7 Best Agency CRM Software: Reviews & How to Choose (2025)

Agencies need a reliable customer relationship management (CRM) system to capture leads, develop opportunities, track client communications, measure sales performance, and facilitate smooth handoffs to project teams.

There are typically two types of solutions here:

• Agency management software with built-in CRM (like Workamajig!)
• Standalone CRM systems (like HubSpot, Zoho, and Salesforce)

Agencies prioritizing pipeline management and seamless workflows often choose option A because it connects sales opportunities directly to project execution, in one system. This eliminates duplicate data entry, provides real-time resource visibility, and offers unified reporting across business development and delivery.

Option B supports agencies with sophisticated marketing needs. Dedicated CRM software provides lead-nurturing automation, advanced segmentation, multi-channel campaign management, and detailed reporting to measure marketing ROI precisely.

Workamajig offers the best of both worlds. Our solution includes a native CRM with Kanban boards and sales reports to manage your pipeline, client acquisition, and project handoff; and it integrates with all major CRM systems to support more advanced marketing efforts.

We’ve compiled this guide to discuss solutions in both categories. We'll also talk about the benefits of CRM software and how to choose the right solution for your agency.

Keep reading to learn more about Workamajig CRM or request a free demo with our team.

Workamajig

All-in-one agency management system to elevate operations & drive profits

Workamajig is an all-in-one agency management solution. It delivers everything agencies need to run a successful operation: CRM and client management, vendor management, project management, resource planning, time tracking, financial management, and accounting.

Our unified solution brings everybody, across all departments, under one roof — centralizing processes, eliminating data silos, and improving organization. It provides complete visibility from lead capture through project delivery and billing, so all agency teams can work more effectively.

Agencies also like Workamajig because it consolidates their tech stack and reduces software costs. Not only does Workamajig include a native CRM, but it also boasts a complete GL accounting system (to replace QuickBooks or Xero). Teams can shed the extra software and manage the entire client journey in Workamajig at one affordable subscription rate.

Plus, our solution includes personalized onboarding, training, and ongoing support to help you maximize your benefits and ROI.

You’re paired with a dedicated account manager who’s invested in your success in Workamajig from day one. They serve as your strategic partner to ensure the software is configured correctly (integrating outside CRM if you’re using one) and continuously optimize the system as your agency evolves.

With flexible per-user pricing and packages designed to scale from boutique agencies to enterprise organizations, Workamajig grows alongside your business and helps you reach new heights.

The following sections will discuss our CRM and client management tools in more detail. If you’re interested in a guided walkthrough after reading, you can request a free demo with our team.

Workamajig CRM Solution

Workamajig's CRM helps you turn leads into clients with simple tools that show your entire sales pipeline, highlight your most profitable opportunities, and keep your team's schedule consistently filled with quality work.

When someone submits a contact form on your site, Workamajig automatically captures the prospect's information and displays the contact in your Leads dashboard.

Here, your sales team can engage with and qualify new leads. All notes and complete conversation histories are saved on our platform, allowing managers and other sales representatives to reference past interactions quickly. (Our system integrates with email accounts — Gmail and Outlook — to facilitate and save all sales conversations.)

After qualifying leads, sales teams can convert them into opportunities, which then appear in the Opportunities Dashboard. Here, sales managers can assign opportunities to specific reps, add detailed context for the owner working the opportunity, and set appropriate stages and statuses.

Our CRM also includes intuitive Kanban boards where users can visualize the current pipeline and move opportunities between stages.

Note: You can customize opportunity stages to match your agency’s unique sales process and typical workflows. In the screenshot above, you can see stages such as "Interest Confirmed," "Proposal Requested," "Proposal Delivered," "Verbal Agreement," and others.

As an all-in-one agency management solution, Workamajig also includes powerful tools to develop opportunities, with features to strategically forecast required resources for upcoming work and calculate accurate estimates to share with prospects.

Again, all sales conversations — including activities, shared files, estimates, spec sheets, or other project-related information — are saved in Workamajig, within the opportunity, so others can easily see the details and get up to speed.

