A powerful CRM system not only simplifies interactions with clients but also enables advertising agencies to execute targeted, data-driven campaigns. This article delves into the realm of CRMs, exploring the optimal choices for marketing agencies.
Whether the goal is to enhance lead generation, elevate client management, or automate marketing endeavors, we’ve curated a list of the best CRMs for digital marketing agencies.
GoHighLevel stands out as the overall best CRM solution for marketing agencies. Developed by a marketing agency for agencies of all scales, this all-in-one CRM platform consolidates the essential tools required for lead acquisition, nurturing, and conversion under a single roof.
GoHighLevel goes a step further by providing a white-label reseller service, allowing digital marketing agencies to customize the entire platform with their branding and resell it to clients, retaining 100% of the profit.
Key Features of GoHighLevel:
- CRM: GoHighLevel offers a comprehensive Customer Relationship Management system, streamlining lead, deal, and customer interaction management within a centralized platform.
- Landing Page & Sales Funnel: With a user-friendly drag-and-drop builder, agencies can swiftly create captivating landing pages and sales funnels to drive conversions and effectively engage their audience.
- Lead Capture Forms: Customizable lead capture forms can be designed and easily embedded on websites or shared across social media platforms, facilitating efficient lead generation.
- Appointment Scheduling: The platform features a built-in appointment scheduling system, simplifying the process of scheduling appointments with leads and clients for a streamlined booking process.
- SMS Marketing: GoHighLevel empowers agencies with effective SMS marketing capabilities, offering a highly engaging way to connect with leads and customers, nurturing relationships, and driving conversions.
- Email Marketing: A robust email marketing system enables agencies to craft and dispatch personalized email campaigns, enhancing engagement and boosting conversions.
- White Label: GoHighLevel provides flexibility for agencies to rebrand and resell the software to clients at their preferred price point, allowing them to retain the entire profit.
- Sales Pipeline Management: Efficiently manage the sales pipeline with lead tracking, deal management, and detailed reporting, facilitating data-driven decision-making.
- Integrations: Seamless integration with popular tools like Zapier, Facebook, and Google enhances functionality and compatibility with existing software stacks.
GoHighLevel Pricing Plans:
- Agency Starter: Priced at $97 per month, this plan includes core features but is limited to a single user account.
- Agency Unlimited: Priced at $297 per month, this plan encompasses all standard features with the benefit of an unlimited user account.
- Agency Pro: At $497 per month, this plan includes all features of the Unlimited plan and adds white labeling and SaaS Mode functionality.
2. ClickFunnels 2.0
ClickFunnels 2.0, a prominent sales and marketing platform, incorporates a dedicated CRM and pipeline management section, offering agencies an effective and robust solution.
This multifaceted platform enables the creation of marketing campaigns while tracking opportunities, conversations, appointments, sales reps’ progress, phone calls, and lead scoring, among other functionalities.
The platform also provides users with extensive digital marketing training and customer support.
- Custom CRM Funnels: Tailored funnels play a crucial role in efficiently converting leads into paying customers, allowing meticulous tracking, deal closure, and essential customer support.
- Advanced Email Workflows: ClickFunnels 2.0 empowers users to construct and activate intricate email workflows based on user behavior, enhancing the effectiveness of email marketing campaigns.
- Course Builder 2.0: The updated course builder features a unique user interface and templates, facilitating seamless hosting of lesson videos with optimization, caching, and robust security. eCommerce Site Builder: ClickFunnels 2.0 introduces the eCommerce Site Builder, enabling users to craft comprehensive eCommerce stores directly within the platform.
- Blog Builder: Responding to user demands, ClickFunnels 2.0 introduces the long-anticipated Blog Builder, allowing users to effortlessly create and publish blog posts within the ClickFunnels ecosystem, enhancing organic traffic and content marketing efforts.
- Enhanced Load Times: ClickFunnels 2.0 achieves faster load times, surpassing competitors in the market, including GoHighLevel, Shopify, Kajabi, Keap, Kartra, and Groove Pages. This speed enhancement is particularly noteworthy, considering the multitude of new features introduced.
- Real-Time Analytics & Funnel Stats: ClickFunnels 2.0 incorporates a real-time analytics dashboard, providing vital insights into the performance of sales funnels.
- Customer Center: ClickFunnels 2.0 houses a comprehensive Customer Center, serving as a central hub for managing customer-related data. This multifunctional platform enables users to oversee customer courses, payment information, billing profiles, payment history, lead magnets, and more.
