Found a great CRM for digital marketing agencies

22 Jul 25 7:51 am

Found a great CRM for digital marketing agencies

I wasn’t sure we needed a CRM at first, you know, it's a small marketing agency. But once we started getting more clients and projects overlapping, it became hard to keep track of everything.

I asked around and found a good CRM for digital marketing agencies with five team members collaborating on projects. It ended up being a great fit because it keeps things in one place. Our team can see what’s going on with each client - whether they’re in sales, accounts, or doing creative work. No one’s asking “Where are we with this one?” all the time anymore. Also, it was designed for small teams, so it's light and easy to use.

We connected it with QuickBooks and Asana, and now our billing and project tracking are a lot easier. Before, we were bouncing between tools, and now it’s all more streamlined.

The reminders and automations help too. We’ve set it up to trigger emails or follow-ups based on client activity, which saves time and keeps things from slipping through the cracks. You can also create repeat workflows for things like renewals or monthly updates, and this is great when you're juggling multiple accounts.

It didn’t take long to set up, and it just works for the way our team runs.