Guide
Best CRM Software for Agencies (2026)
By Red Kite Search Agency Created Updated 11 min read
Summary
HighLevel is the best for white-label agency operations; HubSpot is the best mainstream CRM; Pipedrive is the best simple pipeline CRM; Vendasta is the best for reselling to local businesses; HoneyBook is the best polished client management; Dubsado is the best low-cost customization. Prices and ratings were checked in October 2026 and change often.
What are the best CRM software for agencies in 2026?
Agencies use CRMs in two ways: to manage their own new-business pipeline and to run client work, sometimes as white-label software. The tools split into sales CRMs, agency platforms, and client-management tools for solo businesses.
We compared six tools agencies evaluate most often. The right choice depends on your team size, whether you resell, and whether you need a sales pipeline or client onboarding.
Our shortlist, in order: HighLevel, HubSpot, Pipedrive, Vendasta, HoneyBook, Dubsado. The table puts them side by side.
| Tool | Best for | Editorial score | Review-site ratings | Pricing |
|---|---|---|---|---|
| HighLevel | Best for white-label agency operations | 4.4 / 5 | G2 4.6 | 14-day free trial. Starter $97, Unlimited $297 and Agency Pro $497 per month; annual billing is cheaper. |
| HubSpot | Best mainstream CRM | 4.4 / 5 | G2 4.4 | Free tools for up to 2 users. Sales Hub Starter $7 and Professional $90 per seat per month on annual billing ($20 and $100 monthly); Enterprise starts at $150 per seat. |
| Pipedrive | Best simple pipeline CRM | 4.2 / 5 | G2 4.3 | Lite $14, Growth $39, Premium $59 and Ultimate $79 per seat per month on annual billing, with a 14-day free trial. |
| Vendasta | Best for reselling to local businesses | 4 / 5 | G2 4.5 | Free 14-day trial. Starter $99, Professional $499 and Premium $999 per month as minimum wholesale spend, with a $0 subscription when spend meets the minimum. |
| HoneyBook | Best polished client management | 4.1 / 5 | G2 4.5 | 30-day free trial. Starter $29, Essentials $49 and Premium $109 per month, billed yearly. |
| Dubsado | Best low-cost customization | 3.9 / 5 | G2 4.3 | 21-day free trial. Starter $35 and Premier $55 per month, or $335 and $525 a year on annual billing. |
How did we choose the best CRM software?
We included tools with public pricing, substantial review-site evidence, and common use among agencies and freelancers. Pricing and features come from each vendor page, and ratings come from G2.
We separated sales CRMs, agency platforms, and client-management tools, since they answer different questions. Scores reflect fit for agencies serving several clients.
What we looked for
- Job: sales pipeline, agency platform, or client management.
- Pricing model: per seat, flat, or wholesale minimum.
- White-labeling and reselling features.
- Published security and support evidence.
- Free tier or trial availability.
- Public evidence: review-site ratings and review counts.
Is HighLevel a good CRM tool for agencies?
Best for white-label agency operations: HighLevel offers unlimited users and contacts, sub-accounts, snapshots, white-labeling, and SaaS Mode at flat prices, with 24/7 support. Add-ons cost extra and security detail was not stated.
HighLevel (GoHighLevel) is an agency platform that combines CRM, funnels, automation, messaging and reputation tools with sub-accounts, snapshots, white-labeling and a SaaS mode that lets agencies resell the software. Every plan has unlimited contacts and users, 24/7 support and a 14-day trial.
Who it suits: Agencies that want one white-label platform to run client marketing and automation and to resell as their own software.
HighLevel pros
- Unlimited contacts and users on every plan, with 24/7 support listed.
- Starter at $97 a month with 3 sub-accounts; Unlimited at $297 with unlimited sub-accounts.
- Agency Pro adds SaaS Mode, automated sub-account creation and rebilling with markup.
- A snapshot library of pre-built accounts and a white-labeled web app.
HighLevel cons
- Paid add-ons include HIPAA at $297 a month, premium support at $500 a month and a white-label mobile app at $497 a month.
