The Best CRMs for Agencies (2025 TIER LIST) with video
The Best CRMs for Agencies (2025 TIER LIST) with video
The Best CRMs for Agencies (2025 TIER LIST) with video
Oct 6, 2025
Oct 6, 2025
Video Summary 👇
Okay Breakcolders, it’s Monday morning. Your top sales rep is gearing up to close the biggest deal of the quarter. Your marketing team is prepping to launch three campaigns by noon, and Slack is going off like a machine gun fire. Deadlines are looming. Timelines are shifting. Feedback is scattered. And that’s just the start of your day 😅.
Whether you're in creative,marketing, consulting, orsales, agency life is fast-paced, demanding, and often overwhelming. You already know that managing multiple clients, campaigns, and internal workflows requires more than hustle — it requires the right tools.
That’s where a CRM (Customer Relationship Management system) becomes your agency’s secret weapon. But with over 1,000 different CRMs on the market, how do you choose the one that fits your agency’s unique needs?
🔍 Don’t worry — we’ve done the leg work. We’ve analyzed reviews on G2 and Capterra, two of the most trusted software review platforms, to bring you the top CRMs for agencies in 2025.
🧩 Benefits of using a CRM in an Agency Environment
Before we dive into the list, let’s quickly cover why a CRM isn’t just a “nice-to-have” — it’s essential for scaling your agency, improving client retention, and keeping your team aligned.
Here’s what the right CRM can do for your agency:
🗂️ Organize Sales Activities — Keep track of leads, deals, and client communications in one centralized place — no more digging through emails or spreadsheets.
🎯 Lead Generation & Management — Capture, qualify, and nurture leads from multiple channels with streamlined workflows and clear pipeline visibility.
💌 Personalize Outreach & Customer Experience — Use CRM data to tailor your messaging, timing, and tone — improving conversion rates and deepening client relationships.
⚙️ Automate Tedious Tasks — Say goodbye to repetitive admin work. Automate follow-ups, data entry, task assignments, and reporting.
🔌 Expand Your Tech Stack Through Integrations — Connect your CRM with tools like email platforms, Slack, project management apps, and marketing automation tools to build a more powerful, connected workflow.
❌ CRM Alternatives I Wouldn’t Recommend
Look, we get it — cheaper alternatives are ALWAYS tempting, especially when you’re working with a tight budget. But when it comes to customer relationship management, lower cost doesn’t always mean better value.
Sure, tools like Notion, Airtable, and ClickUp can mimic basic CRM functions, and they’re great for project management or internal collaboration. However, they fall short where it counts most: sales-focused automation, pipeline tracking, and lead nurturing.
Without these core CRM features, you’re essentially working with a glorified spreadsheet — one that lacks the power to scale your sales process or deliver meaningful client insights.
🏆 Top 10 Best CRMs for Agencies in 2025
TL;DR: CRM Comparison Chart for Consultants
CRM
Best For
Starting Price
Drawbacks
Free Plan?
Breakcold
Sales-Focused CRM for AI-Native Features
$29/user/mo
Lacks native calling features (for now!)
❌
Pipedrive
Visual CRM for Pipeline Management
$19/user/mo
Dated user-interface and slow customer support
❌
NetHunt
Gmail/Google Workspace-Power Users
$30/user/mo
Automations are not as flexible or advanced as those in robust CRMs
❌
Nimble
Lightweight CRM with Social Integration
$29/user/mo
Essential features are locked behind higher-tier pricing plans
❌
Salesflare
Best Mobile-First Sales CRM
$35/user/mo
Limited omnichannel capabilities
❌
Hubspot
Managing Marketing Agencies
$20/user/mo
Prohibitive pricing plan and steep learning curve
✅
Insightly
Agencies of All Sizes
$29/user/mo
Can be costly for smaller organizations
❌
Monday CRM
CRM With Task Management Capabilities
$15/user/mo
Too many features clutter the UI
❌
Close
Cold-Outreach Teams
$49/mo (Max: 1 users)
No native integration with LinkedIn, requiring third-party tools
❌
Attio
AI CRM For Fast-Changing Industries
$29/user/mo
Advanced features rely on third-party tools (e.g., via API or Zapier)
✅
🥇 Breakcold – Best Sales-Focused CRM For Native-AI Features
Summary
Breakcold isn’t just another CRM — it’s one of the first AI-Native Sales CRMs built for closing deals in 2025, not 2015. Designed with social selling and AI-native faetures at its core, Breakcold is lightweight yet powerful, making it a perfect fit for agencies, solopreneurs, and small sales teams.
