The Best CRMs for Agencies in 2025

Running an agency has never been simple. On any given day, you’re prospecting for new business, nurturing existing client relationships, assigning projects to your team, and making sure the numbers add up at the end of the month. The pace is fast, client demands are high, and margins are often tight. In that environment, relying on spreadsheets or a generic CRM system can quickly become a liability.

That’s where the right agency CRM software comes in. A well-chosen customer relationship management tool doesn’t just help you keep track of leads; it gives you a complete picture of how your pipeline, projects, and people intersect. For agencies, that means being able to forecast revenue, stay on top of client communications, and keep every opportunity moving forward.

The challenge is that not all tools are built for agencies. Many popular marketing CRM software platforms are designed for traditional sales teams, leaving agency leaders frustrated when they try to bend them to fit project-based, client-centric work. The good news is that there are tools out there designed with agencies in mind, from lightweight systems for outbound prospecting to full-scale platforms that combine CRM, project management, and campaign automation.

And while CRMs focus on external client relationships and sales pipelines, agencies also need internal visibility into capacity, utilization, and profitability. That’s where complementary tools like Supervisible, a capacity planning and resource management platform, play an important role. We’ll cover Supervisible in more detail later, after we review the best CRMs available in 2025.

Quick Comparison: Which CRM Might Suit You Best

Here’s a high-level side-by-side so you can spot your best candidates quickly:

What Makes a CRM “Agency-Ready”?

Not all customer relationship management tools fit an agency’s unique needs. A CRM truly built for agencies should combine sales functionality with client-centric workflows.

A strong agency CRM software should provide:

• Pipeline management: Easy tracking of new business opportunities, proposals, and negotiations.

• Client relationship history: A centralized hub for every interaction—emails, calls, meetings, campaign notes.

• Project linkage: Ability to connect clients to the actual work being delivered.

• Collaboration: Smooth handoffs between sales, delivery, and account teams.

• Financial visibility: Tools that connect deals to budgets, retainers, or revenue forecasts.

• Agency integrations: Links to Google Workspace, Slack, time-tracking, and accounting tools.

Top CRM Tools for Agencies in 2025

1. ClickUp

Why choose ClickUp
ClickUp is one of the most flexible productivity platforms on the market, capable of functioning as both a project management tool and a CRM. Agencies can create custom pipelines, link tasks directly to deals, and use automation to streamline sales workflows. For example, closing a deal in ClickUp can automatically trigger a new project with prebuilt tasks.

Its real value is consolidation: instead of switching between a CRM and a project tool, agencies can keep everything in one ecosystem.

Best for
Agencies that want to reduce tool sprawl by combining CRM and project management in one platform. It’s particularly useful if you already run project delivery in ClickUp.

Pricing
Free plan available. Paid plans start at $7 per user/month, with advanced features at $12.

What to consider
Flexibility comes at a cost, setup requires time and discipline. Agencies that don’t want to build custom pipelines and dashboards may find it overwhelming.

2. Productive

Why choose Productive
Productive markets itself as an all-in-one agency management suite, and for good reason. It combines CRM, project management, resource planning, budgeting, and invoicing. New deals connect directly to your financial forecasts, giving you real-time insight into margins before you commit to a project.

This tight integration between sales and delivery makes it one of the most complete agency CRM systems available.

Best for
Mid-sized or larger agencies looking for a platform that manages the entire lifecycle: sales, delivery, and financials. Perfect for teams that have outgrown spreadsheets.

Pricing
Starts at $11 per user/month.

What to consider
Its comprehensive feature set can feel heavy for smaller agencies. Success with Productive requires buy-in from sales, delivery, and finance teams alike.

3. Breakcold

Why choose Breakcold
Breakcold is built for outbound-heavy agencies. It integrates LinkedIn and email outreach into one system, letting agencies prospect, message, and track engagement without juggling multiple tools. Its unified inbox consolidates conversations, so your sales team sees every touchpoint with a lead, whether it’s an email or LinkedIn message.

