CRM for Marketing Agencies

Are you still forcing your sales team to use your project management software to drive your client relationships? Sales professionals need professional tools to succeed. Upgrade to a CRM that is designed for scaling marketing agencies!

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crm for marketing agencies

Dedicated Agency CRM for only $20/month. Unlimited Users.

ActiveDEMAND’s CRM for Marketing Agencies makes it easy and affordable for agencies to sell.

  • Setup and customize your pipeline
  • Track phone calls, emails, text messages, and other points of contact with prospects and clients
  • Manage deals with multiple client contacts
  • Assign operations tasks to account managers
  • Collaborate with operations on proposals
  • Automate repetitive work
  • Have both sales and marketing work together on campaigns
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Features to help you scale

ActiveDEMAND is built to help agencies scale up. In our CRM, you can:

  • Quickly visualize your sales pipeline, move prospects around, and forecast sales
  • Work together with other team members on deals and account management
  • Get consistent data! All the data is in one place so no more copy and pasting from multiple sources
  • Full visibility into the prospect activities throughout the client lifecycle
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crm timeline

Integrated Account Management System

ActiveDEMAND’s CRM for Marketing Agencies makes it easy and affordable for agencies to sell.

  • Setup and customize your pipeline
  • Track phone calls, emails, text messages, and other points of contact with prospects and clients
  • Manage deals with multiple client contacts
  • Assign operations tasks to account managers
  • Collaborate with operations on proposals
  • Automate repetitive work
  • Have both sales and marketing work together on campaigns
Try It Out Free!

Integrated Task System

With the ActiveDEMAND integrated task system, your sales team will always be connected to your operations team.

  • Advanced sales tasks (one-click email tasks, call tasks with disposition, etc) that include dispositions/outcomes
  • Operations tasks that have several stages
  • Sales teams can be added to operations tasks to ensure the customer, operations, and sales are all aligned
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Appointment Scheduling

Ensure clients are booking and attending meetings is critical to project success. With the ActiveDEMAND Agency CRM every user gets their own appointment scheduling tool that allows clients to choose the right time to meet

  • Full automation for client meeting reminders
  • Integrates natively with Google Calendar or Office 365
  • Multiple team member calendar integration allows meetings to be booked when all team members are available
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Priced For Agencies

$20

per month*
  • Unlimited User Seats
  • Appointment Scheduling
  • Unlimited Dashboards
  • Unlimited Custom Pipelines
  • No contracts

* Month to Month. Taxes not included. Phone call tracking service fees not included.

Case Study

Testimonial

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5-star   Reviews by Capterra

"With ActiveDEMAND, everything is in one spot and integrated. We can easily see what marketing campaigns are working and what needs to be adjusted."

Jennifer Owen, VP of Sales, White Room Automation

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