Why use a CRM for your marketing agencies?
In marketing agencies client relationship management and project tracking are key to performance. However, many agencies still juggle between Excel sheets and various tools to organize campaigns, manage leads, and communicate with clients. These methods quickly show their limitations: information becomes scattered, follow-ups lack precision, which makes it challenging to get a comprehensive view of each project.
The result? Wasted time, risk of errors, and sometimes a lack of transparency with clients.
A CRM (Customer Relationship Management) designed for marketing agencies centralizes and organizes all client information, manages ongoing projects, and tracks every interaction in a structured way. You gain efficiency, consistency, and can provide a seamless client experience. With a suitable CRM, you transform lead and campaign management while strengthening client loyalty.

Essential features for a marketing agency
- Project and Campaign Tracking: A CRM for marketing agencies allows you to manage each campaign or project by integrating key information like briefs, deadlines, and KPIs. This provides a real-time overview essential for adjusting actions based on results and improving internal collaboration.
- Contact Management and Client Segmentation: Your clients and prospects vary, from new brands to established companies. A CRM enables easy segmentation of contacts based on industry, status, or needs, which allows for more personalized follow-up actions.
- Automated Reporting and Reminders: Campaign performance and lead tracking require precise analysis and regular reports. A CRM allows you to schedule automatic reports and send reminders for essential follow-up points. This also ensures greater transparency with your clients and efficiency within your team.
- Time Tracking and Project Profitability: In marketing, it’s crucial to measure time investment on each campaign to determine project profitability. With a CRM, you can track hours spent per client and assess the efficiency and profitability of your actions.
Set Up Your CRM in Less Than a Day, for Free with NextLead
With NextLead, setting up your CRM is easy, quick, and entirely free, even for small teams.
In just a few steps, create an account, choose “marketing agency” as your industry, and access a configuration tailored to your needs.
NextLead enables your team to centralize all campaign details, easily track performance, and automate reminders and reporting, all while ensuring the security of your client data. Our flexible pricing allows agencies to pay only for actual usage, with the option to add users at no additional cost.
We’re Here to Help
The NextLead team is here to make your CRM a true asset.
With our paid plan, you benefit from personalized support to configure your CRM, therefore ensuring optimal ROI and performance tracking suited to your industry. Contact us for tailored assistance and a free demo !
