A CRM platform for agencies provides marketing agencies with a centralized system to manage their customer interactions, marketing campaigns, sales pipelines, and customer support.
With so many options available in the market, it can be challenging for agencies to choose the CRM software that suits their specific needs.
In this article, we will explore some of the best CRM platforms available for marketing agencies and help you decide which one is best suited for your business.
5 Best CRM Platforms for Agencies
GoHighLevel stands out as the ultimate all-in-one CRM platform meticulously designed for digital marketers, business owners, and agencies of all sizes.
With a comprehensive suite of tools, the platform empowers businesses to effectively manage customer relationships, streamline marketing efforts, and automate sales processes.
The intuitive interface and user-friendly design of GoHighLevel make it a breeze for businesses to navigate and manage their sales funnels, track leads, and implement automated marketing campaigns.
The platform provides a seamless experience, enabling businesses to optimize their marketing strategies and drive results.
One notable feature of GoHighLevel is that it’s a powerful white label CRM for agencies. This means that agencies can customize and rebrand the software as their own, providing a unique offering to their clients.
This white label option opens doors for agencies to resell the software while retaining 100% of the profit, boosting revenue streams and strengthening client relationships.
Lead capture and management: GoHighLevel offers a comprehensive set of tools for capturing and managing leads within the platform. These tools include lead forms, lead scoring capabilities, and lead nurturing features. Businesses can easily collect and organize leads, ensuring efficient lead management.
Appointment scheduling: The platform simplifies appointment scheduling with automated reminders to prevent missed appointments. It also provides tools to track appointment history and performance, helping businesses stay organized and ensure seamless scheduling.
Text messaging and call tracking: GoHighLevel integrates built-in text messaging and call tracking features, enabling businesses to communicate with customers through convenient text messages. Additionally, the platform allows for call tracking, providing valuable insights into customer interactions and communication channels.
Email marketing and automation: Businesses can leverage GoHighLevel’s email marketing tools to create and automate email campaigns. The platform offers features such as tracking open and click rates, as well as comprehensive campaign performance analysis, helping businesses optimize their email marketing strategies.
Sales funnel building and management: GoHighLevel empowers businesses with intuitive tools for building and managing sales funnels. With drag-and-drop functionality, businesses can create customized sales funnels and utilize funnel analytics to track performance and make data-driven optimizations.
CRM and project management: The platform incorporates a robust CRM system that enables businesses to efficiently manage customer data. Additionally, GoHighLevel includes a project management system that helps businesses track tasks and projects, ensuring effective project execution and streamlined workflows.
Analytics and reporting: GoHighLevel provides extensive analytics and reporting features, allowing businesses to track key metrics and gain valuable insights into their marketing and sales performance. The platform equips businesses with the necessary data to make informed decisions and optimize their strategies for better results.
There are 3 GoHighLevel pricing plans and they cater to different business needs. The Agency plan starts at $97 per month, providing access to the core features of the platform. This plan is ideal for agencies and businesses looking to utilize the essential functionalities of GoHighLevel.
For those seeking more advanced capabilities, the Agency Unlimited plan is available at $297 per month. In addition to the features offered in the Agency plan, this plan allows users to create and manage an unlimited number of client accounts. It provides expanded capabilities to cater to the needs of growing agencies and businesses.
The Agency Pro plan is designed specifically for white label SaaS resellers and is priced at $497 per month. In addition to the features available in the Agency Unlimited plan, the Agency Pro plan offers the option for white labeling. This means that businesses can customize and brand the platform as their own, providing a seamless experience for their clients and maximizing their branding opportunities.
HubSpot is a widely recognized platform for sales, marketing, and customer service, offering the best CRM solution for agencies.
It stands out with its generous free plan and affordable paid plans, making it accessible to businesses of all sizes.
With its comprehensive suite of tools for marketing, sales, and customer service, HubSpot empowers businesses to effectively manage their entire customer lifecycle within a single platform.
Marketing Hub: The Marketing Hub comprises a suite of tools dedicated to assisting businesses in attracting and engaging potential customers. It encompasses various features such as social media management, email marketing, SEO optimization, and lead generation tools. With these tools, businesses can effectively execute their marketing strategies and drive customer engagement.
Sales Hub: The Sales Hub is a comprehensive toolkit tailored to help businesses manage their sales processes. It offers a range of features including contact management, deal tracking, and sales automation tools. By utilizing these tools, businesses can efficiently track and manage their sales pipeline, resulting in improved sales performance.
