Agility CRM empowers advertising and marketing agencies to address the complete lifecycle of campaigns. The platform provides integration of all clients with marketing campaigns, tasks, activities, employees, timesheets, expenses, invoices, payments, documents, and; five different billing methods all integrated on a single platform for efficient project, accounting, financial, and resource management.
Agility CRM system streamlines customer relations and boosts engagement with their clients for advertising and media agencies enabling them to improve communication with existing customers, acquire new customers, increase sales, manage projects and project finances, and effectively monitor business performance by streamlining key business processes.
Agility CRM creates value for advertising and marketing agencies
Agility CRM platform empowers agencies to generate new leads and business opportunities, qualify leads, manage pipeline and staff availability, customer projects tasks to help you stay ahead in the game. Allowing agencies to organize all customer data in one place, the Agility CRM platform gives you a holistic view of all your engagements with each of your customers. Increasing revenue and avoiding losing new deals due to pipeline unawareness, while providing existing customer service go hand-in-hand with our new kind of CRM.
Agencies will be able to track project tasks in real-time and gain full visibility across the project lifecycle with well-coordinated and result-driven team collaboration to get things done on time and deliver the service on time and within budget.
Agility CRM keeps track of employee activity and captures the accurate time with alert reminders when you’re running low on time that can be configured to show your team how much time they should expect to work each day, while also reminding them when they’re running into crunch times.
Integrated client communication and calendaring helps to save extra bucks to avoid using any 3rd party tool/ platform while keeping all your communication details integrated and linked to existing customers and future leads/prospects at every stage of deal qualification.
You can build long-term relationships with existing clients and get repeat business with better decision-making capabilities.
Challenges addressed by Agility CRM for Advertising and marketing agencies
- Stand out and beat the increased competition from other agencies by offering a superior client experience.
- Provide accurate budget for client servicing with complete visibility to them.
- Reduce client churn arising from pricing to competition
- Increase operational efficiency by leveraging inbuilt features for resource timesheet, and attendance management.
- Increase focus on the execution of projects, tasks, and activities and their status
The Toolbox for Advertising and Media Agencies
- Project Management
- Client Servicing
- Employee Timesheet
- Quickbooks invoicing
- Resource utilization
- Estimate Management
- Time & Expense
- Client Management
- Billing & Forecasting and more