CRM for marketing agencies
NetHunt CRM for marketing agencies empowers your growth by simplifying project management, lead tracking, and workflow automation, while strengthening client communication — all in one platform.
Agencies grow x5 with NetHunt CRM
4.8/5 based on over 1,000 reviews
Pipeline conversion is low Lead qualification is inconsistent, causing bottlenecks in the sales pipeline. Deals stuck, leading to low conversion rates.
Can’t keep up with the project deadlines Disorganized project management causes delays, poor task coordination, and missed deadlines across multiple marketing campaigns.
Deal handoff is a disaster Client details and sales data get scattered across tools or lost during handoffs, causing delays and confusion.
No meaningful relationships with clients Inconsistent follow-ups and lack of standardized processes hurt client relationships, leading to missed upsell opportunities and poor client engagement.
Conversion is at an all-time high You get automated lead qualification and deal tracking, automated marketing and sales processes, and can eventually close more deals.
All projects run smoothly Automated workflows, task assignments, and centralized communication keep marketing and sales teams organized and aligned.
All teams are well-aligned The best CRM for agencies stores and organizes all client data, ensuring clear visibility and efficient handoffs between marketing and sales teams.
Long-term relationships with clients Up-to-date customer data enables segmentation, personalized communication, and automated follow-ups, driving brand loyalty and repeat business.
From lead capture to automated workflows and project management, NetHunt CRM empowers marketing agencies to stay organized, deliver results faster, and scale their operations.
Why should marketing agencies care?
For marketing agencies, missing out on business opportunities not only results in a decrease in revenue but also carries the risk of damaging their reputation.
In the wild world of marketing agencies, where omnichannel sales processes dominate, leads flood your sales funnel from multiple channels — email, website, phone, messenger apps, social media platforms, and offline mediums.
The good news is that the right CRM software for marketing processes helps your marketing teams capture leads quickly, while your customer service teams can respond promptly to new lead inquiries. All in all, CRM platforms for marketing teams help centralize the entire customer relationship management, client engagement, and contact management.
Collect leads for your agency from various channels and centralise all the lead management data in a single CRM system — segmented, clean, reliable, and easily manageable.
Why does it matter for marketing agencies?
Marketing agencies handle multiple projects and client interactions daily. With emails, chats, calls, and files scattered across channels, it’s easy to lose track of crucial details, leading to the lack of accurate data, poor deal tracking, and delays in project delivery.
By keeping all customer data — emails, call recordings, files, and partner details — organized in a single CRM solution for digital marketing agencies, your team has full visibility. This not only helps you deliver projects on time and on point but also improves client engagement as you can use the data to create personalized messages and marketing campaigns.
Keep all the data about your customers in a single record. We’ll automatically capture and link all the related information to clients or projects, including:
Emails, chats, call recordings
Vendors & partners involved
Files and documentation
Related Tasks
Manager notes and comments
CUSTOMER STORY
Why should ad agencies care?
Routine tasks like data entry, lead nurturing, follow-ups, and document generation eat up valuable time at marketing agencies. This not only distracts creatives from their core tasks but also leads to errors, delays, and job dissatisfaction. Over time, these inefficiencies can hurt your agency operations, sales performance, and revenue.
A unified platform for advertising agencies helps you free your team from repetitive tasks, boost productivity, and optimize the sales processes overall. Also, when integrated with key tools like live chat software, a CRM for marketing agencies helps your service teams offer more responsive client support.
Increase your agency’s productivity with NetHunt CRM’s Workflows by automating key processes and enabling focus on high-impact tasks.
Automatically assign leads to team members based on criteria
Send timely, personalized follow-ups to potential customers
Create and assign tasks based on project milestones
Set deadline reminders to keep projects on track
Automate customer interactions like client check-ins and milestone celebrations
Schedule reminders to reconnect with inactive clients
Why should ad agencies care?
For account managers, building strong customer relationships is essential to drive repeat projects, upsells, and loyalty. Managing follow-ups, milestone celebrations, and smooth handoffs can be overwhelming without the right digital marketing agency tools.
Meanwhile, a comprehensive tool for managing communications with clients simplifies the entire customer relationship management by automating reminders for key dates like birthdays and project milestones, centralizing all client data, and optimizing project and task handoffs.
With every interaction logged and easily accessible, account managers can deliver consistent, personalized service and effortlessly turn managing customer relationships into an easy daily task.
Strengthen client relationships with NetHunt CRM by automating key account management tasks and ensuring all client information is at your fingertips.
