30 Best CRMs For Marketing - Switch On Business

The table below shows a quick price comparison of all the Marketing CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Zoho CRM	$50	15 day
Freshsales	Free plan available then $11	21 day
Hubspot CRM	Free plan available	Free plan available
Pipedrive	$24	14 day
Monday.com	$15	14 day
Keap	$199	14 day
Salesmate	$29	15 day
ClickUp	Free plan available then $10	Free plan available
Copper	$29	14 day
Pipeline CRM	$29	14 day
Insightly CRM	$29	14 day
Close	$59	14 day
Constant Contact	$12	60 day
Kylas Sales CRM	Free plan available	15 day
Bixpand.com	$12.50	14 day
NetHunt CRM	$30	14 day
noCRM	$27	15 or 30 days
Ontraport	$29	14 day
EngageBay	Free plan available then $14.99	No trial available
Podio	Free plan available	Not trial available
CrmOne	Free plan available then $11.99	15 day
SharpSpring	$12	60 day
Octopus CRM	$9.99	7 day
Brevo	Free plan available then $25	30 day
Oracle NetSuite	Not stated	No trial available
Semrush	Free plan available then $108	Free plan available
Workamajig	$37	No trial available
Bonsai	$21	7 day
Funnel	Free plan available then $1100	Free plan available
Drag	Free plan available then $8	Free plan available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Zoho CRM

They offer a CRM solution that caters for marketing agencies to help them maintain their relationships and reduce administrative tasks.
It brings together your data, communications and planning processes in a single platform.
The CRM allows you to communicate in real-time and provide improved follow-up.
It provides 360 client management by keeping all your client data in one place and enabling you to share it between teams.
You can attach deals and manage associated activities through the CRM.
It can run marketing campaigns and measure the results.
It can also incorporate social media management for you and your clients.
You can utilize workflows in the CRM to automate documents including quotes and invoices.
It can also integrate with over 100 popular business apps to extend its capabilities.
Offers a 15-day free trial of their CRM.

Website: https://www.zoho.com/crm/solutions/agencies/

2. Freshsales

They offer Freshmarketer which caters for marketing professionals and agencies to help deliver marketing automation and better customer management.
The CRM delivers AI-powered marketing automation to improve efficiency.
It is designed to help you attract more customers, deliver personalized multichannel engagement and increase your revenue.
It can unify your sales, marketing and support teams with the same information and shared customer journey.
The CRM can aid with delivering consistent multichannel experiences on email, social media, SMS, WhatsApp, live chat and more.
It provides segmentation capabilities to enable you to target your audiences based on their purchases, and behavior.
Pre-build your own segments to address specific targeting needs.
You can automate workflows to run cross-channel campaigns and tasks.
They provide over 150 customizable email templates as well as chatbot templates.
Offers a free trial for 21 days but also offers a free plan for up to three users.

Website: https://www.freshworks.com/crm/marketing/

3. Hubspot CRM

Offers a specific Marketing Hub which helps generate leads and automate marketing for marketers.
Their software is AI-powered and can assist you in growing your business.
They provide campaign management which can assist you in delivering more effective campaigns as you can measure and optimize them all in one place.
They offer automation tools that can help you save time and resources so you refocus your efforts.
It includes Smart CRM which provides customer insights to enable you to refine your activities.
The CRM allows you to both engage leads and customers and record activity.
You can tailor your offers and messages to your audiences using personalization and
It incorporates forms, email marketing tools and ad software.
You can measure your marketing efforts to help optimize your campaigns and make data-backed decisions using advanced reporting tools.
Offers a free plan for up to five users.

Website: https://www.hubspot.com/products/marketing

4. Pipedrive

They offer a variety of marketing tools but also tailor their software so that it is suitable for marketing teams.
It is designed to help marketers to manage their customer interactions and data more effectively.
The CRM can assist you in streamlining your engagement and deliver more personalized messaging by email using their email builder.
It provides greater insight into your customer’s data and behavior which allows you to tailor your communications to them and what you offer them.
You can segment your audience and send more targeted messages as well as track your campaign performance.
Your processes be customized in the pipeline stages to aid your strategies and plans.
It incorporates chat widgets to address customer needs 24/7 on your website.
Automate repetitive tasks such as updating customer information and personalized emails so you can focus on sales and customers.
You can analyze the data on the sales pipeline as well as monitor goals/KPIs and check visual reports.
A 14-day free trial of the software is available to explore it further.

