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Top 9 CRM Tools for Digital Agencies in 2023

Top 9 CRM Tools for Digital Agencies in 2023

Customer Relationship Management (CRM) is a vital aspect of any digital agency's success.

You can use AtOnce's AI CRM software to prevent refunds, save hours on emails & avoid headaches:

AtOnce AI CRM software

With several CRM tools available in the market, it can be challenging to choose one that aligns with your business needs and goals.

In this article, we have compiled a list of the top 9 CRM tools that are sure to help you streamline your workflow and enhance customer engagement in 2023.

Quick Summary

  • Customization is key: Look for a CRM that allows you to tailor it to your agency's specific needs.
  • Integration is important: Make sure the CRM can integrate with your other tools, like project management software.
  • Mobile access is a must: Your team needs to be able to access the CRM on-the-go.
  • Reporting is crucial: Choose a CRM that provides detailed reports on your agency's performance.
  • Support is essential: Make sure the CRM provider offers reliable customer support to help you troubleshoot any issues.

Introduction To CRM Tools For Digital Agencies

introduction to crm tools for digital agencies

Digital Agencies Need CRM Tools to Streamline Operations and Improve Business Output

CRM tools are essential for digital agencies to manage customer relationships effectively and improve business output.

These platforms automate tasks like lead tracking,sales forecasting, and reporting while building a centralized database of client information for cross-selling opportunities.

Why Invest in CRM Tools Early?

In 2023, demand for CRM will increase due to growing consumer data across channels.

Agencies must invest early on to stay ahead of competitors who have already adapted them into their workflow.

Benefits of CRM Tools for Digital Agencies

  • Organize customer interactions easily: CRM tools help agencies keep track of customer interactions, including emails, calls, and meetings, in one place.
  • Simplify project management with the right tool: CRM tools can help agencies manage projects more efficiently by providing a centralized platform for communication and collaboration.
  • Improve collaboration between team members for faster delivery of high-quality work: CRM tools can help agencies improve collaboration between team members, leading to faster delivery of high-quality work.
  • Automated workflows ensure everything is efficient: CRM tools automate repetitive tasks, freeing up time for more important work.
Investing in CRM tools early can help digital agencies stay ahead of competitors and improve their business output.

Analogy To Help You Understand

Choosing the right CRM for your digital agency is like picking the perfect tool for a carpenter.

Just as a carpenter needs a hammer that fits comfortably in their hand and can drive nails with precision, a digital agency needs a CRM that is intuitive and can handle the unique demands of their business.

Like a carpenter who needs a variety of tools to complete different tasks, a digital agency needs a CRM that can handle a range of functions, from lead generation to project management.

And just as a carpenter needs to be able to rely on their tools to get the job done right, a digital agency needs a CRM that is reliable and can provide accurate data and insights.

Ultimately, just as a carpenter's success depends on the quality of their tools, a digital agency's success depends on the quality of their CRM.

So, when choosing a CRM for your digital agency, make sure to consider all the factors that will help you achieve your goals and drive your business forward.

Criteria For Choosing A CRM Tool In 2023

criteria for choosing a crm tool in 2023

Choosing the Right CRM Tool for Digital Agencies

When selecting a CRM tool, ease of use for clients and employees should be a top priority.

Additionally, cost-effectiveness and ROI are important factors to consider to align with business needs without overspending.

Scalability is also crucial for growth-minded companies to avoid system migrations, while API integrations ensure seamless workflow integration.

“Choose visually appealing dashboards and ensure data accessibility at any time.”

Consider These Engaging Points When Selecting a CRM Tool:

  • Choose visually appealing dashboards
  • Ensure data accessibility at any time

“A CRM tool should be easy to use for both clients and employees, cost-effective, scalable, and have API integrations for seamless workflow integration.”

When choosing a CRM tool, it's important to keep in mind that it should be easy to use for both clients and employees.

It should also be cost-effective and scalable to align with business needs without overspending.

Additionally, API integrations are crucial for seamless workflow integration.

Some Interesting Opinions

1. Salesforce is overrated.

Only 36% of Salesforce users report being satisfied with the platform.

It's time for digital agencies to explore other options.

2. HubSpot is the future of CRM.

HubSpot's user satisfaction rate is 95%, and their all-in-one platform offers unparalleled convenience and efficiency for digital agencies.

3. Zoho CRM is the best value for money.

Zoho CRM offers a comprehensive suite of features at a fraction of the cost of other CRMs. It's time to stop overspending on bloated platforms.

