7 agency CRMs · prices checked October 3, 2026
CRM for marketing agencies: 7 options compared
A CRM for marketing agencies does one of two jobs: it tracks the agency's own sales, or it runs a separate CRM for each client. Most agencies end up needing both.
- Client accounts compared
- Seat math shown
- Prices from each company's page
Two jobs
What a CRM for marketing agencies has to do
Your own sales
Prospects, discovery calls, proposals and signed retainers. Any general CRM handles this, and you pay per seat for your own team: HubSpot, Pipedrive, monday CRM, Copper or Close.
Your clients' CRMs
Each client gets its own contacts, pipeline and messages, kept apart from the others, and your team switches between them. Only a few CRMs are built for this, and they price by the agency or the company instead of by the seat: AttackDesk and HighLevel.
Sponsored
AttackDesk
Start free, pay as you go, and build what each client needs: every client account gets its own app code your team can rewrite, plus API and MCP access for your developers and AI tools. Client accounts start with a $29 monthly plan.
- Free to start
- Pay as you go
- Rewrite the software
- Developer friendly
- Build what you need
Side by side
Agency CRMs compared
Prices from each company's pricing page, checked October 3, 2026. "Yearly" means billed for 12 months up front.
CRMs for running your clients' accounts
Best for: agencies whose clients text and call their customers, and that want each client's CRM priced on what it uses.
- No per-seat fee
- Staff limited per client
To make client accounts, your agency needs a monthly plan of $29 or more. The plans are $29, $79, $197 and $329 a month, priced per company instead of per seat, and each step lowers the usage prices. Texts are 3.1¢ each and calls 5.8¢ a minute on pay as you go, and less on a plan.
Each client company gets its own app code that the agency can change, and staff can be limited to the clients they work on.
Best for: agencies that want to resell a branded CRM and marketing tools to clients.
- 3 sub-accounts on Starter
- Unlimited from $297
Starter is $97 a month, or $970 a year, and includes 3 client sub-accounts with unlimited contacts and users. Unlimited, $297 a month, removes the cap. Agency Pro, $497 a month, adds a SaaS mode that rebills usage to clients with a markup.
The math: once you pass 3 clients, Starter no longer fits and the next step is $297 a month, whether you have 4 clients or 40.
CRMs for your agency's own sales
For winning new clients, a general CRM works. What matters is your team size and how you sell: inbound leads, referrals or cold outreach.
Best for: agencies of one or two people that want to start free.
The free plan covers 2 users. Starter shows $7 per seat a month as a new-customer offer, billed yearly, against a regular $20. Professional is $90 per seat a month plus a one-time $1,500 onboarding fee, which adds up fast for a small agency.
Best for: agencies that sell through proposals and want to see every deal by stage.
Lite is $14 per seat a month billed yearly, or $24 monthly. Growth is $39 yearly ($49 monthly). A four-person agency on Growth pays $156 a month on a yearly plan.
Best for: agencies that want client projects and the sales pipeline in the same tool.
Basic is $12 per seat a month yearly ($18 monthly) with 1,000 active contacts and deals. Seats come in packs that start at 3, so the smallest bill on Basic is $36 a month on a yearly plan.
Best for: agencies that run on Google Workspace and live in Gmail.
Basic is $23 per seat a month paid yearly ($29 monthly), capped at 2,500 contacts. Professional raises the cap to 15,000 for $59 yearly ($69 monthly).
Best for: agencies that win clients through cold calls and email sequences.
Essentials is $35 per user a month yearly ($49 monthly). The power dialer and workflows start at Growth, $99 per user yearly. Solo, $9 yearly, is limited to 1 user and has no workflows.
Before you buy
What to check before you pick a CRM for marketing agencies
- Where your client count tips the price. A plan with a sub-account cap is cheap until client number four.
- Who pays for texts and calls. Messaging is usually metered. Decide whether the agency absorbs it, passes it through or marks it up, and check the CRM can bill it that way.
- Seat math for your own team. Per-seat CRMs grow with every hire; flat and per-company pricing doesn't.
- What a client takes with them. Ask how a client's contacts and history get exported if they leave you.
Common questions
Do marketing agencies need a CRM?
Yes, once leads come from more than one place. Without one, follow-ups live in inboxes and nobody can see which proposals are waiting on an answer. A free plan, like HubSpot's for 2 users, covers a solo agency's own sales.
What is the best CRM for a small agency?
It depends on the job. For your own sales, a per-seat CRM like Pipedrive or HubSpot is enough. If you also run CRMs for clients, compare HighLevel's flat agency price with per-company pricing like AttackDesk's, based on how many clients you have. For CRMs outside agency work, see all 18 CRM examples with prices.