Pipeline CRM- Best CRM for Sales-focused Agencies

The 5 Best Customer Relationship Management (CRM) Software for Agencies

Pipeline CRM- Best CRM for Sales-focused Agencies

Sustaining an independent agency involves juggling multiple projects with limited resources and workforce. You need to expand contacts and improve customer experience to ensure a steady revenue flow. Additionally, a thriving agency needs the following:

 

  • Proper document management system
  • Seamless internal communication 
  • Effective lead generation and qualification

 

This is where a reliable CRM for agencies comes in. It will help you track deals efficiently, streamline your sales team’s operations, and communicate with customers promptly.

 

Why CRM Software is Essential for Agencies

 

You’re an agency working tirelessly to attract and retain clients, manage projects, and deliver outstanding results. With so many moving parts, it’s easy for things to slip through the cracks and chaos to ensue. That’s where Customer Relationship Management (CRM) software saves the day. 

 

A good CRM software is a reliable assistant for agencies. Specifically, it:

 

  • Streamlines and syncs internal communication, making collaboration easy. 
  • Frees up your team’s time by automating mundane tasks. 
  • Generates leads through multiple channels.
  • Qualifies and manages leads.
  • Delivers a clutter-free bid and performance tracking experience.

 

That said, here are our top five CRM tools for agencies. 

 

Pipeline CRM: Best CRM for Sales-focused Agencies

 

Pipeline CRM- Best CRM for Sales-focused Agencies

 

First up on our list is Pipeline CRM, one of the best CRM solutions for agencies. Built by salespeople for salespeople, this custom CRM software is the all-in-one tool you need for scaling your agency’s revenue. 

 

Pipeline CRM offers practical sales tools to reach new client segments and generate high-quality leads. With best-in-class real-time tracking and analytics features, you can prioritize areas and improve operations. 

 

It also automates tasks, sends timely updates, and ensures excellent customer service with data-driven processes. 

 

Features

 

  • Custom deal stages to fit the unique needs of independent agencies. 
  • Automates repetitive tasks and sales commissions. 
  • Sends timely updates on deals and events.
  • Manages and monitors email drip campaigns
  • Tracks bid progress. 
  • Offers accurate sales forecasting. 
  • Provides integrations with popular email providers, marketing, and sales software.

 

Pros

 

  • Easy to set up, capable of fully functioning within 48 hours. 
  • Extensive automation for better sales management. 
  • Integrates with popular platforms, with Google apps, Outlook, Zapier, Mailchimp, and other sales tools.
  • Streamlined communication between both small and large teams. 
  • Monitors historical data and examines the cause of lost bids. 
  • Industry-best customer support.
  • Automated tracking of commissions reduces cost and increases transparency for remote sales teams.

 

Reviews

 

 

Pricing

 

Start plan: $25 per user per month.

Develop plan: $33 per user per month.

Grow plan: $49 per user per month.

 

Monday.com: Best CRM for Creative Agencies

 

Monday.com- Best CRM for Creative Agencies

 

Next up on our list is a robust and highly customizable CRM solution. From centralizing client communication to providing post-sales support, Monday.com’s CRM offers the perfect features for creative agencies. 

 

All the data is divided into folders and is organized into 50 folders in a clean and easy-to-navigate dashboard. Monday.com also allows users to fast-track their sales recruitment process and can seamlessly accommodate your growing team.

 

Features

 

  • Users can create custom pipelines according to different project specifications. 
  • Offers various integrations, including Gmail, Excel, and DocuSign.
  • Automated notifications for when a lead opens or replies to an email.
  • Provides personalized email templates. 
  • Tracks pipelines, project targets, and the team’s performance. 
  • Offers accurate sales forecasting. 

 

Pros

 

  • Intuitive user interface
  • The wide-ranging integration ensures a smooth flow of information, creating a connected ecosystem. 
  • Improves sales outreach with accurate analytics.
  • Real-time notifications and analytics updates enable teams to minimize mishaps and maintain precision. 
  • Creates realistic deadlines to help you manage multiple projects simultaneously. 

 

Cons

 

  • Users can’t choose multiple single dates in one date column. 
  • Some necessary features require upgrading to a pricier plan. 
  • Lack of visuals in analytics reports. 

