CRM Software is Customer Relationship Management Software that businesses and marketing agencies use to streamline their sales process and to automate 70% of their manual labor.
I started using SalesForce(A powerful CRM) back in 2016 and before that, I used to manually process all the transactions, schedule appointments, create landing pages, and so on.
Once I started using Salesforce, I was able to save almost 3 hours daily.
Yes, the initial setup is painful and time-consuming but if you hire a CRM expert to set things up, you can jump right into the small learning process.
After that, everything else is a breeze.
But, Salesforce is said to be the most powerful CRM out there and not everybody needs such a heavy-duty CRM.
Especially, if you are just doing marketing, you need something simple and straightforward.
In this article, I am going to share with you some of the most sought-after and best CRM software for marketing agencies.
Zoho CRM is a beginner-friendly CRM for marketing agencies and freelancers that starts at just *$10+/Mo. It is one of the affordable CRM solutions out there and anyone who want to try a CRM can get started with it easily.
The documentation is remarkable and you don’t have to hire people to set things up for you.
It’s an Indian brand that’s powering more than 150,000+ customers globally.
You are not bound by any contracts and if you aren’t sure, you can also request a free trial account where you can test all the features and see if they are a good fit for your brand.
ZohoCRM is suitable for enterprise-level clients and small-scale businesses. If you aren’t a marketing entity, you can still use it for your business.
That said, ZohoCRM is recommended for industries related to Life Sciences, Financial Services, Real Estate, Retail, Insurance, and Non-profit.
Zoho also offers a CRM Plus plan for users that need some extra bells and whistles.
Their list of features and options includes sales force automation, journey orchestration, process management, omnichannel, analytics, sales enablement, performance management, predictive sales, customization, marketing automation, team collaboration, remote work, and more.
Click the button below and get started with the Zoho CRM trial. You can also get in touch with their sales team to clear all your doubts about this CRM software.
Agile CRM is a sales focused CRM solution that many fortune 500 companies use today. So, you are in a good company if you plan on choosing Agile CRM.
Their CRM is divided into three different segments; Sales enablement, marketing automation, and customer service.
While testing, I found Agile CRM’s dashboard to be intuitive and easy to use. This makes Agile CRM a promising option for people looking to upgrade from a basic CRM to something more advanced and powerful.
A few of their many features include contact management, milestones tracking and progress tracking, one-click calling & voicemail automation, appointment scheduling, project management, landing page builder, social suite, email marketing, mobile marketing, email tracking, helpdesk, feedback forms, knowledge base, ticketing and app integrations.
If you are curious about the integrations supported by Agile CRM, please visit this page to explore them all.
I would recommend Agile CRM to businesses of small to medium scale and freelancers who are looking to upgrade from spreadsheets and some basic CRM solution.
Pricing is fairly affordable and they also offer a free plan(You don’t need a credit card to sign up) that you use to get started. If you are a freelancer, the free plan will be more than enough to take your operation to the whole level. Upgrading to the next premium plan is a pretty straightforward process as well.
It’s a good all-in-one CRM for freelancers, marketing consultants, businesses, and large enterprises.
HubSpot CRM was my first CRM. It’s perfect at the time and did everything I expected it to do but then I forayed my way into blogging and SEO consultancy, and most of my clients used Salesforce. So, I switched to Salesforce as well.
But, if you don’t care about integrating apps and adding more users to your account, HubSpot is the best option out there.
When compared to Salesforce, it might not have that much power but it is more than enough to help you streamline your entire sales, marketing, and customer support process without breaking a sweat.
HubSpot CRM offers four major segments; Marketing Hub, Sales Hub, Service Hub, and CMS Hub.
I have tried both marketing and sales hub. So, I can vouch in favor of these.
Since they also offer free accounts, you don’t have to worry about wasting your hard-earned money.
With the free plan, you can start with email marketing, create forms, landing pages, and do some level of contact management.
FYI: The base premium plan starts at $50/mo and it can get a lot expensive if you want to upgrade to the enterprise-level plan.
ConvertKit is unlike your traditional CRM solutions. It’s most suitable for email marketing and digital businesses such as e-commerce platforms, blogs, publishing platforms, etc.
Many bloggers use ConvertKit for email marketing. So, if you don’t need a fully-fledged CRM with all the fancy features that you actually don’t need, ConvertKit is the perfect fit for the job.
Its key features include landing pages, email marketing, email designer, email marketing automation, integration with an array of plugins, email sign-up forms, and e-commerce features.
Yes, you can use its landing pages to sell products without actually launching a website.
You can get started with ConvertKit for free. With the free account, you can manage up to 1000 subscribers, access unlimited landing pages and sign-up forms, send email broadcasts, sell digital products & subscriptions. If you get stuck somewhere, you also get email support.
