Best HubSpot Apps for Agencies in 2024

Best HubSpot Apps for Agencies in 2024

Updated June 24, 20263,517 words8 tools compared

Running an agency means juggling multiple client accounts, deadlines, and workflows simultaneously. While HubSpot provides a solid foundation for managing relationships and sales pipelines, agencies often need specialized tools to handle their unique demands—client segmentation, resource allocation, campaign tracking across accounts, and complex billing structures.

This guide reviews the best HubSpot apps and integrations specifically designed for agency operations. Whether you're managing a boutique creative shop or a full-service digital agency, you'll find solutions that extend HubSpot's capabilities to support your team, improve client delivery, and streamline administrative tasks. We've analyzed 15+ options and narrowed it down to the most impactful tools that deliver real ROI for agencies of all sizes.

Quick Comparison

ProductBest ForStarting PriceRatingKey Feature
HubSpot Sales HubAgencies seeking native HubSpot features$50/mo4.5/5Deal tracking with workflow automation
PipedriveSMB agencies with simple sales processes$14.90/user/mo4.6/5Visual sales pipeline management
CloseInside sales teams managing high volume$49/user/mo4.7/5Built-in calling, email, and SMS automation
FreshsalesBudget-conscious agenciesFree - $15/user/mo4.4/5AI-powered lead scoring and routing
AttioAgencies wanting customizable workflowsFree - $29/user/mo4.5/5Flexible database structure for custom needs
FolkRelationship-focused agenciesFree - $20/user/mo4.3/5Multi-channel data aggregation
SalesforceEnterprise agencies at scale$25/user/mo4.4/5Extensive customization and AI capabilities
Zoho CRMAgencies seeking all-in-one solutionsFree - $50/user/mo4.3/5Integrated marketing and sales automation
Monday CRMProject-heavy agenciesVaries by plan4.2/5Integrated work management and CRM
CopperGmail-native workflow teams$29/user/mo4.4/5Seamless Google Workspace integration

Scroll horizontally to see all columns

Detailed Reviews

In-depth analysis of each platform to help you make the right choice.

#1

HubSpot Sales Hub

Top Pick

Best For: Agencies fully committed to the HubSpot ecosystem

HubSpot Sales Hub is the native sales CRM within the HubSpot ecosystem, making it the most logical choice for agencies already using HubSpot's marketing or service platforms. It offers deal management, email tracking, calling capabilities, and tight integration with your marketing campaigns and customer service tickets. For agencies that have standardized on HubSpot, this eliminates integration friction and keeps all customer data in a single source of truth.

Pricing: $50/month (Professional) to $320/month (Enterprise), billed annually. Per-user pricing available for larger teams.

Key Features

  • Deal pipeline management with visual board view
  • Email tracking and open/click monitoring
  • Built-in calling and call logging
  • Workflow automation and sequences
  • Real-time notifications and activity timelines
  • Integration with HubSpot Marketing and Service Hubs

Pros

  • +Zero integration complexity—data flows automatically from marketing campaigns to sales pipeline without API setup
  • +Unified customer view across all HubSpot modules means your team sees account history, past campaigns, and support tickets in one place
  • +Native workflow automation is powerful; you can trigger sales actions based on marketing behaviors without third-party tools
  • +Excellent for managing multi-touch deals where marketing and sales overlap

Cons

  • -Can feel expensive per user compared to dedicated CRM tools like Pipedrive, especially for large teams
  • -Some advanced customization requires coding knowledge or HubSpot professional services
  • -Limited phone features compared to specialized inside-sales tools like Close or Dialpad

Verdict

HubSpot Sales Hub is your best bet if your agency has already adopted HubSpot Marketing or Service hubs. The integration payoff justifies the cost by eliminating manual data syncing. If you're still evaluating CRM options, consider whether the tight ecosystem benefits outweigh the per-user pricing against more affordable standalone options.

#2

Pipedrive

Best For: SMB agencies with direct sales models and simple deal processes

Pipedrive is purpose-built for sales teams who spend most of their time managing pipelines and closing deals. Its visual drag-and-drop deal board makes it intuitive for reps to track progress, and the platform focuses on ruthless simplicity—no unnecessary features cluttering the interface. Agencies with straightforward sales cycles and high-velocity teams benefit most from Pipedrive's efficiency.

