Growing agencies can often find themselves overwhelmed with the balancing act of prospecting and onboarding new clients and maintaining good relationships with their current ones—all while making sure to deliver quality results that keep everyone satisfied.
Whether you operate from a digital marketing agency, consulting agency, or in any creative field, a CRM for agencies may be the solution to streamline your workflows and improve productivity.
With increasing competition and higher expectations from clients, agencies must perform at their highest level to retain long-term business.
The struggle comes when you’re tasked with juggling multiple client projects simultaneously. Without a process and a process-supporting system in place, you’ll be left imbalanced, often in the difficult position of sacrificing new clients in favor of satisfying current ones or vice versa.
But it doesn’t have to be that way. When you use an effective CRM for agencies, you can enjoy benefits such as:
Agencies often struggle to perfect the balancing act of client onboarding and client retention. Some agencies sacrifice good client relationship management to deliver the best possible product.
But that may be a mistake. No matter how good your product or service is, it’s no secret that high-quality customer service skills give your agency a competitive edge. In fact, 80% of customers are more likely to repurchase from a company after valuable customer experience, even when given the option to go with a competitor.
This is not to say that quality products or services are not important. Ideally, you can deliver both. But realistically, an often-small agency team will struggle.
That’s where a good CRM for agencies can help.
Regardless of the type of work your agency does—whether you operate a digital marketing agency, a creative agency, or even a video production company—you’ll benefit from several core CRM features.
Stay on top of the buyer journey with a streamlined sales pipeline. Customize your pipeline to fit your unique sales model, and take advantage of Nutshell’s advanced pipeline management features to help you forge long-term customer relationships and stable agency growth.
From lead nurturing to building relationships with existing clients, automation can make the day much easier by putting essential tasks on autopilot, allowing you to focus on more hands-on, needle-moving activities.
Nutshell’s sales automation features allow your agency to focus on growth and crucial project- and client-focused tasks by taking over for day-to-day tasks such as:
Client acquisition is a vital aspect of agency growth, and many agencies correctly focus a lot of their efforts on it. However, building trust and loyalty with existing clients is just as important and not as expensive.
When you choose Nutshell as your agency CRM, you get access to powerful email marketing automation tools to keep the conversation going and keep your clients engaged.
With Nutshell Campaigns, our native email marketing add-on, you can elevate your marketing campaigns and continue learning about your clients to send them more relevant and personalized messaging.
In a bustling and hustling agency, you may find yourself constantly going back and forth with clients regarding proposals, editing requests, and contract negotiation. Depending on the nature of your agency, you may even have to visit several different clients on-site.
Organizing your contact information in a way that’s understandable and easily accessed is another way that a CRM for agencies can help you manage your day-to-day client interactions.
Nutshell’s next-level contact management features allow you to:
Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.
Mark M. Southwestern Scale Co.
I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.
Craig C. Thermal-Tec
We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.
Daniel H. EOS
When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.
Jason C. Arrow Container Corp
Agencies often rely on several software applications to manage a project from start to finish. Using a CRM may feel like adding another load to your tech stack.
But with Nutshell, you can integrate all your software tools seamlessly to deliver a complete service from your CRM platform.
Integrate 6,000+ applications with Nutshell with just one click, no matter your preferred tech stack. Don’t see the application you need? You can easily integrate Nutshell with thousands of tools through Zapier.
And for an even more customized integration experience, Nutshell’s AppConnect will give you even more flexibility to integrate your workflows and data between Nutshell and the applications your team already uses.
We offer integration capabilities with applications in several categories important to agencies, such as:
With so many other CRM systems on the market, you may be wondering what sets Nutshell apart. Well, Nutshell is more than just a CRM platform–It’s an all-in-one solution designed to benefit your business by meeting your unique needs and increasing your bottom line.
We understand the obstacles that agencies often face, and our CRM is designed to help you find balance in your sales cycle and processes, letting you welcome new clients and projects with open arms instead of wondering how you’ll juggle it all.
When you choose Nutshell as your CRM, you can look forward to incredible benefits such as:
Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell helped companies just like yours achieve and exceed their goals!
When you choose Nutshell as your agency CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More
Streamline your sales and marketing processes—achieving a balance between client acquisition and client satisfaction—with a feature-rich CRM solution.
Use Nutshell to effortlessly generate, capture, and nurture leads through your sales pipeline from start to finish. Take advantage of the platform’s robust contact management, automation, and marketing tools to build trust, client relationships, and superior customer experiences.
Give Nutshell a try to discover what it can achieve for your agency. Sign up for a 14-day free trial now– no credit card required. Alternatively, you can contact our sales team to discuss your requirements and schedule a live demo to see Nutshell in action.
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