{"id":74278,"date":"2025-06-13T08:54:07","date_gmt":"2025-06-13T15:54:07","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=74278"},"modified":"2025-07-28T03:53:58","modified_gmt":"2025-07-28T10:53:58","slug":"marketing-crm-software","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/marketing-crm-software\/","title":{"rendered":"Top 10 CRM for Marketing Agencies to Boost Growth in 2026"},"content":{"rendered":"\n<p>Losing leads because client details are buried in spreadsheets? Scrambling to track campaign follow-ups? A solid agency CRM software can fix that.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-7b97bca4-fed4-4455-9079-2ec13627e79e\">\n<p id=\"ub-styled-box-notification-content-\">A Bain &amp; Company report suggests that marketing agencies <a href=\"https:\/\/clickup.com\/blog\/crm-implementation\/\">that implement a dedicated CRM<\/a> see <a href=\"https:\/\/media.bain.com\/Images\/BB_Prescription_cutting_costs.pdf\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">higher client retention<\/a> within a year.<\/p>\n\n\n<\/div>\n\n\n<p>Why? A great customer relationship management system acts as your command center\u2014automating follow-ups, streamlining workflows, and giving you a 360-degree view of client interactions.<\/p>\n\n\n\n<p>The good news? You don\u2019t have to sift through countless CRM options when choosing one for your agency. This guide breaks down the top CRM solutions for marketing agencies so you can find the perfect tool to boost growth, simplify processes, and focus on what you do best\u2014delivering results.<\/p>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-23565cd9-ae0f-4af7-91f4-906f5751a668\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udc40 <strong>Did You Know? <\/strong>One of the most famous precursors to the modern CRM was \u2018<a href=\"https:\/\/en.wikipedia.org\/wiki\/Farley_file\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">The Farley File<\/a>,\u2019 meticulously kept by James Farley, Franklin D. Roosevelt&#8217;s campaign manager. It contained detailed personal facts and political affiliations of the people that FDR met.<\/p>\n\n\n<\/div>\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-059c09cc-f435-410e-8fba-954e6e798499\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">Top CRM for Marketing Agencies to Boost Growth<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#0-top-crm-for-marketing-agencies-at-a-glance\" style=\"\">Top CRM for Marketing Agencies at a Glance<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#1-what-should-you-look-for-in-crm-for-marketing-agencies-\" style=\"\">What Should You Look for in CRM for Marketing Agencies?\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#2-the-10-best-crm-for-marketing-agencies\" style=\"\">The 10 Best CRM for Marketing Agencies<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#3-how-we-review-software-at-clickup\" style=\"\">How we review software at ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#4-1-clickup-best-for-agencies-that-need-a-crm-with-project-management-and-workflow-automation-built-in\" style=\"\">1. ClickUp (Best for agencies that need a CRM with project management and workflow automation built in)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#13-2-hubspot-crm-best-for-marketing-agencies-focused-on-generating-and-nurturing-leads-through-content-email-and-social-media\" style=\"\">2. HubSpot CRM (Best for marketing agencies focused on generating and nurturing leads through content, email, and social media)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#19-3-salesforce-marketing-cloud-best-for-ai-driven-personalization-at-enterprise-scale-\" style=\"\">3. Salesforce Marketing Cloud (Best for AI-driven personalization at Enterprise scale)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#25-4-zoho-crm-best-for-multichannel-automation-within-an-integrated-ecosystem-\" style=\"\">4. Zoho CRM (Best for multichannel automation within an integrated ecosystem)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#31-5-activecampaign-best-for-ai-driven-personalization-and-advanced-email-marketing-automation\" style=\"\">5. ActiveCampaign (Best for AI-driven personalization and advanced email marketing automation)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#37-6-creatio-best-for-agencies-needing-a-customizable-crm-with-strong-process-automation\" style=\"\">6. Creatio (Best for agencies needing a customizable CRM with strong process automation)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#43-7-apptivo-best-for-modular-crm-with-project-management-for-small-agencies-\" style=\"\">7. Apptivo (Best for modular CRM with project management for small agencies)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#49-8-salesmate-best-for-pipeline-automation-on-the-go\" style=\"\">8. Salesmate (Best for pipeline automation on the go)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#55-9-pipedrive-best-for-visual-sales-pipeline-management\" style=\"\">9. Pipedrive (Best for visual sales pipeline management)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/#61-10-freshsales-best-for-ai-driven-lead-prioritization\" style=\"\">10. Freshsales (Best for AI-driven lead prioritization)<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-top-crm-for-marketing-agencies-at-a-glance\">Top CRM for Marketing Agencies at a Glance<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>CRM<\/strong><\/td><td><strong>Best for<\/strong><\/td><td><strong>Key features<\/strong><\/td><td><strong>Pricing*<\/strong><\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/\"><strong>ClickUp<\/strong><\/a><\/td><td>Agencies of all sizes needing project management and workflow automation built-in<\/td><td>All-in-one platform that unifies project management, CRM, and collaboration<\/td><td>Free plan available; Customizations available for enterprises<\/td><\/tr><tr><td><strong>HubSpot CRM<\/strong><\/td><td>Small to large marketing agencies focused on generating and nurturing leads through content, email, and social media<\/td><td>Workflow automation builder that allows you to automate tasks without coding<\/td><td>Free plan available; Paid plans start at $20\/user\/month<\/td><\/tr><tr><td><strong>Salesforce Marketing Cloud<\/strong><\/td><td>Large digital marketing agencies requiring advanced marketing automation and analytics<\/td><td>AI-powered personalization and cross-channel campaign orchestration<\/td><td>Free trial available; Paid plans start at $1,250\/month<\/td><\/tr><tr><td><strong>Zoho CRM<\/strong><\/td><td>Multichannel automation within an integrated ecosystem for medium to large agencies<\/td><td>Strong native integrations + advanced lead scoring at a competitive price<\/td><td>Free plan available; Paid plans start at $14\/user\/month<\/td><\/tr><tr><td><strong>ActiveCampaign<\/strong><\/td><td>AI-driven personalization and advanced email marketing automation for agencies<\/td><td>Powerful email workflows with conditional logic and behavior tracking<\/td><td>Free trial available; Paid plans start at $29\/month&nbsp;<\/td><\/tr><tr><td><strong>Creatio<\/strong><\/td><td>Agencies needing a customizable CRM with strong process automation<\/td><td>No-code platform with an intuitive drag-and-drop interface<\/td><td>Free trial available; Paid plans start at $25\/user\/month<\/td><\/tr><tr><td><strong>Apptivo<\/strong><\/td><td>Modular CRM with project management for small agencies<\/td><td>Supports the pay-as-you-grow feature<\/td><td>Free plan available; Paid plans start at $10\/user\/month<\/td><\/tr><tr><td><strong>Salesmate<\/strong><\/td><td>Pipeline automation on the go for medium to large agencies<\/td><td>Smart sales sequences and voice\/text automation<\/td><td>Free trial available; Paid plans start at $12\/user\/month<\/td><\/tr><tr><td><strong>Pipedrive<\/strong><\/td><td>Visual sales pipeline management for agencies of all sizes<\/td><td>Sales pipelines with activity reminders and forecasting<\/td><td>Free trial available; Paid plans start at $14\/user\/month<\/td><\/tr><tr><td><strong>Freshsales<\/strong><\/td><td>AI-driven lead prioritization for large agencies<\/td><td>Simplified deal tracking and client engagement<\/td><td>Free plan available; Paid plans start at $15\/user\/month<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\"><em>*Please check the tool&#8217;s website for the latest pricing<\/em><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-should-you-look-for-in-crm-for-marketing-agencies-\">What Should You Look for in CRM for Marketing Agencies?