Best CRM Software for Agencies in 2026
Agencies sell relationships and then deliver projects. Their CRM has to track new business without getting in the way, and it helps if a won deal can become client work in the same place. Our first pick is HubSpot: agencies can run their own sales and marketing on it, and many of their clients use it too. Copper is the next to consider: client relationships and email history stay organized inside Google Workspace.
01Quick Picks
| Rank | Tool | Entry price | Team of 10, per month | Free plan | Value score |
|---|---|---|---|---|---|
| 1 | HubSpot | $20/seat/mo | $200 | Yes | 4.6/5 |
| 2 | Copper | $23/seat/mo | $230 | No | 4.1/5 |
| 3 | Monday Sales CRM | $12/seat/mo | $120 | No | 4.1/5 |
| 4 | Insightly | $29/user/mo | $290 | No | 3.8/5 |
| 5 | Zoho CRM | $14/user/mo | $140 | Yes | 4.6/5 |
| 6 | Pipedrive | $14/seat/mo | $140 | No | 4.3/5 |
| 7 | Streak | $49/user/mo | $490 | Yes | 4.0/5 |
02The Shortlist
HubSpot
From$20/seat/moTeam of 10$200Value score4.6/5
Why it’s here: Agencies can run their own sales and marketing on it, and many of their clients use it too.
HubSpot starts as a free CRM and grows into a suite: marketing, sales, service and content tools that share one contact database. It is easy to use, and sales and marketing see the same records without integration work. The catch is the pricing, which steps up sharply between tiers and with the size of your marketing list.
- Best for
- Growing businesses that want an integrated go-to-market stack
- Pricing
- Sales Hub Starter plan, billed monthly. Free plan: up to 2 users.
- Key features
- Contact and deal management, Email tracking and meeting scheduler, Marketing and support hub integrations
Where it falls short: Costs jump between tiers, and the useful automation and reporting sit on the expensive ones.
Copper
From$23/seat/moTeam of 10$230Value score4.1/5
Why it’s here: Client relationships and email history stay organized inside Google Workspace.
Copper is a CRM that lives inside Google Workspace. Contacts, deals and email history appear beside Gmail and Calendar, and much of the data entry happens automatically from the inbox. It is aimed at relationship-driven businesses such as agencies and consultancies, not at high-volume sales floors.
- Best for
- Google Workspace-first businesses that want a simple CRM
- Pricing
- Basic plan, billed annually ($29 billed monthly).
- Key features
- Gmail and Google Calendar integration, Pipeline management, Task automation
Where it falls short: It only makes sense for companies on Google Workspace, there is no free plan, and reporting and automation are modest.
Monday Sales CRM
From$12/seat/moTeam of 10$120Value score4.1/5
Why it’s here: Client pipelines sit next to the boards that run delivery.
Monday Sales CRM, sold today as monday CRM, is a sales tool built on monday.com’s boards. Pipelines, contacts and activities are customizable tables with automations and dashboards on top, so it feels less like a traditional CRM and more like a flexible workspace arranged for selling. It makes the most sense for teams already using monday.com for project work.
- Best for
- Teams that want a customizable, visual CRM workspace
- Pricing
- Basic plan, billed annually ($18 billed monthly), 3-seat minimum.
- Key features
- Lead and pipeline boards, Email sync and tracking, Activity logging
Where it falls short: Seats have a minimum, there is no free plan, and dedicated sales features are lighter than in CRMs built for the job.
Insightly
From$29/user/moTeam of 10$290Value score3.8/5
Why it’s here: A won deal becomes a client project in the same system.
Insightly combines a CRM with project management, so a won deal can turn into a project with tasks and milestones in the same system. Marketing and service apps are sold alongside it. It suits mid-sized businesses whose work continues long after the sale closes.
- Best for
- Businesses that want CRM and post-sale project handoff in one system
- Pricing
- Plus plan, billed annually.
- Key features
- Lead and opportunity tracking, Project management handoff, Workflow automation
Where it falls short: There is no free plan, the entry price is higher than most, and the interface is plainer than newer rivals’.
Zoho CRM
From$14/user/moTeam of 10$140Value score4.6/5
Why it’s here: Low cost and customizable for agencies with defined processes.
Zoho CRM offers a great deal for the money: sales automation, workflow rules, forecasting, an AI assistant and deep customization, at prices well below the big names. It is one piece of Zoho’s large family of business apps, which is a strength if you use them and a source of clutter if you do not.
- Best for
- Budget-conscious businesses that still need CRM customization
- Pricing
- Standard plan, billed annually. Free plan: up to 3 users.
- Key features
- Lead, contact, and deal management, Blueprint workflow automation, Email and telephony integrations
Where it falls short: The interface is busy, setup takes patience, and integrations work best with Zoho’s own apps.
Pipedrive
From$14/seat/moTeam of 10$140Value score4.3/5
Why it’s here: A simple pipeline for new-business development.
Pipedrive is a sales CRM built around the pipeline view. Deals are cards that reps drag from stage to stage, and the system nudges them toward the next activity on each one. It does that one job well and leaves marketing and customer service to other tools.
- Best for
- Sales teams that want a focused CRM without heavy complexity
- Pricing
- Lite plan, billed annually.
- Key features
- Visual pipeline management, Email sync and templates, Sales automation
Where it falls short: There is no free plan, and features such as lead generation and email campaigns are paid add-ons.
Streak
From$49/user/moTeam of 10$490Value score4.0/5
Why it’s here: For small shops that manage every client from Gmail.
Streak turns Gmail into a CRM. Pipelines appear in the inbox as spreadsheet-like views, emails attach to deals automatically, and mail merge and tracking are built in. It works for individuals and small teams who manage every customer conversation from Gmail anyway.
- Best for
- Small teams that want CRM inside Gmail
- Pricing
- Pro plan, billed annually ($59 billed monthly). Free plan: Gmail email tools only, without CRM pipelines.
- Key features
- Pipeline tracking in Gmail, Mail merge and snippets, Shared inbox workflows
Where it falls short: It only works with Gmail, the paid plans are expensive per user, and it lacks the reporting and automation of a standalone CRM.
03How We Chose
Each CRM tool we track gets a fit score from 0 to 3 for agencies, based on how the product is designed and what its published plans allow. Tools scoring 2 or more make this list, ordered by fit, then by how widely they are adopted, then by Value score. We left out Salesforce, Freshsales, Close, Less Annoying CRM and Nimble: capable tools built for other buyers.
04FAQ
What is the best CRM software for agencies?
HubSpot is our first pick. Agencies can run their own sales and marketing on it, and many of their clients use it too. The Sales Hub Starter plan costs $20/seat/mo, about $200 a month for a team of ten.
What is the cheapest good option for agencies?
Zoho CRM: free plan, then $14/user/mo. Low cost and customizable for agencies with defined processes.
Which of these have a free plan?
HubSpot, Zoho CRM and Streak. The limits differ; each tool’s pricing page lists them.
How much should agencies expect to pay?
For a team of ten, the tools on this list run from about $120 to $490 a month on their cheapest suitable plans. Prices are per month on annual billing, except HubSpot (monthly billing; no annual price published).
05Bottom Line
Start with HubSpot. Agencies can run their own sales and marketing on it, and many of their clients use it too. If that does not describe you, look at Copper: client relationships and email history stay organized inside Google Workspace.