Why digital marketing agencies need a specialized CRM
In digital marketing, success depends on visibility, organization, and consistent client communication. Yet, most agencies face challenges such as:
Losing track of leads and campaign progress
Managing multiple client accounts with minimal visibility
Missing follow-ups or reporting deadlines
Using disconnected tools for communication, analytics, and project tracking
High costs of enterprise CRMs not built for agencies
What agencies need is a lightweight, affordable CRM built for marketing operations — and that’s exactly what Bigin delivers.
Where Bigin makes a difference
Bigin is purpose-built for small and growing agencies that need a smarter way to manage clients, campaigns, and performance — all from one central place.
Centralized client and campaign management
Keep all your clients, campaigns, and communications organized. From onboarding to reporting, Bigin ensures nothing falls through the cracks.
Customizable pipelines for every service
In a digital marketing agency, every team works differently — from SEO to paid ads, design, and client servicing. With Bigin, you can create distinct pipelines for each customer-facing team to manage their unique workflows efficiently.
Create multiple pipelines for every vertical — SEO, social media marketing, PPC, branding, influencer management, and more.
Set up sub-pipelines within each main pipeline to manage specific operations such as campaign execution, reporting, or content approval.
Customize every stage to reflect your agency’s actual process, from lead generation and proposal to delivery and retention.
Stay organized with Bigin’s Email-in feature
With Bigin’s Email-in capability, all emails sent to your team’s shared email alias (like marketing@youragency.com or clients@youragency.com) are automatically converted into records inside the relevant pipeline.
No more manual forwarding, searching, or tagging — client conversations are automatically logged, ensuring nothing slips through the cracks. This helps your teams manage client communication directly within their pipeline view, keeping context intact and collaboration seamless.
Whether you’re tracking an SEO lead or managing a multi-channel campaign, Bigin’s pipeline + Email-in combination gives your agency a real-time, 360° view of every client interaction.
Automate repetitive workflows
Save valuable time by automating client onboarding, follow-ups, report reminders, or payment updates.
For Example- When a new client signs up for a campaign consultation on your website, Bigin instantly creates a record in your “Lead Pipeline,” assigns it to the right account manager, and sends an acknowledgment email — no manual entry needed.
Built-in communication
With built-in telephony and email integration, your team can make calls, log conversations, and send updates — all from within Bigin.
Reports and dashboards that drive growth
Measure performance with powerful dashboards. Track lead sources, campaign ROI, client retention, and project timelines to make data-backed decisions.
Mobile CRM for teams on the go
Manage your clients, projects, and updates anywhere with Bigin’s mobile app — perfect for dynamic, hybrid agency teams.
Key benefits for digital marketing agencies
Switching to Bigin helps agencies:
Improve collaboration: Align sales, creative, and client service teams with shared data.
Increase productivity: Automate tasks, follow-ups, and reporting to save hours each week.
Enhance client satisfaction: Deliver projects and updates on time, every time.
Cut software costs: Replace multiple tools with one simple, affordable CRM.
Get better insights: Visualize campaign success, lead progress, and revenue growth in real time.
Scaling your digital agency made simple
Agencies don’t need to compromise between tools that are too complex or too limited. Bigin offers the perfect balance — a powerful yet intuitive CRM designed for digital marketing success.
When your campaigns, clients, and teams move in sync, your agency performs at its creative best.
For agencies ready to streamline workflows, strengthen client relationships, and grow sustainably, success truly Bigins here.
Bigin + your favorite tools
Bigin seamlessly integrates with tools your agency already uses — from Google Workspace and Mailchimp to social media and analytics apps. You can also connect it via Zapier or Zoho Flow for advanced automation and data sync.