CRM Picks

Best CRM for Agencies (2026)

By WeekCRM editorial team · · Editorial policy & disclosures

The best CRMs for marketing, design, and consulting agencies in 2026 — client management, project tracking, and pipeline in one tool.

#1

HubSpot CRM

CRM · Free for up to 2 users; Starter $20/seat/mo; Professional $90/seat/mo (annual) + $1,500 onboarding; Enterprise $150/seat/mo (annual) + $3,500 onboarding

HubSpot is a CRM platform with Sales, Marketing, Service, Content and Data hubs on one contact database. It fits SMB and mid-market teams that want a free CRM to start and paid hubs later.

Visit HubSpot CRM →
#2

Copper

CRM · Basic $23/seat/mo, Professional $59, Business $99 (annual); monthly billing $29/$69/$134

CRM for Google Workspace users that works inside Gmail, with pipelines, project management and workflow automation. Sold on Basic, Professional and Business plans from $23 per seat a month.

Visit Copper →
#3

Capsule CRM

CRM · Free for 2 users; Starter $18/user/mo, Growth $36/user/mo, Advanced $54/user/mo (annual); Ultimate quote-based

Contact-focused CRM for small businesses and professional services firms. Contacts, sales pipelines, projects, tasks and 100+ integrations, with a free plan for 2 users.

Try Capsule CRM →

Try Capsule CRM: weekcrm.com/go/capsule (affiliate link)

#4

Pipedrive

CRM · Lite $14/user/mo, Growth $39, Premium $59, Ultimate $79 (annual); 14-day free trial

Sales CRM built around a Kanban-style pipeline, with workflow automation, email and calendar sync, and a marketplace of 500+ integrations. Aimed at small sales teams.

Try Pipedrive →

Try Pipedrive: weekcrm.com/go/pipedrive (affiliate link)

#5

Nutshell

CRM · Foundation $13, Growth $25, Pro $42, Business $59, Enterprise $79 per user/mo billed annually ($19 to $89 monthly); 14-day free trial

Nutshell is a CRM with email and calendar sync, pipelines, forms and landing pages, email marketing and AI features, sold in five tiers for small and mid-size sales teams.

Try Nutshell →

Try Nutshell: weekcrm.com/go/nutshell (affiliate link)

How we picked

Agency CRMs are different from sales CRMs in three ways: clients are long-lived, not deals that close once; projects are first-class objects, not just sales follow-ups; and referrals matter more than pure outbound, so contact networks need to be tracked carefully. Every pick below either ships those out of the box or integrates cleanly with the project tooling agencies already use.

What to consider

  • Marketing agency that resells HubSpot to clients → HubSpot. The Solutions Partner program is genuinely valuable; you get product training and lead-share.
  • Boutique agency (5–25 people) running on Google Workspace → Copper. Lives inside Gmail and Calendar; the contact management is friction-free.
  • Solo consultant or small agency that wants a clean rolodex → Capsule. Cheap, simple, no learning curve.
  • Outbound-heavy agency selling retainers → Pipedrive. Pipeline view is the cleanest in this category.
  • Agency that wants a CRM with forms, landing pages and webchat in one tool → Nutshell. Unlimited contacts and storage, forms, landing pages and webchat are on every plan from $13/user/mo billed annually. Email marketing is a paid add-on, and sales automation starts at Pro ($42).

Pricing snapshot

Agency CRMs range from $9/user/mo (Capsule Starter) to $99+/user/mo (Pipedrive Enterprise). Look for vendors with per-project tracking or strong project-management integrations — most agencies end up running their CRM next to a project tool like Asana, Notion, or Productive.

Trial advice

For agencies, the deciding factor is usually whether the CRM plays well with your project management and time-tracking stack. Test your two finalists by running one real client engagement end-to-end through each — pipeline → won → kickoff → ongoing — and pick the one with the fewest copy-paste moments.