- SOC 2, GDPR, SSO and 2FA were not stated on the pages checked.
- An integration count was not stated.
- Starter is limited to 3 sub-accounts.
Is HubSpot a good CRM tool for agencies?
Best mainstream CRM: HubSpot has a free tier, a 2,000-app marketplace, SOC 2 Type 2 evidence, and AI agents. Professional costs far more than Starter and carries a one-time onboarding fee.
HubSpot Smart CRM and Sales Hub combine contact management, deal pipelines, sequences, forecasting and AI agents on one platform, with a free tier and Starter, Professional and Enterprise plans priced per seat. It has more than 2,000 app marketplace integrations and a Solutions Partner Program for agencies.
Who it suits: Agencies that want a mainstream CRM for their own sales pipeline, with a free start and room to grow into marketing and service tools.
HubSpot pros
- Free CRM tools for up to two users with no credit card.
- Starter from $7 per seat per month on annual billing.
- More than 2,000 integrations in the app marketplace.
- SOC 2 Type 2 report, GDPR consent tools, 2FA and an EU data center option.
HubSpot cons
- Professional costs $90 per seat per month and requires a one-time $1,500 onboarding fee.
- Enterprise requires a one-time $3,500 onboarding fee.
- Advanced SAML SSO is enterprise tier only.
- Client accounts and multi-account features for agencies were not stated.
Is Pipedrive a good CRM tool for agencies?
Best simple pipeline CRM: Pipedrive is an affordable, deal-focused CRM with more than 500 integrations and a free trial. Security and mobile detail was thin and its scope is narrower.
Pipedrive is a sales CRM for managing leads, deals and pipelines with email sync, automations, forecasting, AI reports and more than 500 integrations. It sells four per-seat plans, Lite to Ultimate, each with a free 14-day trial.
Who it suits: Agencies and small sales teams that want a simple, affordable pipeline CRM focused on deals.
Pipedrive pros
- Plans from $14 per seat per month on annual billing, with a free 14-day trial.
- More than 500 integrations including Zapier, Zoom and Lemlist.
- Automations, email sync with tracking and forecasting from Growth.
- Contracts and e-signatures on Premium.
Pipedrive cons
- Monthly-billing prices were not shown on the pricing page.
- Security certifications, SSO and 2FA details were not found (the security page returned an error).
- Mobile app availability and plan-by-plan support were not stated.
- Pipeline-centric, with less built-in marketing and client management than all-in-one tools.
Is Vendasta a good CRM tool for agencies?
Best for reselling to local businesses: Vendasta offers a white-label portal and a wholesale marketplace against a monthly spend minimum, with a SOC 2 badge. Contracts apply on higher plans and third-party products do not count toward the minimum.
Vendasta gives agencies a white-label client portal, CRM, reputation and listings tools, AI products and a wholesale marketplace of products to resell. Platform plans carry a $0 subscription against a monthly minimum of wholesale spend, with a free 14-day trial.
Who it suits: Agencies and channel partners that resell marketing products to local businesses and want a branded portal and wholesale pricing.
Vendasta pros
- Business App is a white-label client portal with your logo, product names and a custom domain.
- $0 subscription when qualifying Vendasta product spend meets the monthly minimum.
- A marketplace of products to resell at wholesale prices.
- SOC 2 badge, a Trust Center, 24/7 support and 50 or more integrations.
Vendasta cons
- Starter has a $99 monthly minimum and the higher plans require one-year contracts.
- Third-party marketplace purchases do not count toward the minimum, and unused spend does not roll over.
- Plans include only 1, 5 or 10 team member seats.
- Mobile app and detailed security controls were not stated.
Is HoneyBook a good CRM tool for agencies?
Best polished client management: HoneyBook combines proposals, contracts, payments, and a client portal with flat plans and a 30-day trial. Team seats are limited below Premium and it is not a sales CRM.
HoneyBook is a client management platform with proposals, contracts, invoices and payments, a client portal, scheduling, automations and an AI assistant. It sells Starter, Essentials and Premium plans billed yearly, with a 30-day free trial.
Who it suits: Freelancers, creative studios and very small agencies that want proposals, contracts and payments in one place.
