Whether it is to manage your own clients or your clients’ leads, CRM software is an essential part of any marketing agency workflow. After all, because they are an extension of their clients’ businesses, the job of acquiring, managing, and nurturing leads, is mostly attributed to them.
In this article, you are going to learn how to choose the best CRM software to cover all the needs of an agency, and also find 10 CRM solutions that are a great fit for agencies.
What is CRM software?
CRM is short for Customer Relationship Management, and it is literally every kind of communication you maintain with clients and leads. While CRM software is any system with the purpose to manage your organization’s interactions with customers, and also the potential ones.
Generally, teams use this kind of solution to automate their processes and improve profitability.
The 10 Best CRMs for Marketing Agencies
We have narrowed down a list of the 10 best CRMs for Marketing agencies in the market. You can browse between them with just one click to check their features and pricing:
Drag is an all-in-one software that helps teams to manage their entire workflows in Gmail. It means that it can be used for multiple purposes, such as CRM, Help desk, Project Management, and Task Management.
Since most deals start and end as emails, Drag makes you stop switching between Gmail and a Sales CRM. Moreover, you can share group emails such as [email protected] and collaborate with your team in real-time.
Besides, you can have a Kanban view to make tracking leads and pipelines a lot easier. Additionally, it’s possible to add notes to emails so that you can give more information about a client or a negotiation.
- Shared inboxes;
- Google Groups and Google Calendar Integrations;
- Collaboration features (delegation, reply as an alias, internal team chat, collision detection, shared email drafts…);
- Productivity features (checklists, tags, sort & filter, notes, color coding…);
- Kanban view;
- Email tracking templates and email sequences;
Drag is free for solo users and freelancers because it’s limited to one board. For teams and marketing agencies, Drag costs $8 per user/month.
Copper is a CRM for small agencies that need to manage sales leads and grow their customer relationships. It’s a simple tool that eliminates repetitive tasks and manual entries with automations. Copper also integrates with Gmail and other Google Apps.
Besides, it’s possible to view and manage sales and relationship essentials from email threads. Moreover, it offers reminders to reach out to contacts and follow up on deals, so you never miss any opportunity.
- G Suite Integration;
- Workflow Automation;
- Bulk Email + Templates;
- Integrations with third-party apps;
- Sales Forecasting;
The Basic plan is limited to 3 seats and 2,500 contacts, and it costs $25. For unlimited sits, you can purchase the Professional plan for $59 with up to 15,000 contacts. On the other hand, if you need an unlimited number of contacts, you should acquire the Business plan for $119.
Nimble is a CRM that works with Office 365 and Google Workspace Suite, allowing teams and individuals to manage their contacts and close more deals faster. It also integrates with productivity software (email inboxes and calendars) to help business teams close more deals faster.
Therefore, Nimble is ideal for agencies that need to nurture their business relationships across email, social networks, and other third-party applications.
- Unified Message Inbox;
- Contact Management;
- Calendar Sync;
- Email Message Syncing;
- Custom Fields;
- Marketing & Outreach;
- Email Templates;
- Email Tracking;
Nimble offers only one plan, which costs $19 per user/month, billed monthly, and $25 per user/month if billed annually.
Thryv is a CRM built for small businesses to help them automate tasks and put customers first. It also makes it easier for teams to reach more customers, stay organized, get paid faster, and automatically generate reviews. Moreover, it’s possible to engage with customers easily and instantly, receive reminders, send texts and emails, and schedule appointments.
- Generation of estimates and invoices;
- Scheduling and appointments;
- Reputation management;
- Marketing automation;
- Document storage and sharing;
Thryv has not provided pricing information for this product or service, so you need to contact their sales team to get more information.
Insightly is a platform to help agencies engage with customers, manage projects, and align sales and marketing goals. Besides, it also offers ROI calculation on marketing spend, and the possibility
of accelerating pipeline growth.
