2026年最佳CRM——适用于Agencies
HubSpot — HubSpot 的代理商合作伙伴计划是利润中心，不只是个 CRM。你赚佣金、获客户线索、在一个地方管理所有客户。
价格: Free / $15/mo (Starter)
HubSpot
Free / $15/mo (Starter)Partner program that pays you to sell it
推荐理由
Solutions Partner Program lets agencies earn commission, get co-marketing, and manage all client portals from one dashboard
致命缺点
Client costs escalate fast once they outgrow Starter
Pipedrive
$14/user/moTrack client deals and your own pipeline
推荐理由
Manage your agency sales pipeline while using the same tool to teach clients proper sales process
致命缺点
No marketing features means you'll need separate tools for client campaigns
Copper
$23/user/moCRM for Google Workspace agencies
推荐理由
If your agency runs on Google Workspace, Copper lives inside Gmail and Drive with zero context switching
致命缺点
Completely dependent on Google ecosystem with no standalone value
Insightly
Free (2 users) / $29/user/moCRM plus project delivery in one
推荐理由
Unique CRM-to-project handoff converts won deals into delivery projects automatically, perfect for agency workflows
致命缺点
UI is functional but uninspiring and the free tier is extremely limited
Close
$29/user/moOutbound machine for agency new business
推荐理由
Built-in calling, email sequences, and SMS let agency BD teams prospect aggressively without extra tools
致命缺点
Purely sales-focused with no client management or project delivery features
评测标准
- ✓Solutions Partner Program 提供你销售的客户订阅20-40%的收入分成
- ✓每个客户独立门户，细粒度权限确保账户数据正确隔离
- ✓从交易到入职的自动化在合同签订时触发内部工作流，消除手动交接