12 Best CRM for Marketing Agencies in 2025 (Our Top Picks)

For a marketing agency, managing client relationships, tracking campaign performance, and nurturing leads across multiple accounts is a complex juggling act. A generic CRM just won't cut it. Agencies require a specialized command center that seamlessly integrates with their marketing stack, automates client reporting, and provides a unified view of the entire customer lifecycle, from initial contact to long-term retainer. The right platform isn't just a database; it's a strategic asset that drives efficiency, proves ROI to clients, and fuels growth.

This guide dives deep into the best CRM for marketing agencies, moving beyond marketing fluff to provide a practical analysis of the top contenders. We'll break down the specific features, pricing structures, and real-world use cases for platforms like HubSpot, HighLevel, ActiveCampaign, and more. Each review is designed to be a definitive resource, complete with screenshots and direct links, to help you make an informed decision. Whether you're a small agency managing a handful of clients or a growing firm scaling its operations, this comprehensive list will help you identify the perfect system to streamline your workflow and deliver exceptional results. We'll even point you to aggregate review platforms like G2 and Capterra for further due diligence.

1. LeadSavvy Pro

LeadSavvy Pro positions itself as an indispensable tool for marketing agencies focused on a high-performing Facebook advertising funnel. It masterfully solves a common, yet critical, operational bottleneck: the manual retrieval of Facebook Lead Form data. By automating this process, it transforms lead management from a tedious, time-consuming task into a streamlined, efficient workflow, making it a strong contender for the best crm for marketing agencies specializing in social media campaigns.

Its core strength lies in its direct and powerful integrations. Agencies can instantly sync new leads to a designated Google Sheet for easy access and reporting, or manage them within its clean, built-in CRM. This dual-pathway system provides the flexibility needed to manage diverse client accounts with varying tech stacks and reporting requirements.

Key Features and Agency Benefits

The platform is engineered with agency efficiency in mind. Real-time email notifications are a game-changer, enabling account managers or sales teams to engage with hot leads moments after they express interest, dramatically improving conversion rates. The user-friendly interface ensures that even junior team members can set up and manage client campaigns without extensive technical training, a significant advantage for scaling operations. For agencies looking to refine their strategies, exploring different approaches to lead generation for marketing agencies can provide valuable context for leveraging tools like this.

Practical Use Case

An agency managing ten different client Facebook pages can connect all of them to a single LeadSavvy Pro account. For each client, they can set up a unique workflow: Client A's leads go to a specific Google Sheet, while Client B's leads are managed in the internal CRM and trigger email alerts to their in-house sales team. This eliminates the daily routine of downloading multiple CSV files, sorting data, and manually distributing leads, saving hours of administrative work weekly.

Website: https://leadsavvy.pro

Feature Analysis	Agency Impact
Automated Lead Sync	Eliminates manual CSV downloads, reducing human error and saving billable hours.
Google Sheets & CRM	Offers flexible lead management options to suit different client needs and workflows.
Real-Time Notifications	Increases lead response speed, directly boosting client campaign performance and ROI.
Free Starter Plan	Allows agencies to test the platform with a single client at no risk before committing.

Pros:

Automates Facebook Lead Form submissions, eliminating manual CSV downloads.
Seamless integration with Google Sheets and built-in CRM for instant lead access.
Real-time email notifications ensure immediate follow-up opportunities.
Free plan available with no credit card required for easy onboarding.

Cons:

Advanced features and higher usage tiers require paid upgrades.
Primarily focused on Facebook leads; may not support other lead sources.

2. HubSpot CRM and Marketing Hub

HubSpot has become a dominant force in the martech space, and for good reason. Its AI-powered customer platform provides a unified Smart CRM that serves as the central nervous system for an agency's client operations. It excels by combining robust marketing automation, sales pipelines, and service hubs into one cohesive ecosystem, making it one of the best CRM for marketing agencies looking for an all-in-one solution.

