Best CRM For Marketing Agency Revealed

Picture this: three client campaigns, ten Slack notifications, and your calendar screaming at you. Fun, right? Not really. That's where a CRM steps in. It tracks leads, tasks, and campaigns all on a clear visual dashboard. The latest addition of AI tools by these platforms will give you nudges whenever you might be forgetting something. You can finally spot which deals need attention before they get lost. 

Suddenly, you are not just pushing through life, you actually know what's going on and what's next. Deadlines? they no longer sneak up on you, and clients don't slip through the cracks anymore. Your team can collaborate without shouting across apps or emails. 

All this is only possible if you've selected the best CRM platform for your marketing agency. This is a challenge, as a little research on the internet will show you numerous options, each claiming to be the best one. So, how do you find the one that's right for you?  

In this guide, we've highlighted CRMs that make agency life a little less messy and a lot more manageable. 

For the agencies that want an all-in-one platform HubSpot CRM software stands out as the right choice. It provides an intuitive contact database, a reliable free tier, and built-in reporting that keeps client relations transparent. Additionally, the platform supports email campaigns, lead tracking, and collaborative handoffs so agencies can avoid buying separate marketing, sales, and service programs. 

Top Features 

• Contact management 
• Email tracking 
• AI content writer 
• Reporting dashboards 

Pricing 

HubSpot provides a free CRM with no credit card required, and offers seamless upgrades to premium tiers—Starter, Professional, and Enterprise—with pricing that varies by product. 

Disclaimer: The pricing is subject to change. 

Pros And Cons 

Pros 

• Pre-fills contact records by identifying companies from incoming emails 
• Connects WordPress and accounting tools to streamline sales processes 
• Offers customizable properties, workflows, and dashboards for flexible team management 

Cons 

• Overlapping email and ticketing features reduce independent email control 
• Lack of automatic currency conversion can result in incorrect financial reporting 

When enterprises need extreme customization and scale, Salesforce becomes a go-to choice for agencies with complex workflows. The Sales Cloud offers deep automation, robust reporting, and a vast AppExchange ecosystem that extends campaign capabilities. Admins can configure client engagement workflows and generate detailed reports, while integrations enable attribution, analytics, and third-party campaign tools. 

On top of that, AI-driven insights via “Salesforce Einstein” help teams prioritize leads and surface trends tied to revenue. While its “Einstein Trust Layer” ensures secure, compliant AI usage.  

Top Features 

• Buyer engagement 
• Performance management 
• Sales analytics 
• Revenue lifecycle management 

Pricing

The vendor offers multiple CRM suites with pricing based on feature depth and billing frequency: 

• Starter Suite – $25/user/month (billed monthly or annually) 
• Pro Suite – $100/user/month (billed annually) 
• Enterprise – $175/user/month (billed annually) 
• Unlimited – $350/user/month (billed annually) 
• Agentforce 1 Sales – $550/user/month (billed annually) 

Disclaimer: The pricing is subject to change.

Pros And Cons 

Pros 

• Centralized platform with automation, dashboards, and reporting 
• Streamlines the complete sales process from lead capture to deal closure 
• Tracks customer lifecycle and key metrics with robust integrations 

Cons 

• Advanced setups require external expertise for integration 
• The interface, while functional, may become clunky at times 

Offering modular apps and customization, Zoho CRM software provides agencies with a flexible ecosystem for multi-channel engagement. Canvas, layouts, and client scripts allow dashboards and modules to be tailored per account. AI Agents expedite the sales process by handling follow-ups. They provide recommendations and generate predictions through cadences and journey orchestration. 

Moreover, when paired with built-in analytics, teams can add clarity to their decision-making and act efficiently on lead and campaign data. 

