Whether you are running a small business or a fast-moving tech startup, every day, you have to handle customers, chase leads, track deals, and try to stay on top of a million little tasks. And if you are using sticky notes, spreadsheets, or memory to manage it all, that’s going to get messy very fast. That’s where most businesses and digital marketing agencies use CRM to save the day.
CRM means Customer Relationship Management. It’s like a super smart contact list that remembers every call, email, and meeting you had and tells you what to do next. CRM helps in keeping everything in one place, neat and tidy.
Having a good CRM means you –
- Don’t lose track of customers or leads.
- Team can see what’s happening with each contact.
- Can follow up at just the right time.
- Look more professional and stay organized as you grow.
Here is a fun fact: About 91% of companies with 11 or more employees use a CRM system [source: cxtoday]. That means not just big companies but startups are also using it. In this blog, we will discuss the top 5 CRM that work great for a digital marketing agency. Whether you’re just starting out or scaling fast, there is one here that can fit your needs and budget.
But What Makes CRM Great For Marketing Agencies?
When you’re running a marketing agency, you have emails flying in, campaigns going out, leads to follow up, and clients to keep happy. That’s why a great CRM can be your secret weapon. But how to choose one? Here is what you can look for –
- Keeps Everything Together: A great CRM is like having a tidy digital desk. It should be able to store all client details, communication history, project status, and campaign results in one easy-to-find spot.
- Helps with Sales: Before choosing a CRM, ask if it can track your new client leads, remind you to follow up, and show you where each potential client is in your sales journey.
- Makes Marketing Easier: Does the CRM help you organize your marketing campaigns, track who opens your emails, and manage your marketing tasks?
- Teamwork Made Simple: Can your whole team (sales, marketing, customer service) easily share information and work together on client projects using the chosen CRM?
- Reports and Insights: Does the CRM you want show you what is working well and what’s not, so you can make smarter decisions?
- Plays Nice with Others: Does it connect well with other tools your agency already uses, like email, social media, or project management software?
Best CRM Software For 2025 (And The One That Stands Out)
Let’s dive into the top CRM software for marketing agencies for 2025 that we have hand-picked for you –
1. HubSpot CRM – Best All-In-One Tool
What Is It? HubSpot is like a Swiss Army knife for a marketing agency. It’s a full package that brings together sales, marketing, and custom service tools, all built around a strong, free CRM.
Active Users Of HubSpot: 258,000 user base [source: HubSpot]
Why It’s Great? It combines email, social media, sales, and marketing tools in one place.
Key Features HubSpot Has For Marketing Agencies
- Its marketing tool helps you send emails, create landing pages, manage your social media, improve search ranking [SEO], and run your marketing automatically.
- Its sales tool lets you keep track of possible clients, organize your sales steps, set up reminders for tasks, and understand how your sales are going.
- Its customer support tool includes live chat, support tickets, and help centers so you can take care of clients quickly.
- Its reports and dashboards section shows clear charts and numbers to help you see what is working for your marketing and sales and where you need improvement.
- It offers a free plan with automation and contact tracking.
HubSpot Costs:
Free CRM: HubSpot has a generous free CRM with basic contact management, sales features, and email marketing features.
Paid Plans: These are sold as separate ‘hubs’ or in bundles [source: HubSpot] –
- Marketing Hub Starter – Starts at $9/ month [billed annually] with 1000 marketing contacts.
- Marketing Hub Professional – Starts at $800/ month [billed annually] for 3 users and 2000 marketing contacts.
- Sales Hub Starter – Starts at $9/ month/ user [billed annually]
Note: Costs increase with more users, more contacts, and higher-tier features. Onboarding fees may also apply for higher plans.
Did you know that after just one year, HubSpot customers, on average, acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates? [source: HubSpot-ROI]
2. Monday CRM – Best For Workflow Automation
What Is It? It’s a CRM built on the flexible Monday.com platform, which is ideal for agencies that are building and automating their own custom workflows. It also offers visual and colorful boards.
Active Users Of Monday CRM: Over 245,000 customers worldwide [source: Monday.com]
Why It’s Great? Monday CRM offers drag-and-drop boards, easy task tracking, and custom workflows.
Key Features Monday CRM Has For Marketing Agencies
- You can easily track your leads and projects through different stages with a simple, color-coded visual pipeline.
- Monday CRM lets you set up automations that save time by automatically sending emails, assigning tasks, or updating statuses.
- Team members can stay on the same page by sharing updates and chatting directly about tasks and projects.
- You can create custom dashboards and reports that show just the information your agency cares about most.
Monday CRM Costs:
Free Plan: Available for up to 2 users, with basic CRM features.
Paid Plans: The paid plans can vary with features and your needs.
