Scroll to Top

Purpose-built CRM for SEO Agencies for Higher Scalability

Track Opportunities, manage client communication, automate follow-ups, monitor deliverables and close more deals through a specialized CRM for SEO agencies.

SEO CRM dashboard illustration

What Are the Current Operational Challenges of SEO Agencies?

Standard CRMs and spreadsheets keep you at a disadvantage while dealing with the modern-day SEO campaigns, reporting cycles, and client expectations.

Scattered Client Data icon

Scattered Client Data

Without a centralized CRM, you will have to scramble through emails, spreadsheets, and Slack threads to understand and process client data. This makes it extremely difficult to get a clear picture of the client’s requirements and deal history at glance.

Manual Follow-Up Loops icon

Manual Follow-Up Loops

SEO agencies waste a lot of time each week negotiating with clients on emails, chasing approvals, sending updates, and writing payment reminder emails. This reduces productivity, creates misunderstandings due to manual errors, and even leads to lost deals.

Inconsistent Reporting icon

Inconsistent Reporting

Manually creating reports for weekly or monthly calls takes time, leads to inconsistencies, and delays conversation about performance. This causes doubts in the client’s mind, leading to lack of trust and renegotiating the terms of agreement.

Disconnected Tools icon

Disconnected Tools

SEO agencies often work with a SEO stack with disconnected tools, and there is no synchronization between Ahrefs, GSC, Slack, and Mailchimp. Without adopting a CRM for SEO agencies, you will face constant content switching and missed opportunities.

Lost Upsell Opportunities icon

Lost Upsell Opportunities

Without a clear visibility into deal status and client history and lack of insights, SEO agencies missed out on important moments to pitch additional services or expanded scope of the project. This leads to lost revenue opportunities.

Slow Client Onboarding icon

Slow Client Onboarding

Lack of centralized customer relationship management causes the onboarding process to become lengthy, from contracts to kickoffs. This not only delays the project initiation but also frustrates the clients before the work even starts.

Using CRM for SEO Agencies to
Turn Your Chaos to Clarity

OutRightCRM streamlines your SEO operations from the get-go. You do not need any developer resources or complex setups.

1

Import Your Clients

Onboard your present contacts and accounts through email synchronization, CSV import, or web-to-lead forms in just a few minutes.

2

Set Up Your Pipeline

Tailor your deal stages to align with the sales and onboarding process of your agency. No coding is required. You can set up and get going in a matter of minutes.

3

Automate Workflows

Set up drip campaigns, follow-up sequences, and notification triggers that operate in the background 24/7. Manual work is reduced substantially.

4

Grow & Retain

Utilize client health data, deal history insights and real-time dashboards to retain, upsell, and expand the revenue of the agency.

Everything Your SEO Agency
Needs in One Place

OutRightCRM is an AI-powered CRM for SEO agencies that helps in managing full-funnel of SEO deals, from email, milestones, to payment.

Account and Client Management icon

Account and Client Management

Automatically create, update, and manage client profiles with updated contact details, client history, custom tags, communication logs, and notes, all in one structured and searchable view. You do not have to scramble through email threads.

SEO Sales Pipeline icon

SEO Sales Pipeline

Visualize the full sales funnel of your agency with Kanban-style deal stages, from initial outreach to signed retainer. Set deal values and predict recurring revenue on a monthly basis and automate stage transitions as per client activity.

Email Drip Sequences and Templates icon

Email Drip Sequences and Templates

Create automated and tailored email sequences for proposal follow-ups, lead nurturing, and client check-ins. Utilize pre-built templates personalized for SEO agency communication patterns and effortlessly customize them.

Contract & Proposal Management icon

Contract & Proposal Management

Send agreements, proposals, and digital onboarding documents while monitoring signatures, approvals, and real-time client progress. Send quality proposals with less manual work to win over clients and close more deals.

Omni-Channel Communication icon

Omni-Channel Communication

Communicate with clients via WhatsApp, email, SMS, and other channels from a centralized communication system inside the CRM. Use AI-powered responses to minimize manual effort in typing email and messages and reduce human errors and misunderstandings.

Marketing Automation and Drip Campaigns icon

Marketing Automation and Drip Campaigns

Set up AI-powered automation workflows that foster leads, segment prospects, send follow-ups, and simplify day-to-day marketing activities. This automation improves productivity and makes sure no leads nurturing opportunities are ever missed.

Task and Delivery Management icon

Task and Delivery Management

Track campaign deliverables, assign SEO tasks, monitor deadlines, and ensure team collaboration to make sure that each project remains on schedule. OutRightCRM can give you total visibility in each project, helping you establish client trust.

Intelligent Task and Deadline Reminder icon

Intelligent Task and Deadline Reminder

Never miss a client meeting or deliverable deadline again. Set up task reminders with email or SMS notifications, assign work to team members, and get a timeline view of the entire project in your dashboard.

500+

SEO Agencies
Onboarded

38%

Average increase in
Retainer Close Rate

10hrs

Saved Per Team
Member Each Week

99%

Uptime & GDPR
Compliance

Smoothly Operates with
Your Agency’s Tech Stack

OutRightCRM supports third-party integration with tools your SEO team uses on a day-to-day basis, syncing communication, invoicing and analytics.

Explore all integrations
Gmail logo
Google Ads logo
Google Sheets logo
Outlook logo
WhatsApp logo
Twilio logo
Slack logo
Stripe logo
Calendly logo
Zapier logo
Mailgun logo
AWS logo
Meta logo
Freshdesk logo
Webhooks logo

What Our Clients Say

Have Queries? Let’s Address Them!

Generic CRMs are not built to manage SEO workflows, client deliverables, recurring reporting cycles, and long-term retainers. Using a CRM for SEO agencies can help in automating processes, centralizing operations, and enhancing client management.
Yes, you can customize the CRM as per your agency’s business rules. You can customize pipelines, deal stages, automation rules, onboarding workflows, task structures, and user permissions to align with the exact operational process of your agency.
Absolutely. Being an AI-driven CRM for SEO agencies, OutRightCRM aids in automating reminders, follow-ups, drip campaigns, notifications, recurring tasks, and client communication to enhance efficiency and minimize workload.
Yes, irrespective of whether you manage just a few campaigns or hundreds of clients, OutRightCRM is purpose-built to align with your agency by enhancing collaboration, simplifying operations, and improving visibility across teams.
You can configure pipelines, import your client data, and begin managing workflows in a matter of minutes. You do not need any coding expertise or complex technical setup. Onboarding is swift and smooth.