5 Best CRM for Agencies in 2025 [Updated]

Did you know that 74% of agencies struggle to manage client communication and projects effectively? And we also realized that when our tasks piled up, communication was scattered, and payments were delayed!

But with the right CRM, we just minimized all the issues. Now, we can organize client interactions, task management, invoicing, and team collaboration in one place. 

Based on that, we’ve selected the 5 best CRM for agencies to optimize your workflows, increase productivity, and deliver exceptional client experiences. Let’s start!

Quick List of The Best CRMs for Agencies

Using a CRM system for agencies helps your business work smarter and keep clients happy. Here’s a quick look at the tops ones —

1. Agency Handy: Best CRM system for agencies to manage onboarding, tasks, invoicing, and team collaboration.
2. Monday.com: Ideal CRM with contact management, visual boards, and custom workflows.
3. Zoho CRM: Great CRM to manage automation, omnichannel communication, and integrations for scalable agencies.
4. Pipedrive: Good sales-focused CRM with a visual pipeline, lead tracking, and AI suggestions.
5. Salesforce: Best advanced CRM for large agencies with AI insights, customizable workflows, and enterprise-level features.

Comparison Table of the Top CRMs for Agencies

To help you choose the right tool, here’s a side-by-side comparison of the best CRMs for agencies —

Top 5 CRM for Agencies to Improve Client Management

We reviewed over 21 tools to bring you this list of the top client relationship management tools for agencies. While shortlisting, we focused on client management, task tracking, collaboration, invoicing, and ease of use. Let’s find the right one for you.

1. Agency Handy

Redditor aeum3893 said, “I tried HubSpot only to come back to G Sheets. I was just overcomplicating it.” That’s what Agency Handy brings. 

Agency Handy offers you the basics of CRM—organized, connected, and built for how agencies really work.

It starts with the CRM. You can track every lead from first contact to conversion using a visual sales pipeline. Once someone becomes a client, their full activity—orders, invoices, tickets, files, and messages—is in one place.

As soon as a client purchases a service, Agency Handy creates a branded invoice automatically. You can handle one-time charges or subscriptions and get paid with Stripe, PayPal, Wise, Crypto, or ACH. 

And your entire team can collaborate inside Agency Handy with clients. Assign tasks, leave notes, and track progress on a shared Kanban board. Clients can comment on files and raise tickets without needing to send another email.

Key Features of Agency Handy

From managing projects to handling client relationships, it covers everything you need in one easy-to-use platform. Here’s what makes Agency Handy the true CRM software for agencies: 

CRM (Leads + Clients)

Agency Handy’s CRM helps you track every step of the client journey—from first contact to closing the deal. You can sort leads by stage (new, contacted, qualified, proposal sent, etc.) and assign values, sources, and agents. 

White-Label Customization

It allows you to fully brand the platform by adding a logo, colors, domain, and even the sign-in page. Every invoice, proposal, and email your client sees comes from your domain, with your branding. It makes you look polished and professional, even if you’re just starting out. 

Multi Package Service Catalog

There are no limitations on how many services you want to list, and each service can have multiple packages with clear descriptions, pricing, and visuals. And you can onboard clients directly from the services. 

Customizable Forms

You can build your own intake and order forms to collect project details, deadlines, budgets, or add-ons. Clients fill these out as part of the order process, and everything gets stored under their profile automatically. 

Order and Task Management

Once a client places an order, you’ll get automated tasks and manage the deliverables within the platform. With the kanban board, you can get a complete view of the task progress and identify all the dependencies as well. 

Team and Client Collaboration

With shared task lists, file uploads, and comment threads built in, your team and clients stay aligned. Client will know about the task progress, give approvals, or ask questions directly inside the task. 

File Feedback and Management

And once you deliver a task, clients can directly share feedback on the file, whether it is PDFs, images, videos, or links. They can point to specific sections, leave notes, and review updates without downloading anything. Plus, you can upload multiple versions and keep all feedback in one spot.

Automated Invoicing and Payments

Send invoices, manage subscriptions, and get paid via PayPal, Wise, Crypto, or bank transfer, plus automated reminders for unpaid invoices. It’s a simple way to keep cash flow steady without adding another tool to your stack.