For agencies that rely on outbound prospecting, this saves time and keeps outreach highly organized.

Best for
Agencies that prioritize prospecting, sales outreach, and lead generation.

Pricing
Starts at $9 per user/month.

What to consider
Breakcold is sales-first. It lacks delivery, resourcing, and profitability tracking features meaning it should be paired with another agency CRM software for project operations.

4. HubSpot CRM

Why choose HubSpot CRM
HubSpot is one of the most popular CRM platforms in the world, especially for marketing agencies. Its free CRM includes contact management, pipeline tracking, and email logging. Paid plans add robust marketing automation, campaign management, AI insights, and reporting.

It’s also a great fit if you want to deliver client campaigns using the same platform you use internally.

Best for
Inbound-focused marketing agencies. Often considered the best CRM for marketing agencies thanks to its campaign tools and automation.

Pricing
Free plan available. Paid plans start at $20 per user/month.

What to consider
HubSpot is excellent for marketing workflows but doesn’t cover delivery or profitability. Costs also rise sharply as you scale into enterprise features.

5. Zoho CRM

Why choose Zoho CRM
Zoho offers a cost-effective entry point into CRM, with the option to expand into its larger suite (Zoho Projects, Zoho Books, Zoho Mail). It includes pipeline management, automation, and multichannel communication, giving agencies flexibility to build their own ecosystem at a lower price point.

Best for
Small to mid-sized agencies that want a budget-friendly CRM with room to expand.

Pricing
Starts at $14 per user/month.

What to consider
Zoho’s interface can feel dated, and setup may require technical support. While affordable, it lacks the polish of more modern CRMs.

6. Pipedrive

Why choose Pipedrive
Pipedrive’s strength is simplicity. Its drag-and-drop pipeline makes tracking deals intuitive, while automation handles repetitive tasks like follow-ups. It integrates with Slack, Trello, and dozens of other apps, making it easy to fit into existing workflows.

Best for
Agencies looking for a straightforward, sales-focused CRM that sales teams will actually use.

Pricing
Starts at $15 per user/month.

What to consider
Pipedrive focuses exclusively on sales, it won’t give you resource or profitability visibility. Best when paired with a project management tool.

7. Freshsales

Why choose Freshsales
Freshsales combines CRM functionality with built-in email, phone, and chat tools, letting agencies communicate with leads directly inside the system. Its AI-powered lead scoring helps prioritize high-value opportunities, while workflow automations cut down on manual tasks.

Best for
Agencies that want an affordable, AI-driven CRM with integrated communication features.

Pricing
Starts at $15 per user/month.

What to consider
Freshsales is strong in sales automation but lacks delivery and profitability tools. Agencies will need other platforms for operations.

8. Salesforce

Why choose Salesforce
Salesforce is the enterprise heavyweight of CRMs. Its AppExchange marketplace offers thousands of add-ons and integrations, making it endlessly customizable. Large agencies can tailor Salesforce for sales, marketing, service, and even project workflows.

Best for
Enterprise agencies with complex needs and budgets for customization.

Pricing
Base plans start at $25 per user/month. Full deployments often cost significantly more.

What to consider
Powerful but complex. Implementation requires expertise, and adoption can be slow. For small agencies, it’s typically overkill.

9. Creatio

Why choose Creatio
Creatio is a low-code CRM designed for customization. Agencies can build tailored workflows for client onboarding, approvals, or specialized sales processes. Its flexibility makes it a strong choice for teams with unique operational models.

Best for
Agencies with specialized workflows that can’t be mapped in standard CRMs.

Pricing
Custom pricing.

What to consider
Best for larger teams with technical resources. For smaller agencies, the complexity may outweigh the benefits.

