10 Best CRMs for Marketing Agencies in 2025

If you run a small agency, it’s common to feel overwhelmed by repetitive tasks like manually tracking leads, organizing client data, or following up on emails. These tedious processes not only consume your time and energy but also pull your focus away from more important priorities—like strengthening client relationships and developing impactful campaigns. This is where you may want to consider incorporating a CRM system into your sales process.

An ideal CRM can solve these challenges by automating workflows, centralizing client data, and streamlining communication. Marketing agencies like yours can operate efficiently and professionally—all while staying within budget.

Modern CRMs are light yet powerful, reasonably priced, and super easy to learn, contrary to the common belief that only large sales teams can afford such tools. They can make it easier than ever for marketing agencies to tackle these challenges head-on. These tools are perfect for small agencies to operate with the efficiency of larger organizations.

This article explores the 10 best CRMs for marketing agencies in 2025, highlighting their features, advantages, disadvantages, pricing, and target audiences.

1. Salesflare

Salesflare is a powerful yet simple CRM designed with small and growing marketing agencies in mind. Its automation capabilities allow teams to focus on building client relationships while the system handles repetitive tasks like data entry and follow-ups. With robust integrations and a user-friendly interface, Salesflare makes managing leads and pipelines efficient.

Features:

• AI-driven automation for data entry and follow-ups.
• Seamless integration with Gmail, Outlook, LinkedIn, and Zapier.
• Mobile-friendly interface for on-the-go management.

Advantages:

• Reduces manual data entry.
• Intuitive and beginner-friendly.
• Strong email integration.

Disadvantages:

• Limited customization options for advanced users.
• Geared more toward B2B agencies.

Pricing:

• Starts at $29/month per user.
• Free trial available.

Best For:

Small and growing marketing agencies focused on lead nurturing and pipeline management.

2. Copilot

Copilot offers a unique combination of CRM and client portal functionalities, making it an excellent choice for marketing agencies looking to enhance transparency and streamline project workflows. Its intuitive design and robust automation capabilities allow teams to centralize communication and task management effectively.

Features:

• Combines CRM functionalities with a client portal.
• Tools for project management and task automation.
• Integration with Stripe and Google Workspace.

Advantages:

• Enhances client transparency.
• User-friendly and customizable interface.
• All-in-one solution for client and project management.

Disadvantages:

• Limited integrations compared to larger CRMs.
• Best suited for agencies with a smaller client base.

Pricing:

• Starts at $39/month per user.
• Free trial available.

Best For:

Agencies wanting to centralize client communication and project management.

3. Pipeline CRM

Pipeline CRM is tailored for sales-centric agencies that need clear visibility into their sales processes. Its straightforward interface and customizable deal stages make it a favorite among smaller teams looking for an affordable and easy-to-use solution.

Features:

• Customizable deal stages.
• Task automation and real-time tracking.
• Integration with email providers and sales tools.

Advantages:

• Simple and intuitive interface.
• Focused on sales pipeline visibility.
• Affordable compared to enterprise-grade CRMs.

Disadvantages:

• Limited advanced features for large teams.
• Basic analytics compared to competitors.

Pricing:

• Starts at $25/month per user.
• Free trial available.

Best For:

Agencies prioritizing pipeline management and lead tracking.

4. HoneyBook

HoneyBook is an all-in-one business management platform that simplifies client interactions and project workflows. Its user-friendly interface is perfect for small agencies and freelancers who want to automate administrative tasks like proposals, invoicing, and client onboarding.

Features:

• Project and client management in one tool.
• Templates for proposals, contracts, and invoices.
• Automated workflows for client onboarding.

Advantages:

• Ideal for small agencies with diverse clients.
• Streamlines administrative tasks.
• Easy to set up and use.

Disadvantages:

• Limited reporting and analytics.
• Designed for solopreneurs and small teams.

Pricing:

• Starts at $19/month.
• Free trial available.

Best For:

Freelancers and boutique marketing agencies handling various projects.

5. ActiveCampaign

ActiveCampaign is more than just a CRM—it’s a complete marketing automation solution. With powerful email marketing capabilities, sales automation, and advanced analytics, this platform is ideal for agencies focused on building strong client engagement strategies.