Standardise the onboarding process for new clients, ensuring advanced contact management
Automate reminders and tasks for celebrating agency-client milestones and achievements
Streamline assessment calls
Build an advanced tree of linked records to keep track of everything and everyone
Centralise your data and automate data logging for every agency-client interaction
Why should marketing agencies care?
Managing multiple projects and tasks for various clients can be overwhelming. Missed deadlines, poor task coordination, and lack of project visibility can lead to poor customer satisfaction and a damaged reputation. CRM platforms for marketing teams help with operational efficiency and improve task management, ensuring your team can nurture leads consistently and deliver projects successfully.
Additionally, integrated sales forecasting capabilities, which most CRM email marketing platforms offer, allow agencies to plan ahead and make informed decisions based on pipeline performance.
With NetHunt as the best CRM for agencies, your marketing agency can efficiently manage multiple projects and tasks, improve team collaboration, and keep every campaign on track from start to finish.
Create and assign tasks with clear deadlines and priorities to team members
Automatically pass tasks to another team member once your part is done
Track project progress with statuses ensuring visibility for all stakeholders
Automate reminders for upcoming deadlines to prevent delays
Tasks, files, client communications, and other project details are all stored in one place for easy access
Why should ad agencies care?
Clients expect transparency and regular updates to track the performance of the marketing efforts. Without a CRM solution for digital marketing agencies, monitoring key metrics — project milestones, ROI, lead conversions, budget, and time allocation — can be manual and error-prone, leading to delays and loss of trust.
Meanwhile, the best CRM software for digital marketing agencies helps your team effortlessly create custom reports and track vital data with customizable dashboards, such as time spent on tasks, campaign expenses, client communication, and sales pipeline performance.
NetHunt CRM delivers performance tracking and reporting with real-time insights, giving your agency full control over client reporting and internal operations:
Monitor lead sources and campaign effectiveness
Attribute revenue to specific team members and campaigns
Understand why prospects didn’t convert
Monitor effectiveness of email marketing campaigns
Integrate with Looker Studio to share real-time client dashboards without giving direct CRM access
Turns Gmail into CRM
Unlock CRM features directly in your Gmail inbox. Manage your pipeline, engage with customers, and analyze performance — all in one place.
Easy to use
NetHunt CRM is designed to keep things simple. Sync your email, invite your team, add customers — you're ready to go in minutes.
Ultra-customizable
Tweak any CRM object to fit your business. Modify fields, pipeline stages, views, and automations to match your unique processes.
Multi-channel hub
NetHunt CRM unites every sales channel you use to ensure you have the entire history of communications to close deals with confidence.
A CRM supports various roles in your agency, helping automate sales & marketing processes, boost collaboration, and improve both client and project management for long-term success.
Account managers handle multiple clients and projects, needing full visibility into communication history and project progress. With NetHunt’s agency CRM, they build strong client relationships, effortlessly track and manage leads, and generally attract more clients due to organized, data-driven management.
Sales managers need to track leads, deals, and team performance. The agency CRM software allows them to automate lead management & lead assignment, monitor pipeline progress, and ensure follow-ups are timely, increasing the chances of closing more deals and hitting sales targets.
Project managers oversee timelines, budgets, and resource allocation across campaigns. A CRM centralizes tasks, milestones, and team collaboration, helping them ensure projects stay on track. Meanwhile, integrations with tools like Google Calendar and advanced features such as automated task workflows support smoother project delivery.
The marketing director needs a clear view of campaign performance, client acquisition costs, and return on investment. A CRM with marketing automation provides real-time data, helping them analyze key metrics, optimize marketing efforts, and make informed decisions.
The best CRM software for marketing agency should integrate your favourite tools together to serve as the heart of your business processes.
See all integrations
CRM Essentials
CRM for marketing agency: How to run and grow your business
CRM Essentials
How CRM helps customer retentionA CRM for marketing agencies is designed to meet the unique needs of traditional and digital marketing agencies by centralizing project management, client data, sales efforts, and communication, improving efficiency and collaboration.
The best CRM for marketing agencies is a unified platform for advertising agencies that supports lead management, project tracking, client communication, and sales & marketing automation. For instance, NetHunt CRM is a highly affordable CRM solution that offers all these essential features tailored to marketing and digital agencies, helping them achieve business growth in a short time.
CRM pricing varies by provider and features. NetHunt CRM is a highly affordable system that offers flexible plans to match your agency's size and needs. Contact us for pricing details.
Implementation of NetHunt CRM opens up a vast array of opportunities to marketing agencies:
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Our team just got your request and we’ll be in touch shortly.
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