The Best Agency CRM Software

Agency CRM Software

By Rob Binns | Senior Writer

Digital marketing, travel, recruitment, advertising – which CRM is the best fit for your industry and business?

Running an agency is a lot of work. Whether it’s managing your in-house staff, coordinating your freelancers, or just keeping your clients happy, there’s always something to think about. And when there’s always more things to do than hours to do them in, how do you stay on top of it all?

With a Customer Relationship Management (CRM) system for your agency, that’s how. CRM software puts all your team on the same page, enabling better communication, collaboration, and efficiency. You can track projects, deals, and leads, and view all your client and staff information from one single hub.

Whether you want to increase customer loyalty and retention, or expand your client base, we’ve found the top agency CRM software to help you do it all – and more.

Read on for our top industry-specific picks for the best agency CRM software in the US. Tap into the list below to find your field, or skip to our FAQ section. Alternatively, dive straight into our free quote-finding form. You’ll enter some brief details about your business (it takes less than a minute), and will then receive quotes from top agency CRM suppliers.

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The Best Agency CRM Software

agency crm software

We compared the range of agency CRM software available on the market. While we found CRM heavyweights Salesforce and Zoho to be excellent all-round providers, we focused in on our top four industry-specific agency CRM picks.

Our research tells us that the best agency CRM software comes from Dolphin Dynamics, Funnel, Freshsales, and Recruiterflow.

The best agency CRM software for US businesses:

The Best Travel Agency CRM

While providing a tailored service is never a bad idea, it's especially important in the travel industry. Holidaymakers want personalized offers and unique travel recommendations, so it’s important to keep them happy – and keep them coming back for more.

A CRM system helps you maintain excellent relationships with your customers throughout each stage of planning and booking their vacation. And even after their trip’s done, you can use CRM to re-ignite their travel bug, with targeted recommendations of resorts and destinations.

Our top travel agency CRM pick:

Dolphin Dynamics

Dolphin Dynamics CRM logo

Both a CRM system and a powerful booking engine, Dolphin Dynamics is handmade for the tourism industry. It has specific modules catering to both leisure and business travel agents, as well as tour operators. And, with features such as itinerary creation, rental car reservations, and flight booking, it’s suitable for travel agencies of all sizes. Dolphin Dynamics rolls up everything you need to manage your travel agency into a single piece of savvy, scalable software.

For pricing, enquire directly with Dolphin.


  • Creates and exports highly customizable reports with ease
  • Simple to set up and use
  • Facilitates payment processing

X Cons:

  • Limited customer support

Source: Invesp

The Best Advertising Agency CRM

If you thought you'd need charm, sophistication, and good looks to be your agency's answer to advertiser extraordinaire Don Draper, think again – what you really need is the right CRM system

Fifty years on, more and more advertising agencies are harnessing the power of CRM to manage their clients and campaigns, and plan for the future. Why shouldn’t yours? CRM helps you track ideas as they become pitches, and pitches as they become successful advertisements.

Our top advertising agency CRM pick:

Funnel CRM

Funnel CRM logo

Built for agencies, and with simplicity in mind, Funnel is a refreshing spin on head-scratching traditional CRM software. Its vibrant interface visualizes everything your team is working on in a series of intuitive dashboards. Impress clients with beautifully formatted proposals, close deals with speed and aplomb, and do it all without spending too much – Funnel’s pricing plans are not only transparent, but highly affordable, too.

Pricing comes in two separate tiers:

  • Standard: $10 per month ($114 per year)
  • Pro: $39 per month ($444.60 per year) + $2 per month for each additional user


  • Create customizable webforms that fit the look and feel of your website
  • Standard plan comes with unlimited contact and deal storage

X Cons:

  • Lacks the same level of integrations as many of its competitors

Source: RWS/US New Year Outlook Survey Report

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The Best Digital Marketing Agency CRM

In a world dominated by the internet, there are few better ways of getting your message across than through digital marketing. But, while you’re getting your brand name and products out there to your internet audience, you’ll still need an easy way of managing your clients and projects in-house.

You’ll also want a solution that keeps your freelancers, remote workers, in-house team, and directors all on the same page.

Here’s where a cloud-based CRM system comes in. From email marketing to intelligent lead management features, CRM software is fast becoming an essential tool for ambitious digital marketing agencies.

