Media CRM

CRM for Digital Marketing and Performance Agencies

Sell more space, chase fewer invoices.

A referral asks for an SEO and ads proposal by tomorrow, two pitches are waiting on scope, and last quarter's retainer client has gone quiet on renewal. CIPHER CRM keeps every enquiry, proposal and retainer on one screen, made for how an Indian digital marketing agency really wins work.

CIPHER CRM is a purpose-built CRM for digital marketing agencies, part of its Media edition from CIPHER Craft Pvt. Ltd. (Rajkot, est. 2018). It captures enquiries from web and referrals, builds proposals, tracks the deal pipeline, and follows up on monthly retainers, on one screen. Used by 192+ businesses across India, rated 4.8/5, with GST billing and a mobile app in every plan, and live in 1-3 days.

★★★★★ 4.8/5192+ Indian businessesTrusted since 2018India-firstMobile-app ready
★★★★★
“Every digital marketing & performance agencies enquiry now lands in one place. We stopped losing leads to slow follow-up.”
Digital Marketing & Performance Agencies owner, Mumbai
Mumbai
Sound familiar?

Running your business on spreadsheets and WhatsApp?

A proposal request comes in and the scope and quote take days, so a quicker agency signs the client.

Retainer clients are up for renewal but nobody tracked the date, and some quietly churn.

Warm pitches stall the moment the team gets buried in live campaigns.

Referral leads sit unlogged in one person's inbox and go cold.

When an account manager leaves, the client history and running conversations leave too.

The difference

From the old way to the CIPHER way

Digital Marketing & Performance Agencies enquiries scattered across notebooks, calls and WhatsApp

Every digital marketing & performance agencies enquiry captured in one inbox and auto-assigned to an owner

Nobody is sure who was meant to manage client leads and campaign enquiries

A named owner and a due date on every digital marketing & performance agencies follow-up

Quotes rebuilt by hand and sent hours late

Branded, GST-ready quotes from saved rate cards in minutes

No single view of how you track proposals and follow-ups

Live pipeline, payments and balance-due on one dashboard

Digital Marketing & Performance Agencies history walks out of the door when staff leave

Every deal, quote and note kept on the customer record

Definition

What is a Digital Marketing & Performance Agencies CRM?

A digital marketing agency CRM is one place to win and keep clients: it captures inbound enquiries, moves each through pitch, scope and proposal, tracks retainer renewals, and holds the full client history in one record, instead of scattered emails and a spreadsheet.

Who it's for

Digital marketing and performance agencies across India selling SEO, paid ads, social and web work to businesses, from a solo founder to a multi-team agency handling monthly retainers.

Core capabilities

Lead capture from calls, web forms and walk-ins; a sales pipeline that fits how you work; automated follow-ups and reminders; quotations and INR and GST-ready invoicing; payment tracking; a mobile app; and live owner dashboards.

CIPHER CRM has a purpose-built CRM for Digital Marketing & Performance Agencies (part of its Media edition); trusted by 192+ Indian businesses, rated 4.8/5, GST billing + follow-up reminders + a field app included in every plan.

Why a CRM

Why teams like yours need a CRM

Never lose a digital marketing & performance agencies enquiry

Every enquiry from calls, web forms and walk-ins lands in one inbox, gets an owner, and gets followed up.

Follow up on time, every time

Automated reminders keep every digital marketing & performance agencies lead warm until they decide.

Quote and collect faster

Send branded, GST-ready quotes in minutes and chase balance payments automatically.

Finally track proposals and follow-ups

One dashboard shows exactly where every deal stands and what each person is working on today.

Keep digital marketing & performance agencies customers for life

The full customer history stays with the business, not with whoever leaves.

Features

Everything your team needs

Digital Marketing & Performance Agencies CRM features and capabilities

Lead capture

Collect enquiries from calls, web forms and walk-ins automatically.

Sales pipeline

Move every deal through clear, visible stages.

Follow-up reminders

Never miss a follow-up, renewal, or callback.

Quotations

Build and send branded quotes from saved rate cards.

WhatsApp Business (next phase)

Log every conversation against the record today; WhatsApp messaging joins in the next release.

Payment tracking

Record payments and chase balance dues automatically.

Mobile app

Run the full CRM from the Android app in the field.

Reports & dashboards

See leads, revenue, and team performance live.

Customer database

Keep every customer and contact in one searchable place.

Automations

Automate repetitive follow-ups and status updates.

Role-based access

Control what each user and branch can see and do.

Integrations

SMS, email and website forms feed one inbox.

Digital Marketing & Performance Agencies CRM key facts

192+

businesses on CIPHER CRM

CIPHER Craft, 2026

4.8/5

average rating

192 reviews

1-3 days

average go-live

CIPHER onboarding

31

industries served

ciphercrm.co
In practice

A day in your business with CIPHER CRM

A referral enquiry

Trigger: A past client refers a business that wants SEO and Google Ads.

