CRM for digital marketing agencies
Manage clients, campaigns and growth in an easy-to-use CRM built for marketers
Your client campaigns run like clockwork but behind the scenes, keeping sales activity and client follow-ups organized can be challenging. Without one space to manage everything, it’s easy for tasks to slip through the cracks and deals to stall.
Pipedrive’s user-friendly CRM helps agencies streamline project and account workflows, automate in-house marketing and centralize client interactions from one centralized place.
As a result, you’ll save time, close deals faster and retain more clients – all while keeping operations simple and profitable.
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What to look for in a digital marketing agency CRM
The best CRM for digital marketing agencies should simplify client management and strengthen collaboration.
Prioritize these CRM features for greater ROI:
Sales pipeline visibility. Easily track, qualify and nurture prospective clients through the buyer journey
Email and communications. Centralize all client interactions and tie messages to deals
Clear sales reporting. Monitor agency performance and prove value to stakeholders
Integrated email marketing. Build impactful marketing campaigns using CRM data for personalization
Automation and workflow management. Automate repetitive tasks like follow-ups, client handovers, reporting reminders and campaign updates
Pipedrive CRM’s digital marketing agency features
Streamline your sales pipeline to land deals faster
It’s easy to miss leads stored in spreadsheets and inboxes. If you follow up too late, the prospect may have already chosen another agency.
When all your deal data lives in one place, your sales team can instantly see which opportunities are new, stalled or ready to close.
Pipedrive’s sales pipeline view turns scattered data into a structured workflow. Drag and drop deals through custom stages to stay on track.
Automate lead outreach to free time for client projects
Manual follow-ups steal hours from billable projects, making your agency less profitable.
Workflow automation keeps outreach consistent and timely without increasing your team’s administrative workload.
Use Pipedrive’s sales and marketing automations to send relevant messages to prospects and clients at every stage of the client relationship, without extra admin.
Track your agency’s growth performance
Prioritizing client work can mean losing sight of agency performance – but without visibility, strategic moves rely on guesswork.
CRM dashboards and reports provide at-a-glance clarity, showing which sales processes convert best and where deals stall.
Pipedrive’s customizable dashboards combine live metrics from every salesperson and deal, so you can see underperforming channels and refine your sales strategy.
Generate high-quality leads around the clock
Relying on referrals and cold outreach alone limits your revenue potential and gives sales reps less to work with.
Lead generation software ensures a steady flow of new opportunities into your sales pipeline.
Pipedrive’s Web Forms, Chatbot and Live Chat – part of the LeadBooster add-on – help you capture and qualify website visitors 24/7, syncing them straight to your CRM system for faster follow-ups.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How CreativeRace used Pipedrive to boost client acquisition by 600%
CreativeRace had no clear way to track or manage leads, so it couldn’t see how deals moved or stalled.
With Pipedrive, the UK-based agency built visual pipelines to mirror its lead-gen and sales processes. The team can now prioritize better and forecast revenue with confidence.
“Pipedrive is significantly better value than other CRMs, but still has an easy-to-use interface.”
Simplify deal management with SmartDocs’ contracts and proposals
Pipedrive’s Smart Docs add-on simplifies deal management by keeping contracts, proposals and tracking all in one place.
Create agreements in seconds. Save time by using pre-built templates for common service agreements.
Know when to act. See where prospects and clients interact with your documents, for timely follow-ups.
Sign deals digitally. Close deals faster with e-signatures your clients can complete from any device.
Add Smart Docs’ document management capabilities to any Pipedrive plan to make the best CRM software even more helpful.
Learn more about Smart Docs
