CRM for Agencies: What to Look For and How to Choose
Mar 24, 2026
Generic CRMs aren't built for agencies. Learn what makes an agency CRM different, how to evaluate your options, and how to choose a tool that connects clients, projects, and invoic...
14 posts tagged with Crm
Generic CRMs aren't built for agencies. Learn what makes an agency CRM different, how to evaluate your options, and how to choose a tool that connects clients, projects, and invoic...
Compare HubSpot vs Corcava focusing on simplicity, unified pricing (vs HubSpot's upsell model), integrated time tracking, and project management. Complete analysis of total cost of...
Set up form submissions to auto-create leads and deals with assigned reps. Learn how to configure form-to-CRM automation, lead routing rules, and deal stage progression for marketi...
Build and measure campaigns from lead → deal → project. Learn how to create effective outreach sequences using Corcava's CRM and tracking features, including email templates, follo...
Unify outreach, content delivery, and reporting in one workspace. Learn how marketing agencies can manage outreach sequences, build landing pages, track campaigns, and automate cli...
Complete step-by-step guide to migrating from Pipedrive to Corcava. Includes CSV export instructions, field mapping templates, deduplication strategies, and data validation checkli...
Learn how to calculate true outreach ROI by pairing time tracking with CRM data. Get practical models to show cost per lead, revenue per channel, and sales rep comparisons. Include...
Master Gmail campaign integration with your CRM through proper OAuth setup, calendar synchronization, and email deliverability best practices. Learn how to send email campaigns fro...
Discover Corcava's comprehensive features including time tracking, CRM, HRM, project management, task tracking, and integrated team communication for streamlined business operation...
Discover how a personal CRM helps one person manage relationships, track interactions, and stay connected with a simple, organized workflow.