Unlike point solutions, HubSpot’s strength lies in its breadth. Agencies can manage everything from email campaigns and social media scheduling to complex lead-nurturing workflows and detailed attribution reporting within a single interface. The platform's extensive app marketplace further enhances its power. To fully leverage its capabilities, it's essential to understand HubSpot integrations with other platforms to create a seamless tech stack.

Key Considerations

Ideal Use Case: Agencies that need a scalable, full-funnel platform to manage marketing, sales, and client service activities and provide transparent reporting to clients.
Pricing: Starts with powerful free tools. Paid tiers (Marketing Hub Starter from $18/mo, Professional from $800/mo) scale significantly in cost, and higher tiers often require mandatory onboarding fees.
Pros: Renowned for its user-friendly interface, comprehensive features, and the extensive educational resources available through HubSpot Academy.
Cons: The price jumps between tiers can be substantial for growing agencies, making the Professional and Enterprise levels a significant investment.

Website: https://www.hubspot.com

If you're exploring how CRMs specifically benefit digital campaigns, you can find more insights on using a CRM for digital marketing.

3. HighLevel (GoHighLevel)

HighLevel is an agency-first platform built from the ground up to help marketing agencies scale. Its core differentiator is the ability to create unlimited sub-accounts for clients, manage them from a single dashboard, and completely white-label the software as your own. This transforms a traditional CRM into a potential SaaS-style revenue stream, making it a unique contender for the best CRM for marketing agencies looking to productize their services.

Unlike most CRMs that charge per user or contact, HighLevel's agency plans provide extensive features like funnels, 2-way SMS/email conversations, and calendar booking that can be deployed across all client accounts. This centralized control allows agencies to create and push out effective marketing templates, ensuring consistency and efficiency. The platform is particularly powerful for managing social media leads, as you can learn in guides about the best CRM for Facebook leads.

Key Considerations

Ideal Use Case: Marketing agencies that want to offer a white-labeled, all-in-one marketing and sales platform to their clients, effectively reselling software as a service.
Pricing: Agency Starter Plan from $97/mo and the Agency Unlimited Plan (with unlimited sub-accounts) at $297/mo. A SaaS Pro plan is also available for those wanting to resell the software with full billing control.
Pros: Built specifically for the agency model with white-labeling and multi-client management. The SaaS mode offers a powerful way to generate recurring revenue.
Cons: The platform can have a steep learning curve, and fully customizing the white-label setup requires a significant initial time investment. Additional telecom and email sending fees apply.

Website: https://www.gohighlevel.com

4. SharpSpring by Constant Contact

SharpSpring, now part of Constant Contact, is a marketing-automation-first platform built with agencies in mind. Its standout feature is an agency-friendly model that allows for complete white-labeling, enabling agencies to present a powerful, branded marketing platform directly to their clients. This approach makes it one of the best CRM for marketing agencies that want to resell marketing automation services and manage multiple client accounts from a single dashboard.

Unlike many CRMs that charge per user, SharpSpring's pricing is based on the number of contacts, and its agency plans include unlimited users. This model eliminates the financial penalty for growing your team. The platform consolidates essential marketing tools, including email marketing, behavior-based tracking, landing pages, and visual workflow builders, giving agencies a comprehensive toolkit to deliver and prove ROI for clients.

Key Considerations

Ideal Use Case: Agencies focused on offering and reselling marketing automation services that need a rebrandable, multi-client management platform.
Pricing: Agency plans start at $299/mo, with pricing scaling based on the number of contacts managed across all clients. An upfront onboarding fee is typically required.
Pros: The agency-centric plan with unlimited users and a white-label interface is a major advantage. Its feature set is competitive with more expensive enterprise-level automation platforms.
Cons: The initial onboarding fee can be a barrier for some. Setting up sophisticated automation workflows and client assets requires a significant time investment.

Website: https://sharpspring.com

5. ActiveCampaign

ActiveCampaign is a mature marketing automation platform with a built-in CRM that excels at managing complex customer lifecycle campaigns. It stands out by merging sophisticated email automation with sales engagement features, making it a strong contender for agencies that manage both lead nurturing and sales handoffs for their clients. The platform's core strength is its visual automation builder, allowing for the creation of intricate customer journeys.

