BEST-OF · 2026

Best All-in-One Software for Agencies That Want CRM and Projects in One Place

Agencies rarely need “all-in-one” in the abstract. They need leads, sales pipeline, onboarding, client work, tasks, reporting and sometimes billing to move through one connected workflow without the team copying data between tools. This shortlist is for agencies that want CRM and projects close together. We ranked it in AgencySoftware’s fixed order: GoHighLevel first, HubSpot second, monday.com third and ClickUp fourth. The split matters. GoHighLevel and HubSpot are CRM-led platforms with revenue and marketing depth. monday.com and ClickUp are work-led platforms that can cover CRM workflows, but the CRM side is more configurable and less native.

Reviewed by Marcus Taylor · how we score · Last updated 2026-06-30 · compare tools · affiliate disclosure

PICK

GoHighLevel 91/100 · EXCEPTIONAL EDITOR'S CHOICE

GoHighLevel is the closest thing the agency world has to an operating system. It bundles a CRM, email and SMS marketing, landing pages and funnels, calendars, pipelines and a deep automation builder into one account — and then lets you slap your own logo on it and sell it to clients as software. For agencies whose business is running marketing for other businesses, that combination is hard to beat.

✓ PROS

Replaces a stack of separate tools with one login
True white-label — sell it as your own product
CRM, email, SMS, funnels and automations in one place

✕ CONS

Steep learning curve — expect a slow first month
Can feel overwhelming until you turn features off

Best for: Agencies that want to run client marketing and resell software under their own brand

AT A GLANCE

Ease of use7.8/10

PricingFrom $97/mo

Agency fitWhite-label / resell

from $97/mo

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PICK

HubSpot 89/100 · EXCEPTIONAL BEST FOR SCALING

HubSpot started as a marketing tool and grew into a full CRM platform, and for agencies that lean inbound it is the safe, scalable choice. The free CRM is good enough to run a small pipeline on, and as clients grow you layer on the Marketing, Sales and Service hubs without moving systems. Everything ties back to a single contact record, which makes reporting genuinely useful.

✓ PROS

Genuinely good free CRM to start on
Marketing, sales and service in one record
Strong, well-rewarded agency partner program

✕ CONS

Professional tiers get expensive fast
Contact-tier pricing can surprise you

Best for: Agencies scaling inbound and managing their own plus clients pipelines

AT A GLANCE

Ease of use8.2/10

PricingFree CRM + paid hubs

Agency fitAgency partner program

Free, then $15/seat/mo

Get the free CRM ↗ Read full review →

PICK

Monday.com 86/100 · EXCELLENT BEST WORK OS

Monday.com is a work OS rather than a single-purpose tool. You start with boards and shape them into whatever the agency needs: a project tracker, a content calendar, a client pipeline, a dashboard for retainers. That flexibility is its strength and its trap, because the same blank canvas that adapts to your process will sprawl into chaos if nobody owns the setup.

✓ PROS

Bends to almost any workflow
Colourful boards the whole team will actually use
Doubles as projects and a light CRM

✕ CONS

Per-seat pricing adds up across a team
Can sprawl without setup discipline

Best for: Agencies wanting a customisable hub for projects plus light CRM

AT A GLANCE

Ease of use8.6/10

PricingFrom $9/seat (3 min)

Agency fitProjects + light CRM

from $9/seat/mo

Try free ↗ Read full review →

PICK

ClickUp 85/100 · EXCELLENT BEST VALUE PM

ClickUp tries to be the one app an agency runs its delivery on, and on value it largely succeeds. Tasks, docs, goals, whiteboards and native time tracking all live in one place, so the path from a brief to tracked, billable work never leaves the tool. For a price-conscious agency, that consolidation is the whole pitch.

