CRM for Digital marketing agency Template

Building your own customizable CRM with Softr takes 10 minutes! This CRM for digital marketing agencies gives you and your team an intuitive and easy-to-use way to view, track, and manage campaigns, tasks, and client and partner interactions. Give everyone the visibility and permission they need, streamline your follow-up process, and start saving hours of tedious work every week.

Internal Tool
Client Portal
CRM
Business Development

CRM for Digital marketing agency Template

This CRM for digital marketing agencies allows you to track campaigns, pending tasks, and interactions with each customer and partner. A user-friendly interface provides a complete set of features to keep track of communication and activities through your entire marketing funnel. You can set different view and edit permissions for each group of partners or customers and share with them only relevant information. All the data within the CRM is organized into directories that can be easily searched and filtered to locate the needed document or contact. This way, your colleagues can work together by attaching and sharing notes, logging interactions, and more! Dedicated CRM tools are often quite expensive and don't allow for much customization. With this modular template, you can easily customize everything to your digital marketing agency's needs at no additional cost. Whether you need to track user behavior and preferences, manage marketing campaigns, or communicate with your clients and partners, this CRM offers a comprehensive solution tailored to the unique needs of digital marketing agencies.

Different access levels

Specific permissions for each CRM user group.

Search and Filtering functionality

Easily find an item through search and filtering.

User- or team-specific accounts

Users can view and manage accounts assigned to them or their team.

Status labels

Easily track items through your sales funnel.

Track and add deals

Manage all your deals in a single spot.

Track notes

Attach notes to leads to share details with your team.