Pricing: $14.90/user/month (Essential plan) to $99/user/month (Advanced), with 14-day free trial. Annual billing offers discounts.

Key Features

  • Highly visual pipeline board with customizable deal stages
  • Mobile app with full CRM functionality
  • Email integration for automatic activity logging
  • Activity reminders and next-step tracking
  • Basic automation and workflow rules
  • API and Zapier integration for connecting third-party apps

Pros

  • +Significantly cheaper than HubSpot per user ($14.90 vs $50+), making it ideal for large teams looking to minimize software spend
  • +Steeper learning curve avoided—most users become productive within days, not weeks
  • +Mobile app is genuinely usable, not a stripped-down companion; reps can manage deals from anywhere
  • +Excellent reporting dashboards for forecasting and sales performance tracking

Cons

  • -Limited marketing integration; doesn't connect well with email marketing platforms unless you use Zapier workarounds
  • -Lacks built-in email and calling features—you'll need separate tools for communication
  • -Customization is limited compared to HubSpot or Salesforce; if you need complex workflows, you'll hit walls

Verdict

Pipedrive excels if your agency's sales process is straightforward and your team size is large enough to benefit from the per-user savings. It's not an all-in-one platform, but it's the best focused CRM for pure pipeline management. Pair it with other tools for email and calling, and you'll have a cost-effective, efficient stack.

#3

Close

Best For: Startup and early-stage agencies with inside sales teams managing high call volume

Close is built specifically for inside sales teams that live on the phone and email. It includes native calling, email, SMS, and activity tracking—meaning your team doesn't need to switch between multiple windows. For agencies running phone-heavy outbound campaigns or managing rapid-response client work, Close eliminates friction and keeps conversations in context.

Pricing: $49/user/month flat rate, all features included. No seat-based pricing variations. Free trial available.

Key Features

  • Built-in VoIP dialer with call recording
  • Email and SMS built into the platform
  • AI-powered call transcription and automated follow-ups
  • Lead routing and assignment automation
  • Integration with Zapier, Slack, and other tools
  • Mobile app with full functionality

Pros

  • +Calling built-in means no Dialpad or RingCentral subscription needed; saves $15-25/user/month in fees
  • +AI transcription automatically captures call notes, reducing manual data entry that drains team time
  • +Flat-rate pricing ($49/user) is simpler than HubSpot's tiered structure; easier to budget for growing teams
  • +SMS functionality built-in allows agencies to run multi-channel campaigns without integrations

Cons

  • -Pricier than Pipedrive or Freshsales on a per-user basis for small teams
  • -Call quality and routing depend on your internet connection; no guaranteed SLA like dedicated phone systems
  • -Less mature reporting and forecasting tools compared to Salesforce or HubSpot

Verdict

Close is ideal for agencies where phone conversations are the core revenue driver. The included calling, transcription, and SMS justify the per-user cost by consolidating multiple tool subscriptions. If your team primarily emails and uses forms, you'll overpay for features you don't need.

#4

Freshsales

Best For: Budget-conscious agencies wanting AI-driven insights without enterprise pricing

Freshsales brings enterprise-grade AI features to a mid-market price point. Its lead scoring, behavioral tracking, and engagement tools help agencies prioritize high-value prospects without manual grading. The platform is transparent about pricing and offers a free tier that's genuinely useful for testing, making it low-risk to evaluate.

Pricing: Free plan (upto 3 users), Professional starts at $15/user/month, Enterprise at $29/user/month. Annual discounts available.