Website: https://www.pipedrive.com/en/industries/crm-marketing

5. Monday.com

They offer a suite of marketing tools as part of their CRM to support marketers.
It includes client campaigns for agencies which enables you to manage clients, campaigns and initiatives.
You can plan out marketing initiatives and strategies for the year.
It allows you to create, schedule and design your social media content in the CRM and it will integrate with Facebook to enable monitoring.
Events can be managed in the collaborative workspace with colleagues.
You can manage post-event activities including feedback, sales leads and opportunities.
They provide a content calendar to help you manage all your initiatives.
Campaigns can be planned visually to see what is happening over time.
You can also plan and execute product launches with your team.
A 14-day free trial of the CRM.

Website: https://monday.com/templates/category/marketing

6. Keap

Offers CRM solutions that cater for marketing businesses that can help scale your business.
It can assist you in automating repetitive tasks to allow you to focus on creative work.
They claim that it is the number one all-in-one CRM, sales and marketing automation platform.
It can help you run multi-channel marketing campaigns that can deliver personalized automated follow-up.
The CRM will assist you in managing your sales pipeline and tasks.
It offers appointment scheduling and can provide landing pages and forms.
Support is provided to help with managing quotes, invoices and payments.
The CRM can reduce your staff overheads with time-saving features to reduce your admin.
They provide easy reporting facilities to allow you to gain insights about your business and customers with real-time data on marketing and sales metrics.
Offers a 14-day free trial of their CRM software.

Website: https://keap.com/industry/agency-crm

7. Salesmate

They offer a CRM solution for marketing agencies that addresses seven of the biggest pain points for agencies.
It aids you in generating leads and nurturing them through the sales funnel.
It provides awareness of your pipeline to reduce any losses as visibility is much greater across teams.
The CRM caters for all kinds of marketing agencies and can manage a variety of specialisms including SEO, link building, PPC, affiliate marketing, social media and UI/UX.
It offers a range of tools including web forms, live chat software, chatbots, email marketing and meeting scheduler.
You can nurture leads using automation to send messages via email and SMS.
Customized pipelines can be set up for each service to allow better management.
You can synchronize your email and calendar as well as make calls using built-in calling to manage them through the CRM.
They provide reporting and dashboards that can be generated automatically such as sales team performance and activity performance, and you can build custom dashboards to monitor the data you want to see the most.
Offers a 15-day free trial of the CRM.

Website: https://www.salesmate.io/crm-for-marketing-agencies/

8. ClickUp

They offer a CRM that is capable of supporting marketing teams in working smarter and maintaining their customer relationships.
They offer powerful CRM functionality that enables teams to collaborate on accounts and visualize their pipelines.
It provides customizable views so that you view information from different perspectives including utilizing the calendar view or workload views to see your team’s workload.
They provide automation to enable smoother workflows and streamline onboarding, managing contacts and sending project updates.
They provide email marketing tools to make client and lead communications easier and traceable.
Provides scalable hierarchy for superior account management.
It provides document storage to provide all the team access easily to documents.
You can access the performance dashboards which include over 50 widgets to enable you to visualize your data.
It can integrate with over 1,000 platforms to extend its uses.
They offer a free plan for personal use.

Website: https://clickup.com/blog/marketing-crm-software/

9. Copper

They offer a CRM that is designed to assist big and small creative agencies.
It has been created for Google Workspace to enable integration with Gmail, Google Calendar and Google Drive.
The CRM can automatically capture and connect everything, so nothing gets missed.
They provide an activity feed which provides visibility of your team’s activities for better account management.
It can increase your response times to prospects and clients through automated communications.
Provides an increase in team collaboration through shared data and tools.
It allows you to create simple workflows to automate admin tasks and trigger notifications to take action.
You can build pipeline views to create visibility into your sales activities.
Provides more accurate reporting facilities to aid marketing strategies and decision-making.
A 14-day free trial is available of the CRM as well as a demo.

