By Choosing the right CRM (Customer Relationship Management) software is crucial for digital marketing agencies to manage client relationships, streamline communication, and drive sales and marketing efforts. Here’s a list of the top 10 CRM software options that are popular and well-suited for digital marketing agencies.
What are software CRMs?
Customer relationship management, or CRM, is the general term for all your interactions with prospects and clients. CRM software, on the other hand, any system that manages relationships with current and potential clients is called a customer relationship management system. Many businesses have been able to increase their profits by automating their procedures.
Why CRMs are important in Digital Marketing?
The elements I mentioned as important in a CRM system are essential for digital marketing because they enable digital marketing agencies and businesses to effectively manage their customer relationships and marketing efforts. Here’s why these elements are crucial in the context of digital marketing:
Contact Management: Effective contact management is the foundation of digital marketing. It allows businesses to collect and store contact information for leads, prospects, and customers, making it possible to reach out with personalized marketing messages.
Sales Pipeline Management: Managing the sales process is essential for tracking leads and opportunities generated through digital marketing efforts. It helps in understanding the conversion journey and optimizing strategies accordingly.
Marketing Automation: Marketing automation streamlines digital marketing campaigns. It allows for personalized and timely communication with leads and customers, automating tasks like email marketing, lead nurturing, and segmentation.
Customization: Every business has unique processes and customer interactions. Customization options in a CRM enable digital marketing agencies to tailor the system to their specific needs, ensuring that it aligns with their strategies and objectives.
Integration Capabilities: Digital marketing involves various tools and platforms, such as email marketing software, social media, analytics, and content management systems. Integration capabilities ensure that data can flow seamlessly between these systems, providing a comprehensive view of customer interactions.
Reporting and Analytics: Data-driven decision-making is central to digital marketing success. Robust reporting and analytics features help agencies track the performance of their campaigns, understand customer behavior, and refine their strategies for better results.
Mobile Access: In the age of mobile devices, having access to CRM data on mobile is crucial. Digital marketing teams can stay connected, respond to leads in real-time, and access vital information from anywhere.
Email Integration: Email is a primary channel for digital marketing, and integration with email systems allows for effective email marketing, tracking open rates, click-through rates, and other email metrics.
Lead and Opportunity Management: Managing leads and opportunities is vital for turning prospects into customers. A CRM system with these features streamlines the process and ensures that leads don’t fall through the cracks.
Customer Support and Ticketing: If your digital marketing includes customer support, having a CRM that supports ticketing and service requests is critical for managing customer inquiries and providing efficient service.
The 10 Best CRMs for Marketing Agencies
We have narrowed down a list of the 10 best CRMs for Marketing agencies in the market.
- HubSpot CRM:
- Keap:
- Zoho CRM:
- Copper:
- Pipedrive:
- Salesforce
- Nimble:
- Insightly:
- Agile CRM:
- Monday.com
HubSpot CRM is a popular and widely used customer relationship management (CRM) software designed to help businesses manage their customer relationships, sales processes, and marketing efforts. It’s known for its user-friendly interface and a range of features that are particularly beneficial for inbound marketing and sales teams. Here are some key aspects of HubSpot CRM:
- Reporting dashboard
- Deal tracking
- Live chat
- Email tracking and notifications
- Company insights
- Prospect tracking
- Meeting scheduling
- More than 1090 integrations to extend the features of the solutions you currently pay for.
Pricing:
Unlimited contacts and users are free in Hubspot CRM. Moreover, this freemium has no expiration date.
Keap is a customer relationship management (CRM) and marketing automation software platform designed to help small businesses streamline their sales and marketing processes. As of my last knowledge update in January 2022, Keap offers several key features and capabilities, although the platform may have evolved since then. Some of the key features of Keap CRM include:
- Email marketing solutions for lead nurturing, income generation, and client communication.
- Personalized dashboard for tracking leads and current clients, managing sales pipelines
- Cost: Free with restricted functionality. The monthly cost of premium plans for 1500 contacts is $129.
- Analytics and reporting to enhance consumer engagement and marketing efficiency.
When it comes to CRM software for companies just starting, Keap is an excellent tool. The interface is intuitive and easy to use.
Zoho CRM is a customer relationship management (CRM) software solution developed by Zoho Corporation. CRM software is designed to help businesses manage their customer relationships, streamline sales and marketing processes, and improve overall customer interactions. Zoho CRM provides a range of tools and features to facilitate these activities. Here are some key aspects and features of Zoho CRM:
- Best For: Lead & Customer data management
- Sale force automation
- Journey Orchestration
- Canvas Design Studio
- Process Management
- Omnichannel and Analytics
- Predictive Sales
- Customization
Small firms who need to maintain sales leads and expand their clientele might use Copper as a CRM. It’s a straightforward solution that uses automation to replace tedious activities and manual entry. Additionally, Gmail and other Google Apps are integrated with Copper.