- Basic – Starts at $120/ month [billed annually]
- Standard – Starts at $170/ month [billed annually]
- Pro [most popular] – Starts at $280/ month [billed annually]
- Enterprise – customizable package
Did you know that 58% of Monday.com active users use automation, showing how popular this feature is for streamlining work? [source: Monday.com]
3. Pipedrive – Best For Sales-Focused Businesses
What Is It? Pipedrive CRM was built with sales teams in mind to make it easier for marketers to see and manage their sales pipeline. It is ideal for a marketing agency whose primary focus is to bring in sales and new clients and has a clear sales process.
Active Users Of Pipedrive: Over 100,000 paying customers [source: Pipedrive]
Why It’s Great? It offers a simple pipeline view to track leads and deals.
Key Features Pipedrive Has For Marketing Agencies
- It has a clear, drag-and-drop view of your sales deals so you know at what stage each lead is in.
- It offers automatic reminders for your upcoming calls, meetings, and tasks.
- You get lead management tools to help you find and qualify new leads from your website or other sources.
- It also includes AI-powered suggestions and deal reminders.
- You can sync your email and templates to track communications and create reusable email templates.
Pipedrive Costs:
It offers a 14-day free trial and various paid plans for you, such as –
- Essential – Starts at $14/ month [billed annually]
- Advanced – Starts at $24/ month [billed annually]
- Professional – Starts at $49/ month [billed annually]
- Power – Starts at $59/ month [billed annually]
- Enterprise – Starts at $79/ month [billed annually]
Did you know that Pipedrive CRMs boost lead conversion by 17% and agent productivity by 21%? [source: Pipedrive]
4. Zoho CRM – Best Budget-Friendly Option
What Is It? This CRM is part of a larger family of business apps from Zoho and is known for offering a lot of features at a very affordable price.
Active Users Of Zoho CRM: Over 150,000 companies in 180 countries and over 13 million users [source: helloLeads]
Why It’s Great? It is affordable, with strong automation and multichannel support.
Key Features Zoho CRM Has For Marketing Agencies
- It offers to automate common sales tasks, like sending follow-up emails.
- It keeps all your client and lead information organized.
- You can tailor many parts of the CRM to fit your agency’s specific needs.
- It provides an AI assistant, Zia, to help with sales predictions and other smart tasks in higher plans.
- It provides email, phone, chat, and social media in one dashboard.
Zoho CRM Costs:
Free Plans: For up to 3 users with basic features.
Paid Plans: Zoho CRM offers multiple paid plans to choose from, as per your needs.
- Standard – Starts at $14/user/month
- Professional – Starts at $23/user/month
- Enterprise – Starts at $40/user/month
- Ultimate – Starts at $52/user/month
Did you know that CRM software can boost conversion rates by 300%? [source: Tech.co]
5. Salesforce – Best For Larger Businesses
What Is It? Salesforce is a powerhouse that offers a huge range of customizable features for larger agencies with complex needs. It can do multiple tasks, but it comes at a higher price tag and can be a little complicated to set up.
Active Users Of Salesforce: Over 150,000 customers [source: Salesforce]
Why It’s Great? It is super customizable with deep analytics and AI tools. Its market share is over 22% of the global CRM market [source: Statista].
Key Features Salesforce Has For Marketing Agencies
- It offers a sales cloud for lead management, sales forecasting, and managing customer accounts.
- You get an advanced marketing cloud with automation, email campaigns, social media marketing, and customer journey building.
- It provides top-tier customer service and support features.
- It offers smart insights and forecasting with Einstein AI.
Salesforce CRM Costs:
- Starter Suite – Starts at $25/user/month [basic package including marketing, sales, service]
- Sales Cloud (Professional) – Starts at $100/user/month
Note: Salesforce has lots of extra tools and features you can add, so that the pricing can get a bit complicated. For small teams, it may cost more per person compared to other CRMs. But for big companies, it offers lots of options and grows easily as your business grows.
Did you know that by using Salesforce CRM, users save 5-10 hours a week by automating tasks? [source: starrdata]
Comparison Tables For The Above CRM We Mentioned
| CRM | Best For | Active Users | Free Plans | Key Features |
| HubSpot | All-in-one marketing | 258,000+ | ✔ | – Email + social + automation – All-in-one tool |
| Monday | Workflow automation | 245,000+ | ✔ | – Visual task boards – Automation and smooth workflow |
| Pipedrive | Sales tracking | 100,000+ | 14-day trial | – AI deal tracking – Sales is your #1 focus |
| Zoho | Budget-friendly | 150,000+ | ✔ | – Multichannel support – Solid features |
| Salesforce | Large agencies | 150,000+ | 🗶 | – Deep analytics + AI – Powerful tools |
Don’t Let Leads Slip, Get A CRM That Works
Picking the right CRM can totally change how your agency works day to day. When you choose the CRM that fits your agency’s needs, here’s what happens:
- You save time.
- You close more deals.
- Your clients stay happy.
- Your business grows.
So take your pick, get started, and watch the magic happen.
