10 Best CRMs for Marketing Agency in 2025

10 Best CRMs for Marketing Agency in 2025 for Growth

What’s the secret weapon behind every high-performing marketing agency in 2025? It’s not just creative talent or cutting-edge campaigns. It’s the right CRM software powering the backend.

From tracking client interactions to managing campaigns, automating follow-ups, and driving ROI, CRM software isn’t a luxury anymore. It’s a necessity.

And with 82% of agencies planning to increase their tech stack budget in 2025 (HubSpot, 2024), choosing the best CRM for marketing agency operations is more vital than ever.

In this post, we’ve done the heavy lifting to hand-pick the 10 best CRMs for marketing agencies, complete with key features, buyer fit, pros & cons, and a powerful comparison chart.

Whether you’re a boutique creative agency or a large performance-based firm, this guide is for you.

Why Do You Need the Best CRM for Marketing Agency?

Imagine this: You just launched a Facebook campaign for a client. A lead fills out the form. Your copywriter needs the lead’s intent. The sales team wants follow-up cues. The account manager needs a status update. The founder? Wants ROI in numbers.

What is a CRM for a Marketing Agency?

A CRM (Customer Relationship Management) for marketing agencies is a tailored software solution designed to streamline client communication, track campaign performance, manage sales pipelines, and ensure flawless project delivery.

Unlike generic CRMs, marketing-focused CRMs come with telephony integration, multi-channel campaign tracking, lead nurturing, email marketing, and even social media management tools, everything you need in one dashboard.

Why Do Marketing Agencies Need a CRM?

Without a CRM, lead gets lost. With the right CRM, it’s nurtured, tracked, and converted effortlessly.

Marketing agencies need CRMs because:

• You juggle multiple clients and campaigns.
• Real-time insights are non-negotiable.
• Automation saves time and keeps you competitive.
• Clients expect fast, personal, and data-driven interactions.

Benefits of Using CRM Software for Marketing Agencies

A CRM can be your growth engine if used right. Here’s how:

• Centralized Client Communication

No more scattered emails or Slack threads. Everything lives in one place.

• Lead Nurturing & Pipeline Management

Move leads through custom sales stages, set reminders, and automate follow-ups.

• Campaign Tracking & ROI Reporting

Measure results, connect ad spend to conversion, and impress clients with real data.

• Workflow Automation

Automate repetitive tasks like emails, reminders, and data entry so your team can focus on creativity.

• Better Collaboration

Keep copywriters, designers, strategists, and account managers aligned with shared visibility.

• Improved Customer Retention

Proactively engage clients with touchpoints, reports, and insights.

What Features Should a Marketing CRM Have?

Before you pick a tool, check if it has these must-have features:

10 Best CRM for Marketing Agency

Let’s break down the best CRM systems for marketing agency success in 2025:

1. Pipedrive – Best Overall CRM for Growing Agencies

Pipedrive’s visual pipelines, customizable automation, and telephony features are game-changers for fast-paced teams.

Pipedrive Key Features:

• Visual sales pipeline
• Telephony & call tracking integration
• Workflow automation
• Lead segmentation & email campaigns
• Insights & goal-tracking dashboards

Pipedrive Best For:

Small to mid-sized growth-focused agencies

Pipedrive Pros:

• Intuitive interface
• Easy setup and low learning curve
• Excellent mobile app

Pipedrive Cons:

• No built-in social media tools
•  Limited free plan

Pipedrive Pricing:

Starts at $14/month | 45-day free trial

Do You Want To Scale Your Client Success And Revenue?

Try Pipedrive Today And Watch Your Agency Grow Smarter, Faster, Better!

2. HubSpot CRM – Best Free CRM for Marketing Agencies

For small agencies and startups that need to grow, HubSpot is the natural path to CRM. It includes all the necessary tools, such as an email marketing tool, ad tracking, live chat and so on, and offers it on a permanent free basis.

The visual dashboard allows you to visualize the funnel stage of leads, and marketing tools (landing pages, lead forms, automation) help you to turn the visitor into a client faster. The curve of learning is smooth, and UX is refined.

HubSpot CRM Key Features:

• Unlimited users and contacts on the free plan
• Ad tracking and ROI measurement
• Lead generation forms and popups
• Email templates and automation
• Integration with Gmail, Outlook, Facebook, and more

HubSpot CRM Best For:

New or budget-conscious agencies that want an all-in-one platform to get started.

