Whatever its specialization, an agency faces constant challenges that force it to continually reinvent itself. But you still need enough time to devote to your clients without getting lost in managing multiple projects.
To effectively manage campaigns, create cohesion between teams and avoid losing client data, it is essential to equip yourself with a good CRM tool. Here are our recommendations, with the best CRMs for web agencies on the market.
Our selection of the best CRMs for web agencies
A CRM (Customer Relationship Management) is a client relationship management tool, extremely useful in the daily life of a web agency. We have compiled our Top 10 CRMs best suited to managing your projects and maintaining your agency's client relationships.
monday : the CRM for web agencies to manage clients and projects
monday CRM is the all-in-one solution designed for web agencies that want to centralize client management and optimize their sales cycle, from first contact to post-delivery follow-up. Gain efficiency by managing your leads, projects and marketing campaigns in one place, without relying on your IT department.
With monday CRM, your agency can:
- Easily capture and qualify new leads from your digital channels.
- Automate your follow-ups and email sequences to convert faster.
- Track the progress of deals, projects, and services at a glance with custom dashboards.
- Manage your recurring tasks, quotes, and client follow-ups so nothing is left to chance.
- Analyze the performance of your sales and projects in real time to adjust your strategy.
Give your team complete visibility over your sales pipeline and projects while improving client satisfaction. With monday CRM, boost the growth of your web agency with ease.
Axonaut: a complete tool for digital agencies
The management software Axonaut is designed for all agencies, including web agencies. It provides concrete solutions to optimize project management and monitor profitability. Everything is included in the Axonaut package: HR and accounting teams find many advantages for managing staff, but it is also a real sales tool.
Its CRM component relies on centralizing client data and segmenting it to tailor marketing communication. You can run full campaigns, from prospecting to statistics analysis. The number of projects is unlimited, with a clear view of individual tasks and key indicators (time spent, revenue, ROI).
Price:
15-day free trial then starting at €55.99/month for one user.
Pipedrive: an efficient CRM for web professionals
The CRM from Pipedrive is aimed at both web design agencies and web marketing agencies. Thanks to it, salespeople are equipped with a tool that includes all the essential features for data collection and campaign setup. Automation assists every step of the sales process, from lead nurturing to performance calculation.
It is an AI-powered CRM organized around a well-designed, clear, and intuitive interface. Its ease of use and comprehensive features allow agency teams to focus their time on sales or creative work.
Price:
14-day free trial, then five subscription plans starting at €14 per month per user.
Facture.net: free all-in-one CRM for invoicing
In addition to enabling the creation of quotes and the management of client invoicing, Facture.net includes a true integrated CRM. It is perfectly suited for a web agency since it offers complete project tracking with simplicity. Data is centralized and updated as contacts and progress occur.
A powerful search engine makes it easy to find useful information. It complements a very clear Kanban-style interface for efficient organization. Each agency member can enrich a client or approached company's card and track the conversion rate. This intuitive management also applies to the invoicing tool, with precise payment tracking and a reminder function.
In addition to a complete CRM, Facture.net it is:
- An electronic invoicing software compliant with the 2026 reform
- An integrated, free PDP platform
- Unlimited, free creation of personalized quotes and invoices
- Management of recurring invoices, deposits, payments, and automatic reminders to reduce unpaid invoices
- Your data hosted and secured in France
Price:
Facture.net is a 100% free tool and will remain so! Everything is included: quotes, invoicing (with an integrated PDP) and CRM.
Breakcold: CRM to boost deals in web agencies
Breakcold is a CRM that suits a digital marketing agency very well. The system is designed to facilitate prospecting on social networks, then to build personalized, unlimited sales pipelines. Its integration with many tools eases client relationships as well as internal campaign management. Email exchanges are centralized to provide a powerful consolidation of information.
But its biggest strength is that the CRM can be managed on seven different platforms, including LinkedIn. It is used in switch-free mode, which allows advanced process optimization and makes it easier to close deals within the agency.
Price:
14-day free trial, then three plans at $29, $59 and $79 per month per user.
HubSpot CRM: scalable solution for agencies specialized in digital services
HubSpot is a CRM well known to French companies. Its use can be very varied. In the case of a web agency, it helps manage marketing processes and customer relationships. Automation features, AI assistance and multiple integrations support projects of all kinds.
The strength of HubSpot CRM is that it is a highly scalable platform, so it can keep pace with an agency’s growth. Its use can be highly customizable to fit each agency. It serves as a single entry point for all team members and can significantly boost performance.