Here are a few extras from Agency Handy —

• Proposal 
• Add-ons
• Coupons
• Team management
• Time Tracking
• Timesheet
• Ticketing System
• Centralized File Management
• Agency Dashboard

Best Use Cases of Agency Handy as CRM

Here are the top use cases where Agency Handy helps your workflows:

• Digital Marketing Agencies: Agency Handy helps you manage campaigns easily. Use automated onboarding to save time, track tasks with Kanban boards, and create invoices instantly for completed work.
• Content Creation Agencies: You can organize drafts, revisions, and approvals in one place. Clients can give direct feedback, and files are stored neatly for quick access.
• Design Agencies: Track revisions and approvals in a simple dashboard. Attach design files to tasks, and use custom branding to maintain a polished and professional agency look.
• Video Editing Agencies: Manage revisions with a ticketing system, attach video files to tasks, and keep clients updated with progress tracking tools. This ensures smooth and efficient video delivery.

Pros of Using Agency Handy

• Fully white-labeled platform included in every pricing plan
• Tracks leads, clients, tasks, and payments in one place
• Easy setup with no need for extra tools
• Built-in billing, time tracking, and ticketing workflows
• Clean user interface with Kanban and client dashboards
• Supports real-time team and client collaboration

Agency Handy Pricing

What Users Say About Agency Handy

Rating on Product Hunt: 5 out of 5

“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin

Rating on G2: 5 out of 5

“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.

Rating on Capterra: 5 out of 5

“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity. It’s an indispensable tool for any digital agency looking to scale their business efficiently.”
– Priyanka P.

2. Monday.com

If your agency is drowning in spreadsheets and scattered tools, Monday.com offers a visual way to stay organized. Its drag-and-drop boards, task automation, and customizable views make it easier to track who’s doing what—and when.

Plus, Monday.com allows you to automate repetitive tasks, like sending follow-ups or updating statuses. Meanwhile, templates for campaigns, sales pipelines, and projects save time on setup. And since it connects with tools like Slack, Zoom, and Google Drive, your team can share updates and files without hopping between tabs.  

However, it’s not built with client delivery in mind. There’s no built-in invoicing, client portal, or file feedback system. If your workflow involves billing, revisions, or branded communication, you’ll likely need extra tools. 

As Redditor ForsakenChest1261 pointed out, “A lot of columns can easily break and you can easily lose your data.” Considering all the factors, we believe Monday.com fits well, if you’re focused on simplifying internal operations. 

Key Features of Monday.com

Here are some of the key features of Monday.com:

• Contact Management: Store and manage client details in customizable boards with status tags, notes, and activity history.
• Lead Management and Tracking: Assign leads to team members, update deal statuses, and monitor progress in one central location.
• Sales Pipeline Customization: Build visual pipelines using columns and stages to track deal progress, close rates, and ownership.
• Client Contact Management: Store and manage all client information, including contact details, communication history, and deal data.
• Lead Capture Forms: Create embeddable forms that feed responses directly into your sales board for quick follow-up.
• Automated Follow-Ups: Set up automated actions like email follow-ups, status updates, or task assignments based on triggers.
• Activity Tracking and Collaboration: Record every interaction, like calls, meetings, emails—directly inside the client record for easy reference.

Pros of Monday.com

• Visual pipelines for tracking lead progress
• Custom boards to fit your agency workflows
• Email integration for client communication
• Automation saves time on repetitive tasks
• Mobile access for updates on the go

Cons of Monday.com

• No client-facing portal or branded experience
• Limited customization for complex workflows
• Limited time tracking functionalities for detailed reporting

Monday Pricing

Monday.com’s flexible pricing plans to suit different team sizes and needs:

1. Basic: $15/seat/month (billed monthly) or $12/seat/month (billed yearly). 
2. Standard: $20/seat/month (billed monthly) or $17/seat/month (billed yearly). 
3. Pro (Most popular): $33/seat/month (billed monthly) or $28/seat/month (billed yearly). 
4. Enterprise: Contact sales for pricing.

