HubSpotLarge integration ecosystem makes it ideal for multi-team, multi-client workflows95.0NEW$20/month
ProductiveFinancial visibility through complete budget monitoring tools with immediate budget usage reports92.5NEW$12/user/month
HighLevelUnlimited sub-accounts without extra licensing; can snapshot perfect setup and deploy instantly to new client accounts90.0NEW$97/month
InsightlyDeal-to-project conversion where all client context carries over automatically when closing deals; AppConnect adds 2000+ integrations87.5NEW$29/month per user
PipedriveVisual pipeline management system with kanban-style interface making deal progress immediately clear85.0NEW$14/month
Zoho CRMFully integrated Zia AI assistant for real-time reports, sales trend analysis and automated data updates based on team performance82.5NEW$14/user/month
Monday.comFlexibility and ease of customisation allowing workflows matching how marketing agencies actually operate80.0NEWGBP 8.00 per user per month
ApptivoModular cloud-based suite bundling sales, marketing, invoicing, project management; teams can turn on 18-65 apps depending on plan77.5NEWFree
Salesforce Sales CloudEinstein AI for advanced forecasting and granular permissions; deep ecosystem across sales, service and marketing via AppExchange75.0NEW$165/user/month
SWELL EnterpriseNine integrated modules including CRM, invoicing, proposals, project management, email marketing, scheduling, helpdesk, client portal and forms74.0NEWFree
HubSpot's free CRM includes contact management, deal pipelines, email tracking, meeting scheduling, and reporting. Its vast AppMarketplace integrations make it ideal for multi-team, multi-client workflows where internal operations mirror client deliverables.
Productive combines CRM, project management, time tracking, budgeting and invoicing into one integrated platform. Its comprehensive budget monitoring tools provide immediate visibility into budget usage and financial performance across all client work.
HighLevel (GoHighLevel) operates in SaaS Mode, allowing agencies to resell the platform to clients. Unlimited sub-accounts with no additional licensing, plus instant template deployment, transforms client onboarding from days to minutes.
Insightly automatically converts closed deals into projects, carrying all client context forward seamlessly. Its AppConnect marketplace offers 2000+ integrations, providing flexibility for creative shops, consultancies and digital agencies managing sales and delivery visibility.
Pipedrive's visual kanban interface makes deal progress immediately transparent. Built for SDR/BDR motions and sales-focused teams, it prioritises clean pipeline management and rep-friendly workflows over feature sprawl.
Zoho CRM offers end-to-end customisation and automation without enterprise pricing. Its integrated Zia AI assistant provides real-time reports, sales trend analysis and automated data updates based on team performance, making it ideal for agencies wanting intelligent workflows.
Monday.com (Monday Sales CRM) emphasises flexibility and customisation to match how marketing agencies actually operate. Creative teams gain visibility into both clients and campaigns whilst adapting the platform to their unique workflows.
Apptivo bundles sales, marketing, invoicing and project management as modular apps teams activate independently. Its modular cloud-based approach suits agencies wanting maximum design freedom over predefined CRM systems.
Salesforce Sales Cloud serves agencies with complex processes, large client rosters or governance requirements. Einstein AI forecasting and granular permissions integrate with a deep ecosystem spanning sales, service and marketing via AppExchange.
SWELL Enterprise integrates nine modules including CRM, invoicing, proposals, project management, email marketing, scheduling, helpdesk, client portal and forms. It targets agencies wanting to consolidate their entire tool stack into a single platform.
Agency CRMs extend beyond contact and deal tracking to include project management, time tracking, budgeting, invoicing and resource planning. This reflects the reality that agencies manage both client relationships and project delivery simultaneously, requiring visibility across sales pipelines and operational execution.
HubSpot's free tier or Apptivo's free plan (up to 5 employees) are ideal entry points. Both offer genuine CRM functionality at no cost. For slightly larger teams, Pipedrive at GBP19/month provides clean pipeline management without overwhelming feature bloat.
Yes. HighLevel explicitly supports this through white-label SaaS Mode with unlimited sub-accounts, allowing you to resell the platform to clients and create recurring revenue. Most other CRMs are designed for internal agency use only.
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