11 Best CRM for Marketing Agencies [Free & Paid]

A robust CRM system not only streamlines client interactions but also empowers advertising agencies to deliver targeted, data-driven campaigns.

In this article, we delve into the realm of CRMs and explore the best CRM for marketing agencies.

Whether you're aiming to improve lead generation, enhance client management, or automate marketing efforts, we've compiled a list of the top CRMs that will not only meet but exceed your agency's expectations.

11 Best CRM for Marketing Agencies [Free & Paid]

1. GoHighLevel

GoHighLevel is hands down the number one best CRM for marketing agencies. It's an all-in-one CRM platform created by a marketing agency for agencies of all sizes. It provides all the tools an agency needs to acquire, nurture, and convert leads to paying customers under one roof.

It also offers a white label reseller service which allows digital marketing agencies to customize the entire HighLevel platform with their branding and resell the software to their clients while keeping 100% of the profit.

With this, agencies can provide top-notch white-label CRM services or simply sell GoHighLevel as a SaaS (software as a service) product at their preferred price and generate monthly recurring income from their clients.

Here are some of the key features offered by Gohighlevel:

• CRM: Gohighlevel provides a comprehensive Customer Relationship Management system, allowing businesses to efficiently manage leads, deals, and customer interactions, all in one centralized platform.
• Landing Page & Sales Funnel: With Gohighlevel's user-friendly drag-and-drop builder, you can quickly create captivating landing pages and sales funnels to drive conversions and engage your audience effectively.
• Lead Capture Forms: Agencies can design custom lead capture forms that are easily embeddable on their website or shareable across various social media platforms, facilitating lead generation.
• Appointment Scheduling: The platform includes a built-in appointment scheduling system, enabling seamless scheduling of appointments with leads and clients, streamlining your booking process.
• SMS Marketing: Gohighlevel empowers agencies to harness the potential of SMS marketing, a highly effective way to engage with leads and customers, nurturing relationships and driving conversions.
• Email Marketing: The platform offers a robust email marketing system, allowing agencies to create and send personalized email campaigns to their leads and customer base, boosting engagement and conversions.
• White Label: Gohighlevel offers the flexibility for agencies to rebrand and resell the software to their clients at their desired price point and also allows them to retain the entire profit.
• Sales Pipeline Management: You can effectively manage your marketing agency's sales pipeline, which encompasses lead tracking, deal management, and detailed reporting, facilitating more informed decision-making.
• Integrations: Gohighlevel seamlessly integrates with a variety of popular tools, including Zapier, Facebook, and Google, expanding its functionality and compatibility with your existing software stack.

Gohighlevel Pricing plans

GoHighLevel pricing is structured to cater to the specific needs of agencies

• Agency Starter: Priced at $97 per month, this plan includes all the core features of Gohighlevel but is limited to a single user account.
• Agency Unlimited: Priced at $297 per month, this plan encompasses all the features in the standard plan, along with the benefit of an unlimited user account.
• Agency Pro (SaaS pricing): At $497 per month, this plan goes a step further by offering all the features of the Unlimited plan and adds the advantage of white labeling and SaaS Mode functionality.

Get Started With GoHighLevel for Free

2. Simvoly

Simvoly stands out as a reliable CRM for digital marketing agencies, featuring robust and cost-effective white label capabilities.

It empowers you to craft professional-looking websites, sales funnels, and provides white label customer relation services to your customers.

Leveraging Simvoly's white label CRM, marketing agencies can efficiently create and manage websites, e-commerce stores, lead generation processes, marketing automation, and customer relationship management – all seamlessly integrated under their unique branding.

Furthermore, you can offer the platform to your customers for a one-time, monthly, or annual fee.

Key Features:

• Website creation and management
• E-commerce management
• Lead generation and management
• Marketing automation
• Customizable branding and messaging
• Contact and customer management
• Appointment scheduling
• Email marketing
• Advanced analytics and reporting

Simvoly White Label Pricing:

• WL Basic: $59 per month
• WL Growth: $99 per month
• WL Pro: $199 per month

Get Started With Simvoly White Label CRM for Free

3. Freshsales

Freshsales is a cost-effective CRM solution meticulously crafted to assist sales teams of small agencies in efficiently overseeing their sales pipeline and expediting the closure of deals.

It's arguably the best CRM for small agencies, it has a free plan with a potent tool for ushering in successful sales outcomes. With its array of automation features, Freshsales empowers you to optimize time management and elevate overall productivity.

