CRM for marketing agencies
Client pipelines, retainers, and delivery visibility — often paired with project tools.
Agencies run two pipelines at once: new business (pitches and proposals) and the far more valuable retainer book that has to be renewed and grown. New logos get the attention; quietly churning retainers do the real damage. Project tools (Asana, Monday) track delivery, but they don't manage the proposal pipeline or flag a retainer that's drifting toward non-renewal.
The CRM picks below focus on new-business pipeline, retainer renewal and upsell tracking, and referral nurturing — usually paired with a PM tool that owns delivery, so the commercial side has its own home.
Comparativa clasificada
| # | Tool | Starting price | Rating | Action |
|---|---|---|---|---|
| 1 | HubSpot | Free | 4.4/5(11,200) | Try HubSpot |
| 2 | monday.com | $9/mo | 4.7/5(12,000) | Try monday.com |
| 3 | ActiveCampaign | $15/mo | 4.5/5(10,300) | Try ActiveCampaign |
| 4 | Pipedrive | $14/mo | 4.5/5(8,200) | Try Pipedrive |
| 5 | Brevo | Free | 4.5/5(2,200) | Try Brevo |
Qué importa para marketing agencies
- New-business pipeline for pitches and proposals with custom stages
- Retainer renewal and upsell tracking, not just one-off deal closing
- Referral and partner-source attribution for agency word-of-mouth
- Client-health visibility so at-risk retainers surface before they churn
- Integrates with Asana / Monday-style PM tools that own delivery
Preguntas frecuentes
We use Asana/Monday already — isn't that enough?
Those manage delivery, not the commercial pipeline. They won't run your proposal stages, retainer renewals, or referral nurture. Most agencies pair a CRM for sales/retention with a PM tool for execution; the picks below note which integrate well.
How does a CRM protect retainer revenue?
It tracks renewal dates and client-health signals and prompts a check-in or upsell ahead of renewal, so a quietly unhappy retainer gets attention before it cancels — usually the agency's biggest, least-managed revenue risk.
¿Esto reemplaza mi software específico del sector?
Client pipelines, retainers, and delivery visibility — often paired with project tools.
¿Cuál es la opción número 1 para marketing agencies?
Clasificamos HubSpot en primer lugar para la mayoría de equipos de marketing agencies basándonos en adopción, transparencia de precios y adecuación para flujos de seguimiento — verifícalo con tu stack actual.
¿Cuánto cuesta empezar con un CRM?
Varias opciones empiezan desde $0/mes o incluyen un plan gratuito; presupuesta SMS e integraciones por separado.