Sections of this topic
In the ever-changing world of marketing, customer relationship management (CRM) has become an essential tool for marketing agencies to streamline their workflow, manage client interactions, and improve overall performance. With so many CRM options available in the market, choosing the right one can be overwhelming, especially if you’re new in the marketing field.
If you want to enhance your marketing agency operations you need to deploy the best CRM for marketing agencies. We will explore some of the best CRM for marketing agencies and help you choose the one that best suits your marketing agency goals and operational needs.
In this guide you’ll discover the top best CRM for marketing agencies in 2023. These CRM tools will boost your productivity, streamline your processes, and improve your campaigns today.
Quick View of the Best CRM for Marketing Agency
- Salesforce -Overall Best Marketing CRM Software
- ClickUp – Best for Customisation of Marketing Campaign Tools
- Pipedrive – Best for Process Automation
- Zoho CRM – Best for Affordable Plans
- HubSpot – Best for Process Scaling
Product
Campaign Management
Sales Forecasting
Reporting and Analytics
- Lead management
- Collaboration & Automation
- Planning and Execution
- Advanced sales forecasting
- Lead tracking
- Customizable dashboard
- Key performance monitoring
- Task Dependencies
- Customized Task Lists
- Time Tracking
- Collaboration and Communication
Visual representation of the sales process
Key performance indicator tracking
- Automated Lead Nurturing
- Email Campaigns
- Sales Pipeline Management
- Automated Lead Nurturing
- Collaboration and Communication
- Visual sales
- Sales forecasting tool
Comprehensive reporting and analytics
- Multi-Channel Campaigns
- Campaign Automation
- Lead Scoring
- Collaboration and Communication
Sales forecasting module
Report and dashboards
- Email Campaigns
- Marketing Automation
- Lead Management
- Collaboration and Communication
- Sales analytics feature
- Lead tracking
Reporting dashboard
Quick Verdict of Best CRM for Marketing Agency
Best overall – Salesforce
Salesforce offers advanced customization and marketing tools that can be tailored to serve the specific needs of marketing agencies. The tools offered by Salesforce are comprehensive and have robust integration capabilities with third party systems.
Some of the features that put Salesforce ahead as our top best CRM for Marketing Agency include sales forecasting, campaign management, reporting and analytics.
Salesforce allows marketing agencies and other businesses access to a vast number of add-ons and integrations that greatly help the CRM experience of customers and the business in question.
Another beautiful thing about Salesforce is the robust community of users, developers, and experts built around the system, to help provide specialized valuable resources and support.
Top CRM marketing agency Software
There are a plethora of CRM software suitable for marketing agencies in the industry, the best of them are discussed below.
Salesforce – Overall Best Marketing CRM Software
Salesforce is a comprehensive CRM for marketing agency use, given the wide range of features and tools available to the users of the platform. Salesforce provides scalability and flexibility features to agencies to help the growth and efficient operation of these agencies.
The CRM system has robust security and data management tools that guarantees clients confidential information are not tampered with. Salesforce also offers automation, reporting and analytics functions that improve marketing agencies operations, and help them achieve business goals.
Campaign Management
Salesforce campaign management is a powerful feature that helps marketing businesses plan, execute, and track their marketing campaigns. With this tool, businesses can create, manage, and track the performance of their campaigns, all in one place.
Salesforce campaign management allows businesses to track and manage leads generated from their campaigns. The tool helps businesses prioritize leads based on their engagement levels, allowing them to focus their efforts on leads that are most likely to convert.
Salesforce allows users to plan and execute marketing campaigns through various channels such as email, social media, and mobile. The platform provides customizable templates for emails, landing pages, and other campaign assets that make it easy for businesses to create and launch campaigns quickly.
Salesforce campaign management allows teams to collaborate and automate their marketing campaigns. The platform provides a centralized location for team members to share campaign assets, communicate about the campaign, and assign tasks. Users can also set up automated triggers and workflows that streamline the campaign process.
Sales Forecasting
The sales forecasting feature of Salesforce comes with advanced sales forecasting and lead tracking tools that help marketing agencies to enhance their products and services performance. This is achieved by accurate forecasting of the product or service performance in the market.
This forecasting tool on Salesforce makes use of historical data and current data to predict the potential future sales trends and outcomes. This forecast helps marketing agencies to make informed decisions regarding sales strategy.
