CRM for Marketing AgenciesEric Murphy2022-09-15T16:54:55-06:00
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!
Visual Sales Pipeline
Know instantly where your deals are within your pipeline. With an easy-to-use drag and drop editor, you move deals between deal stages. Access and edit deals with one click to open the deal editing window.
Getting clients to book and attend meetings is critical to sales success. The ActiveDEMAND Agency CRM has integrated appointment scheduling
Consistent Data Across Teams
No more juggling between data sources that leaves data gaps, errors, and frustrated teams searching for answers. With one data source for both marketing and sales, the information is unified and complete for both teams.
Sales and Marketing Alignment
Keeping the data within one platform makes it easy for all teams to work together. All team members can see customer progress through history timelines, comments, notes, tasks, and file uploads.
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