Where traditional CRMs stop at storing contacts, Breakcold actively helps you engage, personalize, and close deals — whether that’s on LinkedIn, email, or even WhatsApp. For agencies that thrive on high-touch outreach, trust-building, and relationship-driven sales, Breakcold keeps your entire client pipeline running smoothly in one place.
Key Features
Vision Builder – Create automated workflows with a simple text prompt or short voice note. No technical skills required — just describe what you want, and Breakcold builds it for you.
AI Agents –You can choose a default AI personality or create your own custom one that determines the frequency of CRM tasks and suggested follow-ups.
AI Contact Management – Automatically scores and organizes leads into the right lists and groups by analyzing conversations, notes, and activity.
AI-Powered Dashboard – Surfaces your most important leads with a self-updating dashboard, complete with reasoning behind each suggestion.
AI-Suggested Messages – Generates personalized follow-ups that adapt to your tone of voice and your prospect’s personality.
AI Rules & Automations – Set intelligent rules for lead scoring, follow-ups, and deal movement.
AI Contact Deduplication – Merges duplicates automatically, saving hours of data cleanup.
AI-Powered Data Enrichment – Surfaces verified emails and phone numbers via waterfall enrichment (BetterContact, Apollo.io, Findymail, Wiza).
AI Notetaker – Integrates with Otter, Fireflies, TL;DV, and Fathom to log call summaries, transcripts, and follow-up tasks automatically.
All-in-One Unified Inbox – Manage conversations from LinkedIn, email, WhatsApp, and Telegram in one place, so you can respond faster and never miss a follow-up.
Sales Pipeline Management – Streamline deal progress with customizable workflows and visibility into lead scoring impact.
Social Engagement Stream – Like, comment, and engage with your leads’ posts without leaving the CRM — build relationships through meaningful and consistent interactions.
Ratings
G2 - 4.7/5 (116)
Capterra - 4.8/5 (93)
Pros
Cons
AI-Native CRM with built-in automation to streamline workflows.
Unlimited AI actions for leads — no credit-based restrictions.
Unified, user-friendly interface for email, phone, and social (LinkedIn, WhatsApp, Telegram).
Comprehensive onboardingresources with how-to videos, flowcharts, and best practices.
Responsive and reliable customer support.
Limited advanced reporting capabilities compared to other CRMs.
No dedicated customer objects (though custom fields are supported).
Currently offers 25+ native integrations, with more on the way.
Case Studies
Pricing Plans
CRM Essentials
CRM Pro
CRM Max
$29/user/mo
$59/user/mo
$99/user/mo
What's included:
25 AI leads included (Unlimited AI Actions)/user
Auto-lead movement
Auto-task creation
AI Lead Processing
All Essentials Features and:
50 AI leads included (unlimited AI actions)/user
Auto-lead movement
Auto-task creation
1 Social Account (LinkedIn, X, or Whatsapp)
All Pro features and:
200 AI leads included (unlimited AI Actions)/user
Auto-lead movement
Auto-task creation
3 Social Accounts (LinkedIn, X, or Whatsapp)
Demo Video
🥈 Pipedrive – Best Visual CRM for Pipeline Management
Summary
Pipedrive is a user-friendly CRM that helps businesses streamline their sales pipeline, automate repetitive tasks, and track customer interactions with ease. It’s especially well-suited for marketing agencies that need a clear, bird’s-eye view of their pipeline to ensure the right leads are being prioritized and nothing slips through the cracks.
Still on the fence about Pipedrive? We've had customers make the switch to Breakcold — and for many, it turned out to be the perfect fit. If you're looking for a fresh approach to CRM, Breakcold might be the tool for you 😉.
Key Features
Pipeline Management – Visualize and manage your entire sales process.
Lead Management – Track and nurture leads from discovery to conversion.
Automation – Eliminate repetitive tasks with smart automation workflows.
Reporting & Analytics – Gain insight into performance with detailed reports.
Integrations – Connect with tools like Gmail, Slack, Zoom, and more.
Customization – Adapt pipelines, fields, and stages to your business.
Mobile App – Manage leads and deals on the go.
