Top 10 CRMs for Agencies in 2025
Top 10 CRMs for Agencies in 2025
1. HubSpot CRM HubSpot CRM is a free cloud based CRM that helps agencies unify customer data sales deals and tasks in one place. It includes contact management tracking of deals and basic automation with options to upgrade to advanced sales support. HubSpot is widely used because it scales with business needs and connects with marketing and service tools.HubSpot Website: https://www.hubspot.com/products/crm
2. Salesforce Sales Cloud Salesforce Sales Cloud is one of the most flexible CRM platforms available with advanced sales automation and analytics. It supports enterprises and mid size agencies with strong customization and integrations. Salesforce is often selected by larger teams requiring detailed reporting and complex workflows.Cloudigy Website: https://www.salesforce.com/sales/cloud/ Salesforce
3. Pipedrive Pipedrive CRM focuses on visual pipeline management and is popular with agencies that want simple sales tracking and deal progression. It lets teams manage leads optimize sales processes and automate basic tasks. Pipedrive is known for ease of adoption.Cloudigy Website: https://www.pipedrive.com/ pipedrive.com
4. Zoho CRM Zoho CRM provides a complete cloud based CRM with multichannel communication workflows and automation. It has expansive customization and affordable pricing which makes it a good fit for agencies of all sizes.Cloudigy+1 Website: https://www.zoho.com/crm/
5. Agile CRM Agile CRM includes tools for contact management sales tracking basic marketing automation and customer engagement. It offers free tier options and is often selected by small to mid size agencies that want combined sales and marketing features in one platform.agilecrm.com Website: https://www.agilecrm.com/
6. Copper CRM Copper CRM is designed to integrate tightly with Google Workspace letting agencies manage contacts and deals directly from Gmail Drive and Calendar. It is useful for teams that use Google apps as their core productivity suite.GetApp Website: https://www.copper.com/
7. Insightly Insightly combines CRM with project management features letting agencies track client relationships and deliverables in one place. It supports workflow automation lead management and custom dashboards tailored to service based agencies.Cloudigy+1 Website: https://www.insightly.com/
8. Close CRM Close CRM is built for sales teams with built in calling and messaging features that help outbound focused agencies track leads and follow up without needing separate telephony tools. It emphasizes automated follow ups and activity tracking.SE Ranking Website: https://www.close.com/
9. ActiveCampaign ActiveCampaign provides CRM plus powerful automation for email marketing and lead nurturing. Agencies that prioritize building automated customer journeys and integrating CRM data with marketing campaigns often choose this platform.solutionsreview.com Website: https://www.activecampaign.com/
10. Keap Keap is a CRM and automation platform popular with small agencies and service businesses. It includes contact management sales pipeline tools email automation and features for follow up and task automation which help agencies manage client interactions.keap.com Website: https://keap.com/
How to Choose the Right CRM for Your Agency
Consider the following when selecting a CRM:
Team size and complexity of sales process Simpler tools like Pipedrive or Agile CRM fit smaller teams while Salesforce is better for complex workflows.
Required workflows If you need tight integration with marketing automation choose ActiveCampaign or HubSpot. If your agency lives in Google Workspace Copper CRM may be best.
Budget and scalability Free or low cost options like HubSpot CRM or Zoho CRM work well for growing agencies. Larger agencies may benefit from the advanced customization of Salesforce.