Unlike many CRMs where automation is a secondary feature, ActiveCampaign puts it front and center. Agencies can build everything from welcome series to complex, trigger-based sales follow-up sequences. This focus on automation makes it one of the best CRM for marketing agencies that prioritize deep personalization and automated client communication. Its broad integration support also ensures it can connect seamlessly with an agency's existing tech stack.

Key Considerations

Ideal Use Case: Agencies needing powerful and flexible marketing and sales automation to manage the entire customer journey for clients, from lead capture to conversion.
Pricing: Begins with a Lite plan (from $29/mo), but CRM features require the Plus tier (from $49/mo). Pricing scales with contact count and can become complex with add-ons.
Pros: Renowned for its powerful and intuitive automation builder, flexible contact-based pricing, and excellent email deliverability.
Cons: Core CRM functionality and sales pipelines often require more expensive tiers or paid add-ons, and the pricing structure can be confusing.

Website: https://www.activecampaign.com

6. Keap (formerly Infusionsoft)

Keap, formerly known as Infusionsoft, has carved a niche as a robust CRM platform tailored for small businesses, making it an excellent choice for agencies managing clients in this segment. It differentiates itself by integrating advanced marketing and sales automation with native invoicing and payment processing. This all-in-one approach allows agencies to manage client follow-up sequences, appointment scheduling, and billing from a single dashboard, simplifying the tech stack.

The platform’s strength lies in its powerful drag-and-drop campaign builder, which enables the creation of sophisticated automation workflows for lead nurturing and client communication. For agencies that offer end-to-end services from lead generation to final payment, Keap provides a seamless workflow. This integration makes it one of the best CRM for marketing agencies focused on streamlining client operations and proving ROI through a connected sales and marketing process.

Key Considerations

Ideal Use Case: Agencies serving small business clients that need a combined CRM, marketing automation, and payment processing solution to manage the entire customer lifecycle.
Pricing: Plans start at $159/mo for the Pro tier, with a 14-day free trial available to test the platform. Higher tiers add more advanced features.
Pros: Strong automation capabilities with an easy-to-use campaign builder, and built-in invoicing and payments simplify financial workflows.
Cons: The pricing can be higher than other CRMs targeting small businesses, and the feature depth can vary significantly between different plan editions.

Website: https://keap.com

7. Pipedrive

Pipedrive is a sales-first CRM celebrated for its visual, intuitive interface that makes tracking deals and client progress remarkably simple. While not a native marketing automation suite, its strength for agencies lies in its simplicity and powerful sales pipeline management. It serves as an excellent, clutter-free hub for managing client acquisition and onboarding workflows, making it a contender for the best CRM for marketing agencies prioritizing sales and relationship management.

The platform is built around a drag-and-drop pipeline, allowing agency teams to see exactly where every client or lead stands. Pipedrive's core functionality can be extended with its add-ons for email campaigns (Campaigns by Pipedrive) and lead generation (LeadBooster), providing lightweight marketing capabilities. Its extensive marketplace of over 500 integrations ensures it can connect seamlessly with the specialized marketing tools an agency already uses.

Key Considerations

Ideal Use Case: Agencies needing a highly user-friendly, sales-focused CRM to manage their own business development or client sales pipelines without the complexity of an all-in-one marketing suite.
Pricing: Plans start at $14.90/user/mo (Essential). Advanced plans like Professional ($49.90/user/mo) add more features. Marketing add-ons are priced separately.
Pros: Extremely easy for teams to adopt due to its visual nature. The clear tier structure and 14-day free trial make it accessible for agencies of all sizes.
Cons: Native marketing automation is limited without purchasing add-ons. Features like LeadBooster and Campaigns come at an extra cost, increasing the total investment.

Website: https://www.pipedrive.com

8. Zoho CRM

Zoho CRM positions itself as a powerful yet highly accessible platform, making it a strong contender for agencies seeking robust functionality without the enterprise-level price tag. Its key advantage is its place within the broader Zoho ecosystem, which includes dozens of integrated business apps. This allows agencies to build a completely customized, all-in-one operating system for themselves and their clients, bundling CRM with finance, project management, and marketing tools through Zoho One.