HoneyBook pros
- Unlimited clients and projects on every plan.
- Proposals, contracts, invoices, payments and a client portal from $29 a month billed yearly.
- Essentials adds a scheduler, automations and QuickBooks Online integration.
- A 30-day free trial.
HoneyBook cons
- Essentials allows only 2 team members and Premium unlocks unlimited team members.
- Monthly-billing prices were not shown; prices are stated as billed yearly.
- Lead forms are capped at 2 on Starter and 10 on Essentials.
- Security, support hours and mobile detail were not stated on the pricing page.
Is Dubsado a good CRM tool for agencies?
Best low-cost customization: Dubsado offers customizable forms, contracts, and automated workflows at a low price with a 21-day trial. Automation needs Premier and the review base is small.
Dubsado is a client management platform with forms, contracts, proposals, invoicing and payment plans, scheduling, client portals and automated workflows. It sells Starter and Premier plans with a 21-day free trial.
Who it suits: Freelancers and small creative agencies that want customizable forms, contracts and automated client workflows at a low price.
Dubsado pros
- Starter at $35 a month with unlimited projects and clients, invoicing and payment plans.
- Premier adds scheduling, automated workflows, public proposals and Zapier integration.
- Customizable branded forms, contracts and client portals.
- A 21-day free trial.
Dubsado cons
- Automations and scheduling require Premier.
- The G2 base is small at 76 reviews.
- Security, support and mobile details were not stated on the pricing page.
- Team features were not described on the pricing page.
How much do the best CRM software cost?
Pricing models differ widely. HubSpot and Pipedrive charge per seat, HighLevel charges flat monthly plans with unlimited users, Vendasta charges a monthly wholesale minimum, and HoneyBook and Dubsado charge flat plans for solo operators. Compare the total for your team and the add-ons you need.
| Tool | Plan | Price | What stands out |
|---|---|---|---|
| HighLevel | Starter | $97 per month (monthly billing) | 3 sub-accounts, unlimited contacts and users, 24/7 support; $970 a year billed annually |
| HighLevel | Unlimited | $297 per month (monthly billing) | Unlimited sub-accounts, rebilling phone and email without markup, basic API access; $2,970 a year |
| HighLevel | Agency Pro | $497 per month (monthly billing) | SaaS Mode, automated sub-account creation, rebilling with markup, user and agent reporting, advanced API; $4,970 a year |
| HubSpot | Free | $0 | Free for up to 2 users; no credit card required |
| HubSpot | Starter | $7 per seat per month (annual billing); $20 monthly | 500 HubSpot credits; calling, task queues, prospecting agent |
| HubSpot | Professional | $90 per seat per month (annual billing); $100 monthly | 3,000 HubSpot credits; forecasting, sequences, conversation intelligence; $1,500 one-time onboarding |
| HubSpot | Enterprise | $150 per seat per month (monthly billing) | Starts at; 5,000 HubSpot credits; deal splits, lead routing, sandbox; $3,500 one-time onboarding |
| Pipedrive | Lite | $14 per seat per month (annual billing) | Lead, calendar and pipeline management; AI report creation; 500+ integrations |
| Pipedrive | Growth | $39 per seat per month (annual billing) | Lite plus full email sync, automations and nurturing sequences, forecasting, meeting scheduler |
| Pipedrive | Premium | $59 per seat per month (annual billing) | Growth plus lead routing, custom scoring and enrichment, multi-email AI tools, contracts and e-signatures |
| Pipedrive | Ultimate | $79 per seat per month (annual billing) | Premium plus account security rules, phone and email data enrichment, sandbox, extended phone support |
| Vendasta | Starter | $99 per month (monthly billing) | $0 subscription with a $99 monthly minimum of wholesale products; 1 team member seat; no contract |
| Vendasta | Professional | $499 per month (monthly billing) | $0 subscription with a $499 monthly minimum; 5 team member seats; one-year contract |
| Vendasta | Premium | $999 per month (monthly billing) | $0 subscription with a $999 monthly minimum; 10 team member seats; one-year contract |
| Vendasta | Custom Enterprise | Custom | Volume pricing; one-year contract |
| HoneyBook | Starter | $29 per month (annual billing) | Unlimited clients and projects, invoices, proposals and contracts, client portal, up to 2 lead forms, HoneyBook AI |
| HoneyBook | Essentials | $49 per month (annual billing) | Starter plus scheduler, automations, QuickBooks Online integration, up to 2 team members, up to 10 lead forms, SMS reminders, remove branding |
| HoneyBook | Premium | $109 per month (annual billing) | Essentials plus unlimited team members, priority support, multiple companies, advanced reports, unlimited lead forms |
| Dubsado | Starter | $35 per month (monthly billing) | Unlimited projects and clients, invoicing and payment plans, form and email templates; $335 a year |
| Dubsado | Premier | $55 per month (monthly billing) | Starter plus scheduling, automated workflows, public proposals, multiple lead captures, Zapier integration; $525 a year |
What do reviewers say about these CRM software?