Freshsales boasts a plethora of features for marketing agencies:

• Lead Capture: Freshsales facilitates lead acquisition from various sources, including email, chat, and social media platforms.
• Deal Management: Businesses can efficiently oversee their sales pipeline, encompassing lead monitoring, deal administration, and comprehensive reporting.
• Email Marketing: Employ a potent email marketing system to create and send personalized email campaigns to your valuable leads and customers.
• Phone Integration: Seamlessly integrate with popular phone systems, enabling businesses to initiate and receive calls directly through the CRM.
• Reporting and Analytics: Harness the potential of a robust reporting system to monitor your performance and make well-informed, data-driven decisions.
• Mobile App: Freshsales offers a user-friendly mobile app compatible with both iOS and Android, granting businesses the flexibility to manage their sales pipeline while on the move.
• Integrations: Maximize your CRM's capabilities by taking advantage of integrations with other widely-used tools such as Zapier, Mailchimp, and Google.

Freshsales pricing plans:

• Growth: Priced at $15 per user per month
• Pro: Available at $39 per user per month
• Enterprise: For advanced features, it is priced at $69 per user per month

Get Started With Freshsales for Free

4. ClickFunnels 2.0

ClickFunnels 2.0 is a popular sales and marketing platform that has an entire section that offers agencies a very effective and powerful CRM and pipeline management.

It can help you create marketing campaigns, track your opportunities, conversations, appointments, sales reps’ progress, phone calls, lead scoring, and a lot more.

The platform also provides its users with comprehensive digital marketing training and customer support.

Here are the key features of ClickFunnels 2.0:

• Custom CRM Funnels: These specialized funnels play a pivotal role in the efficient conversion of leads into paying customers. They offer the capability to meticulously track leads, close deals, and provide essential customer support.
• Advanced Email Workflows: ClickFunnels 2.0 empowers users to create and activate intricate email workflows, tailored to user behavior and interactions, enhancing email marketing campaigns.
• Course Builder 2.0: The new and improved course builder features a unique user interface and a fresh set of templates. It facilitates the seamless hosting of lesson videos while ensuring optimization, caching, and robust security. Building lesson and course pages within the default editor is now a straightforward process.
• eCommerce Site Builder: ClickFunnels 2.0 introduces the eCommerce Site Builder, allowing users to craft comprehensive eCommerce stores directly within the platform.
• Blog Builder: Responding to user demands, ClickFunnels 2.0 fulfills the long-anticipated feature of a Blog Builder. Users can now effortlessly create and publish blog posts within the ClickFunnels ecosystem. This addition is invaluable for driving organic traffic and expanding content marketing efforts.
• Enhanced Load Times: ClickFunnels 2.0 achieves faster load times, outperforming competitors in the market. This speed enhancement is particularly noteworthy, especially when considering the multitude of new features introduced.
• Real-Time Analytics & Funnel Stats: ClickFunnels 2.0 incorporates a real-time analytics dashboard, delivering vital insights into the performance of your sales funnels.
• Customer Center: ClickFunnels 2.0 houses a comprehensive Customer Center, serving as a central hub for managing customer-related data. This multifunctional platform enables users to oversee customer courses, payment information, billing profiles, payment history, lead magnets, and more.

ClickFunnels 2.0 pricing:

• ClickFunnels Basic Plan: Priced at $147 per month, this plan equips you with the capability to generate and launch up to 20 funnels. It encompasses provisions for 1 website, 10,000 email contacts, unlimited courses, workflows, pages, products, email sequences, and grants access to the share funnels feature.
• ClickFunnels Pro Plan: At $197 per month, the ClickFunnels Pro plan extends your capabilities, allowing you to create and deploy up to 100 funnels. This plan accommodates 25,000 contacts, 1 website, 3 domains, and offers unlimited courses, workflows, pages, products, email sequences, share funnels, along with added analytics and API access.
• Funnel Hacker Plan: Priced at $297 per month, the Funnel Hacker plan offers the most extensive range of features, including the capacity to generate an unlimited number of funnels. It provides provisions for 3 websites, 9 domains, and 200,000 contacts, as well as unlimited courses, products, email sequences, workflows, and share funnels, along with enhanced analytics and API access.

Get Started With ClickFunnels 2.0 For Free

5. Hubspot

HubSpot stands as a cloud-based software platform encompassing marketing, sales, and customer service tools, tailored to assist advertising agencies in their journey from attracting potential customers to converting them into loyal clients.

The platform presents an array of features designed to empower marketing agencies in managing marketing campaigns, automating sales processes, and delivering top-tier customer service.

