Best CRM for Digital Marketing Agency
A curated list of best CRM tools for digital marketing agencies to manage customer journeys, prospects, and data with organized sales pipelines, suitable for agencies, small businesses, and enterprises.
Ideal Customer Profile
Digital marketing agencies of all sizes (SMBs to enterprises) looking to manage client relationships, leads, projects, and pipelines.
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Agencies seeking an all-in-one, scalable CRM with built-in marketing, sales, and service.
⚡ Key Features
- Marketing Hub
- Sales Hub
- Service Hub
- Free CRM
- Scalable paid plans
Pros
- ✓Integrated suite of tools
- ✓Free CRM available
- ✓Scalable for growth
"HubSpot gives companies the tools they need to grow better."
Perfect For
Agencies needing a CRM tightly integrated with their workflow to manage leads, deals, and projects.
⚡ Key Features
- Lead management
- Deal tracking
- Project delivery
- Client management
"Copper helps agencies connect with leads, win deals, deliver projects and create repeat clients."
Perfect For
Sales teams aiming to optimize their process and close more deals.
⚡ Key Features
- Sales pipeline
- Deal tracking
- Process optimization
"Pipedrive focuses on helping salespeople close deals by optimizing their process."
Perfect For
Large enterprises needing a comprehensive, scalable CRM platform.
⚡ Key Features
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Customer success platform
"Salesforce is the Customer Success Platform."
Perfect For
Teams needing rapid setup and high customization.
⚡ Key Features
- Lead tracking
- Sales pipelines
- Onboarding
- Fully customizable
"The flexible CRM platform that's quick to set up and easy to use."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Trial offers allow you to test features and fit.
- 2
Ensure the CRM integrates with your existing tools and systems.
- 3
Prioritize user experience and adoption among your team.
- 4
Look for flexibility and scalability as your agency grows.
- 5
Consider implementation approach and ongoing training costs.
- 6
Evaluate essential CRM features like lead management, marketing automation, integration, dashboards, collaboration, and mobile access.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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