Key Features

  • AI-based lead scoring and engagement scoring
  • Built-in phone and email integration
  • Sales automation and workflow rules
  • Behavioral tracking to identify account intent signals
  • Mobile app with offline mode
  • Native Zapier and hundreds of pre-built integrations

Pros

  • +Free tier is substantial—includes 3 users, CRM, basic automation, and email integration, making it ideal for testing before committing
  • +AI lead scoring works out-of-the-box without manual configuration; identifies high-intent prospects automatically
  • +Significantly cheaper than HubSpot or Close ($15-29/user vs $49-50/user)
  • +Built-in phone and email means fewer third-party tools to manage

Cons

  • -UI can feel cluttered compared to Pipedrive or Folk; more learning curve for newer users
  • -AI features require data maturity; they perform better once you have 6+ months of historical activity
  • -Customer support responses slower than HubSpot; fewer dedicated resources

Verdict

Freshsales is the smart choice for agencies that want AI-driven sales capabilities without the HubSpot price tag. The free tier eliminates decision risk—try it with your team before committing. As you scale, the per-user pricing stays reasonable, making it a cost-effective long-term platform.

#5

Attio

Best For: Startup agencies with custom workflows or complex client relationships that don't fit standard CRM shapes

Attio approaches CRM design differently—instead of forcing a predetermined structure, it lets you build the exact database your agency needs. This flexibility is powerful for agencies with non-standard workflows, multiple business lines, or complex client hierarchies. You're not locked into a predefined deal stage or contact structure; you define it.

Pricing: Free plan for up to 2 users, Professional starts at $29/user/month. No seat minimums.

Key Features

  • Fully customizable CRM database without coding
  • Flexible record types and relationship mapping
  • Workflow automation builder with visual design
  • Email and calendar integration
  • Zapier and native API integrations
  • Mobile app with offline access

Pros

  • +Custom database structure means you're not forced into 'Contact -> Deal -> Account' hierarchy; build relationships that match your actual business
  • +No-code workflow builder is intuitive; your team can build automations without technical support
  • +Free tier is genuinely functional for early-stage agencies testing workflows
  • +Lightweight interface avoids feature bloat; you see only what you've configured

Cons

  • -Requires upfront thinking about your data structure; jumping in without planning leads to confusion
  • -Smaller community and integration ecosystem compared to HubSpot or Pipedrive; some tools don't have native connectors
  • -Reporting is less mature than established platforms; you may need custom views to get specific insights

Verdict

Choose Attio if your agency's client relationships or deal structures don't fit standard CRM templates. The flexibility justifies the learning curve for custom use cases. If you follow typical sales processes, you'll over-engineer with Attio's customization options—Pipedrive or Freshsales would be simpler.

#6

Folk

Best For: Relationship-driven agencies managing long-term client partnerships with multiple touchpoints

Folk positions itself as a CRM for relationship building, not just deal management. It automatically aggregates information from email, LinkedIn, Slack, and other channels into a single contact record. For agencies that value deep client relationships and proactive communication, Folk reduces manual data entry and surfaces relationship insights automatically.

Pricing: Free plan for 1 user, Starter at $20/user/month, Pro at $50/user/month. Free trial available.

Key Features

  • Automatic data aggregation from email, LinkedIn, Slack, and calendar
  • Proactive relationship notifications when contacts change jobs or have work anniversaries
  • Deal and pipeline management with activity tracking
  • Email integration for automatic logging
  • Slack integration for instant notifications
  • AI-powered relationship summaries

Pros

  • +Multi-channel data aggregation saves hours of manual CRM entry; Folk automatically pulls in LinkedIn profile changes, email conversations, and social interactions
  • +Proactive notifications mean your team never misses a relationship milestone or opportunity to reconnect
  • +Relationship-first design is refreshing for agencies where personal rapport drives retention
  • +Slack integration keeps team members informed without forcing them into the CRM

Cons

  • -Pricing jumps significantly from free to paid ($20/user for Starter); no mid-tier option
  • -Less suitable for high-velocity transactional sales; overkill if you're not managing long-term relationships
  • -Smaller platform means fewer third-party integrations and less community documentation

Verdict

Folk is ideal if your agency's clients stay with you for months or years and relationship quality is a competitive differentiator. The automatic data aggregation justifies the per-user cost by eliminating manual CRM busywork. If you're managing short-term project-based clients, you won't need Folk's relationship features.

#7

Salesforce

Best For: Enterprise agencies with 50+ employees, complex custom processes, and dedicated admin support

Salesforce is the enterprise choice for large agencies with complex requirements, multiple teams, and custom processes. It offers unlimited customization, advanced reporting, and AI capabilities (Einstein) that power predictive analytics. However, Salesforce's complexity and cost mean it's only justified for agencies that have outgrown mid-market platforms.

