The CRM Agency Behind Over $3 billion in Revenue

Customer relationship management (CRM) agencies help you track your digital marketing results and valuable customer data to earn a higher return on investment (ROI). If you’re ready to drive more revenue and grow your business with CRM, WebFX — the industry-leading CRM agency — can help!

Get transparent plans and pricing from our CRM Agency

Browse our CRM services below:


$875 / month

  • 10,000 first-party data profiles
  • 250,000 non-marketing customer journeys
  • 300 calls tracked
  • 8 lookalike or custom audiences


$1,375 / month

  • 15,000 first-party data profiles
  • 500,000 non-marketing customer journeys
  • 300 calls tracked
  • 15 lookalike or custom audiences


$5,975 / month

  • 100,000 first-party data profiles
  • 1 million non-marketing customer journeys
  • 1000 calls tracked
  • 30 lookalike or custom audiences


Drive revenue with our CRM agency

Get a quick overview of what you can expect when you partner with WebFX:

Your Deliverables

  • Lead source and website visit tracking
  • Marketing call tracking and transcripts
  • Automated company visitor insights
  • Pipeline tracking and custom sales stages
  • Lead action and follow-up dashboard
  • Customer contact directory
  • And much more

Our Process

  • Competitor analysis
  • Help and guidance from over 500 digital marketing experts
  • Strategy and campaign tracking and analysis
  • Data-driven campaign suggestions for optimizations
  • And more

Our Clients’ Results

  • $3 billion generated in revenue for clients
  • 7.8 million leads generated for clients
  • 5.2 million phone calls generated for clients
  • 12.9 million transactions managed for clients
  • 1,020 client reviews, including an overall 4.9 rating on Clutch
  • 91% client retention rate — almost 50% higher than nationwide average

Meet WebFX — Your industry-leading CRM agency

Are you finding it tricky to track all of your customer data or aren’t sure how to start collecting lead information? Are your digital marketing campaigns not driving the results you hoped? That’s where WebFX can help!

WebFX is a top CRM agency with industry-leading customer relationship management software designed to help you earn the highest ROI for your business. With our Nutshell software, you can seamlessly manage your leads, track the ROI of your strategies, and collect current and potential customer data to manage your sales pipeline and drive more sales and revenue.

In addition, our team of over 500 digital marketing experts is always on hand to help you get the most out of Nutshell. Our experts can guide you through the multiple tools of our CRM software and provide data-driven suggestions to help you drive even better results for your company.

Keep reading to learn more about our CRM agency and how Nutshell can help grow your business!

If you’re ready to start driving more revenue with a top CRM company straight away, WebFX has got you covered. Chat with one of our experts at 888-601-5359 or contact us online to learn more about how we can help drive more sales and revenue for your company.

Time to Level Up Your Sales

Our long list of services helps you grow every aspect of your business with marketing strategies that are proven to increase bottom-line metrics like revenue and conversions.

In the past 5 years, we’ve managed more than 12.9 MILLION transactions across our client base.

Hear From Our Clients

Auto Parts Store

“WebFX has been on our side for over a year, delivering each target we set in a competitive industry. Traffic, revenue and profit are all up. Most importantly, Jason does not feel like just our account manager, but a teammate invested in us just as we are in ourselves.”

Environmental Ecommerce

“WebFX might be the best SEO agency in the world. Over the past couple years, we’ve seen exponential growth in both organic traffic and organic revenue…WebFX, however, has been a shining example of what great agency partnerships can do to help your business grow.”

Insurance Company

“WebFX is our go-to team for all web and SEO services…we have seen leads jump drastically…We had a record sales year in 2020, and look forward to even more success in 2021. I have no trouble recommending WebFX for their SEO and PPC services.”

Nutshell: Award-winning CRM technology to maximize your marketing results

Nutshell is our CRM software and is a key feature of our marketing proprietary platform, MarketingCloudFX. It makes it easy for you to track your customer and marketing data to close more sales and maximize your marketing results.

