A CRM system is a must-have for any agency providing digital marketing or creative services. It is essential for organizing and managing your client data so that you can determine which marketing approach is most successful for each of your customers.
A good CRM for agencies helps you keep track of your clients, their contact information, what services you’ve provided for them, and more. It can also help you close more sales and keep your clients happy.
In this blog post, we will take a look at 7 of the best CRMs for digital/creative/ads agencies. We’ll cover everything from pricing to features so that you can find the right CRM for your agency.
These CRMs for agencies are all highly rated and popular among businesses in this industry. So if you’re looking for a new CRM for agencies, check out this list.
1. Function Point
Source: Function Point
FunctionPoint is an all-in-one agency management system created specifically for those in the creative industry who wish to streamline their operations.
The software is a cloud-based platform that incorporates project management, time tracking, CRM for agencies, financial, and business reporting functions.
FunctionPoint is designed to be user-friendly and comes with several video tutorials and online support resources. It offers a 60-day demo period, so businesses can try the software before committing to a subscription.
Pricing
- Boutique: $47/user/month, billed annually or $52/user/month, billed monthly.
- Studio: $42/user/month, billed annually, or $48/user/month, billed monthly.
- Agency: $40/user/month, billed annually, or $46/user/month, billed monthly.
- Enterprise: Contact support for pricing info.
Features
- It offers excellent client management features.
- It has sales process automation features.
- It provides quote and order management features.
- It offers detailed reporting tools.
- It offers workflow automation features.
- It has customer segmentation features.
Summary
FunctionPoint’s CRM for agencies is a powerful yet easy-to-use CRM system for agencies that can help you manage customer relationships effectively. It provides all the features you need to keep track of your customers, communicate with them effectively, and grow your business.
Ad agencies and creative firms can benefit from Function Point’s productivity software since it streamlines their operations, facilitates collaboration, centralizes information, and provides real-time business analytics.
FunctionPoint also offers several integrations with other software applications, making it a versatile tool for businesses of all sizes.
With its simple interface and comprehensive feature set, FunctionPoint CRM for agencies is ideal for small and medium-sized businesses that want to improve their customer relationships.
Things to Watch out For:
- If you don’t have the time to devote to training, you may find FunctionPoint’s many features and options overwhelming.
2. FreshWorks
Source: Freshworks
Freshworks CRM for agencies is a cloud-based customer relationship management software for small and medium-sized businesses. It is designed to help companies manage their customer relationships, including contact management, sales pipeline, and marketing automation.
Freshworks take an innovative approach to designing, developing, and delivering software-as-a-service that is not only reasonably priced but also easy to set up and geared toward the end user’s needs.
Freshworks utilizes an “Omnibot” AI engine called “Freddy” to enhance sales, support, and marketing capabilities for businesses of all sizes.
Freshworks CRM for agencies is available in both free and paid versions, with the paid version offering additional features and support.
Pricing
- Growth: $15/user/month, billed annually or $18/user/month, billed monthly.
- Pro: $39/user/month, billed annually, or $47/user/month, billed monthly.
- Enterprise: $69/user/month, billed annually or $83/user/month, billed monthly.
Features
- It has custom sales features.
- It offers multi-currency and multi-language features.
- It offers a holiday routing feature.
- It provides customized email templates.
- It offers excellent workflow automation.
- It provides real-time insights into all your data.
Summary
Freshworks is a reliable customer relationship management (CRM) platform for agencies that provides sophisticated sales and marketing solutions.
The software has a simple, user-friendly interface that makes it easy to get started. Freshworks CRM for agencies also offers several integrations with other popular business software, such as QuickBooks and Salesforce.
The platform allows businesses to automate routine processes by creating individualized workflows with event-based triggers.
Overall, Freshworks is a well-rounded CRM solution for agencies that offers a variety of features to help businesses manage their customer relationships.
Things to Watch out For:
- Users have mentioned that the mobile app’s user interface is difficult to use.
- Users have also complained about the expensive cost of updating an agent or user.
3. HubSpot CRM
Source: HubSpot
HubSpot Sales CRM for agencies is a popular customer relationship management software that gives sales teams the tools they need to close more deals and nurture their relationships with prospects.
