The Best CRM Software for Digital Agencies

Greetings, fellow digital agency owners and managers! If you’re reading this article, then you’re probably in search of the best customer relationship management (CRM) software for your agency. As you know, having a reliable CRM system can help you automate and streamline your business processes, increase productivity, and better serve your clients.

However, with so many CRM software options available on the market, it can be overwhelming to choose the right one for your agency. That’s why we’ve done the research for you and compiled a list of the top CRM software for digital agencies.

The Importance of CRM Software for Digital Agencies

Before we dive into the best CRM software options for your agency, let’s first discuss why having a CRM system is crucial to your business success. In today’s fast-paced and competitive digital landscape, it’s more important than ever to have a deep understanding of your clients and their needs.

A CRM system allows you to centralize and organize all client data, including contact information, interactions, purchasing history, and more. This data can help you personalize your marketing and sales efforts, improve communication and customer service, and ultimately increase client loyalty and retention.

Moreover, a CRM platform can integrate with other essential tools that your agency uses, such as project management, email marketing, and social media management software. This integration can streamline your workflows and reduce the likelihood of errors and redundancies.

The Best CRM Software for Digital Agencies

Now that we’ve established the importance of CRM software for digital agencies, let’s take a look at the top options available.

CRM Software Price Features
HubSpot Free to $1,200/month Marketing automation, lead capture, custom reporting, live chat
Zendesk $19 to $99/agent/month Help desk, ticketing system, knowledge base, self-service options
Salesforce $25 to $300/user/month Sales and marketing automation, customizable dashboards and reports, AI-powered insights
Zoho CRM $12 to $100/user/month Customizable pipelines, integrated telephony, automated workflows, social media integrations
Pipedrive $12.50 to $99/user/month Pipeline management, sales forecasting, goal-setting, email tracking

1. HubSpot

HubSpot is a popular all-in-one software suite that includes CRM, marketing automation, sales, and customer service tools. Their free CRM option is a great place to start for small to medium-sized digital agencies, while their paid plans offer advanced features such as lead scoring, custom reporting, and more.

One of HubSpot’s standout features is their marketing automation capabilities, which allow you to create targeted and personalized campaigns for your clients based on their behavior and interests. Additionally, their live chat feature enables you to engage with website visitors in real-time and provide instant support.

2. Zendesk

If your digital agency focuses on customer service and support, then Zendesk may be the right CRM software for you. Their help desk and ticketing system can help you efficiently manage and resolve customer inquiries and issues, while their knowledge base and self-service options can empower your clients to find answers on their own.

Zendesk also integrates with popular communication channels such as social media, email, and chat, so you can easily connect with clients where they are.

3. Salesforce

Salesforce is a powerful and versatile CRM software that can benefit digital agencies of all sizes and industries. Their customizable dashboard and reporting features provide valuable insights into your sales and marketing performance, while their AI-powered Einstein Analytics can provide predictive insights and recommendations.

Moreover, Salesforce can integrate with other essential tools that your agency uses, such as email marketing and project management software, to create a seamless and efficient workflow.

4. Zoho CRM

Zoho CRM is a user-friendly and affordable CRM software that offers a wide range of features such as customizable pipelines, integrated telephony, and automated workflows. They also provide built-in social media integrations to help you monitor and engage with your clients on social platforms.

Zoho CRM’s mobile app is also a standout feature, allowing you to access client data and manage tasks on-the-go.

5. Pipedrive

Pipedrive is a sales-focused CRM software that can help you organize and manage your sales pipelines, track deals, and forecast revenue. Their email tracking feature can help you understand which emails are resonating with your clients and which ones need improvement.

Additionally, Pipedrive’s goal-setting feature can help you set and achieve targets for your sales team, while their integration with Google Workspace can streamline your workflow and reduce manual data entry.


1. What is CRM software, and why do digital agencies need it?

CRM software is a tool that helps businesses organize and manage their customer data, interactions, and communications. Digital agencies need CRM software to have a deep understanding of their clients and their needs, personalize their marketing and sales efforts, and improve communication and customer service.

2. What are the most important features to look for in CRM software for digital agencies?

The most important features to look for in CRM software for digital agencies include marketing automation, custom reporting, integrations with other essential tools, and a user-friendly interface.

3. How do I choose the right CRM software for my digital agency?

To choose the right CRM software for your digital agency, consider your business needs, budget, and the features that are most important to you. We recommend researching and testing out different options before making a final decision.

4. How much does CRM software for digital agencies usually cost?

The cost of CRM software for digital agencies varies depending on the vendor and the features you need. Some vendors offer free or low-cost options, while others can cost hundreds or thousands of dollars per month.

5. Can CRM software help my agency improve customer retention?

Yes, CRM software can help your agency improve customer retention by providing valuable insights into your clients’ behavior and preferences, enabling personalized communication and marketing, and facilitating efficient customer service and support.

6. Can CRM software integrate with other tools my agency uses?

Yes, most CRM software can integrate with other essential tools your agency uses, such as project management, email marketing, and social media management software. Integration can streamline your workflows, reduce manual data entry, and improve overall efficiency.

7. Is it possible to switch to a different CRM software after implementation?

Yes, it is possible to switch to a different CRM software after implementation, although it can be a complex and time-consuming process. Before switching, we recommend researching and testing out potential options to ensure that you choose the best fit for your agency.


Choosing the right CRM software for your digital agency can be a daunting task, but by considering your business needs and researching different options, you can find a platform that can help you streamline your workflows, improve client communication and service, and ultimately increase revenue and growth.

We hope that our list of the best CRM software for digital agencies has provided you with valuable insights and options to consider. Remember to test out different software options before making a final decision and to continuously evaluate and optimize your CRM system for optimal results.


The information provided in this article is based on our research and analysis and is intended to be used for informational purposes only. We do not endorse or promote any specific CRM software vendor, and we encourage readers to conduct their own research and due diligence before making any purchasing or implementation decisions. We are also not responsible for any errors, omissions, or discrepancies in the information presented.