&nbsp;<\/h2>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/how-to-choose-a-crm\/\">Picking the right CRM<\/a> for your marketing agency comes down to what you\u2019re trying to fix or improve\u2014whether that\u2019s staying on top of client interactions, managing projects more smoothly, or just getting your team better organized.&nbsp;<\/p>\n\n\n\n<p>Ideally, your CRM should make things easier, not more complicated. Look for something that helps you work smarter, keeps your clients happy, and gives your team more time to focus on what they do best.<\/p>\n\n\n\n<p>Here\u2019s what to prioritize:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Lead management<\/strong>: Capture, nurture, and track leads through your sales funnel with automated follow-ups and scoring<\/li>\n\n\n\n<li><strong>Centralized client communication<\/strong>: Keep emails, calls, and messages in one place to avoid lost conversations and missed opportunities<\/li>\n\n\n\n<li><strong>Project and campaign management<\/strong>: Assign tasks, monitor progress, and collaborate seamlessly on marketing campaigns<\/li>\n\n\n\n<li><strong>Customizable workflows<\/strong>: Adapt the CRM to match your agency\u2019s unique processes and client needs<\/li>\n\n\n\n<li><strong>Marketing automation<\/strong>: Automate email sequences, follow-ups, and lead nurturing to save time and increase conversions<\/li>\n\n\n\n<li><strong>Seamless integrations<\/strong>: Connect with email platforms, social media schedulers, analytics tools, and ad managers for a unified workflow<\/li>\n\n\n\n<li><strong>Scalability<\/strong>: Ensure the CRM can grow with your agency, handling more clients, users, and data without slowing down<\/li>\n\n\n\n<li><strong>Detailed reporting and analytics<\/strong>: Track <a href=\"https:\/\/clickup.com\/blog\/crm-campaign\/\">CRM campaign<\/a> performance, measure ROI, and prove your agency\u2019s impact with real-time insights.<\/li>\n\n\n\n<li><strong>Collaboration features<\/strong>: Keep your team aligned with shared calendars, file storage, and real-time updates<\/li>\n\n\n\n<li><strong>Client portals and self-service options<\/strong>: Give clients access to project updates, reports, and approvals for smoother collaboration<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-3f9a2cb2-8e86-4fa9-9093-ade6b1591bbe\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcd6  Also read: <\/strong><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">Best CRM Software Examples and Their Use Cases to Increase Productivity<\/a><\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-10-best-crm-for-marketing-agencies\">The 10 Best CRM for Marketing Agencies<\/h2>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: #f6f6f6; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-8ede5161-c260-44f9-8a00-60cbaf464fb0\">\n<h3 class=\"wp-block-heading\" id=\"3-how-we-review-software-at-clickup\">How we review software at ClickUp<\/h3>\n\n\n\n<p>Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.<\/p>\n\n\n\n<p>Here\u2019s a detailed rundown of <a href=\"https:\/\/clickup.com\/blog\/software-review-methodology\/\" target=\"_blank\" rel=\"noreferrer noopener\">how we review software at ClickUp<\/a>.<\/p>\n\n\n<\/div>\n\n\n<p>The fundamental <a href=\"https:\/\/clickup.com\/blog\/crm-components\/\">components of a CRM<\/a> include lead management, pipeline management, marketing workflow automation, customer support, marketing campaigns, business reporting, and integration capabilities.&nbsp;<\/p>\n\n\n\n<p>Let&#8217;s explore the top CRM for agencies that excel in these critical areas.<\/p>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-a4094020-d75a-421c-b015-600cde24feb0\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0 <strong>Fun Fact<\/strong>: The average spend per employee in the customer relationship management software market is <a href=\"https:\/\/www.statista.com\/outlook\/tmo\/software\/enterprise-software\/customer-relationship-management-software\/worldwide\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">projected to be $26.36. <\/a>\u00a0This indicates organizations\u2019 willingness to invest in CRM software.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"4-1-clickup-best-for-agencies-that-need-a-crm-with-project-management-and-workflow-automation-built-in\">1. ClickUp (Best for agencies that need a CRM with project management and workflow automation built in)<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-1-2.png\" alt=\"ClickUp\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/login?department=sales-crm\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Try ClickUp now\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Try ClickUp now&quot;}\">Try ClickUp now<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Bring your CRM together with your project management processes using ClickUp<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/\">ClickUp<\/a>, <em>the everything app for work<\/em>, is a project management powerhouse, designed to help you juggle clients and campaigns minus the chaos, in one place. It&#8217;s your go-to platform for managing and maintaining client relationships, pushing campaigns forward, and making sure your agency runs smoothly.<\/p>\n\n\n\n<p>Let&#8217;s walk through some practical <a href=\"https:\/\/clickup.com\/teams\/marketing\">ClickUp workflows for marketing<\/a> to elevate your agency\u2019s performance:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-seamless-client-onboarding-amp-project-kickoff-workflow\">Seamless client onboarding &amp; project kickoff workflow<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"864\" height=\"540\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/ClickUp-Brain-4.gif\" alt=\"\" class=\"wp-image-414882\"\/><figcaption class=\"wp-element-caption\">Tell ClickUp AI what you want to automate in plain English, and it&#8217;ll instantly set up a workflow for you on any Space, Folder, or List<\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp Brain for free<\/a><\/div>\n\n\n\n<p>Imagine a world where bringing on new clients is a breeze, not a bottleneck. Here\u2019s how ClickUp <a href=\"https:\/\/clickup.com\/blog\/crm-process\/\">optimizes your CRM process<\/a>:<\/p>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-38bc883c-d723-4afe-80b2-bb9f36e586bb\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udccc Workflow:<\/strong> New lead intake \u2192 Capture details \u2192 Automate onboarding \u2192 Scoping\u2192 Proposal<\/p>\n\n\n<\/div>\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Lead to deal in a flash:<\/strong> With <a href=\"https:\/\/clickup.com\/features\/forms\">ClickUp Forms<\/a>, you can create branded intake forms to capture new leads or client requests. These automatically populate into a dedicated list, moving through custom statuses like \u2018Lead,\u2019 \u2018Qualified,\u2019 \u2018Proposal Sent,\u2019 and \u2018Signed\u2019<\/li>\n\n\n\n<li><strong>Know your clients inside out:<\/strong> Use <a href=\"https:\/\/clickup.com\/features\/custom-fields\">ClickUp Custom Fields<\/a> to track all the vital client details\u2014budget, industry, primary contact, retainer type\u2014ensuring everyone on your team has the full client picture at their fingertips<\/li>\n\n\n\n<li><strong>Automate the welcome wagon:<\/strong> Once a client moves to \u2018Signed,\u2019 <a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> can automatically assign onboarding tasks to your team, notify the account manager, and even send a personalized welcome email via integrations with Gmail or Outlook. No more missed steps or manual follow-ups!