Use an all-in-one tool CRM with social selling & sales prospecting features
Agencies of various types, whether marketing agencies, advertising agencies, PR agencies, or creative agencies, can benefit from using Upsurge CRM to streamline client management and project execution. Here’s how you can tailor Upsurge CRM for agency operations:
Utilize Upsurge CRM to manage client contacts, communication history, and project details.
Organize project details, timelines, tasks, and milestones within Upsurge CRM for efficient project management.
Log interactions, calls, emails, meetings, and updates with clients in Upsurge CRM.
Set reminders for project milestones, deadlines, client communications, and important tasks.
Store project-related documents, contracts, proposals, creative assets, and agreements securely within Upsurge CRM.
Track project fees, generate invoices, and monitor payment statuses in Upsurge CRM.
Utilize Upsurge CRM’s reporting features to track project performance, campaign effectiveness, and key metrics.
Collaborate with team members, clients, and collaborators within Upsurge CRM to streamline project execution.
Maintain relationships with clients and partners in Upsurge CRM, encouraging referrals and collaborations.
Segment clients based on industries, project types, or services for personalized communication.
Store and manage project proposals, scope of work documents, and agreements in Upsurge CRM.
Manage resource allocation, team assignments, and project timelines within Upsurge CRM.
Remember, while Upsurge CRM‘s features might not be tailored specifically for agencies, you can customize them to match your agency’s unique workflows, project management needs, and client relationship management.
For the most current information on features or capabilities that can specifically support agencies, I recommend visiting the official Upsurge CRM website or contacting their support for accurate and up-to-date details.
You can customize it to whatever you do and however many businesses you have. Sign up for a free trial with Upsurge CRM.
