Arrow iconAll posts

Productivity - 2 min READ

Your creative agency’s silver bullet

A full CRM buyer’s guide

Copy blog url
Twitter share logoLinkedin share logoEmail to logo
Article featured image
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.

Get the latest from our blog every month

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
FREE RESOURCE

Creative agency CRM buyer's guide

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

Try Copper free

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

Ideo graphicMasterclass graphicSwell graphicBubbles graphic
Copper try free image

Keep Reading

All postsArrow icon
Featured image: 11 video types to drive growth with video marketing for business

Marketing - 9 min READ

11 video types to drive growth with video marketing for business

Creating marketing videos for your business doesn’t need to be overwhelming. Here’s how to get started.

Featured image: Copper now stores and organizes all the documents you send through Gmail — in one place.

Copper news - 2 min READ

Copper now stores and organizes all the documents you send through Gmail — in one place.

New file organization capabilities automatically sync with Gmail and Calendar and surface your important customer files across CRM records.

Featured image: 7 things to know when switching from Universal Analytics to Google Analytics 4

Sales - 4 min READ

7 things to know when switching from Universal Analytics to Google Analytics 4

There are many reasons to switch to Google Analytics 4 from Universal Analytics — and Google won’t support the old version starting in 2023.

Featured image: A 4-step process for customer research

Marketing - 3 min READ

A 4-step process for customer research

Customer research doesn’t have to be a pain, you just need the right approach. Follow these 4 steps to uncover your ideal customers.