Rating
G2 - 4.3/5 (2,445)
Capterra - 4.5/5 (3047)
Pros
Cons
Well-structured onboarding materials, including FAQs and videos.
Offers a wide range of integrations with third-party tools.
Strong automation and AI features that boost productivity.
Quick and easy setup with minimal learning curve.
User interface can feel dated or unintuitive for some users.
No free plan available — paid tiers start quickly.
Customer support can be slow or inconsistent.
No native LinkedIn integration for lead importing.
Some users report occasional bugs and performance issues.
Pricing Plans
Essential
Advanced
Professional
$19/user/mo
$34/user/mo
$64/user/mo
Key features:
Lead, calendar and pipeline management
Seamless data import and 400+ integrations
Create activity, deal and contact reports with AI
Personalized onboarding
Essential Plan +
Full email sync with templates, open and click tracking and group emailing
Automations builder, including email sequences
Meeting, email and video call scheduling
Live chat support
Advanced Plan +
AI-powered Sales Assistant and emailing tools
Contract and proposal management with e-signatures
Streamlined lead routing and team management
Revenue forecasts and custom field reporting
Extra data entry and data quality settings
Power
Enterprise
$74/user/mo
$99/user/mo
Professional Plan +
Project planning, tracking and delivery
Increased control of account permissions and visibilities
24/7 live chat support
Phone support
Power Plan +
Enhanced security preferences
Unlimited reports and customizations
Maximize the number of automations and email syncs per seat
Demo Video
🥉 NetHunt – Best For Gmail and Google Workspace-Power Users
Summary
From automatically storing customer data to forecasting sales with AI-powered features, NetHunt CRM lives inside Gmail and Google Workspace apps to streamline and elevate your sales and marketing workflows.
NetHunt is ideal for small to mid-sized agencies, as well as sales and marketing teams that rely heavily on Gmail and Google Workspace (formerly G Suite) for their day-to-day operations.
Key Features
Gmail Integration – Track emails, create leads from inbox activity, and use CRM features natively in your workspace.
Customizable Pipeline Management – Build custom sales pipelines for different services or teams. Track deal progress, spot bottlenecks, assign deal value, and forecast revenue — all visually and intuitively.
Contact and Lead Management – Say goodbye to manual data entry with automatic data enrichment and duplicate prevention. Automatically capture new leads from calls, chats, social media, web forms, and messengers, and store them in structured CRM records.
Sales and Email Automation – Automate your sales workflows from lead capture to deal movement. Set up email sequences, auto-replies, lead prioritization, and trigger-based pipeline actions — right from Gmail.
Reporting and Analytics – Get a full view of your pipeline performance. Track KPIs like emails sent, calls made, deals closed, and analyze revenue by team member, product, or market. Build accurate sales forecasts and identify reasons for lost deals.
Task and Activity Tracking – Stay on top of follow-ups, meetings, and deadlines with built-in reminders and task automation.
Ratings
G2 - 4.6/5 (265)
Capterra - 4.8/5 (166)
Pros
Cons
Capture, organize, and manage leads directly within your inbox and other Workspace apps — no need to switch tabs
A user-friendly interface that feels familiar for teams already using Google tools, making onboarding smooth and intuitive
Keep all emails, tasks, and customer interactions in one place for better visibility and collaboration
NetHunt is known for its fast and helpful support, making troubleshooting and setup much easier
While powerful, NetHunt can get pricey — especially for small teams looking to unlock advanced features.
Although automations exist, they're not as flexible or advanced as those in more robust CRMs
Essential tools and connectors may only be accessible at more expensive subscription levels
Gmail integration is a strength, but not fully-fleshed out showcasing limitations with deeper uses
Pricing plans
Basic
Basic Plus
Business
$30/user/mo
$42/user/mo
$60/user/mo
Includes CRM essentials:
Leads & deals management
Multiple pipelines
Tasks
Google Workspace integration
1 messenger account
CRM Basic features, plus:
Mass email campaigns & analytics
Personalized emails
Extra folders and views
2 custom roles
Personal messengers
WhatsApp integration
All Basic+ features, plus:
Sales automation
Contact enrichment
Multi-channel sequences
VoIP integrations
Professional Network integration
Sales & team activity reports
API Access
Business Plus
Custom
$84/user/mo
Contact Sales
All Business features, plus:
Extra automation workflows & actions
Extra email campaigns
Extra custom roles
NetHunt logo removal (web forms)
Hourly Google Contacts Sync
Dedicated account manager
Business consulting
Tailor-made plan for your business:
For teams of 10 users or more
Select the features you want, and we'll build a plan that fits your needs. Get in touch for a personalized quote.