ClickFunnels 2.0 Pricing:
- ClickFunnels Basic Plan: Priced at $147 per month, this plan allows the creation and launch of up to 20 funnels. It includes provisions for 1 website, 10,000 email contacts, unlimited courses, workflows, pages, products, and email sequences, along with access to the share funnels feature.
- ClickFunnels Pro Plan: At $197 per month, the Pro plan extends capabilities, enabling the creation of up to 100 funnels. It accommodates 25,000 contacts, 1 website, 3 domains, and offers unlimited courses, workflows, pages, products, email sequences, share funnels, along with additional analytics and API access.
- Funnel Hacker Plan: Priced at $297 per month, this plan offers the most extensive features, allowing the creation of an unlimited number of funnels. It provides provisions for 3 websites, 9 domains, and 200,000 contacts, along with unlimited courses, products, email sequences, workflows, share funnels, enhanced analytics, and API access.
Freshsales CRM emerges as a cost-effective CRM solution meticulously designed to assist sales teams in small agencies in efficiently managing their sales pipeline and expediting deal closures. It proves to be an excellent CRM for small agencies, offering a free plan with potent tools for achieving successful sales outcomes.
With a range of automation features, Freshsales empowers users to optimize time management and elevate overall productivity.
Key Features of Freshsales for Marketing Agencies:
- Lead Capture: Facilitate lead acquisition from various sources, including email, chat, and social media platforms.
- Deal Management: Efficiently oversee the sales pipeline, encompassing lead monitoring, deal administration, and comprehensive reporting.
- Email Marketing: Employ a potent email marketing system to craft and dispatch personalized email campaigns to valuable leads and customers.
- Phone Integration: Seamlessly integrate with popular phone systems, enabling businesses to initiate and receive calls directly through the CRM.
- Reporting and Analytics: Harness the potential of a robust reporting system to monitor performance and make well-informed, data-driven decisions.
- Mobile App: Freshsales offers a user-friendly mobile app compatible with both iOS and Android, providing flexibility to manage the sales pipeline while on the move.
- Integrations: Maximize CRM capabilities through integrations with widely-used tools such as Zapier, Mailchimp, and Google.
Freshsales Pricing Plans:
- Growth: Priced at $15 per user per month.
- Pro: Available at $39 per user per month.
- Enterprise: Priced at $69 per user per month, offering advanced features.
HubSpot is a cloud-based software platform that integrates marketing, sales, and customer service tools, specifically tailored to assist advertising agencies in the entire customer journey, from attracting potential customers to converting them into loyal clients.
The platform offers an array of features designed to empower marketing agencies in managing campaigns, automating sales processes, and delivering top-tier customer service.
- Marketing Automation: HubSpot provides a suite of marketing automation tools for streamlined efforts, including email marketing, social media scheduling, and lead generation capabilities.
- Sales Automation: Businesses can automate sales processes, lead tracking, and deal closure using HubSpot’s sales automation features, which include sales tracking, lead management, and comprehensive sales analytics.
- Customer Service Automation: Elevate customer service with automated support processes, featuring ticket tracking, live chat, and customer feedback tools.
- Landing Page Builder: Create customized, conversion-optimized landing pages effortlessly with HubSpot’s landing page builder. It boasts customizable templates, intuitive drag-and-drop functionality, and A/B testing capabilities for crafting high-performing landing pages.
- Social Media Management: Streamline social media presence by scheduling and publishing posts on platforms like Facebook, Twitter, and LinkedIn. HubSpot’s social media management tool provides robust analytics and reporting features for monitoring social media performance.
- Free: $0 per month
- Starter: $30 per month
- Professional: $1,600 per month
Vendasta is an excellent CRM for marketing agencies, offering a comprehensive suite of tools and services to foster and maintain their online presence.
Notably, Vendasta focuses on B2B, providing a white-label solution that allows clients to rebrand the platform under their name. Alongside core functionalities, Vendasta offers comprehensive reporting and analytics tools, empowering businesses to evaluate performance and derive insights for data-centric decisions.
- Reputation Management: Effectively monitor and enhance online reputation across various review sites.
- Local SEO: Optimize websites and online listings for better visibility in local searches.
- Social Media Management: Efficiently handle and distribute content across diverse social media platforms.
- Website Builder: Craft and design professional-grade websites.
- Email Marketing: Comprehensive email marketing system for promoting business and services.
- Reporting & Analytics: Delivering detailed insights into online presence and performance.
