Choose a CRM Without Mistakes

TOP 14 CRMs for Digital Agencies: Overview & Selection

Best CRMs for Digital Marketing Agencies: Ranking and Review

Rating

Choose a CRM Without Mistakes

№1

LP-CRM

LP-CRM - Ukrainian CRM for product business, e-commerce and services. Optimize sales, automate processes and increase the profit of your digital agency! User-friendly interface and powerful functionality.

Advantages

  • Зростання прибутків. Automate the sales funnel, improve communication with customers, increase the average check and profit.
  • Time saving. Automation of routine, integrations and templates allow you to pay more attention to important tasks.
  • Personalization. Keep the entire history of customers, make targeted offers and build strong relationships.
  • Reporting and analytics. Get full control over your business, analyze data and make informed decisions.

Features

  • Convenient integration
  • Process automation
  • Real-time reporting
  • Lead management
  • Personalized support
LP-CRM
№2

CPAshka

CPAshka - CRM for dropshipping in Ukraine. Automate dropshipper accounting, optimize sales, and increase profits. Ideal for digital agencies working with eCommerce.

Advantages

  • Automation of dropshipping. CPAshka automates the accounting of orders, payments and inventory balances.
  • Accurate accounting of dropshippers. Automatic calculation of commissions and payments to each dropshipper, without manual calculations.
  • Integration with platforms. Easy integration with popular platforms and delivery services for convenience.
  • Reporting and analytics. Detailed reports on sales, profit and dropshipper performance.

Features

  • CRM for agencies
  • Easy start
  • Integrations
  • Reports to clients
  • Lead management
CPAshka
№3

Creatio (Sales)

Creatio (Sales) - low-code CRM platform that accelerates sales and improves customer experience. Automate your digital agency's business processes to focus on growth and profitability.

Advantages

  • Automation. Frees up time for creativity and strategy, minimizes routine.
  • Flexible settings. Easily adapt the system to your business needs.
  • Transparent analytics. Clear reports for effective project management.
  • Sales acceleration. More deals, less effort through automation.

Features

  • Process automation
  • Easy setup
  • User-friendly interface
  • Real-time reporting
  • Integration with services
Creatio (Sales)
№4

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales: CRM for digital agencies with deep integration with Microsoft 365. Automate sales, manage customers, and close deals faster. Boost team productivity with Copilot. Optimize your sales funnel!

Advantages

  • Integration with 365. Convenient work in a familiar environment, no switching between applications.
  • Copilot AI assistant. Automates reports, saves time on routine tasks, provides insights.
  • Sales growth. Optimize the sales funnel, increase profits, attract customers.
  • Data analysis. Make informed decisions based on accurate data.

Features

  • For agency: Sales automation
  • Project management
  • Customer base analysis
  • Performance reporting
  • Integration with tools
Microsoft Dynamics 365 Sales
№5

Keap (ex-Infusionsoft)

Keap (ex-Infusionsoft) - CRM with marketing automation, built to grow your digital agency. Automate sales and marketing to focus on clients and business growth.

Advantages

  • Marketing automation. Attract more clients with targeted campaigns.
  • Data centralization. Store all customer information in one place.
  • Sales optimization. Increase lead-to-customer conversion through automation.
  • Personalized experience. Create unique communication with each client, increasing loyalty.

Features

  • CRM: Optimizes sales
  • Increases loyalty
  • Convenient analytics
  • Process automation
  • Easy integration
Keap (ex-Infusionsoft)
№6

HubSpot CRM

HubSpot CRM - a powerful platform for digital agencies. Free CRM at the core + marketing, sales and customer support tools in one place. Optimize all processes and increase profits!

Advantages

  • Free core. Start managing customers and deals today at no cost.
  • Full platform. Marketing, sales and support - all in one place for efficient work.
  • Automation. Automate routine tasks to focus on strategy.
  • Profit growth. Optimize processes and increase profits by attracting more customers.

Features

  • Marketing automation
  • Convenient integration
  • Free CRM
  • Unified platform
  • Reporting and analytics
HubSpot CRM
№7

Salesforce Sales Cloud

Salesforce Sales Cloud - the leading CRM system for digital agencies. Build powerful sales funnels, get deep analytics, and improve customer interaction. Optimize business processes and increase profits!

Advantages

  • Increasing sales. Salesforce Sales Cloud helps you find, attract, and retain more customers, increasing profits.
  • Improving analytics. Get deeper reports on customers and their needs, make informed decisions.
  • Automation of routine. Forget about repetitive tasks, focus on business development.
  • Data centralization. All customer information in one place, easy access for the whole team.

Features

  • CRM: Automation
  • Convenience
  • Analytics
  • Reporting
  • Integrations
Salesforce Sales Cloud
№8

Agile CRM

Agile CRM is a CRM that unifies sales, marketing, and customer support in a single platform. It's the perfect solution for digital agencies seeking efficient process organization and increased customer satisfaction.

Advantages

  • All in one place. With Agile CRM, sales, marketing, and service are unified for efficiency.
  • Resource savings. Optimize costs with an integrated solution for all teams.
  • Increased productivity. Automate routine tasks so the team can focus on growth.
  • Improved communication. A single customer database for seamless interaction.

Features

  • All in one place
  • Ease of use
  • Clear analytics
  • Process automation
  • Customer support
Agile CRM
№9

Pipedrive

Pipedrive - CRM built to increase your sales. Visualize your sales pipeline, track deals at every stage, and convert leads into customers. Ideal for digital agencies looking to maximize results!

