Looking for the BEST CRM software for your #SMMA? Today, we’re going to be talking about CRM systems, why your digital marketing agency should be using them, and how you can get a jump-start on lead management using the best #CRMsoftware on the market!
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Building and maintaining a relationship with your customers can be hard work, but if we add modern marketing tools to the mix, such as CRM software, developing customer relationships can be a breeze. So, what is CRM? “CRM” stands for “Customer Relationship Management.” It refers to a type of software that serves as a central location for all of your leads and clients, and helps you build your customer relationships by compiling and processing your customers’ information.
If you’re wondering, “What is the best CRM software for my agency?” I’ve got SIX great options for you to consider where I’ve covered some pros and cons for each one (because no two marketing agencies are the same)! Here are the TOP 6 CRM systems for digital marketing agencies I’ll be discussing:
Zoho – 02:11
Zoho is one of the most popular CRMs on the market, with features that enable you to streamline your sales pipeline. Find information in a snap with the help of ZIA Voice: an AI companion that fetches information based on any module, take notes while you dictate during a meeting, predict the outcome of sales activities based on accumulated data, detect campaign anomalies for immediate fixing, automate mundane tasks, and much more!
Agile CRM – 03:30
Agile CRM is an all-in-one platform for your agency’s CRM needs. One of the best features of Agile CRM is gamification: a new trend that encourages competition and collaboration by displaying your sales team’s overall performance based on a customizable leaderboard.
Bitrix24 – 04:24
Bitrix24 is a powerful CRM that provides an amazing value for small-to-medium-scale agencies. It’s got everything you need to seamlessly collaborate and communicate with your team, and you can customize and filter messages and dashboard results based on differing levels of access. Best of all, Bitrix24 is FREE for up to 12 users on their cloud-based plan.
Salesforce – 06:07
Salesforce CRM is the undisputed KING of CRM. If you’re an established agency, earning at least $25,000 a month, and you have a large client base, this is the CRM for you. One reason I consider it to be one of THE BEST CRMs for digital marketing agencies is that you’re able to customize your sales path, so you can see the progress of your backend processes and make adjustments when necessary.
Hubspot – 07:35
Hubspot is a great CRM choice for any digital marketing company that’s just starting out, and it’s perfect for scaling. You can access all of Hubspot’s core functionalities (including contact management, Gmail and Outlook integration, reporting dashboard, canned snippets, email tracking and notification, meeting scheduling, and a whole lot more) for FREE, but as you grow your customer base and find yourself needing access to more advanced features, you’ll need to scale up your membership. The paid tiers can be a bit expensive, but they’re worth the price tag!
Go High Level – 09:19
In my experience, Go High Level is by far THE BEST CRM for digital marketing agencies. It’s affordable and has all the features that you need to help monitor you and your clients’ campaigns and messages. The dashboard has a clean and intuitive UI design that immediately displays opportunities, pipeline value, conversion rate, funnel overview, and any existing tasks you may have open. It’s also ideal to use the same platform for your clients, so you can give them access to their accounts, which will prevent you from having to sign up for another new account. Get your own account here ➡️➡️➡️
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