7 Best CRM for Marketing Agencies 2024 (50 CRMs Rated)

by Chris Von Wilpert, BBusMan • Last updated November 23, 2023

Expert Verified by Leandro Langeani, BBA

First-Person Perspective: We buy, test and review software products based on a 3-step rating methodology and first-hand experienceIf you buy through our links, we may get a commission. Read our rating methodology and how we make money.

Today there are 134 different CRMs for marketing agencies. We spent 117 hours comparing the top 50 to find the seven best you can use to manage your leads and bring in more sales for your agency.

What is the Best CRM for Marketing Agencies?

  1. HubSpot — best of the best
  2. Copper — best for Google Workspace users
  3. Insightly — best for analytic people
  4. Salesforce — best for enterprise
  5. Pipedrive — best for sales
  6. Podio — best for small agencies
  7. Monday.com — best for project management

Our Verdict — Best Of The Best

Price: Starts at $20/month

HubSpot is a many-sided CRM for companies of all sizes. We think it’s the best because of its dedicated Marketing Hub, powerful integrations, and customizable interface.

The Best Part:

  • More integrations than you can shake a stick at. HubSpot has built over 1,000 powerful integrations to help bring everything together into one ecosystem.

The Worst Part:

  • It can be pretty pricey. Although for good reason, the Professional Marketing Hub plan will set you back at least $890/mo.

Get it if you want the most advanced marketing CRM in the market.

I recommend you get the free 14-day trial at first, then sign up for the Professional Marketing Hub plan starting at $890/mo.

(14-day free trial)

Best For

HubSpot is best for marketing teams and marketers who want the best of the best.

Top Features

  • SEO recommendations on a silver platter. Identify where your SEO is falling behind with tailored optimization tips.
  • Marketing KPI dashboards. Track your performance like an expert and generate personalized reports.
  • Drag-and-drop landing page creator. Convert visitors into customers with the software's built-in landing page builder.
  • Automatic email reputation tracking. Monitor your email health and get tailored recommendations.
  • Integrated online ad management. Run targeted ads with your HubSpot marketing contacts and monitor your results.

Pricing

HubSpot offers four pricing plans:

  • Free Tools: Free forever, for everyone looking to have fun with HubSpot tools.
  • Starter CRM Suite: $50/month for marketers and agencies looking to try out the full set of CRM dashboards for marketing, sales, services, operations, and even content.
  • Professional Marketing Hub: $890/month per user for marketing agencies big on end-to-end marketing automation and running multiple campaigns.
  • Enterprise Marketing Hub: $3,600/month per user for big agencies and enterprises handling tens of thousands of marketing contacts and looking for the most advanced marketing CRM in the market.

Annual plans provide a 10% discount.

Try HubSpot today with a free 14-day trial

Our Verdict — Best For Google Workspace users

Price: Starts at $29/month

Copper is a CRM designed to integrate perfectly with Google Workspace. We think it’s the best for Google Workspace users because of its seamless integration with Google products, efficient dashboard, and powerful sales tracking.

The Best Part:

  • The best Google Workspace CRM. Copper allows you to instantly bring context to your Google Workspace data.

The Worst Part:

  • Limited customization option. Copper feels a bit limiting compared to alternative CRMs.

Get it if you want a CRM that'll bring all of your data into one place.

I recommend you get started with the free 14-day trial and start importing your Google Workspace data, then sign up for the Professional annual plan at $588/year.

(14-day free trial)

Best For

Copper is best for marketing agencies who want an all-in-one CRM with flawless Google Workspace integration.

Top Features

  • Bring your data to life. Gather all of your Google Workspace data into one efficient CRM dashboard.
  • Sales automation at scale. Monitor the sales process from start to finish and always keep the pipeline full.
  • Copper to Google Calendar scheduling. Sync your CRM events right into your inbox and calendar.
  • CRM on the go. You name it: iOS, Android, or desktop — you can work from anywhere.
  • LinkedIn & Sales Navigator syncing. Bring all of your direct message conversations and prospects to your CRM with a click of a button.