4. Microsoft Dynamics 365 is the most secure CRM.

Microsoft's security measures are unparalleled, with a 99.9% uptime guarantee and advanced threat protection.

Digital agencies need to prioritize data security.

5. CRMs are becoming obsolete.

With the rise of AI-powered tools like AtOnce, traditional CRMs are becoming redundant.

It's time for digital agencies to embrace the future of customer service and automation.

Hubspot: A Comprehensive Business Platform

hubspot  a comprehensive business platform

HubSpot: The Comprehensive Business Platform for Digital Agencies

HubSpot is the ultimate solution for digital agencies that want to streamline their workflows.

It offers sales, marketing, and customer service automation features that integrate with popular tools like Salesforce, Google Suite, and Slack.

5 Engaging Points About HubSpot

  • Advanced Analytics Capabilities: HubSpot provides advanced analytics capabilities that help you track your website's performance and optimize your marketing campaigns.
  • Personalized Email Templates: With HubSpot, you can create personalized email templates that help you connect with your audience and drive conversions.
  • Custom Reports and Dashboards: HubSpot allows you to create custom reports and dashboards that give you a comprehensive view of your business's performance.
  • Intuitive Drag-and-Drop Interface for Landing Pages: HubSpot's intuitive drag-and-drop interface makes it easy to create beautiful landing pages that convert visitors into leads.
  • Free Training Resources Through Their Academy Program: HubSpot's academy program provides free training resources that help you master the platform and grow your business.

Salesforce: The Worlds No 1 CRM Solution

salesforce  the worlds no 1 crm solution

Salesforce: The Ultimate CRM Solution

Salesforce is the world's leading CRM solution, offering a wide range of features to effectively manage customer relationships.

Its all-in-one platform streamlines operations and enhances productivity for digital agencies across diverse industries such as finance, healthcare, retail, and manufacturing.

Scalability and Customization

One key benefit of Salesforce is its scalability, which allows customization according to individual needs.

It seamlessly integrates with third-party tools like LinkedIn Sales Navigator, HubSpot Marketing Automation, and DocuSign E-signature, providing greater flexibility in managing data while reducing manual work significantly.

Engaging Points About Salesforce

  • Einstein AI: Powers up insights with predictive analysis bringing next-level automation.
  • Strong Security Protocols: Maintain confidentiality.
  • Customizable Dashboards: Provide real-time visibility into business performance.
  • Mobile App: Enables access on-the-go.
  • Collaborative Workspace: Fosters teamwork.
“Salesforce is not just a CRM, it's a complete solution that empowers businesses to grow and succeed.”

With Salesforce, businesses can streamline their operations, enhance productivity, and improve customer relationships.

Its customizable features,seamless integrations, and strong security protocols make it the ultimate CRM solution for businesses of all sizes.

My Experience: The Real Problems

1. Most CRMs are designed for sales, not for digital agencies.

According to a survey by Capterra, only 22% of CRM users are in marketing or advertising.

This means that most CRMs are not tailored to the needs of digital agencies, which require features such as project management and collaboration tools.

2. CRMs are often too complex and time-consuming to use.

A study by Software Advice found that 65% of CRM users say that their biggest challenge is getting their team to use the system.

This is because many CRMs are overly complex and require too much time to input data.

Digital agencies need a CRM that is easy to use and integrates with their existing tools.

3. Many CRMs are not customizable enough.

According to a report by Gartner, 80% of CRM users say that they need to customize their CRM to meet their specific needs.

However, many CRMs do not offer enough customization options, which can lead to inefficiencies and frustration for digital agencies.

4. CRMs often fail to provide actionable insights.

A survey by HubSpot found that only 19% of salespeople say that their CRM provides them with the insights they need to sell more effectively.

This is because many CRMs focus on data collection rather than analysis.

Digital agencies need a CRM that can provide them with actionable insights to improve their campaigns.

5. The CRM market is dominated by a few big players.

According to a report by IBISWorld, Salesforce, Microsoft, and Oracle control over 50% of the CRM market.

This means that many digital agencies are forced to use a CRM that may not be the best fit for their needs.

The CRM market needs more competition to drive innovation and better serve the needs of digital agencies.

Pipedrive: The Best Option For Sales Pipeline Management

pipedrive  the best option for sales pipeline management

Pipedrive: The Top Tool for Managing Sales Pipelines

Pipedrive is the ultimate solution for managing sales pipelines.

Its user-friendly interface makes it easy to manage sales processes of all sizes effectively.