Website: https://www.copper.com/industries/agency-crm

10. Pipeline

They offer an agency CRM which is designed for media and advertising professionals.
It provides a single source of truth for all teams to manage client communications and keep your team on track.
The CRM enables you to manage communications, handle updates, manage events, and store documents.
It puts the customer at the heart of your business with valuable customer and market information.
They provide powerful sales and CRM tools which enable you to engage clients and ensure that your teams are collaborating on their efforts.
It can help you to maintain one-on-one attention for your clients and leads to maintain their engagement.
The CRM can support you in managing your projects on time with accurate data, time and team management.
They provide customizable contact management to capture data about prospects and then use the data to run drip email campaigns and nurture the leads.
Access your sales pipeline to track progress and produce sales forecasts.
Request a demo to see how the CRM works or take advantage of the 14-day free trial.

Website: https://pipelinecrm.com/industries/agencies-crm/

11. Insightly

They offer a CRM that is suitable for marketing teams that support the whole sales process.
It allows you to share client notes and conversations with other staff and teams.
The CRM can assist you in tracking opportunities, seeing which lead sources are working best and informing future marketing campaigns.
Workflow automation can be set up for alerts and notifications for support.
It can assist with managing projects and monitoring deliverables.
You can create email campaigns and manage messages to clients and prospects.
Integrations with email platforms and marketing automation tools are available.
You can set up specific reports which can be automatically generated and sent out.
It can be accessed through a desktop and mobile to enable remote access from anywhere.
A 14-day free trial is available and they offer a demo of the software to enable you to sample the CRM.

Website: https://www.insightly.com/crm-for-marketers/

12. Close

They offer a cutting-edge marketing and sales CRM to assist marketing agencies and professionals.
It provides powerful tools that allow you to automate your email and SMS campaigns.
They provide a complete view of the entire customer journey enabling you to have oversight and management of all stages.
They provide email marketing tools that enable you to send and track emails including email automation, bulk emails and workflow automation.
They enable you to segment your audience to allow you to better target your campaigns and messages.
Social media and SMS integrations are available to allow you to manage more interactions with customers.
You can work with your clients on the platform so that you can use it together.
A mobile app is available on iOS and Android to provide flexibility of access to the CRM.
They provide 24/7 customer support 365 days a year for you and your customers.
Offers a 14-day free trial of the CRM.

Website: https://www.close.com/blog/crms-marketing-agencies

13. Constant Contact

Offers a CRM that is suitable for agencies and freelancers managing digital marketing.
It can manage your clients, campaigns and data in a single platform.
The CRM can simplify your client management making it easier to support your clients and grow your business.
It can support you with delivering integrated marketing strategies and monitoring their performance.
They provide a contact management system to help you manage your contacts more effectively.
They offer a powerful campaign editor to deliver campaigns to clients.
The partner portal allows you to manage and oversee all clients, templates and data.
They provide personalized onboarding and dedicated assistance.
Offers a program for promoting their software to your clients.
Offers a 60-day free trial of the software.

Website: https://www.constantcontact.com/partners/agency

14. Kylas

They offer a CRM that is designed to support digital marketing agencies.
It allows you to manage your teams, external vendors and all client communications.
The CRM will help you in acquiring new clients, planning campaigns and managing your operations.
It will assist you in managing all of your leads effectively and automate your process workflows.
It can help you with streamlining your operations so that you can focus on more important activities.
You can store all information about prospects and clients in one place including documents.
They also provide audience segmentation to allow better targeting to enable upselling and cross-selling.
It provides analytics and reporting facilities to give insights about the business and its clients.
They offer a free plan for up to 1,000 records or paid plans if you have more records.
You can find out more about their software by scheduling a demo or you can take advantage of a free trial for 15 days.

