• Business Tips

How to Choose The Best CRM for Digital Marketing Agencies?

  • Felix Rose-Collins
  • 5 min read
How to Choose The Best CRM for Digital Marketing Agencies?


When it comes to digital marketing, having the right tool is essential. A CRM (customer relationship management) system can help you keep track of your leads and customers, making your job a lot easier.

CRM is a tool that allows you to track how customers interact with your company. You can observe how they go about purchasing services from your company. It enables you to comprehend how customers go through the conversion process.

This is an important feature because not every customer follows the same purchasing process.

When your customers have varying interactions with your website, it becomes difficult to process all of the data.

CRM simplifies the process and enables you to create tailored campaigns for your target audience. But with so many CRMs out there, how do you choose the best one for your marketing agency?

In this post, we'll give you tips on how to pick the right CRM and highlight some of our favorite options. So read on to learn more!

Advantages of Using an Integrated CRM for Digital Marketing Agency

Advantages of Using an Integrated CRM for Digital Marketing Agency (Image source)

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There are many benefits of using a CRM system for your digital marketing agency. Here are some of the most important ones:

Manage your leads and customers effectively

A CRM system enables you to store all your lead and customer information in one place, also you can easily access it when you need it.

Nurture your leads

A CRM system can help you automate your lead nurturing process. This way, you can make sure that you are engaging with your leads and moving them down the funnel. It also helps you find the roadblocks in your sales process.

Close more deals

Once you have removed the roadblock during the lead nurturing process. It time to go for the final kill! A CRM software can assist you in tracking your deals, so that you can see where your deals are at a glance and close more deals to generate more revenue.

Measure performance

A CRM system provides a variety of reports that you can use to measure and track performance of your sales and marketing teams. You can get all the insights that you want from campaign to lead quality and closing. It helps you make precise forecasts and make data driven decisions to generate more revenue.

Save time

One can automate various tasks, such as email marketing, lead assignment, scheduling meetings, updating contact and company records, and lead nurturing. You can save a lot of time and focus more on things that matter.

Stay organized

A CRM system helps you keep all your information organized in one place. This way, you can have access to all your records and conversation history whenever required. It helps you to start the conversation with leads and customers where you left off.

Why is CRM Necessary for Digital Marketing Agencies?

Why is CRM Necessary for Digital Marketing Agencies? (Image source)

CRM is necessary for digital marketing agencies as it helps them manage their leads and customers in an effective manner. It also helps agencies nurture their leads, close more deals, measure performance, save time and stay organized. All these factors contribute to the success of a digital marketing agency.

Digital marketing agencies need to keep track of a lot of data, such as customer interactions, website visits, conversion rates, and campaign performance. This data is important to help the agency understand their customers better and create targeted campaigns that will generate more leads and sales.

A CRM system simplifies the process of tracking this data and makes it easier for agencies to make decisions based on facts and data.

Key features of a CRM software for Digital Marketing Agencies

When choosing a CRM software for your digital marketing agency, you should look for the following features:

  • contact management
  • Sales pipeline management
  • Deal management
  • List and Segments
  • Live chat
  • Web forms
  • Drip sequences
  • Team Inbox etc.

The bottom line is that CRM is an important tool for digital marketing agencies to be successful. It helps streamline their entire sales, marketing and support processes resulting into more revenue and happy customers.

How to choose a CRM for Digital Marketing Agencies?

Following are the points which you should look for while choosing the best CRM for your digital marketing agency:

Contact Management

A CRM should also enable you to manage your contacts easily. It should let you add notes and tasks, so that you can follow-up with your leads and customers effectively.

Deal Management

Managing deals will help you track your deals within the sales pipeline, so that you can close more deals. It also allow you to create custom reports, so that you can see where your deals are getting stuck and you can remove the obstacles to streamline your sales process.

Lead tracking

This is an essential feature for any digital marketing agency. A CRM should allow you to track your leads from start to finish, so you can identify the hot leads at early stage and prioritize it to generate more revenue.

Pipeline management

A CRM with sales pipeline software can help you manage your sales pipeline. Keep a bird-eye view on all your deals and take required steps to shorten your sales cycle.


A good CRM will offer various reports that you can use to measure your performance and track your results.


Another important thing to look for is integration. A good CRM should be able to integrate with other software that you use, such as your email marketing platform or your accounting software.

SMS marketing

Another great feature to look for is SMS marketing. This way, you can send text messages to your leads and customers and stay in touch with them even when they're on the go.

Web forms

A good CRM should also offer web forms so that you can capture leads from your website. Now that you know what to look for in a CRM system.

Email Sequence

You should also look for a CRM that offers email sequences. This way, you can automate your follow-up emails and make sure that your leads are getting the information they need.

Live Chat

Live chat is another great way to stay in touch with your leads and customers. A good CRM will offer live chat so that you can answer any questions they have in real-time. It helps to build better relationships with your leads and customers.

How to use CRM for content marketing?

A CRM system can be a valuable tool for content marketing. It helps small businesses occupy the space where only giants were performing till now. So, using content marketing for your small business can be a game changer and using it along with a CRM can deliver you exceptional results. Here are a few ways you can use CRM to improve your content marketing:

  1. Automate your content distribution: A CRM can help you automate your content distribution so that your content reaches your target audience more effectively.
  2. Segment your audience: A CRM can help you segment your audience so that you can tailor your content to their specific needs.
  3. Analyze your results: A CRM can help you track and analyze your results so that you can see what's working and what's not.
  4. Optimize your campaigns: A CRM can help you optimize your campaigns so that you can get the most out of your content marketing.
  5. Automate your follow-up: A CRM can help you automate your follow-up so that you can keep in touch with your leads and customers.

A CRM system can be a valuable asset for any digital marketing agency. It can help you automate your marketing processes, segment your audience, and track and analyze your results. If you're not using a CRM system, now is the time to start.


The digital marketing industry is constantly evolving. It is extremely crucial to keep up with trends and provide your customers with a positive experience.

Choosing the best CRM for your digital marketing agency can be a challenge. But if you know what to look for, it doesn't have to be. Use the tips we've given you in this post, and you'll be sure to find the perfect CRM for your needs.

Implementing the best CRM tool will kickstart your digital marketing strategy.

Felix Rose-Collins

Felix Rose-Collins

Ranktracker's CEO/CMO & Co-founder

Felix Rose-Collins is the Co-founder and CEO/CMO of Ranktracker. With over 15 years of SEO experience, he has single-handedly scaled the Ranktracker site to over 500,000 monthly visits, with 390,000 of these stemming from organic searches each month.

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