Unlike many competitors that lock essential features behind expensive tiers, Zoho offers a comprehensive feature set even at lower price points. Its modular nature means agencies can start small and expand functionality as client needs grow. The inclusion of Zia, its AI-powered assistant on higher tiers, helps automate tasks, analyze data, and provide intelligent suggestions, making it one of the best CRM for marketing agencies that are budget-conscious but still crave advanced capabilities and scalability.

Key Considerations

Ideal Use Case: Budget-conscious agencies that need a flexible, scalable CRM and are interested in integrating with a wider suite of business management tools.
Pricing: Offers a free-forever plan for up to 3 users. Paid plans are very competitive, starting at $14/user/mo, with the comprehensive Zoho One bundle offering exceptional value.
Pros: Highly competitive pricing, extensive customization options, and the ability to create a unified business ecosystem with other Zoho applications.
Cons: The interface can feel overwhelming due to the sheer number of features, and the most powerful AI tools are reserved for higher-priced plans.

Website: https://www.zoho.com/crm/

9. monday sales CRM

Built on the flexible monday.com Work OS, monday sales CRM offers a highly visual and customizable approach to client relationship management. It stands out by seamlessly connecting sales pipelines to project and account delivery boards, making it a strong contender for the best CRM for marketing agencies that prioritize a unified workflow. This integration allows teams to manage the entire client lifecycle, from initial lead to ongoing project execution, all within a single, intuitive platform.

The platform’s strength is its adaptability. Agencies can design custom dashboards, automations, and workflows that perfectly match their internal processes. Unlike more rigid CRMs, monday allows for unlimited contacts and pipelines on all paid plans, providing significant value. Features like email sync and integrations streamline communication, while custom views ensure every team member sees the most relevant data for their role, bridging the gap between sales and service delivery.

Key Considerations

Ideal Use Case: Agencies seeking a visually-driven CRM that integrates sales activities directly with project management and client delivery workflows.
Pricing: A free plan is available. Paid plans start at $10/seat/mo (billed annually), but have a three-seat minimum requirement.
Pros: Highly customizable boards for unique agency pipelines, directly connects pre-sale activities to post-sale project delivery, and offers competitive entry-level pricing.
Cons: The three-seat minimum on paid plans can be a barrier for solo operators, and some advanced automation features are gated to higher-priced tiers.

Website: https://monday.com/crm/

10. Salesforce Sales Cloud (with Marketing Cloud options)

Salesforce is the undisputed market leader in the enterprise CRM space, offering unparalleled power and customization. For marketing agencies managing large or complex client accounts with sophisticated sales processes, it provides a robust foundation. Its strength lies in its ability to handle intricate data models, advanced reporting, and deep integrations across its entire ecosystem, including the powerful Marketing Cloud.

Unlike out-of-the-box solutions, Salesforce is a platform built for customization. Agencies can leverage the vast AppExchange marketplace to add specific functionalities or work with implementation partners to tailor the CRM to unique client workflows. This makes it one of the best CRM for marketing agencies that require enterprise-grade security, governance, and scalability for their clients' sales and marketing operations.

Key Considerations

Ideal Use Case: Agencies serving enterprise-level clients or those with highly complex sales cycles that demand custom CRM configurations and deep analytics.
Pricing: Premium pricing structure. Sales Cloud starts at $25/user/month (billed annually) for the basic tier, scaling to $300/user/month for Unlimited. Implementation and customization costs are extra.
Pros: Extremely flexible and scalable, a massive marketplace of apps and integrations, and enterprise-grade security and governance features.
Cons: Comes with a steep learning curve and higher total cost of ownership. Professional implementation is often required, adding to the initial investment.

Website: https://www.salesforce.com/sales/

11. G2 CRM Category

While not a CRM itself, G2’s dedicated CRM category is an indispensable research hub for agencies evaluating their options. It serves as a comprehensive marketplace where you can compare hundreds of CRM tools based on verified, up-to-date user feedback. This resource is vital for agencies looking to move beyond marketing materials and understand how platforms perform in real-world scenarios.

