Marketing + digital

CRM Management

Hiring an agency to support CRM management helps brands organize customer data, improve workflows and deliver more personalized communication. An agency can manage and optimize your CRM to drive stronger engagement, smarter decision-making and long-term growth.

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Audit your existing CRM setup, data structure, workflows and integrations to identify gaps and opportunities

Optimize CRM configuration, fields and processes to better support marketing, sales and lifecycle efforts

Manage data hygiene, segmentation and list organization to improve accuracy and usability

Improve automation, workflows and reporting to streamline internal processes and decision-making

Ensure CRM alignment with email, SMS and other lifecycle marketing initiatives where applicable

Track CRM performance metrics tied to engagement, efficiency and retention

HubSpot

Salesforce

Klaviyo

Braze

Customer.io

HighLevel

CRM management goals

Here’s what you can unlock with the right agency

Improve organization and usability of customer data

Streamline workflows and internal processes

Enable more personalized, effective communication

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HOW IT WORKS

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Frequently asked questions

When should we consider CRM management?

Brands often work with a CRM management agency when their existing CRM feels underutilized, disorganized or difficult to maintain internally. An agency can help optimize setup, processes and usage without requiring a full platform overhaul.

What does a CRM management agency do?

A CRM management agency can support ongoing platform management, data organization, workflow optimization, automation and reporting. The scope is usually tailored to your existing CRM, internal resources and business needs. For example, a CRM management agency can build email marketing flows, help connect advertising data to your CRM or build drip campaigns for leads.

Will a CRM management agency replace our internal team?

No — CRM management agencies are designed to complement internal teams, not replace them. Agencies often provide expertise, capacity and best practices while collaborating closely with in-house marketing, sales or operations teams.

What metrics are used to measure success?

Success is measured through metrics such as data accuracy, workflow efficiency, engagement rates and retention performance. A CRM management agency also evaluates how effectively the CRM supports communication, personalization and decision-making.

email design

Carolina Core FC collaborated with an agency that enhanced their email marketing through custom HubSpot templates for events, merch and ticket sales, building a consistent, conversion-optimized system with a distinct visual identity.

email marketing

Lexi Australia collaborated with a Breef agency to develop a targeted email strategy to boost brand awareness and expand into new markets within the U.S. The agency optimized email flows, content and conversion tactics to drive customer loyalty.

Email Marketing

Breef connected World of Myoth with an agency that crafted an email strategy focused on long-term success. By exploring creative email ideas like online quizzes, the agency helped boost engagement and capture signups.

Lifecycle Marketing

Breef matched Smalls with a retention-focused lifecycle team to run a comprehensive email and SMS marketing program. They built and optimized flows, pop-ups, tagging and segmentation, guided by performance dashboards and clear KPIs to support strategic iteration and testing.