8 CRM Tools to Grow US Agencies in 2025

For US agencies looking to grow, streamline client relationships, and boost sales, Customer Relationship Management (CRM) tools play a crucial role. The right CRM helps agencies manage leads, automate workflows, personalize communications, and gain insights into client needs and behavior. In 2025, CRMs are smarter, more integrated, and designed to support agile agency teams working in hybrid or remote environments.

I’m Riten, founder of Fueler, a platform that helps freelancers and professionals get hired through their work samples. In this article, I’ve walked you through the top CRM tools US agencies are using to grow efficiently in 2025. Alongside mastering CRM benefits, presenting your skills and projects through a platform like Fueler helps build credibility and trust that drives more business.

1. Salesforce CRM

Salesforce continues to lead the CRM market with a comprehensive suite designed for agencies of all sizes. Its cloud-based platform offers deep customization, AI-powered insights, and seamless integration with marketing, sales, and service tools.

• Industry-specific solutions for marketing, sales, and service teams
• AI-driven automation and predictive analytics with Salesforce Einstein
• Unified customer data platform for 360-degree client views
• Integration with Slack, Tableau, and MuleSoft for enhanced collaboration

Pricing (2025): Essentials plan starts at $25/user/month; more advanced plans range from $75 to $150+.

Why it matters: Salesforce’s powerful ecosystem helps US agencies scale operations and deliver personalized customer experiences that boost growth.

2. HubSpot CRM

HubSpot offers an easy-to-use, all-in-one CRM platform ideal for agencies focused on inbound marketing and sales automation. It features a clean interface with AI-assisted tasks and comprehensive customer journey tracking.

• Contact management with segmentation and behavioral tracking
• Automated email sequences and sales pipeline management
• AI-powered marketing automation and content tools
• Free CRM version available with tiered paid plans for added features

Pricing (2025): Free base CRM; paid plans for Sales Hub start at $50/month; Marketing Hub plans from $50 to $1,200/month.

Why it matters: HubSpot’s integrated marketing and sales tools enable SMB agencies to attract and nurture leads efficiently.

3. Zoho CRM

Zoho CRM stands out for its affordability and customization, making it popular among growing US agencies. It includes AI features, omnichannel communication, and flexible automation workflows that adapt to different agency types.

• AI sales assistant (Zia) for predictions and workflow suggestions
• Multichannel communication from email to phone and social media
• Extensive integration with Zoho’s ecosystem and third-party apps
• Customizable modules and analytics dashboards

Pricing (2025): Standard plan at $14/user/month, Professional at $23/user/month, Enterprise at $40/user/month.

Why it matters: Zoho CRM offers US agencies an affordable yet robust platform to manage diverse client portfolios and scale smartly.

4. Microsoft Dynamics 365

Microsoft Dynamics 365 CRM combines CRM and ERP capabilities into one cloud solution, ideal for agencies needing integrated workflow automation and enterprise-grade data management.

• Deep integration with Microsoft Office 365 and Teams
• AI-powered insights and customer data platform integration
• Automated workflows across sales, marketing, and customer service
• Flexible deployment options with high security and compliance

Pricing (2025): Sales Professional plan starts around $65/user/month; Marketing and Customer Service modules priced separately.

Why it matters: For agencies entrenched in the Microsoft ecosystem, Dynamics 365 offers seamless collaboration and scalability with robust enterprise functions.

5. Pipedrive

Pipedrive is a sales-focused CRM designed for agencies that want a simple, visual pipeline management system with smart automation and AI sales assistant features.

• Drag-and-drop deal pipeline with activity reminders
• AI-powered sales assistant and performance insights
• Email integration and workflow automation
• Mobile app for sales on the go

Pricing (2025): Plans start at $15/user/month for Essential and go up to $99/user/month for Enterprise.

Why it matters: Pipedrive’s user-friendly design helps US agencies close deals faster and manage sales processes efficiently.

6. Insightly

Insightly offers a CRM plus project management combination, which is effective for agencies managing complex client projects along with sales and marketing pipelines.

• Contact, sales, and project management in one platform
• Customizable dashboards and workflow automation
• Integration with Gmail, Outlook, and other tools
• AI-enhanced lead routing and opportunity scoring

Pricing (2025): Plus plan starts at $29/user/month; Professional at $49/user/month; Enterprise custom pricing.

Why it matters: Insightly is ideal for US agencies balancing client relationship management and project delivery in one seamless experience.

7. Freshworks CRM (Freshsales)

Freshworks CRM is designed to support agencies with AI-driven insights, omnichannel engagement, and easy-to-use automation for lead management and customer outreach.

• AI-based lead scoring and predictive contact management
• Multichannel communications including email, chat, and phone
• Visual sales pipelines and detailed analytics
• Integration with Freshdesk for unified sales and support

Pricing (2025): Growth plan at $29/user/month, Pro at $69/user/month, Enterprise at $125/user/month.

Why it matters: Freshworks CRM helps agencies automate sales and deepen customer engagement for sustainable growth.

8. Capsule CRM

Capsule CRM is a simple, affordable tool perfect for small US agencies wanting straightforward contact and sales pipeline management without overwhelming features.

• Easy-to-use contact and sales pipeline management
• Task and calendar integration for follow-ups
• Customizable sales stages and fields
• Integration with Gmail, Outlook, Mailchimp, and more

Pricing (2025): Professional plan at $18/user/month; Teams plan at $36/user/month.

Why it matters: Capsule CRM is a cost-effective choice for small agencies focusing on building strong client relationships without complexity.

How Fueler Elevates Your Agency Growth

As agencies grow, showcasing your successful campaigns and client projects becomes vital. Fueler helps professionals and agency teams create portfolios with real work samples, case studies, and assignments. By presenting your skills clearly and credibly, you build trust with prospective clients and partners, accelerating business growth alongside your CRM efforts.

Final Thoughts

In 2025, US agencies have a wealth of CRM tools to optimize their client management, marketing, and sales processes. Whether you prioritize deep customization, AI-assisted insights, or ease of use, there’s a CRM designed to fit your agency’s unique needs. Complementing the use of these CRMs with a compelling portfolio on Fueler will help showcase your expertise and win client confidence in a competitive market.

FAQs

1. What is the best CRM for small US agencies?

Capsule CRM and Pipedrive are great affordable options for small agencies prioritizing simplicity and sales pipeline management.

2. Which CRM tools offer AI features for agencies?

Salesforce, HubSpot, Zoho, and Freshworks CRM all provide AI-powered automation and predictive analytics.

3. Can CRMs integrate with other marketing tools?

Yes, most CRMs integrate with marketing platforms, email tools, and collaboration apps to streamline agency workflows.

4. How do CRMs help agencies improve client relationships?

CRMs centralize contact info, automate follow-ups, and offer insights that enable personalized, timely communication.

5. Is it important to showcase agency work alongside using a CRM?

Absolutely, presenting real work samples on platforms like Fueler builds credibility and can convert prospects into clients faster.

What is Fueler Portfolio?

Fueler is a career portfolio platform that helps companies find the best talent for their organization based on their proof of work. You can create your portfolio on Fueler, thousands of freelancers around the world use Fueler to create their professional-looking portfolios and become financially independent. Discover inspiration for your portfolio

Sign up for free on Fueler or get in touch to learn more.