Best software · Sales
9 Best CRM for Agencies of 2026
This list is for marketing, creative and digital agencies that need to track new business pitches and keep client account history in one place. We compared documented features and published prices for 9 tools, from sales CRMs to agency management platforms with a CRM built in. Scores weigh features at 40%, ease of use at 30% and value at 30%. Prices are the vendors' own US dollar figures where the pricing page showed them to us; four vendors showed other currencies or unclear figures and are marked as pending.
By the Mojolin research desk · Updated November 10, 2026 · 9 tools compared · Prices checked on vendor pages, latest November 10, 2026
Questions or corrections: editorial@mojolin.com
Mojolin is self-funded How we score
HubSpot CRM is our top pick for most agencies: the free plan covers two users and 1,000 contacts, and Starter is normally $20 per seat when the team grows. Pipedrive is the quickest pipeline for a new business team and adds a project handoff, while Productive is the best fit when you want pitches tied to retainers, capacity and profitability. Bonsai is the value pick for small studios at $9 per user billed annually, Copper and Streak suit Gmail-first teams, and Workamajig is the full system for established agencies that also want accounting.
Top picks
Best overall
HubSpot CRM
8.8 / 10
Agencies that want a free place to log new business today and a marketing and sales platform to grow into.
Read the review →Runner-up
Pipedrive
8.5 / 10
Agencies with a dedicated new business team that wants a visual pipeline and a handoff into project work.
Read the review →Also great
Productive
8.4 / 10
Agencies of 10 or more people that want pipeline, retainers and profitability in the same system.
Read the review →Comparison table
| # | Tool | Pricing | Score | |
|---|---|---|---|---|
| 1 | HubSpot CRM | Agencies that want a free place to log new business today and a marketing and sales platform to grow into. | Free plan for up to 2 users and 1,000 contacts; Starter normally $20 per seat per month, with a limited-time discount for new customers | 8.8 |
| 2 | Pipedrive | Agencies with a dedicated new business team that wants a visual pipeline and a handoff into project work. | See vendor pricing (USD check pending) | 8.5 |
| 3 | Productive | Agencies of 10 or more people that want pipeline, retainers and profitability in the same system. | See vendor pricing (USD check pending) | 8.4 |
| 4 |  monday CRM | Agencies already running client work on monday.com that want sales on the same platform. | See vendor pricing (USD check pending) | 8.3 |
| 5 |  Bonsai | Small creative and marketing agencies that want CRM, proposals and billing in one low-cost tool. | Basic from $9 per user per month billed annually; Essentials $19; Premium $29 adds the deals pipeline; Elite $49 | 8.2 |
| 6 |  Zoho CRM | Agencies that want deep automation and custom reporting at a modest seat price and can invest in setup. | See vendor pricing (USD check pending) | 8.1 |
| 7 |  Copper | Agencies that run on Gmail and Google Workspace and want client projects next to deals. | Basic from $23 per seat per month billed annually ($29 monthly); Professional $59; Business $99 | 8.0 |
| 8 |  Streak | Small agencies and consultancies that run new business entirely from Gmail. | Pro from $49 per user per month billed annually ($59 monthly); Pro+ $69; Enterprise $129; free email tools | 7.8 |
| 9 |  Workamajig | Established advertising and marketing agencies that want CRM, delivery and accounting in one system. | Agency plan $49 per user per month (10+ users tier), one month free with annual payment; Enterprise by quote | 7.6 |
Scoring weights
Every tool gets three editorial scores out of 10, from vendor documentation, product pages and the published price. The overall score is the weighted average below, the same method on every list. Full method
The full ranking
Rank 1 · Best overall
HubSpot CRM
A free CRM for up to two users that grows into paid Starter, Professional and Enterprise seats in the same account.
hubspot.com8.8
out of 10
Best for: Agencies that want a free place to log new business today and a marketing and sales platform to grow into.
HubSpot CRM is our top pick for agencies because the free plan is a working CRM rather than a trial. HubSpot says the free tools cover up to two users and 1,000 contacts with no expiration date, and they include contact management, deal pipelines, CRM import, a reporting dashboard and the Breeze Assistant. That is enough for a founder or new business lead to track every pitch, proposal and retainer conversation in one place. Email tracking, templates and a shared inbox help with follow-ups after a credentials meeting. When the team grows, Starter is normally $20 per seat per month and adds required fields, permission sets and multiple currencies, which matters for agencies billing clients abroad. HubSpot was also running a limited-time discount for new customers when we checked. The catch is the climb: duplicate management and custom reporting sit on Professional, and custom objects need Enterprise. Agencies that only need pipeline and account history can stay on Starter for a long time.
