If there’s a word to describe the vibe of marketing agencies, we bet many would pick chaotic. You’re juggling multiple projects and often racing against the clock to complete your tasks. The constant switching between apps to handle campaigns, clients, and leads pulls you in different directions at once.
What if we told you that you could use a single platform to nurture customer relations, manage data, generate reports, and plan workflows? It’s all possible with marketing CRM software tools. They are packed with features for centralizing customer management and making data-driven decisions to run campaigns and generate leads.
In this article, we’ll explore the top 10 CRM for marketing agencies. Dive into their features and find the one that ticks all the boxes on your criteria list! ✅
10 Best Marketing CRM Software for Marketing Agencies
Summarize this article for me pleaseWhat Should You Look for in Marketing CRM Software?
With many customer relationship management tools on the market, it’s normal to feel confused about which one to choose. However, every marketing CRM software worth its salt should offer the following:
- Task and project management features: It should let you assign and track tasks to streamline cross-functional marketing campaigns and align with deadlines
- Data centralization: It should allow you to store, access, and manage all customer information in one place
- Contact management tools: The software has options for tracking every customer interaction and maintaining clean records
- Marketing analysis and reporting: It should let you analyze customer relations and campaigns and reveal trends to help tailor future plans
- Marketing automation and AI options: The right marketing tool should leverage the power of AI to help you generate content, interact with leads, and save time
- Collaboration features: It should offer options like comment threads and real-time editing to ensure everyone does their part and is in the loop about the most recent changes
- Templates: It should offer useful marketing and CRM templates to save you time on certain processes
- Versatility: The software should work seamlessly on Mac and Windows devices, as well as mobile phones and tablets
Summarize this article for me pleaseThe 10 Best Marketing CRM Software to Use in 2024
We’ve analyzed dozens of CRM tools for marketing agencies and selected the 10 most capable options to help marketing teams work smarter and maintain top-notch customer relations. 🤝
1. ClickUp
ClickUp is a popular task, project, and marketing management platform with powerful CRM functionality to manage your accounts, visualize pipelines, and collaborate with your team in one place.
The platform’s 15+ customizable views allow you to see your CRM processes from every perspective. Use the List view to group, sort, and filter your accounts, take advantage of the Calendar view to tailor plans according to deadlines, or opt for the Workload view to check what your team has on their plate. 🍽️
ClickUp’s performance Dashboards with 50+ widgets let you visualize customer data. Use Docs to keep all documentation in one place. You can link marketing documents to appropriate tasks and share them with the sales teams for visibility!
Manage your accounts with ClickUp’s unique Hierarchy of Spaces, Folders, and Lists, add your Guests to the platform, and control permissions with only a few clicks.
With ClickUp Automations and Forms, you can save time by interacting with leads and capturing client data in the blink of an eye. To make the workflow smoother, integrate your email with ClickUp and create a unified environment for onboarding clients, sending project updates, and managing contacts.
The platform integrates with 1,000+ platforms and offers a packed ClickUp CRM template to streamline your lead pipelines and drive more conversions.
ClickUp best features
- Marketing automation tools for sales and marketing teams to speed up their workflows
- Comprehensive Dashboards with 50+ cards to build and track marketing strategies from anywhere
- 15+ views to manage customer relationships and personal tasks from any angle
- Email marketing tools to help with stakeholder reviews and publishing
- Easy-to-use Automations and Forms to streamline requests and inquiries
- Scalable Hierarchy for superior account management
ClickUp limitations
- The extensive range of features can be overwhelming
- Some users would like more Automations on lower-priced plans
ClickUp pricing
- Free forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp AI: Available on all paid plans for $5/Workspace member/month
ClickUp ratings and reviews
- G2: 4.7/5 (8,300+ reviews)
- Capterra: 4.7/5 (3,700+ reviews)
2. Insightly
Want a platform that combines CRM, marketing, project management, and sales features? Insightly might just be what you’re looking for! 👁️
This platform is all about customizability. You can mold it to your unique needs and create personalized space for your agency and clients.