Top Features 

• Forecasting 
• Territory management 
• Lead nurturing 
• Workflows 

Pricing  

The plans offered by Zoho are all billed monthly per user and include a 15-day free trial, except the Ultimate plan, which includes a 30-day free trial: 

• Free Edition – Free for 3 users 
• Standard – $20/user/month 
• Professional – $35/user/month 
• Enterprise – $50/user/month 
• Ultimate – $65/user/month 
• Team Users Add-on – $11/team user/month 

Disclaimer: The pricing is subject to change. 

Pros And Cons 

Pros 

• Automation streamlines sales and marketing operations 
• AI assistant accelerates detection of patterns across interactions for smarter decision-making 
• Smart AI Insights enhance workflows and simplify integrations with other tools 

Cons 

• Initial setup may require considerable configuration time 
• Free plan offers limited customization, restricting flexibility for advanced use 

Focusing on visual pipelines and activity-driven processes, Pipedrive CRM helps agencies stay organized and consistent with follow-ups. Automation templates and visual reporting keep sales goals aligned, while an integrations marketplace connects ad platforms and communication tools. 

Its simple, fast interface reduces training time and makes managing sales and client-related deals straightforward. The platform's emphasis on activities makes it easy for account teams to follow up consistently and close work on schedule. 

Top Features 

• Pipeline customization 
• Centralized contact database 
• Lead nurturing 
• Forecasting 

Pricing 

All plans include the core CRM, are billed monthly per seat, and come with a 14-day free trial: 

• Lite – $19/seat/month 
• Growth – $34/seat/month 
• Premium – $64/seat/month 
• Ultimate – $89/seat/month 

Disclaimer: The pricing is subject to change. 

Pros And Cons 

Pros 

• Easy to use with customizable fields and visual pipeline 
• Lead management with automation for follow-ups and reminders 
• Visual sales pipeline with adaptable stages for workflows 

Cons 

• Invoicing limited to QuickBooks integration 
• Basic built-in email marketing lacks bulk campaign support 

ActiveCampaign software combines CRM and automation capabilities. This combination helps businesses efficiently manage sales and client management. The platform particularly stands out for its branching workflows, lead scoring, and behavior-triggered sequences, which create tailored customer journeys. 

Furthermore, pipelines and task automation keep deals organized from awareness through conversion. 

Top Features 

• Marketing reporting 
• Segmentation 
• Win probability 
• Lead scoring 

Pricing 

The vendor offers a modular pricing structure with a 14 day free trial. Its modules include: 

• Email: Starting from $15/month 
• WhatsApp: Starting from $159/month 
• Email + WhatsApp: Starting from $81/month 

Disclaimer: The pricing is subject to change. 

Pros And Cons 

Pros 

• Extensive integrations and automation options support diverse workflows 
• Marketing and sales funnel visualization with automations and email design tools 
• Detailed automation and contact tagging enhance campaign management 

Cons 

• Reporting lacks advanced metrics for campaigns and automation 
• Automation builder is not intuitive; edits require restarting workflows 

Keap software (formerly Infusionsoft) provides small businesses and service providers with an all-in-one CRM. It helps sales teams handle contact management, lead capture, and sales pipelines while enabling automated emails, SMS campaigns, appointments, and payments. Prebuilt templates and migration support simplify the onboarding process for users and administrators. 

Workflow automation cuts repetitive tasks, while mobile access keeps data accessible. Gmail, PayPal, and QuickBooks integrations expand functionality. This makes Keap ideal for agencies handling multiple small accounts. 

Top Features 

• Contact organization 
• Custom lead forms 
• Landing pages 
• Email templates 

Pricing 

Keap offers a single all-in-one plan, giving access to the full platform at a straightforward monthly rate: 

• Platform Plan – $299/month (monthly billing) 

Disclaimer: The pricing is subject to change. 