Advantages

  • Clear sales funnels. Visualize deals and forecast revenue. Easily track progress!
  • Automation of routine. Automate emails, calls, and tasks. Forget about repetitive actions!
  • Real-time reporting. Get instant data on team performance and deals. Make informed decisions!
  • Simple customer management. All customer information in one place. Convenient access and team collaboration!

Features

  • User-friendly interface
  • Sales visualization
  • Automation of routine
  • Effective reporting
  • Integrations with tools
Pipedrive
№10

KeyCRM

KeyCRM - Ukrainian CRM for digital agencies. Automate orders from all channels, customer communications, warehouse accounting and analytics in one place. Optimize workflows and increase profits with KeyCRM!

Advantages

  • Everything in one place. Orders, chats, warehouse and analytics - manage your business effectively from a single KeyCRM platform.
  • Automation of routine. Automate repetitive tasks, free up time for development and creativity.
  • Clear analytics. Get clear reports to see the big picture of your business and make informed decisions.
  • Ukrainian support. We are always there to help you every step of the way, in your native language.

Features

  • Business automation
  • Convenient management
  • All channels in one place
  • Analytics and reports
  • Ukrainian support
KeyCRM
№11

SuiteCRM

SuiteCRM - a powerful open-source CRM, ideal for digital agencies. Flexible customization allows you to adapt the system to your unique needs and automate all business processes.

Advantages

  • Free code. Open source gives you complete control over the system and savings.
  • Customization. Adapt the system to the needs of your business, without restrictions.
  • Integrations. Easily integrates with other services and platforms.
  • Scalability. Develop the system along with the growth of your business.

Features

  • Convenient project management
  • Sales automation
  • Flexible customization
  • Integration with tools
  • Support for digital processes
SuiteCRM
№12

Nutshell

Nutshell - CRM + email marketing, created for B2B. Optimize sales, automate mailings, and analyze campaign performance. The perfect solution for digital agencies looking to grow!

Advantages

  • Email integration. Attract more leads with automated mailings and track their activity.
  • Simple lead management. Organize sales, track deals, and build strong customer relationships.
  • Clear analytics. Get clear reports to improve strategies and increase profits.
  • Task automation. Free up time for creativity by delegating routine tasks to Nutshell.

Features

  • Simple integration
  • Intuitive interface
  • Automated reports
  • Customer support
  • B2B-oriented
Nutshell
№13

Close

Close - CRM designed for sales teams that focus on calls and automated email campaigns. An ideal choice for digital agencies looking to increase the efficiency of customer communications and automate the sales process.

Advantages

  • Increased productivity. Optimize the sales funnel, automate communication with customers.
  • Simple calls and email. Save time, make more calls, and send personalized emails.
  • Improved reporting. Get accurate sales data, track team progress.
  • Data centralization. All customer information in one place, easy access for the team.

Features

  • CRM for digital: Process automation
  • Reporting on clients
  • Integration with tools
  • Project management
  • Communication optimization
Close
№14

Insightly

Insightly - CRM and project management in one tool, ideal for digital agencies. Integrations with other services make work more efficient. Optimize customer relationships and projects with Insightly!

Advantages

  • Productivity growth. Optimize team performance and speed up project execution.
  • Effective communication. Share information, avoid misunderstandings.
  • Convenient project management. Track progress, control deadlines and resources.
  • Integration with tools. Connect your favorite services for comprehensive work.

Features

  • Sales automation
  • Project management
  • Integration with mail
  • Reporting and analytics
  • User-friendly interface
Insightly
General Table

CRM Comparison Table

# Product For Whom Functionality Trial Approximate Price From
1LP-CRMProduct business, e-commerce, servicesAutomation, integration, reportingFree version for up to 50 orders per monthfrom $9/month
2CPAshkaDropshippers, digital agenciesDropshipper accounting, sales automation, CRM systemFree for the first 100 leadsfrom $5/month
3Creatio (Sales)Digital agencies, sales, CRMSales automation, customer management, low codeFree trial accessprice on request
4Microsoft Dynamics 365 SalesDigital agencies, salesSales automation, customer management, Copilot30-day trialfrom $65/month per user
5Keap (ex-Infusionsoft)Digital agencies, entrepreneursMarketing automation, CRM, sales.Test (free)from $159/month
6HubSpot CRMDigital agencies, marketingAutomation, integration, analyticsFree planfrom $20/month per user
7Salesforce Sales CloudDigital agencies, salesContact management, sales automation, reports and analytics30 day testfrom $25/month per user
8Agile CRMDigital agencies, small businessesMarketing automation, sales management, customer supportFree plan (up to 10 users)from $8.99/user/month
9PipedriveSmall business, salesSales funnel, deal tracking, lead conversion14 days trialfrom $14.90/month per user
10KeyCRMDigital agencies, marketingAutomation, integration, analyticsTest 14 daysfrom $19/month
11SuiteCRMDigital agencies, businessCustomization, automation, integrationOpen source software (free)from $0/month (self-hosted)
12NutshellB2B, digital agenciesCRM, email marketing, automation14 day trialfrom $16/month per user
13CloseDigital agencies, salesCalls, email campaigns, automation14 day testfrom $49/month per user
14InsightlyDigital agencies, marketingCRM, project management, integrations14-day testfrom $29/month per user
FAQ

FAQ

? What does an agency automation system provide?
Process optimization, improved communication, reporting
? What are the main functions needed?
Project management, client management, sales, analytics
? How to choose a suitable system?
Determine needs, budget, integration with tools
? Is integration with existing services complex?
Depends on the system, but most have APIs for integrations
? How much does implementation and support cost?
Cost depends on the chosen system, features, and tariff