As an agency, you will always keep an eye on your customers, projects and marketing measures with the KundenMeister CRM software!

Reliable CRM for Your Agency

As a CRM agency, we know exactly how important the optimal coordination of customer needs, marketing measures and services for optimal relationship management is. Customers, partners and journalists are the contact persons of an agency that needs to be managed. Therefore, we have developed a professional CRM system for agencies, with which all business areas can be controlled optimally and within a central database at the touch of a button. Linking organizational tasks with marketing and sales makes your CRM agency child’s play!

Bring Order to Your Contact List

Working with different groups of people is exciting, but it also involves a great deal of data and important information. The optimal support of your target groups therefore requires a structured contact overview. With the KundenMeister agency CRM, customers, journalists and suppliers of your agency are sensibly organized so that you can call up relevant contact data in one click.

Flexible Agency Software for the Entire Company

Beyond an ordinary CRM software, the KundenMeister, as a flexible agency software, offers additional modules to support the daily business of an agency. Whether advertising, PR or event agency, with the KundenMeister you improve your workflow and not only coordinate customer projects, but also manage your invoices, orders, documents and much more within a database.

Intelligent CRM for Your Agency

In order to prevail against its competitors in the market, the care of existing customers is becoming increasingly important. Our agency CRM software helps you to professionally handle the communication and the exchange of information with relevant contact groups. Thanks to a centralized database, employees can call up previous customer meetings and correspondence with just one click to be able to take specific measures and use relevant know-how for a specific customer request. That is how your customers stay loyal to you!

Agency software for easy project management

As an advertising, PR or event agency, you need to be able to handle numerous projects simultaneously and keeping track of activities and tasks. With the KundenMeister, you are offered the perfect solution for project management in your agency. Any number of projects including project tasks, estimated working hours, etc. can be created in a structured manner. Thanks to the definition of various project stages and different colors, the status of each project can be assessed at a glance. Necessary tasks can be created quickly and assigned to employees. Project-relevant documents can also be saved directly to the project with just a few clicks, so that every employee is kept up to date. Through the link with the time recording module of the CRM agency software, planned and actual project times can also be monitored at all times – this guarantees that your project handling will be a success!

Agency CRM for your finances & orders

In addition to project and task management, sales activities and finances can also be managed very easily with our agency software. Potential customers are stored in the system, sales opportunities are generated and – if the acquisition is successful – transformed into a project. Due to booked working times and a link to the respective project or customer, you can automatically generate your invoice when the project is completed and send it personalized by email. This not only guarantees fair and transparent billing, but also saves a lot of time and effort.