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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 the upcoming activities, managing your tasks, and keeping track of key business metrics. Apart from that, it also allows you to send 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.

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
Advertising Agencies Contacts

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)
Advertising Agencies Calendar

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)
Advertising Agencies Marketing

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)
Advertising Agencies Reports

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)
Advertising Agencies Opportunities

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
Advertising Agencies Documents

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