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Buyer's guide · 11 tools compared

Best CRM for marketing agencies (2026)

Marketing and service agencies usually need a CRM that can hold many client accounts, keep contacts and users cheap to add, and ideally let you white-label the client experience. Most per-seat CRMs get expensive as you add client users; agency platforms price per account instead.

Below are the CRMs in our index that fit agency work, with the price each vendor publishes. GoHighLevel is built around sub-accounts and white-label; HubSpot, Close, Capsule, folk and Attio are per-seat (or free-tier) CRMs that some agencies still prefer for a single company or a leaner stack.

By RevOps Agent IndexLast check How we chose

11 tools, 11 with public pricing. Every price and integration below was checked on the vendor's own site. Order is not a quality ranking.

At a glance

Prices as published by each vendor. Confirm current plans and scope before you buy.

Best CRM for marketing agencies: best for, pricing and CRM support
ToolBest forPricingFree planHubSpotSalesforce
01GoHighLevelAgencies that want flat pricing, client sub-accounts and white-label (or SaaS Mode on Agency Pro).Starter $97/mo (3 sub-accounts), Unlimited $297/mo (unlimited sub-accounts), Agency Pro $497/mo (SaaS mode), or $970, $2,970 and $4,970 billed yearly; unlimited contacts and users on all plans; usage-based charges for phone, SMS, email and AI; AI Employee add-on from $50/mo per sub-accountNoUnknownUnknown
02HubSpot BreezeAgencies running one company (or a few) on a free CRM tier that can grow into Marketing/Sales hubs.Customer Platform: Free €0; Starter €7/seat/mo (marked limited-time 65% off); Professional €90/seat/mo; Enterprise €175/seat/mo (annual, shown in EUR)YesYesYes
03CloseSales-led agencies that want calling, email, SMS and an AI agent (Chloe) inside the CRM.Solo $9, Essentials $35, Growth $99, Scale $139 per user/mo billed annually ($19, $49, $109, $149 billed monthly)NoYesUnknown
04Capsule CRMSmall agencies wanting a simple CRM with a free plan (2 users, 250 contacts).Free $0 (2 users, 250 contacts); Starter $18, Growth $36, Advanced $54, Ultimate $72 per user/mo billed annually (annual saves up to 18%); Marketing add-on (Transpond) from $11/moYesUnknownUnknown
05StreakAgencies whose own sales team lives in Gmail and wants pipelines inside the inbox (free email tools; CRM from $49/user/mo annual).Free (email power tools: tracking, snippets, 50 mail merges/day; no CRM pipelines); Pro $49, Pro+ $69, Enterprise $129 per user/mo billed annually ($59, $89, $159 billed monthly)YesUnknownUnknown
06SalesflareSmall B2B agencies that want a CRM that fills itself from email and calendar, with a 30-day trial.Growth $29, Pro $49, Enterprise $99 per user/mo billed annually ($39, $64, $124 billed monthly); Enterprise minimum 5 users; lead credit packs 250/$39, 500/$69, 1,000/$129NoUnknownUnknown
07folkRelationship-led agencies and talent/ops teams that want a lightweight CRM with a short trial.Standard $24, Premium $48, Enterprise from $80 per member/mo billed annually ($30, $60, from $100 billed monthly; annual saves 20%)NoUnknownUnknown
08AttioProduct-minded agencies that want a flexible data model and a free plan to start.Free €0; Plus €31/user/mo; Pro €74/user/mo (annual; €39/€93 monthly); Enterprise: talk to salesYesYesYes
09Day.aiTeams that want a CRM that fills itself from conversations, with a free plan.Free $0; Turbo $24/agent/mo; Professional $60/agent/mo; Executive $200/agent/mo (volume discounts)YesUnknownUnknown
10LightfieldAI-native CRM for teams starting fresh rather than migrating a large agency book.$89/user/mo (founders); $999/mo (small teams); $1,999/mo (scaling); extra capture seat $200/moNoYesYes
11RoxAE-facing agent CRM when the agency's own sales motion needs an AI workspace.$100/mo (individual); $255/mo (teams); Enterprise: contact salesNoYesYes

What to look for

  • Account model: per-seat versus flat agency pricing with client sub-accounts.
  • White-label: can clients log into your brand, not the vendor's?
  • Free plan or trial so you can test before migrating clients.
  • Built-in marketing: funnels, email/SMS, calendars, or do you bolt those on?
  • CRM integrations if you still keep HubSpot or Salesforce for one client.

Product facts come from each vendor's own site, checked 2026-11-04. No hands-on benchmark or star rating is claimed.

The tools

  1. 1

    GoHighLevel

    Best for: Agencies that want flat pricing, client sub-accounts and white-label (or SaaS Mode on Agency Pro).

    All-in-one CRM and marketing platform built for agencies: pipelines, funnels, email and SMS, calendars, workflow automation and Conversation/Voice AI, with white-label sub-accounts.