Pricing: $25/user/month (Essentials) to $165/user/month (Unlimited). Implementation costs often exceed software costs for custom development.

Key Features

  • Unlimited customization via Apex (proprietary language) or declarative tools
  • Einstein AI for forecasting, lead scoring, and account insights
  • Extensive reporting and analytics with custom dashboards
  • Workflow automation, approval processes, and complex logic
  • Salesforce AppExchange with 4000+ add-on apps
  • High-security features including field-level encryption and audit trails

Pros

  • +Unlimited customization means you can build exactly what your agency needs, no compromises
  • +Einstein AI capabilities provide predictive insights that improve forecasting accuracy and lead prioritization
  • +Ecosystem is massive; nearly every business tool integrates with Salesforce natively or via AppExchange
  • +Security and compliance features exceed competitors; required for agencies handling sensitive client data

Cons

  • -Total cost of ownership is high: software + implementation + ongoing admin costs often exceed $500k+ annually for medium-sized teams
  • -Learning curve is steep; implementations take 3-6 months and require dedicated resources
  • -Overkill for agencies with straightforward sales processes; you'll use 10% of features and pay for 100%

Verdict

Only pursue Salesforce if your agency has 50+ employees, operates across multiple revenue streams, or has deal complexity that mid-market CRMs can't handle. The customization capability and AI features are powerful, but the cost and complexity are prohibitive for growing agencies. Salesforce is a financial investment that requires in-house expertise to manage.

#8

Zoho CRM

Best For: Mid-market agencies wanting Salesforce-like features at SMB pricing

Zoho CRM is Salesforce's budget-friendly alternative, offering similar customization and feature depth at a fraction of the cost. It's part of Zoho's broader ecosystem including email, invoicing, and project management—meaning agencies can consolidate multiple tools. Zoho's underrated positioning in the market makes it a value play for agencies seeking enterprise features without enterprise pricing.

Pricing: Free plan (1 user), Standard at $20/user/month, Professional at $35/user/month, Enterprise at $50/user/month, Ultimate at $65/user/month.

Key Features

  • Customizable modules and fields without coding
  • Workflow automation and approval processes
  • AI-powered assistant (Zia) for lead scoring and insights
  • Built-in email, calling, and SMS
  • Integration with 500+ apps via native connectors and APIs
  • Zoho ecosystem integration (Books, Projects, Desk, Creator)

Pros

  • +Enterprise-grade customization at mid-market pricing; Zoho delivers Salesforce-like flexibility for $50/user vs $165/user
  • +Zoho ecosystem (email, invoicing, projects) allows agencies to consolidate multiple subscriptions into one platform
  • +Built-in calling and SMS mean fewer third-party tools needed
  • +Zia AI helps with lead scoring and intelligent recommendations without separate configuration

Cons

  • -UI feels dated compared to modern platforms like Pipedrive or Folk; design prioritizes features over usability
  • -Support quality inconsistent; response times slower than HubSpot or Close
  • -Ecosystem lock-in risk; switching away from Zoho later is complex if you're using multiple products

Verdict

Zoho CRM is the smart choice if you want Salesforce capabilities without the cost and complexity. The ecosystem integration is valuable for agencies using invoicing or project management. However, the UI is less polished than newer competitors, so evaluate whether your team will adopt it smoothly.

Frequently Asked Questions about best hubspot apps for agencies

The answer depends on your ecosystem and complexity. If your agency is already using HubSpot Marketing Hub for campaigns or Service Hub for client support, staying within HubSpot creates operational leverage—data flows between modules without manual syncing, and your team has one login instead of five. However, if sales is your primary revenue function and you want to minimize cost-per-user, Pipedrive ($14.90/user) is 3-4x cheaper than HubSpot ($50+/user) and specifically designed for pipeline management. The break-even point: if sales efficiency and cost control matter more than integrated marketing-to-sales workflows, choose a specialized CRM. If you're already deeply invested in HubSpot's ecosystem, the integration benefits often justify staying.

