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Productivity - 2 min READ

Your creative agency’s silver bullet

A full CRM buyer’s guide

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Author photo: Carrie Shaw

Carrie Shaw

Chief Marketing Officer

Think about how you store your client information today; many agencies still keep information about clients and deals in Excel or Google Sheets. Others struggle with rigid, old-fashioned customer relationship management (CRM) systems that don’t match a relationship-focused business model.

When your business is built around relationships, success comes down to staying on top of your current pool of customers and keeping in touch with them at all the right times. If your team contends with the disorganization of using multiple sheets and calendars; and wasted time looking for email addresses, contracts, payments, emails and more, the process deteriorates fast.

We understand how urgent it is to organize and get your team on the same page. CRM for agencies should be flexible enough to accommodate the way you work so you can easily scale processes, build loyal clients, and grow revenue.

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A well-designed CRM system is like a super smart contact manager that stores important details about clients and prospects in an online platform — and streamlines the sales and marketing process. Where to begin?

Say hello to your creative agency CRM navigation guide, which will help you:

  • Learn the benefits that right-fit CRM offers agencies
  • Put actionable tips into practice during the CRM evaluation process
  • Implement your new CRM strategically to maximize adoption rates and supercharge your success

Grab the guide now to become the agency your clients choose over and over again:

Image for post Creative agency CRM buyer's guide

Creative agency CRM buyer's guide

Level up with a right-fit CRM for your team.

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Instant activation, no credit card required. Give Copper a try today.

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