<\/li>\n\n\n\n<li><strong>Proposals &amp; onboarding made easy:<\/strong> Leverage <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> to draft professional proposals, detailed scope of work, and comprehensive onboarding packets. You can even reuse your best-performing proposal templates to save time and maintain consistency<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-agile-seo-amp-content-optimization-workflow\">Agile SEO &amp; content optimization workflow<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"747\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-38.gif\" alt=\"ClickUp\u2019s proofing tool - crm for marketing agencies\" class=\"wp-image-479894\"\/><figcaption class=\"wp-element-caption\">Whenever you need to communicate feedback on a file, just use ClickUp\u2019s proofing tools for the job<\/figcaption><\/figure><\/div>\n\n\n<p>SEO is never \u2018done\u2019\u2014it&#8217;s a continuous cycle of research, creation, and optimization. Here\u2019s how ClickUp helps you stay ahead of the curve:<\/p>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-b286d3fa-8a14-4f7e-bc0c-680777d3e5cc\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udccc Workflow:<\/strong> Keyword data \u2192 Structured brief \u2192 Assign tasks \u2192 Refine content \u2192 Content proofing<\/p>\n\n\n<\/div>\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Keyword to content brief in minutes:<\/strong> Simply paste your keyword data into a ClickUp Doc and then ask <a href=\"https:\/\/clickup.com\/ai\">ClickUp Brain<\/a> to \u2018Generate a content brief for this keyword set, including target audience, key topics, competitors, and suggested headings.\u2019 The AI assistant gets to work and&nbsp; instantly creates a structured brief<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"1340\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-3.png\" alt=\"ClickUp Brain - crm for marketing agencies\" class=\"wp-image-479928\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-3.png 1230w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-3-275x300.png 275w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-3-768x837.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-3-700x763.png 700w\" sizes=\"auto, (max-width: 1230px) 100vw, 1230px\" \/><figcaption class=\"wp-element-caption\">Generate keyword clusters, content briefs, outlines, and even full-fledged posts using ClickUp Brain<\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Create content faster with ClickUp Brain<\/a><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automated content assignments &amp; deadlines:<\/strong> Once the content brief is approved, a ClickUp Automation can trigger. When the Doc&#8217;s status changes to \u2018Brief Approved,\u2019 automatically create a new <a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Task<\/a> for the content writer, assign it to them, set a due date, and link it back to the original ClickUp Doc<\/li>\n\n\n\n<li><strong>AI-powered content refinement:<\/strong> Writers can leverage ClickUp Brain to enhance their writing. If you need to quickly rephrase something for a different tone, use ClickUp Brain to \u2018Rewrite this sentence with a more persuasive tone\u2019<\/li>\n\n\n\n<li><strong>Feedback loop with built-in proofing:<\/strong> Clients or internal stakeholders can provide precise feedback directly on images, PDFs, or even video files uploaded to ClickUp Tasks using the <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6325985679383-Annotate-image-video-and-PDFs-with-Proofing\">ClickUp Proofing tool<\/a>. No more vague email comments\u2014you get timestamped, visual annotations<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-simple-client-reporting-amp-retainer-management-workflow\">Simple client reporting &amp; retainer management workflow<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"930\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-4-1400x930.png\" alt=\"ClickUp - crm for marketing agencies\" class=\"wp-image-479936\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-4-1400x930.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-4-300x199.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-4-768x510.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-4-1536x1020.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-4-700x465.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-4.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Optimize campaign tracking with connected workflows, docs, and real-time dashboards on ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p>Stay on top of your retainers and demonstrate your value with transparent, data-driven reporting.<\/p>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-77bfa385-892f-4418-9e0b-3d161949f5e3\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udccc Workflow:<\/strong> Build dashboards \u2192 Track billable hours \u2192 Create reports \u2192 Check retainer status<\/p>\n\n\n<\/div>\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dashboards that deliver:<\/strong> Build custom, client-specific <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> that provide a real-time overview of tasks completed, time tracked, and key campaign metrics pulled directly from integrations like Google Analytics or Google Sheets<\/li>\n\n\n\n<li><strong>Accurate time tracking:<\/strong> Log time directly within tasks using <a href=\"https:\/\/clickup.com\/features\/project-time-tracking\">ClickUp\u2019s native Time Tracking<\/a> to accurately bill clients for hours spent on specific deliverables or projects<\/li>\n\n\n\n<li><strong>Dynamic reporting docs:<\/strong> Create stunning reports using ClickUp Docs that embed your live dashboards, graphs, and campaign recaps. You can share these with clients in real-time or export them as professional PDFs<\/li>\n\n\n\n<li><strong>Never miss a beat:<\/strong> Use <a href=\"https:\/\/clickup.com\/features\/views\">ClickUp\u2019s 15+Views<\/a> to visualize data by client, deliverable type, or priority, ensuring you always know the status of your retainer scope and can proactively manage expectations.<\/li>\n<\/ul>\n\n\n\n<p>If you\u2019re ready to streamline client work from day one, check out ClickUp\u2019s <a href=\"https:\/\/clickup.com\/blog\/free-crm\/\">free CRM<\/a> templates built for marketing professionals.<\/p>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/crm-t-102457750\">ClickUp CRM Template<\/a> helps you track leads, manage sales stages, and centralize client info\u2014from contact details to campaign files. Visual pipelines and linked Docs make it easy to stay organized and forecast deals with confidence.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-752.png\" alt=\"ClickUp CRM Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Enhance sales and marketing efforts by automating repetitive tasks and get actionable insights with the ClickUp CRM Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Use your <a href=\"https:\/\/clickup.com\/teams\/crm\">ClickUp CRM<\/a> to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track leads and sales opportunities with customizable pipelines and clear status updates like \u2018Qualified\u2019 or \u2018Closed\u2019<\/li>\n\n\n\n<li>Keep all your customer info in one place\u2014from contact details to job titles\u2014so your team never has to dig through spreadsheets again<\/li>\n\n\n\n<li>Prioritize and manage tasks by sales stage using custom views and fields tailored to your team\u2019s workflow<\/li>\n\n\n\n<li>Automate busywork and uncover insights with built-in reminders, automations, and data analysis tools to help you focus on what moves the needle<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n\n<p>By centralizing and unifying project and customer relationship management within a single platform, marketing teams can focus on what truly matters\u2014building relationships and driving results.