Three different CRM jobs
- Selling the agency’s own services
- Managing leads on behalf of clients
- Coordinating client communication and delivery
One tool can cover several jobs, but mixing them without clear account boundaries creates reporting and permission problems.
Core evaluation criteria
- Account separation
- Pipelines and ownership
- Automation
- Permissions
- Messaging and booking
- Reporting
- Integration and API needs
Compare before you commit
Use the relevant buyer’s guide to narrow your shortlist, then verify current pricing and product details directly with the vendor.
Compare agency CRM optionsEditorial note: Product features, pricing and vendor terms can change. Verify material purchase details with the vendor before buying.