Question: Can you recommend a CRM that helps agencies and firms build strong client relationships through personalized outreach?

If you want a CRM designed to help agencies and consulting firms maintain a close relationship with clients through direct contact, folk is a good contender. The CRM is geared for pipeline management, prospecting and team collaboration, with tools like a Chrome extension for prospecting, pipeline management with customizable views, and AI-generated variables for personalization. With social media prospecting, email and calendar integration, customizable templates and conversation templates, folk offers a rich feature set for nurturing and deepening relationships with clients. Pricing starts at $20/month per user, and you can try it for free.

Another top contender is Salesforce, a big AI-powered CRM that links marketing, sales and service teams to offer personalized experiences in real time. Salesforce tools like Einstein 1 for a 360-degree view of the customer, AI Copilot for relationship-building, and Data Cloud for linking outside data, make it a powerful option for increasing efficiency and productivity. It offers flexible pricing and a free trial, so it's a good option for companies looking to modernize their operations and focus on customer satisfaction.

SuperOffice is another cloud-based CRM designed to help companies build strong customer relationships through a collaborative sales, marketing and customer service team interface. It offers intuitive data transparency, email campaigns and service workflow standardization, all augmented by AI abilities to summarize information and create personalized content. With integrations with Slack and Microsoft Dynamics NAV, SuperOffice offers a flexible and scalable CRM, starting at EUR 64 per user per month.