A CRM for marketing agency’s that can scale as you grow – The HubSpot alternative
Does your agency use a CRM that’s designed with your business needs in mind? Experience has shown us that most agencies don’t. Maybe that’s because most proprietary CRMs aren’t flexible enough and buying multiple licences is cost prohibitive.
This was the starting point for the ActiveDEMAND Agency Starter CRM package. ActiveDEMAND has taken each of your pain points and created a solution that works on every level. A CRM designed for your agency!
You won’t be surprised to hear that many agencies just like yours are using spreadsheets or Project Management Software as their CRM. It isn’t surprising really. Most CRMs require a degree in rocket science to set up – and then having to purchase extra seats to make it accessible for the entire business, is cost prohibitive. Add to that the fact that the average CRM is not designed with marketing agencies in mind and rarely works quite the way you want it to. A lot of agencies see a CRM as a major source of pain and don’t bother with one. Well, that’s where ActiveDEMAND started when they designed their onboard Agency Starter CRM and Task Management System.
Unlimited User Logins
We know that this is one of the biggest Pain Points for CRM users. How many licences are enough so that everyone can add the information needed to take a deal over the finish line? So, we designed a CRM with multiple logins (no additional seat costs)!
Our entry level Agency Starter CRM account is just £20 per month for the complete Agency – that’s it! No extra costs!
Multi-configurable Contact Cards
CRM contact record templates are quite often set in stone. You’re forced to make your business work to the CRM design not the other way round. With ActiveDEMAND, you capture the information you want to capture; in the format you want to capture it. Customisable fields are available throughout. Integrate ActiveDEMAND’s Agency Starter CRM and you can begin to capture your contacts behaviours as they interact with your brand indicating the best ‘next step’ and the best time to take it.
Multiple Pipelines
With larger agencies there maybe a need for separate pipelines for SEO, Paid Search, Web Development and Branding with different sales teams running each of them.
Not a problem with ActiveDEMAND’s Agency Starter CRM. You can have as many pipelines, with pipeline stages configured exactly as you want them. Each department can have their own pipeline; indeed, each account Director can have theirs as well!
- Setup and customise your pipeline
- Track phone calls, emails, text messages, and other points of contact with prospects and clients
- Manage deals with multiple client contacts
- Assign operations tasks to account managers
- Have both sales and marketing work together on campaigns
Agency Task Management
Within ActiveDEMAND’s CRM there is a Task Management feature so that you can manage Sales but also manage Client Services as well.
When you have your Agency Weekly Meeting, use the Task Manager to assign tasks to team members, keeping visibility on Prospects, onboarding new clients and delivering projects for existing clients.
Why use extra software when you can simplify your tech stack and keep all project information in one place.
Email Tracking with our Chrome Extension
The ActiveDEMAND Chrome extension partners with Agency Starter CRM allowing emails sent from your personal business Outlook and Google Workspace email accounts to be recorded in the CRM. Create your email, check the tracking box and send. The activity will appear in your contacts timeline.
You can add optional call-tracking so you can make and receive Tracked-Calls. View information from the CRM, reflected in your inbox through a connected pane detailing activity. No more searching for emails in your inbox.
Appointment Scheduler
Unlimited built in appointment schedulers come as standard with Agency Starter CRM. Every member of the team can have an automated appointment calendar to use in emails or advertising so that clients and prospects can make appointments at their convenience.
The appointment scheduler integrates with both Google and Microsoft Outlook Calendars.
No need for an external appointment scheduler.
Agency Starter Reporting
The Agency Starter CRM offers a brilliant reporting function on your own agency’s marketing efforts. Pinpoint which of your marketing outreach is achieving the results to fill your pipelines with leads. See exactly which individuals are engaging – and then repeat.
Upgrade to a full Marketing Automation Account
With a functional CRM there’s no reason why you can’t automate many of your marketing processes using ActiveDEMAND. Use automations to nurture prospects between pitches, deliver regular newsletters, schedule and post social media in advance. Create beautiful content and deliver it to multiple channels using ActiveDEMAND’s new content management system. Reporting from ActiveDEMAND is on demand, scheduled or by real time dashboard and can be configured to give branded reports of aggregated data to demonstrate the results of your campaigns for clients. End of Month reports don’t need to be a pain to produce when automated data collection is used.
Gateway to Agency Partner Portal
The Agency Starter CRM is the perfect way for agencies to begin to deliver similar services to their clients. The Agency Partner Portal allows your team to login to all your accounts in one place. A single platform taking the place of multiple platforms with ease and all the data in one place. Performance based marketing without the hassle of collecting data from multiple platforms!
Are you looking to learn more or need help implementing your sales & marketing strategies with automation? Schedule a 30-minute discovery call today to gain direction on implementing your marketing approach and growing your occupancy.