As a digital marketing agency, it’s important to have a customer relationship management (CRM) tool in place. This is how you manage all clients in one place, keep communication across all channels transparent, and track deals from new to closed. As your agency scales, trying to do all of this in an Excel sheet becomes impossible.
What is a CRM Software?
A CRM or customer relationship management system software is a tool where you can manage your agency’s interactions and relationships with both current and potential customers. It’s a tool that helps you stay organized, efficient, and on top of your sales game. Plus, it helps you organize customer data.
By collecting information from multiple channels, like social media, email campaigns, feedback forms, etc, a CRM can give companies a 360-degree view of their customers. This data is then analyzed to generate insights into customer behavior, buying patterns, and needs.
The ultimate goal of a CRM is to increase customer experience and satisfaction. With the help of a CRM, companies can boost sales, improve customer retention, and build long-term loyalty.
There are a lot of different CRM tools on the market, so choosing the best one for your agency isn’t always quick and simple. But it’s considerably easier if you know what you’re looking for. For most agencies, these are the most important things to look for in a CRM:
- Ease of use: A CRM should be easy to use and understand. It should have a user-friendly interface that makes it simple to input data and find information.
- Customization: A good CRM will allow you to customize fields, workflows, and reports to fit your specific needs.
- Integrations: It’s important that your CRM integrates with the other software you use, such as your email marketing and accounting tools.
- Pricing: Make sure to compare pricing plans and find one that fits your budget.
Best CRMs for digital agencies
HubSpot CRM is a great choice for agencies because it’s easy to use and comes with a free version. Plus, it integrates with a wide range of other software, making it simple to manage your data.
Pipedrive is another good option for agencies. It’s known for being user-friendly and customizable, plus it has a free trial so you can try it before you commit.
Zoho CRM is a good choice for small to medium-sized agencies. It offers a wide range of features at a reasonable price, making it a great value.
Capsule is a CRM designed specifically for creative agencies. It’s easy to use and comes with features like project management, client portals, and task tracking.
Highrise is a simple CRM that’s great for small businesses and startups. It’s affordable and user-friendly, making it a good option if you’re just getting started with CRMs.
CRM Software FAQ:
Is CRM easy to learn?
CRM software is relatively easy to learn, especially if you choose a user-friendly option like HubSpot Sales CRM or Pipedrive. However, keep in mind that it may take some time for your team to get used to using a CRM and inputting data.
How much does a CRM cost?
The cost of a CRM depends on the features and integrations you need. Some CRMs have a free version. Others, like Zoho CRM, offer tiered pricing plans that start at $12 per month.
Does Google Have a CRM?
Yes, Google has a CRM called Google Contacts. However, it’s fairly basic and may not have all the features and integrations you need.
When should I start using a CRM?
If you’re starting to feel like you can’t keep track of your customers in Excel, it’s probably time to start using a CRM. A CRM will help you stay organized and efficient as your business grows.
There are a lot of great CRMs out there, so take some time to try out a few and see which one works best for your agency. With the right CRM in place, you’ll be able to manage your clients more effectively and grow your business.
What’s your favorite CRM? Let us know in the comments below!