G2 evidence is strongest for HubSpot and Pipedrive, with thousands of reviews each. HighLevel has the highest score among the larger bases, and Dubsado and HoneyBook have smaller bases. Scores are close, so use trials to separate them.
| Tool | Source | Rating | Number of reviews |
|---|---|---|---|
| HighLevel | G2 | 4.6 / 5 | 653 |
| HubSpot | G2 | 4.4 / 5 | 14,365 |
| Pipedrive | G2 | 4.3 / 5 | 5,085 |
| Vendasta | G2 | 4.5 / 5 | 554 |
| HoneyBook | G2 | 4.5 / 5 | 250 |
| Dubsado | G2 | 4.3 / 5 | 76 |
Reviewer themes for HighLevel
- G2 shows HighLevel at 4.6 from 653 reviews.
- Reviewers call it a one-stop solution for CRM and automation that suits small, medium and large businesses.
Reviewer themes for HubSpot
- G2 shows HubSpot Sales Hub at 4.4 from 14,365 reviews.
- G2 data shows 67% of reviewers give five stars and 26% give four.
Reviewer themes for Pipedrive
- G2 shows Pipedrive at 4.3 from 5,085 reviews.
- G2 data shows 60% of reviewers give five stars and 31% give four.
Reviewer themes for Vendasta
- G2 shows the Vendasta AI Platform at 4.5 from 554 reviews.
- G2 data shows 74% of reviewers give five stars.
Reviewer themes for HoneyBook
- G2 shows HoneyBook at 4.5 from 250 reviews.
- Reviewers praise ease of use and managing contracts, invoices and client communication in one place.
Reviewer themes for Dubsado
- G2 shows Dubsado at 4.3 from 76 reviews.
- Reviewers praise its automation features and all-in-one functionality for invoicing and client management.
How do you choose the right CRM tool for your agency?
Start by deciding whether you need a sales pipeline, an agency platform, or a client-management tool. That separates the group, and your team size and reselling plans settle the rest.
Whichever you shortlist, run one real client or deal through a trial before you commit.
A quick decision guide
- White-label agency software with unlimited users: HighLevel.
- A mainstream CRM with a free tier: HubSpot.
- A simple, affordable sales pipeline: Pipedrive.
- Reselling marketing products with a wholesale marketplace: Vendasta.
- Polished client management for a small team: HoneyBook.
Frequently asked questions
- What is the best CRM for agencies?
- HighLevel for white-label operations, HubSpot for a mainstream CRM, and Pipedrive for a simple pipeline.
- Which CRM has a free tier?
- HubSpot offers free tools, and the others offer trials.
- Which CRM is white-label?
- HighLevel and Vendasta.
- Which CRM suits freelancers?
- HoneyBook and Dubsado.
- How were the tools rated?
- Ratings come from G2, and the editorial scores are our own judgement of fit for agencies.
Sources
Prices, plan limits, and ratings were gathered in October 2026 from:
- HighLevel pricing page
- HubSpot pricing page
- Pipedrive pricing page
- Vendasta pricing page
- HoneyBook pricing page
- Dubsado pricing page
- G2