EgCRM for Media & Advertising Agencies:
Lead & Client Management:
Capture, track, and convert inquiries into clients while maintaining detailed profiles and communication history.Campaign & Project Tracking:
Plan, assign, and monitor marketing or advertising campaigns from concept to delivery with real-time status updates.Task & Team Management:
Allocate creative, sales, and media planning tasks to team members with deadlines, progress tracking, and alerts.Proposal & Quotation Management:
Create, send, and manage proposals, media plans, and quotations directly through the platform.Client Communication Hub:
Integrate WhatsApp, email, and SMS to send updates, approvals, reminders, and campaign reports.Billing & Invoice Management:
Generate invoices, track payments, and send automated reminders for due or pending amounts.Follow-Up Automation:
Schedule follow-ups for meetings, client approvals, renewals, and feedback with smart reminders.Calendar & Scheduling:
Organize team schedules, campaign launch dates, content deadlines, and meetings in a shared calendar.Custom Workflow Automation:
Build custom workflows for client onboarding, creative approvals, ad booking, or reporting cycles.Reports & Analytics:
Generate performance reports on campaigns, client engagement, sales metrics, and team productivity.Multi-User Role Access:
Control access for account managers, designers, finance, and admin based on roles and responsibilities.Cloud & Mobile Access:
Manage campaigns and client communication anytime, anywhere with mobile-responsive dashboards.
EgCRM helps media and advertising agencies stay organized, improve client satisfaction, streamline collaboration, and deliver high-impact campaigns on time.
Why Use EgCRM?
EgCRM is a smart, scalable, and user-friendly Customer Relationship Management (CRM) platform designed to streamline and automate your business processes. Whether you're in real estate, education, healthcare, retail, or any other industry, EgCRM helps you manage leads, improve customer interactions, and boost productivity—all from one centralized system.By using EgCRM, businesses gain better control over their workflow, enhance customer satisfaction, and ultimately increase growth and revenue with efficiency and ease.