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Best CRM for a marketing agency

Flowlu Team
Flowlu Team
7 min read
Best CRM for a marketing agency
CRM software is a must-have for any marketing agency, whether it's to keep track of your own clients or the leads your clients send you. After all, they are an extension of their clients' businesses, so most of the time it is their job to find, manage, and nurture leads.

In this article, you'll learn about the best CRM solutions that work well for agencies.

What is CRM software?

Customer Relationship Management (CRM) includes all of the ways you talk to customers and leads. CRM software is any system that helps your business keep track of how it interacts with customers and potential customers.

Most of the time, teams use this type of solution to automate their processes and increase revenue.

The Best CRMs for Marketing Agencies

Below are the ten best CRMs for marketing agencies:


Flowlu is an all-in-one piece of software that helps teams manage their whole workflows. It means that it can be used for more than one thing, like CRM, Help desk, Project Management, Task Management, and more.

It helps businesses keep track of sales leads and grow their relationships with customers. It's a simple tool that automates repetitive tasks and eliminates the need to type them in by hand. Copper also works with Google's Gmail and other apps. Also, the email threads let you see and handle important sales and relationship information. It also reminds you to follow up with contacts and deals so you never miss an opportunity.

Important Features

  • Integration with G Suite
  • Workflow Automation
  • Online invoicing
  • Mind maps
  • Financial management
  • Bulk Email with Templates
  • Integrations with third-party apps
  • Reporting
  • Sales Forecasting
  • Client portal, and more


Flowlu offers free trials for two users and 1 GB of storage. The Team plan costs $29 and only lets you have 8 users and 10 GB of storage. You can buy the Business plan for $59 and have up to 16 users and 50 GB of storage. On the other hand, if you want to have up to 25 users, you should pay $119 for the Professional plan. The enterprise plan allows unlimited users and up to 1000GB of storage for $199.

* prices indicated with activation of annual subscribtion.


Nimble is a CRM that works with Office 365 and Google Workspace Suite. It lets teams and individuals manage their contacts and close more deals faster. It also works with email inboxes and calendars and other productivity software to help business teams close more deals faster. Nimble is perfect for agencies that need to maintain business relationships across email, social networks, and other third-party apps.

Important Features

  • Unified Message Inbox
  • Contact Management
  • Calendar Sync
  • Email Message Syncing
  • Custom Fields
  • Marketing and Outreach
  • Email Templates
  • Email Tracking


Nimble only has one plan, which costs $19 per user per month if you pay monthly or $25 per user per month if you pay yearly.


Thryv is a CRM made for small businesses to help them automate tasks and put customers first. It also helps teams reach more customers, stay organized, get paid faster, and create reviews on their own. Also, you can easily and quickly connect with customers, get reminders, send texts and emails, and set up appointments.

Important Features

  • Generation of estimates and invoices
  • Scheduling and appointments
  • Reputation management
  • Marketing automation
  • Document storage and sharing


Insightly is a platform that helps agencies connect with customers, run projects, and make sure that their sales and marketing goals are aligned. It also lets you figure out the return on investment (ROI) of your marketing spending and gives you the chance to speed up pipeline growth.

Important Features

  • Lead management
  • Mass emailing
  • Email templates
  • Contact and organization management
  • Task and event management
  • Upload files from your cloud storage
  • Opportunity management


There are three plans for the CRM solution: Plus, which costs $29 per user per month; Professional, which costs $49 per user per month; and Enterprise, which costs $99 per user per month. But if you want a package that includes both CRM and marketing features, you can talk to the sales team to find out more about pricing.


Creatio is a global software company that makes a platform for process management and CRM that doesn't require a lot of code. It has answers for marketing, sales, and customer service. So you can buy them as separate products or get them all on the same platform.

Important Features

  • Lead management
  • Opportunity management
  • Channel sales
  • Sales forecasting
  • Orders and invoices
  • Project management
  • Analytics


  • Team: $30
  • Commerce: $35
  • Enterprise: $60
  • CRM Bundle (Marketing, Sales, and Service): Reach out to the team.


Spiro is a platform for relationship management. It automatically creates contacts, organizes and ranks opportunities, and suggests the next steps for your sales pipeline. Managers can use smart reports to help their sales team close more deals.

Important Features

  • Intelligent lead generation
  • Detailed account information
  • Account insights
  • Keeping track of opportunities
  • Setting reminders


Prices are not available on the website. Contact the sales team.


The CRM ConvergeHub has features for Sales, Marketing, Support, and Billing. You can use this software to do things like find leads, keep in touch with prospects, close sales, manage support tickets, make contracts, store documents, send quotes, make invoices, and many other things. ConvergeHub also lets teams build their own workflows by letting them change and automate things.

Important Features

  • Automation of Salesforce
  • Personalized marketing campaigns
  • Easy billing and payment tracking


There are 4 plans: Starter, which costs $9 per user per month; Pro, which costs $29 per user per month; Premium, which costs $59 per user per month; and Industry (requires contacting the sales team for pricing information).


EngageBay is a simple and powerful all-in-one CRM that offers a complete solution for marketing automation, sales CRM, Helpdesk, and even live chat. It’s a tool made for agencies that need to centralize the processes of acquiring, engaging, nurturing, and converting web visitors in just one place.

Important Features

  • Email marketing
  • Email Sequences
  • Landing Pages
  • Web forms to collect online leads
  • 360-degree customer view across marketing, sales, and support departments
  • Setting up appointments


This CRM is free to use for up to 1,000 contacts and 1,000 emails with your own brand. If you handle contact for more than one client, you should go with a paid plan. The Basic plan costs $8.99 per user per month and lets you add up to 15,000 contacts. The Growth plan, which lets you add up to 50,000 contacts, costs $29.99 per user per month. But the Pro plan, which costs $47.99 per user per month, is best for large agencies that need an unlimited number of contacts.

Hubspot CRM

Hubspot has free CRM software with a dashboard that shows your sales pipeline in a clear way. You can also make reports on sales activity, productivity, and individual performance so you can see how your team is managing work.

Important Features

  • Reporting dashboard
  • Deal tracking
  • Live chat
  • Email tracking and alerts
  • Company insights
  • Prospect tracking
  • Meeting scheduling


Hubspot CRM is free for as many users as you want and for as many contacts as you want. Also, this freemium doesn't have an end date.

In a Nutshell

It might not be easy to find the best CRM for marketing agencies, but we hope that you can look at the options we listed to help you make your choice. First, do a thorough analysis by reading user reviews of each tool you are interested in.

Also, check to see if the software offers trials or demos so you can see how it will work for your agency. However, we recommend Flowlu for individuals and enterprises with small budgets and large requirements. Flowlu provides all the features necessary to streamline your marketing processes and increase revenue.

See how Flowlu works for your business. No credit card required.
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