10 Best AI CRM for Agencies in 2026

Why AI CRMs Matter for Agencies

Agencies scale when pipeline stays clean, outreach feels human, and handoffs never drop.

AI CRM turns scattered signals into timely actions—drafted replies, next-best steps, and auto-updated records—so teams move from lead to meeting without manual drag.

The comparison below focuses on agency-ready stacks: fast onboarding, multi-channel capture (LinkedIn, email, WhatsApp), clean data enrichment, and AI that actually ships outcomes: More replies, shorter cycles, clearer forecasts! 🔥

The 3 best AI CRM for agencies are:

1. folk CRM

2. monday CRM

3. Close CRM

10 Best AI CRM for Agencies in 2026

1. Volks-CRM

Bewertung

⭐⭐⭐⭐⭐ (Capterra)

Überblick

folk CRM is an AI-first workspace built for agencies of 20-50 people that run multi-channel outreach. The folkX Chrome extension captures LinkedIn profiles in one click, enriches records, and creates clean contacts in structured pipelines. AI drafts icebreakers and follow-ups from real context, suggests next steps, and keeps Gmail, LinkedIn, and WhatsApp activity on a single contact timeline. Fast onboarding and "Magic fields" maintain consistent data for reporting and segmentation across medium-sized agency teams.

Vorteile

• One-click LinkedIn capture with automatic enrichment
• AI-generated openers, replies, and next-best actions reviewed in-app
• Unified timeline across Gmail, LinkedIn, and WhatsApp for smooth handoffs

Nachteile

• Kein kostenloser Tarif
• Advanced roles and sequences available in higher tiers

Preise

Standard $20 per member/month (annual). Premium $40. Custom from $80. 14-day free trial.

👉🏼 Try folk now to never miss a follow-up across LinkedIn, email, and WhatsApp

2. HubSpot

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

HubSpot Sales Hub brings outreach, automation, and reporting into one platform agencies can scale with. AI assists with prospecting and personalization, drafts sales emails, summarizes calls, and surfaces next steps inside the deal view. The broader HubSpot ecosystem (Marketing, Service, CMS) helps agencies run acquisition and delivery in the same stack with shared data and dashboards.

Vorteile

• Strong sequences, tasks, and workflow automation across the suite
• Built-in AI for email drafting, call notes, and follow-up suggestions
• Large integration marketplace and robust reporting for multi-client ops

Nachteile

• Advanced automation and permissions sit in higher tiers
• Total cost scales quickly with seats and add-ons

Preise

Free CRM available. Sales Hub Starter from ~$20 per seat/month (annual). Professional and Enterprise priced higher with advanced automation and governance.

3. Salesforce

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

Salesforce Sales Cloud equips larger agencies with customizable pipelines, robust reporting, and deep integrations. Einstein layers AI across the stack with lead and opportunity scoring, automated summaries, next-step suggestions, and forecasting. Agent-style capabilities help automate routine follow-ups and data capture at scale, making it a fit for multi-brand, multi-team operations that need governance and extensibility.

Vorteile

• Enterprise-grade customization and integration ecosystem
• Einstein AI for scoring, summaries, guidance, and forecasting
• Strong territory management, roles, and approvals for complex orgs

Nachteile

• Setup and administration require time and expertise
• AI capabilities and advanced analytics often live in higher editions or add-ons

Preise

Sales Cloud starts around $25 per user/month (Starter) with higher editions for advanced features. Einstein and agent capabilities are available in selected editions and as paid add-ons depending on scope.

4. Pipedrive

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

Pipedrive is a pipeline-centric CRM that helps agencies keep deals moving with a clean UI and an AI Sales Assistant. The assistant predicts win probability, highlights stalled opportunities, and suggests next best actions so reps focus on the right deals. Teams adopt it quickly thanks to drag-and-drop pipelines and a straightforward setup, with a large marketplace for extensions.

Vorteile

• AI Sales Assistant surfaces win probability and timely nudges
• Fast to implement; intuitive pipelines and reporting
• Broad app marketplace (email, dialers, WhatsApp/LinkedIn via third-party apps)

Nachteile

• Deeper automation and advanced reporting live in higher tiers
• Some channels (e.g., WhatsApp, LinkedIn) require paid add-ons

Preise

Essential from $14 per user/month (annual). Higher tiers add automations, email sync, and advanced features. 14-day free trial available.

5. Zoho CRM

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

Zoho CRM is a full-stack platform with Zia, an AI assistant that scores leads, predicts deal outcomes, drafts content, and summarizes calls. Agencies get broad pipeline automation, multichannel engagement, and a deep integration ecosystem that ties sales to delivery. The suite balances breadth and value, with room to scale into advanced analytics and governance as clients grow.

Vorteile

• Zia adds predictive scoring, conversational insights, content suggestions, and call summaries
• Wide feature coverage across pipeline, automation, and reporting with strong app integrations
• Free plan available; paid tiers remain competitive for growing teams

Nachteile

• Many AI capabilities sit in higher tiers and require configuration
• Depth and breadth can feel complex for smaller or fast-moving teams

Preise

Free for up to 3 users. Standard $14/user/month (annual), Professional $23, Enterprise $40, Ultimate $52. Monthly billing is higher.

6. Freshsales

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

Freshsales gives agencies a clean, pipeline-driven CRM with Freddy AI layered on top for summaries, email drafting, deal insights, and forecasting. Teams get fast setup, native telephony, and built-in automations that keep reps on task. As needs grow, add CPQ and AI agent sessions without switching tools.

