Best 7 CRM for Marketing Agency (2025 Comparison Guide)

Originally published November 17, 2025, updated November 17, 2025

Looking for a smarter CRM for your marketing agency? Discover the top CRMs that empower your sales and marketing teams without holding you back.

Choosing the right CRM for marketing agency can be a game-changer. The best CRM platforms for agencies help you manage clients, track leads, collaborate with your team, and organize project workflows — all in one place.

This guide compares the 7 best CRMs for marketing agencies, based on features, automation, integrations, pricing, and scalability. Whether you’re a digital agency, creative studio, or performance marketing team, you’ll find the perfect CRM for your use case.

Why digital marketing agencies need CRM system

Marketing agencies juggle leads, clients, campaigns, approvals, projects, and reporting. Without a centralized system, communication breaks, deadlines slip, and client experience suffers. CRM software designed specifically for marketing agencies reduces complexity and unifies operations.

Key reasons agencies use CRMs:

• Centralized client communication — every email, message, brief, approval, and campaign update is stored in one client timeline, making it easy for the team to stay aligned.
• Reliable task and deadline management — agencies coordinate PPC, SEO, SMM, design, and content teams; a CRM helps track tasks, deliverables, and approvals across all clients so nothing is missed.
• Structured onboarding and delivery workflows — collecting accesses, briefs, assets, and initial requirements becomes a consistent, trackable process instead of a manual chase.
• Clear pipeline and revenue visibility — agencies can track leads, proposals, retainers, upsells, and renewals in one pipeline, improving forecasting and follow up on deals at the right time.
• Reduced operational workload through automation — reminders, follow-ups, tasks, status updates and more can be automated, freeing the team from repetitive admin work.
• Aligned internal teams — account managers, creatives, and performance specialists all see the same client context, which improves handoffs and reduces miscommunication.
• Faster, more accurate reporting — CRMs store historical data, campaign results, and client notes, making it simple to prepare weekly or monthly reports without digging through multiple tools.

A CRM gives agencies the structure they need to manage many clients at once, deliver work on time, communicate clearly, and grow without adding more operational overhead.

List of Best CRM for Agency

NetHunt CRM (Best All-in-One CRM for Digital & Creative Agencies)

NetHunt CRM is the best all-around CRM for marketing agencies that want a unified workspace for leads, clients, projects management, automation, and analytics .

NetHunt CRM helps agencies manage contacts, organize pipelines, automate repetitive tasks, and improve communication across sales, marketing teams and account managers.

NetHunt CRM combines:

• CRM, 
• email marketing tool, 
• workflow automation tool 
• Project management tool into one platform

Why Agencies Choose NetHunt CRM

• Works natively in Gmail → zero learning curve
• Built-in email marketing + automation → no need for separate tools
• Messenger integration → all conversations stored inside CRM
• Most flexible customization on this list

Key CRM Features

Pricing

From $24/user/month (annual billing).

NetHunt CRM is a solid choice for agencies that want an all-in-one platform combining sales and marketing tools to help choose the best CRM software for agency needs, boost sales and marketing efforts, and drive business growth

Zoho CRM (Best for agencies needing a large ecosystem)

Zoho CRM offers a flexible toolkit for agencies looking for customization and omnichannel communication. It supports email, social media, chat, and phone — all within one ecosystem.

Key Features

Features	Description
Marketing Automation	Automates email campaigns, lead nurturing, and marketing workflows to maximize marketing team productivity.
Sales Pipeline Management	Helps track and manage leads, prospects, and deals to improve conversion rates.
Customization	Allows agencies to customize modules, fields, and workflows to fit unique agency CRM needs.
Multichannel Communication	Supports email, social media, live chat, and phone calls within the CRM for unified client communication.
Advanced Analytics	Offers detailed insights into sales and marketing performance for data-driven decision-making.
Integration	Seamlessly connects with popular marketing tools and platforms like Google Workspace, social media, and email services.
Mobile App	Enables sales and marketing teams to manage CRM on the go.

Pricing

From €14/user/month (annual billing).

Best for: Agencies needing a fully customizable CRM ecosystem.

