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CRM

Best CRM for Agency Businesses

Small marketing, design and web agencies selling retained client work.

Our pick

Pipedrive

From $14/user/mo

Retainer sales cycles need visible stages, activities and forecast.

On a tighter budget

HubSpot Free

Free plan available

Cheaper to start than Pipedrive, with fewer moving parts to learn.

HubSpot Free details

If you want more power

Pipedrive

From $14/user/mo

More capable than Pipedrive — worth it only once volume justifies the setup time.

Pipedrive details

Why this one for agency

Agencies are judged on their own marketing first. This stack makes your site the proof and your pipeline predictable.

  • Clear pipeline view
  • Activity reminders
  • Fast to adopt
  • Priced per user
  • Marketing features are add-ons

Best for: Agents and small sales teams working many active deals. · Price checked August 2026

Other CRM tools we track, cheapest first
Other CRM optionsStarting priceBest for
HubSpot FreeFree plan availableSolo founders who need a pipeline, not a platform.
HubSpot StarterFrom $20/moConsultative sales cycles measured in weeks.
JobberFrom $29/moContractors, cleaners, landscapers and trades.

What the rest of the agency stack costs

CRM is one of 6 tools in this stack. Running all of them costs roughly $55–$128 per month on entry plans.

See the full Agency stack

Prices are entry-plan estimates and exclude transaction fees. Providers change pricing without notice — confirm before you buy. Some outbound links may earn us a commission, which never affects our pick. Read the disclosure.

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