Is your marketing agency looking for a new CRM tool? This list will make the choice easier!
In this article, you will learn how to choose the ideal CRM tool for your agency and discover 10 of the best solutions for this market. Whether it’s to manage your clients or acquire new leads for them, CRM tools are a fundamental part of a marketing agency’s work
What is CRM software?
CRM stands for Customer Relationship Management, which refers to the communication you establish with leads and clients. In this context, the software refers to the systems used to manage a company’s interactions with existing and potential customers.
Generally, teams use these tools to automate processes and increase profitability.
The 10 Best CRM Software for Marketing Agency
We’ve compiled a list of the top 10 CRM apps for marketing agencies in the market. Click on each one to learn about their features and prices.
- Drag
- Copper
- Nimble
- Thryv
- Insightly
- Creatio
- Spiro
- ConvergeHub
- EngageBay All-in-One Suite
- HubSpot CRM
1.Drag
Drag is a multifunctional tool that helps teams manage workflows such as sales CRM directly from Gmail. It can be used for CRM, helpdesk, project management, task management, and more.
Since much of the contact with leads happens via email in many companies, Drag helps eliminate the need to switch between Gmail and a CRM tool. Additionally, you can share an inbox to collaborate with the team, such as sales@company.com.
You can also view leads and pipelines in different formats like Kanban boards, lists, or previews, and add contextual notes (as well as tasks and files) to conversations with potential clients.
Some important Features:
- Shared inboxes
- Integration with Google Groups and Google Calendar
- Collaboration tools (allocations, reply as alias, internal chat, collision detection, shared drafts, etc.)
- Productivity features (checklists, tags, filters, notes, color organization, etc.)
- Kanban boards
- Automated email templates and sequences
Cost: There is a free version of Drag, limited to 3 users. For larger teams and agencies, advanced features start at $8/user/month.
2.Copper
Copper is a CRM tool for small agencies needing to manage sales leads and grow their customer base. It’s a simple tool that eliminates repetitive tasks and automates data organization. It integrates with Gmail and other Google apps.
It also allows you to view and manage workflows directly from email conversations. Copper sends alerts to follow up with potential leads so you never miss an opportunity.
Some Important Features:
- Integration with Google Workspace
- Workflow automation
- Mass emails and email templates
- Integration with external apps
- Reporting
- Sales forecasting
Cost: The Basic plan is limited to 3 users and 2,500 contacts, priced at $23. For more users, you can opt for the Professional plan at $59, which supports up to 15,000 contacts. For unlimited contacts, there’s the Business plan at $99.
3.Nimble
Nimble is a CRM that integrates with Office 365 and Google Workspace, making it easy for users and teams to manage contacts. It seamlessly integrates with productivity software (emails and calendars) to help teams close deals faster.
In other words, Nimble is ideal for agencies that nurture professional relationships via email, social media, and other external apps.
Some Important Features:
- Unified messaging
- Contact management
- Syncable calendar
- Real-time emails
- Custom fields
- Marketing and sales
- Email templates
- Email tracking
Cost: Nimble offers a single plan priced at $29.90/user/month. When paid annually, the cost is $24.90/user/month
4.Thryv
Thryv is a CRM designed for small businesses, focusing on task automation and customer-centricity. It makes it easier for teams to reach more clients, stay organized, get paid on time, and receive reports. Additionally, it allows for instant client interaction, reminders, email and SMS messaging, and scheduling meetings.
Some Important Features:
- Invoicing and estimates generation
- Scheduling organization
- Reputation management
- Marketing automation
- File storage and sharing
Cost: You need to contact the tool’s sales team for a personalized quote.
5.Insightly
Insightly is a platform to help agencies engage their clients, manage projects, and align sales and marketing goals. It also offers an ROI calculator to analyze marketing resources and growth potential.
Some Important Features:
- Lead management
- Mass emails
- Email templates
- Contact management
- Task and event management
- Cloud file attachment
- Opportunity management
Cost: The CRM tool has 3 plans. Plus is $29/user/month, Professional is $49/user/month, and Enterprise is $99/user/month. For including marketing tools, contact the sales team for a quote.
6.Creatio
Creatio is a global software company offering a low-code solution for managing processes and CRM. It includes services for marketing, sales, and operations, which you can acquire individually or in a single package.
Some Important Features:
- Lead management
- Opportunity management
- Sales across channels
- Sales forecasting
- Orders and invoices
- Project management
- Metrics
Cost: There are 3 plans: Team ($30), Commerce ($35), and Enterprise ($60). For the CRM package (marketing, sales, and operations), contact the sales team
7.Spiro
Spiro is a relationship management platform that automatically creates contacts, organizes and prioritizes opportunities, and provides next-step tips in your sales pipeline. Managers benefit from analytical reports aimed at helping the team achieve more sales conversions.
Some Important Features:
- Smart leads
- Account insights
- Opportunity updates
- Reminders
Cost: You need to contact the sales team for a personalized quote.
8.ConvergeHub
ConvergeHub is a CRM that includes sales, marketing, customer service, and billing features. You can use the platform to attract leads, prospect clients, close sales, resolve service tickets, create contracts, store documents, send quotes, create invoices, and much more.
ConvergeHub also allows teams to customize and automate workflows according to their needs.
Some Important Features:
- Salesforce automation
- Customizable campaigns
- Invoice and payment tracking
Cost : There are four plans: Starter ($9 per user/month), Pro ($29 per user/month), Premium ($59 per user/month), and Industry (contact the team for a custom quote).
9.EngageBay
EngageBay is a simple yet powerful CRM that offers a complete solution in marketing automation, sales CRM, helpdesk, and even live chat. It’s a tool designed for agencies that need to centralize their process of acquiring, engaging, and converting visitors into a single platform.
Some Important Features:
- Email marketing
- Automated sequences
- Landing pages
- Lead capture forms
- 360º view of customers
- Scheduling
Cost: The Basic plan costs $14.99 per user/month and supports up to 500 contacts. The Growth plan costs $49.99 per user/month and accommodates up to 5000 contacts. However, large agencies requiring unlimited contacts may prefer the Pro plan, priced at $99.99 per user/month.
10.Hubspot CRM
Hubspot CRM for Marketing Hubspot offers a CRM software with a dashboard that provides a clear view of your sales flow. Additionally, you can obtain reports on sales metrics, productivity, and individual performance, showing how your team operates best.
Some Important Features:
- Dashboard
- Deal tracking
- Live chat
- Email tracking
- Company insights
- Active prospecting
- Meeting scheduling
Cost: Hubspot CRM is free and has no expiration date. It can be included in a business management software package, where contacts will be synchronized and can be limited.
Conclusion
Finding the right CRM tool for marketing agencies can be a complex task, but with the options listed above, we hope your choice becomes easier.
After exploring these options, it’s important to check reviews on directories like Capterra and G2 to see what other users think. Additionally, it’s worthwhile to take advantage of trial periods offered by each tool to better understand how they work and whether they fit your agency’s needs.
Meanwhile, if you’re also looking to choose project management software for your marketing agency, in addition to CRM, check out our guide on task management tools!