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"8-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keep all client data and campaigns in one place\u2014no more bouncing between tools<\/li>\n\n\n\n<li>Visualize progress with List, Board, or <a href=\"https:\/\/clickup.com\/features\/gantt-chart-view\">Gantt Views in ClickUp<\/a> to spot what\u2019s moving or stuck<\/li>\n\n\n\n<li>Customize pipelines with fields and statuses that match your agency\u2019s workflow<\/li>\n\n\n\n<li>Collaborate on assets with built-in Proofing and Docs to streamline feedback<\/li>\n\n\n\n<li>Use templates for campaigns, content calendars, and lead tracking to get to launch faster<\/li>\n\n\n\n<li>Integrate with the tools you already use to keep everything in sync with <a href=\"https:\/\/clickup.com\/integrations\">1000+ ClickUp Integrations<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The number of features and customization options might feel overwhelming for new users&nbsp;<\/li>\n\n\n\n<li>Mastering more advanced features requires a steep learning curve<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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We manage everything from Client work to our CRM and love the flexibility of options and the in-built automations. We also love that ClickUp is constantly evolving and that they listen to their clients!<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-35ef6bb8-9c77-4056-85e8-108417c0bfe9\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udca1 Pro Tip: <\/strong>\u00a0For faster creative revisions, use <a href=\"https:\/\/clickup.com\/features\/clips\">ClickUp Clips<\/a> to record and narrate on-screen feedback. This makes communication unambiguous and reduces endless back-and-forth.<\/p>\n\n\n<\/div>\n\n\n<p>Watch how ClickUp helps combine CRM and project management into one powerful tool:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Combining CRM &amp; Project Management | ClickUp Vlog\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/yhyZJ8ahKgY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-2-hubspot-crm-best-for-marketing-agencies-focused-on-generating-and-nurturing-leads-through-content-email-and-social-media\">2. HubSpot CRM (Best for marketing agencies focused on generating and nurturing leads through content, email, and social media)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1030\" height=\"654\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-753.png\" alt=\"Hubspot\" class=\"wp-image-479953\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-753.png 1030w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-753-300x190.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-753-768x488.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-753-700x444.png 700w\" sizes=\"auto, (max-width: 1030px) 100vw, 1030px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/hubspot.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Hubspot<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>HubSpot CRM helps agencies manage complex client relationships with a clear, real-time view of every touchpoint\u2014emails, calls, deals, and support\u2014all organized in a single timeline.<\/p>\n\n\n\n<p>What sets it apart is its workflow automation builder, which allows teams to automate actions like follow-ups, task assignments, lead nurturing, and deal stage transitions\u2014without writing a line of code.<\/p>\n\n\n\n<p>In addition, HubSpot\u2019s Predictive Lead Scoring uses AI to analyze past conversion data to rank leads based on their likelihood to close, helping agencies prioritize the most promising prospects. The result: fewer missed opportunities, faster response times, and a shared understanding across marketing, sales, and support.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-hubspot-crm-best-features\">HubSpot CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Personalize customer interactions with rich contact insights and history<\/li>\n\n\n\n<li>Resolve issues faster using built-in ticketing and support systems<\/li>\n\n\n\n<li>See charts showing who\u2019s ready to buy and where they are in the process<\/li>\n\n\n\n<li>Use templates to quickly create polished emails and documents<\/li>\n\n\n\n<li>Get task reminders so you never forget to follow up with a customer<\/li>\n\n\n\n<li>Scale from free core tools to advanced capabilities, without disrupting workflows or retraining teams<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-hubspot-crm-limitations\">HubSpot CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Easy-to-use interface, but automation has a learning curve<\/li>\n\n\n\n<li>Premium tools like advanced automation and reporting can be costly<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-hubspot-crm-pricing\">HubSpot CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter: <\/strong>$20\/month per user<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $100\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$150\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-hubspot-crm-ratings-and-reviews\">HubSpot CRM ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong>&nbsp;Not available<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (4,300+ reviews)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-what-are-real-life-users-saying-about-hubspot-crm\">What are real-life users saying about HubSpot CRM?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.capterra.com\/p\/152373\/HubSpot-CRM\/#Capterra___6483330\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>HubSpot CRM has provided us with a significant edge. Investing in this CRM has not only streamlined our project management but also improved our customers communication and sales processes.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-69227512-f4ce-4fb6-a3f4-561933405020\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcd6 Also read:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/clickup-vs-hubspot\/\">ClickUp vs. Hubspot: Which CRM tool is best\u00a0<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"19-3-salesforce-marketing-cloud-best-for-ai-driven-personalization-at-enterprise-scale-\">3. Salesforce Marketing Cloud (Best for AI-driven personalization at Enterprise scale)&nbsp;<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1023\" height=\"549\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-5.png\" alt=\"Salesforce - crm for marketing agencies\" class=\"wp-image-479972\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-5.png 1023w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-5-300x161.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-5-768x412.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-5-700x376.png 700w\" sizes=\"auto, (max-width: 1023px) 100vw, 1023px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/Salesforce.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesforce<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Salesforce Marketing Cloud uses Einstein AI to help large agencies and enterprises personalize campaigns based on real-time customer behavior.<\/p>\n\n\n\n<p>For example, its <strong>Einstein Content Selection<\/strong> tool analyzes each customer\u2019s past interactions and preferences to automatically select the best-performing image, subject line, or offer, without manual testing. Thus, a retail campaign can dynamically show Product A to high spenders and Product B to discount seekers, all from the same email template.