Higher quality leads, more sales, and a bigger customer base are what all agencies are looking for. In fact, it’s safe to say that all mid-to-large size WordPress agencies are striving to grow their businesses and remain successful. However, if that’s what you want for your company, you’re going to have to take control and get organized.

And, it just so happens that a content relationship management (CRM) software is just the way to streamline your agency and succeed.

Did you know that CRMs are the largest of all software markets?

Well, according to research performed by Gartner, they are.  And the reason is, they offer businesses of all sizes a way to stay competitive.

When it comes to choosing a CRM, every agency will have their own needs. That’s why today we’re going to take a look at some of the best CRM solutions in the market for mid-to-large size WordPress agencies so you can make an informed decision.

1. Salesforce

Salesforce is perhaps the most widely-known (and used) CRM for agencies of all sizes. It combines everything you need to market your brand and increase sales into one convenient software package.

For example, find separate systems within the software for things like marketing, analytics, service, and the community cloud. Plus, take advantage of things like automation, customer contact and interaction tracking, and sales data so you can stay ahead of the competition and keep your team productive at all times.

Other features include:

  • Task and activity management
  • Partner relationship management
  • Desktop integration
  • Email marketing automation
  • Marketing ROI analytics
  • Call center features such as call recording
  • Customer service portal
  • Forecasting and reporting
  • Social collaboration
  • Mobile user support

Price: Essentials Plan ($25/user/month), Lighting Professional Plan ($75/user/month), Lighting Enterprise ($150/user/month), and Lighting Unlimited ($300/user/month)

2. Pipedrive

Pipedrive is a sales management tool that helps agencies manage the sales process after collecting highly qualified leads. Though it’s a simpler platform than some of the other big hitters in the market, that doesn’t mean it lacks in features.

For instance, it allows you to automate repetitive tasks so you can save time and stay productive. In addition, it’s a cloud-based solution, meaning you and your team can access your CRM data anywhere using web browsers or mobile apps. It also gives you the ability to track sales progress, activities and goals, and reportable tasks.

Other features include:

  • Third-party email and tool integrations
  • Reminder emails and mobile alerts
  • Drag and drop task assignments
  • Data analyzations and forecasting
  • Web form creation
  • Multilingual capabilities
  • Full encryption to ensure data security

Price: Silver Plan ($12.50/user/month), Gold Plan ($24.20/user/month), and Platinum Plan ($49.17/user/month)

3. HubSpot CRM


HubSpot CRM is a free CRM that’s designed to help you organize, track, and nurture all leads and customers so you can boost sales and retain more long-term clients. It also helps streamline the sales pipeline so you and your team can guide people through the sales funnel without missing a beat.

With this CRM, you can take advantage of the intuitive dashboard to access all contacts and their personal information. Plus, this software gives agencies just starting out an easy way to get used to using a CRM to manage their marketing efforts without overwhelming them with complex features.

Other features include:

  • Automated and personalized email sequences
  • Integration with popular third-party apps
  • Visual view of your sales funnel
  • Automatic customer communication logging
  • Live chat, team email, universal inboxes, and chat bot functionality
  • Real-time notifications
  • Phone calls within the CRM
  • Email templates

Price: FREE

4. Zoho CRM


Zoho CRM comes as a cloud-based suite of software to help you run your WordPress agency with ease. It’s main goal is to give you the tools needed to market your brand to a broader audience, organize leads and contacts, and offer customer support to those interested in what you have to offer.

Plus, you can collect detailed reports for making data-driven decisions, access your CRM on-the-go using a mobile app, and even implement an AI voice assistant to help you forecast trends.

Other features include:

  • Social media lead capturing
  • Prospective client segmentation
  • Built-in live chat system
  • IT management for monitoring websites and support tickets
  • Team collaboration tools
  • Built-in security measures
  • Telephone support
  • Real-time customer notifications
  • Automated sales process
  • Lead scoring
  • Distinct portals for customers, vendors, and partners
  • Third-party app integrations

Price: Free for up to 3 users, then Standard Plan ($12/user/month), Professional Plan ($20/user/month), Enterprise Plan ($35/user/month), and Ultimate Edition Plan ($100/user/month)

5. Freshsales


Freshsales is one of the most robust CRM solutions around and is perfect for mid-to-large size WordPress agencies. You can find better leads by tracking buying signals and behavior, monitor the sales funnel to make sure there are no missed opportunities, and send automated emails to keep the conversation going.

Plus, you can make one-click phone calls from within the CRM without any additional costs, which makes connecting with leads and current customers easy.

Other features include:

  • Complete customer profiles
  • Sales team grouping and automated team assignments
  • Mobile app integration
  • Visual sales pipeline with drag and drop navigation
  • Lead scoring
  • Customizable visual reports
  • Automatic profile enrichment
  • Start to finish time tracking

Price: Free Forever Startup Plan, Blossom Plan ($12/user/month), Garden Plan ($25/user/month), Estate Plan ($49/user/month), Forest Plan ($79/user/month)

And there you have it! Some of the best CRM solutions in the market for your growing mid-to-large size WordPress agency.

If you’re just starting out with a CRM solution, you might want to check out Pipedrive or HubSpot CRM so you can get a handle on how you want to organize your agency’s marketing and sales processes. They both provide just enough features for you to streamline marketing, collecting contact information, and the sales funnel without bogging you and your team down with too many features.

For a more robust solution, Salesforce or Freshsales is the way to go. They allow you to capture leads from a variety of places and manage customer relations in an efficient way that will help boost your sales. Using their built-in lead scoring, mobile apps, and team segmentation, you can target those that are likely to buy from anywhere at anytime, and get your team on board right away.

Lastly, if you’re looking for a more middle of the road CRM solution for your WordPress agency, and want to make sure you can focus on customer support, Zoho CRM is the best option for you. IT support, multichannel management, and built-in security measures help free up your time to nurture leads and customer relationships so your agency continues to grow like you want it to.

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