HubSpot’s automation features allow you to create processes as basic or complicated as you like. Tasks that are time-consuming and repetitive can be automated with only a few clicks.
HubSpot has extensive integration possibilities with third-party applications. Users can integrate over a thousand apps. Also, it offers a free plan equipped with various CRM capabilities for agencies that can be used to promote multiple business products.
In addition, the HubSpot blog provides a wealth of information to its users on how to implement the company’s various tools.
Pricing
Starter: Starts at $45/month
Professional: Starts at $450/month
Enterprise: Starts at $1,200/month
Features
- It offers excellent contact and lead management features.
- It provides account-based analytics.
- It has task and email automation features.
- It has detailed insights and reporting features.
- It provides sales pipeline management features.
- It offers ticketing features.
- It provides customized email templates.
- It has email tracking and notifications features.
Summary
HubSpot CRM for agencies is essential for any sales team looking to increase productivity and close more deals. Its user-friendly interface makes it easy to store and organize customer information, such as contact information, purchase history, and case files.
With HubSpot CRM for agencies, you can set up automated communication plans to stay in touch with your customers without having to send messages manually.
HubSpot CRM for agencies offers a mobile app that allows sales teams to access their data on the go. In addition, the software integrates with several other business applications, making it a valuable tool for businesses of all sizes.
Things to Watch out For
- HubSpot does not have a mid-tier plan for businesses that cannot afford the professional/enterprise plan.
4. Insightly
Source: Insightly
Insightly is a customer relationship management (CRM) for agencies and sales pipeline management (SPM) platform built for remote teams. It offers different plans, each of which may be used to streamline certain types of sales and marketing processes as well as more general project management procedures.
Designed specifically with small and medium-sized enterprises in mind, Insightly is intuitive and easy to use. The software’s user interface is simple to understand, and importing data into the system is not an unduly complicated process.
Insightly allows you to keep tabs on anything from leads to completed projects.
It can be used by any business, regardless of sector, that needs a robust customer relationship management system (CRM) for agencies that can also handle projects and delivery.
Pricing
- Plus: $29/user/month billed annually
- Professional: $49/user/month billed annually
- Enterprise: $99/user/month billed annually
Features
- It offers excellent workflow automation.
- It has detailed analytics and reporting tools.
- It provides efficient collaboration tools.
- It has a percentage tracking feature.
- It offers access via mobile device.
- It has lead routing features.
- It offers commenting/notes feature.
Summary
Insightly is a top-tier customer relationship management (CRM) platform for agencies that seamlessly integrates with popular services like Gmail, Office 365, MailChimp, and many more, serving over 1.5 million users across various industries.
Insightly can help you track your sales pipeline, analyze your business’s performance, and manage your customer information at every level of customer interaction.
Insightly’s dashboards are highly customizable and feature easy-to-read charts that allow users to gain context for the information they need immediately.
Things to Watch out For
- Workflow automation is exclusive to higher-tier pricing levels.
5. Pipedrive
Source: Pipedrive
Pipedrive is a customer relationship management (CRM) solution for agencies focused on deals, with additional functionality as an account management tool, marketing automation, and support for the entire sales cycle.
Pipedrive is one of the top CRM systems for agencies since it provides a wide range of tools at a reasonable price. But there are many restrictions on cheap plans, and you’ll get more for your money if you upgrade to a more expensive one.
Pipedrive’s basic yet potent design, which promotes usability above all else, has attracted over 100,000 paying customers in 179 countries.
Pricing
- Essential: $10/user/month, billed annually, or $12/user/month, billed monthly.
- Advanced: $20/user/month, billed annually, or $25/user/month, billed monthly.
- Professional: $40/user/month, billed annually, or $50/user/month, billed monthly.
- Enterprise: $60/user/month, billed annually, or $75/user/month, billed monthly.
Features
- It offers contact and lead management features
- It provides excellent insights and reporting features
- It has an efficient calendar and notification system
- It provides email templates
- It provides marketing automation features
- It offers remote access via mobile devices
Summary
Pipedrive is a popular CRM platform for agencies that helps businesses of all kinds improve their sales processes.