G2’s strength lies in its powerful filtering and comparison grids, which allow you to shortlist options based on agency-specific needs like project management integration, client portal features, or multi-client management. By analyzing detailed reviews from other marketing professionals, you can gain insights into usability, support quality, and implementation challenges. This makes it an essential first stop when searching for the best CRM for marketing agencies.

Key Considerations

Ideal Use Case: Agencies in the initial research and selection phase that need to compare top CRM contenders based on unbiased user reviews and detailed feature sets.
Pricing: Free to access and browse all reviews and comparison data.
Pros: Offers authentic, real-world user feedback on a vast number of CRMs, provides helpful comparison views for stakeholder buy-in, and gives direct links to vendor trials.
Cons: Sponsored placements can sometimes influence search visibility, and sifting through nuanced reviews to find relevant agency use cases requires a time commitment.

Website: https://www.g2.com/categories/crm

12. Capterra CRM Category

While not a CRM itself, Capterra’s CRM category is an indispensable research tool for agencies. This Gartner-owned marketplace provides comprehensive buyer guides, shortlists, and filtering tools that allow agencies to compare dozens of platforms based on specific client needs. It serves as an objective starting point for identifying the best CRM for marketing agencies by cutting through promotional noise.

Instead of advocating for one solution, Capterra empowers agencies to create tailored shortlists for clients. You can filter vendors by features, pricing models, deployment options, and user ratings, making it easier to justify recommendations with neutral, third-party data. This approach is invaluable when advising clients who are new to CRM technology and need a transparent overview of the market landscape.

Key Considerations

Ideal Use Case: Agencies in the initial research phase or those that need to present multiple unbiased CRM options to a client for collaborative decision-making.
Pricing: Free to use for research and comparison.
Pros: Broad coverage with powerful filtering tools, independent overviews that simplify decision-making for non-technical clients, and direct links to vendor trials.
Cons: Sponsored profiles can receive preferential visibility, and the quality and relevance of individual user reviews can sometimes vary significantly.

Website: https://www.capterra.com/customer-relationship-management-software/

Top 12 CRMs for Marketing Agencies: Feature & Pricing Comparison

Platform	Core Features & Automation	User Experience & Quality ★	Value & Pricing 💰	Target Audience 👥	Unique Selling Points ✨
LeadSavvy Pro 🏆	Automates FB Lead Forms; Google Sheets sync	Intuitive UI; Video tutorials; Real-time ★★★★✩	Free plan; Paid upgrades	SMBs, Agencies, Sales Teams 👥	No CSV downloads; instant sync; email alerts ✨
HubSpot CRM and Marketing Hub	Unified CRM & marketing; automation workflows	Excellent usability & deep reporting ★★★★✩	Free tier; costly Pro/Enterprise	Agencies, Enterprises 👥	All-in-one marketing stack; HubSpot Academy ✨
HighLevel (GoHighLevel)	Sub-accounts; funnels; SMS/email; white-label	Agency-oriented; multi-client management ★★★★✩	Agency pricing; add-on fees	Agencies with resell models 👥	SaaS mode; white-label; API access ✨
SharpSpring by Constant Contact	Marketing automation; rebrandable UI; workflows	Unlimited users; agency onboarding ★★★☆☆	Contact-based pricing; onboarding fee	Agencies, Resellers 👥	Unlimited users; month-to-month options ✨
ActiveCampaign	Email & sales automations; pipelines	Strong automation; deliverability ★★★★☆	Complex pricing; add-ons required	Agencies with lifecycle campaigns 👥	Integrated sales & marketing automation ✨
Keap (formerly Infusionsoft)	CRM, automation, invoicing & payments	SMB-friendly; trial; mobile app ★★★☆☆	Higher price tier	SMB-focused agencies 👥	Built-in payments & invoicing ✨
Pipedrive	Visual pipelines; AI features	Easy to use; clear tiers ★★★★☆	Moderate; add-ons extra	Sales teams, small agencies 👥	Simple CRM with basic marketing add-ons ✨
Zoho CRM	Lead/deal management; AI assistant Zia	Competitive pricing; broad features ★★★☆☆	Free plan; tiered pricing	Budget-conscious agencies 👥	Modular suite; Zoho One bundle options ✨
monday sales CRM	Customizable pipelines & workflows	Highly customizable; onboarding ★★★☆☆	Competitive; minimum seats	Agencies linking sales & delivery 👥	Integrates sales and project workflows ✨
Salesforce Sales Cloud	Robust forecasting; vast marketplace	Enterprise-grade; scalable ★★★★★	High cost & implementation	Enterprise agencies 👥	Extensive customization & AI options ✨
G2 CRM Category	Reviews & ratings; comparison grids	Real user feedback; trusted source ★★★★☆	Free to use	Researching agencies 👥	Verified user reviews; trend insights ✨
Capterra CRM Category	Shortlists & buyer guides; filtering	Broad coverage; neutral overviews ★★★☆☆	Free to use	Agencies & clients researching CRMs 👥	Easy filtering; large vendor catalog ✨