Demo Video
Nimble – Best Lightweight CRM with Social Integration
Summary
Nimble is a communication-focused CRM designed to go beyond traditional contact management. It equips users with powerful lead generation tools and integrates seamlessly with Google Workspace and Microsoft 365 — helping you get more out of every client interaction.
Key Features
Lead Prospecting - Nimble can automatically capture contact data from email signatures, business cards (via its mobile app), or even just a person’s name or company name — pulling up associated social media profiles and contact details it finds online.
Communication Management – Store up to 25,000 contact records and create rich profiles for people and companies. These profiles can be automatically updated as you browse the web or interact on social media.
Social Media & Email Integrations – Access all email conversations, past or present, from Nimbles Unified Inbox.
Nimble Prospector – This browser extension works outside the Nimble app, enabling you to gather contact and company info directly from anywhere on the web by simply hovering over names.
Email Marketing – Nimble includes email-focused features like templates, tracking, and automated sequences to help you engage leads and clients more effectively.
Mobile App – Available for both iOS and Android, Nimble’s mobile app brings essential CRM functionality to your phone — so you can manage relationships on the go.
Ratings
G2 - 4.5/5 (1,102)
Capterra - 4.4/5 (1883)
Pros
Cons
Easy to learn and use, with full customization for different industries and workflows
Makes it simple to find and organize contacts using tags
Clean, user-friendly interface with a mobile app available for iOS and Android
Quick to set up and integrates smoothly with email and social media accounts
The in-browser widget can be buggy or inconsistent at times
Customer support is helpful but not always easy to reach
Lead enrichment features are somewhat limited and may require manual updates
Some essential features are locked behind higher-tier pricing plans
A direct competitor to Insightly, Salesflare is built to eliminate tedious manual tasks through powerful automation and seamless integration with your existing workflows. The goal? To help teams spend less time on data entry and more time on meaningful client engagement and strategy.
Salesflare is widely praised for its ease of use and effectiveness in managing sales pipelines — especially for small businesses and B2B startups seeking a lightweight yet intelligent CRM solution. But where Salesflare truly stands out is in its commitment to offering 100% of its CRM features via its mobile app. This makes it an ideal choice for agencies focused on field sales, where having the full power of a CRM on the go is essential.
Key Features
Automated Data Entry – Saleflare automatically pulls data from email, calendar, phone, LinkedIn, company databases, and social media — then organizes it into clean, automated customer timelines so your team is always in the loop.
Contact Management – Keep all your contact data in one place — complete with conversation history, engagement tracking, and company-level insights to help your team close more deals, faster.
Full-Fledged Mobile App – Ideal for on-the-go teams who need full CRM functionality at their fingertips, Salesflare works wherever you work (desktop, mobile, or directly from your Gmail, Outlook, or LinkedIn sidebar).
Integration Options – Connect Salesflare with over 5,000+ tools via Zapier — including Google Workspace, Mailchimp, Trello, Slack, and more — to streamline your workflows and scale effortlessly.
Collaboration-Focused – Salesflare is designed with teams in mind. Share contacts, pipelines, timelines, and communication history across your team to stay coordinated, reduce duplicate work, and close more deals together.
Ratings
G2 - 4.8/5 (289)
Capterra - 4.7/5 (139)
Pros
Cons
Intuitive, modern interface makes managing customer relationships smooth and efficient
Automatic email integration and interaction tracking saves time and helps sales reps focus on high-impact tasks
Responsive and knowledgeable customer support provides fast, tailored assistance
While there's a free trial, there’s no fully free version for users to explore long-term
Limited omnichannel capabilities — Salesflare excels with email but lacks support for SMS, live chat, or social messaging
Less suited for B2C use cases, as it requires fields like company name, which may not apply to individual consumers
Pricing plans
Growth
Pro
Enterprise
$35/user/mo
$55/user/mo
$115/user/mo
All CRM features you’d expect, plus:
Automate your CRM data input
Track emails, links and website visits
Get Linked sidebar, email sidebar & mobile app
Send personalized email campaigns
25 email finding credits
All features on the Growth plan, plus:
Send workflows of multiple emails
Set user permissions
Create custom dashboards
500 email finding credits
All features on the Pro plan, plus:
Full setup and tailor-made training
Data migration done for you
Dedicated account manager
Unlimited email finding credits
Hubspot CRM - Best For Managing Marketing Agencies
Summary
Founded in 2006, HubSpot has long been a leader in helping businesses grow through a platform centered around customer experience. What started as a marketing tool has since evolved into a comprehensive, AI-powered CRM that unites marketing, sales, and customer service in one powerful ecosystem.