Check out some of the main features of Nutshell below:

1. Lead management

With Nutshell, you can track your leads’ journey from awareness to purchase to identify the channels and strategies that drive the most leads and conversions for your business.

In addition, you can integrate Nutshell with lead generation forms on your website so you can easily track lead information as they come in. That means you won’t have to spend time manually entering your leads’ information and contact details.

Plus, your sales team can receive notifications each time you generate a lead so you can contact your potential customers and encourage them to convert quicker.

2. Marketing and sales data

Measuring the success of your digital marketing strategies is essential to increase sales and revenue for your business. Nutshell enables you to track critical marketing campaign and sales metrics and data points, such as:

  • Website traffic sources
  • Lead sources
  • Website session duration
  • Phone call sources and transcripts
  • And much more

As a result, you can better understand which strategies drive the best results. That means you won’t have to worry about wasting time and resources on strategies that don’t produce results for your business.

3. Customer information and details

With Nutshell, you can track every email address, phone number, and other essential information of each lead and customer.

These details make it easy for you to remember key information to stay connected with your customers and leads. As a result, you can build strong relationships with customers to build brand loyalty and drive more sales for your business.

4. CRM dashboard

Nutshell also comes equipped with a comprehensive, detailed CRM dashboard to keep your data, schedules, and team organized. You can use the CRM dashboard to effectively plan your sales day.

For example, you can set custom follow-ups and action items for specific leads, customers, and other sales opportunities. In addition, you can select due dates and assign tasks to your team members to help them plan and schedule their day.

5. Contact management

Say goodbye to writing down contact details in a spreadsheet or notebook and say hello to your contact management solution. With Nutshell, you can create an address book of contact details for your leads, customers, clients, and more.

You can record a client’s name, phone number, email address, company name, and more to help you keep track of your important sales calls and leads information to help you drive more conversions and sales for your company.

Measuring the metrics that affect your bottom line.

Are you interested in custom reporting that is specific to your unique business needs? Powered by MarketingCloudFX, WebFX creates custom reports based on the metrics that matter most to your company.

  • Leads
  • Transactions
  • Calls
  • Revenue
Learn More

Hear From Our Clients

Speaking Bureau

“Working with WebFX has been a game changer for us. We were having significant traffic loss and they turned it around and have us growing every month. They are completely transparent and do a fantastic job at helping us show the benefit of SEO to our execs.”

—Director of Digital Marketing

Animal Health Provider

“As a small business with a very focused demographic, we have trouble reaching the right audience. Since starting SEO services with WebFX we have seen remarkable growth in not only website hits but also revenue.”

—Marketing Manager

Electronics Manufacturer

“I have been blown away by WebFX. I was a little skeptical of digital marketing companies and SEO campaigns…but [WebFX] they’ve exceeded all of our expectations. Working with them has been a blast.”

—President & CEO

What can a CRM agency do for your business?

Partnering with a customer relationship management company can provide many benefits for your business. Check out these three benefits of hiring a CRM agency below:

1. Software support and assistance

When you partner with an experienced CRM marketing agency like WebFX, you can expect to have access to a team of experts that can help you make the most of your CRM software.

At WebFX, our team will guide you through the tools of our in-house platform, Nutshell, so you can understand how to use each feature to drive results for your company.

In addition, our team can provide ongoing support to help you optimize your strategies and campaigns to ensure they always drive revenue. And, just in case you run into any technical issues, our team is always on hand to solve any problems so you can get back to driving results for your business.

2. Save time and resources

When you partner with a CRM marketing agency, you say goodbye to spending large amounts of time recording, tracking, and analyzing endless customer and marketing data.

Your chosen agency will help you log and store all of your essential information in the same place. As a result, you can save time and resources manually recording individual details about your lead and customer journeys.

3. Build better relationships with prospects

Building strong relationships with your leads and customers is the key to building brand loyalty that keeps them coming back for more. Your CRM marketing agency can help you remain competitive with your other businesses fighting for your prospects’ attention.