Pricing

Copper offers three pricing plans:

  • Basic: $29/month per user for small marketing agencies looking for a simple CRM solution to organize outreach, sales, and data.
  • Professional: $69/month per user for small or medium marketing agencies that want advanced sales, marketing, and workflow automation for up to 15,000 contacts.
  • Business: $134/month per user for medium to large marketing agencies who want an all-in-one CRM to manage unlimited marketing contacts and manage LinkedIn leads.

Annual plans provide up to 29% off.

Try Copper today with a free 14-day trial.

Our Verdict — Best For Analytic People

Price: Starts at $1,188/year

Insightly is a well-renowned CRM among marketers. We think it’s the best for analytic people because of its KPI-based dashboard, customer journey visualization, and enterprise-grade reporting.

The Best Part:

  • Easily customizable dashboard. Insightly allows you to prioritize important data so you can always keep your statistics in check.

The Worst Part:

  • Annual-only billing. Insightly only accepts yearly payments for all marketing and CRM plans.

Get it if you want the best CRM for industry-leading analytics.

I recommend you get a free demo for Insightly Marketing, then sign up for a yearly Marketing Professional subscription at $5,988/year to get started.

(free demo)

Best For

Insightly is best for everyone who values deep analyses throughout their lead generation efforts.

Top Features

  • Prospect qualification grading. Get automatic scores for every new lead in your pipeline.
  • Customer journey builder. Get a bird's eye view of your customers' actions to deliver the perfect messaging, every time.
  • Generate customized reports. Improve the efficiency of your campaign with powerful reporting and KPI tracking.
  • Search at scale. Skip the labor of endless scrolling and use the main search bar to instantly pull up any kind of data within your CRM. 
  • The most customizable CRM dashboard. Design your CRM to show you what matters most when it matters most.

Pricing

Insightly offers three pricing plans:

  • Marketing Plus: $1,188/year for small marketing agencies looking for basic lead management, automation, and business intelligence features for up to 2,000 marketing prospects.
  • Marketing Professional: $5,988/year for medium-sized marketing agencies looking for all Plus features along with extended data tracking, user management, and custom reporting features for up to 10,000 marketing prospects.
  • Marketing Enterprise: $11,988/year for large marketing agencies looking for enterprise management functionalities and all available features for data intelligence, automation, real-time analytics, and lead management.

Try Insightly today with a free demo.

Our Top Three Picks

Here’s a quick summary of our top three picks:

  1. HubSpot — best of the best
  2. Copper — best for Google Workspace users
  3. Insightly — best for analytic people

Here’s a quick comparison of our top seven picks:

Tool

Entry Offer

Pricing

HubSpot

14-day free trial

Starts at $20/mo

Copper

14-day free trial

Starts at $29/mo

Insightly

Free demo

Starts at $1,188/year

Salesforce

30-day free trial

Starts at $300/year

Pipedrive

14-day free trial

Starts at $19.90/mo

Podio

Free plan

Starts at $12/mo

Monday.com

Free plan

Starts at $30/mo

Here are the top 50 marketing agency CRM tools we considered in this review:

  1. Hubspot
  2. Copper
  3. Insightly
  4. Salesforce
  5. Pipedrive
  6. Podio
  7. Monday.com
  8. Funnel CRM
  9. Freshsales
  10. BenchmarkONE
  11. Keap
  12. EngageBay
  13. Zoho
  14. Spiro
  15. Sendinblue
  16. Nimble
  17. Freshworks
  18. Capsule
  19. Agile
  20. Workamajig
  21. Thryv
  22. Salesflare
  23. Sage
  24. NetSuite
  25. Indy
  26. Drip
  27. Drag
  28. Creatio
  29. ConvergeHub
  30. Close CRM
  31. Apptivo
  32. Zaius
  33. Vtiger CRM
  34. SuiteCRM
  35. SugarCRM
  36. Streak
  37. SharpSpring
  38. Selligent Marketing Cloud
  39. Ontraport
  40. Nutshell
  41. Method CRM
  42. Marketo Engage
  43. Mailchimp
  44. Less Annoying CRM
  45. JobNimbus
  46. Infusionsoft
  47. iContact
  48. Eloqua
  49. ConvertKit
  50. Constant Contact

What is the best CRM for agencies?

The best CRM for agencies should have features like task management, sales pipeline viewing, deal tracking, and opportunity management to help manage the sales team's activities.

It should offer customer relationships management tools such as contact management and customer interactions, as well as workflow automation and email tracking to streamline communication and repetitive tasks.