Standout feature
A free CRM with no expiration date that upgrades to paid seats without a data migration.
Use cases
Agency founders
Track pitches and proposals on the free plan
Outcome: One new business pipeline at no cost
Account directors
Log client emails with tracking and templates
Outcome: Timely follow-ups on open opportunities
Growing agencies
Add Starter seats with permission sets
Outcome: Controlled access as the team grows
Key features
- Free plan with contact management, deal pipelines, CRM import and a reporting dashboard
- Breeze Assistant inside the free CRM
- Email tracking, shared inbox and email templates for following up on pitches
- More than 2,000 apps in the HubSpot Marketplace
- Starter adds required fields, permission sets and multiple currencies
Pros
- Free CRM has no expiration date and needs no credit card
- Free and paid tiers share one account, so upgrading needs no data migration
- Sits on the same platform as HubSpot marketing tools many agencies already resell
Cons
- Free plan stops at two users and 1,000 contacts
- Discounted Starter pricing is for new customers only and can be discontinued
- Custom objects and field-level permissions need Enterprise
Rank 2 · Runner-up
Pipedrive
A pipeline-first sales CRM with a Projects add-on that turns won deals into delivery plans.
pipedrive.com8.5
out of 10
Best for: Agencies with a dedicated new business team that wants a visual pipeline and a handoff into project work.
Pipedrive is built around the deal pipeline, which suits agencies where one person or a small team owns new business. Leads, deals, email sync and tracking, and sales automation are the core, and Pipedrive lists more than 500 integrations. The part that makes it relevant for agencies is Projects by Pipedrive. When a deal closes, Pipedrive can generate an AI-assisted project brief from the deal's emails, notes and files, which the team reviews before delivery starts. Projects also has Gantt timelines, task dependencies, AI health summaries and client update reports, although Pipedrive labels several of these as beta. That gives a small agency one tool from first meeting to kickoff without paying for a full agency management suite. It will not replace time tracking, resourcing or invoicing tools, so larger agencies still need a delivery platform beside it. The pricing page did not show US dollars to us, so check current seat prices on Pipedrive's site.
Standout feature
Projects by Pipedrive turns a won deal's emails and notes into a draft project brief.
Use cases
New business managers
Move pitches through a visual pipeline
Outcome: Clear view of every open opportunity
Account leads
Generate a project brief from a won deal
Outcome: Faster kickoff without retyping context
Small agencies
Run sales and light project delivery in one tool
Outcome: Fewer tools to maintain
Key features
- Pipeline and lead management with sales automation
- Email sync and tracking plus reporting and analytics
- Projects by Pipedrive generates an AI-assisted project brief from a won deal's emails, notes and files
- Gantt timelines, task dependencies and AI health summaries for projects, some in beta
- 500+ integrations through the Pipedrive Marketplace
Pros
- Pipeline view is quick for a new business team to adopt
- Projects keeps sales history attached to delivery after a deal closes
- 14-day free trial with no credit card required
Cons
- No permanent free plan
- Several project features are labeled beta
- Pricing did not load in USD from our location
Rank 3 · Also great
Productive
Agency operations software that combines a sales CRM with budgets, resourcing, time tracking and invoicing.
productive.io8.4
out of 10
Best for: Agencies of 10 or more people that want pipeline, retainers and profitability in the same system.
Productive is not a classic CRM; it is an agency operations platform with a sales module that knows what agencies sell. Deals live in custom pipelines with stages, owners, probabilities and expected close dates, and you can mark a deal as a retainer so its value spreads evenly across the contract. Projected revenue and a deal funnel report show where pitches stall. The strongest feature for agencies is the handoff: Productive says offers can be priced against your internal rates and real resource capacity, and once a deal is won the budget, estimates and planning move straight into a project. Budgeting, resource planning, time tracking, docs and expense management are part of the Essential plan. If your sales team already lives in HubSpot, Productive syncs companies, contacts and deals from it. The trade-off is setup effort, and the pricing page did not give us a clean USD quote, so we marked the price as pending.
Standout feature
Retainer deals spread contract value over time, matching how agencies actually earn.