Our system even displays critical big-picture details on each opportunity card, such as age, timeline, and potential profits, helping sales teams easily identify what’s a priority and where to focus their attention.

After you win opportunities and close deals, Workamajig converts the won opportunity into a new project or campaign — transferring all saved details and attachments mentioned above — so managers can kick off planning and scheduling with all the necessary information at their fingertips.

Sales Reports

Workamajig also includes a robust CRM reporting suite, with out-of-the-box and custom reports, to measure sales performance. Our reports let you:

• Learn more about the types of leads you attract

• Monitor deals as they move through various sales stages

• Analyze earned vs. lost opportunities (over a variety of categories and timeframes)

• See where leads drop off and dig into what happened

• Identify commonalities between earned (and lost) opportunities to understand where you’re successful (and identify improvement areas)

We provide a range of Contact and Opportunity reports, including our popular Win/Loss Analysis, Quarterly Performance Comparisons, and Sales Rep Activity Summaries.

You can also create custom reports using various CRM-related datasets (e.g., Company, Contact, Opportunity, Activity data) using our intuitive drag-and-drop report builder.

Our reporting suite also includes snapshot reports to assess what's current with your sales teams. At a glance, you can see:

• Number of clients and prospects in each sales funnel stage
• Current opportunities and their projected revenue
• Team activity metrics, follow-up schedules, and response time analytics
• Resource needs (based on pipeline data)
• Comparison reports showing performance against previous periods and annual targets

Your account manager will walk you through our system’s reporting dashboard and custom reporting tools to ensure you’re tracking the KPIs most important to your agency's objectives.

CRM Integrations

Workamajig integrates with all major CRM software, including HubSpot, Zoho, Salesforce, Zendesk, Pipedrive, and more via Zapier or API. Our team will discuss your current tech stack and connect integrations during set-up and onboarding so you don’t have to manage this task.

Integrations allow you to pull qualified leads or opportunities, along with all associated details, into Workamajig. Then, you can manage opportunities to close and convert earned opportunities to new projects.

Additional Client Management Tools

Workamajig also includes a host of tools to manage and strengthen new client relationships after you win their business and launch projects.

• Client Portals: Create dedicated, branded workspaces for each client, giving them 24/7 access to project information. Clients can check real-time status updates, participate in feedback discussions, download approved deliverables, request new work, and view project progress from the schedule — all in one secure hub. You can create (unlimited) portals at no additional charge.

• Email Notifications: Workamajig CRM saves client information, like email addresses, so our system can notify clients when they're tagged in discussions, deliverables are ready for review, or there are critical project updates. These smart notifications ensure clients know exactly when projects require their attention and where their input is needed, helping teams maintain momentum and prevent costly bottlenecks.

• Collaborative Workspace: Workamajig's comprehensive collaboration tools unite all project stakeholders — both internal and external users — in a single, intuitive environment. The platform includes commenting, secure file sharing, built-in proofing tools with markup capabilities, side-by-side file comparisons, and detailed version history. This collaborative environment helps teams fine-tune deliverables while maintaining a complete record of all decisions and changes throughout the project lifecycle.
  
  

Workamajig’s All-in-One Solution

Workamajig packs in a whole breadth of solutions to support agency operations. In addition to our CRM and client management tools, Workamajig includes:

• A complete project management software with everything you need to plan and monitor projects; templates, intake forms, task management, and advanced project monitoring dashboards with customizable Gantt charts, milestone tracking, and helpful real-time alerts.

• A user-friendly resource planning hub where you can schedule your team, see who's available, check workloads at a glance, and review productivity reports to make sure everyone's using their time well.

• Native time tracking that lets your team log project hours directly in Workamajig, connect time to specific project tasks, and track real-time labor costs to manage project budgets.

• A straightforward vendor management module to assign work to freelancers, track outside purchases, and manage all your external partners in the same place you manage your internal teams.