<\/p>\n\n\n\n<p>Other AI capabilities include <strong>Einstein Engagement Scoring<\/strong>, which predicts which contacts are most likely to open, click, or unsubscribe. It also chooses the best time for each individual recipient, increasing open rates.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-salesforce-marketing-cloud-best-features\">Salesforce Marketing Cloud best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Monitor and analyze social conversations to understand customers and competitors<\/li>\n\n\n\n<li>Reach customers via SMS, MMS, push, and group messaging at key moments<\/li>\n\n\n\n<li>Scale 1:1 personalization across millions of users, reducing guesswork and improving multi-channel campaign performance<\/li>\n\n\n\n<li>Connect insights across email, social, web, and mobile for optimized campaign timings<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-salesforce-marketing-cloud-limitations\">Salesforce Marketing Cloud limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>New users may find the learning curve steep<\/li>\n\n\n\n<li>While powerful, the cost structure can challenge smaller agencies or startups<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-salesforce-marketing-cloud-pricing\">Salesforce Marketing Cloud pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter Suite: <\/strong>$25\/month per user<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$1,500\/month per organization (billed annually)<\/li>\n\n\n\n<li><strong>Corporate: <\/strong>$3,250\/month per organization (billed annually)<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-salesforce-marketing-cloud-ratings-and-reviews\">Salesforce Marketing Cloud ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.0\/5 (4,600+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.2\/5 (523+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-what-are-real-life-users-saying-about-salesforce-marketing-cloud\">What are real-life users saying about Salesforce Marketing Cloud?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.capterra.com\/p\/248536\/Salesforce-Marketing-Cloud\/#Capterra___6473423\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a> shares:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The platform\u2019s ability to segment audiences and automate marketing workflows is pretty powerful, allowing for precise targeting and engagement across email, social media, and SMS.<\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-611660fa-61f8-4515-9c55-3dda29048c58\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcd6 Also read:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/marketing-crm-software\/\">Best CRM for Marketing Agencies<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"25-4-zoho-crm-best-for-multichannel-automation-within-an-integrated-ecosystem-\">4. Zoho CRM (Best for multichannel automation within an integrated ecosystem) <\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"517\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-6.png\" alt=\"Zoho - crm for marketing agencies\" class=\"wp-image-479978\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-6.png 900w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-6-300x172.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-6-768x441.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-6-700x402.png 700w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/Zoho.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zoho<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Zoho CRM excels at automating customer engagement across channels\u2014email, live chat, social media, and more\u2014within a tightly integrated business suite.<\/p>\n\n\n\n<p>Let\u2019s say a lead downloads an eBook from your agency\u2019s website. Zoho CRM automatically creates a new contact record, sends a personalized email via Zoho Campaigns, schedules a live chat prompt if the lead revisits the site, and logs all interactions and scores the lead based on engagement.<\/p>\n\n\n\n<p>This kind of end-to-end automation helps agencies streamline their marketing and sales workflows without jumping between tools. As part of Zoho&#8217;s broader ecosystem\u2014including Zoho Campaigns, Desk, and Projects\u2014the CRM offers native connections that simplify complex workflows at a cost that&#8217;s competitive for growing teams.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-zoho-crm-best-features\">Zoho CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Personalize your dashboard to highlight key metrics and reports<\/li>\n\n\n\n<li>Get alerts when customers take specific actions like form submissions or email opens<\/li>\n\n\n\n<li>Monitor sales progress with visual charts and graphs<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-zoho-crm-limitations\">Zoho CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A significant amount of customization is required to get started<\/li>\n\n\n\n<li>The user interface may feel less modern than newer, sleeker CRM systems<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"28-zoho-crm-pricing\">Zoho CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Standard:<\/strong> $20\/month per user<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $35\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $50\/month per user<\/li>\n\n\n\n<li><strong>Ultimate<\/strong>: $65\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-zoho-crm-ratings-and-reviews\">Zoho CRM ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.1\/5 (2,700+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.3\/5 (6,900+ reviews)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-what-are-real-life-users-saying-about-zoho-crm\">What are real-life users saying about Zoho CRM?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.capterra.com\/p\/155928\/Zoho-CRM\/#Capterra___6731395\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Zoho CRM is good as a CRM system, only when you really want to max out the possibilities, you need developers to make sure you can reach what you want on automated processes.<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"31-5-activecampaign-best-for-ai-driven-personalization-and-advanced-email-marketing-automation\">5. ActiveCampaign (Best for AI-driven personalization and advanced email marketing automation)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"880\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-755-1400x880.png\" alt=\"ActiveCampaign - crm for marketing agencies\" class=\"wp-image-479984\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-755-1400x880.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-755-300x189.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-755-768x483.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-755-1536x966.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-755-700x440.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-755.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/Activecampaign.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">ActiveCampaign<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>ActiveCampaign stands out for its ability to automatically adjust <em>when<\/em> emails are sent based on each contact\u2019s behavior. It uses AI to identify the time slots when individual users are most likely to engage.<\/p>\n\n\n\n<p>This level of timing precision helps small and mid-sized businesses improve open rates and click-throughs without relying on static drip schedules. It also reduces the guesswork in campaign execution, making each message more likely to reach its audience at the right moment.<\/p>\n\n\n\n<p>Whether you\u2019re running drip campaigns, scoring leads, or automating follow-ups, this platform ensures your messages land precisely when they should.