Today’s digital marketing agencies face tough competition. Customers are demanding more for less. All this means agencies need to speed up processes and find ways to satisfy their customers and uncover upsell opportunities.
This is where customer relationship management (CRM) software comes in. These tools help businesses drive customer engagement, enhance their marketing and outreach efforts, and drive more growth.
In this guide, we are going to go over some of the best CRM for digital marketing agency. We’ll help you understand what unique capabilities they offer, and which one you should choose.
Software Finder’s Picks For The best CRM for digital marketing agency:
- Pipedrive CRM: Ideal for all-in-one sales teams needing broad integrations and flexible pipelines
- HubSpot CRM Software: Ideal for teams that must unify marketing, sales, and support at scale
- Nimble: Ideal for agencies focused on LinkedIn prospecting and automated contact enrichment
- Zoho CRM Software: Ideal for businesses wanting omnichannel lead capture and real-time customer signals
- Copper Software: Ideal for teams working inside Google Workspace with Gmail-centric workflows
- Insightly: Ideal for agencies needing automation, advanced reporting, and sandbox testing
- Engagebay: Ideal for budget-conscious marketing teams that need email sequencing and call tracking
Software | Pricing | Features |
PipeDrive | 4 plans · starts at $19/seat/mo · 14-day free trial | If/else automation steps; Team inboxes; Meeting scheduler |
HubSpot | Multiple plans / 2 suites (varies by hub) · starts at $0 (Free Tools) or $15/seat for Starter · Free plan available | Association labels; Custom objects; Required fields |
Nimble CRM | 1 plan · starts at $29.90/seat/mo · 14-day free trial | Contact auto-enrichment; Email extensions; Web forms |
Zoho CRM | 4 plans · starts at $20/user/mo · 14-day free trial | SalesSignals (real-time activity insights); Campaign tags; Case escalation rules |
Copper CRM | 4 plans · starts at $12/seat/mo · 14-day free trial | Google Workspace (Gmail) integration; Team suggestions; Global activity feed |
Insightly | 3 plans · starts at $29/user/mo · 14-day trial for first two plans | Comprehensive audit logging; Sandboxes; Advanced reports |
Engage Bay | 4 plans · starts at $0/user/mo · Free plan available | 360-degree contact view; Auto dialer; Proposal analytics |
PipeDrive is an all-in-one software that offers features to improve customer experience and help improve a company’s bottom line. Businesses can use tools like email builder, analytics, lead magnets, and sales automation to streamline their processes.
Moreover, it supports integrations with 400+ third-party software, allowing businesses to seamlessly export data throughout their existing infrastructure. All these make PipeDrive an all-rounder platform that can help businesses in numerous industries, including real estate, travel agencies, and non-profit.
PipeDrive’s Features
- If/else steps
- Email syncs
- Team inboxes
- Deal management
- Customizable pipelines
- Meeting scheduler
PipeDrive Pricing
It offers four pricing plans, along with a 14-day free trial on all plans. Here are the plan details:
- Lite - $19/seat/month
- Growth - $34/seat/month
- Premium - $64/seat/month
- Ultimate - $89/seat/month
Disclaimer: The pricing is subject to change.
HubSpot’s also a comprehensive platform, but its CRM focuses more on unifying different parts of a business, such as sales, marketing, and customer support. Companies can use it to equip their teams with tools that help them engage effectively with prospects, segment their customer base for better visibility, and respond to customer queries in a timely manner.
Key Features
- Contact scoring
- Custom properties
- Association labels
- Custom objects
- Required fields
- Reporting dashboard
Pricing
The vendor offers two separate suites for businesses and enterprises, and the other for individuals and small teams. Here are the details:
For Businesses And Enterprises
- Marketing Hub Professional - $890/mo (3 core seats)
- Marketing Hub Enterprise - $3,600/mo (5 core seats)
For Individuals And Small Teams
- Free Tools - $0/mo
- Marketing Hub Starter - $15/mo/seat
- Starter Customer Platform - 15/mo/seat
- Marketing Hub Professional - $890/mo (3 core seats)
Disclaimer: The pricing is subject to change.
Nimble CRM offers customizable workflows, automation tools, and templates that let marketing agencies streamline the majority of their repetitive tasks. Businesses can also sync their team’s Google and Microsoft 365 contacts, emails, and calendars. This helps them manage and simplify contact management.
One of its unique features, Nimble Prospector, can help capture and nurture leads directly from LinkedIn, making it a good choice for businesses whose target audience is on the platform.