For many small and medium-sized businesses (SMBs), Pipedrive’s ability to visualize the sales processes from beginning to end is a major selling point. Also, Pipedrive efficiently records and organizes phone calls and emails and synchronizes calendars between devices.
Pipedrive’s user-friendliness and wealth of optional add-ons make it stand out as a compelling choice among customer relationship management systems (CRMs) for agencies.
Things to Watch out For
- Pipedrive does not have a free plan. However, it offers a 14-day free trial period on all its plans.
6. Capsule
Source: Capsule
Capsule is a user-friendly customer relationship management platform for agencies that helps organizations organize customer interactions, grow their customer base, and increase revenue.
This cloud-based CRM for agencies is ideal for companies of all sizes. Its various capabilities, including email marketing, website personalization, social media service, automatic reminders, and more, aid in cultivating meaningful connections with customers.
With Capsule, businesses can begin developing a comprehensive, tailor-made pipeline with complete access to client details as soon as it enters basic contact information, pipelines, goals, and budgets.
Pricing:
- Professional: $18/user/month, billed monthly. An annual subscription is not available for this plan.
- Teams: $36/user/month, billed monthly. A yearly subscription is not available for this plan.
- Enterprise: $54/user/month, billed monthly. To request an annual subscription for this plan, contact support.
Features
- It offers contact and account management features.
- It has quote and order management features.
- It provides sales force automation features.
- It has marketing automation features.
- It has excellent task and calendar features.
- It offers document management features.
- It has detailed insights and reporting features.
Summary
Capsule’s UI is straightforward to navigate. Users can easily organize sales prospects with the drag-and-drop editing visual sales pipeline.
It can be used to keep track of every type of contact you have, including potential customers, vendors, and financiers. You can use Capsule’s robust filters and tags to quickly narrow down your search whenever you need to find a specific contact.
In addition to keeping track of your interactions with people, you can also keep track of the tasks related to them and the history of your interactions with them. Its compatibility with Google Workspace is also a huge advantage.
Things to Watch out For
- Capsule does not have live chat option features.
7. Sendinblue
Source: Sendinblue
Sendinblue is a cloud-based suite of communication tools that offer digital agencies tools to automate sales processes, including customer relationship management (CRM) for agencies, marketing insights, email marketing, sign-up forms, and more.
The CRM system for agencies offered by Sendinblue is designed to be easy to use so that users can quickly log in, access the data they need, and start making progress.
Sendinblue offers advanced customization capabilities that provide each business with the individual modules it needs to construct its marketing workflow at an affordable rate.
It also includes tools for managing contacts, real-time reporting, SMS marketing, an email builder and templates, page tracking, and marketing automation.
Pricing:
- Starter: Starts at $25/month
- Business: Starts at $65/month
- Enterprise: Starts at $1000/month
Features
- It offers contact and lead management features.
- It provides detailed insights and reporting features.
- It offers excellent marketing automation.
- It provides customized email templates.
- It offers sales pipeline management features.
- It has email segmentation features.
Summary
Sendinblue offers an intuitive interface to its array of cloud-based communication products. It provides a comprehensive suite of marketing automation tools and facilitates the effective management of contacts.
Another considerable advantage is the outstanding features included in the free plan, which allow users to send up to 300 emails daily. Also, its customer support is functional and adequate.
Sendinblue is a one-stop shop for managing your digital marketing needs, including email, SMS, and transactional messages.
Things to Watch out For
- Lack of visual representation of sales pipeline.
- Several users have reported that the design interface is basic and could be improved.
Factors to Consider When Choosing the Best CRM Software For Agencies
When it comes to choosing the best CRM software for agencies, there are a variety of factors to take into consideration. Below are the most important ones:
Ease of Use
A CRM system for agencies is only as good as its adoption rate. That’s why it’s crucial to choose a system that is user-friendly and easy to learn.
The last thing you want is for your employees to dread using the CRM for agencies or for it to take up too much of their time. A good CRM system for agencies should be intuitive and require minimal training. It should also be accessible from any device and offer a variety of features without being overwhelming.
By choosing a CRM system for agencies that is easy to use, you can ensure that it will be used to its full potential, resulting in better sales and happier customers.