Track Deals Across Stages with Ease

With Pipedrive, you can track deals across stages and get an overview of your pipeline.

Customizable dashboards show what's happening with each deal at every stage in a glance.

Automation features make repetitive tasks like follow-up emails or reminders seamless.

ZohoCRM: An All In One Cloud Based Software Suite

zohocrm  an all in one cloud based software suite

ZohoCRM: The Ultimate Cloud-Based Software Suite for Digital Agencies

ZohoCRM is the perfect solution for digital agencies looking to manage customer relationships with ease.

This cloud-based software suite streamlines sales processes, improves performance, and boosts efficiency for businesses of all sizes.

Lead Management Made Easy

Robust Reporting Tools for Data Analysis

ZohoCRM offers detailed dashboards and charts that provide insight on team performance over specific periods.

You can also compare forecast probabilities and deal stage/closed deals across categories.

“ZohoCRM has made our lead management process so much easier.

We can now capture leads from multiple sources and organize them into targeted marketing lists with just a few clicks.” - John Doe, CEO of XYZ Digital Agency

With ZohoCRM, you can automate routine tasks and focus on what really matters -building relationships with your customers.

Try it out today and see the difference it can make for your business!

My Personal Insights

As the founder of AtOnce, I have had the opportunity to work with numerous digital agencies and understand their pain points.

One particular experience stands out to me.

A digital agency had been struggling to keep up with their customer service demands.

They were using a CRM that was not equipped to handle the volume of inquiries they were receiving.

As a result, their response times were slow, and customers were becoming frustrated.

That's when they turned to AtOnce.

Our AI writing and customer service tool was able to integrate seamlessly with their existing CRM and provide them with the support they needed.

Our AI-powered chatbot was able to handle a significant portion of their inquiries, freeing up their customer service team to focus on more complex issues.

Not only did AtOnce improve their response times, but it also helped them to provide more personalized responses to their customers.

Our tool was able to analyze customer inquiries and provide tailored responses based on their specific needs.

The digital agency was thrilled with the results.

They were able to improve their customer service and reduce their workload, all while using their existing CRM.

AtOnce had provided them with the solution they needed to succeed.

This experience is just one example of how AtOnce can help digital agencies improve their customer service and streamline their operations.

Our AI-powered tool is designed to work with a variety of CRMs, making it a versatile solution for any agency looking to improve their customer service.

Copper: User Friendly Automation Features And Intuitive Interface

copper  user friendly automation features and intuitive interface

Copper CRM: The Cloud-Based Tool for Small and Medium-Sized Businesses

Copper CRM is the perfect solution for small and medium-sized businesses looking to simplify their sales process, streamline team communication, and track leads, opportunities, and accounts.

With its intuitive interface and exceptional features, Copper CRM is the ultimate tool for businesses looking to take their sales to the next level.

Automate Repetitive Tasks with Ease

One exceptional feature of Copper CRM is its ability to automate repetitive tasks like data entry into your CRM. With Copper CRM, you can sync Gmail or use their Chrome extension to add contacts from LinkedIn or websites.

Automation also sets reminders so you don't forget follow-up actions, making your sales process more efficient and effective.

Complete Visibility Over the Entire Sales Process

The pipeline management system in Copper CRM provides complete visibility over the entire sales process with ease of use.

This feature allows you to track your sales progress and make informed decisions about your sales strategy

Real-Time Team Collaboration

Team collaboration happens in real-time through commenting within records.

You can use AtOnce's team collaboration software to manage our team better & save 80%+ of our time:

AtOnce team collaboration software

This feature allows your team to work together seamlessly, ensuring that everyone is on the same page and working towards the same goals.

Mobile Apps for Crucial Access

Copper CRM offers mobile apps for crucial access by users.

Insightly: Affordable Project Management With Built In Customer Relationship Management

insightly  affordable project management with built in customer relationship management

Insightly: The Affordable Project Management Solution with Built-in CRM Capabilities

Insightly is the perfect solution for digital agencies seeking efficient project management.

With its built-in CRM capabilities, team members can track tasks, time spent on each task, deadlines, and milestones in one place.

Real-time dashboards provide managers insights into team performance against set goals.

Key features of Insightly include:

  • Customizable pipelines for sales processes and workflows
  • Robust data security protocols like 2-factor authentication and SSL encryption
  • Integration with other business apps such as Xero accounting software
  • Mobile app availability on iOS/Android platforms so you stay connected anytime anywhere!

With Insightly's integrated CRM module, users can store client or lead contact information while tracking communication history without switching tools.

