10 Best Digital Marketing CRM for Marketers & Agencies

10 Best Digital Marketing CRM for Marketers & Agencies-feature image
February 24, 2023 8 Min read

CRM or Customer Relationship Management refers to a set of tools that help manage a company’s relationship with its potential clients and improve the interaction between the parties.

With a CRM system in function, communication is not limited to customers but extends to service managers, colleagues, and suppliers, further enhancing sales management and productivity in a company.

Due to their functionalities, CRMs are crucial for digital marketing campaigns. In this blog, we discuss digital marketing CRMs to help you decide which one best suit the digital marketing needs of your business.

Importance of Digital Marketing CRM

As the number of users with access to digital platforms via smartphones and other devices has grown, so has the demand for digital marketing CRM. CRM is a principal tool for digital marketing and is vital to e-commerce businesses.

With digitalization, businesses in other sectors also find it essential to expand their reach via CRM software for digital marketing and build long-lasting relationships with customers.

A CRM for digital marketing agency can reduce the manual work of staff members and help decrease unnecessary expenditure by targeting only relevant audiences. Digital marketing CRM enables businesses to gather feedback from users and understand their satisfaction levels to drive improvements.

Benefits of Digital Marketing CRM

Digital marketing CRM tools have the following benefits.

  • It reduces manual entries and saves time.
  • It helps maintain a customer database. It collects all data from pages and websites that customers visit to understand their interests.
  • It helps the company look for any potential client leads and target them easily.
  • It helps in SEO improvement by helping businesses understand what answers customers need, enabling them to display them on their website.
  • It eases the process of sharing files and reports amongst company employees.
  • It enables faster creation and tracking of digital campaigns.
  • The reporting tools help in the generation of more sales.

The Role of CRM in Digital Marketing

Digital marketing agency CRM helps gather data on potential customers according to factors like their age, gender, cities, and previous purchases. This allows a company to target only clients that might be interested in the service and hence saves resources like time and effort, contributing to the efficiency of the marketing campaign.

Collecting data about the audience while they surf through the Internet lets us know about the services that they are interested in so they can be later shown related ads to drive sales.

10 Best CRM for Digital Marketers & Agencies

Here are the best digital marketing CRM tools:

  • HubSpot

Best For: Ad management & lead generation


HubSpot CRM is an easy-to-use platform for small to mid-sized businesses that helps them with contact, deal, and task management. It has the option to use email templates for quickly building campaigns.

The digital agency CRM provides email tracking and engagement alerts to keep you up to date with customer activities. Other features like live chat and meeting scheduling are also available.

Pros of HubSpot

  • Ease of use
  • Gmail & Outlook integration
  • Live chat & chatbot builder

Cons: ABM functionality could be improved

Pricing: HubSpot CRM is free for up to 1,000,000 contacts. Pricing for paid plans is available on request at techjockey.com

  • Zoho

Best For: Lead & Customer data management

Zoho CRM is a fully compliant and customizable solution that focuses on customer engagement and lead conversion. It has several marketing automation tools to help digital marketers run effective campaigns.

You can segment customers based on lead source, region, and other parameters to tailor these campaigns. The CRM automatically captures all data from forms and helps in being up to date with every lead interaction.

Pros of Zoho

  • Minimal learning curve
  • iOS & Android apps
  • Support for 28+ languages
  • Migration Wizard for easy data import from other CRMs/ spreadsheets

Cons: Customizing can get confusing

Pricing: The digital agency CRM offers a 15-day free trial. It has a free plan for up to 3 users. Annual paid plans start at INR 800/user/month. Recently, a pipeline centric CRM, Bigin, has been introduced for small businesses at INR 400/user/month.

  • SugarCRM

Best For: Account management


SugarCRM platform enables users to manage online conversations with leads and customers in industries like telecom, manufacturing, insurance, etc. You can use conversion forms, landing page templates, and other available resources for creating marketing campaigns.

You can rate the leads before assigning them to relevant agents. It allows automation of workflows and has great reporting and integration capabilities.

Pros of SugarCRM

  • Drag and drop UI 
  • Automated insights & real time alerts
  • Multi-lingual support

Cons: Requires proper training for set up

Pricing: It offers a free trial before purchase. Pricing starts at INR 3906.42/user/month when billed annually for at least three users.

  • ActiveCampaign

Best For: personalized campaign/ email designing

ActiveCampaign (AC) sales CRM automates contact management and leads nurturing. You can track visitors to view their visited webpages and other actions. Based on their interaction, you can score their deals. It uses machine learning (ML) to generate the percentage probability of winning a deal.