• Professional accounting software to manage all standard accounting processes (e.g., handling vendor bills, tracking expenses, processing reimbursements, and managing payments). Workamajig also includes automated invoicing to streamline this repetitive task and improve the accuracy of client invoices.

• Powerful financial dashboards with profit and loss reports (across various categories), key metrics monitors, revenue forecasting, detailed project budget breakdowns, and custom reports that align with your agency’s needs.

Our comprehensive approach brings countless benefits for our agency clients. Our users say Workamajig has transformed their operations in a variety of ways:

• Eliminates communication gaps by connecting sales, creative, and finance teams in one platform, ensuring everyone has access to the same client and project information.

• Accelerates client onboarding through seamless transition from sales to project kickoff, automatically transferring all opportunity details to new projects without duplicate data entry.

• Increases forecast accuracy by connecting pipeline data with resource availability, allowing agencies to make more informed decisions and confidently predict revenue.

• Reduces administrative overhead by automating routine, repetitive tasks — such as time tracking, approvals, invoice building, and status updates — freeing teams to focus on more value-adding work.

• Strengthens client relationships through convenient and straightforward communication, dedicated client portals, and professional project management.

• Grants visibility into agency processes with advanced but user-friendly reporting dashboards that connect the dots between sales success, project profitability, and time productivity.

• Supports and streamlines growth with a scalable platform that accommodates additional team members, new service offerings, and evolving business needs.

Check out a sneak preview of Workamajig below:

Workamajig Packages & Getting Started

Workamajig offers dedicated solutions for agencies and in-house creatives. Pricing is per-user and by team size:

• $41/user/month for teams of 10+
• $39/user/month for teams of 20+
• $37/user/month for teams of 50+

We also offer enterprise packages that can accommodate thousands of user seats.

The Workamajig subscription includes:

• Full access to the Workamajig platform and features, including the CRM, sales reports, and integrations.

• A dedicated account manager will provide personalized onboarding and training. You’ll learn the “Workamajig way” to manage agency processes and projects, and see how our features support our best practices.

• Ongoing support. Your account manager can answer questions, consult with you on process or resource optimization, and help solve other agency challenges.

Request a free demo to see how Workamajig can support your agency operations!

Alternative Agency Management Systems with Native CRM

The systems below all receive positive user reviews and offer comprehensive toolsets to support agency operations.

That said, Workamajig stands out as the most comprehensive because it includes CRM and full accounting software. While the tools below include some accounting capabilities, they do not replace accounting software.

Function Point

Function Point is an all-in-one agency management system with a user-friendly CRM that connects sales teams and creative workflows. It offers essential features, with a focus on sales pipeline management and tracking client communications.

Like Workamajig, Function Point’s CRM integrates with all of the system’s other modules while developing opportunities, so sales teams can leverage other tools, such as resource forecasting, rate cards, and estimating. This improves accuracy when creating proposals and pitching to potential clients.

End-to-end agency management tools also allow managers to follow the client journey through projects and see what happens after prospects become clients.

Function Point’s core CRM features include:

• Sales pipeline management
• Estimating
• Lead and opportunity tracking
• Contact management
• Proposal creation
• Team collaboration tools
• Resource management and forecasting

Function Point also integrates with outside CRM software; this lets agencies expand upon Function Point’s capabilities while maintaining the valuable connection between sales and project execution.

Find more Function Point reviews here.

Platform Features

• Client management tools, including estimates, proposals, change orders, revision tracking, and job request portals
• CRM and email integrations
• Project templates
• Project management dashboards
• Project monitoring (choose Gantt charts or a Kanban board view)
• Team collaboration, including file sharing and commenting
• Resource management
• Time tracking
• Financial management, including expense tracking
• Billing and invoicing
• Business intelligence reports, including profitability reports and custom reporting
• Integrations with accounting systems like QuickBooks and other business applications

Pricing

Function Point offers three packages for smaller and mid-sized teams, as well as custom enterprise packages for agencies with 50 or more users. All packages include full feature access.

