Close More Retainer Clients: Upsurge CRM for Agencies

Use an all-in-one tool CRM with social selling & sales prospecting features

Introducing Upsurge CRM for Agencies

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:

Client Relationship Management

Utilize Upsurge CRM to manage client contacts, communication history, and project details.

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Project Tracking

Organize project details, timelines, tasks, and milestones within Upsurge CRM for efficient project management.

Communication History

Log interactions, calls, emails, meetings, and updates with clients in Upsurge CRM.

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Task and Deadline Management

Set reminders for project milestones, deadlines, client communications, and important tasks.

Document Storage

Store project-related documents, contracts, proposals, creative assets, and agreements securely within Upsurge CRM.

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Billing and Invoicing

Track project fees, generate invoices, and monitor payment statuses in Upsurge CRM.

Performance Analytics

Utilize Upsurge CRM’s reporting features to track project performance, campaign effectiveness, and key metrics.

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Team Collaboration

Collaborate with team members, clients, and collaborators within Upsurge CRM to streamline project execution.

Networking and Referrals

Maintain relationships with clients and partners in Upsurge CRM, encouraging referrals and collaborations.

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Segment clients based on industries, project types, or services for personalized communication.

Proposal Management

Store and manage project proposals, scope of work documents, and agreements in Upsurge CRM.

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Resource Allocation

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.

Social Selling CRM For B2B Companies​

You can customize it to whatever you do and however many businesses you have. Sign up for a free trial with Upsurge CRM.

Trusted by 100+ enterprises to run their entire CRM tool for agencies

Jessica Turner Marketing Manager

UpsurgeCRM has greatly improved our agency's client management. It helps us stay organized, streamline communication, and track project progress effectively.

Alex Mitchell Creative Director

As an agency, client relationships are vital. UpsurgeCRM has made it easier to nurture those relationships. It's user-friendly and offers great insights into client interactions.

Ready to try Upsurge CRM for Agencies?

Sign up for a free trial with Upsurge CRM.