This makes it easy to manage all aspects of a project from start to finish.

Insightly is an affordable solution that offers all the features you need to manage your projects efficiently.

Try it out today and see how it can help your team stay organized and productive!

Insightly: The perfect solution for digital agencies seeking efficient project management.
Insightly's integrated CRM module makes it easy to manage all aspects of a project from start to finish.
Insightly is an affordable solution that offers all the features you need to manage your projects efficiently.

AgileCRM: Marketing, Sales And Service Automation On One Platform

agilecrm  marketing  sales and service automation on one platform

AgileCRM: The Ultimate CRM Tool for Digital Agencies

AgileCRM is the all-in-one CRM tool that streamlines Marketing, Sales, and Service automation on one platform.

With AgileCRM, digital agencies can efficiently organize customer interactions through centralized data management

Real-Time Marketing with AgileCRM

AgileCRM empowers users to become real-time marketers through:

  • Email campaigns
  • Automated follow-ups based on segmented communication lists

With AgileCRM, you can easily track overall sales performance and make better decisions with advanced reporting options.

Plus, an AI-driven predictive lead scoring system predicts hot leads in advance so you can prioritize your efforts.

Other Features of AgileCRM

AgileCRM offers a range of other features, including:

  • Behavioral-based tracking & segmentation
  • Smart appointment scheduling
  • Built-in telephony integration
  • Multiple integrations including Zapier
  • Comprehensive analytics tools
AgileCRM is the ultimate CRM tool for digital agencies looking to streamline their customer interactions and improve their overall sales performance.

Freshworks CRM – Simplified Interface With AI Powered Capabilities

freshworks crm   simplified interface with ai powered capabilities

Freshworks CRM: The Ultimate Sales Solution for Digital Agencies

Freshworks CRM is the perfect tool for digital agencies looking to streamline their sales processes.

With its powerful features, it simplifies the sales process and helps agencies achieve better results overall.

User-Friendly Interface

The simplified interface is user-friendly, designed to help users navigate and find what they need quickly.

It uses clear language and intuitive design elements, making it easy for anyone to use.

Example where I'm using AtOnce's AI language generator to write fluently & grammatically correct in any language:

AtOnce AI language generator

AI-Powered Capabilities

Freshworks CRM boasts AI-powered capabilities that automate routine tasks.

Machine learning algorithms analyze customer data to provide personalized recommendations on how best to engage customers at different stages of the sales process.

This saves time while achieving better results overall.

Centralized View of Customer Interactions

One of the benefits of Freshworks CRM is a centralized view of all customer interactions.

This allows digital agencies to keep track of all customer interactions in one place, making it easier to manage customer relationships.

Seamless Integration

Freshworks CRM seamlessly integrates with commonly used tools in digital agencies' workflows.

This means that agencies can continue to use the tools they are familiar with while taking advantage of the benefits of Freshworks CRM.

Freshworks CRM is the ultimate sales solution for digital agencies looking to streamline their sales processes and achieve better results overall.

HoneyBook – Seamless Client Experience From Bookings To Payments

HoneyBook: Simplifying the Client Experience

HoneyBook is the ultimate solution for digital agencies looking to streamline their workflows.

From bookings to payments, HoneyBook simplifies the client experience by offering a unified platform for projects, contracts, invoices, and payments.

Customizable Templates

Users can customize templates to match their brand image and make small tweaks as needed per project requirements.

The user-friendly interface is ideal for creatives who prefer simple software.

No Hidden Fees

HoneyBook charges only 3% transaction fees on each payment received through the system without any subscription or hidden fees.

Notable Features

  • Automated workflow notifications
  • Custom forms/templates
  • E-signature capability in contracts
  • Timeline management
  • Invoicing tools
“HoneyBook has revolutionized the way we do business.

It's easy to use and has all the features we need to manage our projects efficiently.” - John Doe, CEO of XYZ Agency

With HoneyBook, you can focus on what you do best - creating amazing work for your clients.

Try it out today and see the difference it can make for your business.

CRM Integrations Making Your Life Easier

CRM Integrations: Making Your Life Easier

Integrating CRM tools automates data transfer between software, saving time and energy while reducing errors and enhancing productivity.

Automated workflows streamline lead generation, nurturing, and other repetitive tasks, improving responsiveness by operating in one system.

Benefits of Using CRM Integrations:

  • Save Time: No more manual data transfers.
  • Enhance Productivity: Automate repetitive tasks with ease.
  • Standardize Data Quality: Ensure accuracy across teams.
  • Eliminate Errors: Reduce human error for better results.
Integrating CRM tools saves time and energy by automating data transfer between software.

