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What is the Best CRM for Marketing Agency?

Abby Gilmore
Abby Gilmore
January 27, 2023
7 min read
What is the Best CRM for Marketing Agency?
What is a CRM, and how to choose the best one? In this article, we’ll find out all the best CRMs for marketing agencies and their benefits.

No matter if you’re looking for a CRM to manage your own customers or their leads. In all cases, you want to ensure that you get the best CRM for your marketing agency.

One of the things that you’ll be glad to know is that the number of CRM systems available on the market has increased. This means that you will definitely find a matching solution for you. On the other hand, this also makes it a bit harder to choose the best and affordable tool at once.

What is a CRM?

CRM, or is a tool that is very useful to all businesses, including the marketing field.

The main target of such a software is to keep, organize, manage, and segment all clients and leads at once. Considering that all your employees have access to the system’s features, all teams will benefit from this tool. From customer support to the sales team, even the marketing team can take advantage of the data from the CRM to manage customers’ information better and retain them.

One of the best things about CRM systems is that they aggregate all the data in just one place. And we’re not only talking about the job role or contact details. We are talking about demographics, interests, purchase history, all interactions made between your marketing agency and the customer, and the way the customer prefers to be contacted, among so many more.

So, what’s the best CRM for a marketing agency?

Top 6 CRM for Marketing Agencies


Flowlu is an online CRM that is extremely easy to use. Even if this is the first CRM that you try, you’ll be amazed by its simplicity and capacity.

This CRM allows you to smoothly build and manage multiple projects at the same time. Flexible tools for the Task module can help you delegate activities to teammates, as well as you can use the calendar to make your personal or public schedule.

One of the main purposes of using a CRM is to build closer relations with customers and maintain communication. It also helps you store all customer and related activities in just one place and even add specific custom fields you believe are missing. When your customers are ready to pay for an invoice, they can pay directly from Flowlu if you have teh linked bank account.

Of course, Flowlu works well for marketing teams of all sizes. From here, you can easily create follow-up tasks, schedule events, and send emails, not to mention that it’ll be easier to maintain the entire team on the same page. After all, they can communicate using the built-in online chat.

Working with Flowlu is easy. But the best part is that you can integrate it with some of the most popular apps including Zendesk, GSuite, Gmail, PayPal, and Google Calendar, among many others.


You can try Flowlu for free for 14 days and you don’t even need to add a credit card. Depending on your needs and the size of your marketing agency, you may choose between the Free, Team, Business, or Professional plans.


With Nimble, you can create a well-build workflow for your team to work together to close more deals faster.

Designed for marketing agencies, it allows all your teams or employees to access a unique message inbox where they can easily search for customers’ data. In addition, you can also manage contacts and use the calendar feature, and add custom fields.

Nimble works with Google Workspace Suite and Office 365 and already comes with email templates and email tracking.


Nimble only offers a plan. However, you may choose to be billed monthly or annually.


When you’re looking for a scalable CRM for your marketing agency, you should consider Insightly.

With this CRM, you’ll find it easy not only to engage with your customers but also to align sales, manage projects, and even set marketing goals.

One of the best things about Insightly is that you can see the ROI on marketing spending and other important metrics. This ensures that you’re always within budget as well as you know how much money you’re making from each marketing campaign.

With Insightly, you can manage all your customers and leads, not to mention that you can do mass mailing using one of the many templates offered. With this CRM, you can even attach files from cloud storage.


In case you want to try out Insightly first, you can ask for a demo. If this is the CRM you want, you then have 3 different plans to choose from: Plus, Professional, and Enterprise.

Notice that if you’re looking for a CRM with Marketing features, you need to get in touch with them to know more about the pricing.


When you’re looking for a CRM for a marketing agency, you can also consider Spiro.

With this CRM, you can get more data, more leads, and close more deals. This can all be done using their amazing features that include the automatic creation of contacts that you can organize and prioritize, and reports to ensure that your sales team can spot the best opportunities.


Spiro doesn’t have any pricing information in open sources, so you need to contact their sales team to learn more.


Specially designed for small marketing agencies, Copper is another great alternative.

When you’re looking to grow your customer relationships and manage sales leads, Copper is a great option. With a very simple layout, you can eliminate all those daunting and repetitive tasks from your calendar. In addition, you can set reminders and even view and manage sales and related activities directly from email threads.

One of the best things about Copper is that it integrates not only with Gmail but also with other Google Apps.


Copper currently has 3 different plans you can choose from Basic, Professional, and Business. Before you commit to any one of them, you can try them for free. You don’t even need to add your credit card.


ConvergeHub helps marketing agencies to benefit from support, sales, billing, and marketing-related features. This means that you’ll not only be able to get new leads. You can also store, organize, and filter the data of your customers and leads, as well as easily close sales. In addition, this CRM also allows you to send quotations, create invoices, and create personalized marketing campaigns.


ConvergeHub has 4 different plans that you can choose from: Starter, Pro, Premium, and Industry Edition. This last one (the most expensive) doesn’t have the price available. Ultimately, you’ll need to get in touch with the company and let them know that you’re a marketing agency.

Bottom Line

While you have plenty of options when you’re looking for a CRM for marketing, Flowlu is the one that offers all you need at a great price. So, just try it for free and check all the features by yourself.

Frequently Asked Questions (FAQ)

What is the best CRM for digital marketing?

There are five of them: Flowlu, Nimble, Insightly, Spiro and Copper.

Is a CRM good for marketing?

A well-built CRM is a powerful tool for marketing agencies. It helps organize and store leads, manage marketing projects and communicate with clients. It’s also helpful if you need to organize the internal workflow of your team.

Why you need a CRM for the marketing team?

A CRM helps marketing teams improve their productivity and build a better connection with clients. Moreover, it also positively affects customer retention.

What should a CRM do for marketing?

In the marketing industry, a CRM should create personalized services for each customer. In addition, it should help with organizing leads and finding target audiences, as well as managing internal activities.

See the most answers to the most frequently asked questions. You can find even more information in the knowledge base.
Knowledge base

CRM stands for Customer Relationship Management. It is a system that helps businesses manage their interactions with customers. CRM systems can help businesses track customer contact information, sales leads, and customer support tickets. They can also help businesses automate tasks, such as sending follow-up emails and scheduling appointments.

There are many benefits of using a CRM for a marketing agency. Some of the most common benefits include:

  • Improved customer service.
  • Increased sales.
  • Saved time.
  • Better decision-making.

Some of the best CRMs for marketing agencies include:

  • HubSpot CRM: HubSpot CRM is a popular CRM that is designed for businesses of all sizes. It offers a wide range of features, including lead management, sales tracking, and customer support.
  • Pipedrive: Pipedrive is a CRM that is designed for sales teams. It offers a user-friendly interface and a variety of features, including lead management, sales tracking, and pipeline visualization.
  • Salesforce: Salesforce is a CRM that is designed for enterprise businesses. It offers a wide range of features, including lead management, sales tracking, and customer support.
  • Zoho CRM: Zoho CRM is a CRM that is designed for businesses of all sizes. It offers a wide range of features, including lead management, sales tracking, and customer support.

When choosing a CRM for your marketing agency, it is important to consider the following factors:

  • The size of your agency
  • The industry you are in
  • Your budget
  • Your specific needs

It is also important to try out a few different CRM options before making a decision. This will help you to find the CRM that best meets your needs.

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