CRM by Industry

CRMs for Agencies

CRMs built for marketing, design, and consulting agencies — long-lived client relationships, project tracking, and pipeline in one tool.

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. The vendors below either ship those out of the box or integrate cleanly with the project-management and time-tracking tools agencies already run alongside their CRM. For a ranked shortlist, see Best CRM for Agencies.

HighLevel

CRM

CRM, funnel builder, SMS and email marketing platform for marketing agencies, priced per agency account with unlimited users and contacts. Agencies can resell it under their own brand.

Bigin by Zoho CRM

CRM

Bigin is Zoho's pipeline CRM for small businesses of 1 to 20 people. It combines contacts, deals, email, calls and WhatsApp, with a free plan for one user and paid plans from $7 per user per month.

Bitrix24

CRM

Bitrix24 combines CRM, tasks and projects, chat and video calls, HR tools and a website builder in one workspace. Paid plans are flat-rate per organisation with a user cap, starting at $49 a month for 5 users.

Bonsai

CRM

Client and project management for service businesses: CRM, proposals, contracts, time tracking, invoicing and a client portal. Plans start at $9/user/mo billed annually.

Copper

CRM

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.

HoneyBook

CRM

Client management platform for independent service businesses, combining proposals, contracts, invoices, payments, scheduling and lead forms. Available in the US, Canada, UK and Australia.

ProsperWorks (now Copper)

CRM

Copper is a CRM that runs inside Gmail and Google Workspace, with pipelines, task automation and contact enrichment. Built for small and mid-sized service businesses.

Scoro

CRM

Work management and professional services platform that combines projects, resource planning, quoting, time tracking and invoicing. Sold as modular apps from $17 per user.

Teamleader

CRM

Teamleader Focus is a Belgian CRM, invoicing, quotes and project tool for European SMEs. Teamleader Orbit serves agencies with 20+ staff.

Teamwork Desk

Help Desk

Help desk from Teamwork.com that turns client emails into tickets and tasks on Teamwork projects. Built for agencies and service teams that already run projects in Teamwork.

Vendasta

CRM

White-label platform for agencies, franchisors and software resellers that sell AI employees, reputation, SEO and social tools to local businesses.

Folk CRM

CRM

Contact-based CRM with a free two-week trial, LinkedIn and email capture, AI assistants and lead scoring. Used for sales, partnerships, recruiting and fundraising.

Breakcold

CRM

AI-native CRM for salespeople and AI agents, with a multichannel inbox for email, LinkedIn, WhatsApp and Telegram, plus Claude, ChatGPT and MCP access.