What Users Say About Monday.com

Review on Capterra: “There’s very little that our team doesn’t like. One thing that we’re still learning how to use is differentiating how to sort by company or by contact.” – Emilid S.

3. Zoho CRM

Zoho CRM is a versatile tool that helps you manage sales, marketing, and client engagement with ease. One standout feature is its omnichannel communication. You can connect with clients via email, phone, social media, live chat, or even in-person interactions, all from a single dashboard. 

Now, here’s the catch. It tries to do everything and sometimes feels like it was built by different teams who didn’t talk. Workflow-Wizard from Reddit said that, “It feels like ten different teams built it without ever talking to each other.” 

But if you’re technical (or have someone who is), another user, Sad_Rub2074 nailed it: “You can make it do almost anything.”

Key Features of Zoho CRM

Let’s explore the top features of Zoho CRM:

• Omnichannel Communication: Engage with clients smoothly across email, phone, WhatsApp, SMS, or social from one unified dashboard. 
• Teamspaces: Bring internal departments into one CRM by creating team-specific spaces with full visibility and controlled access.
• Self-Service Portals: Create branded portals for customers, vendors, and partners to view data, place orders, and interact securely.
• Custom Fields & Layouts: Design your CRM interface with flexible fields, layouts, and conditional visibility rules based on business logic.
• Workflow Automation: Automate repetitive tasks like lead assignments, follow-ups, and pipeline updates to boost team efficiency. 
• Data Lookup Fields: Connect contacts, deals, quotes, and invoices for a full view of each customer relationship.
• Advanced Reporting and Analytics: Generate detailed reports and dashboards to monitor KPIs, analyze team performance, and track sales pipelines. 
• Mobile CRM Access: Access client information, manage leads, and update tasks directly from Zoho’s mobile app. 
• Custom Actions & Subforms: Let users track multiple items per record, add quantities, or run code-based actions directly from the interface.

Pros of Zoho CRM

• Highly customizable dashboards, workflows, and modules.
• Omnichannel communication under one platform
• Strong automation for workflows and lead nurturing
• Modular structure allows team-specific workspaces
• Self-service portals improve external collaboration
• Lead scoring and forecasting improve sales decisions

Cons of Zoho CRM

• The free plan has limited features and lacks third-party integrations.
• AI tools like Zia are restricted to higher-tier plans.

Pricing

Zoho CRM offers affordable and flexible pricing for agencies of all sizes:

• Standard: $20/user/month (billed monthly) or $14/user/month (billed yearly).
• Professional: $35/user/month (billed monthly) or $23/user/month (billed yearly). 
• Enterprise (Most popular): $50/user/month (billed monthly) or $40/user/month (billed yearly). 
• Ultimate: $65/user/month (billed monthly) or $52/user/month (billed yearly). 

Note: Team Users Add-On: $11/team user/month (billed monthly). 

What Users Say About Zoho CRM

Review on G2: “Zoho CRM helped us to manage our customers and improve sales team productivity” – Nyjil N.

4. Pipedrive

If you’re tired of chasing leads across tabs and spreadsheets, Pipedrive’s visual sales pipeline can help you finally stay on top of your CRM. You get a simple, drag-and-drop board that shows where every deal stands. With just a few clicks, you can move opportunities forward effortlessly. 

You can set up Automations to move deals, assign owners, or fire off follow-ups without lifting a finger.  Plus, everything connects, whether it’s Google Meet for calls or Asana for task handoffs. 

And support? Let’s just say it’s not what it used to be. One Redditor named Loud-Firefighter-451 put it bluntly: “Chat response takes hours sometimes 4–12 hours.”

