Use an all-in-one tool CRM with social selling & sales prospecting features
Digital marketing agencies help businesses enhance their online presence and reach their target audience. Upsurge CRM can be tailored to help manage client relationships, campaigns, and reporting in the context of a digital marketing agency. Here’s how you can adapt Upsurge CRM for a digital marketing agency:
Utilize Upsurge CRM to manage client contacts, communication history, and project details.
Organize campaign details, timelines, tasks, and performance metrics within Upsurge CRM.
Log interactions, calls, emails, meetings, and campaign updates with clients in Upsurge CRM.
Set reminders for campaign milestones, deadlines, and client communications.
Store campaign-related documents, contracts, proposals, creative assets, and reports securely within Upsurge CRM.
Track billing for campaigns, generate invoices, and monitor payment statuses in Upsurge CRM.
Utilize Upsurge CRM’s reporting features to track campaign performance, ROI, and key metrics.
Manage content calendars, social media schedules, and content distribution plans within Upsurge CRM.
Maintain relationships with clients and partners in Upsurge CRM, encouraging referrals and collaborations.
Segment clients based on industries, campaign types, or service packages for personalized communication.
Collaborate with clients, team members, and partners within Upsurge CRM to streamline campaign execution.
Store and manage campaign proposals, scope of work documents, and agreements in Upsurge CRM.
Remember, while Upsurge CRM’s features might not be specifically tailored for digital marketing agencies, you can customize them to match your agency’s workflows and client management needs.
For the most current information on features or capabilities that can specifically support digital marketing 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.
Sign up for a free trial with Upsurge CRM.
