Mejores CRM para Agencies en 2026

Elección #1

HubSpotEl programa de partners de HubSpot para agencias es un centro de ganancias, no solo un CRM. Ganas comisiones, recibes leads y gestionas clientes desde un solo lugar.

Precio: Free / $15/mo (Starter)

Elección #1
1

HubSpot

Free / $15/mo (Starter)

Partner program that pays you to sell it

Por qué encaja

Solutions Partner Program lets agencies earn commission, get co-marketing, and manage all client portals from one dashboard

Punto en contra

Client costs escalate fast once they outgrow Starter

2

Pipedrive

$14/user/mo

Track client deals and your own pipeline

Por qué encaja

Manage your agency sales pipeline while using the same tool to teach clients proper sales process

Punto en contra

No marketing features means you'll need separate tools for client campaigns

3

Copper

$23/user/mo

CRM for Google Workspace agencies

Por qué encaja

If your agency runs on Google Workspace, Copper lives inside Gmail and Drive with zero context switching

Punto en contra

Completely dependent on Google ecosystem with no standalone value

4

Insightly

Free (2 users) / $29/user/mo

CRM plus project delivery in one

Por qué encaja

Unique CRM-to-project handoff converts won deals into delivery projects automatically, perfect for agency workflows

Punto en contra

UI is functional but uninspiring and the free tier is extremely limited

5

Close

$29/user/mo

Outbound machine for agency new business

Por qué encaja

Built-in calling, email sequences, and SMS let agency BD teams prospect aggressively without extra tools

Punto en contra

Purely sales-focused with no client management or project delivery features

Qué evaluamos

  • El Solutions Partner Program ofrece 20-40% de participación en ingresos por suscripciones de clientes que vendas
  • Portales separados por cliente con permisos granulares mantienen los datos de cada cuenta correctamente aislados
  • Automatización de negocio a onboarding dispara flujos de trabajo internos cuando se cierran contratos, eliminando traspasos manuales

Evita estos

SalesforcePer-seat costs destroy agency margins and require a certified admin to maintain
StreakNo multi-client management, no partner program, no delivery workflow

Preguntas frecuentes

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