Key Features
- Tasks and notes
- Calls and events
- File attachments
- Contact auto-enrichment
- Email extensions
- Web forms
Pricing
The vendor offers a single plan, priced at $29.90/user/month. Users can also get a 14-day free trial.
Disclaimer: The pricing is subject to change.
Zoho CRM puts emphasis on omnichannel communication, ensuring businesses get leads from every platform their customers are on. The platform also stores interaction information on all accounts, deals, and leads, providing a bird’s-eye view of all customer engagement initiatives.
It stands out due to its ‘SalesSignals’ feature, which provides real-time insight into customers' activity while they are browsing a company’s website, reading emails, or engaging with the brand through other mediums.
Key Features
- 360 client management
- Attachable deals
- Social media management
- Campaign tags
- Schedules
- Case escalation rules
Pricing
The vendor offers four pricing plans, along with a 14-day free trial. The following are the plan names and pricing:
- Standard - $20/user/month
- Professional - $35/user/month
- Enterprise - $50/user/month
- Ultimate - $65/user/month
Disclaimer: The pricing is subject to change.
Copper CRM is an ideal choice for digital marketing agencies that do most of their work on Google Workspace and use tools like Gmail, Gemini, and Google Drive. Businesses can connect their Google Workspace accounts and have Copper CRM pull all essential information, like email conversations and contact information. This helps save time and eliminates the chances of error.
Other than that, it offers a range of features like reporting tools, email builders, deal tracking tools, and more to help agencies engage with their customers better.
Key Features
- Live chats
- Custom fields
- Mobile app
- File uploading
- Team suggestions
- Global activity feed
Pricing
The vendor offers four pricing plans, plus a 14-day free trial. Here are the plan details:
- Starter - $12/seat/month
- Basic - $29/seat/month
- Professional - $69/seat/month
- Business - $134/seat/month
Disclaimer: The pricing is subject to change.
Insightly gives agencies the ability to automate processes, so they can focus on providing better services to their clients. Agencies can use the platform to create effective buyer journeys, perform A/B testing, and create and customize email templates.
Moreover, they can manage leads and sales pipelines, prioritize leads based on pre-defined metrics, and provide real-time analytics.
Key Features
- Advanced reports
- Pre-built business dashboards
- Comprehensive audit logging
- Lead assignment and routing
- Lead and contact management
- Sandboxes
Pricing
It offers three pricing plans for its CRM suite, along with a 14-day trial for the first two. Here are the details:
- Plus - $29/user/month
- Professional - $49/user/month
- Enterprise - $99/user/month
Disclaimer: The pricing is subject to change.
Engage Bay is a CRM that enhances customer engagement with tools for scheduling appointments, sharing calendar links, deal management, and email sequencing.
It’s especially helpful in tracking emails and sends alerts for when a customer opens an email, visits a landing page, downloads a document, or unsubscribes from a service.
Key Features
- 360-degree contact view
- Auto dialer
- Proposal analytics
- Call scripts
- Custom reporting
- Live chat
Pricing
The vendor offers a free plan, along with three paid plans. The plan details are:
- Free - $0/user/month
- Basic - $11.04/user/month
- Growth - $42.49/user/month
- Pro - $67.99/user/month
Disclaimer: The pricing is subject to change.
Below are some of the reasons why digital marketing agencies need a CRM:
Access To Advanced Analytics
Agencies need advanced analytics and reporting tools to review their customer engagement campaigns and find areas for improvement.
Enhanced Customer Satisfaction
Marketing agencies need to have good relationships with their clients. It’s important because they need to make sure they get more business from them.
Personalized Campaigns
With so much automation in the marketing space, businesses need to make sure they are reaching out to their customers with personalized messages, and CRMs help them do that.
Customer Feedback
Businesses need to gather, store, and analyze the feedback they get from customers. It helps them improve their existing processes, services, and products.
Choosing the right CRM needs extensive evaluation of the platform. However, these are some of the things you must consider before making a purchase:
- Automation: A CRM platform without native automation capabilities can actually do more harm than good. Make sure the software you are selecting has features that can streamline workflows and are customizable.
- Lead Scoring: Agencies sometimes get hundreds or thousands of leads in a month. To avoid manually sifting through these leads, you should look for software that offers some sort of lead scoring tool.
- Integrations: Make sure the software integrates seamlessly with your existing tools and applications you are using.
- Customizability: A rigid or less customizable platform won’t be that big of a help for your company. Look for one that can be tailored to your specific needs.
If you can’t decide which CRM to choose for your digital marketing agency and want an expert opinion, we have you covered. Contact us at (661) 384-7070 and talk to our software consultants to get tailored suggestions for your business.