2026 में Agencies के लिए बेस्ट CRM

#1 चयन

HubSpotHubSpot का agency partner program एक profit center है, सिर्फ CRM नहीं। Commission कमाएं, leads पाएं, और clients एक जगह से manage करें।

कीमत: Free / $15/mo (Starter)

#1 चयन
1

HubSpot

Free / $15/mo (Starter)

Partner program that pays you to sell it

यह क्यों सही है

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

बड़ी कमी

Client costs escalate fast once they outgrow Starter

2

Pipedrive

$14/user/mo

Track client deals and your own pipeline

यह क्यों सही है

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

बड़ी कमी

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

3

Copper

$23/user/mo

CRM for Google Workspace agencies

यह क्यों सही है

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

बड़ी कमी

Completely dependent on Google ecosystem with no standalone value

4

Insightly

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

CRM plus project delivery in one

यह क्यों सही है

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

बड़ी कमी

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

5

Close

$29/user/mo

Outbound machine for agency new business

यह क्यों सही है

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

बड़ी कमी

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

हमने क्या देखा

  • Solutions Partner Program client subscriptions पर 20-40% revenue share देता है
  • हर client के लिए अलग portals — granular permissions से account data properly isolated रहता है
  • Deal-to-onboarding automation — contracts close होते ही internal workflows trigger होते हैं, manual handoffs नहीं

इन्हें छोड़ें

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

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