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Last updated: August 2026

Agency CRM: The Best Tools Compared in 2026

We reviewed the leading Agency CRM platforms for US marketing and sales teams — comparing starting prices in USD, free plans and trials, feature depth, integrations and user ratings from G2, Capterra, GetApp, TrustRadius and Gartner Peer Insights. 9 vendors from our CRM category are compared side by side, with every detail on this page — no extra clicks required.

Scores from 5 review platformsIndependent comparisonTransparent pricing

9 vendors compared

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MOCO Logo
1
4.6

Overall score

  • G24.6
  • Capterra4.7
  • GetApp4.6
  • TrustRadius4.7
  • Gartner Peer Insights4.2

Average score across 5 review platforms

MOCO

Agency software: Projects, time, invoices

Headquarters: Switzerland30 days free (everii Switzerland GmbH); Zurich; Agency Software
  • Project planning, time tracking, and invoicing linked.
  • Team utilization at a glance.
  • GDPR compliant with EU hosting.

Top 3 pros

  • Perfect for agencies
  • Very intuitive
  • Fair pricing

Top 3 cons

  • No classic CRM module
  • Few integrations

from $15 / month

Pro: $25 / month

30 days free trial

Start free trial
Productive Logo
2
4.5

Overall score

  • G24.5
  • Capterra4.6
  • GetApp4.5
  • TrustRadius4.6
  • Gartner Peer Insights4.1

Average score across 5 review platforms

Productive

All-in-one platform for agencies

Headquarters: CroatiaAgency Software
  • From deal to project to invoice.
  • Live budgets and profitability per project.
  • Resource planning with utilization forecast.

Top 3 pros

  • Covers the entire agency lifecycle
  • Strong profit tracking
  • Modern UI

Top 3 cons

  • Complex onboarding
  • Mobile app needs improvement

from $11 / month

Pro: $25 / month

Try for free for 14 days

Start free trial
HubSpot Logo
3
4.4

Overall score

  • G24.4
  • Capterra4.5
  • GetApp4.5
  • TrustRadius4.7
  • Gartner Peer Insights4.1

Average score across 5 review platforms

HubSpot

Best All-in-One Platform with Free Entry

Headquarters: USAAffiliate program30% recurring / 180-day cookie; Forever Free; Enterprise Plan; Event Workflows; Free CRM; AI CRM; Startup Discounts; Overview/Comparison Page
  • Sales, Marketing, Service, and CMS run on a common data model – one contact, one history, no sync issues between tools.
  • The free plan already includes contact management, email tracking, meeting links, and forms, and can be expanded without migration.
  • Over 1,500 integrations and a mature API make HubSpot the hub for existing tool landscapes.

Top 3 pros

  • One system for Marketing, Sales, and Service
  • Excellent onboarding and learning resources
  • Scales from startup to enterprise

Top 3 cons

  • Significant price jump to Professional
  • Contact-based billing quickly becomes expensive
  • Annual contracts with fixed terms

from $20 / month

Pro: $890 / month

Free Plan

Perpetually, no credit card required

Start free trial
Pipedrive Logo
4
4.4

Overall score

  • G24.3
  • Capterra4.5
  • GetApp4.5
  • TrustRadius4.6
  • Gartner Peer Insights4.2

Average score across 5 review platforms

Pipedrive

Streamlined Sales CRM with Visual Pipeline

Headquarters: EstoniaAffiliate program
  • The Kanban pipeline is set up in minutes and, from experience, is consistently maintained by sales teams even without training.
  • Automations handle follow-ups, tasks, and deal stage changes, so the team focuses on conversations instead of data maintenance.
  • With over 400 Marketplace apps, telephony, email marketing, and accounting can be seamlessly integrated.

Top 3 pros

  • Visual pipeline, set up in minutes
  • Very good value for money
  • Over 400 integrations

Top 3 cons

  • Marketing automation only as an add-on module
  • Reporting limited in basic plan
  • No true ticketing system

from $24 / month

Pro: $69 / month

Try for free for 14 days

Full functionality

Start free trial
GoHighLevel Logo
5
4.4

Overall score

  • G24.4
  • Capterra4.5
  • GetApp4.4
  • TrustRadius4.5
  • Gartner Peer Insights4.0

Average score across 5 review platforms

GoHighLevel

White-label marketing platform for agencies

  • Resell CRM, funnels, SMS and reviews under your own brand.
  • Snapshots clone a full client setup in minutes.
  • Unlimited sub-accounts on the agency plan.