HubSpot

HubSpot is a global leader in CRM and marketing automation. Designed to scale with agencies, it offers robust AI-powered features for lead management, marketing campaigns, and client retention.

Key Features

Features	Description
Contact and Pipeline Management	Organize and track leads, prospects, and deals with flexible CRM views like boards, calendars, and kanban for better workflow.
Marketing Automation	Automate personalized email campaigns using AI-powered email that leverages CRM data for higher conversion.
AI-Powered Assistance	Includes Customer Agent for 24/7 customer support, Prospecting Agent for lead research and engagement, and Content Agent for scalable content creation.
Marketing Studio	Visual canvas for campaign design, orchestration, and optimization with AI suggestions.
Segmentation and Personalization	Dynamic audience segments that update in real time for targeted marketing.
Comprehensive Reporting	AI-driven smart insights that highlight trends, risks, and opportunities for data-driven marketing and sales decisions.
Multichannel Communication	Manage email, chat, phone, and social communications in one platform.
Integration	Connects with Google Workspace, Microsoft 365, Slack, and many other marketing and sales tools.
Mobile Accessibility	Manage CRM activities on the go with mobile apps.

Pricing

From €45/user/month (annual billing).

Best for: Agencies ready to invest in an enterprise-grade all-in-one CRM.

Monday CRM

Monday.com doubles as a CRM and project management platform, making it a favorite for creative teams who need visibility into both clients and campaigns.

Key Features

Features	Description
Customizable Workflows	Adapt boards and pipelines to suit specific agency needs, from lead tracking to campaign management.
Lead Capture Forms	Automatically collect and organize client information for efficient contact management.
Marketing Automation	Automate follow-ups, reminders, and personalized email campaigns to support marketing and sales processes.
Sales Pipeline Management	Visualize deal stages with Kanban, list, or timeline views for better sales process tracking.
Dashboards & Analytics	Monitor real-time metrics like campaign ROI, lead conversion, and client retention with customizable dashboards.
Seamless Integrations	Connects with popular tools like Gmail, Mailchimp, LinkedIn, and Google Calendar to unify marketing efforts.
Collaboration Tools	Facilitate team communication and task assignments to enhance workflow efficiency.
AI-powered Features	Use AI automation to identify repetitive tasks, generate emails, and gain insights to boost productivity.
Mobile Access	Manage CRM activities remotely with the Monday.com mobile app.

This makes Monday.com a strong choice for marketing agencies seeking a customizable and automated CRM platform that supports both sales and marketing teams in 2025.

Pricing

From €15/user/month (annual billing).

Best for: Agencies wanting visual, customizable CRM workflows.

Pipedrive

Pipedrive focuses on simplicity and pipeline visibility. It's an intuitive CRM that helps agencies track every deal, automate follow-ups, and measure sales outcomes.

Key Features

Features	Description
Visual Sales Pipeline	Easily track leads and opportunities with drag-and-drop deal stages.
Automation Tools	Automate repetitive workflows such as follow-ups, lead qualification, and notifications.
Contact Management	Centralizes client information for smooth communication and personalized marketing efforts.
Email Integration	Syncs with email platforms to manage campaigns and track client interactions.
Activity Reminders	Keeps marketing and sales teams on schedule with task reminders and deadlines.
Customizable Dashboards	Offers insights into sales and marketing performance tailored to agency needs.
Collaboration Tools	Enhances teamwork with shared pipelines and notes between sales and marketing teams.
Mobile App	Enables management of contacts and sales activities anywhere.
Insights and Reporting	Tracks KPIs and campaign success to support data-driven decisions.

Pricing

From €19/user/month (annual billing).

Best for: Small and mid-size agencies prioritizing ease of use.

Insightly CRM

Insightly combines CRM, project management, and marketing automation — offering a complete client lifecycle view for marketing agencies.

