Free CRM for Advertising Agencies

Manage activities, client communication and projects with EspoCRM

Marketing and advertising agencies are always buzzing and busy with inventing creative business ideas and managing relationships with their clients. However, with the growth of the agency, it becomes more and more difficult to deal with the increasing number of activities and keep track of both the creative and business sides of things. CRM lets you take business tasks off your shoulders. It puts the relationships with customers into the heart of your business, while at the same time giving you the possibility to concentrate on creative tasks. The system aids in managing communication with clients, staying organized and informed about upcoming activities, managing your tasks, and keeping track of key business metrics. Apart from that, it also allows you to execute targeted email campaigns and monitor their effectiveness, automate follow-ups with your clients, streamline lead conversion, and guide each client throughout every stage of your sales pipeline.

Make your choice!

Self-Hosted Cloud-Hosted

What’s the difference?

Better Client Relationships

Collect data about Leads, Contacts & Accounts in one place
Monitor the history of interactions with your current and potential customers (Emails, Meetings, Calls)
Set up Web-to-Lead Capture from your site
Customize Search Filters and add Tags to find data quickly
Create and edit Custom Entities, Fields, and Layouts
Use Kanban Boards to visualize your data
Import & Export records easily

Activities & Calendar Management

Keep track of Calls & Meetings
Follow the progress and status of every Task and Project
Monitor the team performance in Shared Calendar
Create In-app & Email Notifications for important events
Send Event Invitations to Attendees
Sync events and attendees with Google Calendar (add-on)
Sync events and attendees with Outlook Calendar (add-on)

Advanced Marketing Management

Create personalized Email Templates
Utilize Target Lists to segment the audience
Insert Tracking Links into your marketing emails
Monitor the campaign results in logs
Create engaging Email Campaigns
Sync Campaigns with Mailchimp (add-on)

Key Business Statistics

Track your team and business performance with Reports (add-on)
Add Report Panels and Dashlets (add-on)
Export Excel files with Report Results (add-on)
Schedule sending of Report Results to your clients (add-on)
Sync List Reports with Target lists to segment audience for marketing campaigns (add-on)

Enhanced Sales Productivity

Focus on the right Sales Opportunities
Automate the generation of Quotes, Sales Orders, and Invoices (add-on)
Customize the stages of your sales pipeline with Entity and Layout Managers
Automate day-to-day sales follow-ups with Workflows and BPM (add-on)
Predict the future revenue with Reports (add-on)

Customer Portal & Document Storage

Create Customer Portals to give clients access to the project data
Control the data your clients can view with Portal Roles
Create a Knowledge Base of articles with useful information and tips for your clients
Store and link Documents to the related records
Save Email Attachments as Documents in the system
Use Document Folders to categorize and search files

Let EspoCRM do all hard work!

Equip your business with the powerful CRM solution and see its benefits for yourself!

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