Tools CRM Terbaik untuk Agencies di 2026

Pilihan #1

HubSpotProgram partner agensi HubSpot adalah pusat profit, bukan sekadar CRM. Anda mendapat komisi, lead, dan mengelola klien dari satu tempat.

Harga: Free / $15/mo (Starter)

Pilihan #1
1

HubSpot

Free / $15/mo (Starter)

Partner program that pays you to sell it

Kenapa cocok

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

Kekurangan fatal

Client costs escalate fast once they outgrow Starter

2

Pipedrive

$14/user/mo

Track client deals and your own pipeline

Kenapa cocok

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

Kekurangan fatal

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

3

Copper

$23/user/mo

CRM for Google Workspace agencies

Kenapa cocok

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

Kekurangan fatal

Completely dependent on Google ecosystem with no standalone value

4

Insightly

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

CRM plus project delivery in one

Kenapa cocok

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

Kekurangan fatal

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

5

Close

$29/user/mo

Outbound machine for agency new business

Kenapa cocok

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

Kekurangan fatal

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

Kriteria penilaian

  • Solutions Partner Program menawarkan 20-40% revenue share atas langganan klien yang Anda jual
  • Portal terpisah per klien dengan izin granular menjaga data akun tetap terisolasi dengan benar
  • Otomatisasi deal-to-onboarding memicu workflow internal saat kontrak ditutup, mengeliminasi handoff manual

Hindari ini

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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