✓ PROS

Packs projects, docs and time tracking into one app
Generous free plan that small teams can live on
From about $7/user/mo when you do pay

✕ CONS

Feature overload can overwhelm new users
Occasional performance lag on big workspaces

Best for: Agencies that want project management, docs and time tracking in one cheap tool

AT A GLANCE

Ease of use7.6/10

PricingGenerous free plan

Agency fitPM + docs + tracking

Free, then $7/user/mo

Try free ↗ Read full review →

At a glance

Tool	Index	Ease	From	Free	Best for
GoHighLevel	91	7.8	from $97/mo	—	Agencies that want to run client marketing and resell software under their own brand
HubSpot	89	8.2	Free, then $15/seat/mo	✓	Agencies scaling inbound and managing their own plus clients pipelines
Monday.com	86	8.6	from $9/seat/mo	✓	Agencies wanting a customisable hub for projects plus light CRM
ClickUp	85	7.6	Free, then $7/user/mo	✓	Agencies that want project management, docs and time tracking in one cheap tool

Popular comparisons from this list

GoHighLevel vs HubSpot

The all-in-one resale platform vs the inbound CRM giant. Which should run your agency?

Monday.com vs ClickUp

The flexible work OS vs the all-in-one value pick.

GoHighLevel vs Monday.com

The white-label marketing platform vs the customisable work OS.

HOW TO CHOOSE

Choosing the right tool

Map the whole sales-to-delivery handoff before you buy. A useful agency platform should cover lead capture, pipeline, closed-won handoff, onboarding, task ownership, client communication and reporting. If one of those steps still needs a spreadsheet, price that friction into the decision.

Decide whether your agency is CRM-first or project-first. Choose GoHighLevel or HubSpot if pipeline, follow-up, campaigns, quote-to-cash or client-account monetisation are the bottleneck. Choose monday.com or ClickUp if delivery visibility, task ownership, docs and deadlines matter more.

Check what is native and what is configured. GoHighLevel gives you CRM, funnels, automations, conversations and client sub-accounts, but its project side is more task and workflow based. ClickUp gives strong tasks, docs, dashboards and time tracking, but CRM workflows need to be built with lists, fields and automations.

Do the total-cost maths, not just the entry price. GoHighLevel starts from $97, but usage-based charges can apply for email, phone, SMS, AI and workflow premium features. HubSpot starts free, then $15, but seats, hubs, credits, payment fees and tier upgrades can change the bill quickly.

Watch product boundaries. monday.com starts from $9 for work management, but monday CRM is priced separately, so one environment may not mean one subscription. ClickUp starts free, then $7, but the free plan has limits such as 60MB storage and Custom Field usage limits.

Avoid buying a platform for a workflow you do not run yet. If you are not reselling software or running client marketing operations, GoHighLevel may be more than you need. If you only need clean delivery tracking, a project-first setup may stay simpler.

FAQ

What is the best all-in-one software for agencies that want CRM and projects together?

GoHighLevel is the top pick if your agency runs client marketing, lead generation, funnels and automations, and wants client sub-accounts or resale potential. The trade-off is that its project management is more task and workflow based than a traditional PM system, and usage-based fees can add to the base price.

Is HubSpot better than GoHighLevel for agencies?

HubSpot is better if you want a polished CRM/customer platform with marketing, sales, service, projects and revenue tools in one ecosystem. GoHighLevel ranks first here because it fits agencies selling marketing operations and client accounts, but HubSpot is the stronger fit for agencies scaling inbound and structured CRM processes.

Can monday.com replace a CRM and project management tool?

monday.com can work well if your agency wants visual project delivery and light-to-moderate CRM workflows in the monday ecosystem. The catch is product separation: monday work management and monday CRM are priced separately, so confirm which products you need before comparing it with a single subscription.

Can ClickUp be used as an agency CRM?

ClickUp can be used as a lightweight agency CRM if you are comfortable building pipelines with lists, custom fields, templates, forms and automations. It is not a dedicated CRM or marketing automation suite, but it is strong value if project delivery is the centre of the business.

Which tool is ranked first on this list?

GoHighLevel is ranked first here because it has the strongest overall fit for this use case in our current scoring model.