You’ll appreciate the convenient customer email management feature, which you can use to track and oversee every customer interaction and maintain proactive communication.
With top-notch sales pipeline and lead management options, you can easily capture relevant info, prioritize, and close deals. Insightly even lets you add detailed records of your services and have price quotes and relevant info ready whenever a potential customer asks for them.
Insightly offers customizable dashboards for overseeing key metrics and making informed decisions for the future.
The platform can boost your team’s productivity and help you organize your CRM workflows with task automations that reduce repetitive work and the risk of human error.
Insightly best features
- Combines CRM, marketing, PM, and sales capabilities
- Robust sales pipeline and lead management options
- Intuitive dashboards
- Task automations
Insightly limitations
- Can be expensive for smaller agencies compared to other marketing customer relationship management software
- Automations can change after software updates
Insightly pricing
- Plus: $29/month per user
- Professional: $49/month per user
- Enterprise: $99/month per user
*All listed prices refer to the yearly billing model
Insightly ratings and reviews
- G2: 4.2/5 (850+ reviews)
- Capterra: 4/5 (600+ reviews)
3. Podio
Although Podio isn’t a CRM tool per se, it’s more than capable of helping you manage existing and potential customers.
With Podio, you can create a unique record of customers and leads and edit it in real time. The platform offers web forms that make capturing information a breeze. Since spotless record-keeping is crucial for marketing agencies, you’ll be happy to know that Podio lets you add comments and attach files to your entries to make them more detailed.
Assign tasks to organize your team, ensure everyone is aware of their responsibilities, and track progress to keep your agency on the right course.
Thanks to Podio’s multiple views, you can observe your records from different perspectives. Use the simple List view to get a comprehensive overview of your clients, or switch to the Kanban board view to track and manage their statuses.
Podio integrates with numerous platforms, including Google Drive, Google Calendar, and FreshBooks, which helps you share files, organize your schedule, and create invoices.
Podio best features
- Built-in web forms for capturing client info
- Easy task assignment and management
- Multiple views
- Numerous integrations with popular tools
Podio limitations
- The mobile app doesn’t offer all functionalities
- Some users mentioned slower response times
Podio pricing
- Free: $0/month per user
- Plus: $11.20/month per user
- Premium: $19.20/month per user
*All listed prices refer to the yearly billing model
Podio ratings and reviews
- G2: 4.2/5 (450+ reviews)
- Capterra: 4.3/5 (300+ reviews)
4. Keap
Track customer relations and invoice your clients with this exceptional marketing tool for small businesses.
One of the features you’ll love is automated lead capture. Keap collects and organizes lead information through custom forms, social media, and landing pages. Prompt follow-ups are crucial for converting leads, and Keap reaches out to potential clients automatically based on their actions and activities.
Keap’s native invoicing features and payment processors let you create invoices directly from the CRM tool and get paid faster. 💸
Connect Keap with Zapier and enjoy a whopping 5,000+ integrations! If you use apps not supported by Zapier, leverage Keap’s open API to create custom integrations.
Keap best features
- Automated lead capture with practical filtering options
- Seamless transition from other platforms
- Excellent invoicing and payment options
- Strong integration capabilities through Zapier or open API
Keap limitations
- Has a steeper learning curve
- Customer support could be better
Keap pricing
- Pro: Starts at $159/month (1,500 contacts and two users, additional users: $29/month)
- Max: Starts at $229/month (2,500 contacts and three users, additional users: $29/month)
*All listed prices refer to the yearly billing model
Keap ratings and reviews
- G2: 4.2/5 (1,400+ reviews)
- Capterra: 4.1/5 (1,200+ reviews)
Bonus: Check out our list of the top alternatives to Keap
5. Drag
Don’t drag your feet to find an excellent CRM solution for your agency! 🦶
Meet Drag, a slick tool that relies on the enduring popularity of email as a communication channel for businesses. It lets you turn your Gmail account into a powerful CRM machine! ✉️
Drag boards are the platform’s central feature. Link your shared inboxes and Google Groups with a board to easily sort leads and inquiries. You can also add your team members to the board to keep them in the loop.
