Turn Leads into Retainer Clients with Upsurge CRM for Digital Marketing Agencies

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

Introducing Upsurge CRM for Digital Marketing Agencies

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:

Client Relationship Management

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

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Campaign Tracking

Organize campaign details, timelines, tasks, and performance metrics within Upsurge CRM.

Communication History

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

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Task and Deadline Management

Set reminders for campaign milestones, deadlines, and client communications.

Document Storage

Store campaign-related documents, contracts, proposals, creative assets, and reports securely within Upsurge CRM.

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Billing and Invoicing

Track billing for campaigns, generate invoices, and monitor payment statuses in Upsurge CRM.

Performance Analytics

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

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Content Planning

Manage content calendars, social media schedules, and content distribution plans within Upsurge CRM.

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, campaign types, or service packages for personalized communication.

Online Collaboration

Collaborate with clients, team members, and partners within Upsurge CRM to streamline campaign execution.

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Proposal Management

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.

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 digital marketing agency

Laura Davis Digital Marketing Manager

UpsurgeCRM has become the backbone of our digital marketing agency. It centralizes client communication, project management, and reporting, making us more efficient and client-focused.

Alex Smith SEO Specialist

I'm impressed by how UpsurgeCRM enhances our digital marketing efforts. It streamlines campaign tracking, client collaboration, and helps us deliver outstanding results.

Ready to try Upsurge CRM for Digital Marketing Agencies?

Sign up for a free trial with Upsurge CRM.