SEOCRM

SEOCRM is a comprehensive platform designed specifically for digital marketing agencies. It caters to small to enterprise businesses in the digital marketing industry, including digital marketing agencies, SEO agencies, PPC agencies, web design and development agencies, as well as freelancers in the field. According to the vendor, SEOCRM offers a range of functionalities including project management, sales, marketing, and support, aimed at helping agencies automate their processes and drive business growth.

Key Features

Smart Project Management: SEOCRM provides a feature-rich project management system that enables users to efficiently handle their SEO, PPC, web design, development, and other digital marketing projects. Users can create task templates, assign tasks to team members, and easily track task progress.

Smart Task Management and Recurring Tasks: With SEOCRM's smart task management capabilities, users can effectively create and manage tasks. The system allows users to set up recurring tasks on a daily, weekly, monthly, or custom basis, streamlining the task creation process. Tasks can be assigned to multiple team members, ensuring collaboration and accountability.

Leads Management: SEOCRM offers a comprehensive leads management system, empowering users to record, manage, distribute, and track leads. Users can capture leads through web forms or manual entry, categorize them, and seamlessly convert them into projects. The system also allows users to add notes, set reminders, and access the activity log for each lead.

Time Management: SEOCRM includes time management features that assist users in effectively tracking and managing their time. Users can set goals, create tasks, and add notes and reminders to optimize time utilization. The system aids users in staying organized and maximizing pipeline and sales opportunities.

Teamwork: SEOCRM supports teamwork by providing features for task assignment and project collaboration. Users can assign tasks to specific team members, grant client access, and monitor project performance and metrics. The system offers visual tools such as Kanban and Gantt views to visualize project progress and deadlines.

Invoices: SEOCRM simplifies the invoicing and billing process by allowing users to create invoices and manage billing seamlessly. Users can receive payments through various payment methods such as PayPal and Stripe, record payments, and efficiently manage bills. The system streamlines the invoicing and payment collection process.

Client Area: SEOCRM provides a dedicated client area for managing client relationships and support requests. Users can easily communicate with clients, track support tickets, and provide timely assistance. The client area serves as a centralized platform for managing customer support and contact information.

Reports: SEOCRM offers robust reporting capabilities to help users analyze and track project and sales performance. Users can generate reports on various metrics and key performance indicators, gaining valuable insights into their business. The system provides data-driven insights for decision-making and performance evaluation.

Sales: SEOCRM includes features for managing sales and optimizing the sales process. Users can create proposals, estimates, and contracts, track sales opportunities, and efficiently close deals. The system aims to assist users in converting leads into customers and driving sales revenue.