamless appointment management with leads and clients, streamlining the booking process.
- SMS Marketing: Leverage SMS marketing for highly effective engagement with leads and customers, fostering relationships and boosting conversions.
- Email Marketing: A robust email marketing system enables the creation and delivery of personalized email campaigns, enhancing engagement and conversion rates.
- White Label: Flexible white-labelling options allow agencies to rebrand and resell the software at their chosen price point, retaining the entirety of the profit.
- Sales Pipeline Management: Effectively manage the agency’s sales pipeline, incorporating lead tracking, deal management, and detailed reporting for informed decision-making.
- Integrations: Seamless integration with popular tools such as Zapier, Facebook, and Google enhances functionality and compatibility within existing software stacks.
GoHighLevel Pricing Plans
- Agency Starter: Priced at $97 per month, this plan includes core features but is limited to a single user account.
- Agency Unlimited: Priced at $297 per month, this plan encompasses all standard features with the added benefit of an unlimited user account.
- Agency Pro (SaaS pricing): At $497 per month, this plan includes all Unlimited plan features, with additional advantages of white labelling and SaaS Mode functionality.
Read Also: How To Earn Money on GoHighLevel
Monday.com presents itself as a versatile and cost-effective solution, seamlessly integrating CRM, project management, and team collaboration functionalities.
This visually intuitive platform provides users with the essential tools to efficiently organize tasks, projects, and workflows.
It serves as an optimal CRM software choice for digital marketing agencies seeking to streamline project management and workflow automation within budgetary constraints.
- Task Management: Monday.com empowers businesses to create, assign, and track tasks among team members while comprehensively monitoring progress.
- Project Management: The platform facilitates effective project management, covering critical aspects such as timelines, budgets, and resource allocation.
- Team Collaboration: Businesses can foster seamless collaboration among team members through features like chat, comments, and file sharing.
- Customizable Templates: Offering a diverse array of customizable templates tailored to various use cases, Monday.com accommodates requirements spanning project management, CRM, and more.
- Reporting and Analytics: The platform provides a robust reporting system, enabling businesses to monitor performance and derive insights for data-informed decision-making.
- Integrations: It offers seamless integration capabilities with other prominent tools, including Zapier, Trello, and Slack, enhancing overall workflow efficiency.
- Basic: Available at $10 per user per month.
- Standard: Priced at $14 per user per month.
- Pro: Offered at $16 per user per month.
- Enterprise: Tailored pricing options are available for businesses with specific needs and requirements.
Keap offers a user-friendly Customer Relationship Management (CRM) and marketing automation software tailored specifically for the needs of small businesses.
This versatile platform provides an array of tools to streamline tasks, including creating compelling landing pages, nurturing leads, managing customer relationships, and automating the entire marketing workflow.
This allows businesses to focus on their growth strategies without the burden of time-consuming processes.
- CRM: Keap’s CRM tool empowers efficient contact management, tracking customer interactions, and audience segmentation.
- Contact Management: Comprehensive tracking of customer interactions, notes, and relevant information consolidated in one centralized repository.
- Email Marketing: Design and dispatch professional-grade emails to your contact list.
- Marketing Automation: Automate repetitive tasks, facilitating streamlined lead nurturing processes.
- Sales Funnels: Facilitate creating and monitoring sales funnels to guide leads seamlessly through the sales journey.
- Appointments: Provide a mechanism for scheduling appointments with customers and sending timely reminders.
- E-commerce: Seamlessly integrate with e-commerce platforms like Shopify and WooCommerce, simplifying the management of online sales.
- Reports & Analytics: Equip users with valuable insights into the performance of marketing and sales campaigns.
- Keap Pro: $129 per month
- Keap Max: $199 per month
- Max Classic: Pricing details not specified
Zoho, a comprehensive suite of business software, incorporates a robust CRM tool among its array of offerings.
With features encompassing contact management, sales automation, and marketing automation, Zoho streamlines marketing and facilitates efficient sales closure.
- CRM: Zoho boasts a powerful CRM system that empowers businesses to effectively manage their sales pipeline and foster enduring customer relationships.
- Project Management: Zoho includes a versatile project management tool, enabling businesses to navigate projects with ease, handling timelines, budgets, and resource allocation.
- Email Marketing: Businesses harness the potential of Zoho’s formidable email marketing system to craft and send email marketing campaigns to their leads and customers.
- Social Media Marketing: Zoho facilitates the management of social media accounts, encompassing tasks such as posting updates and monitoring mentions.
- Lead Generation: Zoho provides lead generation tools, featuring web forms and landing pages, to facilitate efficient lead capture.
- Sales Pipeline Management: Businesses can efficiently oversee their sales pipeline, incorporating lead tracking, deal management, and comprehensive reporting.