Reporting and Analytics
Salesforce provides real-time reporting and analytics that allow businesses to track the performance of their campaigns. This real-time reporting ensures users can view metrics such as open rates, click-through rates, conversion rates, and revenue generated from each campaign, enabling them to make data-driven decisions to optimize their marketing strategies.
- You have access to customization tools
- The use of the system is flexible
- Availability of scalability and integration functionalities
- You have access to robust automation and workflow features
- Limited support on lower cost plans
- Very limited offline access to resources
Pricing
Salesforce plans are priced as listed below:
- Essential Plan – $25/month
- Professional Plan – $75/month
- Enterprise Plan – $150/month
- Unlimited Plan – $300/month
ClickUp – Best for Customisation of Marketing Campaign Tools
ClickUp is built as a project management tool, offering several different CRM services to marketing agencies. ClickUp provides customizable fields, task automation, activity tracking, and reporting features, that help the operation and productivity of marketing agencies requiring CRM services to scale their business.
ClickUp is highly adaptable making it easy for marketing agencies and other businesses to customize the system to suit and provide help in a unique way to the agency. This makes ClickUp a more preferred choice of CRM software for marketing agencies and other related businesses.
Campaign Management
ClickUp is a comprehensive project management tool that offers several features for campaign management. ClickUp allows users to create customized task lists for their marketing campaigns. This feature enables businesses to tailor their campaigns to their specific needs and workflows.
ClickUp’s task dependency feature allows businesses to link tasks together and ensure that they are completed in the correct order. This feature is particularly useful for complex campaigns that involve multiple stages and teams. ClickUp’s time tracking feature allows users to monitor the amount of time spent on each task within a campaign. This feature helps businesses optimize their workflows and improve their overall campaign performance.
ClickUp provides various collaboration features such as comments, file sharing, and task assignments. These features enable team members to communicate effectively and stay on top of their campaign tasks.
Sales Forecasting
ClickUp offers a customisable sales forecasting feature that enhances the sales potential of marketing agencies services or products. This feature helps marketing agencies to accurately forecast the sales trends and expected income and revenue of the agency. This feature also offers a visual representation of sales processes at different stages of the business.
Reporting and Analytics
ClickUp offers a range of reporting and analytics tools that allow businesses to track their campaign progress and performance. Users can view metrics such as completion rates, task durations, and team productivity, enabling them to make data-driven decisions to optimize their marketing campaigns.
- Clickup provides a customizable interface that is flexible
- ClickUp offers a robust framework of project management features
- There various tools for integration with several third-party systems
- Platform performance glitches
- The customer support channels can improved and made more comprehensive
Pricing
ClickUp offers five different membership plans including:
- Free Plan
- Unlimited Plan – $5/month
- Business – 1$12/month
- Business Plus – $19/month
- Enterprise – Contact sales
Pipedrive – Best for Process Automation
Pipedrive offers user-friendly features and tools that are highly intuitive in navigation of sales. Pipedrive is a comprehensive sales focused CRM that is very suitable for marketing agencies, the CRM also offers several other features for effective and efficient marketing and sales management.
Pipedrive allows businesses to automate their sales processes and several other repetitive tasks, the CRM also allows you to customize sales strategies, manage leads, collaborate with teams. Pipedrive provides reporting and analytics features that help marketing agencies to gain important insights into a company’s sales performance and make informed decisions based on data.
Campaign Management
Pipedrive is a customer relationship management (CRM) tool that provides a range of features for campaign management. Pipedrive allows users to create and send personalized email campaigns to their leads and customers. The platform provides customizable email templates, enabling businesses to create professional-looking emails quickly and easily.
Pipedrive’s sales pipeline management feature allows businesses to track the progress of their leads through the sales pipeline. This feature helps businesses to identify which leads are most likely to convert and focus their efforts on those leads.
Pipedrive’s automated lead nurturing feature enables businesses to send automated messages to their leads at specific points in the sales pipeline. This feature helps businesses to keep their leads engaged and move them through the sales pipeline more efficiently.
Pipedrive provides various collaboration features such as comments, file sharing, and task assignments. These features enable team members to communicate effectively and stay on top of their campaign tasks.
Sales Forecasting
Pipedrive offers a sales forecasting feature to help marketing agencies to ramp up their sales department operations. The sales forecasting feature functions using two main tools, the visual sales pipeline that allows businesses to manage and track sales progress effectively.