  • Easy import/ setup
  • Mobile CRM
  • Shopify, Salesforce & other 850+ integrations
  • Free training & migration support

Cons: Automation can get slow

Pricing: It offers a 14-day free trial with up to 100 contacts. Pricing starts at INR 674.80 per month when paid annually.

  • Agile CRM

Best For: Email tracking & marketing


Agile CRM for digital marketing agency helps it in handling sales, marketing, and service functionalities. You can customize the dashboard, launch campaigns, and qualify leads on the platform.

You can also perform customer engagement activities like creating autoresponders and sending newsletters easily. It provides reports on sales calls, new leads, conversions, etc.


  • Integration with third-party plugins like Facebook & Twitter
  • Sync with Google Apps like Gmail
  • User-friendly interface

Cons: Help & tutorial material could be improved

Pricing: It has a free plan for up to 10 users. Pricing starts at INR 673.84/user/ month on a 2-year subscription.

  • Mailchimp

Best For: Marketing automation

Mailchimp marketing CRM uses an audience dashboard with pre-built and custom segments to help digital marketers get a 360-degree understanding of their audience.

It provides reports on revenue, engagement, and growth to help you understand the common patterns. You can use these insights to create targeted campaigns and track them on summary dashboards.


  • 250+ app integrations, including Google Analytics and WordPress
  • 24/7 support
  • Mobile app

Cons: Lacks in-depth reports

Pricing: It offers a monthly free plan for up to 2000 contacts. Paid plans start at INR 770 per month.

  • Insightly

Best For: Task management


Insightly CRM centralizes customer data and helps in the conversion of deals to projects by building customer relationships. This CRM software for digital marketing is highly customizable, and you can create personalized campaigns based on the available data and reports.

The platform helps in tracking the most relevant leads and automatically routes them to the right agents for quick follow-ups.


  • 256-bit AES encryption
  • Automatic duplicate lead detection
  • Integration with G-Suite, Microsoft Office 365, Slack, etc.
  • Android & iOS mobile apps

Cons: Could add more sales functions

Pricing: It has a free plan for two users. Pricing starts at INR 2,174.97/user/month when billed yearly.

  • Creatio

Best For: Split testing

Creatio CRM software for digital marketing helps marketers understand customer preferences by providing all round knowledge of the customers. You can manage and analyze omnichannel marketing campaigns of different types. It also has productivity tools to help you manage your meetings and other essential tasks.


  • Analytics & forecasting
  • Bulk campaigns in a few clicks
  • AI for segmentation and lead management

Cons: Documentation for available features could be improved

Pricing: It offers a 14-day free trial. It has both cloud and on-site deployment options. Pricing varies according to active contacts and marketing users.

  • Intercom

Best For: Contact management


Intercom focuses on conversational marketing and engagement. You can track, filter, and segment customers to send targeted chats, emails, push messages, and more.

You can also use no-code custom bots for collecting data and growing the lead pipeline. The bot can also resolve customer issues via machine learning when you are offline and save time.


  • Live chat
  • Integration with Google Meet, Slack, Zapier, Stripe, etc.
  • Tutorials/ articles

Cons: Salesforce integration could be better

Pricing: You can get a demo of this CRM software for digital marketing. Annual pricing starts at INR 4877.69/ month for early-stage companies.

  • Nutshell

Best For: Pipeline management

Nutshell CRM is a sales and marketing platform that enables marketers to target relevant audiences based on customer data and send bulk marketing emails. The data is synced with your email and calendar. You can handle sales pipelines, get shareable sales reports, and track sales goals.


  • Easy setup
  • iOS and Android apps
  • Free migration assistance
  • Integrations with MS Office 365, Gmail, Slack, QuickBooks, etc.

Cons: Some features are not available on the mobile app.

Pricing: This best sales CRM software for digital marketing offers a 14-day free trial. Pricing of this digital marketing agency CRM starts at INR 1426.05/ user/ month.


There are several CRMs that are integrated with marketing automation and other best CRM tools so that digital marketers can improve product awareness and lead conversion rates.

This blog covered the most popular CRM solutions that are highly liked by marketing agencies and other such businesses. It is a good idea to take free trials or demos of several CRM solutions before purchasing one.

Written by Ayushee Sharma

Ayushee is currently pursuing MBA Business Analytics from SCMHRD, Pune with a strong background in Electronics and Communication Engineering from IGDTUW. She has 2 plus years of full-time work experience as an SEO content writer and a Technology Journalist with a keen interest the amalgamation of business and... Read more

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