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-activecampaign-best-features\">ActiveCampaign best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Build complex automation workflows and email campaigns using a visual drag-and-drop builder<\/li>\n\n\n\n<li>Monitor and adjust campaigns in real time with detailed analytics<\/li>\n\n\n\n<li>Send personalized SMS messages as part of automated customer journeys<\/li>\n\n\n\n<li>Manage sales opportunities and tasks with an integrated CRM pipeline<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-activecampaign-limitations\">ActiveCampaign limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Costs rise as your subscriber list grows<\/li>\n\n\n\n<li>Limited tools for managing a full sales pipeline<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-activecampaign-pricing\">ActiveCampaign pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter:<\/strong> Starting from $15\/month per user&nbsp;<\/li>\n\n\n\n<li><strong>Plus:<\/strong> Starting from $49\/month per user&nbsp;<\/li>\n\n\n\n<li><strong>Pro:<\/strong> Starting from $79\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> Starting from $145\/month per user&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-activecampaign-ratings-and-reviews\">ActiveCampaign ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.5\/5 (14,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.6\/5 (2,500+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-what-are-real-life-users-saying-about-activecampaign\">What are real-life users saying about ActiveCampaign?<\/h4>\n\n\n\n<p>&nbsp;Here\u2019s a <a href=\"https:\/\/www.capterra.com\/p\/79367\/ActiveCampaign\/#Capterra___6640691\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra user\u2019s review<\/a> of the tool:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>I used ActiveCampaign extensively for a long time and heavily relied on its advanced automations, dual taxonomy system, and versatile API. It was a powerful tool that offered great flexibility and helped manage complex workflows effectively. However, over time, the pricing became steep, and the platform felt slower and more complicated to navigate.<\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"37-6-creatio-best-for-agencies-needing-a-customizable-crm-with-strong-process-automation\">6. Creatio (Best for agencies needing a customizable CRM with strong process automation)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"560\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-7.png\" alt=\"Creatio - crm for marketing agencies\" class=\"wp-image-479987\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-7.png 996w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-7-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-7-768x432.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-7-700x394.png 700w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/Creatio.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Creatio<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>As a marketing agency, you need a CRM that keeps pace with your ideas, not one that slows you down with complex tech. That&#8217;s where Creatio comes in.&nbsp;<\/p>\n\n\n\n<p>It&#8217;s a low-code, no-code platform that lets you design and automate your agency&#8217;s unique processes and customize workflows using a drag-and-drop builder.&nbsp;<\/p>\n\n\n\n<p>Let\u2019s say you&#8217;re launching a new lead generation campaign and need a custom pipeline to qualify prospects. With Creatio, your marketing strategists can set up automated triggers to move leads from \u2018new inquiry\u2019 to \u2018qualified\u2019 as soon as certain criteria are met. This allows your team to launch multichannel marketing campaigns incredibly fast, setting up email sequences, event triggers, and client journeys without writing a single line of code. You can go from concept to live in hours, not weeks.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-creatio-best-features\">Creatio best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Consolidate customer data into a 360-degree view by aggregating interactions, purchase history, and social media engagement into a unified profile<\/li>\n\n\n\n<li>Visualize real-time analytics through customizable dashboards, enabling immediate insights into campaign performance and team productivity<\/li>\n\n\n\n<li>Segment customers dynamically using advanced criteria like engagement levels and predicted behaviors to enhance targeting<\/li>\n\n\n\n<li>Use AI analytics to understand customers and guide decisions<\/li>\n\n\n\n<li>Manage leads, segment contacts, and analyze campaign performance all from one central workspace<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-creatio-limitations\">Creatio limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customization flexibility means a longer learning curve, particularly for the initial setup<\/li>\n\n\n\n<li>Advanced features come at a premium, making it less ideal for startups<\/li>\n\n\n\n<li>Creatio has limited third-party integrations compared to competitors<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-creatio-pricing\">Creatio pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Growth:<\/strong> $25\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $55\/month per user<\/li>\n\n\n\n<li><strong>Unlimited:<\/strong> $85\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-creatio-ratings-and-reviews\">Creatio ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.7\/5 (280+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (120+ reviews)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-what-are-real-life-users-saying-about-creatio\">What are real-life users saying about Creatio?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/creatio\/reviews\/creatio-review-10978974\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a> reads:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Creatio is the most adoptable [sic] CRM I have ever seen. I find it really challenging with most CRM systems to get to know the platform as it has robust functionality; however, with Creatio it was really simple as it has No-code customization. I was using Creatio daily, and it was a great experience.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-82f963c9-dbdb-4fd5-97da-61e263c66907\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udcee ClickUp Insight: <\/strong><a href=\"https:\/\/clickup.com\/blog\/ai-usage-survey\/\">Only 7% of professionals<\/a> depend on AI primarily for task management and organization. This could be because the tools are restricted to specific apps like calendars, to-do lists, or email apps. With ClickUp, the same AI powers your email or other communication workflows, calendar, tasks, and documentation. Simply ask, \u201cWhat are my priorities today?\u201d.\u00a0<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/ai\">ClickUp Brain<\/a> will search across your workspace and tell you exactly what\u2019s on your plate based on urgency and importance. Just like that, ClickUp consolidates 5+ apps for you within a single, super app!<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp now<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"43-7-apptivo-best-for-modular-crm-with-project-management-for-small-agencies-\">7. Apptivo (Best for modular CRM with project management for small agencies) <\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"780\" height=\"599\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-8.png\" alt=\"Apptivo - crm for marketing agencies\" class=\"wp-image-479991\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-8.png 780w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-8-300x230.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-8-768x590.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-8-700x538.png 700w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/Apptivo.