Best CRM For Marketing Agencies [UPDATED 2023]

Best CRM For Marketing Agencies [UPDATED 2023]

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    Check out the included descriptions and videos of your favorite marketing agency CRM’s.

    We Help Agencies & Marketers Thrive With Our All-In-One Sales & Marketing Platform [ FOR AGENCIES, BY AN AGENCY ] For sure


    With the support of our community, you will know the best strategies the most successful digital marketers are using to make a ton of money online so you don’t have to waste another dollar on.


    With our all-in-one marketing and sales platform, you will be able to keep your tools in one place (while saving a fortune) and streamline your entire delivery process so you can focus on keeping your clients happy.


    HighLevel will help you grow your agency by connecting you with the most successful agency owners on the planet who will be able to help you close more deals or allow you to offer more services.

    Building The Agency Engine

    All the tools you need in one platform without having to "duct-tape" multiple platforms together!


    Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!


    Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!


    Use our built in tools to collect payments, schedule appointments, and track analytics!

    Capture New Leads

    HighLevel is a Full Suite Platform for Agencies. Included in the Platform is a full featured Page Builder to capture leads.


    Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!


    Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.


    The major step for many business is to capture appointments and request appointments. We've built our own calendar application within HighLevel so you can capture the appointment all in one straightforward flow.

    Nurture Leads Into Customers

    The backbone of HighLevel is what you are able to accomplish after you capture the lead.


    Our Multi-channel follow up campaigns allow you to automate engaging follow ups and capture engaged responses from your leads.


    HighLevel allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.


    Our full featured mobile app allows you to communicate with your leads on all devices.

    Fully Automated Booking

    Automatically book leads and prospects to your calendar without lifting a finger.


    Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.


    Use our campaign builder to customize the messaging.


    HighLevel allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.

    Create Membership Areas

    Create a thriving community for your agency or for your clients by using our Membership Platform.


    Build Full Courses with unlimited video hosting and unlimited users.


    With our full Platform you can sell courses or offer courses for free, all in one product!


    HighLevel offers unlimited users, offers, and products for your courses. You can create courses for your clients or for your own agency!

    Close More Deals

    Our thriving community of the most successful and visionary digital marketers on the planet. Get all the training and resources you need to start or grow your digital agency.


    With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.


    We integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.


    Our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.

    Grow Your Agency With…

    Join thousands of other marketers to learn how they’re being successful and growing their agency with HighLevel…and how you can do the same too.


    The HighLevel Platform is everything that agencies need to manage their client's leads, websites, funnels, calendars and many other services that are needed to maintain a customer.


    Out of the box, the platform allows you to White Label the Desktop Application. Your clients will see your brand, down to the URL.


    HighLevel offers White Label Agency services such as Facebook Advertising, Google Advertising, and Social Media Posting.

    Your Own White Label Platform

    Our Agencies love providing more value to their clients. You have the ability with HighLevel to create a custom app in the App Stores*.

    *Additional Fees Apply


    Offer access to the app for an additional fee or include it with your services!


    Since we offer unlimited accounts and users, sell it at any price that makes sense for you.


    The CRM and mobile app allows you to charge more than you previously were by offering a platform access fee to your clients.

    Award-Winning Support

    We are striving to offer the best possible support to our agency customers.


    Within the platform we can one-click import from your previous marketing tools.


    We've made our platform as intuitive as possible. Reach out to our support team with our Live Chat options, Email or even Phone to assist even further.

    24/7 SUPPORT

    Our support team is 24/7 with world-wide support.

    Join The Movement

    Our thriving community of the most successful and visionary digital marketers on the planet. Get all the training and resources you need to start or grow your digital agency.


    HighLevel was built and powered by an agency focused on the traditional issues agencies face. Once success was found, it was introduced to the market to help other marketing agencies solve the same issues.


    HighLevel is committed to helping the Agency world. We've built a community driven Ideas Board where you can share vote on ideas to help lead the direction of development.


