7 of the Best CRMs for Digital Agencies


In the world of digital marketing, efficient management of customer relationships, projects, and campaigns is essential to the success of any digital agency. To facilitate this process, Customer Relationship Management (CRM) systems play a crucial role.

Do you know what CRMs are and what benefits they can provide to a digital agency? If not, you’ve come to the right place. In this article, we’ll tell you what you need to know about these marketing resources, as well as the top 7 CRMs you can use to optimize internal processes in a digital agency.

Whether you manage an experienced agency and want to optimize your current CRM or a startup looking for the perfect solution to boost your operations, you’ll surely find the right tool for your needs in this article. So take note and discover how implementing the right CRM can elevate your agency’s efficiency, increase productivity, and take your customer relationships to the next level.


Also check out: Top 5 Project Management Software in 2023


What are CRMs?

Customer Relationship Management (CRM) systems are technological tools designed to help companies manage and improve interactions with their customers. These platforms centralize customer information, allowing companies to obtain a complete and detailed view of past and current interactions with each customer.

The main goal of a CRM is to facilitate customer relationship management, which includes capturing, tracking, and analyzing relevant data about each individual customer.

How do CRMs benefit a digital agency?

There are many benefits that CRMs can offer a digital agency. As we mentioned before, these tools are designed to improve efficiency, productivity, and customer relationship management. Here are some ways CRMs benefit a digital agency:

  • Centralized customer management: CRMs allow you to store and organize customer information in a single platform accessible to the entire team. This facilitates tracking of interaction history, preferences, and needs of each customer, which helps personalize and improve communication with them.
  • Sales and marketing optimization: A CRM provides a complete view of the sales funnel and allows you to track opportunities and leads at different stages of the sales process. This helps improve sales management and identify opportunities to close deals more effectively. In addition, the CRM facilitates the creation and execution of targeted marketing campaigns, which increases the chances of attracting new customers.
  • Task automation: CRMs allow you to automate repetitive tasks and processes, such as sending scheduled emails, assigning tasks, and tracking reminders. This frees up time for team members to focus on more strategic and higher-value activities.
  • Improved collaboration: By centralizing information and allowing shared access, CRMs foster collaboration among different members of the agency team. Everyone can access the same updated information, which improves internal communication and coordination of efforts.
  • Data analysis and data-driven decision-making: CRMs offer analysis tools that allow you to evaluate campaign performance, customer behavior, and return on investment (ROI). This data provides valuable information for making informed decisions and adjusting strategies based on results.
  • Improved customer service: A CRM allows for effective tracking of customer issues and inquiries, which translates into faster and more effective customer service. This improves customer satisfaction and fosters long-term relationships with them.

In summary, CRMs are essential tools for a digital agency as they contribute to improving operational efficiency, customer relationship management, and business profitability. By adopting an appropriate CRM, a digital agency can gain a significant competitive advantage and provide a more comprehensive and personalized service to its customers.

What are the best CRMs for digital agencies?

On the web, you can find a large number of CRM tools that can provide different benefits, depending on the goals of your business and your digital strategies. Here are the top 7 CRMs for your digital agency.

HubSpot CRM

HubSpot CRM is an all-in-one solution that offers advanced marketing automation, sales, and customer service tools. It is highly recognized for its intuitive interface and its ability to integrate different aspects of the business into a single platform. It provides a complete view of the sales funnel and allows for effective management of leads and potential customers.


This is one of the most popular and widely used CRMs in the market. It is known for its scalability and ability to adapt to the needs of businesses of any size. With a wide range of customizable functions and tools, Salesforce allows for complete customer lifecycle management and is ideal for digital agencies with large volumes of data and customers.

Zoho CRM

Zoho CRM is an affordable and comprehensive option for digital agencies. It offers a wide range of features, such as sales automation, contact management, marketing campaigns, and customer service case tracking. Zoho is especially suitable for agencies looking for an easy-to-use CRM with a quick learning curve.


Pipedrive is a CRM focused on sales management and is especially useful for digital agencies looking to optimize their sales efforts and deal closures. Its visual design and sales tracking system in the form of a funnel allow sales teams to maintain a clear focus on opportunities and make strategic decisions.

Agile CRM

Agile CRM is a complete solution that combines sales, marketing, and customer service on a single platform. It is known for its ease of use and task automation. It also offers powerful campaign management and interaction tracking tools, making it an excellent choice for growth-focused digital agencies.


Insightly is a CRM focused on project and contact management. It is a suitable option for digital agencies looking for a simple platform to manage both customer information and ongoing projects. It offers seamless integration with collaboration and productivity tools.


Freshsales, developed by Freshworks, stands out for its ability to automate and streamline the sales process. It offers advanced lead tracking, scoring, and reporting features. It is an ideal choice for digital agencies looking for a CRM focused on improving sales and team efficiency.


At Primitive Agency, we help you boost your business.

Choosing the right CRM for your digital agency is a strategic decision that can make a difference in your business success. These powerful tools are designed to optimize customer relationship management, enhance your sales and marketing efforts, and improve your team’s productivity.

At Primitive Agency, we are committed to providing you with exceptional results and top-notch service in the competitive world of digital marketing. Our creative team is ready to help you stand out from the crowd, achieve your goals, and exceed your clients’ expectations.


Write to us today at hello@primitiveagency.com  or call us at +1 (646) 377 9470. Remember, the path to digital success begins with choosing the right CRM and the support of an experienced and dedicated agency.



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Why does a digital agency need a CRM?

A digital agency needs a CRM because it allows them to centralize and organize all information related to their clients and projects in one platform. This facilitates efficient customer relationship management, lead tracking, task automation, and analysis of key data. 

With the right CRM, the agency can improve productivity, offer more personalized service, and make data-driven decisions, resulting in a competitive advantage and sustainable growth in the competitive world of digital marketing.

How much does it cost to implement and maintain a CRM?

The cost of implementing and maintaining a CRM can vary significantly depending on the provider and the specific needs of the digital agency. Some CRMs offer free plans with basic features, while enterprise-level plans with advanced features may have a monthly or annual cost. 

In addition to the initial implementation cost, it is important to consider ongoing expenses for maintenance, updates, and possible integrations with other tools. It is advisable to research and compare different options to find a CRM that fits the budget and offers the best return on investment for the agency.


How do I select the right CRM for my agency’s specific needs?

To select the right CRM for your agency’s specific needs, it is essential to conduct a thorough evaluation. Start by identifying key features and functionalities that are essential for your digital agency. Consider scalability, ease of use, integrations with other tools, technical support, and total cost of ownership.

By making an informed choice, you can implement a CRM that aligns perfectly with your goals and allows your digital agency to achieve a higher level of efficiency and success.

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