Function Point’s packages are as follows:

• Boutique: Supports 5-9 users at $55/user/month
• Studio: Supports 10-29 users at $52/user/month
• Large Studio: Supports 30-49 users at $50/user/month

Read more: Function Point Reviews & Alternatives

Productive

Productive CRM is designed for creative agencies and professional service companies (such as IT teams, software developers, and consulting firms). The platform delivers a streamlined sales management solution that integrates with its project management tools, creating a unified workflow from lead capture to project delivery.

The CRM features intuitive Kanban boards for visual pipeline management, allowing teams to track leads and opportunities as they move to close. It also offers tools to create and manage multiple sales pipelines, to accommodate different service offerings or client segments.

Users also like that Productive’s advanced reporting suite provides valuable insights to track sales KPIs and refine acquisition strategies.

The CRM’s key features include:

• Sales pipeline management
• Proposal creation
• Estimating and rate cards
• Resource forecasting
• Conversion of won deals directly into projects
• Sales performance reporting
• Email integrations
• Client management tools
• Integrations with outside CRM software

Read more Productive reviews here.

Platform Features

• Project intake and sales CRM
• Project management
• Resource management
• Time tracking and timesheets
• Documents (to create shared docs and enable team collaboration)
• Financial management
• Billing and invoicing
• Budget and expense management
• Real-time profitability tracking
• Reporting
• Integrations with QuickBooks, Xero, Sage, SAP, Justworks, ADP, Slack, HubSpot, Google, Microsoft, and Jira
• Open API
• Mobile app (for iOS & Android)

Pricing

Productive offers three packages and scalable enterprise plans at custom pricing.

The Essential plan ($11/month/user) includes basic features like budgeting, project and task management, time tracking, expense management, and reporting. While CRM is not separately highlighted, the platform’s sales pipeline and deal tracking features are integrated and available for managing client relationships and sales leads.

The Professional plan ($28/month/user) and Ultimate plan ($39/user/month) offer more advanced features such as custom fields, recurring budgets, advanced reports, billable time approvals, and HubSpot integration (only available in Ultimate). These plans enhance CRM capabilities with advanced forecasting, custom sales pipelines, and better sales team performance tracking.

Read more: 8 Best Productive Alternatives for Agencies

Scoro

The last name on our list, Scoro, is included because it’s one of the few agency management tools that includes a CRM system. However, the CRM is only available in Scoro’s top-tier (most expensive) package, and with that, it’s not the most cost-effective option in our guide.

Scoro's CRM is designed to help agencies track their sales pipeline and manage client relationships within its broader business management system. The platform provides instant notifications when deals move through the pipeline, enabling teams to respond quickly to high-value opportunities as they develop or close.

One of Scoro's most useful CRM features is its detailed client profiles. This feature allows users to attach files, add activity reminders, and link invoices and quotes directly to customer records, consolidating all relevant customer data. This centralized approach makes it easier for sales teams to access critical information during client interactions and throughout the sales process.

Scoro's key CRM features include:

• Sales pipeline management
• Client relationship tracking
• Proposal creation
• Estimating
• Sales forecasting
• Deal notifications and alerts
• Sales target tracking for individuals and teams
• Integration with Scoro’s project management module for easy handoff

While users appreciate Scoro's capabilities as an all-in-one platform, one review suggests it may not be the best CRM solution for agencies with complex sales processes:

"Its limitations to work as a sales CRM forced us to be creative in how we record data and push that data down the pipeline."

Find more Scoro reviews here.

Platform Features

• Project management
• Resource planning
• Time tracking
• Collaboration tools
• Quoting and budgeting tools
• Invoicing
• Cost management
• Retainers
• Sales CRM
• Reporting

Pricing

Scoro offers three packages and custom enterprise solutions. The starter plan (Essential, $28/user/month) and upgraded plan (Standard, $42/user/month) do not include the CRM or sales pipeline features.

The Pro plan ($71/user/month) includes all Scoro features and is the only package we suggest for agencies needing a CRM. Scoro also notes that this package is the recommended option.