    Our Facebook Community is a network of start-up agencies all the way to the owners of the largest agencies in the world. Learn tips and ideas of what other marketing agencies are doing with HighLevel all within the community.

    Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business. Sign up for a 14-day free trial.

    Pipedrive CRM – Designed to keep you selling

    When you need to stay laser-focused on the right deals, Pipedrive is here to support you.

    How Pipedrive helps you sell 28% more

    Try our signature pipeline sales approach to sell more with less manual work

    Ridiculously easy to use

    You can get up and running with this CRM software in just a few minutes. Name your pipeline stages according to your sales process, fill it up with deals, and start drag and dropping towards “won”.

    Focus on activities

    Instead of thinking about the finish line – the sale – Pipedrive helps you focus on the actions that get you there. Schedule calls, emails and lunches, and let Pipedrive show you what to prioritize.

    See measurable results

    After one year, Pipedrive users close 28% more deals on average. Pipedrive’s easy analytics get your sales process down to a science. No more shutting your eyes and hoping for the best.

    Making sales more efficient

    When it comes to developing features for Pipedrive, our philosophy is simple – everything is built around activity-based selling. We believe that in sales (and in life) you can't control results, but you can control the actions that drive deals towards completion.

    Your Business Communications Solved.

    Chirply lets you keep in touch with all your contacts from one easy to use dashboard

    We're more than just another place to store your contacts. Chirply allows us to send and receive text and multi-media messages, make live phone calls right from your web browser, send ringless voicemail messages, setup automated out reach campaigns… and much more. Scroll down for more details.

    What does chirply do for you?You'll be Amazed to know!

    Chirply makes it simple, it has its Dynamic services, which includes, 2 way sms which also includes sms auto responders2 way phone calls with live and pre-recordded2 way Emailsclick to call WidgetsDrip campaignsRingless Voicemails with a bonus of Lead Generation.

    Venture the automation-power.

    Engage yourself with full video that will help you to explore all the features of Chirply. You'll be astonished to see how it helps your business to grow.

    We are inviolable

    There are many competitors in the market, who requires you to build your own application above them. Howerver we are your final destination, we provide a fully functional web application to use the gateway.

    Do more than automate your email — activate your entire customer experience

    ActiveCampaign gives you the email marketing, marketing automation, and CRM tools you need to create incredible customer experiences.

    Reach & Engage

    Use precise targeting to find the right prospects and grow your audience. Capture their attention with messages that match who they are.

    • Ecommerce 
    • Pages 
    • Email Marketing 
    • Email Segmentation 
    • Subscription Forms 
    • Site Tracking 
    • Deliverability 

    Nurture & Educate

    Grow your relationship with your audience by providing tailored guidance. Help them learn what's available to address their needs.

    • Marketing Automation 
    • Messaging & Text (SMS) 
    • Automation Map 
    • Automation Goals 
    • Dynamic Content 
    • Event Tracking 
    • Facebook Custom Audiences 

    Convert & Close

    As their confidence in you grows, provide individual audience members with well-timed calls to action to take the next step with you.

    • CRM & Sales Automation 
    • Contact & Lead Scoring 
    • Pipelines 
    • Win Probability 
    • Split Action 
    • Attribution 
    • Salesforce App 

    Support & Grow

    Delight each customer by knowing what they want, when they want it. Make them so happy that they buy more and tell others why they did.

    • Conversations & Chat 
    • Split Testing 
    • Predictive Sending 
    • Predictive Content 
    • Site Messages 
    • Web Personalization 

    One-on-one training, free migration, and a helping hand whenever you need it

    ActiveCampaign's Customer Success Commitment is a set of promises from us to you. Across value, service, and trust, these 17 promises (unique in the industry) guarantee that you'll always be able to get what you need, when you need it. You won't find an offer like this anywhere else.

    Send exactly what your contacts want

    Beautiful email marketing is only the beginning. Send newsletters and messages targeted to each contact’s interests. Make every campaign you send feel personal.

    Automation gives you back your time

    Make it easy to run your marketing. Set up a welcome series with email automation, segment your contacts, or use simple workflows to automate the marketing no one has time for.

