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CRM

Semrush CRM Update: Jumpstart Client Management with Digital Marketing Checklists

Leverage the power of checklists for your project management via Semrush CRM

Semrush CRM users can now get more guidance on client management by using the new Task Checklists feature. 

These digital marketing checklists work well with an existing client or for onboarding a new client. The feature helps prioritize tasks to ensure the agency is on track with client success.
 

Client Management Made Easy With Task Approval and Task Commenting In Client Portal

New Task Approval and Commenting Capabilities in Client Portal Make Client Management Easier Looking for a way to digitally manage client relationships all in one place? Well, we have good news for you! 

Semrush is excited to announce that our Client Portal has gained two new features that will make life so much easier for agencies and clients alike: task approval and task commenting! 

 

Semrush CRM Updates: Get Enriched Data on Prospects and Leads

Does your agency spend a significant amount of time and energy evaluating the quality of your leads? At Semrush, one of our biggest initiatives is to help digital marketers scale and streamline lead generation so they can grow their book of business. Read more...

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Semrush CRM: Tasks in Client Portal

Add more transparency to your reporting by using Tasks – a new feature within Semrush's CRM Client Portal. It allows your clients to see details about ongoing projects that you had previously shared with them via Client Portal. Read more...

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Semrush CRM (Client Manager): Import Issues from Site Audit and Clients from Your Projects

We’re continuing to build internal bridges between our tools to bring more simplicity to your workflows. Both of today's updates are set to optimize your work with the CRM (Client Manager). Read more...

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Free Interactive Demo in Client Portal

This fresh update is fully inspired by your valuable feedback, for which we are deeply grateful! We have recently enhanced the Сlient Portal functionality with a new feature, giving you access to the Client Portal free demo page. It allows you to see what's inside the product from the agency client’s perspective. Read more...

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Client Portal in the Agency Growth Kit

The Agency Growth Kit keeps gaining momentum! Today we’re presenting a new feature inside the CRM Tool, Client Portal, set to help agencies streamline one of their most demanding and time-consuming workflows – reporting. Read more...

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CRM: Safe File Storage with the Docs Feature

We’re continuing to turn the CRM tool into your number one reliable helper, regardless of your working pace or scope of tasks. Today, we’re happy to present another smart solution inside the tool, aiming to spare you from the struggle of routine work. Read more...

File storage in client management software

Client Manager: Add Related Links and View Your Project Metrics in One Place

Our Client Manager is gaining momentum and is all set to provide you with even more handy features for managing customers and organizing the scope of work performed for them. Let’s see what’s new. Read more...Client Manager: new features

Create Tasks in Client Manager

The ability to manage multiple workflows is a crucial skill when it comes to interacting with your clients. Even hardcore online marketing professionals can get lost in the volumes of data and different processes. Keeping that in mind, we have equipped Client Manager – our tool for managing customers and organizing the scope of work performed for them inside Semrush – with a brand-new handy feature. Read more...Tasks in Client Manager