Find the best CRM and sales tools for agencies. We evaluated the top solutions for digital agencies managing multiple clients who need collaboration, white-labeling, and reporting based on pricing, features, and real user reviews.
Best CRM & Sales Software for Agencies
Selection Criteria
- Pipeline management
- Contact management
- Integrations
- Reporting
- Mobile access
Top Picks
Best overall for agencies
From Free – custom
Pros
- •Excellent multi-client management that agencies teams consistently praise
- •Strong collaboration makes it accessible for agencies users
- •Reliable white-label options with regular updates and improvements
- •Positive user reviews across 4.5/5 rating
- •Good integration ecosystem for agencies workflows
Cons
- •May require initial setup time for agencies teams
- •Some advanced features may not be needed by all agencies users
- •Premium pricing could be a consideration for budget-conscious agencies teams
- •Learning curve for full feature utilization
- •Mobile experience could be improved
Best value for agencies
From $14–$99/user/mo
Pros
- •Excellent multi-client management that agencies teams consistently praise
- •Strong collaboration makes it accessible for agencies users
- •Reliable white-label options with regular updates and improvements
- •Positive user reviews across 4.4/5 rating
- •Good integration ecosystem for agencies workflows
Cons
- •May require initial setup time for agencies teams
- •Some advanced features may not be needed by all agencies users
- •Premium pricing could be a consideration for budget-conscious agencies teams
- •Learning curve for full feature utilization
- •Mobile experience could be improved
Best features for agencies
From $25–$300+/mo per user
Pros
- •Excellent multi-client management that agencies teams consistently praise
- •Strong collaboration makes it accessible for agencies users
- •Reliable white-label options with regular updates and improvements
- •Positive user reviews across 4.4/5 rating
- •Good integration ecosystem for agencies workflows
Cons
- •May require initial setup time for agencies teams
- •Some advanced features may not be needed by all agencies users
- •Premium pricing could be a consideration for budget-conscious agencies teams
- •Learning curve for full feature utilization
- •Mobile experience could be improved
Best for growing agencies
From $25-79/mo
Pros
- •Excellent multi-client management that agencies teams consistently praise
- •Strong collaboration makes it accessible for agencies users
- •Reliable white-label options with regular updates and improvements
- •Positive user reviews across 4.3/5 rating
- •Good integration ecosystem for agencies workflows
Cons
- •May require initial setup time for agencies teams
- •Some advanced features may not be needed by all agencies users
- •Premium pricing could be a consideration for budget-conscious agencies teams
- •Learning curve for full feature utilization
- •Mobile experience could be improved
Best for agencies teams
From Free – $35/agent/mo
Pros
- •Excellent multi-client management that agencies teams consistently praise
- •Strong collaboration makes it accessible for agencies users
- •Reliable white-label options with regular updates and improvements
- •Positive user reviews across 4.3/5 rating
- •Good integration ecosystem for agencies workflows
Cons
- •May require initial setup time for agencies teams
- •Some advanced features may not be needed by all agencies users
- •Premium pricing could be a consideration for budget-conscious agencies teams
- •Learning curve for full feature utilization
- •Mobile experience could be improved
Best for scaling agencies
From $9–$69/user/mo
Pros
- •Excellent multi-client management that agencies teams consistently praise
- •Strong collaboration makes it accessible for agencies users
- •Reliable white-label options with regular updates and improvements
- •Positive user reviews across 4.3/5 rating
- •Good integration ecosystem for agencies workflows
Cons
- •May require initial setup time for agencies teams
- •Some advanced features may not be needed by all agencies users
- •Premium pricing could be a consideration for budget-conscious agencies teams
- •Learning curve for full feature utilization
- •Mobile experience could be improved
Pricing Summary
HubSpot starts at Free – custom, while most agencies-friendly options offer competitive pricing.
Comparison Table
| Tool | Rating | Price From | Best For | Key Strength |
|---|---|---|---|---|
| HubSpot | 4.5 | Free – custom | Best overall for agencies | multi-client management |
| Pipedrive | 4.4 | $14–$99/user/mo | Best value for agencies | multi-client management |
| Salesforce | 4.4 | $25–$300+/mo per user | Best features for agencies | multi-client management |
| Close CRM | 4.3 | $25-79/mo | Best for growing agencies | multi-client management |
| Freshdesk | 4.3 | Free – $35/agent/mo | Best for agencies teams | multi-client management |
| Freshsales | 4.3 | $9–$69/user/mo | Best for scaling agencies | multi-client management |
FAQs
What is the best CRM and sales tool for agencies?
Based on our comprehensive evaluation, HubSpot is the best CRM and sales tool for agencies in July 20. It earned a 4.5/5 rating and excels at meeting the specific needs of digital agencies managing multiple clients who need collaboration, white-labeling, and reporting.
How much does CRM and sales software cost for agencies?
CRM and sales tools for agencies range from free tiers to enterprise plans. HubSpot starts at Free – custom, while budget-friendly alternatives starting from lower price points are available.
What features should agencies look for in CRM and sales software?
When evaluating CRM and sales tools for agencies, prioritize pipeline management, contact management, integrations. These factors most directly impact daily productivity and return on investment for agencies teams.
Can agencies use free CRM and sales tools effectively?
Yes, several CRM and sales platforms offer generous free tiers suitable for agencies. We recommend testing free versions to evaluate fit before committing to paid plans.
What is the easiest CRM and sales tool for agencies to implement?
Implementation difficulty varies, but HubSpot is known for straightforward setup, making it an excellent choice for agencies teams that want to get started quickly.
How do I choose between different CRM and sales tools for agencies?
Consider your team size, budget, technical expertise, and specific workflow needs. Our comparison table above shows how each top pick stacks up across key criteria.
Are there CRM and sales tools designed specifically for agencies?
Yes, many CRM and sales platforms offer features tailored to agencies. Our reviews detail which tools work best for different types of agencies teams.
How often should agencies review their CRM and sales tool choice?
We recommend evaluating your CRM and sales stack annually or when your team grows significantly. The software landscape evolves rapidly with new features and entrants.
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