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Apptivo<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Apptivo stands out for its modular design that lets agencies pick and combine exactly the tools they need, such as CRM, invoicing, help desk, and project management, into one interface.<\/p>\n\n\n\n<p>For example, a creative agency can manage sales leads using the CRM app, track client deliverables in the Projects app, and generate invoices from the same platform, without needing to switch tools or integrate third-party software.<\/p>\n\n\n\n<p>This structure allows small teams to stay lean, reduce software costs, and scale gradually by adding apps only as new functions are needed. It\u2019s a flexible, all-in-one system tailored to growing operational needs.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-apptivo-best-features\">Apptivo best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assign tasks, share updates, and collaborate with your team in real time<\/li>\n\n\n\n<li>Keep customer info centralized to avoid scattered data and confusion<\/li>\n\n\n\n<li>Customize the CRM to your workflows without requiring technical expertise<\/li>\n\n\n\n<li>Automatically route leads to the right sales reps<\/li>\n\n\n\n<li>Use built-in tools for estimates, invoicing, and financial tracking<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-apptivo-limitations\">Apptivo limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>While functional, it lacks the sleek design of newer CRMs<\/li>\n\n\n\n<li>Customizations often require the help of a coder<\/li>\n\n\n\n<li>Apptivo doesn\u2019t have a free plan<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-apptivo-pricing\">Apptivo pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Lite:<\/strong> $20\/month per user<\/li>\n\n\n\n<li><strong>Premium:<\/strong> $30\/month per user<\/li>\n\n\n\n<li><strong>Ultimate:<\/strong> $50\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> Custom pricing&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"47-apptivo-ratings-and-reviews\">Apptivo ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (200+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.4\/5 (700+ reviews)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-what-are-real-life-users-saying-about-apptivo\">What are real-life users saying about Apptivo?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/apptivo\/reviews\/apptivo-review-9670551\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>We were able to customize the nomenclature and build of the individual modules to best represent our workspace and industry. There are both web and mobile-based views to allow for easy-on-the-go use the product<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"49-8-salesmate-best-for-pipeline-automation-on-the-go\">8. Salesmate (Best for pipeline automation on the go)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1304\" height=\"760\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-9.png\" alt=\"Salesmate - crm for marketing agencies\" class=\"wp-image-479994\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-9.png 1304w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-9-300x175.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-9-768x448.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-9-700x408.png 700w\" sizes=\"auto, (max-width: 1304px) 100vw, 1304px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/Salesmate.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesmate<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Salesmate streamlines deal management for small sales teams with an intuitive pipeline that tracks progress and automates follow-ups without compromising usability.&nbsp;<\/p>\n\n\n\n<p>From logging calls to scheduling reminders, the system keeps workflows moving, without distracting from active selling.<\/p>\n\n\n\n<p>The mobile app extends that simplicity to fieldwork, letting reps update deals, send emails, and access client data between meetings.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-salesmate-best-features\">Salesmate best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reduce manual data entry by automating workflows, sales sequences, and lead capture<\/li>\n\n\n\n<li>Make calls directly from the CRM with built-in calling features<\/li>\n\n\n\n<li>Track leads with a visual, drag-and-drop sales pipeline<\/li>\n\n\n\n<li>Create personalized sales sequences to automate outreach campaigns<\/li>\n\n\n\n<li>Generate insightful reports on sales performance and pipeline health<\/li>\n\n\n\n<li>Sync with tools like email, calendars, and marketing apps<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-salesmate-limitations\">Salesmate limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The mobile app functionality does not offer the full range of features available on the desktop version<\/li>\n\n\n\n<li>Doesn\u2019t provide a free plan<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"52-salesmate-pricing\">Salesmate pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Basic:<\/strong> $29\/month per user<\/li>\n\n\n\n<li><strong>Pro:<\/strong> $49\/month per user<\/li>\n\n\n\n<li><strong>Business:<\/strong> $79\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"53-salesmate-ratings-and-reviews\">Salesmate ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.6\/5 (90+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (90+ reviews)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"54-what-are-real-life-users-saying-about-salesmate\">What are real-life users saying about Salesmate?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/salesmate\/reviews\/salesmate-review-9918599\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Salesmate&#8217;s intuitive interface and robust feature set make managing our sales pipeline effortless. The automation features save us significant time, allowing us to focus more on closing deals. The integration with various other tools we use is seamless, enhancing our overall productivity.<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"55-9-pipedrive-best-for-visual-sales-pipeline-management\">9. Pipedrive (Best for visual sales pipeline management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"875\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-10-1400x875.png\" alt=\"Pipedrive - crm for marketing agencies\" class=\"wp-image-480000\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-10-1400x875.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-10-300x188.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-10-768x480.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-10-1536x960.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-10-700x438.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/unnamed-10.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/Pipedrive\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Pipedrive<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Pipedrive is built around a clear, visual sales pipeline that helps teams manage deals without getting lost in complexity. Each stage is customizable, making it easy to align the pipeline with your agency\u2019s sales process.<\/p>\n\n\n\n<p>Everything is organized in one view, from tracking progress to setting reminders for follow-ups, so your team can focus on moving deals forward rather than juggling systems.<\/p>\n\n\n\n<p>Combined with light-touch automation and helpful AI suggestions, Pipedrive reduces friction in the sales workflow. It&#8217;s especially effective for agencies that want structure without the overhead of a heavyweight CRM.