- Lead management;
- Mass emailing;
- Email templates;
- Contact and organization management;
- Task and event management;
- Attach files from cloud storage;
- Opportunity management;
If you need the CRM solution, there are three plans: Plus for $29 per user/month, Professional for $49 per user/month, and Enterprise for $99 per user/month. But if you want a bundle with CRM and Marketing features, you can contact the sales team to know more pricing information.
Creatio is a global software company that provides a low-code platform for process management and CRM. It includes solutions for marketing, sales, and service. So you can either acquire them as standalone products or all of them on a single platform.
- Lead management;
- Opportunity management;
- Channel sales;
- Sales forecasting;
- Orders and invoices;
- Project management;
Team $30, Commerce $35, Enterprise $60, CRM Bundle (Marketing, Sales and Service) contact the team.
Spiro is a relationship management platform that automatically creates contacts, organizes and prioritizes opportunities, and recommends your sales pipeline’s next steps. Managers can benefit from intelligent reports to help their team convert more sales.
- Intelligent lead creation;
- Rich account details;
- Account insights;
- Opportunities updating;
- Reminder setting;
Prices are not available. It’s necessary to schedule a call with the sales team.
ConvergeHub is a CRM that offers Sales, Marketing, Support, and Billing features. Between the activities you can perform on this software are the lead attraction, prospect nurturing, closing sales, support ticketing, contract generation, document storage, sending quotations, creating invoices, and many others.
ConvergeHub also offers customization and automation so teams can build the workflow as they see fit.
- Salesforce automation;
- Personalized Marketing Campaigns;
- Effortless Billing and Payment Tracking;
There are four plans: Starter ($9 per user/month), Pro ($29 per user/month), Premium ($59 per user/month), and Industry (requires contacting the sales team for pricing information).
9. EngageBay All-in-One Suite
EngageBay is a simple and powerful all-in-one CRM, offering a complete solution on marketing automation, sales CRM, Helpdesk, and even live chat. It’s a tool made for agencies that need to centralize the processes of acquiring, engaging, nurturing web visitors, and converting them in just one place.
- Email marketing;
- Email Sequences;
- Landing Pages;
- Web forms to capture online leads;
- 360 Degree Customer View across marketing, sales, and support departments;
- Appointment Scheduling;
This CRM is free for up to 1,000 contacts and 1,000 branded emails. If you manage contacts from several clients, the paid plans are the better option. The Basic plan costs $8.99 per user/month
with up to 15,000 Contacts, and the Growth plan is $29.99 per user/month, for up to 50,000. But for big agencies that need an unlimited number of contacts, the Pro plan is the right fit, costing $47.99 per user/month.
10. Hubspot CRM
Hubspot offers a free CRM software with a visual dashboard that provides a clear view of your sales pipeline. Furthermore, you can generate reports on sales activity, productivity, and individual performance, so you can understand how your team is leading work.
- Reporting dashboard;
- Deal tracking;
- Live chat;
- Email tracking and notifications;
- Company insights;
- Prospect tracking;
- Meeting scheduling;
Hubspot CRM is free for unlimited users and up to 1,000,000 contacts. Moreover, this freemium has no expiration date.
Finding the best CRMÂ for Marketing agencies may not be so easy, but we really hope you can analyze the options we listed to facilitate your decision.
First, make a complete analysis visiting tool directories such as Capterra or G2 and looking for user reviews on each tool you are interested in. Furthermore, check if the software offers trials or demos, so you can fully understand how it will work in your agency’s context.
In the meantime, if you want to learn how to choose the right software for your marketing agency, not only for CRM, here’s a complete guide to help you: The software guide for Marketing Agencies.
The best CRM for Agencies. Right in Gmail
Drag turns Gmail into your Team’s Workspace – One single place to support customers, manage tasks and close deals, from the place teams love: Gmail. We are a Techstars-backed Company, trusted by 30,000 users around the World.