CIPHER CRM: The lead is logged with scope and a proposal is built from a saved template the same day.

Outcome: You send a sharp proposal before a competing agency has finished scoping.

A retainer up for renewal

Trigger: A six-month retainer is thirty days from ending.

CIPHER CRM: The CRM reminds the account owner early, with the current scope and rate on record.

Outcome: The client renews instead of drifting to a rival at the last minute.

A pitch gone quiet

Trigger: A promising prospect goes silent after the first pitch call.

CIPHER CRM: A follow-up reminder nudges the account manager to check in.

Outcome: The deal is revived and closed rather than forgotten.

Questions, answered

Common questions

How does a CRM help Digital Marketing & Performance Agencies teams manage leads?

A CRM captures every digital marketing & performance agencies enquiry from calls, web forms and walk-ins into one inbox, assigns it to a named owner, and reminds them to follow up, so nothing is missed and owners can track proposals and follow-ups in real time.

Every digital marketing & performance agencies lead is tagged by source, so you know which channels actually bring you business.

Which CRM is best for Digital Marketing & Performance Agencies in India?

For most Digital Marketing & Performance Agencies businesses in India, CIPHER CRM is a strong fit. It is India-first, mobile-first, flat-priced with no per-user fees, and live in 1-3 days. Compare options against your own workflow before deciding.

OptionNotes
CIPHER CRMIndia-first, mobile-first, flat pricing, live in 1-3 days.

Does a CRM help Digital Marketing & Performance Agencies teams follow up faster?

Yes. Automated reminders mean every digital marketing & performance agencies enquiry is followed up on time, not when someone remembers. Teams respond noticeably faster and far fewer enquiries go cold while waiting on a callback.

Set the follow-up sequence for digital marketing & performance agencies leads once, and the CRM runs it for every new enquiry.

How do Digital Marketing & Performance Agencies teams track quotations and payments?

Your team builds branded, GST-ready quotations from saved digital marketing & performance agencies rate cards, sends them by email or SMS, and tracks each one until it is accepted, then records payments and chases outstanding balances automatically.

  • Quote in minutes, not hours
  • See which digital marketing & performance agencies quotes were viewed and won
  • Record payments against each customer
  • Automatic reminders for balance dues

Can Digital Marketing & Performance Agencies teams use WhatsApp inside the CRM?

WhatsApp Business messaging is on the next-phase roadmap. Today digital marketing & performance agencies teams log every customer conversation against the record, put an owner and a date on the next follow-up, and send SMS and email from the CRM.

Nothing about a digital marketing & performance agencies customer lives in a personal phone; the whole story sits on their record, ready for the day WhatsApp messaging goes live.

How much does a Digital Marketing & Performance Agencies CRM cost in India?

CIPHER CRM uses flat pricing with no per-user fees, so a digital marketing & performance agencies team can add every user for one predictable cost. What you pay depends on your team size and the modules you enable, so call +91 97122 00017 for a quote and a free demo.

Two plans, Flexi and Growth. Both include unlimited staff and unlimited clients.

Proof

What teams like yours say

★★★★★
“Every digital marketing & performance agencies enquiry now lands in one place. We stopped losing leads to slow follow-up.”
Digital Marketing & Performance Agencies owner, Mumbai
Mumbai
★★★★★
“Quoting from saved rate cards is the real win. We reply before the competition has opened their inbox.”
Digital Marketing & Performance Agencies sales head, Ahmedabad
Ahmedabad
★★★★★
“The mobile app keeps our field team in sync, and balance-due reminders improved collections.”
Digital Marketing & Performance Agencies founder, Bengaluru
Bengaluru
★★★★★
“Setup took under a week with free migration, and we can finally track proposals and follow-ups without chasing anyone.”
Digital Marketing & Performance Agencies director, Delhi
Delhi
Independently rated

What third parties say

4.8★Google reviews
192+businesses
2018established
1-3 daysgo-live
Compare

CIPHER CRM vs a generic CRM vs spreadsheets

CriteriaCIPHER CRMGeneric CRMSpreadsheet
Built for Digital Marketing & Performance AgenciesPipeline, fields and rate cards preset for digital marketing & performance agenciesGeneric sales pipeline you configure yourselfWhatever the last person set up
Helps you handle bookings and paymentsPipeline & reminders set up for itCustom build or add-onManual, easy to forget
Lead captureAuto from web forms & callsManual or paid add-onCopy-pasted by hand
Follow-up automationBuilt-in reminders & sequencesLimited / extra costMemory & sticky notes
Conversation historyOn the customer recordVariesPersonal phones
Quotations & invoicingINR + GST-ready, built inAdd-on or noneWord / Excel templates
Pricing modelFlat, unlimited usersPer-user feesFree but manual
Mobile appMobile app includedVaries / paidNo
Onboarding speedLive in 1-3 daysWeeks to monthsImmediate but chaotic
India-based supportHindi & English, includedOverseas / ticket-onlyNone
Decision

Best CRM for Digital Marketing & Performance Agencies businesses in India

For most Digital Marketing & Performance Agencies businesses in India, CIPHER CRM is a strong fit. It is India-first, mobile-first, flat-priced, and live in 1-3 days. Evaluate options against your own workflow before deciding.