If budget isn’t a concern, HubSpot is a great fit for enterprise-level consulting firms that require an all-in-one solution for client retention that runs into the hundreds and thousands. That said, while Hubspot can make a one-man show feel like a circus production, its steep pricetag makes itless than ideal for smaller operations. In that case, you might want to explore more budget-friendly options.
One option worth considering is Breakcold — we’ve had several customers switch over from HubSpot, drawn to our lightweight CRM that’s easier on the eyes (and the wallet!) 😄
Key Features
Contact Management – Store and organize contact information with ease, complete with activity tracking and engagement history.
Deal & Pipeline Management – Visualize your sales process and track deals through every stage with intuitive pipeline tools.
Email Tracking & Automation – Automate follow-ups and get real-time notifications when contacts open or click your emails.
Marketing Hub – Run inbound marketing campaigns, create landing pages, automate emails, and manage SEO—all in one place.
Sales Hub – Streamline your sales process with tools for outreach, automation, meeting scheduling, and pipeline insights.
Service Hub – Deliver great customer service with ticketing, knowledge bases, and customer feedback tools.
Ratings
G2 - 4.4/5 (12,404)
Capterra - 4.5/5 (4362)
Pros
Cons
User-friendly interface, ideal for those who aren’t tech-savvy
Clean, intuitive platform that’s easy to navigate
Flexible pricing plans with customizable options
Serves as a reliable single source of truth for customer data All-in-one platform that combines marketing, sales, and service tools
Pricing may be prohibitive for solopreneurs or very small businesses
Some users report a learning curve during onboarding
Automation features can be rigid, limiting customization
To help businesses build lasting customer relationships, Insightly offers an all-in-one platform designed to manage projects, client interactions, and growth. With a powerful CRM at its core — combined with marketing automation, customer service tools, and seamless integrations — Insightly empowers businesses to scale efficiently and effectively all over the world.
Key Features
Contact Management – Store and organize detailed contact records, including communication history and custom fields.
Email Marketing – Create and send targeted email campaigns with tracking for opens, clicks, and responses.
Customizable Dashboard – Personalize your dashboard to display key metrics, tasks, and pipeline data at a glance.
Project Management – Track tasks, deadlines, and project progress directly linked to client records and opportunities.
Workflow Automation – Automate repetitive processes like follow-ups, task assignments, and approvals.
Sales Reports & Analytics – Generate insights into sales performance, lead sources, and pipeline health with detailed reporting tools.
Mobile App – Access and update CRM data on the go with a fully functional mobile app for iOS and Android.
Ratings
G2 - 4.2/5 (920)
Capterra - 4.0/5 (660)
Pros
Cons
Highly customizable: create custom fields, reports, templates, and dashboards
Reliable and responsive customer support
Clean, user-friendly interface with powerful automation capabilities
Email marketing is reliable but limited to sending 50 emails at a one time
Steeper learning curve; often requires assistance from a success rep to get started
Can be costly for smaller organizations, with key integrations locked behind higher-tier plans
Pricing Plan
Plus
Professional
Enterprise
$29/user/mo
$49/user/mo
$99/user/mo
Includes:
Lead and contact management
Project management
Advanced reports
Pre-built business dashboards
All Plus plan features and:
Lead assignment and routing
Workflow automation
Custom page layouts
All Professional plan features and:
Sandboxes
Products, pricebooks, and quotes
Comprehensive audit logging
Monday CRM – Best CRM Solution With Task Management Capabilities
Summary
Built on Monday.com — a flexible work OS known for project and task management — Monday CRM is a customizable, no-code sales platform designed to help businesses manage and automate the entire sales process, from lead generation to post-sale activities.
