Agency CRM

Once an operation runs more than a couple of accounts with more than a couple of people, the hard part stops being the conversation and becomes the organisation. Who is on shift, which creator they are allowed to open, what they sent, what it earned, and what they are owed at the end of the month.

An agency CRM sits on top of the creator accounts and answers those questions. Expect creator profiles, user roles and permissions, shift scheduling, per-chatter sales attribution, mass messaging and exports. Pricing is usually per seat or per creator account, sometimes with a floor, so the headline figure is rarely the figure an agency pays. This directory lists two of them; the full CRM comparison is published on crm-ofm.com.