Dedicated CRM Systems

While agency management solutions with built-in CRM offer numerous benefits, agencies also use standalone CRM platforms that specialize in marketing, sales, and customer relationship management. These systems typically offer more advanced tools for lead generation, campaign automation, and customer journey analytics.

However, the significant advantage of these specialized systems is their depth of marketing functionality. These platforms can provide game-changing advantages for agencies with complex marketing needs or those managing multi-channel campaigns for clients.

The following sections will discuss three top-rated CRM systems (you’ve undoubtedly heard of) with impressive marketing capabilities.

HubSpot

HubSpot is one of the most popular CRM platforms, particularly known for its strength in inbound marketing and content-driven lead generation. It offers a comprehensive suite of tools that supports agencies at all growth strategies: from small businesses to enterprise organizations.

HubSpot's primary advantage is its exceptional marketing automation capabilities. The platform provides powerful lead-nurturing features, including email automation, contact management, and sophisticated segmentation that helps agencies deliver more personalized marketing campaigns.

It also includes a user-friendly content management system (CMS) with tools to create landing pages, blogs, and marketing assets that integrate seamlessly with your lead generation efforts.

HubSpot's analytics and reporting stand out for agencies managing complex marketing campaigns. The platform provides detailed insights into campaign performance, website traffic, email engagement, and conversion rates, helping you demonstrate concrete ROI to clients.

HubSpot's core CRM features include:

• Contact and company management
• Visual sales pipeline and deal tracking
• Email marketing automation and sequences
• Social media management
• Marketing automation workflows
• Campaign analytics and reporting

Another significant advantage of HubSpot is its strong integration ecosystem. The platform connects with numerous third-party systems (including Workamajig), making it easier to integrate HubSpot into your existing tech stack and client workflows.

Find more HubSpot reviews here.

Platform Features

• Complete contact management and segmentation
• Visual pipeline management
• Email marketing tools, such as templates for email campaigns
• Marketing automation and workflows
• Content management and blog tools
• Social media scheduling and monitoring
• SEO recommendations and content strategy tools
• Landing page and form builders
• Blog and content tools
• Conversation routing and live chat
• Live chat and conversational bots
• Customer service ticketing
• A/B testing capabilities
• Integration with 1,000+ business applications

Pricing

HubSpot CRM offers diverse pricing plans designed to cater to agencies of all sizes, including a free basic plan and scalable enterprise packages. Check out HubSpot’s packages below:

• The Free plan includes essential CRM tools, like contact management, forms, and landing pages. It supports up to 1 million contacts.

• The Starter plan ($20/user/month) includes email marketing automation, ad management, and basic reporting.

• The Professional plan ($100/user/month) adds advanced automation, custom reporting, and omnichannel marketing tools.

• The Enterprise package ($150/user/month) includes advanced features like custom objects, predictive AI, and advanced permissions.

Zoho CRM

Zoho offers a comprehensive CRM solution that balances powerful features with affordability, making it particularly attractive for small to mid-sized agencies. As part of Zoho's broader suite of business applications, its CRM integrates seamlessly with other Zoho applications for marketing, finance, and agency operations. This makes it popular for agencies already using Zoho’s other systems.

Zoho CRM enables agencies to connect with prospects and customers in real-time, across multiple channels, including email, phone, live chat, and social media. Its SalesSignals feature alerts you when prospects are engaging with your content, allowing your sales teams to reach out promptly. Zoho’s multi-channel approach helps agencies maintain consistent client communication throughout the sales process, improving the chances of winning deals and new business.

The platform's marketing capabilities are also notably strong for the (affordable) price point. Zoho CRM offers extensive email marketing tools — with hundreds of responsive templates and personalization options, social media management across all major platforms, and custom surveys that help agencies better understand their audiences.

Agencies that want to improve reporting and data-driven decision-making appreciate Zoho's analytics dashboards. The system provides real-time reporting on sales performance, marketing campaigns, and team metrics. It uniquely uses RFM (Recency, Frequency, Monetary) modeling to segment customers, allowing for more targeted marketing initiatives.