Price:
Free in its basic version for two users. Additional modules starting at €9/month, but the overall cost is high with the most advanced features.
Creatio: no-code and AI for an automated CRM
The CRM suite’s innovative solutions Creatio perfectly meet the needs of digital agencies, particularly in the advertising sector. It is a platform that operates no-code and with native AI. Everything is designed for planned, collaborative project management, with effective workflow automation.
The features are also comprehensive for managing interactions with clients throughout the relationship cycle. The software offers a 360° view of customer data, with all the necessary options to personalize the experience.
Price:
14-day free trial. From €25/month per user for small and medium agencies, with à la carte products (€15/month/user for marketing), an additional €12/month per extra user and an optional support plan.
Simple CRM: versatile use for digital agencies
Its name says it all: Simple CRM focuses on ease of use. It is no less powerful and adapts to the daily life of a web agency. Repetitive tasks are automated to free up time for what matters. Everything is designed so that website creation projects are organized efficiently.
Its uniqueness comes from the way this tool is collaborative. Indeed, it can be used both within the agency in intranet mode, with the freelance providers and also with clients, so they can track the progress of their project. Moreover, like any good CRM, this platform centralizes contacts and encourages qualified leads.
Price:
Free trial for 15 days, then software from €15 per month per user for small agencies. The full-featured CRM is €65 per month per user.
Folk: fully customizable web agency CRM
The Folk CRM is suited to the requirements of web agencies and digital marketing agencies. It is a powerful solution that allows consolidation of large client portfolios. The system ensures good information flow between teams thanks to notes attached to each profile. Its auto-merge feature and the customization of a Kanban board also enable precise organization.
Modern platform, Folk helps web agencies collect leads, convert prospects into buyers and retain existing clients. They control their campaigns through customizable pipelines and numerous integrations. Some features are powered by AI to boost productivity.
Price:
Free trial for 14 days, then from $20 to $80 per month per user depending on the agency's needs.
Sellsy: complete suite with CRM and sales tool for web agencies
The French suite Sellsy is a CRM solution that meets the specific expectations of web agencies across the entire client relationship. From lead generation to invoice tracking, the whole sales cycle can be managed from this CRM. The agency benefits from full visibility on campaigns through a practical interface that displays performance measurements via tracking and lead scoring.
Sellsy is organized around four modules (marketing, sales, billing and treasury) by centralizing data for the entire agency. Advanced contact management, automatic reminders, real-time progress tracking… It has everything needed to run solid campaigns, with a good price-quality ratio that's appealing to small agencies.
Price:
From €29/month for Sellsy Sales and €49/month for the Sales & Billing tool. They include the standard version of Sellsy Marketing CRM for free.
The advantages of a CRM for a web agency
For a web agency, a CRM is above all a tool that helps to manage track projectsIt offers an overall but also detailed view of each campaign, with all the necessary performance reports. No need to multiply software, everything is centralized for efficient management.
It is also a large database that brings together the client-related informationThe CRM is used to organize acquisition campaigns, then to archive the collected data, which creates a very valuable foundation for the agency. It also allows segmenting this data, more or less finely, to then adapt the commercial strategy to different client profiles.
The CRM helps to optimize processes within a web agency, and this in several ways. On one hand, because it allows automating recurring tasks, which frees up time to approach new clients and develop creative projects. On the other hand, it is also an internal management tool: it enables efficient task assignment and helps create cohesion between teams within a company.
How a CRM helps web agencies win clients?
To close deals, you need to know how to meet clients' tastes — that's a fact. It is the primary challenge for any web agency to stand out in constant competition. This requires a good understanding of the profiles of prospects and clients. A CRM helps with that since it stores all exchanges, regardless of channel (email, SMS, call).
Moreover, thanks to the data stored by the system, the agency can anticipate clients' expectations and target them effectively in future campaigns. Personalization is one of the keys to successful customer relationships, and that's precisely what a CRM enables. It is therefore a tool that boosts profitability by improving the service offered to customers.
Expected features of a CRM for web agencies
Today essential for a digital agency, a CRM must include certain features to meet the needs of digital professionals.
Here are the features that are essential in a good CRM for a web agency:
- Multichannel lead collection
- Readable, segmented customer data classification
- GDPR compliance
- Task and deadline planning
- Archiving briefs
- Automation of repetitive tasks
- Campaign progress tracking
- Reporting and performance calculation
- Multiple access for better coordination within the agency
- Synchronization with other management tools (ERP, accounting software, email)
