CRM for Agency

Keep the conversation going

You put your heart and soul into the first few months to win that customer and sign up the project.

So, how do you engage with them from time to time to build trust and comfort? Like Aaron Levy, the Director of Paid Search at Elite SEM puts it, one of the key strategies to keeping clients engaged is to “be their best friends! Learn their birthdays, their kids' names and best of all

Automate your tasks

One of the key challenges agencies face is, they often don’t have a separate sales or business development team and a customer servicing team. Often, the same team that services the customer has to manage sales as well.

An advertising and media agency CRM software can reduce the time you invest in such tasks with workflow automations.

Discover and evaluate your prospects

While a winning pitch could make or break a deal with your prospect, what’s also important is to understand their business, and gain insights into what exactly they are looking for from your agency.