It is nearly impossible for a marketing agency to scale without a convincing customer relationship. As the global digital marketing and advertising industry expands, it is expected to surpass $786.2 billion milestone by 2026.
Staying organized without a central command center is challenging. Scattered information, miscommunications among teams, and late deliveries hinder client retention. A CRM for a marketing agency gives flexibility and enables workflow automation.
To improve the CLV (Customer Lifetime Value) and agency growth, there needs to be well-synchronized teamwork. CRM software provides significant assistance throughout the customer journey.
In this post, we are going to uncover the 9 best CRM solutions for marketing agencies. This can become a helpful resource for managing the clients and teams in one place without extraordinary hassle.
Take Away:
“CRM software for marketing agencies offers significant assistance in terms of client communication, lead generation, and team management. HubSpot, PipeDrive, ClickUp, Zoho CRM, and Salesforce are some prevalent CRM choices.”
What is CRM for Marketing Agencies?
A CRM is software that collects customer information, processes it, and uses it for various marketing purposes. Marketing agencies sell services and expertise and need a constant sales pipeline.
Services are a core business that they sell to their customers. So they need a different set of tools and resources in the process. Their customer journey usually contains the following steps:
- Prospecting
- Pitching
- Onboarding
- Project Execution
- Client Reporting
- Retention
The best CRM software for marketing agencies should handle both the sales and delivery processes throughout the customer journey and have capabilities beyond lead generation.
An AI-powered CRM can be a great addition to agency resources. HubSpot stands tall in all aspects with enhanced AI features for prospecting and customer service.
Importance of CRM for Marketing Agencies
Spending money on CRM is not just an expense for marketing agencies; it is an investment. They make it possible to deliver quality service to meet the customers’ needs. Why CRM is important for marketing agencies?
- Necessary for organizing the client information and interaction
- Helps in improving customer retention
- A must-have resource for scalability
- Required to increase team performance and productivity
- Adds consistent leads in the sales pipeline through automated prospecting
It gives control over the client data handling, analysis, and team access. Files can be shared with the relevant team members in a few clicks. Project managers can clearly understand the project timeline, progress, and client feedback.
| CRM | Stand-out Feature | Best For |
|---|---|---|
| HubSpot | Powerful all-in-one marketing, sales, and automation suite. | Marketing agencies looking for a scalable, all-in-one platform with built-in email, automation, and reporting tools. |
| Pipedrive | Visual sales pipelines and automation builder. | Agencies that need a simple, sales-focused CRM with drag-and-drop deal tracking. |
| ClickUp | CRM-style task & workflow management inside a project management tool. | Agencies that want CRM + project management in one dashboard. |
| Insightly | Built-in project management + relationship linking. | Agencies managing complex client relationships and post-sale projects. |
| Zoho | Affordable customization and an AI-powered sales assistant. | Budget-conscious agencies seeking a flexible, AI-enabled CRM with deep customization. |
| Close | Built-in calling, SMS, and email automation. | Agencies focused on high-volume outreach and inside sales campaigns. |
6 Best CRM Software For Marketing Agencies
There are dozens of CRM options for marketing agencies and growing. You need to pick the right one for your requirements. It must offer customization flexibility and a user-friendly interface.
Considering the scalability in mind, we have shortlisted the 6 best CRM software options that can be good for marketing agencies.
1. hubSpot cRM
HubSpot’s CRM helps marketing agencies manage leads, automate workflows, and track performance.
Lead Tracking & Management
Easily track client inquiries, email opens, and lead activity in real time. View the entire customer journey in one place, making follow-ups more targeted and timely.
Email & Campaign Automation
Create automated email sequences, drip campaigns, and task reminders. Set triggers based on lead actions to keep campaigns running without manual input.
Custom Dashboards & Reporting
Build personalized dashboards to monitor campaign ROI, lead sources, and sales performance. Use pre-built templates or drag-and-drop modules to get insights fast.
Marketing Integrations
Connect HubSpot with tools like Google Ads, Facebook, and WordPress. Sync contacts, track ad performance, and streamline your agency’s entire marketing workflow.
HubSpot Pricing plans
Free Tier
You can start using HubSpot for free with limited features up to 2 users.
starter
Starts at $15/month/seat with additional features and resources.
Professional
Starts at $890/month with 3 core seats and unlocks advanced features.
2. Pipedrive cRM
Pipedrive is a sales-focused CRM that helps marketing agencies visualize pipelines, automate repetitive tasks, and close deals faster.
Visual Deal Pipelines
Track leads and projects with customizable drag-and-drop pipelines. See deal stages at a glance and update progress in seconds.
Workflow Automation
Automate repetitive tasks like follow-ups, reminders, and email sends. Save time and stay focused on high-impact work.
