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Best simple CRM for agencies

Stay organized, bring all your contact details to one place and collaborate with your team, preferably on the go. The best simple CRM system built for agencies.

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features

Why agencies choose OnePageCRM

follow up reminders
Bullet-proof follow-up
Use our bullet-proof follow-up system to add reminders with due dates to your contacts and sort them by urgency.
simple crm
Simplicity & zero admin
Prioritize tasks, tune down the noise, and automate workflows with our straight-forward features and clutter-free interface.
task management
Proactive sales
Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.
CRM for Agencies play

OnePageCRM for agencies

Have a look at how OnePageCRM helps you grow your agency and simplifies follow-ups.
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Running an agency with OnePageCRM

Let’s admit it, day-to-day work at creative agencies can be hectic. Several projects to manage at a time, multiple clients to keep updated and a team to keep on the same page with dynamic and constant updates. Here's why OnePageCRM works so well for agencies of different sizes.
Quick onboarding

Set up your CRM in a few minutes

When implementing a new CRM, the last thing an agency needs is to waste time (and resources) on lengthy onboarding. With OnePageCRM, onboarding can be done in exactly 3 steps.

1. Import your contacts with a click,
2. Set Next Actions with due dates,
3. Start from the contact on top of your Action Stream and get closing.
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easy crm setup
best crm support
top customer support

Get support with any CRM-related questions

Our customer success team always goes the extra thousand miles when it comes to supporting our customers. We call where others would email. We jump on a webinar where others would send a link to a help article.

In other words, whatever issue your agency faces, our CRM support team is there to help.
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team collaboration

Keep team always in sync

Multiple clients, multiple projects. It’s often hard to ensure people across the agency are up-to-date with the deal’s or contact’s status.

With OnePageCRM, all the relevant contact details, including status updates, relevant calls and notes and associated deals, are kept on one scrollable contact page. No duplicated documents, no lost communication. And leaving a note with a handy @mention allows you to instantly notify a team member of an update.
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user permissions

The best CRM for your team

  • email

    Shared inbox

  • Client Profile

    Tasks, notes and reminders

    Leave notes for anyone on your team about changes to a contact and easily assign tasks or deals to your colleagues.

  • Saved Actions

    Tasks, notes and reminders

    Monitor KPIs, keep an eye on the sales pipeline, identify bottlenecks—everything you need to track your team’s progress.

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best crm for teams

What agencies say about OnePageCRM

mass email communication
powerful email sync

Level up your email communication

Most agency communication and work go through email. Be it sending cold emails to leads, following up with prospects, or building relationships with clients.

In OnePageCRM, you can send emails straight from the CRM, create and use custom templates and send emails in bulk. No more hopping between the tabs or trying to pick up the thread of conversation on a project — it’s all logged in.
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CRM automation

Automate repetitive tasks

Repetitive tasks are tedious. They take time. Wouldn’t you rather spend it on getting new clients, delivering projects or brainstorming with your team?

OnePageCRM allows you to build deals and send sales quotes in seconds, automate your sales process with Saved Actions and add social data to your contacts in a click.
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presaved tasks
mobile crm
mobile crm

Continue building connections on the go

How often in your agency’s day-to-day do you need to pop over to a (potential) client for a pitch, negotiation or a presentation?

OnePageCRM offers native iOS and Android mobile apps, so you can keep your top contacts on Speed Dial, get to your meeting faster with integrated Maps, log calls and add quick notes before you forget them and update your agency’s team on the go.
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Connect OnePageCRM to your favorite apps

Whatever tools you need in a CRM for your agency’s success, OnePageCRM brings them all together.
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OnePageCRM is the top-rated CRM for agencies

Success Local is a leading provider of web and digital marketing services within their local area.

It was created to help and support local businesses that don't have the time or knowledge to better understand how a website and digital marketing can improve their local presence, lead generation, and performance.

“I realized quite early on that you can get easily distracted by shiny CRMs with lots of features. But they will take you down the wrong path. Finding OnePageCRM really helped us anchor our business.”

Paul Trilk

Managing Director at Success Local

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Key features of the best agency CRM

crm with tasks and reminders
Follow-up reminders
Actively manage relationships with clients and stay focused.
contact profile
Simple interface
We keep it simple. No need to pay for hundreds of features you’ll never need.
mobile crm
Multiple mobile apps
Use OnePageCRM’s mobile apps to run your small business on the go.
customer support
Top customer support
We are here to support your business growth and help you make the most of your CRM.
free trial
21-day free trial
No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.
crm integrations
CRM integrations
Connect OnePageCRM with your favorite apps to boost your sales and grow faster.
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The agency CRM you’ve been looking for

The CRM that is built with small businesses in mind. It makes your follow-up process easy, helps you generate sales, and build long-term relationships. Simple and action-focused.
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No credit card required • 21-day free trial
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FAQ on Agency CRM

  • Why agencies need a CRM?

    The best CRM allows your agency to focus on a task at hand, build trust with your customers with consistent follow-ups and, ultimately, boost your sales (let’s be honest, at the end of the day, that’s what you need).

  • Why agencies choose OnePageCRM?

    OnePageCRM is the only CRM focused on taking sales actions rather than maintaining a ‘dead’ database. The moment you complete a sales action (make a phone call, send a proposal, schedule a meeting, etc.), we push you to set the next one. This unique Next Action system ensures you always follow-up and never drop the ball.

  • What CRM integrations do you have for agencies?

    We integrate with Mailchimp, Wufoo, Xero, QuickBooks, Gmail, Outlook, Zapier, and many more. Our free browser extension allows to capture contact details in a click from any web page and auto-fill your CRM with new contacts.
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