Agencies today face one big challenge: managing clients, leads, and campaigns without getting buried in a mess of disconnected tools. Whether you’re running Facebook ads for local businesses, launching digital courses, or building sales funnels for clients, you need a CRM and funnel system that matches how your agency works.

This guide breaks down the best CRM and funnel tools for different types of agencies—so you can scale smarter, onboard clients faster, and automate what you shouldn’t be doing manually.

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What Agencies Really Need in a CRM/Funnel Tool

No matter your niche, these core features matter:

• CRM with visual pipelines to track leads, clients, and deals
• Email and SMS automation to follow up, remind, or nurture clients
• Funnel/page builder to capture leads or drive purchases
• Appointment booking/calendar tools for demos or calls
• Analytics and reporting to prove ROI
• Client/sub-account support (white-labeling is a bonus!)

Let’s match these needs to the right platform based on your agency model.

Best CRM + Funnel Platforms by Agency Type

1. GoHighLevel – For SMMA, Local Marketing, and White-Label Agencies

If you run a social media marketing agency, manage leads for local clients, or offer white-label SaaS to other businesses—GoHighLevel is built for you.

Why it’s a fit:

• Visual CRM pipeline, calendar booking, SMS/email automation
• White-label capability and sub-account management
• Local SEO tools, review requests, voicemail drops
• Resell as your own platform with client portals

Price: From $97/month (white-label: $497/month) Best for: Agencies managing local clients or offering automation-as-a-service

2. Kartra – For Funnel and Launch Agencies

Agencies helping clients build product funnels, courses, and launches will find everything in one place with Kartra. It’s a favorite for course creators and info-product pros.

Why it’s a fit:

• Drag-and-drop funnel builder, checkout, video hosting
• Built-in email automation and tagging
• Upsells, downsells, and affiliate tracking included

Price: Starts at $119/month Best for: Funnel specialists and launch consultants

3. Systeme.io – For Budget or Solo Agencies

If you’re just starting your agency journey or building client offers solo, Systeme.io gives you enough tools to serve clients with a professional setup—without a monthly bill.

Why it’s a fit:

• Free plan includes funnels, email, courses, and automations
• Tag-based contact management and basic CRM
• Great for testing offers or MVP service models

Price: Free to $97/month Best for: Freelancers, new agencies, side hustlers

4. GetResponse – For Email and Webinar-Focused Agencies

For agencies specializing in email marketing, automation, or webinars, GetResponse delivers pro-level features without complexity.

Why it’s a fit:

• Advanced email flows and segmentation
• Landing pages, webinar builder, list scoring
• Funnel templates for quick deployment

Price: Starts at $19/month Best for: Newsletter, content, and webinar agencies

5. Kajabi – For Coaching, Course, and Expert-Based Agencies

If your agency builds digital academies or helps experts package knowledge, Kajabi is the polished platform that clients will love.

Why it’s a fit:

• All-in-one course, email, pipeline, and membership system
• Beautiful UI, easy for clients to manage
• No native CRM, but email tags + automation work well for 1–many programs

Price: Starts at $149/month Best for: Course builders and high-ticket coaching agencies

6. Groove.cm – For Versatile or Productized Agencies

Running an agency that experiments with ecommerce, info products, and membership funnels? Groove offers an entire toolbox under one login.

Why it’s a fit:

• Funnels, email, ecommerce, blogs, CRM-lite
• Free plan to test offers before scaling
• Still growing, but very feature-rich for the price

Price: Free to $299/month Best for: Agencies selling varied services, or testing new markets

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Summary Table: Best Tool by Agency Type

Final Thoughts: Matching Tools to Your Growth Model

The best CRM/funnel tool for your agency is the one that saves time, scales with you, and helps clients win.

• Starting solo? Go with Systeme.io or GetResponse.
• Running client funnels? Kartra or GoHighLevel.
• Launching courses? Kajabi.
• Serving multiple use cases? Groove gives you flexibility.

Don’t let tool overwhelm stall your growth. Pick the one closest to your current model—and upgrade once the revenue supports it.

🚀 Get Your FREE Client Funnel Builder Starter Kit

Win high-ticket clients with a proven plug-and-play system — even if you’re just getting started.

Inside your free kit:
✅ Done-for-you Funnel Templates (for local biz, coaches & service providers)
✅ 5-Day Email & SMS Follow-Up Scripts to close deals automatically
✅ Automation Blueprint to impress clients & save hours a week
✅ Outreach Playbook to land your next client — fast

👉 Download the Starter Kit Now and launch your agency like a pro.