Key Features:

• Marketing Automation: HubSpot offers a suite of marketing automation tools, streamlining marketing efforts through email marketing, social media scheduling, and lead generation capabilities.
• Sales Automation: Businesses can automate sales processes, lead tracking, and deal closure using HubSpot's sales automation features, which include sales tracking, lead management, and comprehensive sales analytics.
• Customer Service Automation: Elevate customer service with automated support processes, featuring ticket tracking, live chat, and customer feedback tools.
• Landing Page Builder: Create customized, conversion-optimized landing pages effortlessly with HubSpot's landing page builder. It boasts a selection of customizable templates, intuitive drag-and-drop functionality, and A/B testing capabilities for crafting high-performing landing pages that drive results.
• Social Media Management: Streamline your social media presence by scheduling and publishing posts on platforms like Facebook, Twitter, and LinkedIn. HubSpot's social media management tool also provides robust analytics and reporting features, enabling users to monitor their social media performance and refine their strategies over time.

Pricing plans:

• Free: $0 per month
• Starter: $30 per month
• Professional: $1,600 per month

Get Started With Hubspot

6. Vendasta

Vendasta is another awesome CRM for marketing agencies. It offers a comprehensive suite of tools and services designed to assist agencies in fostering and maintaining their online presence.

An important highlight is Vendasta's B2B focus, offering a white-label solution to its clients, enabling them to rebrand the platform under their name.

In addition to its core functionalities, Vendasta also provides comprehensive reporting and analytics tools, empowering businesses to evaluate performance and derive insights to guide data-centric decisions.

Key Features:

• Reputation Management: Businesses can effectively monitor and enhance their online reputation across various review sites.
• Local SEO: Optimize websites and online listings for better visibility in local searches.
• Social Media Management: Enable businesses to efficiently handle and distribute content across diverse social media platforms.
• Website Builder: Empower businesses to craft and design professional-grade websites.
• Email Marketing: A comprehensive email marketing system for promoting business and services.
• Reporting & Analytics: Delivering detailed insights into online presence and performance.
• Lead Generation: A suite of tools, including forms and landing pages, aimed at generating leads.

Vendasta pricing:

• Essentials: $359 per month
• Professional: $749 per month
• Premium: $1,579 per month
• Custom: $3,099 per month

Get started with Vendasta for Free

7. Monday.com

Monday.com stands as a cost-effective and versatile solution, seamlessly blending CRM, project management, and team collaboration functionalities.

This visual and adaptable platform equips users with the tools necessary to efficiently organize tasks, projects, and workflows.

It emerges as the ideal CRM software for digital marketing agencies aiming to optimize project management and workflow automation while adhering to budget constraints.

Key Features:

• Task Management: Monday.com empowers businesses to create, oversee, and distribute tasks among team members while monitoring progress comprehensively.
• Project Management: The platform facilitates efficient project management, encompassing critical aspects such as timelines, budgets, and resource allocation.
• Team Collaboration: Businesses can foster seamless collaboration among team members through features like chat, comments, and file sharing.
• Customizable Templates: Offering a diverse array of customizable templates tailored to different use cases, Monday.com accommodates requirements spanning project management, CRM, and more.
• Reporting and Analytics: The platform provides a robust reporting system, equipping businesses to monitor their performance and derive insights for data-informed decision-making.
• Integrations: Monday.com offers seamless integration capabilities with other prominent tools, including Zapier, Trello, and Slack, thereby enhancing workflow efficiency.

Pricing Plans:

• Basic: Available at $10 per user per month.
• Standard: Priced at $14 per user per month.
• Pro: Offered at $16 per user per month.
• Enterprise: Tailored pricing options for businesses with specific needs and requirements.

Get Started With Monday.com

8. Zoho

Zoho, a comprehensive suite of business software, incorporates a robust CRM tool among its array of offerings.

With features encompassing contact management, sales automation, and marketing automation, Zoho streamlines marketing and facilitates efficient sales closure.

Features:

• CRM: Zoho boasts a powerful CRM system that empowers businesses to effectively manage their sales pipeline and foster enduring customer relationships.
• Project Management: Zoho includes a versatile project management tool, enabling businesses to navigate projects with ease, handling timelines, budgets, and resource allocation.
• Email Marketing: Businesses harness the potential of Zoho's formidable email marketing system to craft and send email marketing campaigns to their leads and customers.
• Social Media Marketing: Zoho facilitates the management of social media accounts, encompassing tasks such as posting updates and monitoring mentions.
• Lead Generation: Zoho provides lead generation tools, featuring web forms and landing pages, to facilitate efficient lead capture.
• Sales Pipeline Management: Businesses can efficiently oversee their sales pipeline, incorporating lead tracking, deal management, and comprehensive reporting.
• Reporting and Analytics: Zoho's robust reporting and analytics system empowers businesses to meticulously track performance and glean insights for data-driven decisions.
• Integrations: Zoho seamlessly integrates with a variety of popular tools, including Google, Zapier, and Mailchimp, enhancing overall functionality.