- Reporting and Analytics: Zoho’s robust reporting and analytics system empowers businesses to meticulously track performance and glean insights for data-driven decisions.
- Integrations: Zoho seamlessly integrates with various popular tools, including Google, Zapier, and Mailchimp, enhancing overall functionality.
- Free: This plan encompasses basic features such as email and document management, designed for up to 3 users.
- Standard: Starting at $12 per user per month, the Standard plan includes additional features like finance management and CRM integration.
- Professional: Priced from $20 per user per month, the Professional plan encompasses all the features from the Standard tier, with additional offerings such as marketing automation and project management.
- Enterprise: Available from $35 per user per month, the Enterprise plan encompasses all features from the Professional tier, offering advanced analytics and access to a dedicated account manager.
Bitrix24, a versatile CRM software, goes beyond customer relationship management to encompass project management, team collaboration, and customer support.
- CRM: Bitrix24 empowers businesses with a potent CRM system, enabling them to manage their sales pipeline and nurture valuable customer relationships effectively.
- Project Management: With a comprehensive project management tool, Bitrix24 facilitates efficient project oversight, encompassing aspects like timelines, budgets, and resource allocation.
- Social Media Marketing: Bitrix24 offers the means to manage social media accounts comprehensively. Businesses can efficiently handle tasks such as posting updates and monitoring mentions.
- Reporting and Analytics: The software boasts a robust reporting and analytics system, providing businesses with the tools to track performance and make informed, data-driven decisions.
- Integrations: Bitrix24 seamlessly integrates with various popular tools, including Google, Zapier, and Mailchimp, enhancing overall functionality.
- Free: Designed for up to 12 users, this plan offers limited features.
- Plus: At $19 per user per month, the Plus plan unlocks more advanced features, and expanding functionality.
- Standard: Priced at $99 per month, the Standard plan provides access to the full suite of features, offering comprehensive CRM capabilities for businesses.
Pipedrive, a CRM software tailored to the needs of sales teams, provides a host of features that streamline sales processes, including contact management, sales pipeline management, and deal tracking.
The platform also boasts seamless integration with other essential tools such as email marketing and social media platforms.
Key Features of Pipedrive
- Sales Pipeline Management: Pipedrive equips businesses with a robust tool for managing their sales pipelines, enabling comprehensive control over the entire sales process. This includes efficient lead tracking and deal management.
- Email Integration: Integration with popular email systems like Gmail and Outlook allows businesses to seamlessly manage their email communications within the platform, enhancing workflow efficiency.
- Customizable Pipelines: Pipedrive offers businesses the flexibility to customize their sales pipelines, aligning them with their unique sales processes.
- Lead Management: The platform provides lead management tools that assist businesses in tracking and efficiently managing their leads throughout the sales cycle.
- Reporting and Analytics: Pipedrive’s powerful reporting and analytics system empowers businesses to monitor performance and make well-informed, data-driven decisions.
- Mobile App: With a dedicated mobile app available for iOS and Android, Pipedrive enables businesses to manage their sales pipelines on the go, ensuring flexibility and accessibility.
- Integrations: Pipedrive seamlessly integrates with a range of popular tools, including Google, Slack, and Mailchimp, enhancing overall functionality.
- Essentials: Starting at $9.90 per user per month.
- Advanced: Beginning at $19.90 per user per month.
- Professional: Priced from $39.90 per user per month.
- Enterprise: Starting at $59.90 per user per month
HubSpot is an all-in-one CRM for digital marketing software that integrates marketing, sales, and customer service tools, specifically designed to aid advertising agencies in their journey from attracting potential customers to converting them into loyal clients.
The platform offers a range of features to empower marketing agencies in managing campaigns, automating sales processes, and delivering top-tier customer service.
- Marketing Automation: HubSpot provides a suite of marketing automation tools, streamlining marketing efforts through email marketing, social media scheduling, and lead generation capabilities.
- Sales Automation: Businesses can automate sales processes, lead tracking, and deal closure using HubSpot’s sales automation features, including sales tracking, lead management, and comprehensive sales analytics.
- Customer Service Automation: Elevate customer service with automated support processes, featuring ticket tracking, live chat, and customer feedback tools.
- Landing Page Builder: Effortlessly create customized, conversion-optimized landing pages with HubSpot’s landing page builder. It includes a selection of customizable templates, intuitive drag-and-drop functionality, and A/B testing capabilities for crafting high-performing landing pages that drive results.
- Social Media Management: Streamline your social media presence by scheduling and publishing posts on platforms like Facebook, Twitter, and LinkedIn. HubSpot’s social media management tool also provides robust analytics and reporting features, enabling users to monitor their social media performance and refine their strategies over time.