Service Hub: The Service Hub is designed to empower businesses in managing their customer service processes. It offers a set of features that facilitate ticket tracking, knowledge base creation, and customer feedback management. These tools enable businesses to provide exceptional customer support and enhance customer satisfaction.
CMS Hub: The CMS Hub serves as a robust content management system that allows businesses to create and manage their website content. It provides features such as customizable website themes, intuitive drag-and-drop editing, and multi-language support. With the CMS Hub, businesses can easily maintain and update their website content to deliver a seamless user experience.
Operations Hub: The Operations Hub is a comprehensive toolkit designed to streamline internal processes within businesses. It offers features such as data syncing, workflow automation, and custom reporting. By leveraging these tools, businesses can enhance operational efficiency, automate repetitive tasks, and gain valuable insights through customized reports.
App Marketplace: The App Marketplace is a curated collection of third-party apps that seamlessly integrate with the HubSpot platform. This allows businesses to extend the functionality of their HubSpot account by integrating additional apps and tools. With a wide range of integrations available, businesses can tailor their HubSpot experience to suit their specific needs and requirements.
Analytics and Reporting: HubSpot provides robust analytics and reporting tools that enable businesses to track their performance and gain actionable insights. These tools offer comprehensive data analysis, allowing businesses to monitor key metrics, identify trends, and make data-driven decisions to optimize their marketing, sales, and customer service efforts.
Free: The Free plan offers essential features such as contact management, email marketing, and basic social media tools at no cost.
Starter: The Starter plan builds upon the Free plan, offering additional features like lead management and reporting tools to enhance your marketing efforts. Pricing for the Starter plan starts at $30 per month, providing affordable options for businesses looking to expand their capabilities.
Professional: The Professional plan unlocks more advanced features including marketing automation and custom reporting. With this plan, businesses can streamline their marketing processes and gain deeper insights into their campaigns. The Professional plan is priced at $800 per month, catering to businesses with more comprehensive marketing needs.
Enterprise: The Enterprise plan encompasses all the features of the Professional plan and adds exclusive functionalities like predictive lead scoring and custom event triggers. Designed for large-scale businesses, this plan provides advanced tools to optimize marketing strategies. Pricing for the Enterprise plan starts at $3,200 per month, offering robust capabilities for businesses seeking the highest level of customization and automation.
Systeme.io is a versatile all-in-one business platform designed to empower entrepreneurs and businesses with a wide range of essential tools.
With Systeme.io, businesses can create and manage online courses, sales funnels, membership websites, and email marketing campaigns all in one place.
By offering this comprehensive set of tools, Systeme.io enables businesses to effectively manage their customer relationships and drive growth through efficient marketing and sales strategies.
Lead capture and management: Systeme.io offers a range of tools to capture and manage leads within the platform. This includes features such as lead forms, lead scoring, and lead nurturing, allowing businesses to effectively capture and nurture leads to drive conversions.
Sales funnel building and management: Systeme.io empowers businesses to create and manage sales funnels with ease. Businesses can create custom landing pages, implement upsell and downsell offers, and utilize order bumps to optimize their sales funnels and maximize revenue.
Email marketing and automation: With Systeme.io, businesses can create and automate email campaigns to engage with their audience. The platform provides tools to track open and click rates, segment email lists, and analyze campaign performance, enabling businesses to deliver targeted and personalized email marketing campaigns.
Membership site creation: Systeme.io offers features for creating and managing membership sites. Businesses can create multiple membership levels, manage user access, and provide exclusive content to their members, enhancing customer retention and generating recurring revenue.
Webinar creation and management: Systeme.io includes tools for creating and hosting webinars. Businesses can create engaging webinar experiences, track attendee behavior and engagement, and effectively deliver valuable content to their audience.
Affiliate management: The platform enables businesses to set up and manage affiliate programs. Systeme.io provides features for tracking sales generated by affiliates, managing commission payouts, and empowering affiliates to promote and sell products or services.
CRM and project management: Systeme.io provides a CRM system to manage customer data and interactions. Businesses can track and organize customer information, enhance customer relationships, and drive personalized marketing efforts. The platform also offers project management features to track tasks and projects, improving team collaboration and efficiency.
Free Plan: Systeme.io provides a free plan at no cost, allowing businesses to access essential features and get started without any financial commitment.
Startup Plan: For businesses looking to expand their operations, the Startup plan is available at $27 per month. This plan provides additional features and resources to support business growth.
Webinar Plan: The Webinar plan is tailored for businesses that require webinar hosting capabilities. Priced at $47 per month, this plan includes advanced features for creating and managing webinars.
