Best CRM Software for Agencies (2026)

HubSpot is a powerful CRM platform with strong marketing automation capabilities, making it ideal for agencies that prioritize lead generation and marketing. The platform offers a free CRM tier with contact management, deal tracking, email integration, and basic reporting. Paid tiers add marketing automation, sales automation, service hub features, and advanced analytics. HubSpot excels at inbound marketing, lead nurturing, email campaigns, and marketing attribution—features that help agencies generate and convert leads.

The CRM includes contact and company management, deal pipelines, activity tracking, document storage, and email integration. Marketing features include landing pages, forms, email marketing, lead scoring, and marketing automation workflows. However, HubSpot lacks integrated project management and billing features, so agencies need separate tools for project delivery and invoicing. The platform is more focused on sales and marketing than client relationship management for service delivery. While powerful, HubSpot can feel complex for agencies that primarily need client management rather than marketing automation.

Pricing starts with a free CRM tier, which includes basic features. Paid tiers start at $20/month for Starter plans, with Professional plans starting around $800/month for marketing automation. HubSpot uses a "freemium" model where advanced features require significant investment. The platform offers excellent value for agencies focused on lead generation and marketing, but can be expensive for agencies that primarily need client management. Setup requires configuration, especially for marketing automation, but HubSpot provides excellent documentation and training resources. Customer support is available on paid plans. HubSpot is best for marketing agencies that prioritize lead generation and don't mind using separate tools for project management and billing.

Salesforce is the industry-leading CRM platform, offering comprehensive customer relationship management with extensive customization and integration capabilities. The platform includes contact and account management, opportunity tracking, sales forecasting, marketing automation, service cloud, and extensive reporting and analytics. Salesforce excels at handling complex sales processes, large customer databases, and enterprise-level requirements. Agencies appreciate the platform's scalability, extensive AppExchange marketplace, and robust security features.

The platform is highly customizable, allowing agencies to build custom objects, workflows, and automations tailored to their specific needs. Salesforce includes strong reporting and analytics, helping agencies understand sales performance, customer behavior, and business metrics. However, Salesforce lacks integrated project management and billing features, requiring separate tools or custom development. The platform can feel overwhelming for smaller agencies due to its complexity and extensive feature set. Setup and customization require significant time and expertise, often necessitating Salesforce consultants or developers.

Pricing starts at $25/user/month (billed annually) for the Essentials plan, with Professional plans starting at $75/user/month. Enterprise plans can exceed $300/user/month. Salesforce is expensive, especially when adding required features and integrations. The platform offers excellent value for large agencies with complex requirements, but may be overkill for smaller agencies. Setup requires significant configuration, and many agencies hire Salesforce consultants. Customer support is available, and Salesforce has extensive documentation and training resources. Salesforce is best for enterprise agencies that need comprehensive CRM capabilities and have the budget and resources for setup and maintenance.

Pipedrive is a sales-focused CRM designed around pipeline management, making it ideal for agencies that prioritize sales and deal tracking. The platform uses a visual pipeline interface where deals move through stages, making it easy to see where each opportunity stands. Pipedrive excels at sales activity management, helping agencies track calls, emails, meetings, and follow-ups. The platform includes contact and company management, deal tracking, activity logging, email integration, and reporting focused on sales performance.

The platform is intuitive and easy to use, with a focus on sales workflow rather than complex customization. Pipedrive includes automation features, email templates, and integrations with communication tools. However, Pipedrive lacks integrated project management and billing features, so agencies need separate tools for project delivery and invoicing. The platform is more focused on sales than client relationship management for service delivery. While excellent for managing sales pipelines, Pipedrive may feel limited for agencies that need comprehensive client management beyond the sales process.

Pricing starts at $14.90/user/month (billed annually) for the Essential plan, which includes core CRM features. Advanced plans start at $24.90/user/month and add automation, reporting, and integrations. Pipedrive offers good value for sales-focused agencies, though per-user pricing can add up for larger teams. Setup is straightforward, and Pipedrive provides good templates and documentation. Customer support is available, and the platform has a strong reputation among sales teams. Pipedrive is best for agencies that prioritize sales pipeline management and are okay using separate tools for project management and billing.

Dubsado combines CRM functionality with client management, forms, proposals, contracts, and invoicing—making it a comprehensive solution for freelancers and small agencies. The platform excels at client onboarding with customizable intake forms, proposals, and contracts that automatically populate client information. Dubsado includes contact management, project tracking, time tracking, invoicing, and basic reporting. The platform is particularly popular among creative professionals who need to manage the complete client lifecycle from lead to project completion.

