Has digital marketing dynamics changed so much that we are moving on to different tactics to create ‘brand value’? Yes, it has pushed the limits of designers to work on new things graphically and keep the audience’s perspective. From writing those catchy taglines to delivering more than expected, it has become a new routine for marketing agencies.
But what if there is a hybrid solution for that? Using software for marketing agency and customer relationship management will make things simpler and easier. About 47% of CRM users reported significant improvements in customer retention and satisfaction. There are many reasons why such tools have become so common.
Problems faced and how can CRM solve those?
Poor communication isn’t new for agencies. These misunderstandings lead to client loss. Can you afford it? No. Hence, CRM systems come in handy by providing a centralized platform to communicate and receive updates, reports, and feedback.
What do the clients not expect? Unrealistic expectations about the results they want after the campaign are hard to cope with. With the full team collaboration and right tools, you can set and manage all these by tracking progress on defined goals and providing transparency.
Anything you can do without data? Who are your potential customers? How to approach them? Without data and without marketing agency software, agencies may make uninformed decisions. CRM software for marketing agencies collects and analyzes data so you can create personalized content.
E-commerce has brought so much competition that recurring clients have become a nightmare now. But wait! Using CRM can help you increase satisfaction levels, which in turn increases client retention rates.
7 Best Software for marketing agency are:
1. CrmOne
From conventional lead management software to the latest tech-based AI, CrmOne has proved to be the best software for marketing agencies. The user-friendly and intuitive interface is a cherry on top!
Sourcing leads is very important for marketing agencies. Marketing tools such as social media, WhatsApp, WhatsApp marketing, and email marketing can help digital marketing agencies work.
The lead and project management tool helps you sell more and close deals with automated and easy-to-easy-to-use. Sourcing and project management can be done from the centralized interface. You can even bulk import data and categories and customize the listing names.
With workflow automation, you an agency tool that can simplify the marketing and sales processes. Agencies don’t have just one client to work for. To simplify things and save resources, CrmOne offers an email template builder digital agencies and a website builder for Start-ups and small businesses.
Almost every digital marketing software feature is customizable, so you can give your own brand values to the digital marketing tools and strategies. What about team alignment? Customized dashboards can come in handy. With this marketing software for agencies, you can build transparency both externally and internally.
Teams resource management can view the status and check reports for a proper vision of their goals. Moving ahead to AI and Automation. Creating content with AI can now be done smoothly. From A to Z, you can rely on CrmOne’s ‘Aeri’, the newly launched AI.
Note: AI Chatbots: Handle customer queries 24/7 via WhatsApp, webchat, and other social media channels, reducing response time by 78%.
Strong, Creative, and Impactful, Aeri can take control of your marketing strategies by aligning everything in order. Workflow automation aligns repetitive tasks like data entry and lead routing. It also automates follow-ups across sales and marketing pipelines. AI chatbots handle customer queries 24/7 via various platforms.
Omnichannel marketing includes bulk campaign tools for WhatsApp, email, and SMS. It also offers social media management tools, including scheduling and lead capture. Reputation is social media management software that helps track online sentiment and address feedback.
Client-centric customization allows for building websites and funnels with drag-and-drop templates. Multi-client workspaces manage separate pipelines and dashboards for each account. Enterprise-grade capabilities include built-in calling and GDPR compliance.
Pricing:
$199/ Unlimited Users/Month
2. HubSpot
It is reliable and trustworthy software for marketing agencies. It lets agencies store 1 million contacts and track deals, emails, and interactions across clients. With in-demand features best marketing agency collaboration tools such as Smart Contact Profiles and auto-update client details (like social activity or email opens), it saves manual data entry time and resources.
You can group contacts by location, interests, or behavior to send targeted emails or ads. This allows you to think about strategies that you can apply. Also, for the reports, you can create branded dashboards for clients to view campaign progress.
Once done with the marketing, agencies can create a workflow builder to set up automated workflows and auto-replies for form submissions, lead nurturing sequences, or social media posts.
With AI content tools, generate blog ideas, email drafts, social media scheduling, or ad copy in seconds. Schedule emails, social posts, and ads from a single calendar to make your work easier.
Monitor open rates, click-throughs, and link heatmaps to refine campaigns. See which channels (social, email, ads) drive the most leads or sales. Share live reports showing ROI, lead growth, or website traffic with clients.
Pricing:
$3600/ 5 users /month
3. Centripe
Centripe is the best agency management software for creative agencies. It has all the essential tools and resources required by marketing agencies. From contact and project management platforms to lead analytics, every process is taken care of.