    Free trial

    Pricing
    Starter $97/mo (3 sub-accounts), Unlimited $297/mo (unlimited sub-accounts), Agency Pro $497/mo (SaaS mode), or $970, $2,970 and $4,970 billed yearly; unlimited contacts and users on all plans; usage-based charges for phone, SMS, email and AI; AI Employee add-on from $50/mo per sub-account (public pricing)

    CRM
    HubSpot: Unknown. Salesforce: Unknown. Free plan: No.

    Visit GoHighLevel Full listing

    Source: gohighlevel.com, checked 2026-11-03.

  2. 2

    HubSpot Breeze

    Best for: Agencies running one company (or a few) on a free CRM tier that can grow into Marketing/Sales hubs.

    HubSpot's AI layer (Breeze assistant and agents) across the HubSpot customer platform, including data and prospecting agents.

    HubSpot Salesforce Free plan

    Pricing
    Customer Platform: Free €0; Starter €7/seat/mo (marked limited-time 65% off); Professional €90/seat/mo; Enterprise €175/seat/mo (annual, shown in EUR) (public pricing)

    CRM
    HubSpot: Yes. Salesforce: Yes. Free plan: Yes.

    Visit HubSpot Breeze Full listing

    Source: hubspot.com, checked 2026-10-18.

  3. 3

    Close

    Best for: Sales-led agencies that want calling, email, SMS and an AI agent (Chloe) inside the CRM.

    Sales CRM for small teams with built-in calling, email, SMS and AI features, and a HubSpot sync for marketing data.

    HubSpot Free trial

    Pricing
    Solo $9, Essentials $35, Growth $99, Scale $139 per user/mo billed annually ($19, $49, $109, $149 billed monthly) (public pricing)

    CRM
    HubSpot: Yes. Salesforce: Unknown. Free plan: No.

    Visit Close Full listing

    Source: close.com, checked 2026-10-27.

  4. 4

    Capsule CRM

    Best for: Small agencies wanting a simple CRM with a free plan (2 users, 250 contacts).

    Simple CRM for small businesses: sales pipelines, project boards, workflow automations, AI contact enrichment and summaries, with Transpond email marketing as a native add-on.

    Free trial Free plan

    Pricing
    Free $0 (2 users, 250 contacts); Starter $18, Growth $36, Advanced $54, Ultimate $72 per user/mo billed annually (annual saves up to 18%); Marketing add-on (Transpond) from $11/mo (public pricing)

    CRM
    HubSpot: Unknown. Salesforce: Unknown. Free plan: Yes.

    Visit Capsule CRM Full listing

    Source: capsulecrm.com, checked 2026-10-27.

  5. 5

    Streak

    Best for: Agencies whose own sales team lives in Gmail and wants pipelines inside the inbox (free email tools; CRM from $49/user/mo annual).

    CRM that lives inside Gmail: shared pipelines, boxed email threads, mail merge, snippets, and AI credits for drafting and pipeline help, aimed at small teams that sell from their inbox.

    Free trial Free plan

    Pricing
    Free (email power tools: tracking, snippets, 50 mail merges/day; no CRM pipelines); Pro $49, Pro+ $69, Enterprise $129 per user/mo billed annually ($59, $89, $159 billed monthly) (public pricing)

    CRM
    HubSpot: Unknown. Salesforce: Unknown. Free plan: Yes.

    Visit Streak Full listing

    Source: streak.com, checked 2026-10-29.

  6. 6

    Salesflare

    Best for: Small B2B agencies that want a CRM that fills itself from email and calendar, with a 30-day trial.

    Automated CRM for small B2B teams: it fills contacts and companies from email and calendars, tracks email and website visits, and works from Gmail, Outlook, LinkedIn and a mobile app.

    Free trial

    Pricing
    Growth $29, Pro $49, Enterprise $99 per user/mo billed annually ($39, $64, $124 billed monthly); Enterprise minimum 5 users; lead credit packs 250/$39, 500/$69, 1,000/$129 (public pricing)

    CRM
    HubSpot: Unknown. Salesforce: Unknown. Free plan: No.

    Visit Salesflare Full listing

    Source: salesflare.com, checked 2026-11-03.

  7. 7

    folk

    Best for: Relationship-led agencies and talent/ops teams that want a lightweight CRM with a short trial.

    AI CRM for small sales teams: pipelines, contact enrichment, email campaigns and sequences, a LinkedIn extension and AI assistants for research and follow-ups.

    Free trial

    Pricing
    Standard $24, Premium $48, Enterprise from $80 per member/mo billed annually ($30, $60, from $100 billed monthly; annual saves 20%) (public pricing)

    CRM
    HubSpot: Unknown. Salesforce: Unknown. Free plan: No.

    Visit folk Full listing

    Source: folk.app, checked 2026-11-04.