Additionally, email threads can be used to view and manage sales and relationship-related data. To ensure you never miss an opportunity, it also provides reminders to follow up on deals and contact contacts.
Key Feature:
- Google Workspace Integration
- Workflow Automation
- Bulk Email + Templates
- Integrations with third-party apps
- Reporting
- Sales Forecasting
The Pipedrive CRM focuses on sales and manages leads and projects for clients while automating repetitive tasks. For businesses who want a strong visual sales pipeline with data visualizations and quick access to information, it’s a great CRM option.
With only one click, contacts’ known job and social media information may be retrieved using its Smart Contact Data feature.
Additionally, Pipedrive has a robust mobile app that makes it easy to communicate with coworkers and clients while on the go.
- The ability to track sales and leads from chatbots, forms, and other sources using sales and lead management skills
- Using communication tracking, you may instantly determine your schedule.
- Project managers or team members can develop bespoke phases using visual sales pipelines.
Salesforce is a widely used Customer Relationship Management (CRM) software platform that offers a wide range of features and capabilities to help businesses manage their customer relationships and streamline various aspects of their operations. Some of the key features and capabilities of Salesforce CRM include:
- Contact and Lead Management
- Opportunity Management
- Sales Automation
- Email Integration
- Marketing Automation
- Analytics and Reporting
- Mobile Accessibility
- Customization and Integration
- Security and Data Protection
Nimble is a Customer Relationship Management (CRM) software and platform designed to help businesses manage their contacts, relationships, and interactions with customers and leads. It provides a range of features and tools to streamline and optimize sales and marketing efforts, as well as to enhance customer service and engagement.
With Nimble, a CRM that integrates with Google Workspace Suite and Office 365, individuals and teams can manage their contacts and close more sales more quickly. To assist business teams in closing deals more quickly, it also interacts with productivity software (calendars and email inboxes).
As a result, Nimble is perfect for agencies that need to maintain business connections via social media, email, and other apps from outside parties.
- Email Message Syncing,
- Contact Management,
- Calendar Sync and Custom Fields
- Templates for Marketing and Outreach Emails
- Marketing & Outreach
- Email Templates
- Email Tracking
- Pricing: Only one plan is available from Nimble, and it costs $29.90 per user per month if billed monthly or $24.90 per user per month if billed annually.
Agencies can use Insightly as a platform to manage projects, interact with consumers, and coordinate their marketing and sales objectives. Additionally, it provides a return on investment calculation for marketing expenditures and the opportunity to boost pipeline expansion.
Key Features:
- Lead management
- Mass emailing
- Email templates
- Contact and organization management
- Task and event management
- Attach files from cloud storage
- Opportunity management
Pricing:
The CRM solution is available in three plans:
Plus, which costs $29 per user per month; Professional, which costs $49 per user per month; Enterprise, which costs $99 per user per month. To find out more about price, however, get in touch with the sales team if you’re interested in a package that includes CRM and marketing tools.
Best For: Email tracking & marketing
All-in-One CRM:
Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging.
Affordable: Make the most of Agile’s modern features & integrations, easy implementation, and great support at an affordable price.
Next-Generation :
Cloud-based SaaS service that is mobile-ready, fast, and simple to use.
- Contact Management
- Project Management
- Gamification
- Telephony
- Marketing Management
- Sync with Google Apps like Gmail
- User-friendly interface
Monday Sales CRM is a powerful, highly configurable platform that assists you in optimizing your processes and keeping an eye on every facet of a client’s engagement with your agency, from lead generation to post-project assistance.
The dashboard is organized into boards and folders, and it has 50 columns total for organizing groups like “To do” projects or leads that are refused, for example.
Additionally, you may design workflows to maximize the value of your data and build unique pipelines for your projects according to your needs.
Key Features:
- Everything is set up so that possible issues with your client’s sales cycle can be swiftly identified.
- Simple to adjust for tracking every step of the sales process
- has built-in connections with programs and applications you already use, like DocuSign, Excel, and Gmail.
Final Says:
It might not be simple to find the top CRMs for marketing companies, but we sincerely hope you can evaluate the choices we provided to help you make a choice.
Make a thorough investigation first by looking for user reviews of any product you are interested in by visiting tool directories like Capterra or G2. Additionally, see if the program provides demos or trials so you can fully comprehend how it will function within the framework of your organization.
Meanwhile, here is a comprehensive guide to assist you in selecting the best software for your marketing agency, not just CRM: The Marketing Agencies Software Guide.