    Sales automation helps you sell more

    A CRM with email and sales automation keeps all your customer data organized in one platform. Manage your pipelines, update deals, and always follow up at the perfect moment.

    Message your customers when it matters most

    Make meaningful connections with your customers. Answer questions, recommend products, offer sales, or ask for feedback at the exact moment they’re most engaged.

    It doesn’t stop at email marketing…

    We’re constantly refining our product. Adding new features. Working to help your business grow.

    Build everlasting customer relationships with the world’s favorite CRM

    Zoho CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Transform your business with the world’s favorite customer relationship management software.

    Leader – CRM Technology Value Matrix 2021

    Nucleus Research has named Zoho as a leader in the CRM Technology space, recognizing its ability to drive long term value for businesses.

    Gartner MQ – Visionary in CRM Lead Management

    Zoho CRM has been named a visionary for our robust solution, exceptional customer experience, and increased market presence.

    Keep up the sales pace with remote-ready features

    • Conduct sales meetings and presentations

      Conduct presentations and meetings from within your CRM. Organize webinars, convert attendees to leads, and get webinar reports, all within your CRM.

    • Stay ahead of the numbers

      Never lose track of sales and performance metrics, even while you are away. From dedicated mobile apps, to blended dashboards, our powerful AI tools ensure you are always ahead of the curve.

    • Collaborate with your team

      Collaborate with your team through common feeds. Share insights, answer each other's questions, and send lead or deal updates to keep everyone on the same page.

    Connect with your customers wherever they are

    • Reach customers across every channel: telephone, email, live chat, and social media
    • Get real-time notifications when customers interact with your business
    • Measure the effectiveness of your customer communication and find the best time and channel to reach out to your customers

    Save more time with automation

    • Automate every aspect of your business and cut out time-intensive, repetitive tasks
    • Streamline your lead nurturing process and make the most of every incoming lead
    • Trigger instant actions, stay on top of activities, and follow up better with workflows

    Get real-time reports and insights

    • Make smarter business decisions with powerful, real-time analytics
    • Measure and manage your organization’s territory-wide sales performance
    • Track key performance indicators, including current trends and future predictions

    Conversational AI for smarter selling

    • Find any information you need from your CRM data, instantly with the help of Zia, your AI-powered sales assistant
    • Get advanced lead and deal predictions from Zia so that you can identify the leads that are likely to convert and ultimately close more deals
    • Receive intelligent alerts, task reminders, and suggestions for the best times to contact your leads based on your past successful interactions

    Win clients for life with Copper.

    Focus on what matters most: building enduring business relationships. We’ll take care of the rest.

    We’re known for our G Suite integration.

    Use G Suite? Then you already know how to use Copper. Work out of your inbox with the CRM integration for G Suite and Chrome.

    Never drop an opportunity again.

    You’ll have perfect visibility into all the activity that goes into closing a deal across your whole team.

    The Agency CRM tool your team will actually love.

    Zero learning curve. Zero data entry. Workflows the way you want them. Copper is the fastest path to your most productive team.

    Never leave your inbox.

    Add leads, update deals, look up past interactions, create Google Calendar events, and follow up on tasks—right from your Gmail inbox.

    Make your team wildly productive.

    Copper is not just for sales teams and lead generation. Whether you’re closing deals, partners, vendors or distributors, you’re always winning throughout every stage of the sales pipeline with Copper.

    Easy Client Management and White Label Marketing Agency Services

    Since 2011 Hot Prospector has provided your All-In-One Suite of Tools, Training, Technology, and Services you need to Scale Your Agency and Help Your Clients Get More Customers With Less Work!

    Welcome To The ?Marketing Command Center That Is… Hot Prospector!

    Full Featured Contact Manager:

    Manage every single aspect of your prospects within our Contact Manager. Import and export an individual contact or do it by the thousands. Add your own custom fields to collect whatever data you need for your database. Plus quickly create your own lead forms to capture those red hot leads.