Key Features of Pipedrive

These are the features of Pipedrive:

• Visual Sales Pipeline: Manage deals with a customizable, drag-and-drop Kanban board that offers a clear view of every sales stage.
• Automated Lead Nurturing: Save time with automated follow-ups, reminders, and AI prompts to engage the right clients.
• Smart Contact Data: Pull enriched lead info from online sources instantly to help pre-qualify and segment contacts faster.
• Sales Automation: Automate repetitive tasks like follow-ups, lead assignment, and email triggers to reduce manual busywork.
• Customizable CRM: Adjust pipelines, add custom fields, and import sales data for a tailored experience.
• Email Integration: Sync Gmail, Outlook, or other platforms, track email opens and clicks, and send messages from within Pipedrive.
• Real-Time Analytics: Monitor team performance, forecast revenue, and track key metrics for smarter decisions.
• Project Management Integration: Sync tools like Asana, Trello, or monday.com to track tasks and deal progress from one place.

Pros of Pipedrive

• Simple, visual CRM built for actual sales teams
• Customizable pipelines match your unique sales process
• Automation reduces busywork and saves daily hours
• AI assistant help prioritize leads and improve decision-making
• Email, call, and meeting tracking in one place

Cons of Pipedrive

• Limited support on lower-tier plans
• Reporting tools lack depth for complex sales analysis

Pricing

Pipedrive keeps pricing simple with five plans —

1. Essential: $19/ seat/month (billed monthly) or $14/ seat/month (billed yearly).
2. Advanced: $34/month (billed monthly) or $24/ seat/month (billed yearly).
3. Professional (Most popular): $19/month (billed monthly) or $19/ seat/month (billed yearly).
4. Power: $74/month (billed monthly) or $59/ seat/month (billed yearly).
5. Enterprise: $99/month (billed monthly) or $79/ seat/month (billed yearly).

What Users Say About Pipedrive

Review on G2: “Good starter CRM but lacking key features for advanced workflow” – Rob T.

Review on Product Hunt: “Works well for a team our size. Appreciate the visual reporting for a quick look at performance on the fly.” – Emily Hodgins

5. Salesforce

Are you running an agency where leads go cold, team updates don’t sync, and client info is scattered everywhere? Salesforce helps fix that. 

You can manage leads from start to finish, set up deal stages, automate follow-ups, and even score leads based on behavior. Its built-in AI tool, Einstein, highlights useful insights and suggests next steps based on how deals are moving.

As your agency grows, you can easily connect tools like Slack, Mailchimp, and QuickBooks through the AppExchange—no need to rebuild your systems from scratch.

Now, here’s the tradeoff: it’s not lightweight. Setup can get technical. You’ll probably need help from an admin or dev team. As r/plain_cheese6969 put it, “Every extra button comes with its own admin rabbit hole.”

Key Features of Salesforce

Let’s explore some of the best features of Salesforce:

• Sales Cloud: A complete sales pipeline management tool that tracks leads, opportunities, and deals with real-time updates and automations.
• AI-Powered Insights (Einstein): Utilize AI to forecast revenue, prioritize leads, and gain actionable insights from customer data.
• Out-of-the-Box Sales Processes: Use pre-built sales workflows to streamline deal tracking, follow-ups, and pipeline movement without manual setup.
• Customizable Dashboards: Build customized dashboards and reports to monitor team performance, KPIs, and sales progress.
• Custom Automation: Build workflows that trigger actions like email sends, record updates, or task assignments based on set conditions.
• Omnichannel Support: Manage customer interactions across email, chat, phone, and social media within a unified interface.
• Marketing Cloud: Automate marketing campaigns, nurture leads, and deliver personalized content to improve client engagement.
• Extensive Integrations: Integrates smoothly with tools like Slack, Microsoft Teams, and thousands of apps via the AppExchange marketplace.

Pros of Salesforce

• Centralized CRM for sales, marketing, service, and commerce
• Highly customizable to match complex sales workflows
• Scales easily with growing teams and clients
• AppExchange unlocks endless third-party integrations
• Powerful automation reduces manual work at scale

Cons of Salesforce

• Steep learning curve for new or small teams
• Costs rise quickly with add-ons and users

Salesforce Pricing

Salesforce CRM offers two main plans along with a 30-days trial.

1. Starter Suite: $25/user/month (billed monthly or annually)
2. Pro Suite: $100/user/month (billed annually, contract required)
3. Salesforce Foundations: Add-on (for Enterprise Edition and up)

However, keep in mind, both Starter and Pro plans require an annual contract. 

