2026 Picks20 tools compared

Best CRM & Sales Software for Agencies in 2026

Agencies juggle multiple clients and projects simultaneously. They need multi-workspace support, white-labeling options, and clear reporting dashboards for client updates. We ranked 20 crm & sales tools by user rating, pricing, and feature fit to help you choose.

#1

Gong

Top Pick
4.7
(12000 reviews)

Revenue intelligence platform

Gong supports multiple client workspaces and provides client-facing dashboards and reporting.
Free12000 reviews
#2

Mixmax

4.5
(3200 reviews)

Email productivity and sales engagement platform

Mixmax supports multiple client workspaces and provides client-facing dashboards and reporting.
Free3200 reviews
#3

Clari

4.5
(5800 reviews)

Revenue platform for full-funnel accuracy

Clari supports multiple client workspaces and provides client-facing dashboards and reporting.
Free5800 reviews
#4

Seismic

4.4
(4800 reviews)

Sales enablement and content management platform

Seismic supports multiple client workspaces and provides client-facing dashboards and reporting.
Free4800 reviews
#5

Clearbit

4.4
(4200 reviews)

B2B data enrichment and intelligence

Clearbit supports multiple client workspaces and provides client-facing dashboards and reporting.
Free4200 reviews
#6

Outreach

4.4
(8500 reviews)

Sales execution platform for revenue teams

Outreach supports multiple client workspaces and provides client-facing dashboards and reporting.
From $100/month8500 reviews
#7

Affinity

4.4
(58000 reviews)

Relationship intelligence platform for professionals

Affinity supports multiple client workspaces and provides client-facing dashboards and reporting.
From $49/month58000 reviews
#8

Apollo.io

4.3
(85000 reviews)

Revenue intelligence platform

Apollo.io supports multiple client workspaces and provides client-facing dashboards and reporting.
From $49/month85000 reviews
#9

Clay

4.2
(22000 reviews)

Data platform for sales teams

Clay supports multiple client workspaces and provides client-facing dashboards and reporting.
custom22000 reviews
#10

Lusha

4.1
(65000 reviews)

B2B contact and company intelligence

Lusha supports multiple client workspaces and provides client-facing dashboards and reporting.
From $99/month65000 reviews
#11

Cloze

4.1
(42000 reviews)

Relationship management for professionals

Cloze supports multiple client workspaces and provides client-facing dashboards and reporting.
From $50/month42000 reviews
#12

SharpSpring

4.1
(65000 reviews)

Marketing automation for agencies

SharpSpring supports multiple client workspaces and provides client-facing dashboards and reporting.
From $50/month65000 reviews
#13

Nimble

4.0
(78000 reviews)

Social CRM for teams

Nimble supports multiple client workspaces and provides client-facing dashboards and reporting.
From $19/month78000 reviews
#14

SugarCRM

4.0
(180000 reviews)

Customer relationship software for your business

SugarCRM supports multiple client workspaces and provides client-facing dashboards and reporting.
From $40/month180000 reviews
#15

Keap

3.9
(125000 reviews)

CRM and marketing automation for small business

Keap supports multiple client workspaces and provides client-facing dashboards and reporting.
From $29/month125000 reviews
#16

Really Simple Systems

3.9
(85000 reviews)

Easy CRM for small businesses

Really Simple Systems supports multiple client workspaces and provides client-facing dashboards and reporting.
From $15/month85000 reviews
#17

Agile CRM

3.9
(140000 reviews)

All-in-one CRM, Marketing, and Service Software

Agile CRM supports multiple client workspaces and provides client-facing dashboards and reporting.
From $9/month140000 reviews
#18

Ontraport

3.8
(85000 reviews)

All-in-one CRM and marketing automation

Ontraport supports multiple client workspaces and provides client-facing dashboards and reporting.
From $24/month85000 reviews
#19

Bitrix24

3.8
(95000 reviews)

All-in-one CRM and business automation platform

Bitrix24 supports multiple client workspaces and provides client-facing dashboards and reporting.
From $39/month95000 reviews
#20

Vtiger

3.8
(120000 reviews)

Open source CRM for growing businesses

Vtiger supports multiple client workspaces and provides client-facing dashboards and reporting.
From $10/month120000 reviews

How We Ranked These Tools

User Ratings

Tools are sorted by average user rating collected from verified reviews on Softwr. Higher-rated software appears first.

Audience Relevance

We evaluate pricing models, onboarding complexity, and feature depth to determine how well each tool fits agencies.

Feature Breadth

We consider the number and quality of features, integrations, and platform availability to assess overall value.

Pricing

Transparent pricing, free tiers, and value-for-money are factored in — especially important for budget-conscious agencies.

Editorial Review

The Softwr editorial team verifies listings and periodically re-evaluates rankings to keep recommendations current.

Community Trust

Review volume and recency are weighted so popular, actively-reviewed tools rank higher than abandoned ones.

Frequently Asked Questions

What is the best free CRM & Sales software for agencies?

The top free crm & sales options for agencies include Gong, Mixmax, Clari. These tools offer robust free plans that cover core features. As your needs expand, most provide paid upgrades with advanced functionality, making them great starting points.

How to choose crm & sales software as a agencie?

Start by identifying which features matter most for your workflow as a agencie. Compare ratings and reviews from similar users on Softwr, paying attention to ease of use, customer support quality, and integration options. Narrow your list to 2-3 finalists and take advantage of free trials before committing. Budget, team size, and long-term scalability should also influence your decision.