Enterprise Plan: Designed for larger businesses with more extensive requirements, the Enterprise plan is priced at $97 per month. This plan offers enhanced functionalities and additional resources to support the unique needs of larger organizations.
Freshworks is a cloud-based customer engagement platform that provides a range of products, including Freshsales, a powerful CRM tool.
With Freshsales, businesses can enjoy a variety of features such as lead management, deal management, and marketing automation.
This comprehensive CRM solution is not only effective but also affordable, making it an excellent choice for small businesses.
One of the key advantages of Freshsales is its seamless integration with various third-party applications, including Google Apps, Mailchimp, and Zapier.
This integration capability allows businesses to streamline their workflows and leverage existing tools within their CRM system.
Sales Automation Tools: Efficiently manage your leads, deals, and contacts with Freshsales’ intuitive lead management, deal management, and contact management features.
Marketing Automation Tools: Streamline your marketing efforts with email marketing and campaign management tools that enable you to engage your audience effectively and drive conversions.
Customer Support Tools: Enhance your customer service with help desk management and customer portals, allowing you to provide exceptional support and resolve customer queries promptly.
Advanced Analytics and Reporting: Gain valuable insights into your sales and marketing performance through advanced analytics and reporting features. Track key metrics, measure campaign success, and make data-driven decisions.
Integrations with Third-Party Applications: Freshsales integrates seamlessly with various third-party applications, enabling you to leverage existing tools and enhance your workflow efficiency.
Mobile App: Stay connected and manage your sales activities on the go with the Freshsales mobile app, available for both iOS and Android devices.
Advanced Security Features: Protect your data with advanced security measures such as data encryption and two-factor authentication, ensuring the confidentiality and integrity of your information.
Freshsales offers three pricing plans to accommodate businesses of different sizes and needs:
Growth Plan: This plan is available for free, allowing you to get started with the basic CRM features at no cost. It is ideal for businesses that are just starting out or have minimal CRM requirements.
Pro Plan: The Pro plan is priced at $39 per user per month. It includes advanced features and capabilities to support growing businesses. With this plan, you can unlock additional functionalities and enjoy more robust sales and marketing tools.
Enterprise Plan: The Enterprise plan is designed for larger businesses with more complex CRM needs. It is available at $69 per user per month and offers extensive customization options, enhanced security features, and dedicated support to cater to the specific requirements of enterprise-level organizations.
Freshsales’ Growth plan can be considered a free CRM software as it provides the opportunity to use the CRM without any cost. As your business grows and your CRM requirements expand, you can choose to upgrade to the Pro or Enterprise plans to access more advanced features and additional support.
Keap is a cloud-based CRM software designed to empower small businesses in managing customer interactions and automating essential business processes.
With its comprehensive suite of features, Keap offers a centralized platform for businesses to store customer data, track interactions, and improve overall customer relationships.
Key features of Keap include:
Customer Data Management: Keap provides a centralized database for businesses to store and manage customer information, ensuring easy access and organization of critical data.
Sales and Marketing Automation: Automate sales and marketing activities such as lead management, email campaigns, and follow-up reminders. Keap streamlines these processes, saving time and improving efficiency.
Appointment Scheduling: Simplify appointment management with Keap’s scheduling tools. Businesses can easily schedule, track, and manage appointments, ensuring a seamless customer experience.
Integration Capabilities: Keap integrates with popular third-party applications like Zapier and QuickBooks, allowing businesses to connect their CRM with other essential tools and streamline workflows.
Reporting and Analytics: Gain valuable insights into business performance with robust reporting and analytics features. Keap provides data-driven metrics and visualizations to help businesses make informed decisions.
The pricing for Keap starts at $129 per month for the Pro plan, which includes a range of essential features to manage customer interactions and automate sales and marketing processes.
For more advanced features and capabilities, businesses can opt for the Max plan, which is priced at $199 per month.
For larger businesses with specific requirements, Keap offers the Max Classic plan with custom pricing tailored to their needs.
Choosing the correct CRM solution for agencies for your business can have a significant impact on streamlining your customer relationship management process.
The top CRM systems discussed in this article provide comprehensive features that allow businesses to automate their sales, marketing, and customer service activities within a unified platform.
These exceptional CRMs not only boost efficiency and productivity but also improve customer satisfaction and loyalty.
Regardless of whether your business is small or large, investing in one of these software solutions can help you accomplish your business objectives and stay ahead of the competition.