  8. 8

    Attio

    Best for: Product-minded agencies that want a flexible data model and a free plan to start.

    AI-native CRM with automatic enrichment, workflows, call intelligence and agents.

    HubSpot Salesforce Free trial Free plan

    Pricing
    Free €0; Plus €31/user/mo; Pro €74/user/mo (annual; €39/€93 monthly); Enterprise: talk to sales (public pricing)

    CRM
    HubSpot: Yes. Salesforce: Yes. Free plan: Yes.

    Visit Attio Full listing

    Source: attio.com, checked 2026-10-18.

  9. 9

    Day.ai

    Best for: Teams that want a CRM that fills itself from conversations, with a free plan.

    AI-native CRM and agents that capture context from email, meetings and Slack automatically.

    Free plan

    Pricing
    Free $0; Turbo $24/agent/mo; Professional $60/agent/mo; Executive $200/agent/mo (volume discounts) (public pricing)

    CRM
    HubSpot: Unknown. Salesforce: Unknown. Free plan: Yes.

    Visit Day.ai Full listing

    Source: day.ai, checked 2026-10-18.

  10. 10

    Lightfield

    Best for: AI-native CRM for teams starting fresh rather than migrating a large agency book.

    AI-native CRM that captures conversations and runs pipeline and outbound automations.

    HubSpot Salesforce

    Pricing
    $89/user/mo (founders); $999/mo (small teams); $1,999/mo (scaling); extra capture seat $200/mo (public pricing)

    CRM
    HubSpot: Yes. Salesforce: Yes. Free plan: No.

    Visit Lightfield Full listing

    Source: lightfield.app, checked 2026-10-18.

  11. 11

    Rox

    Best for: AE-facing agent CRM when the agency's own sales motion needs an AI workspace.

    Agentic revenue platform: account research, monitoring, outreach and deal management agents on your CRM data.

    HubSpot Salesforce

    Pricing
    $100/mo (individual); $255/mo (teams); Enterprise: contact sales (public pricing)

    CRM
    HubSpot: Yes. Salesforce: Yes. Free plan: No.

    Visit Rox Full listing

    Source: rox.com, checked 2026-10-18.

Build it in n8n instead?

A full agency CRM with white-label sub-accounts is not a realistic n8n build. Use n8n around the CRM: sync form leads into the right sub-account, alert owners in Slack, and push reporting into a sheet.

Read the RevOps Copilots & Agent Builders build-vs-buy guide
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FAQ

What is the best CRM for a marketing agency?

It depends on whether you need client sub-accounts. GoHighLevel prices per agency account with sub-accounts and white-label; HubSpot, Close, Capsule, folk and Attio price per seat (or offer a free plan) and suit a single company or a leaner stack. The table above shows published prices.

Does GoHighLevel work as a white-label CRM?

Yes. HighLevel lets you white-label the desktop web app so clients see your brand. Agency Pro adds SaaS Mode for selling the platform under your own brand. See our GoHighLevel pricing page for plan differences.

Which agency CRMs have a free plan?

In this list, HubSpot, Capsule CRM, Streak (email tools only), Attio and Day.ai publish a free plan. GoHighLevel, Close, Salesflare and folk do not; GoHighLevel, Close and Salesflare offer a free trial.

Keep researching

GoHighLevel pricing

GoHighLevel vs HubSpot

GoHighLevel alternatives

All RevOps Copilots & Agent Builders tools

All buyer's guides

Monthly vs annual pricing study

GoHighLevel

RevOps Copilots & Agent Builders

All-in-one CRM and marketing platform built for agencies: pipelines, funnels, email and SMS, calendars, workflow automation and Conversation/Voice AI, with white-label sub-accounts.

Free trial
Public pricingStarter $97/mo (3 sub-accounts), Unlimited $297/mo (unlimited sub-accounts), Agency Pro $497/mo (SaaS mode), or $970, $2,970 and $4,970 billed yearly; unlimited contacts and users on all plans; usage-based charges for phone, SMS, email and AI; AI Employee add-on from $50/mo per sub-account
See pricing & alternatives Visit GoHighLevel

HubSpot Breeze

RevOps Copilots & Agent Builders

HubSpot's AI layer (Breeze assistant and agents) across the HubSpot customer platform, including data and prospecting agents.

HubSpot Salesforce Free plan
Public pricingCustomer Platform: Free €0; Starter €7/seat/mo (marked limited-time 65% off); Professional €90/seat/mo; Enterprise €175/seat/mo (annual, shown in EUR)
See pricing & alternatives Visit HubSpot Breeze

Close

RevOps Copilots & Agent Builders

Sales CRM for small teams with built-in calling, email, SMS and AI features, and a HubSpot sync for marketing data.

HubSpot Free trial
Public pricingSolo $9, Essentials $35, Growth $99, Scale $139 per user/mo billed annually ($19, $49, $109, $149 billed monthly)
See pricing & alternatives Visit Close
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