Top 3 pros

  • Built for agencies
  • White-label ready
  • Unlimited clients

Top 3 cons

  • Cluttered UI
  • Usage fees for SMS and calls

ab $97 / Monat

Pro: $297 / Monat

Try for free for 14 days

Start free trial
Copper Logo
6
4.4

Overall score

  • G24.4
  • Capterra4.5
  • GetApp4.4
  • TrustRadius4.5
  • Gartner Peer Insights4.0

Average score across 5 review platforms

Copper

CRM that lives inside Google Workspace

  • Contacts and deals update straight from Gmail.
  • Zero manual data entry for email threads.
  • Pipeline views tailored to agencies and services.

Top 3 pros

  • Deep Google integration
  • Quick onboarding
  • Clean UI

Top 3 cons

  • Google-only workflow
  • Limited customization

from $12 / month

Pro: $59 / month

Try for free for 14 days

Start free trial
weclapp Logo
7
4.3

Overall score

  • G24.3
  • Capterra4.4
  • GetApp4.3
  • TrustRadius4.4
  • Gartner Peer Insights3.9

Average score across 5 review platforms

weclapp

CRM and ERP from a single source – Made in Germany

Headquarters: Germany30 days free; 30 days free; German Server; German Provider
  • CRM, merchandise management, and accounting seamlessly integrate without interfaces.
  • Hosting in German data centers, fully GDPR-compliant.
  • Repeatedly awarded as ERP system of the year for SMEs.

Top 3 pros

  • CRM and ERP combined
  • Hosting in Germany
  • Strong SME focus

Top 3 cons

  • Interface looks conservative
  • Setup requires time

from $39 / month

Pro: $89 / month

30 days free trial

Start free trial
Insightly Logo
8
4.1

Overall score

  • G24.1
  • Capterra4.2
  • GetApp4.1
  • TrustRadius4.2
  • Gartner Peer Insights3.7

Average score across 5 review platforms

Insightly

CRM with project delivery built in

  • Won deals convert into projects automatically.
  • Custom objects model service businesses.
  • Marketing add-on shares the same records.

Top 3 pros

  • CRM plus projects
  • Flexible objects
  • Good value

Top 3 cons

  • Interface feels legacy
  • Add-ons needed

from $29 / month

Pro: $99 / month

Try for free for 14 days

Start free trial
Teamleader Logo
9
4.0

Overall score

  • G24.0
  • Capterra4.1
  • GetApp4.0
  • TrustRadius4.1
  • Gartner Peer Insights3.6

Average score across 5 review platforms

Teamleader

CRM and project management for agencies and service providers

Headquarters: BelgiumAffiliate program14 days free
  • Combines CRM functions like contact and offer management with project planning, time tracking, and invoicing in one integrated interface.
  • Integrations with accounting software, Outlook, and common marketing tools automatically transfer contacts and invoice data between systems.
  • Primarily relevant for agencies and smaller service businesses that want to manage customer relationships, projects, and billing without multiple disparate solutions.

Top 3 pros

  • Sales, projects, and billing in one tool
  • Good feature set for smaller teams at moderate costs
  • Integration with common accounting systems

Top 3 cons

  • Functionally limited for very complex sales processes
  • Fewer customization options than enterprise CRM systems
  • Reporting depth is less than specialized BI tools

Price on request (user-based)

Try for free for 14 days

Personal Demo

Custom quote

Book a demo

How to choose Agency CRM in 2026

Agency CRM tools consolidate work that teams otherwise split across several point solutions. This list covers 9 vendors from our CRM category that genuinely serve the use case and are available to US buyers. The average overall score across the rated vendors is 4.3 out of 5, and entry pricing ranges from ab 11€ / Monat – ab 97€ / Monat.

MOCO currently leads the list at 4.6/5: Agency software: Projects, time, invoices Productive follows closely at 4.5/5 — All-in-one platform for agencies If budget is the deciding factor, Productive offers the lowest entry point at from $11 / month.