Pricing Plans:

• Free: This plan encompasses basic features such as email and document management, designed for up to 3 users.
• Standard: Starting at $12 per user per month, the Standard plan includes additional features like finance management and CRM integration.
• Professional: Priced from $20 per user per month, the Professional plan encompasses all the features from the Standard tier, with additional offerings such as marketing automation and project management.
• Enterprise: Available from $35 per user per month, the Enterprise plan encompasses all features from the Professional tier, offering advanced analytics and access to a dedicated account manager.

Get Started With Zoho CRM

9. Keap

Keap, formerly recognized as Infusionsoft, presents a user-friendly Customer Relationship Management (CRM) and marketing automation software explicitly crafted to cater to the needs of small businesses.

This versatile platform encompasses an array of tools to streamline tasks such as creating compelling landing pages, nurturing leads, managing customer relationships, and automating the entire marketing workflow, thereby affording businesses the time and energy to concentrate on their growth strategies.

Key Features:

• CRM: Keap (Infusionsoft) CRM offers a potent CRM tool, facilitating the efficient management of contacts, tracking customer interactions, and audience segmentation.
• Contact Management: Comprehensive tracking of customer interactions, notes, and pertinent information, all conveniently consolidated in one centralized repository.
• Email Marketing: Empowering you to design and dispatch professional-grade emails to your contact list.
• Marketing Automation: Automating repetitive tasks, enabling streamlined lead nurturing processes.
• Sales Funnels: Facilitating the creation and monitoring of sales funnels to guide leads seamlessly through the sales journey.
• Appointments: Providing a mechanism for scheduling appointments with customers and sending timely reminders.
• E-commerce: Seamless integration with e-commerce platforms such as Shopify and WooCommerce, simplifying the management of online sales.
• Reports & Analytics: Equipping you with valuable insights into the performance of your marketing and sales campaigns.

Keap (Infusionsoft) Pricing:

• Keap Pro: $129 per month
• Keap Max: $199 per month
• Max Classic: Pricing details not specified.

Get Started With Keap For Free

10. ActiveCampaign

ActiveCampaign stands as a renowned marketing automation and CRM platform, serving as a valuable asset for agencies seeking to streamline their marketing and sales endeavors.

This multifaceted platform offers an extensive array of tools, encompassing email marketing, SMS marketing, marketing automation, and more, all designed to empower businesses in their client engagement strategies.

Key Features:

• Email Marketing: ActiveCampaign boasts a robust email marketing system that enables businesses to craft and dispatch personalized email campaigns to their leads and customers.
• SMS Marketing: The platform facilitates the sending of SMS messages to leads and customers, providing an exceptionally effective means of engagement.
• Marketing Automation: Businesses can effortlessly automate their marketing tasks, encompassing lead nurturing, segmentation, and various other processes.
• Deal Management: ActiveCampaign offers a comprehensive solution for managing the sales pipeline, including lead tracking, deal management, and detailed reporting.
• Reporting and Analytics: Equipped with a powerful reporting and analytics system, ActiveCampaign empowers businesses to monitor performance and make well-informed, data-driven decisions.
• Integrations: ActiveCampaign provides seamless integrations with other prominent tools, including Shopify, Salesforce, and Zapier, ensuring a versatile and efficient workflow.

Pricing Plans:

• Lite: Priced at $9 per month, this plan includes fundamental features.
• Plus: For $49 per month, users gain access to more advanced features.
• Professional: Priced at $129 per month, this comprehensive plan encompasses the entire suite of features.

Get Started With Activecampaign

11. Pipedrive

Pipedrive, a CRM software tailored to the needs of sales teams, provides a host of features that streamline sales processes, including contact management, sales pipeline management, and deal tracking.

The platform also boasts seamless integration with other essential tools such as email marketing and social media platforms.