Pros And Cons 

Pros 

• Flexible marketing automation streamlines repetitive tasks 
• Pipelines, automations, email builder, and segmentation enable targeted campaigns 
• Multi-campaign automation enhances marketing workflow efficiency 

Cons 

• System emails lack template integration and text-only sending option 
• Limited customization for order management and tracking active elements 

Marketing agencies using Google Workspace can keep everything in one place with Copper software. Leads, pipelines, and client communications live directly inside Gmail and Calendar, reducing friction and saving time. 

Automated contact syncing and pipeline tracking help teams stay on top of deadlines and follow-ups. Integration with other tools makes it easier to run campaigns and collaborate across platforms. 

Top Features 

• Organize contacts 
• Manage projects  
• Track deals 
• Automate tasks 

Pricing 

All Copper price plans are billed monthly on a per-seat basis, with four tiers available depending on features and scale: 

• Starter – $12/seat/month 
• Basic – $29/seat/month 
• Professional – $69/seat/month 
• Business – $134/seat/month 

Disclaimer: The pricing is subject to change. 

Pros And Cons 

Pros 

• Centralized client data management improves relationship tracking 
• Google Calendar and Gmail integration streamlines daily workflow 
• Pipeline stages support customizable field appending 

Cons 

• Document and email integration requires manual, time-consuming work 
• Scalability is limited for larger or complex organizations 

Freshworks CRM (Freshsales) combines a modern interface with Freddy AI to provide agencies with clear visibility from lead intent to closed deals. Multi-channel engagement, workflow automation, and built-in calling and email reduce manual tasks, while AI-driven lead scoring helps prioritize outreach. 

Additionally, dashboards and reporting simplify performance tracking, and the platform scales efficiently for growing teams with intuitive admin controls. 

Top Features 

• AI-powered assistance and insights 
• Automated workflows 
• 360° customer view 
• Visual sales pipeline 

Pricing 

All plans are billed monthly with a 21-day free trial. The three modules available based on features and scale are: 

Freshsales and Freshsales Suite 

• Free - $0 for users 
• Growth – $11/user/month 
• Pro – $47/user/month 
• Enterprise – $71/user/month 

Freshmarketer 

• Free - $0/month 
• Enterprise - $18/month 

Disclaimer: The pricing is subject to change. 

Pros And Cons 

Pros 

• Integrates phone, chat, and email into one cohesive platform 
• Simplifies setup with comprehensive CRM and ITSM capabilities 
• Enables tailored app creation through customizable deals and fields 

Cons 

• Workflow creation and report generation can require significant time 
• Development may be challenged by irregular API JSON structures 

For agencies seeking an affordable all-in-one platform, Agile CRM streamlines sales, marketing, and service in a single interface. It offers drag-and-drop marketing automation, web popups, lead scoring, email campaigns, and a landing page builder to capture and qualify prospects efficiently. 

Its easy implementation, mobile-ready SaaS platform, and integration APIs make it practical for agencies that want quick setup, consistent messaging, and full visibility across client pipelines. 

Top Features 

• Gamification 
• Telephony 
• Project management 
• Appointment scheduling 

Pricing

Agile CRM provides four pricing tiers designed to scale with different business requirements: 

• Free – $0 for 10 users 
• Starter – $8.99 
• Regular – $29.99 
• Enterprise – $47.99 

Disclaimer: The pricing is subject to change. 

Pros And Cons 

Pros 

• Intuitive interface simplifies email automation setup for responsive campaigns 
• Combines marketing, sales, and service in a single platform to reduce tool overlap 
• Kanban-style visual sales funnel provides clear visibility of lead stages 

Cons 

• Tracking code can slow down the downloading of outgoing email links 
• Reporting capabilities are limited 

The ultimate goal is to have a team that can effectively manage campaigns and track every lead without feeling exhausted or overwhelmed. A suitable CRM can help your team achieve this by guiding tasks, organizing information, and providing insights that simplify decision-making. Whether you're looking for AI assistance or automation, the right software can streamline your workflow and keep your clients satisfied. 

If you still have questions, feel free to reach out to our resource center for guidance specifically personalized to your team.