Enrich every customer conversation with details to streamline collaboration and eliminate the need to jump between different apps. Attach files, assign tasks to specific staff members, and leave notes.
Drag lets you automatically assign emails to your staff based on criteria like keywords and sender to ensure everyone is on top of their responsibilities.
Take collaboration to the next level by replying to emails on behalf of a colleague and joining forces to write persuasive email drafts together.
Thanks to automated follow-ups and email templates, you can ensure no lead slips through the cracks and all queries get timely responses!
Drag best features
- Transforms Gmail into a CRM platform
- Automatic email assignment
- Automated follow-ups
- Comprehensive email templates
Drag limitations
- Exploring the platform’s functionalities can take time
- Updates can affect visibility settings
Drag pricing
- Free: $0/month per user
- Starter: $8/month per user
- Plus: $12/month per user
- Pro: $16/month per user
*All listed prices refer to the yearly billing model
Drag ratings and reviews
- G2: 4.5/5 (200+ reviews)
- Capterra: 4.4/5 (100+ reviews)
6. Salesmate
What do you get when you equip a CRM tool with powerful automation capabilities? You get Salesmate, a robust platform to drive your team forward with streamlined marketing workflows! 🔝
Let’s start with the platform’s prospect and lead management options. Salesmate lets you write emails and texts in bulk and craft targeted email campaigns and personalized follow-ups to convert prospects into customers.
The tool allows you to visualize your sales pipeline, track every conversation with potential and existing clients, record calls, and sync your email and calendar. Salesmate captures client conversation data in real time and makes updates automatically. You and your team can focus on other valuable tasks, knowing that all correspondence is being neatly documented!
Salesmate’s most prominent feature is Automations. Use it to get insights into your pipeline’s health, capture leads, check team performance, and easily create personalized client experiences. As Salesmate is a journey-based tool, you can quickly build automations by dragging and dropping the desired elements (triggers, conditions, and actions) to the platform’s canvas.
Salesmate best features
- Robust automations
- Excellent prospect and lead management options
- Intuitive drag-and-drop design
- 700+ integrations
Salesmate limitations
- No option to schedule on/off hours for calls
- Limited customer support
Salesmate pricing
- Starter: $12/month per user
- Growth: $24/month per user
- Boost: $40/month per user
- Enterprise: Contact for pricing
*All listed prices refer to the yearly billing model
Salesmate ratings and reviews
- G2: 4.6/5 (60+ reviews)
- Capterra: 4.7/5 (70+ reviews)
7. Pipedrive
If you’re looking for a sales-oriented CRM tool, take Pipedrive for a drive! 🚗
The platform allows you to visualize every stage of your sales pipeline. You can add info about deals and monitor their progress. Customize each stage to match your agency’s processes and reap the benefits of the drag-and-drop design and color-coding options to ensure no deal gets left behind.
Another feature you’ll appreciate is automations. It lets you streamline every part of your processes, from email marketing to follow-ups with clients.
With visual dashboards and customizable reports, Pipedrive enables you to spot bottlenecks, track KPIs, set goals, and track their realization.
Pipedrive integrates with 700+ apps, including first-class marketing and CRM tools like Zapier, HubSpot, and LinkPort. The platform also lets you build your own app in only a few steps.
Pipedrive best features
- Combines sales and CRM functionalities
- Easy-to-use automations
- Detailed dashboards and reporting options
- 700+ integrations
Pipedrive limitations
- Can’t use dates as automation triggers
- Lack of advanced customization options
Pipedrive pricing
- Essential: $9.90/month per user
- Advanced: $19.90/month per user
- Professional: $39.90/month per user
- Power: $49.90/month per user
- Enterprise: $59.90/month per user
*All listed prices refer to the yearly billing model
Pipedrive ratings and reviews
- G2: 4.2/5 (1,600+ reviews)
- Capterra: 4.5/5 (2,800+ reviews)
8. Freshsales
Get a fresh perspective on sales and CRM with Freshsales! 🔭
This platform empowers you to provide a first-class experience for your existing and potential clients powered by its variety of available views. Use the Activity Timeline view to track client engagement over time, or take advantage of the Kanban board view to sort contacts based on their position in the pipeline, such as contacted, interested, not interested, etc.