- Free: $0 per month
- Starter: $30 per month
- Professional: $1,600 per month
Vendasta stands out as another exceptional CRM tailored for marketing agencies. It presents a comprehensive suite of tools and services crafted to support agencies in cultivating and managing their online presence.
Notably, Vendasta’s B2B focus shines through as it offers a white-label solution, allowing clients to rebrand the platform under their name.
Beyond its core functionalities, Vendasta excels in providing robust reporting and analytics tools, empowering businesses to assess performance and gain insights that drive data-centric decision-making.
- Reputation Management: Effectively monitor and enhance online reputation across various review sites.
- Local SEO: Optimize websites and online listings for improved visibility in local searches.
- Social Media Management: Enable businesses to efficiently handle and distribute content across diverse social media platforms.
- Website Builder: Empower businesses to craft and design professional-grade websites.
- Email Marketing: A comprehensive email marketing system for promoting business and services.
- Reporting & Analytics: Delivering detailed insights into online presence and performance.
- Lead Generation: A suite of tools, including forms and landing pages, aimed at generating leads.
- Essentials: $359 per month
- Professional: $749 per month
- Premium: $1,579 per month
- Custom: $3,099 per month
ActiveCampaign stands as a distinguished marketing automation and CRM platform, serving as a valuable asset for agencies aiming to streamline their marketing and sales initiatives.
This versatile platform provides an extensive array of tools, including email marketing, SMS marketing, marketing automation, and more, designed to empower businesses in their client engagement strategies.
- Email Marketing: ActiveCampaign boasts a robust email marketing system that enables businesses to create and send personalized email campaigns to their leads and customers.
- SMS Marketing: The platform facilitates the sending of SMS messages to leads and customers, providing an exceptionally effective means of engagement.
- Marketing Automation: Businesses can effortlessly automate their marketing tasks, encompassing lead nurturing, segmentation, and various other processes.
- Deal Management: ActiveCampaign offers a comprehensive solution for managing the sales pipeline, including lead tracking, deal management, and detailed reporting.
- Reporting and Analytics: Equipped with a powerful reporting and analytics system, ActiveCampaign empowers businesses to monitor performance and make well-informed, data-driven decisions.
- Integrations: ActiveCampaign provides seamless integrations with other prominent tools, including Shopify, Salesforce, and Zapier, ensuring a versatile and efficient workflow.
- Lite: Priced at $9 per month, this plan includes fundamental features.
- Plus: For $49 per month, users gain access to more advanced features.
- Professional: Priced at $129 per month, this comprehensive plan encompasses the entire suite of features.
Key Features of Marketing Agencies CRM
When choosing a CRM for marketing agencies, it is essential to emphasize the following key features:
1. Automated Email Campaigns: A robust marketing agency CRM should support automated email campaigns, facilitating personalized communication with prospects and clients based on their interactions with your business.
2. Shared Team Inbox: Streamline customer communication by utilizing shared team inbox software. This feature consolidates customer interactions, allowing you and your team to view and respond from a unified platform.
3. Web Forms: Look for a CRM that facilitates the creation and tracking of web forms to capture leads from your website. This functionality provides insights into lead generation effectiveness across various pages and content.
4. Call Tracking: Efficiently analyze phone calls by utilizing call tracking features. A marketing agency CRM logs all calls made and received, helping assess sales rep performance and providing coaching opportunities.
5. Text Messaging: Opt for a CRM with text messaging capabilities to leverage one of the most effective communication channels. This feature enables bulk SMS sending and enhances engagement with prospects.
6. Integrations: Ensure the CRM integrates seamlessly with other third-party software. This allows for the smooth flow of data between multiple applications, consolidating your tech stack for comprehensive insights.
7. Sales Pipeline: Utilize a sales pipeline to track and manage leads effectively. Choose a CRM that enables the creation of multiple sales pipelines tailored to each service your agency offers.
8. Sales Reports: Look for a CRM that provides customizable reporting features. Reports are essential for evaluating team and individual performance, enabling data-driven decision-making.
9. Live Chat: Engage with customers in real time using live chat features. A marketing agency CRM should support the creation and tracking of live chat conversations.
10. Contact Management: Opt for a CRM that offers robust contact management capabilities. It should automatically update contact records with new information to ensure data accuracy and accessibility.
11. Lead Scoring: Prioritize and manage leads effectively through lead scoring features. A marketing agency CRM should allow for the creation and assignment of scores to identify hot leads and enhance deal closures.
12. Workflow Automation: Simplify tasks for sales reps with workflow automation. This feature allows the creation of automated activities such as calls, emails, and texts, enhancing efficiency and reducing manual data entry.
13. Sequences: Automate follow-ups with leads through sequence features. This functionality enables the automatic sending of emails, texts, or calls at scheduled intervals without manual intervention.
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