What Is The Best CRM For Agencies?

Are you running an agency that’s juggling multiple clients, projects, and pipelines daily? You need a CRM that’s powerful, affordable, and simple enough actually to use day-to-day.

The answer? Sheetify CRM.

Unlike excessive CRM software that locks you into pricey subscriptions, Sheetify CRM turns Google Sheets into a fully automated, no-subscription CRM system.

This makes it the perfect choice for small agencies that want control and flexibility with zero ongoing costs. 

With powerful automations and easy collaboration tools available at a one-time cost, Sheetify lets agencies manage clients and workflows directly from Google Sheets.

From marketing or creative teams to service-based agencies, Sheetify CRM gives agencies the tools needed to scale efficiently without ever worrying about monthly bills.

Read more: How to create a free CRM in Google Sheets?

A CRM (Customer Relationship Management) system for agencies is essentially a centralized platform that keeps all your leads, clients, and project workflows in one place.

From the first inquiry to long-term client management, these CRM systems ensure your sales, account managers, and operations teams stay perfectly in sync at all times.

Unlike traditional sales-focused CRMs, agency-specific solutions are specifically built for the full client lifecycle. 

They help you track ongoing projects, manage communications, automate repetitive admin work, and generate clear, visual reports so you know where you stand at all times.

Many modern CRMs even have access to dynamic AI features that can suggest follow-ups, forecast workloads, predict revenue trends, and automatically maintain clean, accurate data.

Running a small agency means things can change fast. Some months you’re handling a flood of client projects, while others might be a little quieter.

That’s why agencies need a CRM that’s flexible, easy to manage, and won’t charge you when business slows down. Sheetify CRM delivers exactly that.

As a Google Sheets product, Sheetify combines what spreadsheets do best (full control and customization) without the steep learning curve or restrictive plans of traditional CRMs.

Do you manage a handful of long-term clients? Or maybe you just take care of short-term projects at once? With Sheetify CRM, it doesn’t matter!

Regardless of your agency’s structure, you can easily customize your Sheetify CRM pipelines, workflows, and dashboards to match what suits you best.

And since Sheetify CRM is available as a one-time purchase, you’ll never be penalized for slower months with unnecessary subscription fees!

Plus, it comes loaded with powerful features made for agencies, such as:

• Client and project tracking to organize every campaign or deliverable in one place.
• Built-in team collaboration tools using Google Tasks, Gmail, and Contacts for seamless communication.
• Automated reporting dashboards that visualize every deal, project, and client performance in real time.
• Customizable templates and automation that let you manage retainer clients, campaigns, and one-off jobs effortlessly.

So, why should agencies use Sheetify CRM? 

Because Sheetify CRM gives agencies the freedom to stay organized and profitable on their terms, no matter how many clients they’re serving that month.

Check out Sheetify CRM’s entire list of features and tools here.

When running a busy agency, the right CRM should do more than just store contacts!

The best CRM for agencies should be there for you so you can manage every client relationship with clarity and ease.

Here’s a list of everything you should look out for when searching for the best CRM for your agency:

• Affordable: The CRM should fit well within your budget, so you don’t have to worry about extra costs when client numbers fluctuate.
• Dedicated client tabs and segmentation: You should be able to organize and track each client’s campaigns, projects, or communications separately and clearly.
• Customizable pipelines and workflows: There should be a dedicated space to monitor your unique deals, campaigns, and deliverables in real time.
• Seamless integrations: It should be able to connect seamlessly with other business productivity tools such as task managers, email services, and form submission tools.
• Smart automation: Follow-ups, reminders, and task updates should run automatically so nothing slips through the cracks.
• Insightful dashboards and reports: You should be able to visualize and send your performance metrics instantly, and client results to showcase your agency’s impact.

As you can see, the best CRM should give your agency the tools, insights, and flexibility to deliver exceptional client experiences every single time!

Have you given Sheetify CRM a go but have decided it's not the right choice for your agency? You may want to check out these three CRM alternatives:

HubSpot is a top choice for digital agencies looking for an easy-to-use, scalable CRM that ties into marketing automation and client-reporting workflows.

HubSpot’s free CRM tier offers contact management, deal tracking, email logging, and strong integrations, with paid plans supporting more flexibility and growth.

This makes it a solid choice for marketing- or service-focused agencies looking to scale.

Read more: Top HubSpot CRM alternatives with no subscriptions. 

Known for its intuitive pipeline management and visual deal tracking, Pipedrive is ideal for agencies that want a sales-first focus with minimal overhead.

I would recommend Pipedrive as a Sheetify CRM alternative for any agency whose primary workflow revolves around winning deals and moving clients through stages.

Read more: Top Pipedrive alternatives with no subscriptions.

Zoho CRM is a popular CRM amongst many businesses, thanks to its deep customization, AI-assisted features, and a rich ecosystem of add-ons at an affordable price.

If you have varied client types and workflows and need a CRM that can adapt quickly rather than force them into one rigid system, you might like to try Zoho CRM.

Additionally, if you already use other Zoho products like Zoho Books or Zoho Projects, Zoho CRM is a great addition to keep all your operations managed under one roof.

Read more: Top Zoho CRM alternatives with no subscriptions.

For agencies juggling multiple clients, projects, and deadlines, Sheetify CRM offers the perfect mix of simplicity and power. 

And trust me, Sheetify CRM is far more than a basic Google Sheets CRM template!

Sheetify CRM is a fully automated system that helps agencies stay organized, responsive, and efficient without adding extra tools or costs.

This dynamic Google Sheets CRM streamlines everything from lead management to client communications, giving you a clear view of your entire workflow.

And when paired with powerful Google Apps like Gmail, Forms, Contacts, and Tasks, it transforms into a dynamic, agency-ready platform that connects every part of your business.

Key features that make Sheetify CRM ideal for agencies include:

• Organized client and project tracking to manage multiple accounts with ease.
• Inventory management for products, services, or recurring retainers.
• Automatic tracking of client interactions and communications.
• Built-in invoicing and payment tracking for clear finance tracking.
• Bulk email tools for campaigns and follow-ups.
• Visual sales pipeline to monitor leads and conversions.
• Integration with Google Forms, Contacts, and Tasks for smooth workflows.
• Shared calendars to align client deadlines and team deliverables.
• And with its real-time sales dashboard, you’ll gain instant visibility into:
• Team performance and productivity.
• Top-performing clients or services.
• Monthly revenue and growth trends.
• Sales progress and deal statuses.

Better yet, every element of Sheetify CRM is preconfigured and ready to use and customizable to your business and brand. 

For agencies that want full control and customizable features, Sheetify CRM delivers the flexibility and clarity other templates simply can’t match!

Sheetify CRM is not just the best CRM for agencies, it's the ultimate no-subscription CRM built to help agencies stay productive, profitable, and in sync.

Get your hands on Sheetify CRM and see what all the fuss is about here!