- Lead Generation: A suite of tools, including forms and landing pages, aimed at generating leads.
- Essentials: $359 per month
- Professional: $749 per month
- Premium: $1,579 per month
- Custom: $3,099 per month
Monday.com is a cost-effective and versatile solution that seamlessly blends CRM, project management, and team collaboration functionalities.
This visual and adaptable platform equips users with the tools necessary to efficiently organize tasks, projects, and workflows. It serves as the ideal CRM software for digital marketing agencies looking to optimize project management and workflow automation while adhering to budget constraints.
- Task Management: Empowers businesses to create, oversee, and distribute tasks among team members while monitoring progress comprehensively.
- Project Management: Facilitates efficient project management, encompassing critical aspects such as timelines, budgets, and resource allocation.
- Team Collaboration: Fosters seamless collaboration among team members through features like chat, comments, and file sharing.
- Customizable Templates: Offering a diverse array of customizable templates tailored to different use cases, Monday.com accommodates requirements spanning project management, CRM, and more.
- Reporting and Analytics: Provides a robust reporting system, equipping businesses to monitor performance and derive insights for data-informed decision-making.
- Integrations: Monday.com offers seamless integration capabilities with other prominent tools, including Zapier, Trello, and Slack, thereby enhancing workflow efficiency.
- Basic: $10 per user per month.
- Standard: $14 per user per month.
- Pro: $16 per user per month.
- Enterprise: Tailored pricing options for businesses with specific needs and requirements.
Keap, formerly known as Infusionsoft, offers a user-friendly Customer Relationship Management (CRM) and marketing automation software designed specifically for small businesses.
This versatile platform includes a range of tools to streamline tasks such as creating compelling landing pages, nurturing leads, managing customer relationships, and automating the entire marketing workflow. This allows businesses to focus on their growth strategies by saving time and energy.
- CRM: Keap (Infusionsoft) CRM provides a powerful tool for efficient contact management, tracking customer interactions, and audience segmentation.
- Contact Management: Comprehensive tracking of customer interactions, notes, and relevant information, all conveniently consolidated in one centralized repository.
- Email Marketing: Empowers users to design and dispatch professional-grade emails to their contact list.
- Marketing Automation: Automates repetitive tasks, enabling streamlined lead nurturing processes.
- Sales Funnels: Facilitates the creation and monitoring of sales funnels to guide leads seamlessly through the sales journey.
- Appointments: Provides a mechanism for scheduling appointments with customers and sending timely reminders.
- E-commerce: Seamlessly integrates with e-commerce platforms such as Shopify and WooCommerce, simplifying the management of online sales.
- Reports & Analytics: Equips users with valuable insights into the performance of marketing and sales campaigns.
Keap (Infusionsoft) Pricing:
- Keap Pro: $129 per month
- Keap Max: $199 per month
- Max Classic: Pricing details not specified.
Zoho, a comprehensive suite of business software, includes a robust CRM tool among its array of offerings. With features encompassing contact management, sales automation, and marketing automation, Zoho streamlines marketing and facilitates efficient sales closure.
- CRM: Zoho boasts a powerful CRM system that empowers businesses to effectively manage their sales pipeline and foster enduring customer relationships.
- Project Management: Zoho includes a versatile project management tool, enabling businesses to navigate projects with ease, handling timelines, budgets, and resource allocation.
- Email Marketing: Businesses harness the potential of Zoho’s formidable email marketing system to craft and dispatch personalized email campaigns to their leads and customers.
- Social Media Marketing: Zoho facilitates the management of social media accounts, encompassing tasks such as posting updates and monitoring mentions.
- Lead Generation: Zoho provides lead generation tools, featuring web forms and landing pages, to facilitate efficient lead capture.
- Sales Pipeline Management: Businesses can efficiently oversee their sales pipeline, incorporating lead tracking, deal management, and comprehensive reporting.
- Reporting and Analytics: Zoho’s robust reporting and analytics system empowers businesses to meticulously track performance and glean insights for data-driven decisions.
- Integrations: Zoho seamlessly integrates with a variety of popular tools, including Google, Zapier, and Mailchimp, enhancing overall functionality.
- Free: This plan encompasses basic features such as email and document management, designed for up to 3 users.
- Standard: Starting at $12 per user per month, the Standard plan includes additional features like finance management and CRM integration.
- Professional: Priced from $20 per user per month, the Professional plan encompasses all the features from the Standard tier, with additional offerings such as marketing automation and project management.
