CRM Resources for
Marketing Agencies
Free tools, templates, and guides to help your agency choose and implement the perfect CRM.
Free CRM Resources
Everything you need to evaluate, compare, and implement a CRM for your marketing agency.
CRM Feature Checklist
Interactive tool to prioritize features based on your agency type and workflows.
Requirements Worksheet
Fillable worksheet to document your team size, budget, and must-have features.
CRM Comparison Template
Compare 8+ CRMs across 20+ criteria with instant recommendations.
2026 Agency CRM Survey
Real data on which CRMs marketing agencies actually use and why.
CRM Glossary
50+ CRM terms with agency-specific definitions and examples.
Pipeline & Lead Routing
Agency pipeline stages and lead routing strategies visualized.
Reporting & Attribution
Attribution models and CRM reporting best practices for agencies.
Ad Platform Integrations
Connect your CRM to Google Ads, Meta Ads, and LinkedIn.
Slack, Email & Proposals
Integrate CRM with Slack, email sync, and proposal tools.
Why Marketing Agencies Choose GoHighLevel
After analyzing dozens of CRMs, GoHighLevel consistently comes out on top for marketing agencies. It combines CRM, marketing automation, and client management in one platform—specifically built for agencies.
CRM, funnels, email, SMS, and automation in one platform
Resell to clients as your own branded platform
Built specifically for marketing agencies
