CRM for Agencies (2026)
Start with the right CRM for your agency workflow — then sanity-check with alternatives before you commit.
Practical, agency-first picks — with clear trade-offs and comparison paths.
Last updated: 2026-01-09
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Start with these guides
Pick a starting point, then use alternatives and comparisons to sanity-check your choice.
Best CRM guides
Pipelines, follow‑ups, and client context — without enterprise overhead.
- Best CRM for Small Agenciesquick picks + trade-offs
- Best CRM for Marketing Agenciescampaign & client workflow
- Best Sales CRM for Agenciespipeline-first
Sanity‑check before you buy
Use these to validate fit and avoid switching costs later.
- CRM alternatives for small agencieswhat to pick instead
Build your full stack
CRM usually connects to proposals, project delivery, and invoicing.
- Stack builderchoose tools by scenario
- Tools directorybrowse all categories
Quick decision checklist
- What’s non‑negotiable (integrations, approvals, reporting)?
- Do you need client access (portals, guest roles, permissions)?
- How fast do you need to be live (today vs. next month)?
- What will break first as you grow (users, pipelines, automation)?