When you outgrow the free version, you can upgrade to affordable plans starting at $29/mo and $59/mo.
It’s a pocket-friendly email marketing CRM for digital marketing agencies, bloggers, e-commerce shop owners, freelancers, and influencers.
Google Analytics is one of the most underrated CRM tools out there. On top of being completely free, it offers so many features that you actually don’t need any other CRM to manage your website.
You can get data on live visitors on your website, CTR, organic search traffic, traffic coming from social media websites, audience reports, goal tracking, flow visualization, and custom reports.
If you run or work for a digital marketing agency, Google Analytics is a must. You need to know exactly what’s happening with your client’s website(s) in order to improve it and drive more traffic from search engines, and eventually improve the revenue generation potential of the website.
Plus, Google Analytics is a must if you want to sell your website online as it is considered to be one of the most reliable traffic report generating platforms out there.
Since it is completely free to use, you don’t have to spend any money and still get to use all of its features. As of now, there isn’t any paid or premium version.
The only downside to using Google Analytics is that you need to set things up and as a beginner, it could get really complicated and time-consuming.
If you are a beginner who wants to explore Google Analytics and configure it properly, here are a few tutorials:
- Welcome to Google Analytics for Beginners (3:19)
- Walkthrough of the Google Analytics 4 User Interface
- Google Analytics Full Course
Please keep in mind that Google keeps refreshing the Analytics Dashboard design and sometimes they also push changes to the UI. So, please look for some latest tutorials from Google Analytics themselves to clear all your set up related doubts.
If you don’t find any videos or articles, the best place to look for is in the Google Analytics Forum.
Similar to ConvertKit, Aweber is a CRM for email marketing. AI-powered email template designer will assist you in crafting the perfect newsletters for your subscribers.
If you are running a webinar, you can easily create landing pages to turn interested followers into email subscribers.
Just like any other email marketing CRM, you can also create email templates without touching a piece of code. Plus, you have access to hundreds of pre-designed email templates to choose from.
If you don’t like scheduling and manually sending emails all the time, you can make use of the auto-newsletters with which you can broadcast your latest articles to your subscribers.
Aweber also offers email marketing automation features that you can use to set triggers, automate tagging, personalize communications and increase the overall productivity of your marketing campaign.
It comes with two plans; a Free plan where you can manage up to 500 subscribers and a pro version where you get to customize the price according to your subscriber volume.
Nutshell CRM is a state-of-the-art CRM with an emphasis on helping businesses increase their revenue. Sales automation, email marketing, contact management are three segments that you get with Nutshell CRM.
Features include sales automation, pipeline management, custom reporting, team collaboration, and marketing. You will need to give it a test drive to explore all the features.
Unfortunately, they don’t offer any free version as of now. The base premium plan starts at just $19/mo. and the pro plan starts at just $35/mo. This seems like a steal of a deal if you don’t want a complicated CRM and just want to automate your sales and some level of marketing.
Google Search Console
Another Google product that I use on all of my niche and authority blogs. Not just blogs, I always integrate Google Search Console with any portal that I build.
It’s free and offer so many features to help improve your website’s search appearance.
You can help Google index your website faster by submitting a sitemap, see if there are any crawl errors and if there are, learn how to fix them.
The latest version also supports in-page performance testing and error reporting which can help you in mitigating serious website errors before your site’s ranking drops significantly.
SugarCRM is probably the most promising CRM for small-scale businesses and marketing agencies.
It offers marketing automation, sales automation, on-premise CRM and customer service.
Its email marketing suite will help you in creating compelling marketing campaigns with ready-made templates and design.
So, SugarCRM is for people who want to automate their email marketing process without spending too much time learning and perfecting a system.
ActiveCampaign is an email marketing built for bloggers and other creative professionals. Of course, you can use it with any type of marketing campaign. But, I saw it being used by bloggers and digital entrepreneurs.
Unlike Aweber and other similar email marketing CRM, ActiveCampaign comes packed with a whole range of CRM-level features such as sales reporting, win probability, marketing automation, segmentation, lead scoring, automated deal updates, task assignment, and note creation.
There are many other features that you can explore by clicking the button below.
The base plan starts at just $15/mo. and you can easily upgrade to bigger plans as you go.
When I started my first niche website back in 2015, Mailchimp was the only email marketing service provider that offered a decent account for free. Yes, you were limited to 2000 subscribers but that’s more than enough for a newbie to get started with.
Now Mailchimp offers much more than that. It’s grown into a fully-fledged email marketing CRM that even some fortune 500 companies use.
The best part, it still offers the same free plan with added features such as a marketing CRM, creative assistant, website builder, Mailchimp domain, forms & landing page, and many other features.
