CRM & sales
Pipedrive
Sales-focused CRM for managing deals, synchronizing email and automating follow-ups with a visual pipeline.
CRM software for marketing agencies.
An agency managing client accounts has different requirements from an agency tracking only its own sales. Compare sub-account allowances, email usage and per-seat pricing before choosing.
Start with these decision criteria
- Separate your agency sales process from client delivery requirements.
- Calculate seats, sub-accounts, messaging usage and migration effort.
- Confirm client permissions and whether white-label functionality is included in the priced plan.
Example shortlist: Marketing agency, 3 users, $300 monthly budget. Scores use documented capabilities and default fit weights.
100/100 fit for this scenario
100/100 fit for this scenario
CRM & sales
HighLevel
Agency-oriented customer management platform combining pipelines, websites, scheduling and marketing workflows across client accounts.
100/100 fit for this scenario
CRM & sales
Close
Sales CRM integrating calling, email and SMS with deal management and automated outreach workflows.
78/100 fit for this scenario
Email marketing
ActiveCampaign
Marketing platform for businesses needing email campaigns, automated customer journeys, segmentation and CRM connections.
78/100 fit for this scenario
Email marketing
Brevo
Email and multichannel marketing platform with automation and sales tools for small businesses.
What changes the answer?
A different team size, billing preference, contact volume or required integration can change this order. Use the builder to see the assumptions and tailor the shortlist.
Personalize this shortlist