A process for nurturing leads is critical for a successful web design business. Like a caterpillar that turns into a beautiful butterfly, leads have the potential to grow into profitable clients. All they need are time, patience, the right product or service, and a strong business relationship.
One of the easiest ways to manage these relationships is to use a customer relationship management system (CRM). These tools aren’t just for salespeople; agencies and freelancers can equally benefit from using a CRM in their day-to-day business activities.
In this article, we’ll walk you through what exactly defines a CRM, how it can benefit your business, common terms you’ll see in CRM products, and a list of nine CRM tools you should consider using from now on.
Best CRM For Design Agency
We’ll start with one of the major (and most cost-effective) CRMs out there – HubSpot. It’s free to use, but also has paid options for agencies that want to bump up their tool’s capabilities. However, even the free version delivers critical capabilities and benefits that speak directly to your needs and challenges.
One of the most interesting things about HubSpot’s CRM is its modularity. There are specific modules for customer service, marketing, sales, and more. There are also additional add-ons that offer extra value and functionality if you want it. It’s no wonder this platform is used by world-class brands like Coca-Cola and World Wildlife Fund (WWF), as well as startups and entrepreneurs. Some of the most important features and benefits on offer here include the following:
Free option? Yes
Price: $45 per month
Powerful segmentation tools
Modular design allows you to customize your CRM
Powerful sales software to close more deals
Deliver better client services at all touchpoints
Copper might be one of the best-kept secrets in the CRM world. While it doesn’t have the brand familiarity that HubSpot does, Copper still manages to deliver plenty of clout. It’s also used by some of the top creative agencies in the world and provides lots of out-of-the-box functionality to accelerate your success.
Copper was designed specifically for integration with the G Suite and it is completely cloud-based. That offers immense flexibility and ease of access, plus foolproof integration with the tools your agency already uses, including Google Analytics. Organization, up-to-the-minute insights from real-time data, deal-tracking capabilities, task automation – the sky’s the limit here. You’ll also find three pricing tiers to customize your capabilities to your budget.
Some of the key features to know with Copper include the following:
Free Option? No, but there is a 14-day free trial
Price: $25 per month
Chrome and G Suite integration
Team collaboration tools
Contact enrichment capabilities
Sales forecasting and goal tracking
Bulk email capabilities with templates
Agile CRM logo
- Agile CRM
Designed for sales and marketing agencies and easily adaptable for creative agency needs, Agile CRM ranks as one of our top picks for many different reasons. It’s lightweight yet powerful, flexible yet robust, and provides an all-in-one CRM solution that’s well-suited to startups and SMBs. You’ll also love Agile CRM’s cloud-based nature that ensures you can access it from any Internet-connected device. There’s even an Agile CRM Chrome extension to help you do more right from your Internet browser.
A quick dip into Agile CRM’s capabilities highlights its versatility. Your sales team benefits from contact management, appointment scheduling, deal tracking, and project management capabilities. Marketing automation, social tools, email tracking, mobile and email marketing, and landing page building tools amp up the benefits for your marketing team. Agile CRM also offers plenty of client service tools, and it integrates with Google Apps, the big three social media platforms, and even RingCentral for telephony needs.
Some of the key considerations with Agile CRM include:
Free option? Yes
Price: $8.99 per month when purchasing 2 years at a time
Single-page contact management capabilities
Track deal stages and milestones
Integrated appointment scheduling
Drag and drop marketing collateral designer
Email and mobile marketing capabilities
It’s time to change the paradigm for the most hated day of the week. Monday.com is a unique solution with something to offer virtually any need, including a powerful CRM that promises a full suite of features, yet easy setup and use. Perhaps the most interesting thing about this CRM is that you can essentially build the platform that you need with only the features you want. It’s ultra-modular and offers industry-specific templates, powerful integrations, custom automations, and the ability to drag and drop what you want, where you want it.
You’ll find several benefits here, including the ability to visualize sales pipelines, centralize all your data, manage contacts, documents, and tasks in a single place, track clients across their entire history with your agency, and so much more. Monday.com also integrates with the tools you already use, such as Gmail, MailChimp, Facebook, Salesforce, and more. Key features of this CRM include:
Free option? No
Price: $7.80 per month per user
Customizable contact cards
Unlimited sales pipelines
Powerful but flexible account management tools
Centralized marketing operations
Another major player in the CRM game, Salesforce provides plenty of benefits, although it might be overkill for smaller, more agile agencies. With that being said, there are plenty of perks available with this platform, including the ability to help your agency focus on leveraging the value of your data and meeting client needs through unique combinations of technology and creativity.
Salesforce focuses on helping build relationships with tools like Email Studio, Customer 360 Audiences, a unique 1-to-1 customer journey builder, Mobile Studio, Social Studio, and more. This platform helps you bring together both sides of your business – client services and customer relationship management – into a single, cohesive whole. Notable features with Salesforce include:
Free option? No
The modular framework supports customization
Powerful analytics to leverage your agency’s data
A central location for all activities, from email marketing to client interaction
Powerful integrations with the tools you already use
Specific apps and tools for each stage of the client journey
- Freshworks CRM
Freshworks CRM (previously known as Freshsales) offers plenty of features to love and lots of mission-critical capabilities. It delivers a single platform for lead collection, management, and monitoring, as well as customizable email marketing capabilities to stay front and center in your clients’ minds.
Additionally, Freshworks brings other capabilities to the table. For instance, powerful social integrations support social listening and better brand management. It also provides the means to streamline all your client communications in one place, automate repetitive work, and improve collaboration between team members.
Features of note with Freshworks CRM include:
Free option? Yes
Price: $15 per user per month
Unify client experience
Improve employee productivity and collaboration
Deal management and tracking
Track page visits and actions
Create custom activities and define their outcomes