Making Your Final Decision: A Quick-Fire Checklist for Agencies

Selecting the right CRM is more than a software purchase; it's a foundational business decision that will shape your agency's efficiency, client relationships, and ultimately, its profitability. Throughout this guide, we've explored a wide spectrum of platforms, from all-in-one powerhouses like HubSpot and HighLevel to sales-focused specialists like Pipedrive and robust enterprise solutions such as Salesforce. Each tool offers a unique blend of features designed to tackle specific agency challenges, whether it's automating client onboarding, streamlining sales pipelines, or delivering sophisticated multi-channel marketing campaigns.

The core takeaway is that there is no single "best" CRM for every marketing agency. The ideal choice is deeply personal to your team's workflow, client base, and growth ambitions. A startup agency might prioritize the affordability and broad functionality of a tool like Zoho CRM, while a larger, more established firm may need the deep customization and scalability offered by Salesforce. Your decision process must be an internal one, focused on your most pressing operational bottlenecks and strategic goals.

Your Final Selection Checklist

Before you commit, run through this final checklist. Answering these questions honestly will illuminate the path to the best CRM for your marketing agency and prevent costly implementation mistakes.

Client Management Needs: Do you require a multi-tenant dashboard to manage client accounts separately, like HighLevel offers? Or is a simple tagging and segmentation system, found in platforms like ActiveCampaign, sufficient?
Sales Process Complexity: Is your sales cycle straightforward and visual, making a tool like Pipedrive or monday sales CRM a perfect fit? Or do you need complex automation, lead scoring, and forecasting that point toward solutions like HubSpot or Keap?
Marketing Automation Power: Are you looking for basic email sequences, or do you need advanced, behavior-triggered workflows? This is a key differentiator between sales-centric CRMs and marketing-first platforms like SharpSpring or ActiveCampaign.
Technical Resources: How much time and expertise can you dedicate to setup and maintenance? Platforms like HighLevel and LeadSavvy Pro are built for agencies to quickly deploy, while Salesforce often requires a dedicated administrator or implementation partner.
Budget and Scalability: What is your realistic budget for the first year, including potential setup fees and user licenses? More importantly, how will that cost evolve as your agency grows? Ensure the pricing model of your chosen CRM aligns with your future plans, not just your current needs.
Integration Ecosystem: List your mission-critical tools (e.g., Slack, Google Workspace, your proposal software). Does the CRM offer seamless, native integrations, or will you rely on third-party connectors like Zapier, which can add complexity and cost?

Making a deliberate, informed choice using these criteria will ensure you select a platform that acts as a growth engine, not an operational burden. A well-implemented CRM will unify your client data, empower your team, and provide the insights needed to scale your agency effectively.

Ready to unify your lead management and client reporting in one streamlined platform? LeadSavvy Pro was built specifically for agencies, combining powerful Facebook Lead Ads integration with an intuitive CRM and white-label reporting dashboard. See how you can reduce manual work and deliver better client results by exploring LeadSavvy Pro today.