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.

Jaki jest wybór nr 1 dla marketing agencies?

Stawiamy HubSpot na pierwszym miejscu dla większości zespołów marketing agencies na podstawie popularności, przejrzystości cen i dopasowania do procesów follow-up — zweryfikuj względem swojego istniejącego stosu.

Ile kosztuje rozpoczęcie z CRM?

Kilka opcji zaczyna od $0/mies. lub ma darmowy plan; SMS i integracje zaplanuj oddzielnie.

Redakcyjny poradnik · crm for marketing agency

CRM for marketing agencies

Client pipelines, retainers, and delivery visibility — often paired with project tools.

Zobacz też: strona przeglądu branży

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.

Klasyfikowane porównanie

#	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

Co jest ważne dla 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

#01

HubSpot

Wszechstronna platforma CRM, marketing i sprzedaż.

CRM

HubSpot łączy sprzedaż, marketing i obsługę klienta na jednej platformie — z darmowym CRM i potężną automatyzacją.

4.4(11.2k)

Bezpłatny

#02

monday.com

Work OS — boards for sales, projects, ops, and anything else.

Project management

monday.com started as project management and expanded into a configurable Work OS — including a sales CRM that punches above its weight.

4.7(12.0k)

$9/mies.

#03

ActiveCampaign

Marketing automation with a real CRM attached.

Marketing automation

ActiveCampaign leads with automation depth — branching workflows, conditional content, and the best automation builder UX in the category.

4.5(10.3k)

$15/mies.

#04

Pipedrive

Visual sales CRM built for closers.

CRM

Pipedrive is laser-focused on the pipeline view — drag-and-drop deals, simple automation, fair pricing. Designed by salespeople, for salespeople.

4.5(8.2k)

$14/mies.

#05

Brevo

Affordable all-in-one marketing platform (formerly Sendinblue).

Email marketing

Brevo bundles email, SMS, WhatsApp, chat, and CRM with the most generous free tier in the category.

4.5(2.2k)