Key features

Features	Description
Robust Contact and Campaign Management	Maintain detailed client profiles and organize marketing campaigns with full history to understand preferences and track results.
Lead and Opportunity Tracking	Manage and monitor sales pipelines, ensuring leads are nurtured effectively through every stage.
Workflow Automation	Automate routine marketing and sales tasks, improving productivity and reducing manual efforts.
Project and Task Collaboration	Facilitate team collaboration via task assignments, progress tracking, and file sharing to keep marketing campaigns on track.
Comprehensive Analytics and Reporting	Access campaign performance data and generate client-friendly reports for smarter, data-driven decisions.
Seamless Integrations	Connect effortlessly with email marketing tools, social media platforms, and other marketing software, including native Insightly Marketing Automation.
Customer Support and Onboarding	Benefit from dedicated onboarding assistance and ongoing customer service to ensure smooth implementation and usage.
Partner Program	Agencies can leverage a partner program to generate additional revenue by offering CRM services.

Pricing

From €29/user/month (annual billing).

Best for: Agencies that handle both marketing and project delivery.

Benefits of using the best CRM for marketing agency

Marketing agencies manage dozens of clients, projects, and campaigns at the same time - which makes organization, communication, and deadlines critical. A CRM helps agencies replace scattered tools and manual work with a unified, structured system.

Here are the key benefits of using CRM for marketing agencies in 2025:

1. Centralized client communication All messages, emails, briefs, approvals, and feedback are stored in one place. Teams never miss client updates and can answer “What’s the status?” instantly.
2. Better task & project management across multiple clientsA CRM helps track tasks, deadlines, campaigns, and deliverables for every client. Automated reminders prevent missed deadlines and keep projects moving smoothly.
3. Streamlined client onboarding & deliveryStandardized workflows ensure every new client is onboarded consistently — contracts, briefs, accesses, and assets are tracked in one system.
4. Clear reporting & performance trackingCRMs simplify reporting by storing campaign data, results, and historical performance. Reports can be generated or automated, saving hours each month.
5. Improved pipeline visibility & revenue predictabilityAgencies can track leads, proposals, and retainers, ensuring timely follow-ups and fewer stalled deals. This leads to more predictable revenue and on-time payments.
6. Reduced operational workloadAutomation cuts down repetitive admin tasks — follow-ups, reminders, task creation, status updates — freeing account managers and creatives to focus on client results.

Using the right CRM is crucial for agencies to combine robust CRM features, automation tools, and marketing processes for comprehensive business management, helping them choose the best CRM platform tailored to their specific marketing and sales needs in 2025.

How we selected the best marketing CRMs

Choosing the right CRM software for a marketing agency involves careful evaluation of multiple factors tailored to agency-specific needs. Here are key points considered when selecting the best CRM for marketing agencies in 2025

Key criteria	Description
Business Needs Alignment	Ensuring the CRM platform addresses the unique business needs of marketing agencies, including the ability to manage contacts, sales pipelines, and marketing campaigns effectively.
Automation Tools	Prioritizing CRMs with robust automation features that streamline marketing processes, email campaigns, and workflow automation to boost efficiency.
Ease of Use	Choosing user-friendly CRM software with intuitive interfaces that minimize training time and promote adoption by sales and marketing teams.
Integration Capabilities	Selecting CRMs that seamlessly integrate with other marketing and sales tools such as email marketing platforms, Google Workspace, social media, and project management software.
Sales and Marketing Features	The CRM must combine sales pipeline management, contact management, and marketing automation to support aligned marketing and sales processes.
Customization and Scalability	Evaluating the ability of the CRM to be customized to specific agency workflows and scale with the agency's growth over time.
Data and Reporting	Emphasizing powerful analytics and reporting capabilities to provide data-driven insights into sales and marketing efforts, helping agencies optimize campaigns and improve ROI.
Pricing and Value	Considering pricing plans that offer flexibility and value for agencies of all sizes, including free trials to test the CRM before commitment.
Mobile Access and Support	Ensuring availability of mobile CRM apps and reliable customer support to maintain productivity regardless of location.
Security and Compliance	Verifying that the CRM meets data security standards and complies with relevant regulations, protecting sensitive client and business data.

These criteria ensure the selection of the best CRM software that helps marketing agencies combine CRM system features with marketing automation and sales management, ultimately driving business growth and enhancing marketing efforts in 2025.

FAQ

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