Website: https://kylas.io/en/industry/digital-marketing-crm

15. Bixpand

Offers a CRM that is designed to support marketers in managing their activities in a unified interface.
It can store all your customer data, information and statistics in a single place.
The CRM provides lead and account management facilities that are easy to use.
It can track all calls, tasks, emails, deals and notes so you have information about your clients at hand.
You can easily import lead lists and tag and segment your records for better targeting.
They provide custom views and advanced filters to make the CRM easier to use.
They provide lifecycle management to help you manage the outcomes.
You can track all the channels and sources of your leads to find out what is working.
They also offer email and phone verification to assist with the accuracy of your data.
You can book a demo or access a 14-day free trial of the software.

Website: https://bixpand.ai/crm.html

16. NetHunt

Offers a CRM that caters for digital marketing agencies and can help them to grow and build stronger customer relationships.
They offer powerful software tools that support both sales and account management processes.
You can collect leads from a range of channels and store them in a centralized CRM where you segment and manage them effectively.
Data can be stored for contacts and projects including emails, chats, call recordings, files, documents, notes and comments.
Sales processes can be automated to help you distribute leads and send timely follow-ups, quotes and invoices automatically.
Account management processes can be automated including project deadline reminders, client onboarding and celebrating client milestones.
You can send personalized email campaigns that are segmented and targeted to build loyalty and engagement.
Performance can be tracked on campaigns to discover what is working.
The CRM can be integrated with some of the most effective tools or third-party integrations.
Offers a 14-day free trial of the CRM.

Website: https://nethunt.com/crm-for-agencies

17. noCRM

They offer a CRM that is tailored for marketing agencies that are designed to help elevate sales strategies.
It can assist you in streamlining your sales processes, increase close rates and grow your agency.
It is an intuitive and easy-to-use CRM solution with simplified onboarding.
The CRM helps you to capture your leads and qualify them, then enhance your lead conversions.
You can improve your client retention through the CRM through timely and effective follow-ups.
It enables your teams to be connected and work more collaboratively.
They provide seamless email integration management to help you manage your leads and communications effectively.
You can access the CRM on the go to stay connected anywhere.
They provide real-time analytics and reports that can assist your agency in growing.
They offer a free trial of their software for either 15 or 30 days depending on the plan you are interested in.

Website: https://www.nocrm.io/use-cases/marketing-agency-crm

18. Ontraport

Offers advanced marketing and CRM software to assist marketing agencies in growing their business.
Their systems are custom-built and can deliver highly personalized marketing campaigns.
It provides full lifecycle automation with deep customer data to allow you to build stronger client relationships.
They provide unlimited customization to aid you in getting the most out of the CRM.
You can build funnel strategies using the flexible automation builder.
It can incorporate all communication methods including email, SMS and forms to manage cross-channel campaigns.
The CRM enables you to leverage the leads and customer data you have collected automatically with targeted and personalized marketing.
Monitor marketing campaigns and view results in real time to see what is working to adjust your plans.
Offers deep integrations with Google and Facebook to provide insight into your funnels.
A 14-day free trial is available and they offer a platform tour to demonstrate its capabilities.

Website: https://ontraport.com/vertical/agencies-consultants

19. EngageBay

They offer a CRM that can manage all your marketing, sales and support teams.
It offers a single solution for all your activities including identifying opportunities, converting visitors and communicating with customers.
The CRM can store unlimited contacts and help you track all of your customer interactions.
They offer marketing automation that can save time on processes and send targeted and personalized messages.
You can also incorporate live chat software and helpdesk software.
The CRM offers workflow automation to reduce admin tasks and save time.
You can maintain and organize all your contacts which includes segmentation, contact scoring and tag management.
It also includes automatic follow-up, pipeline monitoring, calendars and appointment scheduling, task management, managing funnels, synchronizing emails and integrating with calls.
Provides powerful sales reporting that can assist you in making business decisions.
They offer a free plan for up to 250 contacts or 15 users.