What Users Say About Salesforce

Review on G2:

Salesforce.com has been easy to use and it has a very good partner community. With it being so wide in use it is not difficult to find tips from the greater User community on how to do things in the platform. Most IT departments and system integrators understand how it connects to other platforms. – Alex N.

Key Features to Consider While Choosing a CRM

When choosing the ideal CRM, you focus on features that simplify workflows, improve team productivity, and ensure client satisfaction. Here are the top features we look for and you should too.

Contact and Pipeline Management

Look for tools that show your sales pipeline in a clean, visual format and let you track every lead, deal, and conversation in one place. A simple layout reduces friction. alooPotato on Redditor said it best: “If the team won’t use it, it’s useless.” Usability is non-negotiable.

Client Onboarding

Select a tool that helps you get clients set up fast. Features like public intake forms, automated profiles, and shared message threads make onboarding feel smooth for both sides. It also saves hours you’d otherwise spend chasing down missing info.

Task Automation and Reminders

Ensure the CRM has built-in automation that handles follow-ups, updates statuses, and keeps the team on schedule. The goal is to reduce repetitive admin work so you can focus on closing, not clicking.

Invoicing and Payment Integration

Choose a system that lets you create and send invoices directly from your CRM. Plus, built-in support for payment gateways like Stripe or PayPal means less switching between tools and faster payouts.

Customizable Workflows and Dashboards

Agencies need customizable dashboards, fields, and workflows to design the CRM to fit their unique needs. This flexibility makes it easier to manage complex projects and adapt as the agency grows.

Collaboration and Communication Tools

Your CRM should have built-in communication tools like shared comments, file-sharing options, and real-time updates to improve internal teamwork. CRMs that consolidate emails, calls, and chat interactions also make client communication seamless.

Support

Reliable support matters, especially when something breaks or your team hits a wall. Look for tools that offer fast responses, solid documentation, and a team that actually knows the product inside out.

Integrations and Ecosystem

The best CRMs integrate with tools like Slack, Google Workspace, and project management platforms to create a unified workflow. A wide ecosystem of third-party integrations ensures scalability and flexibility.

So, What’s the Best CRM Software for Agencies?

If your agency runs on repeat work, task coordination, and client feedback loops, Agency Handy checks all the right boxes. It handles leads, client profiles, and auto-generates tasks from orders. Plus, client messages, approvals, and updates stay fully branded under your domain.

You also get a live dashboard that shows revenue, tasks, and support activity in one view. Even the base plan gives you white-label control, built-in invoicing, file reviews, and time tracking.

Conclusion

As an agency owner, we’ve seen how the right CRM can streamline everything from lead management to final delivery. When tasks, files, and payments live in one place, the team works faster, and clients stay happier. 

Most tools try to be a fit for everyone. But agency work is different. We deal with ongoing projects, custom service packages, and client feedback loops. 

Agency Handy does exactly that. It combines lead tracking, branded proposals, time tracking, invoicing, and client collaboration into one simple platform. If you want to grow as an agency without switching between five tools, Agency Handy could be your best CRM.

FAQs

Can CRMs integrate with accounting software for seamless financial management?

Yes, many CRMs allow you to connect with accounting tools like QuickBooks, Xero, and FreshBooks. These integrations make it easy to manage finances, track payments, and automate invoicing directly from your CRM.

What is a white label CRM for agencies?

A white-label CRM is a platform you can customize with your own branding, like adding your logo and colors. It lets you offer the software as part of your services, helping you manage clients while strengthening your brand identity.

Do CRMs support lead generation and nurturing?

Yes, most CRMs help with lead generation using forms, landing pages, and marketing tool integrations. They also include features like email automation, lead scoring, and follow-up workflows to nurture leads and improve conversions.

How does mobile CRM access benefit agencies?

Mobile CRM access allows you to update tasks, track client details, and manage leads from anywhere. Whether you’re traveling or in an off-site meeting, it keeps your team productive and connected.

Do CRM for marketing agencies support multi-client management?

Absolutely! CRMs are designed to manage multiple client profiles at once. They organize client details, communication history, and project progress in one place, so you can handle each client efficiently without confusion.