    Complete Phone System:

    Whether it be handling a rush of inbound calls or cranking out outbound sales calls, our phone system has you covered. Create a variety of voicemail and sales scripts for your team, design highly effective campaigns featuring voicemails, SMS messaging and even pre-recorded messages. Plus log every call for tracking and stats to increase conversions even higher!

    Voicemail Drop:

    Take advantage of a game changing ability to reach your prospects with "ringless voicemails." Send out an on the fly broadcast or create an entire automated follow up campaign using the power of your voice. Messages can be delivered to both mobile AND landline numbers! This ringless functionality can quickly start ringing your cash register!

    SMS Marketer:

    Imagine having all the same marketing capabilities as email, but through the immediacy of text messaging! You have exactly that with our SMS Marketer. Create campaigns (both standard and conversational), autoresponder series and track every text for maximum ROI.

    Multi-faceted Mass Emailer:

    Enjoy the flexibility of our full featured Mass Emailer. Everything you've ever needed or wanted in an email service is at your fingertips. Templates, broadcast and follow up series, logging functionality and the ability to pump out your message to the masses in bulk with no tech hiccups.

    Calendar and Reports:

    Make sure you never miss a beat when it comes to booking your appointments or rescheduling meetings. Our simple and efficient Calendar handles it all for you or your team. Track every possible piece of data with our Reports. Calls, Emails, Voicemails and Subscriptions are consistently logged and analyzed for your needs.

    Team Organization and Monitoring:

    If you are building up your sales team, you need to be able to organize them by skills and responsibilities. Establish access and categorization for individual team members on a case by case basis with ease. Plus use our Monitoring function to critique and provide empowering feedback to your team members after their sales calls.

    If ever there was an all-in-one software system to do all the heavy lifting necessary to prospect, follow up and convert on your daily marketing efforts… it's Hot Prospector!

    The "All-In-One" Sales & Marketing Platform

    The Ultimate Follow-Up Tool for anyone looking to close more deals in less time using “Smart Automation.”


    SalesPype combines your favorite marketing tools inside one easy to use platform!

    Connect Your Lead Sources

    In order for a business to be successful you need leads AND a system to convert those into clients.

    Due to our open API and direct integrations with Facebook & Zapier it’s easy to connect your lead sources directly to our platform. You can also upload a list directly to our platform.

    Lead Management & Distribution

    Once the leads hit our platform you can automatically assign them to the correct person in your organization.

    Lead Nurturing & Automation

    In order to maximize sales conversions you need to have multiple “touch points” or contacts throughout the sales cycle. Our drip campaigns automate this process and make followup a breeze!

    Fully Automated Outreach

    SalesPype allows you to connect with your leads using a variety of communication channels.

    • Email Marketing
    • Video Email
    • Text Message Marketing
    • Ringless Voicemail
    • Call Bridge

    Pre-Built, Customizable Campaigns

    We have pre-built campaigns that you can start using day 1 to engage with your prospects. Don’t waste time honing your copywriting skills…we’ve got you covered!

    Manage Conversations

    Stay Organized

    SalesPype makes it easy to communicate back and forth with your clients using email, text messaging, video email, and ringless voicemail. 

    All Your Conversations In One Place

    We’ll keep all your conversations organized in one central inbox.

    Close More Deals

    Our deals and workflow management tools will keep you organized and efficient. 

    Click & Drag Sales Pipeline

    Organize your entire sales pipeline using our click and drag sales pipeline. At a glance you’ll be able to see what stage of your funnel each prospect is in.

    All The Tools You Need

    SalesPype can easily replace several other tools you already use and pay for in your office. Our 1 system does it all.

    The Tools You Need To Grow Your Business

    We give you everything you need to launch effective marketing campaigns that make people interested in your business and happy to be your customer.

    Best-in-class customer and employee engagement

    A software suite that is intuitive and easy to use so you have a happy and engaged workforce who in turn help you build and create lasting relationships with customers for life.

    Refreshing business software that your teams will love

    All of our products are ready to go, easy to use and offer great value to any kind of business.

