You need agency software that makes it easier to make recommendations for your clients, and they want to be able to see the results of their investment with you. We provide you with built-in tools specifically designed to help marketing professionals better run their business and keep their clients happy:
drip email marketing
accounting and payment processing
Add Value to Your Services
You will have the option to privately label the CRM software you are providing to your clients so that they will never know that the software isn’t provided directly by you. We do our best to maintain your brand, and even offer white-labeled support for your customers.
Your clients will appreciate having a single location where they can track their marketing results and work their leads, and their sales staff will love it (and you) too.
Send inbound calls straight to the person assigned to the lead.
When it comes time to show your clients the results of your expertise and hard work you will (finally) have something to show them that is accurate and easy to generate.
Your customers will have all the CRM functionality that you give them (depending on their price point and their needs). Their reports are automatically generated, and available to them at any time. You won’t have to waste any more time aggregating the data and creating the necessary reports, instead you can focus on making recommendations and getting real work done for them.