Pricing
Speaking of pricing, it’s essential to ensure that you clearly understand all fees associated with using the CRM system for agencies (e.g., set-up fees, monthly subscription fees, etc.).
It would help if you also thought about features, scalability, and integrations. In other words, you need to balance pricing with other factors to find the right CRM system for agencies.
With that said, there are some ways to save on CRM for agencies pricing. For example, many providers offer discounts for annual plans, so that’s something to keep in mind.
Integration Capabilities
For a CRM system for agencies to be truly effective, it needs to seamlessly connect with the other tools and systems your business uses daily.
This level of integration is essential to create a smooth and efficient workflow. Without it, you would likely constantly switch between different applications, which can lead to errors and lost data.
Reporting and Analytics
While a CRM system for agencies can offer many benefits to businesses of all sizes, choosing a system with robust reporting and analytics features is essential. After all, what good is all of that customer data if you can’t properly analyze it?
The proper reporting and analytics features will help you track key metrics, identify trends, and make better-informed decisions about your customer relationships. With such insights at your disposal, you’ll be well on your way to maximizing the return on your investment in a CRM system for agencies.
Customer Support
Excellent customer support should be a top priority when choosing a CRM system for agencies. When something goes wrong with your CRM system for agencies, you want to be able to get help from a knowledgeable customer support team as quickly as possible.
Furthermore, as your business grows, you may need assistance troubleshooting issues or expanding the system to meet your changing needs.
A good customer support team can provide prompt, knowledgeable service that will help you maximize the benefits of your CRM system for agencies.
Be sure to inquire about the quality of the customer support service. Find out how quickly they respond to inquiries and whether they offer 24/7 support. Also, ask about the team’s experience and expertise working with businesses like yours.
Choosing a CRM system for agencies is a big decision—but with excellent customer support, you can be confident that you’re making the best choice for your business.
Scalability
As your business grows, you will want a CRM system for agencies that can grow with you. This is where scalability comes in. A scalable CRM system for agencies can be easily expanded to accommodate a more extensive customer base and more data.
When considering scalability, there are a few things to keep in mind. First, ensure that the system can handle an increase in data without slowing down or becoming unstable. Second, check to see if the system can be customized to meet your specific needs as your business grows.
Finally, ensure that the vendor offers support and training for users as the system expands.
Deployment Options
Another crucial factor to consider when choosing a CRM system for agencies is deployment options. How will the CRM system for agencies be deployed? On-premise or in the cloud? There are pros and cons to both deployment options.
On-premise deployment means the CRM software for agencies is installed on your company’s servers. You have more control over security and data with on-premise CRM systems for agencies because it is housed within your company’s firewall.
Cloud-based CRM systems for agencies are hosted by the vendor. They are easy to set up and use because they are accessed through a web browser. The downside of cloud-based CRM systems for agencies is that you have less control over security and data because it is stored off-site.
When considering deployment options, consider your company’s needs in terms of cost, control, ease of use, and security. Also, remember that deployment options are not always set in stone—some vendors offer hybrid models that give you the best of both worlds. Weigh all of your options carefully before making a decision.
Free Trial
A free trial allows you to test out the features of the CRM system for agencies and see if it is a good fit for your business. It also lets you see how well it works with your existing systems.
If the CRM system for agencies does not meet your needs, you can cancel your subscription before you are charged. Free trials typically last 30 days, so you will have plenty of time to decide if the CRM system for agencies is right for you.
Be sure to take advantage of this opportunity so you can get firsthand experience using the system before committing to anything long-term. Contact the customer service team of the CRM for agencies provider to learn more about their free trial policy.
Conclusion
One of a company’s most valuable assets is its customer base. After all, a company wouldn’t be able to sell its goods or services to anyone without customers. That’s why it’s so important to manage customer relationships effectively.
A good CRM system for agencies helps businesses keep track of their customers, sales, and marketing efforts in one place. It also helps businesses save time and money by making it easier to target potential customers and drive sales.
Among the CRM tools for agencies discussed in this article, FunctionPoint stands out as a very useful tool for digital, creative, and advertising agencies. In addition to being user-friendly, it provides powerful workflow automation capabilities and a wide range of configuration options.
