An agency CRM, built by one of the finest agencies in the world

Salesmate is the most affordable CRM for digital agencies because it covers everything a growing agency needs for success.  

You can manage communications using emails, calls, and texts without leaving Salesmate CRM. It saves hundreds of dollars for agencies on VoIP and text messaging subscriptions. 

Salesmate offers an industry-best pipeline management feature where you can customize unlimited pipelines and deals. You can genuinely customize Salesmate, visually and functionally, as per your agency’s needs.  

Salesmate offers tremendous automation capabilities with Sequences, Workflows, and Marketing Automation. 

Salesmate is literally the best solution for agencies at a cost they can afford.  

There are a number of agencies that can benefit from using sales CRM software, including digital agencies, advertising agencies, creative agencies, marketing agencies, and event planning companies.  

By tracking customer interactions and managing customer data, CRM software can help agencies to streamline their operations and provide better service to their clients.  

Additionally, CRM software can help agencies to identify new business opportunities and track the progress of current projects. By tracking customer interactions, agencies can better understand their client’s needs and desires and tailor their services to meet those needs.  

Additionally, by tracking project milestones and deadlines, agencies can ensure that they are meeting their commitments to their clients.  

In short, CRM software can be extremely beneficial to agencies of all types by helping them streamline operations, improve customer service, and identify new business opportunities.

When choosing a CRM software for an agency, it is important to consider the agency’s specific needs. Advertising agencies, for example, may need different features than digital marketing agencies. 

Size of the agency:

The agency’s size will likely dictate the most important features in a CRM software. Smaller agencies may not need as many features as larger agencies, and vice versa. 

Type of agency:

The type of agency will also dictate the most important features in a CRM software. Advertising agencies, marketing agencies, public relations firms, and event planning companies will all have different needs. 

Budget:

The budget for the CRM software is also an important consideration. Some applications can be very expensive, while others are more affordable. Finding an application that fits within the agency’s budget is important.  

Once the specific needs of the agency have been considered, it is important to compare a number of different CRM software in order to find the best one for the agency. There are number of factors that you need to consider before choosing the right CRM for your agency: 

Features:

Does the application have the features that the agency needs?

Usability: Is the application easy to use?

Pricing: Is the application affordable for the agency?

Support: Does the application have good customer support?

These are just a few factors that should be considered when choosing a CRM software for an agency. By taking the time to compare a number of different applications, agencies can be sure to find the best possible CRM solution for their needs.

There are a number of key CRM features that can be useful for agencies. Some of the most important features include:  

Contact management:  

This feature allows agencies to track customer contact information and interaction history. This is important for keeping track of client relationships and understanding customer needs. 

Lead tracking:  

This feature allows agencies to track potential customers and new business opportunities. This is important for identifying new sales prospects and understanding the sales pipeline. 

Project management:  

This feature allows agencies to track project deadlines, milestones, and progress. This is important for ensuring that projects are on track and meeting client expectations. 

Reporting:  

This feature allows agencies to generate reports on customer data, sales data, and project data. This is important for understanding trends and making decisions about future projects. 

Marketing automation: 

This feature allows agencies to automate marketing tasks, such as email marketing and social media campaigns. This is important for saving time and ensuring that marketing campaigns are effective. 

Sales pipeline management: 

This feature allows agencies to track the sales process from start to finish. This is important for understanding where deals are in the pipeline and ensuring that they close in a timely manner. 

Calling and texting:  

This feature allows agencies to directly make and receive calls and texts from the CRM software. This is important for staying in touch with clients and prospects. 

Personalized campaigns: 

This feature allows agencies to create personalized marketing campaigns for each customer. This is important for increasing customer engagement and conversion rates. 

Integrations:  

This feature allows agencies to connect CRM software (customer relationship management) with other applications, such as accounting software and email marketing platforms. This is important for creating a seamless workflow and avoiding data silos. 

These are just a few of the key CRM features that can be useful for agencies. By choosing a CRM software with these features, agencies can improve their operations and better serve their clients. 

There are a number of benefits of using a CRM for an agency. Some of the most important benefits include:

Improved customer relationships: 

A CRM software can help agencies to improve customer relationships by tracking contact information and interaction history. This information can help understand customer needs better and provide them with the best possible service.

Increased sales: 

A sales CRM can help agencies to increase sales by tracking leads and opportunities. This information can be used to identify new sales prospects and close more deals and also integrates with project management tools to provide you a complete picture of your customer journey.

Better decision making: 

A CRM software can help agencies make better decisions by generating reports on customer, sales, and project data. This information can be used to understand trends and make decisions about future projects.

Improved marketing: 

A CRM can help agencies to improve their marketing by automating tasks and personalizing campaigns. This can save time and ensure that marketing campaigns are effective.

Improved sales pipeline management: 

It can help agencies to improve sales pipeline management by tracking the sales process from start to finish. This information can be used to understand where deals are in the pipeline and ensure they close promptly.