HubSpot CRM Pros:

• Forever free plan with robust marketing tools
• Scalable to paid plans as you grow
• Rich ecosystem with CMS, Sales, and Service hubs

HubSpot CRM Cons:

• Paid tiers can become expensive for scaling agencies
• Some features require purchasing different “Hubs”

HubSpot CRM Pricing:

Free | Paid Marketing Hub starts at $20/month

3. Zoho CRM – Best for Custom Workflows

Zoho CRM is your best friend in case you are a creative agency that lives out of flexibility and custom workflows. It is the all-in-one CRM that offers customizable modules, AI support, and robust automation, and does not cost an arm and a leg.

Whether it is multi-channel interactions (email, social, phone) or advanced analytics and territory management, Zoho provides complete control over how you track, engage, and convert leads.

Zoho CRM Key Features:

• Omnichannel communication (phone, email, social, chat)
• AI-powered sales assistant (Zia)
• Blueprint for workflow automation
• Advanced analytics with dashboards
• Integration with over 500 apps

Zoho CRM Best For:

Agencies that want to customize every step of their client lifecycle and scale operations.

Zoho CRM Pros:

• Affordable, feature-packed tiers
• Seamless with Zoho’s ecosystem (Books, Projects, Campaigns)
•  Strong reporting and automation tools

Zoho CRM Cons:

• UI feels less modern than competitors
• Setup can be overwhelming for first-time users

Zoho CRM Pricing:

Starts at $14/month (Standard)

4. Salesforce – Best for Large Agencies

Salesforce is the gold standard for enterprise-grade CRM and with good reason. If your agency is managing high-volume clients, multiple teams, and enterprise-level campaigns, Salesforce delivers with unmatched customization, scalability, and data intelligence.

It offers everything from customer segmentation and opportunity forecasting to AI-driven insights and powerful automation tools. You’ll need some onboarding time, but the payoff is next-level control.

Salesforce Key Features:

• Custom dashboards, reports, and workflows
• Einstein AI for predictive analytics
• Team collaboration tools
•  Full API access and AppExchange integrations
• Enterprise-grade data security

Salesforce Best For:

Large agencies or multi-department firms with complex client journeys and high data volume.

Salesforce Pros:

• Incredibly scalable and secure
• Powerful automation and forecasting
•  Trusted by global marketing giants

Salesforce Cons:

• High learning curve
• Can become expensive with add-ons

Salesforce Pricing:

Starts at $25/user/month (Essentials)

5. Agile CRM – Best for All-in-One Campaign Management

For agencies juggling emails, social media, calls, and campaigns, Agile CRM packs a serious punch. It’s built for 360° marketing, giving you one dashboard to run lead generation, automate email sequences, manage deals, and track everything in real time.

Its strong telephony integration and campaign templates help agencies launch and monitor campaigns faster, ideal for performance marketers and client-facing teams.

Agile CRM Key Features:

• Marketing automation, web popups, landing pages
• Telephony (call recording, click-to-call)
• Email and social campaign tracking
•  Appointment scheduling
•  Contact-level analytics

Agile CRM Best For:

Agencies manage all-in-one marketing execution from a single platform.

Agile CRM Pros:

• Generous free plan
• Built-in helpdesk and telephony
• Affordable entry-level pricing

Agile CRM Cons:

• Interface can lag with large datasets
• Customer support is hit or miss

Agile CRM Pricing:

Free plan available | Paid from $8.99/month

6. Insightly – Best for Project & Campaign CRM

Insightly bridges the gap between sales and project management beautifully. It’s tailor-made for marketing agencies running complex campaigns, managing deliverables, and needing to show clients what’s been done and what’s coming next.

You get CRM features plus project timelines, milestones, email templates, and client dashboards all in one sleek interface.

Insightly Key Features:

• Integrated project & task management
• Workflow automation and lead routing
• Customizable dashboards
• Native Gmail/Outlook plugins
• Contact + campaign tracking

Insightly Best For:

Agencies that treat campaigns as projects and need streamlined visibility from lead to delivery.

Insightly Pros:

• Solid project management tools
• Visual, client-friendly interface
• Good email and communication integrations

Insightly Cons:

• No free plan
• Lacks advanced marketing automation tools

Insightly Pricing:

Starts at $29/user/month

7. Capsule CRM – Best Lightweight CRM

Need a no-fuss CRM that gets the job done without the bells and whistles? Capsule CRM fits the bill. It’s a lightweight, user-friendly CRM for small marketing teams or solo consultants looking to stay organized without overcomplication.

You’ll find essential tools like pipeline management, contact records, task tracking, and calendar sync, all with a clean, responsive interface.