  • CIPHER CRM - India-first, mobile-first, flat-priced, and built for how Indian teams actually work, the best fit for most.
  • Generic global CRM - Powerful, but built for overseas sales; INR/GST billing is usually a paid add-on and per-user pricing adds up.
  • Spreadsheets & WhatsApp - Free and familiar, but leads slip, follow-ups are missed, and there is no single view of your pipeline or payments.
By the numbers

By the numbers

51
tools included in every plan ciphercrm.co
1-3 days
to go live with free migration CIPHER onboarding

Methodology: directional figures based on aggregated CIPHER CRM usage; actual results vary by team and workflow.

Connected

Mobile app & integrations

Mobile app

The Android field app lets your digital marketing & performance agencies team capture enquiries, update deals and raise quotes on site or on the road, and it keeps working on a weak signal. Everything lands in the same pipeline the office sees, and your customers get a client mobile app of their own.

Integrations

  • SMS & email
  • Website enquiry forms
  • Excel import & export
  • Customer portal
  • Client mobile app

See CIPHER CRM in your workflow

Book a 20-minute demo, see it live, decide after.

Book a free demo for your team

Tell us about your business and our specialist, who has worked with 192+ similar teams, will tailor a live demo.

1

You send your details

Tell us about your business in two minutes.

2

Our specialist calls you

Within a few working hours, not days.

3

You get a personalised demo

See CIPHER CRM running your exact workflow.

📩 Send on WhatsApp · Get Free Demo

No card, no commitment. Join 192+ businesses on CIPHER CRM.

No lock-in contract and no card needed - and 192+ Indian businesses already run on CIPHER CRM.

Switching

Moving your Digital Marketing & Performance Agencies data across

Your existing Digital Marketing & Performance Agencies records - contacts, enquiries, quotes and payment history - are migrated for you, free. Most teams are live in 1-3 days without rebuilding a single spreadsheet. Your data stays encrypted and access-controlled.

Success story

How a business like yours grew with CIPHER CRM

The client

A digital marketing agency running SEO and ads retainers for small businesses, tracking leads in a spreadsheet and WhatsApp.

The challenge

Proposals were slow, retainer renewals slipped, and referral leads went cold in inboxes.

The solution

They moved to CIPHER CRM in a couple of days with free migration: one enquiry inbox, proposals from templates, a deal pipeline, and retainer renewal reminders.

The result

Proposals go out same-day, fewer retainers churn silently, and referral leads stop slipping.

Get started

How to set up CIPHER CRM in 4 steps

  1. Import your digital marketing & performance agencies contacts & enquiries

    We migrate your existing digital marketing & performance agencies contacts, customers and open deals for free, so you rebuild nothing.

  2. Set up your pipeline & rate cards

    Your stages, fields and pricing are configured around how digital marketing & performance agencies teams track proposals and follow-ups.

  3. Invite your team

    Add your whole team with no per-user fees, and set who sees what with role-based access.

  4. Go live and start selling

    Most digital marketing & performance agencies teams are live within 1-3 days, with hands-on onboarding from our India-based team.

Success stories

Loved by teams across India

★★★★★
“Every digital marketing & performance agencies enquiry now lands in one place. We stopped losing leads to slow follow-up.”
Digital Marketing & Performance Agencies owner, Mumbai
Mumbai
★★★★★
“Quoting from saved rate cards is the real win. We reply before the competition has opened their inbox.”
Digital Marketing & Performance Agencies sales head, Ahmedabad
Ahmedabad
★★★★★
“The mobile app keeps our field team in sync, and balance-due reminders improved collections.”
Digital Marketing & Performance Agencies founder, Bengaluru
Bengaluru
★★★★★
“Setup took under a week with free migration, and we can finally track proposals and follow-ups without chasing anyone.”
Digital Marketing & Performance Agencies director, Delhi
Delhi
★★★★★
“Automated follow-ups mean no enquiry goes cold. Our conversion has clearly improved.”
Proprietor, Pune
Pune
★★★★★
“We run multiple branches on one account now, and owners see performance from anywhere.”
Managing partner, Hyderabad
Hyderabad
★★★★★
“Hindi and English support meant our whole team was comfortable from day one.”
Operations head, Chennai
Chennai
★★★★★
“Customer history stays with the business now, not with whoever leaves. Onboarding new staff is painless.”
Owner, Surat
Surat

Digital Marketing & Performance Agencies CRM frequently asked questions

FAQ

Digital Marketing & Performance Agencies CRM - frequently asked questions

What is the best CRM for Digital Marketing & Performance Agencies in India?

