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Running a digital marketing agency is an exercise in managing complex, moving parts. On any given Tuesday, an agency leader might balance a prospective client pitch, troubleshoot an ad spend discrepancy, review an SEO deliverable, and field urgent client emails across multiple Slack channels. When client records live in spreadsheets, communications are scattered across inboxes, and project tasks are buried in standalone boards, operational friction quickly eats away at margins. This is where an Agency CRM becomes vital. Unlike conventional Customer Relationship Management platforms designed purely for transactional software sales or retail, an agency CRM is tailored to the service-oriented, deliverable-heavy realities of marketing agencies. In this guide, we will break down what an agency CRM is, how it operates throughout the agency lifecycle, the core features you should look for, and the operational benefits it brings to your business. What Is an Agency CRM? An Agency CRM ...