Zoho CRM's core features include:

• Contact and lead management
• Visual sales pipeline tracking
• Email marketing campaigns
• Social media management
• Custom reporting and dashboards
• Marketing automation tools
• Customer segmentation
• Mobile CRM app
• Web form integration
• Sales forecasting
• Workflow automation
• Multi-channel communication

As mentioned above, Zoho is popular among smaller, mid-sized, and growing agencies, thanks to its pricing structure. Zoho offers a free plan (supporting up to three users) with basic tools for managing contacts, leads, and sales processes, making it accessible to even the smallest of agencies.

Find more Zoho CRM reviews here.

Platform Features

• Complete contact and deal management
• Visual sales pipeline and opportunity tracking
• Email marketing with templates and automation
• Social media engagement and monitoring
• Customizable reports and dashboards
• Web forms for lead capture
• Task management and reminders
• Mobile CRM app for on-the-go access
• Canvas UI customization
• Blueprint process management
• Inventory management integration
• API access for custom integrations

Pricing

Zoho offers a free plan and four paid packages to support agencies at various stages.

As mentioned, the Free plan supports up to 3 users and includes essential tools like leads, documents, and mobile apps. Paid packages are as follows:

• The Standard plan ($20/user/month) includes basic automation, custom reports, sales forecasting, and email marketing.

• The Professional plan ($35/user/month) grants access to more advanced tools, like SalesSignals, Blueprint, CPQ, inventory tools, Google Ads integrations, and more.

• The Enterprise plan ($50/user/month) includes everything in Professional plus Zia (Zoho’s AI assistant), territory management, journey orchestration, Sandbox, multi-user portals, and advanced analytics.

• The Ultimate plan ($65/user/month) includes extended AI capabilities, advanced customization, augmented analytics, data storytelling, and more.
  
  

Salesforce

Salesforce is another industry giant that offers an enterprise-level platform with extensive customization capabilities. Though traditionally known for its Sales Cloud and CRM, Salesforce has expanded to provide comprehensive marketing tools through its Marketing Cloud.

Salesforce's Marketing Cloud includes email automation tools, automated workflows, social media marketing, digital advertising, mobile messaging, journey building, and data management. Its comprehensive approach enables agencies to create sophisticated cross-channel campaigns with consistent messaging and coordinated timing.

Salesforce’s advanced Sales Cloud, CRM, and Marketing Cloud combo makes it particularly appealing for larger agencies looking to dive deep into email marketing strategies and invest in powerful customer journey management.

However, what really sets Salesforce apart is its advanced customization capabilities. You can modify almost every aspect of the platform to fit your specific business needs — allowing agencies to create highly tailored solutions for different client industries and requirements.

Salesforce's core features include:

• Advanced contact and lead management
• Customizable sales processes and pipelines
• Sophisticated email marketing automation
• Customer journey building and mapping
• Campaign management and tracking
• Social media marketing tools
• Marketing analytics and ROI tracking
• Mobile messaging and SMS marketing
• AI-powered insights with Einstein
• Extensive third-party integrations via AppExchange

Find more Salesforce reviews here.

Platform Features

• Complete contact and lead management
• Sales opportunity tracking and forecasting
• Email marketing and campaign automation
• Einstein AI for predictive analytics
• Customizable dashboards and reporting
• Mobile app with offline capabilities
• Social media marketing and listening
• Digital advertising management
• Developer tools for custom applications
• Advanced security and permission controls

Pricing

Salesforce provides pricing by product, with tiered packages for its Sales Cloud, Marketing Cloud, and CRM. You can also combine these solutions with Salesforce’s many other business applications.

You can browse all solutions and packages here.

Benefits of CRM Software for Marketing Agencies

Manage Prospect & Client Communication

As your agency grows, keeping track of client communications becomes challenging. A good CRM centralizes all interactions — whether they're text messages, emails, or meeting notes.

This means everyone on your team can access complete client histories, provide consistent service, and deliver the personalized attention that turns clients into repeat customers and referral sources.