10. Insightly

Why choose Insightly
Insightly is a CRM and project management hybrid that combines contact management, workflow automation, and project tracking in one platform. It helps agencies manage the full client lifecycle, from lead generation to project delivery, without switching between tools.

Best for
Agencies that want a lightweight alternative to Salesforce with built-in project tracking.

Pricing
Starts at $29 per user/month.

What to considerInsightly offers a balanced mix of CRM and project management but isn’t as customizable as Salesforce or as agency-specific as Productive.

Tips for Choosing the Best CRM for Agencies

Choosing a CRM isn’t just about picking the platform with the most features. It’s about finding a solution that matches your agency’s unique needs, processes, and growth stage.

1. Start by identifying your pain points. Are you losing deals because you can’t track follow-ups? Do you struggle to understand whether a new retainer is actually profitable? Or is your team constantly overbooked? The right CRM should address the area where you feel the most friction.

2. Next, think about adoption. A CRM only works if your team uses it. Agencies often fall into the trap of choosing the flashiest or most robust tool, only to find adoption lags because it’s too complex. Sometimes a simpler tool with fewer features but higher usability is the smarter choice.

3. Integration is another key consideration. Your CRM shouldn’t be an island. Look for a system that connects with the tools you already rely on: Slack for communication, QuickBooks for accounting, Harvest for time tracking, or Asana for task management. A disconnected CRM will only add friction.

4. Finally, plan for the long term. Switching CRMs is costly and disruptive. The best agency CRM is one that grows with you, supporting today’s needs while also scaling to handle more clients, more projects, and more complexity in the future.

Frequently Asked Questions

• Do agencies need both a CRM and a project management tool?
  Not always. Platforms like Productive, Insightly, and ClickUp combine both CRM and project management. But if you use a sales-first CRM like Breakcold, you’ll need a project tool for delivery.

  
  

• What is the most popular CRM platform for agencies?
  Globally, HubSpot and Salesforce are the most widely adopted. But popularity doesn’t mean best fit; smaller agencies often prefer Zoho or Pipedrive, while agency-focused teams adopt hybrid tools.

  
  

• How much does an agency CRM cost?
  Prices range from $9/user/month for tools like Breakcold to $29/user/month for Insightly or $25+/user/month for Salesforce.

  
  

• Can a CRM improve client retention?
  Yes. By centralizing communications and project visibility, CRMs help agencies respond faster, deliver consistently, and reduce client churn.

  
  

• What is the best CRM for creative agencies?
  For agencies balancing creative work with financial performance, Productive and ClickUp are strong choices. They connect client work to budgets and capacity, which is crucial in creative industries.

Beyond CRM: Where Supervisible Fits

While this article has focused on the best CRM for agencies, not every challenge agencies face revolves around sales or client communication. Many agency leaders find that the real struggle lies in delivering projects profitably while protecting their team’s capacity.

That’s where Supervisible comes in. Supervisible is not a CRM, it’s a capacity planning and resource management platform built specifically for agencies. It helps you see team workloads, utilization, and revenue forecasts in one dashboard. By linking actual time data from other tools with financial forecasts, Supervisible lets you test “what-if” scenarios before committing to new projects or clients. It flags overloads, prevents conflicts, and ties resource allocation directly to profitability.

In other words, while CRMs look outward at client relationships and sales pipelines, Supervisible looks inward at your team, projects, and margins. And here’s the exciting part: Supervisible is actively building its own CRM, designed from the ground up for agencies, to close the gap between capacity planning and client relationship management.

Take Control of Your Agency’s Growth with Supervisible

If you’re struggling with visibility into workloads, profitability forecasting, or resource allocation, Supervisible gives you the clarity you need to scale with confidence. It’s the only tool that ties together team capacity, project planning, and financial outcomes into one unified view.

If you’re ready to stop guessing and start running your agency with clarity, it’s time to give Supervisible a try. Request a demo today and see how it can transform the way your agency plans, sells, and delivers.