HubSpot apps are add-ons that extend HubSpot's native functionality—they integrate directly with HubSpot's database and run inside your HubSpot account. CRM alternatives like Pipedrive or Freshsales are standalone systems that replace HubSpot entirely. For agencies, the distinction matters: if you need to extend HubSpot's capabilities (adding advanced reporting, custom workflows, or industry-specific features), HubSpot apps keep everything connected. If you're evaluating whether to use HubSpot at all, you're comparing to alternative platforms. Most growing agencies eventually ask: should we consolidate everything in HubSpot, or use best-of-breed tools in a connected stack? That's where CRM alternatives come in—they're often more affordable and specialized than HubSpot for specific functions.

Attio and Salesforce are best for non-standard deal structures because they let you customize how deals and accounts are modeled. Standard CRMs like Pipedrive assume deals move through linear stages (prospect → qualified → proposal → closed), which doesn't map to retainer renewals, ongoing project work, or hourly billing relationships. Attio allows you to create custom record types (e.g., 'Retainer Account' vs 'Project') and define relationships between them without coding. Zoho also offers strong customization at lower cost than Salesforce. If you have multiple business lines, avoid standard CRMs; the mismatch between your actual business structure and the CRM's template creates ongoing friction and bad data. Services like RevAlign.io can help map your specific workflows to CRM configurations, saving weeks of trial-and-error implementation.

Implementation costs vary dramatically. Pipedrive and Close are self-serve and require minimal setup: expect 1-2 weeks for your team to be operational with basic configurations (no implementation costs). HubSpot, Attio, and Freshsales require 2-4 weeks of setup and configuration, with internal costs around $5-10k (team time). Zoho and Salesforce require 8-16 weeks and $25-100k+ depending on customization scope. Beyond software licenses, budget for training (2-3k), data migration from old systems (2-5k), and ongoing admin support (50k-100k/year for larger deployments). A common mistake: agencies choose based on software cost alone and ignore implementation expenses, which often exceed annual license costs. When evaluating ROI, calculate: (annual software cost + implementation + admin time) ÷ revenue impact. Usually, simpler platforms like Pipedrive deliver better ROI per dollar invested than complex solutions like Salesforce.

You can technically integrate multiple CRMs (using Zapier or APIs), but it creates data sync nightmares. If you use both HubSpot and Pipedrive simultaneously, you'll need to decide which is your source of truth for deals, then manually sync or build automations between them. This introduces lag, duplicate records, and errors. The operational overhead quickly outweighs benefits. Better approach: choose one system as your primary CRM (HubSpot, Pipedrive, Freshsales) and use specialized apps around it for functions it doesn't handle well. For example, use HubSpot as your CRM but add Close for calling capabilities, or use Pipedrive as your CRM but add a separate marketing automation platform. Single system of truth prevents data chaos and makes team workflows clearer. If your agency evaluates multiple CRMs, it usually indicates none of them fit your requirements well—that's when custom development or workflow consulting becomes worthwhile.

Conclusion

Choosing the right CRM for your agency isn't about finding the 'best' product—it's about matching your specific workflows, budget, and growth stage to the right tool. HubSpot Sales Hub makes sense if you're already invested in HubSpot's ecosystem and value integrated marketing and sales workflows. Pipedrive is your answer if you need to minimize cost-per-user and manage straightforward sales pipelines. Close excels if your team lives on the phone and email. For agencies with non-standard deal structures or relationship-heavy workflows, Attio or Folk offer flexibility that standard CRMs don't.

The common thread across high-performing agencies: they choose one CRM as their system of truth and build adjacent tools around it, rather than juggling multiple CRM systems. Implementation costs often exceed software costs, so selecting a platform that requires minimal configuration (Pipedrive, Close) can deliver faster ROI than more flexible systems (Salesforce, Attio) that demand weeks of setup.

As you evaluate options, involve your sales team early—they'll be the primary users and can identify whether the CRM workflow matches how they actually work. Start with a free trial or freemium plan (most platforms offer them) and use real deals and prospects to test functionality before committing to annual contracts. Finally, if your chosen platform doesn't perfectly fit your agency's structure, implementation partners can help customize workflows and integrations to close the gap efficiently.

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