Vorteile

• Freddy AI provides contact/account summaries, next-step guidance, and email assist
• Quick onboarding with intuitive deal boards and built-in calling
• Add-ons (CPQ, AI agent sessions) extend workflows as accounts scale

Nachteile

• The strongest AI capabilities sit behind the Freddy Copilot add-on
• Some advanced automation and governance require higher tiers

Preise

Free plan available. Growth from $9/user/month (annual), Pro from $39, Enterprise from $59. Freddy Copilot add-on from $29/agent/month (annual).

7. monday sales CRM

Bewertung

⭐⭐⭐⭐⭐ (G2)

Überblick

monday sales CRM gives agencies a customizable workspace where pipelines, tasks, and handoffs live together. monday AI assists with updates and content, summarizes notes, and suggests next steps directly on boards. Teams connect forms, email, and project delivery in the same stack, so sales and execution stay aligned from lead capture to delivery.

Vorteile

• Flexible boards, dashboards, and automations that mirror each agency's process
• Built-in AI with admin-controlled credits and the option to purchase more
• Large app marketplace; strong fit when sales and project work run side-by-side

Nachteile

• CRM depth depends on configuration; advanced governance requires higher tiers
• AI usage draws from a credit system, so heavy teams may need add-on packs

Preise

Free plan (Work Management) for up to 2 seats. Sales CRM plans start at ~$12–$17 per seat/month (annual billing), with higher tiers for advanced automation and governance. AI credits included; additional packs available.

8. Close

Bewertung

⭐⭐⭐⭐⭐ (G2)

Überblick

Close is a sales communication CRM built for outbound-heavy agencies. Native calling, SMS, and email live inside the pipeline, while the AI Call Assistant transcribes conversations, summarizes next steps, and logs notes automatically. Teams keep momentum with power/predictive dialers and automated workflows, so reps spend time on high-intent leads instead of admin.

Vorteile

• Built-in dialer with AI summaries and action items
• Clean UI for fast adoption; strong outbound workflows
• Email, SMS, and calling in one place for tight execution

Nachteile

• AI Call Assistant is a paid add-on with per-minute usage
• Advanced automation and reporting sit in higher tiers

Preise

Solo $9/user/month (annual) for individuals; Essentials $35; Growth $99; Scale $139. AI Call Assistant add-on $50/month per org + $0.02/min; Premium Phone Numbers $19/line/month. 14-day free trial.

9. HighLevel

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

HighLevel is an agency-centric, white-label platform that combines CRM, funnels, websites, and multichannel messaging. The AI Employee bundle layers Conversation AI, Voice AI, Content AI, Reviews AI, and Workflow AI to automate intake, follow-ups, and routine ops across client sub-accounts. Agencies manage multiple brands from one place with unlimited users, dashboards, and automations.

Vorteile

• Built for agencies: multi-client sub-accounts, white-label options, API, and a broad app stack
• Flat-rate AI Employee consolidates chat, voice, content, review replies, and workflow automation
• Clean scaling path with unlimited sub-accounts on the upper plan

Nachteile

• Setup complexity is higher than lightweight CRMs; onboarding requires clear SOPs
• Telephony/SMS and some AI/automation usage add variable wallet costs across clients

Preise

Starter $97/month; Unlimited $297/month (annual available). AI Employee $97/month per sub-account (unlimited usage subject to fair-use). 14-day trial available.

10. Salesmate

Bewertung

⭐⭐⭐⭐⭐ (G2)

Überblick

Salesmate is a sales CRM that equips agencies with AI-assisted writing, call summaries, sentiment analysis, and deal insights. Teams run multichannel outreach (email, SMS, calling) from one place, while conversation intelligence captures action items and next steps. Simple pipelines and automation help small squads move faster without heavy admin.

Vorteile

• AI email writer, call transcripts, summaries, and sentiment tracking
• Built-in calling and SMS with automations for follow-ups
• Clean pipelines and reports that ramp quickly for small teams

Nachteile

• Some AI and automation features sit in higher tiers
• Telephony usage adds variable costs; governance lighter than enterprise CRMs

Preise

Starter $23/user/month (annual), Growth $49, Boost $79; Enterprise on request. 15-day free trial.

10 AI CRM for Agencies: The Final Recap

👉🏼 Try folk now to keep a clean pipeline and automate next-best actions for your agency

Schlussfolgerung

AI CRM now sits at the core of agency operations. The right stack cleans data at capture, drafts human replies, surfaces next steps, and keeps every touchpoint on one timeline. The tools above all move the needle; the best choice depends on seat count, channels used, reporting depth, and governance needs.

For agencies with 20-50 people that live on multi-channel outreach through LinkedIn, email, and WhatsApp, folk CRM stands out: fast onboarding, one-click capture and enrichment, AI icebreakers and follow-ups, and clear pipelines designed specifically for medium-sized teams at $20 per member per month.

Häufig gestellte Fragen

What is an AI CRM for agencies?

An AI CRM applies machine learning to draft emails, suggest next steps, enrich contacts, and auto-update records. Agencies use it to speed outreach, keep pipelines clean, and improve forecasting across LinkedIn, email, and WhatsApp.

What features should agencies prioritize in an AI CRM?

Fast onboarding, LinkedIn/email/WhatsApp capture, auto-enrichment, AI-written openers and follow-ups, next-best actions, shared timelines, solid reporting, roles/permissions, and integrations with the existing stack.

Which AI CRM fits 20–50 person agencies with multichannel outreach?

For 20–50 seats running LinkedIn, email, and WhatsApp, folk CRM fits: one-click LinkedIn capture, enrichment, AI icebreakers and follow-ups, and a unified timeline. Starts at $20 per member/month.

How much does an AI CRM cost for agencies?

From free tiers to about $9–$40 per user/month for mid-market plans. Enterprise editions and AI/telephony add-ons increase costs. Expect totals to rise with more seats, automation depth, and governance needs.