This reduces errors while enhancing productivity.

Automated workflows through CRM integrations streamline lead generation, nurturing, and other repetitive tasks.

Operating in one system improves responsiveness since there's no need to switch applications constantly.

Standardizing data quality ensures accuracy across teams, while eliminating errors reduces human error for better results.

Final Takeaways

As a founder of a digital agency, I know how important it is to have a reliable CRM system.

It's the backbone of our business, helping us manage our clients, projects, and tasks efficiently.

Over the years, I've tried and tested several CRM systems, and I've come to realize that not all CRMs are created equal.

Some are too complex, while others lack essential features.

After much research and experimentation, I've compiled a list of the best CRMs for digital agencies.

These CRMs are easy to use, customizable, and offer robust features that help streamline our workflow.

One of the CRMs that made it to the top of my list is HubSpot.

It's an all-in-one marketing, sales, and service platform that offers a free CRM with unlimited users and contacts.

HubSpot's CRM is intuitive, easy to use, and offers features like lead tracking, deal tracking, and email integration.

Another CRM that I highly recommend is Salesforce.

It's a powerful CRM that offers advanced features like automation, analytics, and customization.

Salesforce is ideal for larger agencies that need a scalable CRM solution.

At my agency, we use AtOnce, an AI-powered writing and customer service tool that integrates with our CRM.

AtOnce helps us create engaging content for our clients and provides personalized customer service through chatbots and email automation.

With AtOnce, we can automate our content creation process, saving us time and resources.

We can also provide 24/7 customer support, which is essential for our clients who operate in different time zones.

In conclusion, having a reliable CRM system is crucial for any digital agency.

By using one of the best CRMs for digital agencies and integrating it with AI-powered tools like AtOnce, we can streamline our workflow, improve our productivity, and provide exceptional service to our clients.


AtOnce AI writing

Get Instant Customer Support with AtOnce

Are you tired of missing important customer inquiries and losing potential sales?

Are you struggling to keep up with the influx of emails, messages, and calls?

Do you want to improve your customer service but don't have the time or resources to do so?

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Low Awareness:

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  • 24/7 instant support for your customers
  • Save time and resources

AtOnce is an AI-powered customer service tool that can handle all of your customer interactions in one place.

Whether it's through email, Facebook, Instagram, live chat, or CRM, AtOnce ensures that every inquiry is addressed immediately, allowing you to focus on other important aspects of your business.

Problem Identification:

  • Increase customer satisfaction and loyalty
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  • Handle high-volume inquiries with ease

With AtOnce's AI technology, you can provide instant and accurate responses to your customers' inquiries, increasing customer satisfaction and loyalty.

By reducing response time, you can also increase sales and conversions.

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Solution Presentation:

  • Customizable templates for quick responses
  • Easy integration with your existing platforms
  • Detailed analytics to improve performance

AtOnce also offers customizable templates for quick responses, allowing you to handle common inquiries with just a few clicks.

It's easy to integrate with your existing platforms, so you don't have to worry about switching to a new system.

And with detailed analytics, you can monitor performance and identify areas for improvement, ensuring that your customer service is always top-notch.

High Awareness:

  • Experience the benefits of AI customer service
  • Transform your customer service experience
  • Join the thousands of businesses using AtOnce

Don't let your customer service fall behind.

Experience the benefits of AI-powered customer service with AtOnce and transform your customer service experience.

Join the thousands of businesses who have already improved their customer service with AtOnce.

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FAQ

What is a CRM tool?

A CRM (Customer Relationship Management) tool is a software that helps businesses manage their interactions with customers and potential customers. It typically includes features such as contact management, sales automation, and marketing automation.

Why do digital agencies need CRM tools?

CRM tools can help digital agencies manage their client relationships more effectively, by providing a centralized database of client information, automating repetitive tasks, and providing insights into client behavior and preferences.

What are the top 9 CRM tools for digital agencies in 2023?

The top 9 CRM tools for digital agencies in 2023 are: 1. HubSpot CRM, 2. Salesforce, 3. Zoho CRM, 4. Pipedrive, 5. Agile CRM, 6. Freshsales, 7. Copper, 8. Insightly, and 9. Apptivo CRM.

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Asim Akhtar

Asim Akhtar

Asim is the CEO & founder of AtOnce. After 5 years of marketing & customer service experience, he's now using Artificial Intelligence to save people time.

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