Part 11. AI-Driven CRM Software: SaaS vs. Marketing Agencies - Which Is Best for Your Business?
We asked ourselves the same question a year ago.
The explosion of AI-driven tools since the end of 2023 has opened up a world of possibilities for businesses looking to scale, improve efficiency, and deepen customer relationships. At the heart of this revolution is AI-driven CRM (Customer Relationship Management) software, which automates key processes like lead nurturing, customer communication, and sales tracking.
But here’s the kicker: Should you get your all-in-one AI CRM solution through a SaaS company or opt for it via a marketing Agency?
Based on what we have researched and experienced first-hand, both paths have their merits—and their drawbacks.
In this short article, I’ll do my best to break down the Pros and Cons of each option, helping you decide what’s best for your business.
SaaS vs. SMMA? Most business owners will have to ask themselves this question at some stage - Let's see if our experience can shed light on which path you might want to follow.
The SaaS Route: Direct Access to AI CRM Platforms
What’s SaaS?
Let’s begin with the basics if you are still relatively new to the online marketing / CRM world.
Software as a Service (SaaS) allows businesses to subscribe to cloud-based platforms like HighLevel or HubSpot. These platforms typically charge a monthly fee and provide users with direct access to tools that streamline workflows.
PROS of Using SaaS for AI-Driven CRM
Cost-Effective for Startups
SaaS platforms offer tiered pricing models, which makes them accessible for businesses of all sizes. If you’re a startup on a budget, you can start small and scale as you grow.Direct Control and Customization
With SaaS tools, you’re in the driver’s seat. You can configure workflows, integrate with your favorite tools, and adjust settings to suit your specific needs.Access to Cutting-Edge Features
SaaS companies like HighLevel roll out frequent updates, giving you access to the latest AI advancements like automated email personalization, predictive analytics, and chatbots.Easy Scalability
Need more users or features? Most SaaS platforms make it simple to upgrade your plan, so your CRM grows with your business.Instant Onboarding
Sign up today, and you can start using the software within hours. No need to wait for a third party to implement it for you.
Cons of Using SaaS for AI-Driven CRM
A Steep Learning Curve
Let’s be real and honest: AI CRM tools are powerful, but mastering them takes time. Based on our experience, it took us 6 months to learn the basics before starting setting up and connecting the HighLevel machine to our operations. Without prior experience, you might struggle to configure workflows or maximize their potential as fast as we did.DIY Troubleshooting
If something goes wrong or you hit a snag, you’re often stuck wading through help articles or waiting for customer support.Time-Consuming Management
While SaaS platforms streamline tasks, they still require your attention. Managing campaigns, tracking leads, and interpreting analytics can pull you away from other priorities.Overwhelming Features
Many SaaS platforms pack in features, but not all of them will be relevant to your business. Sorting through the noise can be frustrating.
The Marketing Agency Route: Managed CRM Solutions
What’s an Agency-Led CRM Approach?
Instead of subscribing to a SaaS platform directly, you work with an e-marketing Agency (like ours) that uses the AI-driven CRM software it has expertise in on your behalf.
They handle setup, management, and execution, giving you a hands-off experience.
Pros of Using an Agency for AI-Driven CRM
Expertise at Your Fingertips
Agencies are staffed with seasoned marketers who know how to leverage AI CRM tools effectively. They’ll handle everything from campaign strategy to data analysis, so you don’t have to.Time Savings
Let’s face it: Running a business is a full-time job. Agencies take the burden of CRM management off your plate, freeing up time for you to focus on growth.Tailored Strategies
Good agencies don’t just plug you into a one-size-fits-all tool—they craft strategies that align with your unique goals. Whether it’s lead generation, customer retention, or boosting sales, they’ll customize the approach.Scalability Without the Headache
As your business grows, agencies can and will adjust your CRM setup to match. Whether you’re expanding your customer base or launching new services, they’ll ensure your CRM scales seamlessly.Proven Results
Agencies should now be able to offer AI-driven CRM capabilities with traditional marketing expertise, giving you the best of both worlds. Which is what we, at THE 9 KEYS, are also striving for.
Cons of Using an Agency for AI-Driven CRM
Higher Upfront Costs
Agencies do charge a premium for their expertise, which makes sense I hope, making this option pricier than a direct SaaS subscription.Less Direct Control
You’re trusting the agency to manage your CRM, which means less hands-on involvement. This can be a drawback if you like to stay closely involved in your marketing efforts.Dependency on External Partners
While agencies are great for support, relying on an external partner can be risky if they don’t deliver results or if you eventually want to transition to in-house management.Potential Misalignment
Not all agencies take the time to fully understand your brand. Choosing the wrong partner can lead to generic campaigns that miss the mark.
So, Which Option Is Right for You?
The choice between SaaS and a marketing agency comes down to your business’s resources, goals, and expertise. Here’s a quick comparison:
Key decision-making criteria to assess prior to opt for a SaaS or a Marketing Agency
Let’s try to do a final comprehensive break down to summarize what was mentioned above:
Go SaaS if…
You’re working with a tight budget and need a solution that’s affordable upfront.
You consider yourself or someone on your team tech-savvy, have the time to learn, and want full control over your CRM.
You love experimenting with campaigns and data insights, and have already some valuable hands-on marketing experience under your belt.
Or go with an Agency if…
You’re ready to save time and let the experts handle the heavy lifting.
You want tailored strategies that align with your business goals.
You’re in it for the long haul and want scalable solutions that grow with you.
Final Thoughts: Choose What Works for Your Business
In the end, it truly boils down to understanding what works best for your business.
If we are to simplify a bit, if you happen to be tech-savvy, have a tight budget, love getting hands-on and have plenty of time to dedicate to learning an extensive platform like HighLevel, SaaS is certainly an excellent option. Platforms like HighLevel empower you to automate and optimize your marketing efforts—if you’re willing to invest the time to learn.
On the other hand, if your plate is already full or you’re looking for expert guidance, a marketing Agency is the way to go. They’ll not only take the workload off your shoulders but also bring a level of expertise and strategy that SaaS platforms alone can’t match.
Whichever route you choose, the key is to leverage AI-driven CRM software to its full potential.
In today’s competitive landscape, those who embrace these tools—whether directly or through an agency—will have the edge.