Much like standing in a grocery store overwhelmed by TOO MANY choices, Monday’s wealth of customization options can leave you bogged down in setup — instead of focusing on what you got the platform for in the first place.
Key Features
Lead Management – Capture, organize, and track leads throughout the sales cycle.
Activity Tracking – Log calls, emails, and meetings to maintain a clear interaction history.
Pipeline Management – Visualize and manage deals at every stage of the sales funnel.
Guided Selling Tools – Use prompts and automation to streamline sales tasks and improve conversion rates.
Data Visualization & Analytics – Gain insights through customizable dashboards and performance reports.
Opportunity Management – Track sales opportunities and forecast potential revenue.
Forecasting & Data Management – Use historical and real-time data to predict sales trends and outcomes.
Account & Contract Management – Organize key account details and manage contracts from one place.
Proposal & Quotation Tools – Create, send, and track quotes or proposals directly from the CRM.
Seamless Platform Integrations – Connect with tools like Slack, Gmail, Zoom, and others to unify workflows.
Cross-Team Collaboration – Share updates, assign tasks, and communicate with team members across departments.
Ratings
G2 - 4.6 /5 (921)
Capterra - 4.7/5 (406)
Pros
Cons
Highly customizable & flexible
Powerful task management and the lead management system
The interface is simple and easy to use while being pleasant to interact with
Rich integration marketplace
There are growing pains to setting up the platform to suit your needs
Essential features locked behind higher paywalls
There are too many features sometimes the UI looks cluttered and overwhelming to use
Pricing Plans
Basic
Standard
$15/user/mo
$20/user/mo
Basic includes:
Unlimited customizable pipelines
Unlimited contacts
Unlimited boards
Templates for lead, contact & deal management
iOS & Android apps
Unlimited free viewers
Create a dashboard based on 1 board
Includes basic, plus:
Advanced account, contact, & deal management
2-way email integration with Gmail and Outlook
AI email generator
Activity management
Merge duplicate data
Custom CRM automations (250 actions per month)
Custom CRM integrations (250 actions per month)
Create a dashboard that combines 5 boards
500 AI credits/mo/user
Pro
Enterprise
$33/user/mo
Contact sales
Includes standard, plus:
Sales forecasting
Email templates
Email tracking & automations
Sequences
Quotes & invoices
Mass emails
Google Calendar sync
Sales analytics
Custom CRM automations (25,000 actions per month)
Custom CRM integrations (25,000 actions per month)
Close (formerly Close.io) is a sales-focused CRM built specifically for small and medium-sized businesses that want to turn leads into revenue — FAST. It unifies essential sales tools like email, calling, and SMS in a single, streamlined interface, eliminating the need to juggle multiple platforms.
Close is ideal for agencies that prioritize outbound sales, manage high-volume outreach, or work with fast-growing SaaS companies. Its emphasis on automation and efficiency makes it a favorite for teams that need to stay focused on closing deals rather than managing data.
Key Features
Unified Communication – Handle email, SMS, and calls from one platform, with automatic logging and tracking.
Sales Automation – Build and deploy multi-channel outreach sequences with email follow-ups and task reminders.
Workflow Tools – Automate repetitive tasks, create custom workflows, and keep your sales pipeline moving efficiently.
Lead Management – Easily track lead progress, prioritize high-value contacts, and assign follow-ups to your team.
Power Dialer – Make high-volume outbound calls quickly with the built-in power dialer to boost team productivity.
Call Assistant – Use real-time transcription and note-taking tools to improve call quality and reduce admin work.
Ratings
G2 – 4.7/5 (1,044)
Capterra - 4.7/5 (161)
Pros
Cons
Clean, user-friendly interface with a minimal learning curve
Robust calling features and automation tools, including Power Dialer
Two-way email sync for seamless communication tracking
Effective and intuitive email outreach workflows
Cost-effective compared to many competitors with similar features
Helps streamline productivity and team communication
Highly customizable via open API for advanced use cases
No free version available — only a free trial
No native integration with LinkedIn, requiring third-party tools
Smart View filters can be overwhelming or tedious to set up
Workflow features are more limited compared to top competitors
SMS functionality restricted to the US, Canada, UK, and Australia
Some features are gated behind higher-tier pricing plans
Users report occasional slow load times and connectivity issues with calling
Built from the ground up for the AI era, Attio is heralded as the Salesforce of tomorrow — designed for maximum flexibility and built specifically with modern agencies that thrive on adaptability and speed — such as boutique marketing firms, creative studios, strategy consultancies, and sales development agencies
Rather than forcing businesses into a one-size-fits-all system, Attio was created to offer users the freedom to customize their CRM to fit their industry, workflows, and unique challenges — all without the usual complexity of traditional CRMs.