The software should offer customizable email templates, bulk emails, and email campaigns to enhance digital marketing activities. The CRM should be suitable for digital agencies and creative teams and have project management tools to help manage projects, sales activities, and sales forecasting.

It is also worth considering the interface, as it may feel overwhelming if your agency is new to CRMs, or may not be very customizable to fit your specific needs.

What is the best CRM for digital marketing?

The best CRM for digital marketing might depend on which tools you already use. App integration with third-party apps, software solutions, and custom pipelines are essential features for an efficient digital marketing CRM.

A good example of a great CRM for digital marketing is Copper — it provides a seamless Google Workspace integration that makes it the best digital marketing CRM if you're a Google Workspace customer and want the best synchronization for your data.

Can CRMs be used for marketing?

Yes, CRMs can definitely be used for marketing. In fact, many businesses consider it a key tool for their marketing strategy and operations.

One of the main ways that CRM software can be used for marketing is by helping businesses to understand their customers better.

By gathering and analyzing data on customer interactions and behavior, CRM software can provide valuable insights into customer preferences, needs, and purchase history.

This data can then be used to create targeted marketing campaigns that are tailored to specific customer segments.

Which type of CRM is used for marketing automation?

Marketing Automation CRM systems are designed specifically for marketing teams and include a range of features that are focused on automating and optimizing marketing processes. These systems typically include key features for lead generation, pipeline management, and email marketing.

A few examples of such CRMs include HubSpot, Zoho CRM, Salesforce, and many others.

What CRMs do recruiters use?

Recruiters use a variety of CRMs to manage their candidate and client interactions, here are some examples to name a few:

  1. Bullhorn — Bullhorn is a popular CRM used by staffing and recruiting firms to manage their sales, recruiting, and operations. It offers features such as applicant tracking, job posting, resume parsing, and candidate matching.
  2. Salesforce — Salesforce is a versatile CRM that is widely used across multiple industries, including recruiting. It provides features such as lead and opportunity management, candidate tracking, and reporting, and can be customized to meet the specific needs of a recruiting firm.
  3. Zoho Recruit — Zoho Recruit is a cloud-based CRM designed specifically for recruiting and staffing firms. It offers features such as resume parsing, job posting, applicant tracking, and reporting, and can be integrated with other Zoho products such as Zoho CRM and Zoho People.
  4. JobAdder — JobAdder is a cloud-based CRM and applicant tracking system designed for recruiting agencies and in-house recruiting teams. It provides features such as job posting, resume parsing, candidate tracking, and reporting, and can be integrated with other recruiting tools such as LinkedIn, Indeed, and Seek.
  5. Recruiterflow — Recruiterflow is a CRM designed specifically for recruiting teams. It offers features such as applicant tracking, resume parsing, email automation, and reporting, and is integrated with several third-party tools such as LinkedIn, Indeed, and Glassdoor.

What is the highest-rated CRM?

There are many highly-rated CRM software solutions available on the market today, and the best option for a particular business will depend on its specific needs and requirements. The highest-rated options based on our research are however the three following:

  1. HubSpot CRM — HubSpot CRM is a free, cloud-based CRM that is highly rated for its ease of use, functionality, and value for money. It offers features such as contact management, deal tracking, email marketing, and reporting, and can be integrated with other HubSpot products such as Marketing Hub and Sales Hub.
  2. Salesforce — Salesforce is a highly customizable CRM that is widely used across multiple industries. It is highly rated for its versatility, scalability, and extensive range of features, including lead and opportunity management, sales forecasting, marketing automation, and customer service tools.
  3. Zoho CRM — Zoho CRM is a cloud-based CRM that is highly rated for its user-friendly interface, flexibility, and affordability. It offers features such as contact management, lead generation, marketing automation, and analytics, and can be integrated seamlessly with other Zoho products such as Zoho Books and Zoho Desk.

The Bottom Line

To recap, here are the best CRMs for marketing agencies to try this year:

  1. HubSpot — best of the best
  2. Copper — best for Google Workspace users
  3. Insightly — best for analytic people
  4. Salesforce — best for enterprise
  5. Pipedrive — best for sales
  6. Podio — best for small agencies
  7. Monday.com — best for project management

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