What is a CRM?

A customer relationship management (CRM) platform is software that centralizes your customer and prospect data—contacts, conversations, deals, and activities—so your team can build stronger relationships and grow revenue. For digital advertising agencies, a CRM becomes the hub for managing client accounts, tracking new business and renewals, coordinating handoffs from sales to client services, and keeping campaign context at your fingertips.

Why agencies use a CRM

• Keep every client and stakeholder interaction in one place with email, calendar, and communication tool integrations.
• Track pipelines for net-new business, retainers, and upsells with clear stages and ownership.
• Segment contacts (by industry, lifecycle stage, budget tier, and more) for targeted outreach.
• Turn sales data into insights with real-time dashboards and reporting.
• Automate repetitive tasks like follow-ups, reminders, and data enrichment so your team can focus on relationships.
• Protect sensitive client information with enterprise-grade security and compliance.

TropoCRM at a glance

Everything you need to grow your business—manage customers, analyze performance, automate workflows, and keep data secure.

Customer Management

Build lasting relationships with complete context.

• 360-degree customer view with full interaction history
• Advanced contact segmentation and tagging
• Automated data enrichment and duplicate detection
• Custom fields and flexible data models
• Mobile-first contact management
• Integrations with email, calendar, and communication tools
• Client intake made simple with intuitive forms

Benefits for agencies: - Increase customer retention by 35% with personalized engagement - Reduce data entry time by 60% with automation - Improve team collaboration with shared customer insights - Make data-driven decisions with comprehensive analytics

Learn more about Customer Management.

Sales Analytics

Turn data into revenue-driving insights.

• Real-time dashboards for pipeline, conversion, and performance
• Comprehensive reporting to evaluate channels, campaigns, and reps

Workflow Automation

Automate repetitive tasks and streamline your process.

• Standardize follow-ups, handoffs, and approvals
• Trigger notifications and task assignments to keep deals moving

Enterprise Security

Bank-level protection for your most valuable data.

• Encryption and industry-standard compliance
• Advanced security controls for teams and enterprises

What agencies say

“TropoCRM transformed our sales process completely. We increased our conversion rate by 40% in just three months.” — Sarah Johnson, Sales Director at TechFlow Solutions

“The automation features saved us countless hours. Our team can now focus on building relationships instead of data entry.” — Michael Chen, CEO at GrowthLab

“The analytics dashboard gives us insights we never had before. Making data-driven decisions has never been easier.” — Emily Rodriguez, Marketing Manager at BrightStart Inc

Pricing made simple

Choose the plan that fits your agency’s size and complexity.

• Starter — $29/month
• Up to 1,000 contacts
• Basic CRM features
• Email support
• Mobile app access
• 5GB storage

• Best for freelancers or small teams piloting a CRM

• Professional — $79/month

• Up to 10,000 contacts
• Advanced automation
• Priority support
• Custom fields
• 50GB storage
• Sales analytics
• API access

• Best for growing agencies that need automation and reporting

• Enterprise — $199/month

• Unlimited contacts
• Advanced security
• Dedicated support
• Custom integrations
• Unlimited storage
• Advanced reporting
• White-label options
• Best for large or multi-brand agencies with complex requirements

Get started 🚀

• Start a free trial to explore Customer Management, Sales Analytics, and Automation with your team.
• Prefer a guided walkthrough? Schedule a demo to see how TropoCRM fits your agency’s sales motion and client workflows.