GUIDE BY NEED
CRM for agencies
Client acquisition, outbound sales and relationship management are different jobs. Your CRM should match the job, not just the label “agency”.
Build the decision around your work
- A marketing agency can evaluate a form-to-pipeline-to-follow-up workflow.
- An outbound team should test calls, notes and the full usage bill.
- A relationship-led agency should test shared contact context and handovers.
Use a small, controlled example before importing your whole customer database. Confirm the plan and permissions that would apply to your team.
Agency & marketing
HighLevel
HighLevel combines pipelines, funnels, marketing email and SMS, and automation in a wider agency platform.
Offer and limits
14 days for HighLevel. Confirm card, payment and cancellation terms before starting.
Phone, SMS, email and AI usage can add costs, including during a trial. Confirm payment and cancellation terms.
Check the official offerOutbound sales
Close
Close is a candidate for teams whose core sales work involves prospecting, calls, SMS and commercial follow-up.
Offer and limits
14 days for Close. No credit card is required for this documented trial.
Calls, SMS and AI tools can carry variable charges. Calculate the full cost for the countries and volume you expect.
Check the official offerRelationship management
folk
Consider folk for consulting, partnerships and agency relationships where the history of conversations matters to the next step.
Offer and limits
14 days for Premium. No credit card is required for this documented trial.
The 14-day trial covers Premium. Check the features of the plan you would buy; do not assume every trial feature is included.
Check the official offerTeam collaboration
monday CRM
Consider monday CRM when ownership, handovers and a workflow the team can shape are central to the decision.
Offer and limits
14 days for monday CRM. No credit card is required for this documented trial.
Paid CRM plans start at three users. CRM and Work Management are separate products.
Check the official offerBefore you commit
Check trial limits, the cost of the plan you would keep, export options and account-access rules. A useful evaluation should end with a clearer decision about your workflow, rather than a longer feature list.