Melhores CRM para Agencies em 2026

Escolha #1

HubSpotO programa de parceiros de agência do HubSpot é um centro de lucro, não apenas um CRM. Você ganha comissão, recebe leads e gerencia clientes de um só lugar.

Preço: Free / $15/mo (Starter)

Escolha #1
1

HubSpot

Free / $15/mo (Starter)

Partner program that pays you to sell it

Por que se encaixa

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

Ponto negativo

Client costs escalate fast once they outgrow Starter

2

Pipedrive

$14/user/mo

Track client deals and your own pipeline

Por que se encaixa

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

Ponto negativo

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

3

Copper

$23/user/mo

CRM for Google Workspace agencies

Por que se encaixa

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

Ponto negativo

Completely dependent on Google ecosystem with no standalone value

4

Insightly

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

CRM plus project delivery in one

Por que se encaixa

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

Ponto negativo

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

5

Close

$29/user/mo

Outbound machine for agency new business

Por que se encaixa

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

Ponto negativo

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

O que avaliamos

  • O Solutions Partner Program oferece 20-40% de revenue share nas assinaturas de clientes que você vende
  • Portais separados por cliente com permissões granulares mantêm dados de contas devidamente isolados
  • Automação deal-to-onboarding dispara workflows internos quando contratos são fechados, eliminando handoffs manuais

Pule estes

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

Perguntas frequentes

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