You can evaluate most options before any purchase order: HubSpot offers a permanently free plan, while MOCO, Productive, Pipedrive and GoHighLevel run a free trial. Teamleader grant access through a guided demo only — come prepared with seat counts, data volumes and must-have integrations.

Headquarters matter for procurement and data processing: 6 of 9 vendors here are US-based, the rest are European. US teams selling into the EU should confirm data residency options and EU-US Data Privacy Framework participation early.

Pricing and trial options at a glance

VendorStarting priceTry itScoreHeadquarters
MOCOfrom $15 / monthFree trial4.6Schweiz
Productivefrom $11 / monthFree trial4.5Kroatien
HubSpotfrom $20 / monthFree plan4.4USA
Pipedrivefrom $24 / monthFree trial4.4Estland
GoHighLevelab $97 / MonatFree trial4.4–
Copperfrom $12 / monthFree trial4.4–
weclappfrom $39 / monthFree trial4.3Deutschland
Insightlyfrom $29 / monthFree trial4.1–

Six criteria that actually decide the shortlist

Fit with your core workflow

Feature counts matter less than whether the tool runs your main Agency CRM workflow without workarounds. Write down the three tasks your team performs daily and test exactly those.

Total cost, not list price

Entry prices such as ab 11€ / Monat – ab 97€ / Monat are typically per seat and month on annual billing. Add extra seats, contact tiers, onboarding fees and paid add-ons before comparing.

Integrations

Check whether your CRM, storefront, analytics and ad accounts connect natively or only through Zapier/Make. Native connectors reduce maintenance and prevent reporting gaps.

Security and compliance

Ask for SOC 2 status, data residency options, retention settings and consent handling. Teams with EU customers should also confirm DPA availability and Data Privacy Framework participation.

Onboarding and support

Implementation packages, response-time commitments and a maintained knowledge base decide whether a tool is still in use after three months. Clarify support tiers before signing.

Exit and data portability

Contract term, notice period and export formats belong in the evaluation. CSV or API exports on demand keep you free to switch later.

Which option fits which team

Solo operators and small teams

HubSpot covers the entry level without a big budget. Prioritize fast setup, few required fields and pricing that scales only as you grow.

Mid-market teams with established processes

MOCO and Productive provide the broadest functional base in this list and adapt to existing workflows. Look closely at roles and permissions plus automations that span departments.

Enterprise and regulated industries

Teamleader and similar vendors work from custom quotes with SSO, audit logs and named contacts. Contract and security documentation matters more than the list price here.

Common mistakes buyers make

  • Choosing the longest feature list instead of testing the three workflows that drive revenue.
  • Running the trial without real data and without the colleagues who will use the tool daily.
  • Underestimating migration: data cleanup, deduplication and field mapping usually take longer than setup.
  • Ignoring usage-based tiers tied to contacts, seats or send volume — the next tier arrives faster than planned.

Pricing, plans and features change frequently. We re-check the figures against vendors' public pricing pages; the vendor's own terms always take precedence for contract decisions.

How we rate

Every list follows the same four steps – so scores stay comparable across categories.

  1. 1Shortlist: we include vendors that genuinely serve this use case and are available to US teams.
  2. 2Review data: we aggregate ratings from G2, Capterra, GetApp, TrustRadius and Gartner Peer Insights into one overall score.
  3. 3Pricing check: entry prices are taken from the vendor's public pricing page in USD, per user and month unless stated otherwise.
  4. 4Context: pros, cons and highlights summarize recurring feedback from the review platforms and the vendors' own documentation.
Independence: rankings are never sold. Some links are affiliate links – the price stays the same for you and does not influence the score.

Frequently asked questions

Which Agency CRM tool is the best choice in 2026?

MOCO currently leads this list with an overall score of 4.6 out of 5, averaged across all review platforms. Depending on team size and budget, the other Agency CRM vendors above can be the better fit – use the filters to narrow it down.

Is there a free Agency CRM tool?

Yes. These vendors offer a free plan or a free trial: MOCO, Productive, HubSpot, Pipedrive.

How much does Agency CRM cost?

The lowest entry price in this comparison is Productive at ab 11€ / Monat. Prices scale with contacts, users or feature tier.

Lists with overlapping vendors