The Best CRM for Agencies

The Best CRM for Agencies - Introduction

Whether your agency specialises in Telemarketing, Digital, Recruitment or even Property choosing the right CRM or Lead management software can be expensive and time consuming. Agencies have a need that is outside the parameters of regular CRM systems.

Sanity OS is the best CRM for Agencies

Our multi database architecture makes Sanity OS ideal for any kind of agency. Having the ability to easily build mutliple databases with unique fields will give your agency the flexibility it needs to perform operations more efficently whilst being able to extend the benefits to your customers.

CRM Software for Telemarketing Agencies

Telemarketing and business development agencies rely on CRM in order to manage leads for their clients. Regular CRM systems are constrained in their ability to separate client information without complex lead routing and customisation which can be costly and have a negative impact on productivity.


To get started agencies just need to create a database and name it after a client (say client 1), apply any custom fields and import your prospects. Simply repeat these steps for each of your clients- You could think of it like having mulitple CRM systems for your clients all under one roof.


Each Database has it's own set of fields, team users and of course contacts. Now that you've setup your clients (which will virtually take minutes) all you have to do is start calling. Sanity OS lets you trigger appointments directly to your clients (even if they are not users) and even share reports with them. Learn more about the best Telemarketing CRM software to use for cold calling experts and B2B Businesses.

CRM for Digital Marketing Agencies

Create a Database for your own leads and contacts as well as leads you capture from squeeze pages. Like in the examples mentioned above you can extend the benefits of Multiple Databases to your clients to store their inbound leads in and give them exclusive access to a database as if it was their very own CRM.

CRM Software for Recruitment Agencies

Build individual Databases to separate recruitment candidates from employers and easily attach CV's to your candidate profiles.

Any Industry

Sanity OS is not customised especially for a particular industry or agency and the above are just examples of how agencies currently use the platform. You can easily tailor Sanity OS to work the way you want it without any coding skills or training.