Best CRM for Web Agency
This directory reviews top CRM options tailored for agencies, evaluating ease-of-use, scalability, and integrations. It highlights BIGContacts as a leading all-in-one agency CRM alongside Zoho, Salesmate, Apptivo, Copper CRM, Podio, Insightly, Spiro, and Sage CRM, detailing core strengths, pricing, pros, and cons to help agencies compare features such as project management, time tracking, client communication, and marketing automation.
Ideal Customer Profile
Small- to mid-sized marketing, creative, and digital agencies seeking centralized client data, project tracking, team collaboration, and scalable automation.
Common Pain Points
- •Managing client communication across channels and teams
- •Keeping projects and deadlines on track
- •Avoiding data silos while collaborating across departments
- •Capturing, nurturing, and converting leads efficiently
- •Integrating multiple tools while maintaining data flow and consistency
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Contact Management & Email Marketing for Startups & Small-Medium Businesses
⚡ Key Features
- Contact segmentation to group contacts into lists and send targeted bulk emails
- Custom web forms that capture leads and store all field data directly in the CRM
- 360° view of all contacts, including emails, transactions, files, and activities
- Advanced email marketing features to nurture leads and manage communications
Pros
- ✓User-friendly interface for contact management
- ✓Advanced email marketing and automation
- ✓Integrations with Zapier and QuickBooks
Cons
- ✗No downloadable or on-premise version
- ✗No dedicated account manager for the free plan
"I found BIGContacts to be a suitable CRM tool for managing contacts and streamlining email marketing campaigns."
Perfect For
Omnichannel Engagement
⚡ Key Features
- AI-powered sales assistant (Zia) to predict sales trends and automate tasks
- Bulk import of records
- Sales automation tools like lead and deal management
- Customizable modules, fields, UI (Canvas), and email templates
Pros
- ✓AI-powered sales assistant to predict trends
- ✓Bulk import feature
- ✓Customizable modules and templates
Cons
- ✗Customer support responses can be slow
- ✗Limited integration with apps outside Zoho ecosystem
"Zoho CRM provides a unified view of customer interactions and includes an AI-powered sales assistant (Zia) for automation."
Perfect For
Sales Pipeline Management
⚡ Key Features
- Visual sales pipeline to track deals through stages
- Intelligent email campaign tracking (open, read, clicked)
- Built-in calling and cadence software
- Drip email marketing campaigns
Pros
- ✓Visual pipeline for intuitive deal tracking
- ✓Automation of follow-ups and campaigns
- ✓Mobile app availability
Cons
- ✗Reports can be hard to read and sometimes inaccurate
- ✗Desktop may lag
"Salesmate offers team collaboration, custom reporting, and client management tools ideal for marketing agencies."
Perfect For
Lead Capturing & Management
⚡ Key Features
- Customizable lead capture forms integrated with your website
- Advanced lead scoring and tracking
- Customize fields and views to declutter CRM
- Customizable pre-built email templates
Pros
- ✓Customizable lead capture forms
- ✓Lead scoring and tracking
- ✓Customizable fields and views
- ✓Pre-built email templates
Cons
- ✗Importing data is not very user-friendly
- ✗Interface is clunky and needs updates
"Apptivo provides powerful project management features and customizable workflows for multi-client agency environments."
Perfect For
Task Management
⚡ Key Features
- Custom triggers for automation or schedule time-based activities
- Bulk email capabilities
- Ready-to-use templates to generate reports
- Visual sales pipeline
Pros
- ✓Automation triggers and scheduled activities
- ✓Bulk email and templates
- ✓Great Google Workspace integration
Cons
- ✗Limited documentation
- ✗UI could use updates
"Copper’s smooth integration with Google Workspace makes it ideal for agencies relying on Google tools."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Look for agency-focused features: project management, time tracking, client communications, and invoicing/tool integrations.
- 2
Consider ease of use, customization options, pricing, and availability of free trials.
- 3
Read user reviews and compare pricing, scalability, and platform integrations.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
Continue Your CRM Research
Continue exploring to make the best CRM decision