Did you know Attio and Breakcold share a surprising number of users? Many of them lean toward Breakcold for its intuitive simplicity and cutting-edge social-selling features.
Key Features
Contact/Company Management – Build dynamic profiles with real-time updates, custom fields, and relationship tracking.
Data Enrichment – Pull in relevant data from across the web to keep your records fresh, accurate, and complete.
Sales Reporting and Analytics – Visualize pipeline performance, monitor deal progress, and track team activities with flexible dashboards.
AI Powered Research Agent (Claygent) – Use AI to gather deep insights about prospects, companies, and industries—directly within your CRM.
Custom Workflows – Design processes that reflect how your agency actually works, whether you're tracking deals, partnerships, or projects.
Workflow Automations – Automate repetitive tasks like follow-ups, lead scoring, and record updates to save time and reduce human error.
Collaborative Data Views – Share filtered views with your team to align on goals, track progress, and stay organized across departments.
Ratings
G2 - 4.8/5 (18)
Capterra - 4.2/5 (5)
Pros
Cons
Extensive customization options for fields, views, and workflows
Intuitive, Notion-style interface that feels modern and flexible
Powerful automation tools for streamlining repetitive tasks
User-friendly and easy to onboard, even for non-technical teams
Limited number of native third-party integrations
Some advanced features rely on third-party tools (e.g., via API or Zapier)
Minor UI/UX hiccups as the product is still evolving
Pricing Plans
Free
Plus
Pro
Enterprise
Price
$0/user/mo
$29/user/mo
$59/user/mo
$119/user/mo
Workspace
Free
Plus
Pro
Enterprise
Seat limit
Up to 3
Unlimited
Unlimited
Unlimited
Objects
Up to 3
Up to 5
Up to 8
Unlimited
Custom relationship attributes
❌
❌
✅
✅
Custom objects
❌
❌
✅
✅
Record and Entry templates
❌
❌
✅
✅
Call intelligence
❌
❌
✅
✅
Access permissions
Fully visible
Private
Advanced
Advanced
Automations
Free
Plus
Pro
Enterprise
Integration blocks
✅
✅
✅
✅
Email sequences
❌
❌
✅
✅
Workflow credits
(Monthly)
100 included
1,000 included
2,500 included
5,000 included
+ 1,000
❌
$17
$17
$17
+ 5,000
❌
$64
$64
$64
+ 10,000
❌
$93
$93
$93
+ 25,000
❌
$160
$160
$160
+ 50,000
❌
$230
$230
$230
+ 100,000 or more
❌
Talk to sales
Talk to sales
Talk to sales
Email and calendar
Free
Plus
Pro
Enterprise
Email and calendar sync
1 account per user
1 account per user
2 accounts per user
3+ accounts per user
Email sharing
Only email subject lines
Email subjects, bodies and attachments
All emails for a record or with a user
All emails for a record or with a user
Email sending
200 sends per month
1,000 sends per month
Unlimited
Unlimited
Bulk email sending
10 sends at a time
50 sends at a time
50 sends at a time
50 sends at a time
Remove 'Sent with Attio
❌
✅
✅
✅
Data sources
Free
Plus
Pro
Enterprise
Communication intelligence
Essential
Standard
Advanced
Advanced
First interaction
✅
✅
✅
✅
Last interaction
✅
✅
✅
✅
Connection strength
✅
✅
✅
✅
Strongest connection
✅
✅
✅
✅
First email interaction
❌
✅
✅
✅
Last email interaction
❌
✅
✅
✅
First calendar interaction
❌
✅
✅
✅
Last calendar interaction
❌
✅
✅
✅
Next calendar interaction
❌
❌
✅
✅
Company enrichment
Essential
Standard
Advanced
Advanced
Name
✅
✅
✅
✅
Description
✅
✅
✅
✅
Logo
✅
✅
✅
✅
Category
✅
✅
✅
✅
Social media
✅
✅
✅
✅
Location
✅
✅
✅
✅
Employee count
❌
✅
✅
✅
ARR
❌
✅
✅
✅
Funding raised
❌
❌
✅
✅
People enrichment
Essential
Standard
Advanced
Advanced
Name
✅
✅
✅
✅
Description
✅
✅
✅
✅
Profile picture
✅
✅
✅
✅
Social media
✅
✅
✅
✅
Location
✅
✅
✅
✅
Reporting
Free
Plus
Pro
Enterprise
Number of reports
Up to 3 reports
Up to 15 reports
Up to 100 reports
100+ reports
Insight reports
✅
✅
✅
✅
Funnel reports
❌
✅
✅
✅
Segment by
❌
✅
✅
✅