At WebFX, our team can help you use Nutshell to create personalized experiences that resonate with your customers and clients and keeps them interested in your company.

These personalized experiences help you create stronger, lasting relationships with your prospects to encourage more conversions and sales for your business.

Ready to Grow? Get your FREE Quote Today!

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We measure our success by how much we WOW our clients.


Explore our CRM Agency’s Plans & Pricing

CRM User Seats1 to 3 Up to 4 Up to 5; then $25 for each additional user Up to 5; then $25 for each additional user
Lead Source and Website Visit Tracking
Marketing Call Tracking Data Import
CompanyTrackerFX Automated Company Visitor Insights
Pipeline Tracking and Custom Sales Stages
Lead Action and Followup Dashboard
Email Communication Sync into CRM through BCC
Lead activity and history timeline
Company Directory
Customer Contact Directory
Sales Pipeline and Revenue Forecasting Tools
Lead Scoring and Qualification Tools
Marketing Channel-Specific Reporting for Closed Leads
Integration of CRM Into Website Forms
Email and SMS Lead Routing
Ability to ask CRMROI support questions and open support tickets
CRMs setup for each distributor or channel-partner
Monthly Investment$75 (Free for WebFX clients) $100 $125 $2,500 a month and a per distributor/channel-partner monthly investment
Need more information? Call Us: 888-601-5359GET STARTEDGET STARTEDGET STARTEDGET STARTED

Nutshell Onboarding Plan

Features Basic Onboarding Advanced Onboarding
Demo Training with Sales Team Leadership1 Hour 2 Hours
Delivery of Template for CRM Migration Data
Access to Dedicated CRMROI Post-Launch Support30 days 90 days
Review of CRM Migration Data Import
Review + Configuration of CRMROI Sales Stages
Daily Sales Activity Dashboard Training
Marketing + Sales Data Review
One-Time Investment$350 (free for WebFX clients) $950
Monthly Investment$250 (optional) $250 (optional)
Need more information? Call Us: 888-601-5359GET STARTEDGET STARTED

Nutshell Ongoing Support

Features CRMROI Ongoing Support & Consultation
Access to dedicated CRMROI Support Specialist
Ability to ask ongoing CRMROI support questions/tickets
Ongoing monthly support and consultation
— Includes up to 2 hours per month
Additional CRMROI support and consultation$125 per hour
Expected response time1-2 days
Monthly Investment$250 per month
Need more information? Call Us: 888-601-5359GET STARTED

Learn More About CRM Agencies

Do you still have questions about CRM companies and how they can help boost sales and revenue for your business? Then check out the FAQs below:


An experienced CRM marketing company can help you get the most out of your CRM software to maximize your sales and revenue. If you’re finding it tricky to manage your lead and customer data to make informed marketing decisions or aren’t achieving the results you hoped, partnering with a CRM agency could be the perfect solution for you.


Finding a customer relationship management agency that suits your company’s needs and helps you achieve your business goals is essential. Before you partner with a CRM company, find out if the agency has experience in your industry.

You can also look at their reviews, testimonials, and case studies to learn more about the results they’ve driven for clients and how they can help you grow your business.


CRM agencies provide you with in-house CRM software to collect, track, and analyze essential information about your current and potential customers. A CRM agency can help you use the software to maximize your results, troubleshoot any IT issues, and optimize your strategies to drive more revenue.

Partner with the top CRM agency behind over $3 billion in revenue today

Our customer relationship management agency has over 25 years of experience behind our industry-leading software, Nutshell. So you can rest easy knowing that your CRM software is designed to maximize your sales and revenue.

When you partner with WebFX, our team acts as an extension of your current marketing team. We take the time to get to know you, your business, and your team to help you drive the best results for your company.

Maximize your ROI with industry-leading CRM software and an award-winning team today. Speak with one of our strategists by calling 888-601-5359 or contact us online today to learn more about how our CRM services can help grow your business!