As an expert marketer, you understand that a CRM (Customer Relationship Management) system is the backbone of any successful marketing agency. From managing leads to enhancing customer experience, the right CRM can do wonders for your agency. But with an abundance of CRM solutions available, how do you find the best one tailored to your marketing needs? That’s what we’re here to explore! We’ve curated a list of the best CRM for marketing agencies, both free and paid, and evaluated them based on their features, pros and cons, and pricing.
1. Propovoice CRM
Propovoice CRM is designed to be a practical and accessible CRM solution for marketing agencies. It offers a sleek interface and robust CRM capabilities to manage client relations, project status, and marketing tasks. It is a straightforward yet robust CRM solution designed with simplicity in mind. It aims to provide small businesses, marketing agencies, and freelance marketers with an easy-to-use platform to manage their client relations, project statuses, and marketing tasks. This CRM features contact management, email marketing, and task assignment tools that streamline your workflow. With its intuitive interface, you can easily navigate through your client database and retrieve critical information quickly. Propovoice CRM is a practical choice for those who value simplicity and essential CRM capabilities.
Features: Contact management, estimate, and invoice management, task assignment
Pros: Propovoice CRM boasts an intuitive interface that makes it user-friendly even for beginners. It provides an organized client data view, making it a breeze to retrieve vital information.
Cons: While it excels in simplicity, Propovoice CRM lacks some advanced features like comprehensive reporting or extensive third-party integrations.
Best used for: Small marketing agencies and freelance marketers
Active installs: 900+
Rating: 4.6 out of 5.0
Pricing: Free version available; Pro version starts from $79/year
2. FluentCRM
FluentCRM is a powerful self-hosted WordPress CRM plugin that stands out for businesses with robust email marketing campaigns. It is a powerful self-hosted WordPress CRM plugin that shines in the realm of email marketing. This CRM provides extensive email campaign management tools, audience segmentation options, and performance tracking metrics. Its ability to design engaging emails, segment your audience, and execute targeted campaigns make FluentCRM an ideal tool for marketing agencies focusing on email marketing strategies. Additionally, FluentCRM provides detailed analytics that helps you gain a deeper understanding of your campaign performance, helping you fine-tune your marketing approach for better results.
Features: Email campaign management, audience segmentation, performance tracking
Pros: Its strength lies in its excellent email marketing capabilities, allowing you to design enticing emails, segment your audience, and execute targeted campaigns. Furthermore, the detailed analytics provide you insights into your campaign performance.
Cons: While FluentCRM provides a rich feature set, it may present a steep learning curve for beginners.
Best used for: Marketing agencies heavily invested in email marketing
Active installs: 30,000+
Rating: 4.8 out of 5.0
Pricing: Free version available; Pro version starts from $129/year
3. WP ERP CRM
WP ERP CRM is a dynamic plugin that can automate your marketing operations, making it one of the best CRM for agencies looking for sales automation. It is a dynamic CRM solution that empowers marketing agencies to automate their operations and focus more on their strategic goals. It boasts potent sales automation capabilities, customer profiling tools, and support for various custom fields. With WP ERP CRM, you can automate repetitive tasks, enhance your customer profiling process, and customize your CRM to fit your specific requirements. Despite its rich feature set, WP ERP CRM maintains user-friendliness and provides an organized workspace for marketing agencies seeking efficiency and automation.
Features: Sales automation, customer profiling, custom fields
Pros: It offers potent automation features that streamline repetitive tasks, enabling you to focus more on strategy. Also, it supports various custom fields, enhancing your customer profiling process.
Cons: Its rich set of features can be overwhelming for agencies requiring simple CRM solutions. It can be a bit challenging to navigate through the numerous features and settings.
Best used for: Marketing agencies that want to automate their sales processes
Active installs: 9,000+
Rating: 4.4 out of 5.0
Pricing: Free version available; Pro version starts from $479/year
4. Jetpack CRM
Jetpack CRM is a flexible WordPress CRM plugin, making it ideal for agencies looking to scale their business. It is a comprehensive and flexible WordPress CRM plugin that adapts to the growing needs of marketing agencies. Its core features include extensive customization options, robust business performance tracking tools, and efficient quote and invoice management systems. Jetpack CRM enables you to tailor the CRM platform to meet your specific needs. Its powerful reporting tools provide you with critical insights into your business performance, helping you make data-driven decisions. Jetpack CRM’s flexibility and scalability make it an ideal choice for marketing agencies aiming for growth.
Features: Customization, business performance tracking, quote, and invoice management
Pros: It allows a high degree of customization, letting you adapt the CRM to your specific needs. With powerful reporting tools, Jetpack CRM lets you track business performance effectively.
Cons: The user interface, although functional, may seem a bit outdated, which might affect navigation for some users.
Best used for: Growing marketing agencies looking to scale
Active installs: 40,000+
Rating: 4.4 out of 5.0
Pricing: Free version available; Pro version starts from $132/year
5. HubSpot CRM
HubSpot CRM integrates directly with your WordPress website, offering a comprehensive CRM solution for marketing agencies. It is a well-rounded CRM solution that integrates seamlessly with your WordPress website. Known for its extensive feature set, HubSpot CRM provides a broad range of capabilities, including seamless integration with other HubSpot tools, lead generation and nurturing tools, and excellent customer service. With HubSpot CRM, you can easily manage your marketing, sales, and service hubs from a single platform. Its lead generation and nurturing tools are top-tier, helping you attract, convert, and delight customers. HubSpot CRM is a comprehensive solution for marketing agencies seeking to enhance their CRM capabilities and achieve their marketing goals.
Features: Seamless integration with other HubSpot tools, lead generation, and nurturing, excellent customer service
Pros: Its seamless integration with other HubSpot tools, such as marketing, sales, and service hubs, provides a comprehensive solution for agencies. The lead generation and nurturing tools are top-notch.
Cons: For those new to HubSpot, the extensive features might feel a bit overwhelming initially.
Best used for: Marketing agencies looking for a comprehensive CRM solution
Active installs: 300,000+
Rating: 4.4 out of 5.0
Pricing: Free version available; Paid version starts from $600/year
Top 5 WordPress CRM for Marketing Agencies in 2023
Based on our evaluation, the top three CRM solutions for marketing agencies are HubSpot CRM, FluentCRM, and Propovoice CRM. They balance affordability and comprehensive features, making them a reliable choice for various types of marketing agencies.
| Product | Best for | Pros & Cons | Pricing | Website |
| Propovoice CRM | Small agencies & freelancers | User-friendly, limited advanced features | Starts at $70/yr | Propovoice CRM |
| FluentCRM | Email marketing | Powerful email tools, steep learning curve | Starts at $129/yr | FluentCRM |
| WP ERP CRM | Sales automation | Excellent automation, potentially overwhelming | Starts at $479/yr | WP ERP CRM |
| Jetpack CRM | Scaling agencies | Highly customizable, outdated UI | Starts at $132/yr | Jetpack CRM |
| HubSpot CRM | Comprehensive solution | Extensive features, might feel overwhelming | Starts at $600/yr | HubSpot CRM |
Remember, the right CRM software (Customer Relationship Management) can redefine your customer relations and elevate your marketing game, so choose wisely!
