Top 10 Best Agency CRM Software of 2026

GoHighLevel is a comprehensive all-in-one CRM and marketing automation platform designed specifically for digital marketing agencies to manage multiple client accounts efficiently. It offers tools for building sales funnels, email and SMS marketing, appointment scheduling, lead management, websites, and more, all from a unified dashboard. Agencies can white-label the entire platform and resell it as their own SaaS product, enabling scalable revenue streams without building from scratch.

Accelo is a comprehensive professional services automation (PSA) platform tailored for agencies, integrating CRM, project management, sales pipelines, time tracking, resource scheduling, and invoicing into a single system. It streamlines the entire client lifecycle from lead capture to billing and profitability analysis, with strong emphasis on retainer-based services common in agencies. By automating workflows and providing real-time insights, Accelo helps agencies deliver services efficiently while maximizing margins.

HubSpot CRM is a powerful, all-in-one platform offering free core CRM functionality alongside scalable marketing, sales, service, and operations hubs tailored for managing customer relationships. It excels in lead tracking, pipeline management, email automation, and analytics, making it suitable for agencies handling multiple clients and campaigns. Agencies can leverage custom properties, reporting dashboards, and integrations to streamline client onboarding, project tracking, and performance reporting.

Salesforce is a leading cloud-based CRM platform that empowers agencies to manage client relationships, sales pipelines, marketing campaigns, and project workflows comprehensively. It offers extensive customization through its Lightning Platform, AI-driven insights via Einstein, and seamless integrations via the AppExchange marketplace. Ideal for agencies handling complex, high-volume client interactions, it scales from small teams to enterprise operations while supporting omnichannel customer engagement.

Zoho CRM is a versatile, cloud-based platform designed for sales, marketing, and service automation, enabling agencies to manage leads, track client pipelines, and automate workflows efficiently. It stands out with deep customization options, including custom modules, fields, and blueprints for tailored agency processes like client onboarding and project tracking. Integrated with the Zoho ecosystem, it supports seamless data flow across tools for invoicing, projects, and analytics, making it scalable for growing teams.

Pipedrive is a sales-oriented CRM platform designed for visual pipeline management, allowing teams to track deals, leads, and activities through an intuitive drag-and-drop interface. It emphasizes sales processes with features like email integration, automation workflows, and customizable fields, making it effective for managing client acquisition. While adaptable for agencies, it focuses more on deal progression than comprehensive project management or service delivery tracking.

Plutio is an all-in-one business management platform tailored for agencies and freelancers, offering CRM capabilities alongside project management, invoicing, proposals, time tracking, and client portals. It enables agencies to manage client pipelines, automate workflows from lead to invoice, and centralize communications in a single dashboard. With features like custom forms and scheduling, it streamlines agency operations without needing multiple tools.

ActiveCampaign is a powerful marketing automation platform that integrates CRM functionalities, email marketing, and sales automation to help businesses manage leads and customer relationships effectively. For agencies, it provides contact management, deal pipelines, task automation, and advanced messaging tools to streamline client onboarding, nurturing, and retention. While not exclusively designed for agencies, its robust automation capabilities make it suitable for marketing-focused teams handling multiple client campaigns.

Keap is an all-in-one CRM and marketing automation platform tailored for small to mid-sized businesses and agencies, enabling contact management, sales pipeline tracking, email/SMS marketing, and automated workflows. It integrates invoicing, payments, appointment scheduling, and reporting to streamline client relationships and growth. Originally Infusionsoft, Keap emphasizes scalability for service-based agencies handling multiple clients.

HoneyBook is an all-in-one client management platform tailored for creative professionals, freelancers, and small agencies, handling everything from lead capture and proposals to contracts, invoicing, scheduling, and payments. It streamlines the client lifecycle with customizable templates, automations, and a client portal for seamless communication. While strong in client-facing workflows, it focuses more on solopreneurs and small teams rather than enterprise-scale CRM needs.