Website: https://www.engagebay.com/

20. Podio

Offers a CRM for marketing agencies which creates unified accounts and project management.
It enables staff and teams to collaborate more effectively on client projects and accounts through a single platform.
You can create workflows that go from sale through to project completion to allow you to share project deliverables and track progress.
It can organize your projects and files so they are accessible to all the teams and make deadlines and responsibilities clear to all.
Workflows can be automated easily to save time and make sure tasks are not forgotten.
You can track workflows and remove some of the admin burden so the team can focus on being creative.
It can also integrate with all major file storage tools to manage your documents.
Provides real-time reports so that you can track progress and manage progress towards milestones.
Accessible through a desktop and mobile to enable you to view information from anywhere.
Offers a free plan for up to five users.

Website: https://podio.com/site/use-cases/agency

21. CrmOne

They offer a CRM which caters for a variety of small businesses including marketing agencies.
Their CRM provides a single platform to integrate your data, customers and teams.
It can help streamline your business operations by integrating customer service, sales, marketing and content management.
They offer seamless integrations and resources to assist business growth.
You can manage all your customer interactions from all your channels in a single platform which includes email, social media, calls, chat and more.
Manage your lead management with advanced filtering and assigning them to preferred representatives.
You can monitor your lead progression through the sales funnel to see what is happening with them easily.
Workflows can be streamlined to allow you to reduce time spent on tasks and increase team efficiency.
You can gain valuable insights and identify trends by producing analytic reports which can aid decision-making.
Schedule a free demo of the software or try the free plan which allows up to three users.

Website: https://www.crmone.com/

22. SharpSpring

They offer marketing and sales automation and CRM that caters for agencies and SMBs to help them grow.
It enables you to manage your entire sales funnel in a single platform throughout the entire customer lifecycle.
Marketing automation allows you to reach and engage your audience more effectively.
The sales automation will equip your sales teams so that they can close faster.
The CRM allows you to capture all your opportunities and convert more prospects.
It incorporates behavioral data and a rules engine to help you engage customers more effectively.
You can design tailored campaigns that are personalized to your customers.
The CRM enables you to track sales opportunities and activities.
Access analytics to gain insights to inform your marketing and sales initiatives.
Book a demo of the software or take advantage of the 60-day free trial.

Website: https://sharpspring.com/

23. Octopus CRM

They offer a CRM which caters for marketing agencies with LinkedIn automation.
It caters for businesses that want to increase their LinkedIn prospecting efforts to grow their business.
They provide advanced LinkedIn automation software that is combined with their CRM.
It can send automated and personalized connection requests on LinkedIn which bypass the weekly limits set on LinkedIn.
You can create a personalized lead generation funnel for LinkedIn which can enable you to send follow-up messages and endorse the skills of your connections.
All your prospects can be saved and monitored on your personal dashboard.
You can upload your own list of LinkedIn profiles to manage actions on.
Access a range of metrics to monitor your performance including profile views and search appearances.
It can be integrated with other apps to expand its capabilities.
Offers a 7-day free trial of the software.

Website: https://octopuscrm.io/blog/octopus-crm-for-marketing-agency/

24. Brevo

Offers email marketing and CRM suite which caters for a range of small businesses including agencies.
They offer a free plan with unlimited contacts with basic features and a maximum of 300 emails per day.
Their all-in-one platform enables you to manage all your customer relationships across channels including email, SMS, chat and more.
It offers marketing automation which can aid channel management and increase conversions.
You can run campaigns on email, SMS and WhatsApp with targeted messaging.
Through the sales platform, you can manage your pipeline across the entire sales cycle including tracking.
With the conversations platform, you can manage your calls and chats.
Utilise AI to increase your efficiency by crafting messages faster and better.
Access advanced analytics with real-time data to better understand your audience and find areas for improvement.
Offers a 30-day free trial of the software.