The other tool is the forecasting tool that provides accurate sales projections through analyzing historical and current sales pipeline status. These tools help marketing agencies to make informed decisions in allocating resources and making forecasts for future sales outputs.
Reporting and Analytics
Pipedrive offers a range of reporting and analytics tools that allow marketing agencies to track their campaign progress and performance. Users can view metrics such as open rates, click-through rates, and conversion rates, enabling them to make data-driven decisions to optimize their marketing campaigns.
- Pipedrive’s interface is a User-friendly interface
- Robustly customizable tools
- You have access to Mobile app use on Pipedrive
- Customer support options can be increased
- Marketing automation is slightly limited
Pricing
Pipedrive offers four different plans including:
- Essential Plan – $9.90/month
- Advanced Plan – $19.90/month
- Professional Plan – $39.90/month
- Enterprise Plan – $59.90/month
Zoho CRM – Best for Affordable Plans
Zoho CRM provides comprehensive CRM features and tools for marketing agencies. Zoho provides an easily customisable user interface. Zoho CRM’s customisable interface makes it ideal for marketing agencies who wish to scale and grow their marketing campaigns to suit their requirements.
This is achieved using features such as lead and contact management, sales forecasting, and analytics. Zoho integrates seamlessly with third party systems.
Campaign Management
Zoho CRM is a powerful customer relationship management tool that provides several features for campaign management. Zoho CRM enables marketing agencies to create and run campaigns across multiple channels such as email, social media, and SMS. This feature allows businesses to reach their target audience through their preferred channels and increase their chances of conversion.
Zoho CRM’s campaign automation feature enables marketing agencies to automate their campaign processes and save time. Users can set up triggers, workflows, and follow-up actions, ensuring that their campaigns are executed efficiently.
Zoho CRM’s lead scoring feature enables marketing agencies to prioritize their leads based on their engagement levels. This feature helps businesses to focus their efforts on leads that are most likely to convert and improve their campaign performance.
Zoho CRM provides various collaboration features such as comments, file sharing, and task assignments. These features enable team members to communicate effectively and stay on top of their campaign tasks.
Sales Forecasting
Zoho CRM provides advanced sales forecasting tools suitable for marketing agencies and several other businesses. These sales forecasting modules help marketing agencies to project company revenue based on past performance and current sales trends. Zoho CRM also offers sales management trackers tools for tracking team members’ performance.
Reporting and Analytics
Zoho CRM offers a range of reporting and analytics tools that allow marketing agencies to track their campaign progress and performance. Companies can view metrics such as open rates, click-through rates, conversion rates, and revenue generated, enabling them to make data-driven decisions to optimize their marketing campaigns.
- A robust collection of features
- Customisation is top notch
- The plans are affordable
- Limited third-party integrations
- Support response times can vary
Pricing
Zoho CRM offers five different plans including:
- Free Plan
- Standard Plan – $14/month
- Professional Plan – $23/month
- Enterprise Plan – $40/month
- Ultimate Plan – $52/month
HubSpot – Best for Process Scaling
HubSpot offers a comprehensive package of features that help marketing agencies and other businesses to greatly scale their business operations and sales revenue. HubSpot also provides special marketing functionalities, sales functionalities that serve as an all-in-one solution for marketing agencies.
Campaign Management
HubSpot is an all-in-one marketing, sales, and service platform that offers several features for campaign management. HubSpot allows users to create and send personalized email campaigns to their leads and customers. The platform provides customizable email templates, enabling businesses to create professional-looking emails quickly and easily.
HubSpot’s marketing automation feature allows businesses to automate their marketing processes and save time. Users can set up triggers, workflows, and follow-up actions, ensuring that their campaigns are executed efficiently.
HubSpot’s lead management feature enables businesses to manage their leads effectively and move them through the sales funnel. This feature helps businesses to identify which leads are most likely to convert and focus their efforts on those leads.
HubSpot provides various collaboration features such as comments, file sharing, and task assignments. These features enable team members to communicate effectively and stay on top of their campaign tasks.
Sales Forecasting
HubSpot offers a robust sales analytics feature that allows marketing agencies and several other businesses to forecast sales for their company. This sales forecasting feature of HubSpot provides sales pipeline management tools, which allows businesses to track and analyze sales performance from historical data and current sales trends.
