The First Fully Customizable All-In-One Digital Marketing CRM & ERP
Unify all manufacturing, shipping and payment processes with marketing, partnership and sales opportunities via a single CRM system.
How Does a Digital Marketing CRM & ERP Enhance Your Process?
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The Ultimate CRM for Lead Management, Campaign Optimization & Client Retention in Digital Marketing
A customizable Digital Marketing CRM that helps you improve engagement, optimize campaigns, and grow your agency’s productivity.
Marketing Automation
Office24by7 Digital Marketing CRM helps agencies plan, execute, and track highly targeted marketing campaigns for themselves. The CRM’s omnichannel integration allows them to capture leads from various sources, including Google Ads, website forms, social media, email marketing, referrals, and other landing pages. It then categorizes leads and sorts them according to industry, engagement history, and campaign responses. You can also use automated email, SMS, and WhatsApp campaigns to nurture prospects, improve conversion rates, and enhance brand visibility. Advanced analytics tracks your campaign performance, helping digital marketers refine marketing strategies for higher ROI.
Pre-Sales Management
The CRM organizes lead management and prioritizes inquiries from businesses based on engagement levels, budget, and service needs. Automatic lead distribution assigns incoming leads through all channels to the most suitable sales reps based on expertise and availability. Integrated communication tools, including email, chat, and cloud telephony, streamline lead nurturing. Assigning tasks like client discussions, negotiation, and sharing proposals can be done inside the CRM. Automated workflows streamline proposal submissions, service level agreements, and client onboarding process, making the pre-sales process seamless and efficient.
Deal Management
The digital marketing CRM enables sales teams to track pipelines, manage deals, and automate contract approvals. Real-time sales tracking helps managers monitor team performance and forecast revenue. Integrated deal tracking ensures a clear view of client requirements, budgets, and service deliverables. Automated reminders for follow-ups, proposal deadlines, and contract renewals keep sales moving smoothly, improving client retention.
Post-Sales Management
Retaining clients is just as important as acquiring them. The CRM centralizes client communications, tracking every interaction, feedback, and request. Automated service ticketing ensures quick resolution of client issues, while follow-up reminders help account managers maintain strong client relationships. Integrated reporting tools help agencies monitor client satisfaction, track post-campaign performance, and improve service efficiency.
Project & Task Management
Office24by7’s CRM helps marketing agencies manage projects efficiently by assigning and tracking tasks across teams. Integrated task and collaboration tools allow marketing strategists, designers, content creators, and SEO specialists to collaborate seamlessly. The digital marketing CRM allows agencies to curate and store client assets in an orderly fashion using the centralized CRM database. This helps to track and assign tasks efficiently amongst your marketers with precision. The CRM provides automated progress tracking, real-time deadline alerts, and centralized access to creative assets and client instructions. This ensures that every campaign runs smoothly and delivers results on time.
Communication & Collaboration Management
The digital marketing CRM from Office24by7 facilitates seamless collaboration between internal and external participants. Internally, marketing, sales, content, and design teams can communicate with each other using built-in email, chat, and task-sharing tools. Automated alerts and reminders keep teams updated on project timelines, campaign approvals, and client feedback. Externally, the CRM enables multi-channel client communication through email, WhatsApp, SMS, voice and video calls. Personalized engagement strategies help agencies maintain strong client relationships while tracking every interaction for a structured, data-driven approach.
Accounts & Billing Management
For digital marketing agencies offering subscription-based services for SEO, SMM, PPC, or any other, the CRM simplifies invoicing, billing cycles, and payment tracking. Automated reminders for renewals reduce churn rates, with integrated omnichannel communications and internal chat allowing for seamless transactions and confirmations between your agency teams and externally with clients. Agencies can track service plans, client retainers, and payment statuses all in one place.
* We are currently finalizing the development of this feature, and it will be rolled out shortly.
Vendor Management
Digital agencies often collaborate with freelancers, influencers, and third-party service providers. The CRM streamlines vendor onboarding, contract approvals, and performance tracking. Agencies can manage influencer collaborations, track media buying budgets, and monitor vendor output in a centralized dashboard. Automated contract renewal reminders ensure smooth partnerships and consistent service quality.
Client Reporting & Performance Reviews
Transparency is key in digital marketing. The Office24by7 CRM automates information flow from various sources like Google Ads, website forms, virtual numbers, and customer CRM, helping to create detailed performance reports for each client. Real-time performance dashboards that showcase campaign progress, engagement metrics, and ROI. Agencies can schedule automated reports to be sent to clients via email or provide live dashboard access for full visibility. These insights help clients understand the value of their marketing spend, fostering long-term business relationships with the agency.
HR Management
Agencies thrive on large pools of talent and efficient teamwork. The CRM streamlines recruitment, onboarding, and team performance tracking. Apart from assigning new tasks, HR managers can monitor project contributions, track KPIs, and assess employee productivity. Feedback tools and automated review cycles help agencies build a motivated and high-performing workforce.
Performance & Reports
Agencies thrive on large pools of talent and efficient teamwork. The CRM streamlines recruitment, onboarding, and team performance tracking. Apart from assigning new tasks, HR managers can monitor project contributions, track KPIs, and assess employee productivity. Feedback tools and automated review cycles help agencies build a motivated and high-performing workforce.
Office24by7 Integrations for Digital Marketing CRM Software
A large library of integrations that are specifically tuned to meet all digital marketing businesses.
Features That Set Office24by7 Digital Marketing CRM Apart
Free CRM Software
Enjoy the best CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.
Omni-channel
Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.
Dashboards
Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.
Archives
Save and access historical data, documents, and communications for future reference.
Integrated Cloud Telephony
Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.
Calendars
Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.
Filters
Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.
Add-ons
Extend the functionality of your CRM by integrating additional features or extensions.
Email Marketing
Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.
Tasks
Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.
Views
Save the filters as views to easily access the data later with a simple click.
Advanced User Privileges
Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.
Quotes & Invoices
Generate customized quotes and invoices for transactions with clients or customers.
Reports
Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.
Lists
Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.
API Integrations
Connect and integrate the CRM with third-party tools, software, and services using APIs.
Why Get a Digital Marketing CRM Software?
Read more about why CRM software is becoming a critical requirement for digital marketing businesses from top-rated resources.
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