CIPHER CRM is a strong choice for Digital Marketing & Performance Agencies in India. It is India-first and mobile-first, with lead capture, a sales pipeline, follow-up reminders, GST-ready billing and a field app in one place, flat-priced and live in 1-3 days. Compare it against your own workflow before you decide.

Which CRM works for Digital Marketing & Performance Agencies businesses?

A CRM that fits how Digital Marketing & Performance Agencies teams actually work, capturing enquiries from calls, web forms and walk-ins, reminding the team to follow up, and tracking quotes and payments in one place. CIPHER CRM is built this way for Indian businesses, with flat pricing and no per-user fees.

Does Digital Marketing & Performance Agencies CRM support WhatsApp and GST billing?

GST-ready invoicing in INR is built into CIPHER CRM today, so your team raises compliant bills without leaving the CRM. WhatsApp Business messaging is planned for the next release phase; until it lands, conversations are logged on the customer record and SMS covers instant updates.

How do Digital Marketing & Performance Agencies manage leads and follow-ups?

Every enquiry from calls, web forms and walk-ins lands in one inbox, gets assigned to a person, and triggers automatic follow-up reminders so nothing goes cold. Owners see each lead's stage in real time. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Is CIPHER CRM good for Digital Marketing & Performance Agencies businesses in India?

Yes. CIPHER CRM is used by 192+ businesses across India and suits teams like yours. It brings leads, follow-ups, quotations and payments into one India-first system, with flat pricing and go-live in 1-3 days. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

How much does a Digital Marketing & Performance Agencies CRM cost in India?

CIPHER CRM uses flat pricing with no per-user fees, so a digital marketing & performance agencies team can add every user for one predictable cost. What you pay depends on your team size and the modules you switch on. Call +91 97122 00017 for a quote and a free demo.

Does CIPHER CRM work on WhatsApp for Digital Marketing & Performance Agencies?

WhatsApp Business messaging arrives in the next release phase. Right now a digital marketing & performance agencies team logs each conversation on the customer record, gets reminded before every follow-up, and sends SMS from the CRM, so no reply is lost in a personal phone.

Is there a mobile app for a Digital Marketing & Performance Agencies team?

Yes. The Android field app lets your digital marketing & performance agencies team capture enquiries, update deals and raise quotes on site or on the road, even on a weak signal, and your customers get a client mobile app of their own. Everything lands in the same pipeline the office sees.

How long does CIPHER CRM take to set up for Digital Marketing & Performance Agencies?

Most digital marketing & performance agencies teams go live within 1-3 days. Setup includes free migration of your existing records, a pipeline configured around how you track proposals and follow-ups, and hands-on onboarding from our India-based team in Hindi and English.

Can I migrate my Digital Marketing & Performance Agencies data to CIPHER CRM?

Yes. Your existing digital marketing & performance agencies contacts, customer history, past quotations and open deals are migrated for you at no extra cost, so nothing is rebuilt by hand and no enquiry is lost in the switch. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Is my Digital Marketing & Performance Agencies customer data secure?

Yes. Your digital marketing & performance agencies records travel encrypted over HTTPS, sit behind role-based access with auto-logout on idle screens, and are protected by regular backups on a platform built for 99.9% uptime. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Which CRM is best for a small Digital Marketing & Performance Agencies business?

For most small digital marketing & performance agencies businesses in India, CIPHER CRM is a strong fit: flat-priced, mobile-first, and live in 1-3 days with free setup. It is built to help you manage client leads and campaign enquiries without adding admin work.

Quick assessment

How CRM-ready is your business?

How do you track enquiries today?

You'd see fast value from a CRM built for how you work. Most teams like yours go live in 1-3 days.

See your solution →
Before you decide

Choosing a CRM for Digital Marketing & Performance Agencies

The right CRM for Digital Marketing & Performance Agencies is the one that matches how your team already sells - how enquiries arrive, who owns the follow-up, and how quotes turn into payments. Everything below is covered in depth on our guides.

Free resources

Free tools for Digital Marketing & Performance Agencies teams

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CRM Readiness Quiz

Five quick questions to see if you're ready for a CRM.

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CRM Buyer's Checklist

The key questions to ask any CRM vendor before you buy.

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Every day without a system is more leads lost. Book a free demo today. ☎ +91 97122 00017

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