Reporting and Analytics
HubSpot offers a range of reporting and analytics tools that allow marketing agencies to track their campaign progress and performance. Users can view metrics such as open rates, click-through rates, conversion rates, and revenue generated, enabling them to make data-driven decisions to optimize their marketing campaigns.
- HubSpot provides all-in-one CRM solution to businesses for marketing and customer support
- You have access to a robust lead management
- You have access to marketing automation capabilities
- Customization features and tools are limited
- The learning curve for HubSpot features and tools is steep
Pricing
HubSpot offers five usage plans including:
- Free
- Starter – $30/month
- Professional – $1,600/month
- Enterprise – $5,000/month
Benefits of Using CRM for Marketing Agency
A Customer Relationship Management (CRM) system is an essential tool for any marketing agency that wants to improve their sales, customer service, and marketing efforts. Here some benefits of using CRM as a marketing agency:
Improved Sales Performance
CRM systems help marketing agencies manage their sales pipeline more efficiently, enabling them to close deals faster and increase revenue. By using a CRM system to manage leads and customer interactions, marketing agencies can automate their sales processes, prioritize leads, and track performance metrics. This helps agencies to focus on the most promising leads and reduce the time spent on less valuable leads.
Better Customer Service
CRM systems enable marketing agencies to provide better customer service by providing agents with the tools to track customer interactions and manage customer data. This allows agents to respond quickly and effectively to customer queries, resolve issues promptly, and build strong relationships with customers. With a CRM system, agents can access customer information easily and have a 360-degree view of their customer interactions, providing them with the information they need to deliver excellent customer service.
Enhanced Marketing Capabilities
CRM systems help marketing agencies create more effective marketing campaigns by providing insights into customer behavior and preferences. By analyzing data on customer interactions, agencies can tailor their marketing efforts to specific customer segments, increasing the effectiveness of their campaigns. With a CRM system, agencies can also automate their marketing processes, such as email campaigns, lead nurturing, and segmentation, allowing them to focus on delivering the right message to the right audience at the right time.
Improved Collaboration and Efficiency
CRM systems help to improve collaboration and efficiency by enabling marketing teams to work together more effectively. With a centralized platform for customer data, communication, and collaboration, teams can share information easily and work more efficiently. This reduces the risk of errors and duplication, streamlines processes, and ensures that everyone is working towards the same goals.
Better Decision-Making
CRM systems provide marketing agencies with valuable data and insights that can inform better decision-making. By analyzing customer data, agencies can identify trends, anticipate customer needs, and make data-driven decisions. With a CRM system, agencies can also track the performance of their sales and marketing efforts, enabling them to adjust their strategies and tactics based on real-time data and insights.
Methodology for Choosing the Best CRM for Marketing Agency
To select the best CRM for a marketing agency you need to consider the features offered by these CRM systems. It is important to do a thorough analysis of the CRM systems to ensure that whichever you select provides the features your marketing agency needs to become more efficient. We carefully assessed the campaign management, sales forecasting, reporting and analytics of the best CRM for marketing agencies to select the best.
Campaign Management
We examined the campaign management of these CRM softwares and ensured they offered robust campaign management tools that will help marketing agencies to grow and achieve their business goals. We tested several features including lead management, collaboration and automation, planning and execution.
Sales Forecasting
Sales forecasting is another feature we thoroughly examined with each of the CRM softwares we have discussed that has a robust sales forecasting feature, that helps companies to project their estimated sales using historical data and current sales trends.
Reporting and Analytics
We evaluated reporting and analytics functionalities of the CRM systems we discussed, and ensured that they provided a wide variety of reporting and analytics functionalities. We did this to ensure that marketing agencies will not have any major issues analyzing the performance of their marketing campaigns.
Frequently Asked Questions
Final Thoughts on Choosing the Best CRM for Marketing Agency
Choosing the best CRM for a marketing agency is a crucial decision that can impact a marketing agency’s sales, customer service, and marketing efforts. It is important to consider the features, functionality, pricing, and scalability of the CRM system before making a decision.
Salesforce is a top performer CRM system for marketing agencies which you should try out. You can choose from the other CRM software we have discussed in this guide if you do not like Salesforce. When your marketing agency selects the right CRM system you get to streamline operations, improve customer service, enhance marketing capabilities, and boost ROI.