Use cases
Agency operations leads
Price a proposal against team capacity
Outcome: Quotes backed by real availability
Finance directors
Forecast retainer revenue from the pipeline
Outcome: Projected revenue by month
Delivery managers
Turn a won deal into a budgeted project
Outcome: Kickoff with estimates already in place
Key features
- Contacts, companies and deals with custom pipelines, stages and deal owners
- Retainer deals that spread value evenly across the contract
- Win probability, projected revenue and a deal funnel report
- Won deals transfer budget, estimates and planning into a project
- HubSpot integration that syncs companies, contacts and deals
Pros
- Quotes are built on internal prices and real resource capacity
- Retainers are a first-class deal type, which suits agency revenue
- Free 14-day trial with no credit card required
Cons
- More setup than a sales-only CRM
- Ultimate plan pricing is by quote only
- Pricing page layout made the USD figures unclear to us
Rank 4
monday CRM
A board-based CRM on the monday.com platform with quotes, invoices, automations and AI agents.
monday.com8.3
out of 10
Best for: Agencies already running client work on monday.com that want sales on the same platform.
monday CRM makes the most sense for agencies that already plan client work on monday.com boards, because sales and delivery then share one platform and one way of working. Leads, contacts and deals are boards with flexible columns, and every plan can create customizable quotes and invoices, 20 per month on Basic and 50 on Standard. Standard adds 250 custom automations per month, a unified timeline of emails, calls, meetings and notes for each contact, and AI credits for agents such as a lead sourcer, an outreach caller and a meeting prep agent that writes a briefing before client calls. The limits on Basic are tight for an agency with a long prospect list: 1,000 active contacts and deals, one custom dashboard and five columns per board. monday says free use is a 14-day trial. The pricing page showed euros from our location, so confirm US dollar seat prices on monday's site before you budget.
Standout feature
Quotes and invoices are included on every plan, with monthly limits by tier.
Use cases
Account managers
Send a quote straight from a deal board
Outcome: Faster proposals to clients
New business leads
Use the meeting prep agent before pitches
Outcome: A briefing ready before each call
Agencies on monday.com
Run sales and delivery boards side by side
Outcome: One platform for the whole client lifecycle
Key features
- Boards for leads, contacts and deals with dozens of column types
- Customizable quotes and invoices, 20 per month on Basic and 50 on Standard
- 250 custom automations per month on Standard
- Unified timeline of emails, calls, meetings and notes per contact on Standard
- AI agents for lead sourcing, outreach calls and meeting prep on higher plans
Pros
- Same platform as monday.com work management boards
- Quotes and invoices are built in from the first plan
- Mobile apps for iOS and Android
Cons
- Basic is capped at 1,000 active contacts and deals and 5 columns per board
- Free use is a 14-day trial, not a permanent plan
- Pricing showed in euros from our location
Rank 5
Bonsai
Client and project management for small agencies, with CRM, proposals, contracts, client portal and invoicing.
hellobonsai.com8.2
out of 10
Best for: Small creative and marketing agencies that want CRM, proposals and billing in one low-cost tool.
Bonsai is aimed at small agencies and studios that want the whole client lifecycle in one inexpensive tool. The Basic plan, $9 per user per month billed annually, already includes a CRM, a service library, unlimited clients, task management and time tracking. Essentials at $19 adds invoices and payments, proposals and contracts, forms and questionnaires, scheduling and a client portal, which covers most of what a small creative shop needs to win and onboard a client. The detail to watch is that the deals pipeline, custom fields and client messaging sit on Premium at $29 billed annually, so agencies that want a real new business pipeline should budget for that tier. Premium also adds integrations with QuickBooks, Xero, Zapier, Calendly and Google, plus profit and productivity reports. Monthly billing is higher: Basic is $15 and Premium is $39. Bonsai has less sales automation than HubSpot or Pipedrive, but for a team of 3 to 20 it removes several separate tools.
Standout feature
CRM, proposals, contracts and invoicing from $9 per user per month billed annually.
Use cases
Small studios
Send a proposal and contract from the client record
Outcome: Signed work without extra tools
Agency owners
Track deals on the Premium pipeline
Outcome: A view of upcoming revenue
Account managers
Share files and invoices in the client portal
Outcome: Fewer status emails
Key features
- CRM, service library and unlimited clients from the Basic plan
- Proposals, contracts, forms and a client portal on Essentials
- Deals pipeline, custom fields and client tasks and messaging on Premium
- Invoices, payments and expense tracking alongside projects and time tracking
- Integrations with QuickBooks, Xero, Zapier, Calendly and Google on Premium
Pros
- Lowest paid entry price on this list
- Proposals and contracts sit next to the client record
- Client portal for sharing work and invoices
Cons
- The deals pipeline is on Premium at $29, not Basic
- Elite requires a 3 user minimum
- Less sales automation than dedicated sales CRMs
Rank 6
Zoho CRM
A configurable sales CRM with a free edition for three users and workflows, cadences and AI agents on paid plans.
zoho.com8.1
out of 10
Best for: Agencies that want deep automation and custom reporting at a modest seat price and can invest in setup.