Features:

• CRM combined with powerful email marketing tools.
• Sales automation and lead scoring.
• Detailed reporting and analytics.

Advantages:

• Excellent email marketing capabilities.
• Scalable for growing agencies.
• Robust automation features.

Disadvantages:

• Steeper learning curve.
• Higher cost for advanced plans.

Pricing:

• Starts at $49/month.
• Free trial available.

Best For:

Agencies with a strong focus on email marketing and customer engagement.

6. Pipedrive

Pipedrive is a visually intuitive CRM that emphasizes ease of use and functionality. Its sales-focused features and customizable pipelines are well-suited for marketing agencies looking to manage client relationships and sales outreach effectively.

Features:

• Visual sales pipeline for tracking leads.
• AI-powered sales assistant for task reminders.
• Integrations with over 300 apps.

Advantages:

• Simple and visually intuitive.
• Scales well for teams of all sizes.
• Great for sales-centric agencies.

Disadvantages:

• Lacks native project management features.
• Limited features in basic plans.

Pricing:

• Starts at $14.90/month per user.
• Free trial available.

Best For:

Agencies focused on sales management and client outreach.

7. Zoho CRM

Zoho CRM offers an extensive suite of tools for managing leads, deals, and projects, making it a highly versatile choice for agencies. Its affordability and integration with the broader Zoho ecosystem make it appealing for teams seeking a budget-friendly yet comprehensive solution.

Features:

• Comprehensive suite including lead, deal, and project management.
• AI-powered analytics and forecasting.
• Customizable dashboards and workflows.

Advantages:

• Highly affordable for small teams.
• Extensive customization options.
• Part of a broader suite of business tools.

Disadvantages:

• The interface can feel overwhelming for beginners.
• Advanced features require higher-tier plans.

Pricing:

• Free plan available; paid plans start at $12/month per user.

Best For:

Agencies needing a budget-friendly CRM with extensive integrations.

8. Clientjoy

Clientjoy is designed specifically for agencies to manage the entire client lifecycle seamlessly. From invoicing to proposals, this platform simplifies client communication and helps teams stay organized without breaking the bank.

Features:

• End-to-end client lifecycle management.
• Built-in proposal, invoicing, and contract tools.
• Automated workflows for recurring tasks.

Advantages:

• Affordable and tailored for agencies.
• Combines CRM with financial tools.
• Simplifies client communication.

Disadvantages:

• Limited advanced marketing features.
• Best suited for smaller teams.

Pricing:

• Starts at $9/month per user.
• Free trial available.

Best For:

Small agencies managing client communication and billing in one platform.

9. Nimble

Nimble excels in smart contact management, particularly for agencies leveraging social media. Its AI-powered insights and seamless integrations with popular tools make it a great option for teams focused on relationship building.

Features:

• Smart contact management with social media integration.
• AI-powered insights for lead nurturing.
• Seamless integration with Office 365 and Google Workspace.

Advantages:

• Easy to set up and use.
• Excellent for social media-savvy teams.
• Affordable pricing.

Disadvantages:

• Lacks advanced reporting tools.
• Limited scalability for large teams.

Pricing:

• $25/month per user.
• Free trial available.

Best For:

Agencies leveraging social media for lead generation and relationship building.

10. ClickUp (with CRM Add-ons)

ClickUp is an all-in-one project management platform that can be customized to function as a CRM. Its versatility and affordability make it a great option for agencies managing cross-functional teams and projects alongside client relationships.

Features:

• All-in-one project and CRM platform.
• Highly customizable dashboards and pipelines.
• Time tracking and task management.

Advantages:

• Combines project management with CRM features.
• Affordable and scalable.
• Ideal for managing cross-functional teams.

Disadvantages:

• Requires customization for full CRM functionality.
• Overwhelming for first-time users.

Pricing:

• Free plan available; paid plans start at $5/month per user.

Best For:

Agencies looking for a hybrid solution combining project and client management.

Conclusion

Choosing the right CRM depends on your agency’s size, focus, and growth trajectory. Whether you’re a solopreneur, a boutique agency, or a fast-growing team, the options above offer diverse functionalities to meet your needs. Evaluate the features, pricing, and target audience carefully to select the best fit for your marketing agency in 2025.