Lead Management Inbox
Centralize incoming leads from web forms, chatbots, and email in one place. Qualify and assign leads quickly to the right team member.
Activity & Goal Tracking
Set activity goals and track team performance with detailed metrics. Stay on top of calls, emails, and meetings without leaving the CRM.
Pipedrive Pricing plans
Lite
Starts at $19/month for one seat. You can test its features in 14 days free trial.
growth
Starts at $34/month/seat with additional features and resources.
Premium
Starts at $64/month with one seat and unlocks more advanced features.
3. ClickUp cRM
ClickUp isn’t a traditional CRM, it’s a powerful project management tool that marketing agencies can customize to handle sales pipelines, client onboarding, and campaign tracking.
Custom Sales Pipelines
Create CRM boards with deal stages that match your agency’s workflow. Drag and drop leads, assign tasks, and monitor sales progress visually.
Campaign & Client Dashboards
Build dashboards that display campaign timelines, client notes, email status, and more — all in one view. Keep stakeholders in the loop at every step.
Task + CRM Integration
Connect leads directly to tasks, content calendars, or deliverables. This allows your team to move from sales to execution without switching tools.
Team Collaboration Tools
Use built-in comments, @mentions, docs, and chat to collaborate on deals and client tasks. Everything stays centralized, so nothing slips through the cracks.
ClickUp Pricing plans
Free
The basic tier is free forever and best for personal use with limited features access.
Unlimited
Starts at $10/month/seat with additional features and resources.
Business
Starts at $19/month with one seat and unlocks more advanced features.
4. Insightly cRM
Insightly combines CRM and project management to help marketing agencies manage leads, build client relationships, and deliver campaigns.
Relationship Linking
Easily connect contacts, organizations, emails, and opportunities. Understand how people and projects are connected to deliver better service and personalized communication.
Integrated Project Management
Turn closed deals into actionable projects with task lists, timelines, and milestones. Track client deliverables and campaigns right from the CRM.
Customizable Workflows
Automate follow-ups, task creation, and lead assignments using workflow automation. Customize the process to fit your agency’s exact needs.
Email Templates & Tracking
Send branded emails directly from Insightly, track opens and clicks, and use templates to speed up communication with leads and clients.
Insightly Pricing plans
Plus
Plus tier costs $29/month for a single user. You can try Insightly for 14 days free.
Professional
It is priced at $49/month per user and unlocks additional CRM features.
Enterprise
This plan costs $99/month per user with more advanced CRM features.
5. Zoho cRM
It is a flexible and budget-friendly solution that helps marketing agencies automate lead nurturing, personalize client communication, and track performance across channels.
Multichannel Lead Capture
Capture leads from web forms, social media, live chat, and email in one centralized system. No lead slips through the cracks.
Blueprint & Workflow Automation
Design custom sales processes using Blueprints, and automate repetitive actions like follow-ups, task creation, or deal stage changes.
Zia AI Assistant
Get smart suggestions, lead scoring, and activity reminders from Zia — Zoho’s built-in AI that helps your team work smarter.
Custom Modules & Dashboards
Tailor your CRM with custom modules, fields, and views to match your agency’s workflow. Build dashboards to track KPIs in real time.
zoho Pricing plans
Standard
It costs around $20/mont/ user. You can test its features with free trial.
Professional
This plan is priced at $35/month/user with additional marketing features for agencies.
Enterprise
It is billed at $50/month/user with advanced CRM features like Zia AI.
6. close cRM
Close CRM is built for sales-driven teams and is perfect for marketing agencies running high-volume outreach campaigns.
Power Dialer & Calling Tools
Make and receive calls directly from the CRM. Use the power dialer to call multiple leads back-to-back, perfect for outbound campaigns.
Multichannel Outreach Automation
Send automated email sequences, SMS, and follow-ups from one place. Track responses and optimize campaigns based on engagement.
Smart Lead Management
Segment leads with filters and custom fields. Prioritize prospects based on activity, stage, or source to maximize conversion.
Reporting & Pipeline Views
Get real-time insights into sales activity, deal progression, and team performance. Customize views for better forecasting and accountability.
Close Pricing plans
Essentials
This plan is billed at $49/month/user and perfect for small teams. Free trial also available.
Growth
This popular plan is billed at $109/month/user with automation flexibility.
scale
This plan is priced at $149/month/user. It is best for scaling.
Frequently Asked Questions
Wrap Up
Investing money in the CRM can serve the strategic objectives of a marketing agency. It is hard to scale without implementing automation, so you can set things on autopilot.
The right CRM software for a marketing agency aligns with business growth objectives. You must integrate it within your workflow to get the most out of it. HubSpot CRM just got a massive AI upgrade and can add value to the agency operations. Get the free trial for exponential growth.