Discover folk - the CRM for people-powered businesses
Wasting hours switching between tools? Clients chasing faster ROI? Reps logging data instead of closing deals?
The right sales stack for agencies isn’t just about having tools — it’s about having a scalable system that turns leads into long-term revenue. A high-performing sales stack can cut admin time by 20%, boost pipeline velocity, and make your team look like heroes in front of clients.
The Best Sales Stack for Agencies: Comparison and Reviews
Best CRM for Agencies
1. folk CRM
Best Features
- Spreadsheet-like interface with AI-powered "Magic Fields" for automated enrichment
- Customizable views and pipelines for each client
- Built-in collaboration: shared views, comments, reminders, task delegation
- Tagging system for organizing contacts by campaign, industry, or priority
- Real-time activity tracking and timeline views for accountability
- Collaborative inbox for email tracking across teams
- Smart follow-up suggestions based on deal stage or inactivit
- Designed for agencies: manage multiple clients and projects in one workspace
Use Case
Perfect for agencies juggling multiple clients. Offers collaborative pipelines, smart reminders, and contact tagging. Reduces manual work and centralizes all communication.
Pricing
- Standard: $20/user/month (annually)
- Premium: $40/user/month (annually)
- Custom: From $80/user/month (annually)
2. HubSpot CRM
Best Feature
Comprehensive suite with marketing, sales, and service tools.
Use Case
Agencies needing an all-in-one CRM with strong automation and segmentation features.
Pricing
- Free Plan
- Starter: $20/user/month
- Pro: From $500/month
3. Pipedrive
Best Feature
Visual deal pipeline and activity-based selling.
Use Case
For agencies that want a highly visual and easy-to-use CRM to track sales performance.
Pricing
- Essential: $24/user/month
- Advanced: $49/user/month
Social Platform
1. LinkedIn
LinkedIn remains the goldmine for B2B agencies. It’s where decision-makers consume content, evaluate vendors, and respond to personalized outreach. Posting consistently, engaging with prospects, and leveraging Sales Navigator makes it a core social asset.
Best Feature
Organic reach + prospect visibility.
Use Case
Build thought leadership, distribute content, and fuel warm outreach.
Pricing
Free. Sales Navigator starts at ~$99/month.
Call Recording Tools
1. Fathom
Fathom is an AI-powered call recorder that transcribes and summarizes meetings in real-time. It generates shareable notes, timestamps, and highlights, ideal for agencies running client calls, demos, or onboarding sessions.
Best Feature
AI summaries and searchable transcripts.
Use Case
Replace manual note-taking and keep records of client meetings.
Pricing
Freemium. Paid from ~$19/month.
2. Grain
Grain is designed for capturing, editing, and sharing key moments from client meetings. It enables real-time collaboration and highlights that can be shared instantly via links or integrated into Slack or Notion.
Best Feature
Highlight and share meeting moments instantly.
Use Case
Agencies that want to turn client feedback into action points or internal documentation.
Pricing
Free for individuals. Team plans start at $15/user/month.
3. Fireflies.ai
Fireflies.ai records, transcribes, and analyzes calls with AI. It can auto-log meetings into CRMs, identify talk-to-listen ratios, and extract key action items. Ideal for agencies managing a large sales team or many client conversations.
Best Feature
CRM integrations + AI action item detection.
Use Case
Automate call tracking and insight extraction across the agency.
Pricing
Free plan available. Business plans from $18/user/month.
Enrichment Providers
1. Kaspr
Kaspr extracts GDPR-compliant emails and phone numbers directly from LinkedIn profiles. Perfect for agencies doing targeted outreach, it also offers enrichment via API or CSV bulk processing.
Best Feature
Chrome extension + real-time LinkedIn enrichment.
Use Case
Boost outbound prospecting campaigns with verified contact data.
Pricing
From €30/month.
2. Dropcontact
Dropcontact automates contact enrichment directly within your CRM or workflow. It validates emails, deduplicates contacts, and enriches them with roles and LinkedIn profiles — all GDPR-compliant and without storing any data.
Best Feature
Native enrichment + deduplication directly inside CRM.
Use Case
Agencies wanting always-clean databases and enriched fields for personalization.
Pricing
From €24/month (for 1,000 credits/month).
3. Apollo
Apollo combines prospecting with enrichment at scale. It offers over 265M B2B contacts with verified emails, direct dials, and job change alerts. Enrichment works in real time or in bulk.
Best Feature
Massive database + auto-enrichment during outreach.
Use Case
Scalable outbound with pre-enriched data — ideal for SDR teams.
Pricing
Free plan available. Paid plans from $49/month.
