What Is an Agency CRM?
An agency CRM is a customer-management system used in an agency context, often requiring separation between client accounts, repeatable workflows and broader marketing operations.
CRM basics
At its core, CRM software organizes contacts, opportunities and customer interactions. Agency implementations add the challenge of operating across multiple clients or brands.
Why sub-accounts matter
Separate client environments can simplify permissions, data organization and standardized onboarding. This becomes increasingly important as client count grows.
Automation layer
Modern agency systems often connect CRM records to lead follow up, appointments, email/SMS sequences, pipelines and reporting.
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