Freshsales offers impressive lead management options, which allow you to create multiple pipelines to track deal progress and assign a probability score for each stage.
The platform’s AI-powered assistant, Freddy, can help you prioritize prospects, predict deal closures, monitor team KPIs, and generate detailed project reports.
Freshsales integrates with dozens of platforms like Mailchimp and HubSpot. You also enjoy API access to connect to third-party apps.
Freshsales best features
- Multiple views
- Robust lead management options
- AI-powered assistant Freddy
- Integrations with popular apps
Freshsales limitations
- Slower customer support responses
- The price may seem relatively higher in the CRM space
Freshsales pricing
- Free: $0/month per user
- Growth: $15/month per user
- Pro: $39/month per user
- Enterprise: $69/month per user
*All listed prices refer to the yearly billing model
Freshsales ratings and reviews
- G2: 4.5/5 (1,000+ reviews)
- Capterra: 4.5/5 (500+ reviews)
9. Copper
If your agency lives within the Google ecosystem, Copper could be just the right CRM solution for you!
Its main appeal lies in its power to integrate seamlessly with Google Workspace. Sync Copper with Google Docs to maintain unified records of your contacts, collect info from leads and prospects with Google Forms, and keep your files safe and readily available on Google Drive.
With Copper, you can always stay on top of your leads thanks to automated follow-ups. Generate email templates, set reminders, and ensure missed deals are left in the past. Use custom fields to keep track of specific details about your contacts.
Delivering exceptional customer service is possible thanks to Copper’s alerts and notifications—you’ll get a ping every time your leads or contacts need you.
Keep an eye on everything going on in your agency with the platform’s real-time Activity Feed.
Copper best features
- Custom alerts and notifications
- Automated follow-ups
- Integrates seamlessly with Google Workspace
- Real-time Activity Feed
Copper limitations
- Automation rules can’t be duplicated
- More reporting options would be a nice addition
Copper pricing
- Basic: $23/month per user
- Professional: $59/month per user
- Business: $99/month per user
*All listed prices refer to the yearly billing model
Copper ratings and reviews
- G2: 4.5/5 (1,000+ reviews)
- Capterra: 4.4/5 (500+ reviews)
10. Monday sales CRM
Monday is an efficient CRM solution combined with project management to optimize your processes!
Part of a broader Monday software suite, Monday sales CRM is designed to import account, lead, and contact data from Excel or through an API, while maintaining impeccable organization. Don’t worry about painstakingly reviewing imports—the platform efficiently spots duplicate data, notifies you about it, and merges it.
To facilitate customer communication, Monday sales CRM offers features like email templates, mass emails, and email sync and tracking. Use them to stay in the loop regarding every interaction and save time.
Leverage Monday’s no-code automation feature to handle repetitive tasks, which will free up your time for value-building activities.
Monday sales CRM best features
- Easy data import
- No-code automations
- Exceptional communication features
- Comprehensive performance tracking
Monday sales CRM limitations
- Lack of reporting options
- The platform can be buggy
Monday sales CRM pricing
- Basic: $10/month per user
- Standard: $14/month per user
- Pro: $24/month per user
- Enterprise: Contact for pricing
Monday sales CRM ratings and reviews
- G2: 4.6/5 (600+ reviews)
- Capterra: 4.7/5 (372 reviews)
Summarize this article for me pleaseUnleash the Power of Marketing CRM Software
If your marketing agency is a flower, the right CRM software is the nurturing soil that helps it bloom. 🌸
The marketing CRM solutions we’ve covered are all spectacular and let you streamline many aspects of client relations. If you’re on the lookout for an all-in-one software that combines CRM, marketing, sales, project, and task management in one neat package, give ClickUp a try today—free forever!
Everything you need to stay organized and get work done.