 

Reviews

 

 

Pricing

 

Basic CRM: $30 per month

Standard CRM: $42 per month

Pro CRM: $72 per month

Enterprise CRM: Custom pricing

 

Insightly: Best CRM for Analytics

 

Insightly- Best CRM for Analytics

 

Having trouble handling all your projects with a small team? Insightly offers a modern CRM for agencies aiming to scale their operations. The platform’s highlight feature is its superior analytics and reporting capabilities, letting users improve customer service holistically. 

 

The platform’s unique lead routing feature streamlines prospecting and drives revenue growth. Additionally, it offers mobile applications to accommodate remote teams seamlessly. 

 

Features

 

  • Routes leads and tracks the most relevant information.
  • Tracks client pitches and monitors their position in the pipeline. 
  • Offers integrations with popular productivity tools. 
  • Provides mobile applications for remote teams. 
  • A/B and multivariate testing. 

 

Pros

 

  • The comprehensive dashboard highlights specific contexts of projects, relevant contacts, workflows, and metrics. 
  • Easy filters let users search for required information quickly. 
  • The customer support portal is easily accessible and convenient. 
  • High-quality analytics features offer real-time and detailed updates on projects and performance. 

 

Cons

 

  • The platform frequently logs out in case of non-use. 
  • Automations get changed often due to new updates. 

 

Reviews

 

 

Podio: Best CRM for Seamless Communication

 

Podio- Best CRM for Seamless Communication

 

The next addition to our list is a reliable and straightforward CRM solution called Podio. It is low-code, custom CRM software focusing on streamlining agency team communication. 

 

Podio centralizes all project content, conversations, and processes into one collaboration point for team alignment. Every stage is customizable to suit every project’s specifications and team’s requirements. The interface is stable and intuitive, making task delegation and project deployment easy for agencies. 

 

Features

 

  • Centralizes all relevant information in one clean dashboard. 
  • Offers an open-plan online office. 
  • Allows creating custom integrations and new apps as required. 
  • Provides add-ons built for specific use cases. 
  • Has mobile applications.

 

Pros

 

  • Makes coordination and collaboration easy by organizing all contacts, content, and conversations in one place. 
  • Project budget tracking and automation make it easy for your team to be on top of every project with the same operational accuracy. 
  • Offers 24×7 tech support for users.  

 

Cons

 

  • The free version lacks basic CRM features.
  • Refresh time is longer than the alternatives.
  • Costlier than other similar tools.

 

Reviews

 

 

Pricing

 

Plus: $11.20 per month

Premium: $19.20 per month

 

Salesforce: Best CRM for Large Agencies

 

Salesforce- Best CRM for Large Agencies

 

Salesforce is one of the most popular and reliable CRM software. Thanks to its numerous capabilities, it seamlessly accommodates large teams and multiple projects. 

 

It offers best-in-class marketing, sales, commerce, and service solutions, all in one platform. Users can import data sets from any source, analyze them, and get a comprehensive view of project progress. Salesforce is adaptive, scalable, and secure, with a customer-centric approach to every business operation.

 

Features

 

  • Hassle-free contact, opportunity, and quote management
  • Einstein Analytics for high business intelligence
  • Offers custom platforms for small businesses. 
  • Has a dynamic dashboard.
  • Offers mobile applications.

 

Pros

 

  • Superior analytical abilities unlock complicated sales as well as service insights.
  • Salesforce Lightning shows a complete view of the customer profile for better prospecting.
  • Easily creates ecosystems with your partners.

 

Cons

 

  • Bug issues.
  • Not beginner-friendly.
  • High-end pricing.

 

Reviews

 

 

Pricing

 

Available on request. 

 

Pipeline CRM is the Best Customer Relationship Management Software for Agencies

 

Agency life sometimes feels like a whirlwind of tasks, client meetings, and endless spreadsheets. But with the right CRM software, you can automate tedious tasks and focus on scaling your business. 

 

Pipeline offers everything you need for managing deals and clients for your agency. It’s beginner friendly and capable of accommodating teams of any size seamlessly. 

 

To acquire high-quality clients, handle multiple projects with precision, and boost your agency’s ROI, try Pipeline for free today!

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