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Best CRM Software for Consultants & Agencies
We compared the leading crm options for consultants and marketing agencies. Here's what fits best in 2026.
Top pick
monday CRM —
Visual, board-based CRM built on the monday.com work platform.
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All 5 options compared
| Rank | Tool | Rating | Price | Best feature | |
|---|---|---|---|---|---|
| #1 | monday CRM | ★ 4.7 | from $12/seat/mo (annual, 3-seat minimum) | Drag-and-drop pipelines & boards | Visit → |
| #2 | HubSpot | ★ 4.5 | free CRM, paid from ~$20/mo | Contact CRM | Visit → |
| #3 | Pipedrive | ★ 4.4 | from ~$14/mo | Visual pipeline | Visit → |
| #4 | Zoho CRM | ★ 4.3 | free up to 3 users, paid from $14/user/mo (annual) | Pipeline & workflow automation | Visit → |
| #5 | Keap | ★ 4.2 | from $299/mo (annual, 2 users included) | Advanced automation campaigns | Visit → |
How we picked
We weighed pricing, ease of use, and how well each tool fits the day-to-day needs of consultants and marketing agencies. Rankings are our editorial opinion; verify current pricing on each provider's site.