- Enterprise: Available from $35 per user per month, the Enterprise plan encompasses all features from the Professional tier, offering advanced analytics and access to a dedicated account manager.
ActiveCampaign is a renowned marketing automation and CRM platform, serving as a valuable asset for agencies looking to streamline their marketing and sales endeavors.
This multifaceted platform offers an extensive array of tools, including email marketing, SMS marketing, marketing automation, and more, all designed to empower businesses in their client engagement strategies.
- Email Marketing: ActiveCampaign boasts a robust email marketing system that enables businesses to craft and dispatch personalized email campaigns to their leads and customers.
- SMS Marketing: The platform facilitates the sending of SMS messages to leads and customers, providing an exceptionally effective means of engagement.
- Marketing Automation: Businesses can effortlessly automate their marketing tasks, encompassing lead nurturing, segmentation, and various other processes.
- Deal Management: ActiveCampaign offers a comprehensive solution for managing the sales pipeline, including lead tracking, deal management, and detailed reporting.
- Reporting and Analytics: Equipped with a powerful reporting and analytics system, ActiveCampaign empowers businesses to monitor performance and make well-informed, data-driven decisions.
- Integrations: ActiveCampaign provides seamless integrations with other prominent tools, including Shopify, Salesforce, and Zapier, ensuring a versatile and efficient workflow.
- Lite: Priced at $9 per month, this plan includes fundamental features.
- Plus: For $49 per month, users gain access to more advanced features.
- Professional: Priced at $129 per month, this comprehensive plan encompasses the entire suite of features.
Bitrix24, a versatile CRM software, goes beyond customer relationship management to encompass project management, team collaboration, and customer support, establishing it as a reliable alternative to Infusionsoft. Its range of features includes:
- CRM: Bitrix24 empowers businesses with a potent CRM system, enabling them to effectively manage their sales pipeline and nurture valuable customer relationships.
- Project Management: With a comprehensive project management tool, Bitrix24 facilitates efficient project oversight, encompassing aspects like timelines, budgets, and resource allocation.
- Social Media Marketing: Bitrix24 offers the means to manage social media accounts comprehensively. Businesses can efficiently handle tasks such as posting updates and monitoring mentions.
- Reporting and Analytics: The software boasts a robust reporting and analytics system, providing businesses with the tools to track performance and make informed, data-driven decisions.
- Integrations: Bitrix24 seamlessly integrates with a variety of popular tools, including Google, Zapier, and Mailchimp, enhancing overall functionality.
- Free: Designed for up to 12 users, this plan offers limited features.
- Plus: At $19 per user per month, the Plus plan unlocks more advanced features, and expanding functionality.
- Standard: Priced at $99 per month, the Standard plan provides access to the full suite of features, offering comprehensive CRM capabilities for businesses.
Pipedrive, a CRM software tailored to the needs of sales teams, provides a host of features that streamline sales processes, including contact management, sales pipeline management, and deal tracking.
The platform also boasts seamless integration with other essential tools such as email marketing and social media platforms.
Key features of Pipedrive include:
- Sales Pipeline Management: Pipedrive equips businesses with a robust tool for managing their sales pipelines, enabling comprehensive control over the entire sales process. This includes efficient lead tracking and deal management.
- Email Integration: Integration with popular email systems like Gmail and Outlook allows businesses to seamlessly manage their email communications within the platform, enhancing workflow efficiency.
- Customizable Pipelines: Pipedrive offers businesses the flexibility to customize their sales pipelines, aligning them with their unique sales processes.
- Lead Management: The platform provides lead management tools that assist businesses in tracking and efficiently managing their leads throughout the sales cycle.
- Reporting and Analytics: Pipedrive’s powerful reporting and analytics system empowers businesses to monitor performance and make well-informed, data-driven decisions.
- Mobile App: With a dedicated mobile app available for iOS and Android, Pipedrive enables businesses to manage their sales pipelines on the go, ensuring flexibility and accessibility.
- Integrations: Pipedrive seamlessly integrates with a range of popular tools, including Google, Slack, and Mailchimp, enhancing overall functionality.
- Essentials: Starting at $9.90 per user per month.
- Advanced: Beginning at $19.90 per user per month.
- Professional: Priced from $39.90 per user per month.
- Enterprise: Starting at $59.90 per user per month
In summary, choosing the appropriate CRM software is a crucial decision for agencies aiming to streamline their operations and cultivate enduring client relationships.
Among the CRM options discussed in this article, GoHighLevel stands out as my top choice, surpassing all of its competitors.