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CRM for Marketing Agencies

Power your agency with a CRM designed for success

Efficient data management is essential to the success of your marketing agency. In a highly competitive market, having the right tool can make the difference between success and stagnation.


That’s why specialized CRM software has become a crucial element for modern marketing agencies.


By offering a significant advantage in closing more sales and improving customer relationships, a CRM designed specifically for marketing agencies allows you to optimize your processes, increase your team’s productivity and achieve your business goals more efficiently.


Reinicia is an official Zoho partner, which offers Zoho CRM, an essential tool to optimize your marketing agency’s data management and improve your business. Contact us and we’ll tell you more!

Benefits of a CRM in your Marketing Agency

Efficient data management

You will be able to optimally organize and manage customer information, negotiation follow-up, internal communication and project or campaign execution.

This will allow you to have total control over your data and optimize your marketing strategies.

Client and agency relationship

Thanks to the personalization and tracking capabilities offered by a CRM, you will be able to enhance the interaction with your customers.

This translates into a better customer experience, increased loyalty and, as a result, more sales opportunities and referrals.

Increased productivity

Automate repetitive tasks, optimize workflow and maximize your team’s efficiency.

You will be able to reduce the time spent on administrative tasks and focus on higher value-added activities, which will result in a significant increase in the productivity of your marketing agency.

Follow-up of leads and sales opportunities

A CRM allows you to track every lead and sales opportunity in detail, from the first contact to the closing of the sale.

This will help you identify the most promising leads and focus your efforts on closing business.

Data analysis and performance metrics

You will have access to detailed analysis and real-time performance metrics.

This will allow you to make informed decisions, identify areas for improvement and continuously optimize your marketing strategies.

Team coordination and collaboration

Facilitates communication and collaboration among your team members.

Everyone will have access to the same up-to-date information in real time, which will improve coordination and efficiency in teamwork.

Personalization of communication

You will be able to personalize your communications with each customer based on their interests, preferences and behavior.

This will help you increase the relevance of your messages and improve the customer experience.

Marketing process automation

Automates marketing processes such as emailing, customer segmentation and campaign management.

This will save you time and allow you to reach your target audience more effectively.

Scalability and adaptability

A scalable and adaptable CRM will allow you to grow with your marketing agency.

You will be able to add new functionalities and users according to your needs, without worrying about technical limitations.

At Agencia Reinicia we are experts in CRM for Marketing Agencies, we can help you!

Why choose Zoho CRM for your Marketing Agency?

Discover why Zoho CRM is the ideal choice to boost the growth and efficiency of your marketing agency. Reach your business goals faster and more efficiently.

  1. Tailored to the needs of your marketing agency: Zoho CRM offers features specifically designed for marketing agencies, allowing you to effectively manage your customers, campaigns and projects.
  2. Comprehensive customer management: Centrally organize and manage your customer information, including contacts, accounts, sales opportunities, interaction history and more.
  3. Process automation: Automate repetitive tasks such as email follow-up, task assignment and lead tracking, freeing up time for your team to focus on more value-added activities.
  4. Sales and pipeline tracking: Clearly and easily visualize your sales pipeline, track the progress of your sales opportunities in real time and make informed decisions to drive your agency’s growth.
  5. Integration with marketing tools: Integrate Zoho CRM with marketing tools such as Zoho Campaigns, Mailchimp and Google Ads for a more effective management of your marketing campaigns and a better segmentation of your customers.
  6. Analytics and reporting: Access detailed reports and analytics on campaign performance, sales cycle, team effectiveness and more to make data-driven strategic decisions.
  7. Project management: Use Zoho CRM to effectively manage your marketing projects, assign tasks, track and collaborate with your team in real time.
  8. Customization and flexibility: Customize Zoho CRM according to the specific needs of your marketing agency, creating custom fields, automated workflows and custom views to optimize your workflow.
  9. Integration with other applications: Integrate Zoho CRM with other Zoho applications, such as Zoho Desk, Zoho Books and Zoho Analytics, for complete management of your agency from a single platform.
  10. Support and training: Receive high-quality technical support and access to training resources, including online tutorials, webinars and detailed documentation, to take full advantage of all Zoho CRM features.
Official Zoho Partner
  1. Initial analysis: database
    Data model analysis of prospects, contacts, accounts and proposals
  2. Initial analysis: processes
    Marketing and sales work flow
  3. Redefinition
    Lead and contact database, workflows, automations, scoring and tracking rules.
  4. Zoho CRM License
    Zoho CRM license selection based on needs.
  5. Platform configuration
    Based on company needs and integration with other apps such as GSuite and Office 365.
  6. Training Team
    Use of platform and new workflows adapted to platform.
  7. Start-up and follow-up
    Accompaniment of people and technology.
  8. Continuous improvement
    Existing and new processes, documents and stakeholders.

Why trust Reinicia?

We are Zoho Authorized Partners. We have more than 6 years of experience implementing Zoho apps.

Experienced multidisciplinary team able to make a complete proposal with different tools of the marketing and commercial mix to suit the needs and capabilities of each client.

We have a well-structured work methodology with total transparency towards our clients.

Which Team profiles will accompany you?

Paolo Bergamelli

Full Stack Developer y Consultor Zoho

Se encarga de que nunca falte Taleggio en la agencia. Un maestro reponiendo siempre a tiempo.

Mario Herrero

Consultor Zoho y analista web

El ‘hype’ de nuestros proyectos, integrador de soluciones Zoho y maestro de la automatización.

Te enseñamos el camino inteligente_ para alcanzar tu meta
¡Dinos cómo quieres que nos conozcamos!