Zoho CRM is the most configurable option here at a modest price, which suits agencies with an operations person who enjoys building process. The free edition covers three users. Standard adds workflows and assignment rules, cadences for multichannel follow-up, AI agents, custom reports and dashboards, and sales forecasting. Professional adds CPQ for quotes with price rules, email intelligence and a Google Ads integration, which is handy for paid media agencies tying campaigns to accounts. Enterprise adds territory management and customer portals that give clients access to relevant CRM information. Zoho also sells team user licenses so account managers, finance or creative staff can work in team modules without a full sales seat. The cost is setup time: Zoho has more settings and editions than the other CRMs on this list, and a small agency may not need most of them. The pricing page did not render a US dollar figure for us, so the price is marked pending.
Standout feature
Team user licenses let non-sales staff work in the CRM without a full seat.
Use cases
Paid media agencies
Connect Google Ads to CRM accounts
Outcome: Campaign data next to client records
Operations leads
Build cadences for pitch follow-ups
Outcome: Consistent follow-up across the team
Larger agencies
Give clients a customer portal
Outcome: Self-serve access to shared information
Key features
- Free edition for up to 3 users
- Workflows, assignment rules, cadences and AI agents on Standard
- Custom reports, dashboards and sales forecasting
- CPQ, email intelligence and a Google Ads integration on Professional
- Customer portals and territory management on Enterprise
Pros
- Free for 3 users
- Automation and reporting start on the first paid plan
- Team user licenses give non-sales staff partial CRM access
Cons
- More configuration than simpler CRMs
- Features are spread across several editions
- Pricing did not show a USD figure in the page we fetched
Rank 7
Copper
A CRM built for Google Workspace that runs inside Gmail and includes pipelines and project tracking.
copper.com8.0
out of 10
Best for: Agencies that run on Gmail and Google Workspace and want client projects next to deals.
Copper is the CRM for agencies that live in Gmail. A Chrome extension puts Copper inside Gmail and Google Calendar, emails and contacts sync automatically, and Google Drive files can be linked to records, so account managers can log client context without switching tabs. For agencies the useful detail is that project management is part of the Basic plan alongside pipelines, task automation and contact enrichment, so a won pitch can become a tracked project on the same record. Basic is $23 per seat per month billed annually or $29 monthly, with a 2,500 contact limit. Professional, $59 billed annually, raises the limit to 15,000 and adds workflow automation, bulk email, reporting and integrations, and Business at $99 adds email series, custom reports and multi-currency. Copper says every plan starts with a 14-day free trial and no credit card. The trade-off is reach: agencies on Microsoft 365 get little of its main advantage, and reporting is locked behind Professional.
Standout feature
Runs inside Gmail and Google Calendar, with project tracking on the first plan.
Use cases
Account managers
Log client emails from Gmail into the CRM
Outcome: Complete account history without manual entry
New business leads
Track pitches in a pipeline beside the inbox
Outcome: Fewer missed follow-ups
Small agencies
Turn a won deal into a Copper project
Outcome: Sales and delivery on one record
Key features
- Chrome extension that brings Copper into Gmail and Google Calendar
- Gmail, Google Calendar and Google Contacts sync plus Google Drive links
- Pipelines, task automation and project management on Basic
- Workflow automation, bulk email and reporting on Professional
- Google Sheets and Looker Studio sync for reporting
Pros
- Works where Google Workspace agencies already spend the day
- Project management is included on the first plan
- 14-day free trial with no credit card required
Cons
- Basic stops at 2,500 contacts
- Workflow automation and reporting need Professional at $59
- Less useful for agencies on Microsoft 365
Rank 8
Streak
A CRM that lives inside Gmail, with shared pipelines, automatic email sharing and free email tools.
streak.com7.8
out of 10
Best for: Small agencies and consultancies that run new business entirely from Gmail.
Streak turns Gmail into a CRM, which suits small agencies whose new business happens in email threads. Pipelines sit inside the inbox, and Pro includes unlimited private and shared pipelines, custom fields and magic fields that update with last reply, time in stage and email activity. Automatic email sharing gives the team a full history for each deal, contact and company, so an account director can pick up a thread a colleague started. Contact enrichment, tasks and reminders, call logs, meeting notes and native mobile apps are included. Streak also offers email tracking, snippets and mail merge of 50 per day free forever, although that free tier is email tools rather than the CRM. The price is the main drawback: Pro is $49 per user per month billed annually or $59 monthly, and automations, integrations and advanced reports need Pro+ at $69. For a three-person consultancy that wants zero new interfaces it is a good fit; larger agencies get more for the money elsewhere.