Key features of Pipedrive include:

• Sales Pipeline Management: Pipedrive equips businesses with a robust tool for managing their sales pipelines, enabling comprehensive control over the entire sales process. This includes efficient lead tracking and deal management.
• Email Integration: Integration with popular email systems like Gmail and Outlook allows businesses to seamlessly manage their email communications within the platform, enhancing workflow efficiency.
• Customizable Pipelines: Pipedrive offers businesses the flexibility to customize their sales pipelines, aligning them with their unique sales processes.
• Lead Management: The platform provides lead management tools that assist businesses in tracking and efficiently managing their leads throughout the sales cycle.
• Reporting and Analytics: Pipedrive's powerful reporting and analytics system empowers businesses to monitor performance and make well-informed, data-driven decisions.
• Mobile App: With a dedicated mobile app available for iOS and Android, Pipedrive enables businesses to manage their sales pipelines on the go, ensuring flexibility and accessibility.
• Integrations: Pipedrive seamlessly integrates with a range of popular tools, including Google, Slack, and Mailchimp, enhancing overall functionality.

Pricing Plans:

• Essentials: Starting at $9.90 per user per month.
• Advanced: Beginning at $19.90 per user per month.
• Professional: Priced from $39.90 per user per month.
• Enterprise: Starting at $59.90 per user per month.

Get Started With Pipedrive

FAQs On CRM for Marketing Agencies

What Is CRM for Marketing Agencies?

Customer Relationship Management (CRM) software designed for marketing agencies is a tool that aids businesses in monitoring their customer interactions and managing valuable relationships. This software empowers agencies to automate their marketing and sales processes, facilitating the tracking and analysis of customer data. Additionally, it plays a pivotal role in enhancing customer service and support operations for improved overall efficiency.

What Is the Role of A CRM In a Digital Marketing Agency?

CRM is crucial for digital marketing agencies to establish and nurture long-term relationships with their customers. By harnessing the data provided by CRM, agencies can pinpoint opportunities for upselling, cross-selling, and implementing personalized follow-ups.

What Are the Key Features of Marketing Agencies CRM?

Key Features to Consider in a Marketing Agency CRM

When selecting a CRM for marketing agencies, it's crucial to focus on the following key features:

• Automated Email Campaigns: A robust marketing agency CRM should support automated email campaigns, enabling personalized communication with prospects and clients based on their interactions with your business.
• Shared Team Inbox: Streamline customer communication by utilizing shared team inbox software. This feature consolidates customer interactions, allowing you and your team to view and respond from a unified platform.
• Web Forms: Look for a CRM that facilitates the creation and tracking of web forms to capture leads from your website. This functionality provides insights into lead generation effectiveness across various pages and content.
• Call Tracking: Efficiently analyze phone calls by utilizing call tracking features. A marketing agency CRM logs all calls made and received, helping assess sales rep performance and providing coaching opportunities.
• Text Messaging: Opt for a CRM with text messaging capabilities to leverage one of the most effective communication channels. This feature enables bulk SMS sending and enhances engagement with prospects.
• Integrations: Ensure the CRM integrates seamlessly with other third-party software. This allows for the smooth flow of data between multiple applications, consolidating your tech stack for comprehensive insights.
• Sales Pipeline: Utilize a sales pipeline to track and manage leads effectively. Choose a CRM that enables the creation of multiple sales pipelines tailored to each service your agency offers.
• Sales Reports: Look for a CRM that provides customizable reporting features. Reports are essential for evaluating team and individual performance, enabling data-driven decision-making.
• Live Chat: Engage with customers in real-time using live chat features. A marketing agency CRM should support the creation and tracking of live chat conversations.
• Contact Management: Opt for a CRM that offers robust contact management capabilities. It should automatically update contact records with new information to ensure data accuracy and accessibility.
• Lead Scoring: Prioritize and manage leads effectively through lead scoring features. A marketing agency CRM should allow for the creation and assignment of scores to identify hot leads and enhance deal closures.
• Workflow Automation: Simplify tasks for sales reps with workflow automation. This feature allows the creation of automated activities such as calls, emails, and texts, enhancing efficiency and reducing manual data entry.
• Sequences: Automate follow-ups with leads through sequence features. This functionality enables the automatic sending of emails, texts, or calls at scheduled intervals without manual intervention.

Selecting a CRM with these key features tailored to the needs of your marketing agency is crucial for maximizing efficiency and achieving business success.

Final Words on CRM for Marketing Agencies

In conclusion, selecting the right CRM software is a pivotal decision for agencies seeking to streamline their operations and foster lasting client relationships.

We have discussed the best CRM for marketing agencies in this article and GoHighLevel is my number-one pick because it outperforms all its competitors.