The marketing platform also allows users to create websites, funnels, and landing pages while also tracking campaigns and effortlessly managing reputation. The lead management system allows you to manage leads through contact and account management features, which include advanced filtering, follow-ups, and lead scoring.
The appointment scheduling and multi-channel communication smooth client interactions, making the customer experience top-notch.
The AI is too advanced! It has generative AI tools that assist in data analysis and optimization and gives insights into campaign performance and customer sentiment. It offers funnel reports, project progress, and target tracking, along with forecasting time tracking and outcomes.
Centripe also has agency software that offers revenue generation opportunities through its membership areas and white-label SaaS offerings. Agencies can create course pages or affiliate programs to diversify their income streams while providing valuable resources to clients.
Pricing:
$299/ month
4. Salesflare
This is a must-know for B2B-focused agencies! It automatically updates lead data, and marketing agency tools so you are well-equipped with the latest ones. It can track email and website interactions and suggest follow-ups using AI.
Software for a marketing agency management software that sells to businesses with LinkedIn/Gmail/ Outlook integrations for smooth lead tracking. It creates automated email sequences and task reminders to nurture leads without manual effort.
It prioritizes high-potential leads based on engagement patterns. It is ideal for agencies managing long sales cycles or needing hands-off data entry. It offers a visual sales pipeline’ from an easily controllable overview.
The mobile app lets you keep track of everything at your fingertips. You can set AI to give automated replies and check the conversation later on your phone.
It has a comprehensive suite of relationship intelligence features that increase coordination among team members and help you penetrate the team’s relationship network. Convert your inboxes and calendars into an automated address book containing everyone your team knows.
Pricing:
$99/month/five users
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5. Zoho CRM
Zoho is marketing software for agencies with an excellent reputation. It offers 360-degree client and project management software, allowing you to keep all data in one centralized location and easily track client interactions.
You can view the clients’ timelines, showing their interests/ dislikes, what they purchased, the tactics that triggered the action, and more. The Omnichannel communication capabilities let agencies reach clients through various channels, including email, phone, and various social media platforms.
Also, it provides notifications through Sales Signals that alert users when prospects engage with website or email campaigns so the marketing teams can respond promptly. But what if it’s after office hours? Well, then Zoho’s AI is capable enough to take care of the whole conversation, and you can see the details the next day.
The integrated campaign and reporting tools simplify the process of running and managing marketing campaigns. You can automate email campaigns linked to specific leads and track performance.
The mobile app lets your team access critical information on the go. It also has a social media management feature that lets you monitor multiple and scheduling social media posts and accounts. You can set up notifications for brand mentions and relevant keywords.
Pricing:
$200/ month/five users
6. ActiveCampaign
ActiveCampaign allows marketing agencies to create dynamic content in their email campaigns and landing pages. This feature enables users to tailor content based on the recipient’s behavior, preferences, and demographics.
Agencies can display different content marketing messages or offers to different audience segments, enhancing engagement and conversion rates.
ActiveCampaign includes an advanced lead scoring system that helps agencies prioritize leads based on their engagement levels and interactions with the brand. This feature allows users to assign scores to leads based on actions such as email opens, clicks, website visits, and social media interactions.
The platform features integrated messaging and live chat, enabling real-time communication with clients and leads. Agencies can engage website visitors through live chat, providing instant support and answering queries as they arise.
The messaging feature allows for targeted outreach via various channels, such digital agency tools such as SMS and social media. This capability enhances customer service and engagement by allowing agencies to respond promptly to inquiries.
Pricing:
$145/ month/five users
7. Click Funnels
Known for its user-friendly funnel-building capabilities, Click Funnels is unique software for marketing agencies. It lets you create stunning landing pages and sales funnel without coding skills. You can design simple opt-in pages for complex sales processes.
You can create membership sites. Build exclusive content areas where clients can access courses, training materials, or community forums. Add membership options to generate recurring revenue and create a loyal customer base.
ClickFunnels includes built-in A/B testing tools that enable agencies to optimize their funnels and landing pages easily. Users can test different headlines, images, and call-to-action buttons to see which variations perform best with their audience.
You can track key metrics such as conversion rates, average order values, and customer acquisition costs all in one place. This level of detail helps marketing teams understand what’s working and what needs improvement.
Pricing:
$248/month/ 10 users
Conclusion:
Having such software is an ultimate blessing. They take out the routine work and give you much more time to work on the things that matter more significantly. These tools can become very effective once deployed for a short training free trial period.
You have to view 2025 as one of the most challenging years. The previous year was the set-up for AI, automation, and everything. This year, it’s going to be a lot more for businesses and agencies. You would like to create opportunities with such tools and keep your clients happy with high Sales and ROI.
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