For a free account, Mailchimp offers more than what some premium offerings in this list offer.
They also offer premium options with some advanced features that you can check out at their pricing page here.
There aren’t many people who haven’t heard of Zendesk. It’s the default enterprise-level custom support platform. But, you can also treat it as a customer service CRM or outreach CRM.
I have seen Zendesk being used by some WordPress support companies. So, you can rely on them for some heavy-duty tasks.
Unlike many support CRM platforms, Zendesk offers so many analytics features such as total no. of tickets, chats launched, calls attended, and more.
You can easily integrate Zendesk with any major CRM using APIs and the Zendesk Sunshine Platform.
GoSquared is an all-in-one solution for medium-scale businesses to large corporations. Some notable products include real-time dashboards to retrieve some live web analytics, top-notch live chat widget for websites, team collaboration, marketing automation, user analytics, and product updates.
It’s been awarded “High Performer” badge by G2. So, you can rely on the overall performance of the platform.
GoSquared also comes up with a free plan that will let you manage up to 100 profiles.
Who should be investing in this platform?
GoSquared is more suitable for website managers and marketing agencies that manage hundreds of websites. The free plan is a bit limited and the premium plans are expensive which makes them a costly option for beginners.
GetResponse is one of the best inbound marketing CRM out there. You can grow your website, blog, or e-commerce portals using the email marketing tools offered by GetResponse.
Some of the many features include email marketing, landing pages, paid ads, sales funnels, popup forms, autoresponders, marketing automation, website tracking, life, and on-demand webinars, dedicated IP address, transactional emails, and dedicated support.
Pricing starts at jut $15/mo. and you can upgrade easily within a few minutes.
Constant Contact is an email marketing CRM for publishing platforms, blogs, business websites, e-commerce stores, and social media influencers & brands.
You can get started for free by signing up for their one-month-free account which is enough time to decide if Constant Contact fits your purpose or not.
Create email templates using their drag & drop builder, send bulk emails to your subscribers, send trigger emails, segment subscribers based on behavior, increase open rates by retargeting non-openers, take your email lists to the next level and make more money from your existing subscribers.
For a blogger or a startup that’s in its initial stage of growing, Constant Contact is a solid platform to invest your time in. Plus, the first-month free offer is an attractive option.
What’s the primary purpose of a CRM?
It is to build a relationship/bond with your customer. Intercom does exactly that but in an unconventional way.
You integrate Intercom with your website and it will show a small “CHAT” bubble at the bottom right corner of your website. Whenever a user visits your website, they can schedule a call, book an appointment, or request customer support using the popup chat form.
On top of that, you can also use it to increase the CTR of your website, increase your revenue goals and share deals with your customers.
If you run a service based business, Intercom will be a powerful tool to try out.
ACT! is a marketing automation CRM that powers hundreds of businesses globally. You can easily create landing pages, turn leads into sales, run customer surveys, create email templates, make use of the existing email template library, manage multiple marketing campaigns, send up to 2500 email/mo and upgrade your account easily with just a single button click.
If you want to learn more about their features and various options available with different CRM segments, please visit their pricing page.
Insightly offers some powerful features such as lead routing, workflow automation, email marketing, and tracking, relationship linking, and multiple dataset management.
It is a powerful CRM for marketing agencies and other corporate entities. Since it offers so many powerful features and technical options, it may be unsuitable for beginners and freelancers who are looking for a simple and straightforward CRM solution for minor tasks.
They also offer free accounts and you can easily get started by signing up without any Credit Card.
I didn’t want to recommend Salesforce for beginners but there are many marketing agencies that could easily automate a lot of their manual tasks, and streamline their process using Salesforce.
If I have to mention all of the products that come packed with Salesforce, it would need a separate article altogether.
In short, if you are looking for a scalable, reliable, and fully-loaded CRM that works with any given industry or niche, Salesforce is the CRM for you.
You can explore the products and features offered by Salesforce here.
- Best Keyword Research Tools
- Best Blogs About Blogging (The Latest list with details)
- Best Bulk Emailing Services
Conclusion: Best CRM Software For Marketing
In this list, I have shared with you some of the best CRM software that you can use for Marketing or sales.
I use CRM software to automate a lot of processes such as sending emails after sales/outreach calls. Plus, later I learned how to schedule articles and organize research materials with just a few tweaks.
So, if you are a blogger or a marketing consultant or if you run a business that sells products online or offline, you must get a powerful CRM to help you out with all the tedious manual tasks.
CRMs aren’t cheap but if you compare it with an employee or two who has to do all this manual work, you’ll be spending ten times the money on their salary.
What do you think about these CRM software?
Let me know in the comment section below.