SEOCRM logo

SEOCRM

by SEOCRM · Since 2019
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ActiveAvailable globallyCloud
Quick facts
VendorSEOCRM
Year launched2019
StatusActive
LocationSalt Lake City, US
Countries servedGlobal
Languages1
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesNO
Last reviewed: May 2026

About SEOCRM

SEOCRM is an all-in-one cloud-based CRM and project management platform designed specifically for SEO, SEM, PPC, web design, development, and digital marketing agencies, helping teams centralize project management, sales, invoicing, reporting, customer support, lead management, recurring tasks, collaboration, billing, and client communication within one accessible workspace for streamlined operational efficiency.

SEOCRM provides digital agencies with a centralized platform for managing projects, sales pipelines, client relationships, invoicing, support requests, and recurring workflows through a cloud-based interface accessible across devices. The software supports SEO, PPC, web design, web development, and other digital marketing projects by allowing users to create smart task systems, recurring schedules, assign roles, manage fulfillment, track progress, and collaborate with teams efficiently. Agencies can manage leads, convert prospects into projects, create proposals, invoices, contracts, and payment records while handling customer interactions through a unified support environment. The platform also offers Kanban and Gantt views for project visualization, client access permissions, time management functionality, reporting, and performance tracking. Billing management supports payment collection through methods such as PayPal and Stripe while enabling project-based, hourly, monthly, or performance-driven billing structures. SEOCRM emphasizes affordability, scalability, and simplified business management by combining sales, support, project execution, reporting, and CRM functionality in one system, reducing reliance on spreadsheets or disconnected software while helping agencies automate operations and improve productivity, customer retention, workflow visibility, and sales performance.

Pros & Cons

Pros
  • Affordable pricing supports agencies managing projects, clients, billing, efficiently together
  • Cloud accessibility enables remote work, collaboration, and flexible project management
  • Combines CRM, projects, support, invoicing, reporting, and sales management seamlessly
  • Recurring task automation improves consistency, scheduling, and workflow efficiency significantly
Cons
  • Advanced integrations beyond payment systems are not clearly extensively documented
  • Feature-rich interface may require onboarding for teams unfamiliar with CRM systems
  • Specialized focus favors digital agencies over broader enterprise business requirements

Features

Key features

Smart Project Management

Enables SEO, PPC, development, and marketing teams to create recurring tasks, assign responsibilities, monitor project progress, collaborate efficiently, automate workflows, and manage fulfillment timelines through organized Kanban and Gantt project views.

Sales Management

Supports proposal management, deal tracking, reminders, opportunity management, payment tracking, notes, and customer pipeline visibility for improving sales conversion performance and reducing missed opportunities.

Task Automation

Simplifies workflow execution through recurring tasks, smart scheduling, auto-generated assignments, deadlines, collaboration tools, employee responsibilities, and customized project task templates for improved consistency and efficiency.

Billing and Invoicing

Allows businesses to generate invoices, proposals, contracts, payment tracking records, and manage online payments using integrated payment methods including PayPal and Stripe for streamlined financial operations.

Lead Management

Helps agencies collect, organize, distribute, monitor, and convert leads into paying customers using centralized records, reminders, notes, activity logs, and structured sales processes for improved customer acquisition performance.

Additional features

Project Management

Allows agencies to manage SEO, PPC, development, marketing, and website projects using recurring tasks, assignments, collaboration, fulfillment tracking, client access, Kanban views, Gantt visualization, metrics, and structured workflows from one centralized dashboard.

Sales Management

Provides dashboards for managing proposals, invoices, contracts, opportunities, payments, estimates, reminders, tasks, pipeline activities, and deal progression to improve sales visibility and close opportunities efficiently.

Billing and Invoicing

Simplifies invoice generation, billing records, payment collection, proposal management, subscription tracking, and transaction organiz

Lead Management

Helps teams record, organize, distribute, monitor, convert, and manage sales leads through web forms, reminders, notes, activity logs, manual entries, and customer tracking for stronger pipeline management.

Task Management

Supports smart recurring tasks, task templates, auto-generated scheduling, employee assignments, priorities, project collaboration, workflow tracking, accountability, deadlines, fulfillment monitoring, and better execution consistency for agency operations.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
2
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇮🇳INR

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