Targets
❌
❌
✅
✅
Historical attributes
❌
❌
✅
✅
Time comparisons
❌
❌
✅
✅
Admin
Free
Plus
Pro
Enterprise
Payment by invoice
❌
❌
✅
✅
Advanced admin tools
❌
❌
❌
✅
SAML
❌
❌
❌
✅
Support
Free
Plus
Pro
Enterprise
Help center
✅
✅
✅
✅
Chat and email support
✅
✅
✅
✅
Priority support
❌
❌
✅
✅
Migration assistance
❌
Talk to sales
Talk to sales
Talk to sales
💭 Final Thoughts + Takeaways
Choosing the right CRM for your agency isn’t just about features or pricing — it’s about finding a platform that fits the way your team works, sells, and grows.
Whether you're a creative agency juggling multiple clients, a sales-driven consultancy focused on outbound, or a lean startup scaling fast, the CRM you choose should amplify your workflows, not slow you down.
Here are a few takeaways to keep in mind:
💡 Not all CRMs are created equal. Prioritize tools built with your specific industry, team size, and goals in mind.
⚙️ Automation isn’t a luxury — it’s a necessity. The best CRMs save your team hours by reducing manual work.
🧩 Integrations matter. Make sure your CRM plays well with the tools your agency already relies on (Slack, Gmail, Google Workspace, LinkedIn, etc.).
📈 Think long-term. A CRM should support your current needs while scaling alongside your agency.
At the end of the day, your CRM should feel less like another tool and more like a strategic partner. The right one saves you time, sharpens your focus, and helps you close deals faster. That’s exactly why we built Breakcold. 😉
Q&A - Recurring Questions About CRMs Agencies
What CRM has the best LinkedIn integration?
Breakcold is built with social selling at its core, offering native LinkedIn and Whatsapp integration. You can engage leads directly, track activity, and build personalized outreach sequences — all without leaving your CRM.
What CRM is best for outbound sales?
Breakcold for modern social selling strategies — ideal for agencies targeting prospects on LinkedIn and Whatsapp.
Close for traditional cold calling and email outreach — equipped with built-in calling tools, power dialers, and workflow automation to streamline high-volume outbound efforts.
Is there a free CRM for agencies?
Yes, but with caveats. Some CRMs like HubSpot CRM and Zoho CRM offer free tiers that can work for early-stage or very small agencies. However, these free versions often come with feature limitations (like restricted automation, reporting, or user access). If you're scaling or working with a sales-driven team, a paid CRM with full functionality may offer significantly more value in the long run.
Q&A - Recurring Questions About CRMs Agencies
What CRM has the best LinkedIn integration?
Breakcold is built with social selling at its core, offering native LinkedIn and Whatsapp integration. You can engage leads directly, track activity, and build personalized outreach sequences — all without leaving your CRM.
What CRM is best for outbound sales?
Breakcold for modern social selling strategies — ideal for agencies targeting prospects on LinkedIn and Whatsapp.
Close for traditional cold calling and email outreach — equipped with built-in calling tools, power dialers, and workflow automation to streamline high-volume outbound efforts.
Is there a free CRM for agencies?
Yes, but with caveats. Some CRMs like HubSpot CRM and Zoho CRM offer free tiers that can work for early-stage or very small agencies. However, these free versions often come with feature limitations (like restricted automation, reporting, or user access). If you're scaling or working with a sales-driven team, a paid CRM with full functionality may offer significantly more value in the long run.
![Why Using A Social Selling CRM? [Versus A Traditional CRM]](https://framerusercontent.com/images/2QaQkaYBYsqJZVbZ4DIcEx01YPY.png?width=1280&height=720)
