CRM guides for small agencies and consultants

A CRM (customer relationship management tool) is the shared record of every contact, conversation and deal your agency has going — the thing that stops leads going cold and clients getting forgotten between emails. For a small agency or solo consultant, the right pick usually comes down to three questions: how much can you spend per seat, do you need client sub-accounts, and how much of your day are you willing to spend on setup.

These guides compare the CRMs that actually make sense at 2-20 people — not the enterprise platforms built for 200-person sales floors. Start with the best-of guide for your situation, or jump straight to a head-to-head if you already know your two finalists.

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