What sets Dubsado apart is its form automation and workflow capabilities. Agencies can create custom forms, proposals, and contracts that automatically trigger workflows, send follow-up emails, and create projects. The platform includes client portals where clients can access their projects, submit forms, view invoices, and make payments. However, Dubsado's CRM features are more basic than dedicated CRM platforms, and the project management capabilities are limited compared to dedicated PM tools. The platform is best for solo practitioners and small teams rather than larger agencies.

Pricing is competitive at $20/month for the Starter plan or $40/month for the Premier plan (billed annually). The platform offers good value for freelancers and small agencies, combining CRM, forms, proposals, contracts, and invoicing in one place. Setup requires some learning curve due to the extensive customization options, but Dubsado provides good tutorials and templates. Customer support is available via email, and the platform has an active community forum. Dubsado is best for freelancers and small agencies that want comprehensive client management without the complexity of enterprise tools.

HoneyBook is an all-in-one business management platform for creative professionals, combining CRM, project management, invoicing, contracts, and client communication. The platform is designed for solo practitioners and small creative teams who want everything in one place without the complexity of enterprise tools. HoneyBook includes contact management, project tracking, proposal creation, contract management, invoicing, and client portals. The platform excels at workflow automation, allowing users to create custom workflows for client onboarding, project delivery, and follow-up.

The CRM aspect includes contact management, activity tracking, and communication history. Clients can access their portal to view projects, proposals, contracts, and invoices. HoneyBook includes templates for proposals, contracts, and invoices, which saves significant time for creative professionals. However, HoneyBook's CRM features are more basic than dedicated CRM platforms, and the project management capabilities are limited compared to dedicated PM tools. The platform is best for solo practitioners and small teams rather than larger agencies needing advanced CRM features.

Pricing starts at $39/month for the Essentials plan, making it affordable for solo practitioners. Advanced features and white-labeling require higher-tier plans. The platform is intuitive and requires minimal training, which is a major advantage for busy creatives. While excellent for solo practitioners, larger agencies may find it limiting in terms of team collaboration features and CRM customization. Customer support is generally responsive, and the platform offers good mobile apps. HoneyBook is best for creative professionals who want comprehensive client management without the complexity of enterprise tools.

Copper (formerly ProsperWorks) is a CRM designed specifically for Google Workspace users, offering deep integration with Gmail, Google Calendar, and Google Drive. The platform automatically syncs emails, calendar events, and contacts from Google Workspace, making it easy to track client communications without leaving Gmail. Copper includes contact and company management, deal tracking, activity logging, and reporting. The platform is intuitive for teams already using Google Workspace, as it feels like a natural extension of their existing tools.

The Gmail integration is Copper's standout feature—agencies can track emails, log activities, and manage deals directly from Gmail. The platform includes pipeline management, custom fields, and automation features. However, Copper lacks integrated project management and billing features, so agencies need separate tools for project delivery and invoicing. The platform is more focused on sales and contact management than comprehensive client relationship management for service delivery. While excellent for Google Workspace users, agencies using other email platforms may not benefit from Copper's main advantage.

Pricing starts at $25/user/month (billed annually) for the Basic plan, which includes core CRM features. Professional plans start at $49/user/month and add advanced features and automations. Copper offers good value for Google Workspace users, though per-user pricing can add up for larger teams. Setup is straightforward, especially for teams already using Google Workspace. Customer support is available, and Copper provides good documentation. Copper is best for agencies using Google Workspace that want seamless Gmail integration and are okay using separate tools for project management and billing.

Insightly combines CRM functionality with project management, making it attractive to agencies that want to connect client relationships with project delivery. The platform includes contact and company management, opportunity tracking, project management, task tracking, and basic reporting. Insightly allows agencies to link projects to contacts and opportunities, providing visibility into the relationship between sales, client management, and project delivery. The platform includes email integration, document storage, and basic automation features.

The project management features include task tracking, milestones, and basic project views, though they're less comprehensive than dedicated PM tools. Insightly excels at connecting CRM data to projects, helping agencies see the complete client journey. However, the platform lacks integrated billing and invoicing features, so agencies need separate tools for financial management. The project management capabilities are basic compared to dedicated PM tools, and the CRM features are less sophisticated than dedicated CRM platforms. Insightly is a good middle ground for agencies that want CRM-PM integration but don't need advanced features in either area.

Pricing starts at $29/user/month (billed annually) for the Plus plan, which includes CRM and basic project management. Professional plans start at $49/user/month and add advanced features. Insightly offers good value for agencies wanting CRM-PM integration, though per-user pricing can add up. Setup requires configuration, but Insightly provides good templates and documentation. Customer support is available, and the platform has a solid reputation. Insightly is best for agencies that want CRM and project management in one platform but don't need advanced features in either area, and are okay using separate billing tools.