    Trusted by over 40,000 customers around the world

    We are among the Top 25 cloud companies to work for

    A sales CRM that offers every feature required for your sales team to achieve their quotas and grow your relationships and revenue.


    Grow your revenue & relationships

    Salesmate offers simple, personal, and productive experiences for your sales team and customers.

    Powering 4,000 sales teams across 70 countries

    Reach more prospects with a personal touch

    Convert more prospects into customers with targeted emails, texts, calls, follow-ups – all automated and personalized.

    • Bulk Emails & Texts
    • Calling & Power Dialer
    • Email Tracking
    • Email Campaigns
    • Email & Text Templates
    • Voicemail Drop

    Win deals with focus, clarity & context

    Track contacts, deals, sales activities, and conversations as it happens, freeing your team to focus on selling and crushing their quotas.

    • Visual Sales Pipeline
    • Sales Activity Tracking
    • Account Management
    • Email & Calendar Sync
    • Call Recording
    • Contact Management

    Get more productivity & revenue for every rep

    Eliminate the repetitive tasks. Build reusable sales playbooks and automated cadences that turns your rep into a revenue machine.

    • Sales Sequences
    • Lead Assignment
    • Sales Automation
    • Activity Automation

    Grow your business with insights

    Gain deeper insight into your sales pipeline and team’s performance with built-in intelligence. Coach your reps with actionable insights and feedback.

    • Report Library
    • Team Insights
    • Sales Forecasting
    • Custom Reports
    • Custom Dashboards
    • Sales Goal Tracking

    Use it with your favorite apps

    Salesmate integrates with 700+ business apps including Google Apps, Microsoft, and

    Built-in communication & collaboration tools for your entire team

    The Revenue Growth Platform

    A powerful suite of sales & marketing automation tools to boost conversions and deliver results.

    Drive more leads. Convert them to sales. Optimize your entire funnel.

    We built SharpSpring to be the most comprehensive and affordable sales and marketing automation platform on the market. Our agency partners and clients drive more leads, convert more leads to sales, and optimize their entire funnel with our all-in-one solution.

    SharpSpring gives you powerful, easy-to-use tools, so you can concentrate on what matters most – building the growth you deserve.

    Stop running campaigns,and start having conversations.

    Engage customers through their entire lifecycle… from generating the lead to closing the sale. SharpSpring makes it easy.

    Marketing Agencies love us.

    Agency Pricing Model
    Single Sign-On
    Actionable Reports
    Unlimited Support

    Businesses rely on us.

    A Fraction of the Cost
    Easiest-to-Use Interface
    Time-Saving Automation
    Built-In & 3rd-Party CRM
    Unlimited Support

    Widely Trusted Platform

    Partner with an affordable marketing automation provider that you can trust. SharpSpring provides a full-featured, powerful platform at a fraction of the cost of competitors.

    The smarter, simpler CRM.

    A simple yet powerful CRM for small businesses selling B2B.

    Spending too much time updating your CRM?

    Meet Salesflare

    Fully automated contact and company info.

    Don’t worry about storing telephone numbers, email addresses or postal addresses for every customer anymore. No more searching for LinkedIn profiles. Salesflare gathers this information from emails, email signatures, social profiles, and more. Everything automatically appears in your address book.

    Always stay on top of your opportunities.

    Get all your opportunities in one smart overview and know which one requires your attention today.

    Salesflare intelligently brings the opportunities to the surface for which action is due and shows the information you need to take that action.

    If not now, you can decide to follow up later or assign the opportunity to someone else.

    Collaborate more efficiently on customer conversations.

    Who talks to whom? What is being discussed?

    Your team members can follow the customer conversations they participate in, without having to be involved in all email communication, phone calls and meetings. Just share an account with them to start collaborating.

    Salesflare’s API can connect to every CRM, ERP and more.

    Developers love our REST API. Within a few minutes, your development team can start exchanging data with Salesflare from your CRM, ERP or other customer related systems.

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