Standout feature
Automatic email sharing gives the whole team every thread on a deal, inside Gmail.
Use cases
Boutique agencies
Track pitches as a pipeline in Gmail
Outcome: New business managed from the inbox
Account directors
See shared email history on a client
Outcome: Easy handover between colleagues
Founders
Use free mail merge for outreach
Outcome: Personalized emails at no cost
Key features
- Unlimited private and shared pipelines and records on Pro
- Automatic email sharing for a full history on every deal, contact and company
- Magic fields that update with last reply, time in stage and email activity
- Contact enrichment, tasks, reminders, call logs and meeting notes
- Free email tools: tracking, snippets, mail merge at 50 per day and thread splitter
Pros
- No new app to learn for teams that already work in Gmail
- Pipelines can track pitches, hiring or any other process
- Email tracking and mail merge tools are free forever
Cons
- Pro starts at $49 per user, high for a Gmail add-on
- Automations, integrations and advanced reports need Pro+ at $69
- Only works for teams on Gmail
Rank 9
Workamajig
All-in-one agency management software with a sales CRM, project management, resourcing and native accounting.
workamajig.com7.6
out of 10
Best for: Established advertising and marketing agencies that want CRM, delivery and accounting in one system.
Workamajig is a full agency management platform rather than a standalone CRM, and it belongs on this list for agencies that want new business connected to the rest of the operation. Its sales CRM captures opportunities and generates projects from them, and the same system covers estimates, project management, resourcing and traffic, time tracking, digital proofing and native accounting with GL, P&L and cashflow reporting. Revenue forecasting is part of the Agency plan, which Workamajig lists at $49 per user per month for the 10+ user tier, with one month free on annual payment. Onboarding, training and a dedicated account manager are included. The downsides are scale and speed: Workamajig says traditional implementation takes 2 to 3 months, there is no self-serve trial, and the pricing is built for teams of 10 or more. For a 40-person agency replacing a CRM, a project tool and accounting software, that effort can pay off. For a small studio it is too much system.
Standout feature
Sales CRM, project delivery and native agency accounting in one platform.
Use cases
Agency CFOs
Forecast revenue from CRM opportunities
Outcome: Finance and sales on the same numbers
Traffic managers
Turn a won opportunity into a resourced project
Outcome: Work scheduled across departments
Multi-office agencies
Replace separate CRM, project and accounting tools
Outcome: One system to maintain
Key features
- Sales CRM that captures opportunities and generates projects from them
- Estimates, estimate templates and estimates versus actuals
- Resourcing and traffic across teams, departments and offices
- Native GL accounting, P&L reports, cashflow reporting and revenue forecasts
- Digital proofing, revision requests and approval routing
Pros
- One system from first contact to final invoice
- Onboarding, training and support are included
- Unlimited client and vendor logins
Cons
- Traditional implementation takes 2 to 3 months, per Workamajig
- No self-serve trial; you request a demo
- Priced and built for agencies of 10 or more users
Frequently asked questions
+What is the best CRM for a marketing agency?
HubSpot CRM is our top pick because the free plan covers two users and 1,000 contacts and Starter is normally $20 per seat. Pipedrive is the easiest pipeline for a new business team, and Productive is the best fit if you want deals tied to budgets and resourcing.
+What is the cheapest CRM for agencies?
HubSpot CRM and Zoho CRM have free plans for 2 and 3 users. Among paid plans, Bonsai Basic is $9 per user per month billed annually, although its deals pipeline is on Premium at $29. Copper Basic is $23 per seat billed annually.
+Which CRM handles the handoff from sales to project delivery?
Productive moves a won deal's budget, estimates and planning into a project, and Pipedrive's Projects feature drafts a project brief from the deal's emails, notes and files. Copper includes project management on Basic, and Workamajig generates projects from CRM opportunities.
+Which agency CRM works inside Gmail?
Copper and Streak both run inside Gmail. Copper adds Google Calendar, Contacts and Drive integration from $23 per seat billed annually, and Streak Pro is $49 per user per month billed annually with unlimited shared pipelines.
+Do agencies need full agency management software instead of a CRM?
Only if delivery and billing are the problem. Workamajig and Productive cover CRM, projects, resourcing and finance, but Workamajig says implementation takes 2 to 3 months. Smaller agencies usually start with a CRM such as HubSpot or Pipedrive and add a project tool.
About this list
Updated November 10, 2026 by the Mojolin research desk. Mojolin is self-funded
Questions or corrections: editorial@mojolin.com
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