Capsule CRM Key Features:

• Simple visual sales pipeline
• Contact management with tags
• Task reminders and calendar sync
•  Email tracking and Gmail integration
• Mobile app

Capsule CRM Best For:

Freelancers, solopreneurs, or very small marketing teams

Capsule CRM Pros:

• Clean and fast interface
• Great for managing basic client relationships
• Budget-friendly pricing

Capsule CRM Cons:

• Lacks advanced features (automation, analytics)
• Limited integrations on lower tiers

Capsule CRM Pricing:

Free up to 250 contacts | Paid from $18/month

8. Keap (formerly Infusionsoft) – Best for Email Marketing Automation

Keap is a beast when it comes to email-driven growth marketing. With deep email sequences, landing pages, built-in payment tools, and CRM capabilities, it’s a full-stack client acquisition system in one dashboard.

Perfect for agencies that depend heavily on inbound marketing, sales funnels, and conversion optimization.

Keap Key Features:

• Email campaigns, forms, and automation
• CRM with task and pipeline tools
• Appointment scheduling
• Payment and invoice integrations
•  Text marketing

Keap Best For:

Agencies with complex email and landing page funnels

Keap Pros:

• Highly advanced email automation
• Combines CRM + ecommerce + scheduling
• Proven to increase client conversions

Keap Cons:

• Pricey for lean teams
• Overkill for simple client management

Keap Pricing:

Starts at $159/month

9. Freshsales by Freshworks – Best for Telephony Integration

Freshsales is ideal if your team is glued to their phones. It offers built-in telephony features like call logging, recording, routing, and AI-powered contact scoring, making it perfect for agencies that rely on real-time inbound and outbound client calls.

You also get smart email tools, workflow automation, and chatbot integration for round-the-clock engagement.

Freshsales Key Features:

• Built-in telephony and call tracking
• AI-based lead scoring
• Email sequences and automation
• Chatbots and live chat
• Lead and deal management

Freshsales Best For:

Agencies prioritizing telephony, client service, and high call volume

Freshsales Pros:

• Excellent phone system
• Smart insights and automation
• Great value for money

Freshsales Cons:

• Customization options are limited on starter plans

Freshsales Pricing:

Starts at $15/month

10. Monday Sales CRM – Best Visual CRM for Creative Teams

If you love a color-coded dashboard, Monday Sales CRM is for you. Built on the Monday.com work OS, this CRM is incredibly visual and customizable, perfect for agencies managing creative workflows and needing flexibility over structure.

From lead pipelines to task timelines and automation triggers, Monday’s CRM molds to how your team thinks and works.

Monday Sales CRM Key Features:

• Drag-and-drop visual pipeline
• Customizable boards and fields
• Timeline, Kanban, calendar views
• Sales forecasting and automation
• Integrations with Slack, Google, Outlook, and more

Monday Sales CRM Best For:

Design-forward, creative agencies that need visual control over projects and pipelines

Monday Sales CRM Pros:

• Extremely customizable and user-friendly
• Great for collaboration and task delegation
• All-in-one work management + CRM

Monday Sales CRM Cons:

• Some features require higher-tier plans
• Learning curve for automation setup

Monday Sales CRM Pricing:

Starts at $10/user/month

Best CRMs for Marketing Agency Comparison Table

Why Choose Pipedrive as the Best CRM for Marketing Agency?

Still wondering which CRM hits the sweet spot? Let’s be real…

Pipedrive just gets it whether you’re a lean 5-person creative team or a 30-person digital growth agency.

Here’s why marketers swear by it:

• Visual pipeline management means you can see every client’s journey at a glance.
• Call tracking & automation lets your sales and account teams follow up instantly.
• Workflow templates simplify onboarding and campaign tasks.
• Affordable plans, Ensure you’re not overpaying for features you won’t use.

Built for speed. Designed for growth. Backed by results.

The right CRM doesn’t just manage data it empowers your team, wows your clients, and drives growth.

From free tools like HubSpot to robust solutions like Salesforce, you’ve got plenty of options. But if you want a tool that’s intuitive, powerful, and built for agencies on the move, Pipedrive is your go-to CRM for 2025.

Give Your Marketing Agency The CRM It Truly Deserves.

Try Pipedrive for A 45 day Trial Today!

FAQs about Best CRMs for Marketing Agency

Can I track multiple client campaigns in Pipedrive?

Yes! Pipedrive allows you to create custom pipelines for each client or campaign, making tracking seamless.

Does Pipedrive support inbound call integration?

Absolutely. With telephony add-ons or native integrations, you can manage inbound/outbound calls directly within the CRM.

Is Pipedrive good for small creative agencies?

Yes, it’s perfect. Pipedrive’s visual simplicity, automation, and scalability are ideal for small teams with big goals.

Can I use Pipedrive for client reporting?

Yes. Use its insights and reporting tools to show clients lead flow, conversion stages, and ROI impact.

Does Pipedrive offer a mobile CRM app?

Yes, the mobile app is highly rated and allows remote team access to leads, tasks, and calls on the go.