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
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
Agency Client by Service Level
Organizing your clients by retainer amount allows the you to provide the right level of attention to a specific client.
Agency Clients by Project Stage
For agencies that have a lot of web build projects, we can show high-level details like this.
Agency Client Onboarding Stage
Accounts by Onboarding Stage
Agency Clients by Service Types
Viewing your clients by the types of services you are providing is a great way to plan resources.
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
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
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
   