Separate three layers
- Prospect and opportunity management
- Client communication/account history
- Project or service delivery
Integrate around handoffs
When a deal closes, the essential handoff is customer identity, commercial context and the agreed scope—not a copy of every sales activity.
Compare before you commit
Use the relevant buyer’s guide to narrow your shortlist, then verify current pricing and product details directly with the vendor.
Compare agency CRM optionsEditorial note: Product features, pricing and vendor terms can change. Verify material purchase details with the vendor before buying.