The top CRM for your agency, and why you need one

An agency CRM is a tool that helps you manage interactions with current and potential clients. It keeps all their information in one place, tracks communications, and automates tedious tasks. In other words, a CRM system is your agency’s best friend, helping you build stronger relationships, while streamlining operations.

Implementing a CRM in your agency can be a game-changer. Here are some of the benefits:

• Improve client relationships: With your client lifecycle outlined in your CRM, you can provide a personalized and timely experience, making your clients feel valued and understood. Imagine sending an email to clients you haven’t heard from in a while. Or automatically sending an automatic handoff email when a client signs and the work begins. It’s the little details that make clients feel special and foster loyalty.
  

• Enhance collaboration: A CRM creates better teamwork by allowing everyone to access up-to-date information. From there, your team can collaborate on deliverables and track project progress. Say goodbye to confusion about your project’s status! Now, everyone, from sales to support, is on the same page, working towards a shared goal.
  

• Increase efficiency: Automate repetitive tasks, such as follow-ups and data entry, freeing up time for more strategic work. Your team can focus on what truly matters—creative brainstorming, strategic planning, and engaging with clients—while the CRM tackles the mundane.
  

• Have better data management: With a CRM for your agency, everything gets organized neatly, making it super easy to find what you need. You can know exactly when a client’s work anniversary is or recalling previous conversations without rummaging through endless emails. Whether it's a client's history or a detailed report, it's all just a few clicks away.
  

• Get insightful analytics: Quickly understand how your business is doing, so you can make better decisions. Track key metrics like conversion rates, spot trends in sales execution, and tweak your strategies on-the-go to keep your agency ahead of the game.

Choosing the right CRM can be a difficult choice with so many options available. In fact, there are probably a few things you need to look for in particular when it comes to choosing the right one for you.

Here’s a closer look at some of the top CRM for your agency, each offering unique benefits for your businesses:

1. Copper

Copper stands out as the best CRM for agencies with its seamless integration with Google Workspace, making it an ideal choice for agencies already using Gmail, Google Calendar, and other Google tools. Copper’s user-friendly interface also means that your team can start using it with minimal training. Automated workflows, project management, robust reporting, and extensive customization options make Copper a powerhouse CRM.

2. HubSpot CRM

HubSpot CRM is a good choice for agencies that have sophisticated sales and marketing requirements. With HubSpot's Marketing Hub, Sales Hub, and Service Hub, you get an all-in-one solution for client relationship management and marketing campaigns.

3. Salesforce

If you're a very large agency with complex needs, Salesforce has got you covered. This CRM is all about scalability. You get powerful integrations, detailed analytics, and customizable dashboards. Just keep in mind, it will require a dedicated engineering resource to code and customize your instance so you can get the most out of it.

4. Productive

Productive is a great choice for agencies with robust project execution needs. It offers project management, reporting, budgeting and more. However, its CRM capabilities are on the lighter side.

5. Pipedrive

Pipedrive is all about sales pipeline management. Its visual sales pipeline and activity-based selling approach keep sales teams organized and focused on closing deals. However, it’s not built for project management use cases, meaning you’ll likely need a separate platform to manage post-sale activities.

Among the CRM options available, Copper shines brightly as the ultimate choice for agencies. Here’s why Copper is the top agency CRM for your business:

• You get seamless integration with Google Workspace: Copper is designed to work hand-in-hand with Google Workspace, which means you can easily manage your Gmail, Google Calendar, and other familiar tools. This seamless integration keeps everything in one place, making it easy for your team to stay productive.
  
  
  When Chandler Navarrete, Head of Creative at Polymath, discovered Copper, he knew it was a game-changer. It ticked all the boxes for his team’s needs: native integration with Gmail, robust Mailchimp integration, affordability, and simplicity without the hassle of larger CRM systems.
  

• It’s got a user-friendly interface: Copper is as user-friendly as your favorite social media platform. Hook up your team’s Google Workspace account and instantly dive into a complete history of all your client interactions. It's like having a super-organized digital assistant at your fingertips! That also means there isn’t much of a learning curve, which means your team can hit the ground running.
  
  

• Quickly automate workflows: Say goodbye to time-consuming admin tasks and hello to increased efficiency. Let Copper handle the busywork so you can focus on what really matters.
  
  

• Get robust reporting and analytics: With Copper, you get detailed reports and analytics that give you a clear picture of your agency’s performance and client interactions. These insights help you spot trends, measure success, and make smart decisions to keep your business moving forward. Track key metrics, monitor your progress, and tweak your strategies in real-time to stay ahead of the game.
  

• It’s easily customizable: Make Copper your own by customizing pipelines, fields, and more to fit your agency’s unique needs. Copper grows with your business, offering the flexibility to create a CRM system that matches your processes and goals.
  
  ​​Anna, an account manager at Campfire Labs, found Copper to be incredibly flexible and scalable. She highlighted the email integration capabilities and the Copper Chrome extension as huge selling points, with both features helping her save time and work more efficiently — which is crucial in the fast-paced environment of an agency. So, whether you need to track specific client details or manage complex projects, Copper adapts to you.

Choosing the right tools can make all the difference in running a successful agency. A CRM like Copper doesn't just simplify your tasks—it transforms the way you work. With seamless Google Workspace integration, user-friendly features, and powerful automation, Copper helps you attract more clients, streamline operations, and deliver projects effortlessly.

We grow as you grow.

So, don’t wait —try our 14-day free trial today and see why Copper is one of the best agency CRMs.