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.

Bonsai

Freelancer CRM

All-in-one business management platform for freelancers and small agencies, covering proposals, contracts, invoicing, CRM, and project management. Keeps the entire client lifecycle in one tool built around independent work.

Copper

CRM

The only CRM officially recommended by Google, built natively inside Gmail, Calendar, and Drive. Ideal for teams that live in Google Workspace and want a CRM that feels like a natural extension of it.

HoneyBook

CRM

All-in-one clientflow platform built for independent service businesses. Combines CRM, contracts, invoicing, scheduling, and payments in one branded workspace.

Nutshell

CRM

Nutshell is an all-in-one CRM and email marketing platform built for B2B sales teams that want powerful automation, reporting, and outreach without enterprise-level complexity or pricing.

Pipedrive

CRM

Sales-focused CRM built around visual pipeline management and activity-driven selling. Popular with SMB sales teams for its clean interface and strong automation across its mid-tier plans.

Scoro

PSA

Professional services automation platform that unifies project management, CRM, resource planning, time tracking, and invoicing in one system for agencies and consultancies.

Teamwork Desk

Help Desk

Help desk software that integrates tightly with Teamwork's project management platform, built for agencies managing client support alongside project work.

Vendasta

Agency Platform

White-label platform for agencies to sell, bill, and fulfill digital services to local business clients under their own brand. Bundles CRM, marketplace, and client portal in one place.

Capsule CRM

CRM

Clean, lightweight CRM for small businesses. Contact management, sales tracking, and integrations without the clutter.

HubSpot CRM

CRM

All-in-one CRM with marketing, sales, and service tools. Generous free tier, massive ecosystem.