Website: https://www.brevo.com/

25. Oracle NetSuite

They offer a CRM that is designed for advertising and digital marketing agencies.
It can streamline your workflows and provide valuable insight into your clients and projects.
The CRM assists your staff and teams in collaborating better and allows you to manage staffing and see shortfalls.
You can use the CRM to manage your traffic and resources better to identify the right skills.
It can assist with project management by providing workflows that can be monitored and enable you to optimize your portfolio.
Campaigns can managed collaboratively using workflows and performance can be monitored.
It can assist you with improving your billing and invoicing accuracy.
The CRM can use your business development activities to aid with more accurately predicting wins.
You can gain real-time insight through dashboards and KPIs to help you make data-driven decisions.
Provides a free tour of their software so you can see it for yourself.

Website: https://www.netsuite.com/portal/industries/advertising.shtml

26. Semrush CRM

Offers a CRM that is designed to assist marketing agencies.
The CRM allows you to track and manage current and potential customers.
It provides the opportunity to efficiently collaborate with your clients.
All your client data can be securely organized in a single place.
You can streamline your client management routines to improve efficiencies.
They offer marketing tools which include trackers, advertising platforms, tag managers and retargeting tools.
It provides task management and enables you to prioritize your team’s work.
You can connect projects and reports to your clients for better monitoring.
They provide a range of monitoring including SEO, SMM and other metrics.
A free plan is available with limited functionality.

Website: https://www.semrush.com/crm/

27. Workamajig

They offer CRM and sales software that is specifically designed for creative agencies and teams.
It allows you to track all your opportunities through every stage of the journey.
They provide specialized sales funnel software for advertising agencies that provide visibility of the full pipeline.
You can set goals and track the performance of the team through the CRM.
It offers an estimates function to send them from your project templates or create unique estimates.
The CRM stores all communications in a single place and you can send automatic notifications.
You can manage projects including getting approval, creating projects and supporting project managers.
It can also integrate with your email and calendar.
They provide dashboards and customizable reports that able you to make smart decisions using accurate data.
They offer a demo of the software to enable you to see more about the CRM.

Website: https://www.workamajig.com/lp/crm-sales-software

28. Bonsai

Offers a CRM that allows agencies to run projects effectively.
It provides the capabilities to manage teams, and track budgets and hours.
It aims to help agencies in delivering client work profitability.
You can keep your projects on track through tools such as assigning tasks and monitoring progress using Kanban view.
It can provide you with timesheets to monitor the hours spent on projects.
The CRM assist with managing your team effectively with collaboration tools that allow you to work on projects together and assign roles.
You can see all your team’s workloads so you can plan more effectively.
Budgets can be created and managed based on fixed, hourly and mixed rates.
You can track your budgets and profitability effectively using the reports built into the CRM including utilization rate, billable and non-billable hours.
Offers a 7-day introductory trial of the software.

Website: https://www.hellobonsai.com/discover/agency

29. Funnel

They offer a CRM solution designed for agencies that is robust and scalable.
Their solution provides an automated and reliable solution to manage clients and campaigns.
It can help you to unlock the potential of the data you hold on your customers and prospects.
Their marketing data hub was built by marketers for marketers, so it focuses on what you need from a CRM.
It enables you to access reliable and accurate data anytime across your teams.
The CRM can aid you in delivering smoother relationships at greater value whilst you work smarter.
You can utilize the CRM to manage and monitor your targets, budgets and spending in one place.
You can create reports to allow you to track performance and benchmark client data.
Offers a free plan for up to five users and you can also book a demo of the CRM.
They also offer a co-selling and co-marketing program with a referral program.

Website: https://funnel.io/agencies

30. Drag

Offers a CRM that is designed to support marketing agencies in delivering better services for their clients.
It helps you to focus on your results whilst managing your client conversations throughout the customer journey.
Their CRM specializes in Google Workspace allowing you to incorporate your Gmail.
It helps create transparency as the information is shared between teams and everyone knows who is working on what.
Offers the ability to collaborate with clients or contractors if you want to through the CRM.
It enables you to store everything in one place including email, files, notes and to-do lists.
You can automate repetitive tasks to reduce workload and save time.
It is fast to set up and secure to use.
They provide metrics that monitor pipeline activity and team performance.
Offers a free plan for up to three users and a demo of the software.

Website: https://www.dragapp.com/professional-services/