Agencies

As an agency, you can use the CRM software KundenMeister to keep a constant eye on your customers, projects and marketing activities!

Reliable CRM for your agency

As a CRM agency, we know exactly how important the optimal coordination of customer needs, marketing measures and services is for optimal relationship management. Customers, partners and journalists are the contact groups of an agency that need 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 push of a button. The linking of organizational tasks with marketing and sales makes your agency CRM a breeze!

Get your contacts in order

Working with different contact groups is exciting, but it also involves a large amount of data and important information. For the optimal support of your target groups, a structured contact overview is therefore required. With KundenMeister Agency CRM, your agency’s customers, journalists, and suppliers are organized in a meaningful way so that you can call up relevant data on a contact with just one click.

Flexible agency software for the entire company

Far beyond a usual CRM software, the KundenMeister is a flexible agency software offering 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 be able to assert itself against its competitors on the market, the care of existing customers is becoming increasingly important. Our agency CRM software helps you to professionally handle communication and information exchange with relevant contact groups. Thanks to a central database, employees can call up previous customer meetings and correspondence with just one click, enabling them to take targeted action and apply relevant know-how to a specific customer inquiry. In this way, your customers remain loyal to you!

Agency software for easy project management

As an advertising, PR or event agency, you must be able to handle numerous projects in parallel and always keep an overview of activities and tasks. With the KundenMeister you are offered the ideal solution for project management in your agency. You can create any number of projects, including project tasks, estimated working hours, etc. in a structured way. Thanks to the definition of various project phases and different colors, the status of each project can be estimated at a glance. Necessary tasks can be quickly created and assigned to employees. Even project-relevant documents can be filed directly to the project with just a few clicks, so that every employee is kept up to date. Through the link to the time recording module of the CRM agency software, planned and actual project times can also be monitored at all times – so your project management is guaranteed to be a success!

Agency CRM for your finances & orders

In addition to project and task management, sales activities and finances can also be easily managed 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. Thanks to booked working hours and a link to the respective project or customer, you can automatically generate your invoice at the end of the project and send it personalized by e-mail. This not only guarantees fair and transparent invoicing, but also saves you a lot of time and effort.