Best Agency CRM Products in 2025

Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Streamline client onboarding and deliver your services in a professional way with a branded client portal.

Key Hubflo features:

Client portal

The most intuitive platform to manage projects and teamwork.

Key monday.com features:

User-Friendly Interface Customization Collaboration Integrations

Visit website paid Free Trial $14.0 / Monthly (per seat)

Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.

Key Asana features:

User-friendly Interface Collaboration Features Integration Options Customizable Workflows

freemium $11.99 / Monthly (Per user - Premium)

All-in-one workspace. One tool for your whole team. Write, plan, and get organized.

Key Notion features:

All-in-One Workspace Highly Customizable Collaboration Features Cross-Platform Availability

ClickUp's #1 rated productivity software is making more productive projects with a beautifully designed and intuitive platform.

Key ClickUp features:

Flexible Task Management All-in-One Solution Integration Capabilities Scalability

HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide.

Key HighLevel features:

Comprehensive Platform White-labeling Extensive Automation Active Community and Support

One platform to streamline your agency business. Consolidate your projects, clients and finances into one integrated and easy-to-use platform.

Key Bonsai features:

Project Management Client CRM Billing & Invoicing Team Time Tracking

paid Free Trial $10.0 / Monthly (per user)

THE SIMPLE & AFFORDABLE CRM SOLUTION FOR SMALL BUSINESSES.

Analyze your contracts with AI.

Morpheus is integration software designed to help major cloud infrastructure work in harmony. For example, if a company has assets on both Google's and Amazon's cloud services, Morpheus helps bridge the gap to improve productivity.

Key Morpheus features:

Multi-Cloud Management Unified Interface Extensive Automation Cost Management

Open Source

Open Source All-in-One Project Management Platform.

Searchly offers elastic search as a service.

Key Searchly features:

Scalability Managed Service Integration Analytics

Only Saas You Need.

Key Kemo Saas features:

CRM Sales Pipeline Workflow Automation Website Builder

paid Free Trial $49.0 / Monthly (Reputation Management, Invoice, Text To Pay, Calendar)

Upwork Sales Automation tool for Top-Rated agencies. AI-based lead generation platform for work marketplaces like Upwork, Fiverr, Freelancer.com, PeoplePerHour, Guru, etc.