CRM for marketing agencies
NetHunt CRM for marketing agencies empowers your growth by simplifying project management, tracking leads, automating routine tasks and strengthening client communication — all in one platform.
Agencies grow x5 with NetHunt CRM
4.8/5 based on over 1,000 reviews
Pipeline conversion is low Lead qualification is inconsistent, causing bottlenecks in the pipeline. Deals stuck, leading to low conversion rates and lost revenue.
Can’t keep up with the project deadlines Disorganized project management causes delays, poor task coordination, and overloaded specialists missing deadlines across multiple campaigns.
Deal handoff is a disaster Client data gets scattered across tools or lost during handoffs, causing miscommunication, delays, and confusion between sales and account teams.
No meaningful relationships with clients Inconsistent follow-ups and lack of standardized processes hurt client relationships, leading to missed upsell opportunities and increased churn.
Conversion is at an all-time high Lead qualification and nurturing are automated, eliminating pipeline bottlenecks, shortening the sales cycle, and increasing deal closures.
All projects run smoothly Automated workflows, task assignments, and centralized communication keep teams organized and aligned, ensuring deadlines are met.
All teams are well-aligned A shared CRM system stores and organizes all client data, enabling clear visibility and efficient handoffs between teams.
Long-term relationships with clients Up-to-date customer data enables segmentation, personalized communication, and automated follow-ups, driving loyalty and repeat business.
From lead capture to automated workflows and project management, NetHunt CRM empowers marketing agencies to stay organized, deliver results faster, and scale their operations.
Why should marketing agencies care?
For marketing agencies, missing out on sales opportunities not only results in a decrease in revenue but also carries the risk of damaging their reputation.
In the wild world of marketing agencies, where omnichannel sales dominate, leads flood your pipeline from multiple channels — email, website, phone, messenger apps, social media platforms, and offline mediums. To win deals, you need to capture leads quickly, respond promptly to new lead inquiries, and start nurturing them right away.
The best way to do that? Centralize all your lead generation channels and automate lead capture in a single agency crm software.
Collect leads for your agency from various channels and centralise all the data in a single CRM system — segmented, clean, reliable, and easily manageable.
Why does it matter for marketing agencies?
Marketing agencies handle multiple projects and client communications daily. With emails, chats, calls, and files scattered across channels, it’s easy to lose track of crucial details, leading to misaligned expectations and delays in project delivery.
By keeping all customer data — emails, call recordings, files, and partner details — organized in a single marketing agency software, CRM, your team has full visibility. This not only helps deliver projects on time and on point but also creates opportunities for cross-selling, upselling, and building long-term client relationships.
Keep all the data about your customers in a single record. We’ll automatically capture and link all the related information to clients or projects, including:
Emails, chats, call recordings
Vendors & partners involved
Files and documentation
Related Tasks
Manager notes and comments
CUSTOMER STORY
Why should ad agencies care?
Routine tasks like data entry, lead nurturing, follow-ups, and document generation eat up valuable time at marketing agencies. This not only distracts creatives from their core tasks but also leads to errors, delays, and job dissatisfaction. Over time, these inefficiencies can hurt your agency’s performance and revenue.
With a CRM for marketing agencies, you can free your team from repetitive tasks, boosting productivity and shortening the sales cycle.
Increase your agency’s productivity with NetHunt CRM’s Workflows by automating key processes and enabling focus on high-impact tasks.
Automatically assign leads to team members based on criteria
Send timely, personalized follow-ups to prospects
Create and assign tasks based on project milestones
Set deadline reminders to keep projects on track
Automate client check-ins and milestone celebrations
Schedule reminders to reconnect with inactive clients
Why should ad agencies care?
For account managers, building strong client relationships is essential to drive repeat projects, upsells, and loyalty. Managing follow-ups, milestone celebrations, and smooth handoffs can be overwhelming without the right marketing agency tools.
A marketing agency CRM simplifies this process by automating reminders for key dates like birthdays and project milestones, centralizing all client data, and streamlining project and task handoffs. With every interaction logged and easily accessible, account managers can deliver consistent, personalized service that builds lasting client relationships.
Strengthen client relationships with NetHunt CRM by automating key account management tasks and ensuring all client information is at your fingertips.