Improved Customer Insights

Good marketing is about connecting with your target audience on a personal level. To do this, you’ll need to immerse yourself in detailed customer data: What do they like? What do they engage with? What’s their humor? How do they talk?

CRM in digital marketing consolidates analytics data from multiple touchpoints, including forms, surveys, engagements, and customer service interactions. This way, you can have a good grasp of your community’s questions, pain points, and sentiments, with just a few clicks.

Drawing insights from analytics allows you to craft messages that actually resonate with your audience.

Clear Opportunities Management

Sales pipelines need structure to be effective. CRM software organizes your opportunities by stage, helping you prioritize follow-ups and track which opportunities need attention.

When everyone works in the same system, handoffs between sales and project teams become seamless. The project manager instantly accesses all the necessary context without lengthy play-by-plays or missing details.

Task & Project Management

Client relationships follow predictable patterns: discovery calls lead to proposals, negotiations, and project handoffs. What's not so predictable is managing these steps across dozens of prospects simultaneously.

CRMs bring order to this chaos by tracking tasks, deadlines, and responsibilities across your entire pipeline — ensuring nothing falls through the cracks, even as your agency juggles multiple opportunities.

Team Collaboration

When client information is scattered across emails and messaging apps, your team wastes valuable time just getting on the same page.

CRMs centralize all client details, so all agency teams can get up to speed without hunting for information or rehashing old discussions. This makes meetings, brainstorming, and decision-making more productive and effective.

Quick Reporting

Making smart business decisions requires real-time visibility into your agency's performance and profitability. CRMs provide instant snapshots of key metrics, from pipeline value to conversion rates and team workloads. These insights help you spot trends, address bottlenecks, and confidently plan your agency's next moves.

How to Pick the Right CRM for Your Agency

Once you decide to integrate a marketing agency CRM into your pipeline, your next step is to select one that fits your needs. Here are some things to consider when shopping for CRM systems.

Ease Of Use

65% of professionals consider ease of use the top feature they look for in CRM software. This makes sense; we want our software solutions to make life easier, streamlining operations and automating redundant processes.

When choosing CRM software, consider who will use it most and how easily they can learn the ropes. Also, check if the software provider offers training (like Workamajig). Brands that provide onboarding and training help mitigate initial learning curves and ensure all team members can adjust to the platform without hiccups.

Essential Features

The CRM features you require will depend on your agency’s needs and workflows.

Here are some of the key features to look out for:

• Contact management
• Sales pipeline management
• Task management
• Workflow automation
• Digital marketing tools & marketing automation
• Social media management
• Email marketing tools
• Reporting & analytics (some tools even offer AI-powered insights)
• Integration capabilities (with the tools in your tech stack)
• Customer support tools
• Customization options
• Mobile apps

Responsive Customer Support

Customer support is a crucial factor to consider when selecting a CRM tool. Even the most reliable software experiences occasional issues, and you'll inevitably have questions during implementation and use. Ensuring your chosen CRM provider offers responsive assistance can prevent costly downtime and frustration.

Look into the troubleshooting materials they provide. Do they have a knowledge base? If you have more specific requests, can they be reached via phone or email?

Using your initial interactions as a benchmark is probably not the best idea. Brands typically do the most during the sales process, as this is when they are trying to win your business.

For a more accurate assessment, look for customer reviews that specifically mention post-purchase support experiences. These reveal how responsive and helpful the company remains after you've become a subscriber.

Getting Started with Workamajig

Whether you're interested in an all-in-one agency management system or a dedicated, marketing-focused CRM, Workamajig offers a flexible solution. Our native CRM seamlessly connects your sales pipeline to project delivery — while integrating with specialized platforms like HubSpot, Zoho, and Salesforce to support advanced marketing efforts.

Request a free demo with our team to see how Workamajig can transform your agency's operations and drive sustainable growth.

Related reads:

• 10 Top-Rated Project Management Tools
• Digital Marketing Agency Software: Best Tools to Build Your Tech Stack
• Best Marketing Operations Management Software

Originally published 8/9/22; updated 5/2/25.