1970 Buyer's Guide

Best Customer Relationship Management (CRM) for Agencies

Agencies need software for project profitability, client visibility, and team utilization.

Why Agencies teams need Customer Relationship Management (CRM)

Centralize customer data, pipelines, and communication to grow revenue and retention. Agencies need software for project profitability, client visibility, and team utilization.

Top picks

Best Overall

Hello Bar & Subscribers

Highest overall fit score

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Side-by-side comparison

Vendor	Fit Score	Pricing	Best Team Size	Setup	Key Features
Hello Bar & Subscribers	78	$0–$50/mo	1-10, 11-50	easy	pop-ups, exit-intent technology, announcement bars	View
OnepageCRM	78	$0–$50/mo	1-10, 11-50	easy	next action sales, contact management, deal management	View
Iconosquare	75	$50–$200/mo	1-10, 11-50	easy	social media analytics, content scheduling, competitor benchmarking	View
lemlist	75	$50–$200/mo	1-10, 11-50	easy	email sequences, cold email personalization, LinkedIn automation	View
Leadpages	75	$50–$200/mo	1-10, 11-50	easy	drag-and-drop builder, pre-built templates, A/B testing	View
Laxis	75	$50–$200/mo	1-10, 11-50	easy	AI meeting transcription, real-time summarization, speaker identification	View
Landingi	75	$50–$200/mo	1-10, 11-50	easy	drag-and-drop editor, pre-built templates, A/B testing	View
Kaspr	75	$50–$200/mo	1-10, 11-50	easy	email finder, phone number finder, LinkedIn scraper	View

Common pain points

• Scope creep
• Low utilization
• Missed deadlines
• Margin erosion
• Client status fire drills

Desired outcomes

Higher utilization
Tighter scope control
On-time delivery
Improved margins
Proactive client comms

Buying guide

What is Customer Relationship Management (CRM)?

Customer Relationship Management (CRM) is software that helps teams centralize customer data, pipelines, and communication to grow revenue and retention..

Why Agencies teams adopt it

Agencies organizations adopt Customer Relationship Management (CRM) to address the pain points listed above and unlock the outcomes their leadership cares about.

Key features to look for

pop-ups • exit-intent technology • announcement bars • sliders • page takeovers • A/B testing

Expected ROI

Most Agencies teams see measurable ROI within 3–6 months through time savings, higher conversion, and reduced manual work.

Pricing ranges

Entry plans typically run $20–$80/user/month, mid-market $80–$200/user/month, enterprise deals are usually negotiated.

Implementation timeline

Plan for 2–6 weeks for SMB rollouts and 2–4 months for enterprise deployments depending on integrations and data migration.

Common mistakes

Skipping requirements, underestimating change management, no executive sponsor, ignoring integrations, picking by price alone.

Questions to ask vendors

What's a realistic onboarding timeline? What integrations are native vs. via middleware? What does the data model look like? Who handles support? What's the actual price after year-1?

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