Our top digital marketing agency CRM pick:


Freshsales CRM logo

Freshsales is a digital marketer’s dream. Think about it – a single platform to collect, manage, and monitor your leads, then re-engage them through stunning email templates? It’s a no-brainer. Freshsales also boasts excellent social media integration, which lets you employ social listening to grow your business. Monitor the web for mentions of your brand, and be the first to respond to customer complaints or queries. It’s a fresh approach to CRM, and one that’s sure to boost the success of your digital marketing agency.

Pricing comes in five tiers, each one supporting more features than the last:

  • Sprout: Free
  • Blossom: $12 per user, per month
  • Garden: $25 per user, per month
  • Estate: $49 per user, per month
  • Forest: $79 per user, per month


  • Free plan available
  • Impressive online customer approval ratings
  • Colorful, straightforward interface

X Cons:

  • Telephone integration leaves much to be desired

Source: Invesp

The Best Recruitment Agency CRM

With so many candidates coming and going, and big-billing clients needing plenty of attention, effective contact management is crucial for recruitment agencies.

CRM provides a central hub for all the personal data that’s so crucial in keeping your recruitment agency ticking over. CRM software tracks all your candidate communications, streamlining the application process and helping you match the right person to the right role.

Our top recruitment agency CRM pick:


Recruiterflow CRM logo

Purpose-built for the recruitment industry, Recruiterflow CRM promises to help you automate and improve your workflow. How? Well, it eliminates the need for manual data entry, saving you time, headaches, and stiff fingers. And its innovative ‘1-click sourcing’ feature claims to increase the efficiency of your candidate search threefold. Better still, there are a range of pricing plans to choose from, based on the size of your agency. And, though some are pretty pricey, you can try before you buy – each plan offers a free 14-day trial.

Recruiterflow offers two sets of pricing plans – one for recruitment agencies, and one for other companies:

For recruitment agencies:

  • Growth: $79 per user, per month ($708 per year)
  • Enterprise: $129 per user, per month ($1,188 per year)

For companies:

  • Growth: $119 per month ($1,188 per year)
  • Scale: $179 per month ($1,788 per year)
  • Enterprise: $299 per month ($2,988 per year)
  • Pros:

    • Great customer support
    • Attractive, clean-looking interface
    • Cheaper rates for recruiters

    X Cons:

    • It’s on the expensive side, even for CRM software
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    Next Steps

    Whether you’re in marketing, travel, advertising, or recruitment, chances are your agency can benefit from CRM software. More organization, better customer relationships, and increased sales – it’s the easiest decision your business will make this year.

    What’s less easy is choosing the right CRM software for your agency. There’s a whole bunch of CRM providers out there, all with many similar features. And they’re all competing for your business.

    To get a better idea of which CRM software is right for your business, allow us to help. Simply fill out our quote-finding form. We’ll ask a few quick questions about your industry, business size, and CRM goals – it takes less than a minute.

    You’ll then receive quotes from several top CRM suppliers. You’ll get a better understanding of what a CRM system can do for your agency, and how much you can expect to pay. Give it a go today – it’s free!


    Is any CRM software available for free?

    Yes – several providers offer free CRM software. However, free CRM comes with several key limitations on data and contact storage, features, and the number of users allowed. While it can be a good money-saver, free CRM software is unsuitable for agencies with large numbers of staff.

    What do you mean by ‘cloud-based’ CRM?

    Cloud-based CRM means that the software is accessible to anyone in your team, at anytime – from anywhere with an internet connection. Rather than having to be downloaded and stored on computers, your data is kept ‘in the cloud’. It’s a more modern, more convenient, and more secure way of doing things.

    Can you recommend any good CRM software for other industries?

    Of course. For more industry-specific CRM solutions, check out our guides to the best CRM for real estate, construction, healthcare, and (of course!) sales. And, if we haven’t yet covered your line of work, drop us a line at and we’ll see what we can do!

    Rob Binns
    Rob Binns Senior Writer

    Rob writes mainly about the payments industry, but also brings industry-specific knowledge of CRM software, social media monitoring, and invoice finance. When not exasperating his editor with bad puns, he can be found relaxing in a sunny corner, with a beer and a battered copy of Dostoevsky.

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