Email & Calendar Tools
1. Superhuman
Superhuman isn’t just another email client — it’s optimized for speed and focus. With split inboxes, shortcuts, snooze/follow-up logic, and AI prioritization, it’s perfect for busy founders or reps juggling hundreds of conversations.
Best Feature
Fast keyboard navigation + email triage features.
Use Case
High-volume email senders who value UX and response speed.
Pricing
$30/month.
2. Gmail
Google Workspace’s Gmail remains the default for many agencies. With integrated calendar, Google Meet, and Workspace apps, it’s an all-in-one tool for communications, especially paired with CRM extensions.
Best Feature
Native calendar + third-party CRM integration.
Use Case
Centralized inbox and calendar for lean sales teams.
Pricing
Free (personal), Business plans from $6/month.
3. Outlook
Outlook by Microsoft is ideal for agencies embedded in the Office 365 ecosystem. It offers integrated email, calendar, task management, and MS Teams access with a familiar interface.
Best Feature
Outlook + Teams + Microsoft 365 native stack.
Use Case
For agencies already using Microsoft tools and collaboration suites.
Pricing
Office 365 plans start at $6/user/month.
Lead Capture
1. Typeform
Typeform makes forms feel like conversations. Its UX is clean, mobile-first, and customizable. With logic jumps, embeds, and integrations, it’s ideal for agencies collecting leads via quizzes, feedback forms, or qualification flows.
Best Feature
Interactive, personalized form experience.
Use Case
Improve conversion on landing pages or qualify leads.
Pricing
Free plan available. Paid starts at $25/month.
LinkedIn Sequences
1. Lemlist
Lemlist lets agencies create omnichannel outreach sequences that combine LinkedIn, email, and video. You can personalize every touchpoint and use smart triggers based on opens, clicks, and replies.
Best Feature
Multi-touch sequences with video, LinkedIn, and personalization.
Use Case
Run client or in-house outbound campaigns with high deliverability.
Pricing
From $59/month.
2. LaGrowthMachine
LaGrowthMachine automates outreach across LinkedIn, email, and Twitter while mimicking human behavior. It allows you to build scenarios, set fallback messages, and keep everything GDPR-compliant.
Best Feature
Human-like automation across 3 channels.
Use Case
Set-and-forget sequences that maintain personalization and relevance.
Pricing
From €80/month.
Newsletter Tools
1. Beehiv
Beehiv is a fast-growing newsletter platform offering clean design, analytics, and even monetization options. Agencies can use it for content campaigns or client communications. It’s more modern and conversion-focused than legacy tools.
Best Feature
Newsletter builder + referral + monetization in one.
Use Case
Build and manage newsletters with branded templates.
Pricing
Free up to 2,500 subscribers. Paid from $42/month.
2. Mailchimp
Mailchimp is one of the most established players for email marketing. It offers templates, segmentation, A/B testing, and integrations with almost every CMS and CRM.
Best Feature
All-in-one campaign builder + automation.
Use Case
Agencies managing large client lists or running ecommerce campaigns.
Pricing
Free plan up to 500 contacts. Paid from $13/month.
3. Brevo (ex Sendinblue)
Brevo is a European alternative to Mailchimp focused on privacy and ease of use. It’s ideal for transactional emails, automated newsletters, and SMS campaigns — all from one platform.
Best Feature
Email + SMS automation under one roof.
Use Case
Agencies with GDPR-sensitive clients or hybrid communication workflows.
Pricing
Free plan. Paid starts at €19/month.
Contract Management Tools
1. DocuSign
DocuSign sets the standard for e-signatures with enterprise-grade compliance and security. It allows agencies to send, sign, and store contracts with audit trails and automation.
Best Feature
Legally binding e-signatures + integrations (Salesforce, HubSpot).
Use Case
Speed up client onboarding and proposals with secure signatures.
Pricing
Plans start at $25/month.
2. Yousign
Yousign is a European e-signature solution fully GDPR compliant, with legally binding digital signatures and easy workflows. It’s simpler and more affordable than DocuSign.
Best Feature
Lightweight UX + EU compliance.
Use Case
Agencies working with EU clients who need fast, compliant signatures.
Pricing
From €9/month.
3. PandaDoc
PandaDoc combines e-signature, document creation, and analytics. You can create branded proposals, get e-signatures, and track engagement all in one platform.
Best Feature
Proposals + e-signature + analytics in one.
Use Case
Agencies that want more control and visibility over their sales docs.
Pricing
From $19/user/month.
Conclusion
Agencies don’t need more tools — they need a coherent sales stack that scales with them. With the right CRM (start with folk), prospecting, outreach, scheduling, and document tools, your team can streamline workflows, reduce churn, and boost client ROI.
Now, audit your stack. Upgrade what’s slow. Cut what’s redundant. Scale what works.
Discover folk CRM - Like the sales assistant your team never had