Standardise the onboarding process for new clients
Automate reminders and tasks for celebrating agency-client milestones and achievements
Streamline assessment calls
Build an advanced tree of linked records to keep track of everything and everyone
Centralise your data and automate data logging for every agency-client interaction
Why should marketing agencies care?
Managing multiple projects and tasks for various clients can be overwhelming. Missed deadlines, poor task coordination, and lack of project visibility can lead to unhappy clients and a damaged reputation. A CRM for marketing agencies is essential to ensure operational efficiency and improve task management, ensuring your team stays on track and delivers projects successfully.
With NetHunt’s agency CRM system, your marketing agency can efficiently manage multiple projects and tasks while improving team collaboration, keeping every campaign on track from start to finish.
Create and assign tasks with clear deadlines and priorities to team members
Automatically pass tasks to another team member once your part is done
Track project progress with statuses ensuring visibility for all stakeholders
Automate reminders for upcoming deadlines to prevent delays
Tasks, files, client communications, and other project details are all stored in one place for easy access
Why should ad agencies care?
Clients expect transparency and regular updates to track campaign performance. Without an agency CRM system, monitoring key metrics — project milestones, ROI, lead conversions, budget, and time allocation — can be manual and error-prone, leading to delays and loss of trust.
A CRM for marketing agencies helps your team effortlessly track data such as time spent on tasks, campaign expenses, client communication, and pipeline performance, giving full control over client reporting and internal operations.
NetHunt CRM delivers performance tracking and reporting with real-time insights, giving your agency full control over client reporting and internal operations:
Monitor lead sources and campaign effectiveness
Attribute revenue to specific team members and campaigns
Understand why prospects didn’t convert
Monitor effectiveness of email campaigns
Integrate with Looker Studio to share real-time client dashboards without giving direct CRM access
Turns Gmail into CRM
Unlock CRM features directly in your Gmail inbox. Manage your pipeline, engage with customers, and analyze performance — all in one place.
Easy to use
NetHunt CRM is designed to keep things simple. Sync your email, invite your team, add customers — you're ready to go in minutes.
Ultra-customizable
Tweak any CRM object to fit your business. Modify fields, pipeline stages, views, and automations to match your unique processes.
Multi-channel hub
NetHunt CRM unites every sales channel you use to ensure you have the entire history of communications to close deals with confidence.
A CRM supports various roles in your agency, helping simplify workflows, boost collaboration, and improve both client and project management for long-term success.
Account managers handle multiple clients and projects, needing full visibility into communication history and project progress. With NetHunt’s agency CRM, they build strong client relationships, track every interaction, and drive more sales through organized, data-driven management.
Sales managers need to track leads, deals, and team performance. Marketing agency CRM allows them to automate lead assignment, monitor pipeline progress, and ensure follow-ups are timely, increasing the chances of closing deals and hitting sales targets.
Project managers oversee timelines, budgets, and resource allocation across campaigns. A CRM centralizes tasks, milestones, and team collaboration, helping them ensure projects stay on track and meet client expectations.
The marketing director needs a clear view of campaign performance, client acquisition costs, and return on investment. A CRM provides real-time data, helping them analyze key metrics, optimize strategies, and make informed decisions that drive growth.
CRM for marketing agency should integrate your favourite tools together to serve as the heart of your business processes.
See all integrations
CRM Essentials
CRM for marketing agency: How to run and grow your business
CRM Essentials
How CRM helps customer retentionA CRM for marketing agencies is designed to meet the unique needs of marketing and creative agencies by centralizing project management, client data, and communication, improving efficiency and collaboration.
The best CRM for marketing agencies is one that supports lead management, project tracking, client communication, and automation. NetHunt CRM offers these features tailored to marketing and digital agencies, helping them achieve business growth in a short time.
CRM pricing varies by provider and features. NetHunt CRM offers flexible plans to match your agency's size and needs. Contact us for pricing details.
Implementation of NetHunt CRM opens up a vast array of opportunities to marketing agencies:
Request a personalized product demo with our product expert
Thank you!
We'll be in touch soon to schedule a time.
Looking forward to helping you explore NetHunt CRM!
Request a personalized product demo with our product expert
Thank you!
We'll be in touch soon to schedule a time.
Looking forward to helping you explore NetHunt CRM!
