CRM for Marketing Agencies: Managing projects and clients together
To manage a marketing agency, the ideal CRM should not only control sales but integrate with project management. Tools like Jestor, HubSpot, ClickUp, and Monday.com are the most recommended, as they allow a "closed deal" to automatically become a "task for the creative team."
The gap between Sales and Creative
The biggest problem for agencies is the handover. The salesperson promises the world in the CRM (Pipedrive/Salesforce), closes the contract, and... the information dies there. The creative team receives a vague email, and the project starts late and with the wrong scope.
Agencies need a unified flow: Sale → Onboarding → Project → Billing.
What to look for in an Agency CRM
- Native Integration: The signed contract must create the project on the team's board.
- Retainer Management: Control of recurring contracts (Monthly Fee), not just one-off sales.
- Client Portal: Where the client approves assets and views reports.
Why Jestor is the Agency OS
Jestor replaces the patchwork of tools (CRM + Trello + Finance Spreadsheet). In it, the client is a single record.
Flow in Jestor:
- Sale: Sales closes the Monthly Fee.
- Automation: The system creates the project, notifies Account Management, and generates the 12 installments in Finance.
- Operation: The creative team receives the exact briefing that was in the CRM.
- Result: Less noise, faster delivery, and happier clients.
Frequently Asked Questions (FAQ)
Is HubSpot good for project management? It is excellent for sales (CRM), but weak for managing designer tasks. It usually requires integration with another tool.
How to track team hours (Timesheet)? InJestor, you can add a "Timer" field to tasks to know how much time each client consumes from the agency.
Does CRM help retain clients? Yes. With centralized data, you know who is close to canceling (Churn) before it happens.
Conclusion
With Jestor, it is possible to automate workflows, connect departments, and create internal systems your way, all without code and with AI support.
Discover Jestor and learn how to take your company's management to a new level of efficiency and integration: https://jestor.com/