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"56-pipedrive-best-features\">Pipedrive best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Visualize and manage deals with a simple drag-and-drop pipeline<\/li>\n\n\n\n<li>Customize workflows and reports to fit your agency\u2019s process<\/li>\n\n\n\n<li>Engage leads via integrated email and communication tools<\/li>\n\n\n\n<li>Automate follow-ups to keep deals moving<\/li>\n\n\n\n<li>Connect with tools like email, chat, and accounting apps<\/li>\n\n\n\n<li>Prioritize deals in one view so nothing slips through<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"57-pipedrive-limitations\">Pipedrive limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Does not offer a free-tier option<\/li>\n\n\n\n<li>Customization options are limited for businesses with complex needs or workflows<\/li>\n\n\n\n<li>Advanced analytics and AI-driven insights are only available in higher-tier subscriptions<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"58-pipedrive-pricing\">Pipedrive pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Essential:<\/strong> $19\/month per user<\/li>\n\n\n\n<li><strong>Advanced:<\/strong> $34\/month per user<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $64\/month per user<\/li>\n\n\n\n<li><strong>Power: <\/strong>$74\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $99\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"59-pipedrive-ratings-and-reviews\">Pipedrive ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.3\/5 (2,500+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (3,000+ reviews)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"60-what-are-real-life-users-saying-about-pipedrive\">What are real-life users saying about Pipedrive?<\/h4>\n\n\n\n<p>Here\u2019s a <a href=\"https:\/\/www.g2.com\/products\/pipedrive\/reviews\/pipedrive-review-11189457\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a>\u2019s opinion:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>The user interface is extremely simple and allows an &#8216;at a glance&#8217; view of your sales pipeline. You can also customise the side ribbon to remove anything that is irrelevant which provides a very clean interface when compared to other CRMs<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"61-10-freshsales-best-for-ai-driven-lead-prioritization\">10. Freshsales (Best for AI-driven lead prioritization)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"875\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-756-1400x875.png\" alt=\"Freshworks\" class=\"wp-image-480001\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-756-1400x875.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-756-300x188.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-756-768x480.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-756-1536x960.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-756-700x438.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-756.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/freshworks.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Freshworks<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Freshsales focuses on what sales teams need most: a clear view of which leads are worth pursuing. Its AI-powered lead scoring system analyzes engagement signals and historical data to surface high-potential prospects, helping reps focus their time where it counts.<\/p>\n\n\n\n<p>Instead of manually tracking interactions or guessing interest levels, users can rely on the system\u2019s predictive insights to guide follow-ups and allocate effort more effectively. The result is a more efficient sales process that minimizes wasted outreach and improves conversion rates.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"62-freshsales-best-features\">Freshsales best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the mobile app to access your CRM on the go&nbsp;<\/li>\n\n\n\n<li>Automate routine tasks like follow-ups and reminders<\/li>\n\n\n\n<li>Engage leads across multiple channels, including phone, email, chat, and SMS<\/li>\n\n\n\n<li>Monitor all client interactions\u2014emails, calls, chats\u2014in one place<\/li>\n\n\n\n<li>Use AI insights to tailor messaging and boost engagement<\/li>\n\n\n\n<li>Track sales performance with real-time reports and dashboards<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"63-freshsales-limitations\">Freshsales limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Setting up complex workflows may involve a learning curve<\/li>\n\n\n\n<li>While it connects with popular apps, it doesn\u2019t have an extensive marketplace<\/li>\n\n\n\n<li>Freshsales may not offer as much deep customization as some other CRMs<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"64-freshsales-pricing\">Freshsales pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Growth:<\/strong> $9\/month per user<\/li>\n\n\n\n<li><strong>Pro:<\/strong> $39\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $59\/month per user&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"65-freshsales-ratings-and-reviews\">Freshsales ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.5\/5 (1200+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (600+ reviews)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"66-what-are-real-life-users-saying-about-freshsales\">What are real-life users saying about Freshsales?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/freshsales\/reviews\/freshsales-review-10242211\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a> reads:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>The platform&#8217;s pipeline and contact management have improved how we manage our client relationships. Most of all, I like that Freshsales gives me the tools I need without overwhelming me with too much. As an example, another CRM I considered had over 45 apps, but there was no way I&#8217;d use them all. In some ways, I felt it would be a distraction to try to learn them, so I chose Freshsales because it gives me all I need.<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"67-don%E2%80%99t-just-manage-your-client-base-retain-and-grow-it-with-clickup\">Don\u2019t Just Manage Your Client Base. Retain and Grow It with ClickUp<\/h2>\n\n\n\n<p>Plenty of great CRMs are out there\u2014some packed with automation, others big on analytics\u2014but they all aim to make your work smoother and your client relationships stronger.&nbsp;<\/p>\n\n\n\n<p>If you&#8217;re looking for one that pulls its weight across the board, ClickUp deserves a serious look. It\u2019s your all-in-one command center for client communication, campaign tracking, and team collaboration. You can keep everything (and everyone) aligned without bouncing between a dozen tabs.&nbsp;<\/p>\n\n\n\n<p>Custom dashboards? Check. Automations? You bet. Whether you&#8217;re managing leads or launching a campaign, ClickUp keeps it all in sync. Ditch the clunky systems. <a href=\"https:\/\/clickup.com\/signup\">Try ClickUp for free<\/a> and see how a unified workspace can help your agency run smarter.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Losing leads because client details are buried in spreadsheets? Scrambling to track campaign follow-ups? A solid agency CRM software can fix that. Why? A great customer relationship management system acts as your command center\u2014automating follow-ups, streamlining workflows, and giving you a 360-degree view of client interactions. The good news? You don\u2019t have to sift through [&hellip;]<\/p>\n","protected":false},"author":117,"featured_media":74279,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-74278","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Marketing-CRM-Software-Blog-Feature.png","author_info":{"display_name":"Garima Behal","author_link":"https:\/\/clickup.com\/blog\/author\/gbehalclickup-com\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Top 10 CRM for Marketing Agencies to Boost Growth in 2026<\/title>\n<meta name=\"description\" content=\"Choose the best CRM for marketing agencies. 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