Replacing siloed CRM and project management tools with an agency system that actually links client work, billing and reporting in one place proves difficult when most platforms only cover a fraction of the workflow. All-in-one solutions are often either priced per user beyond reach for growing teams or lack the automations and branding controls agencies need to deliver measurable commercial outcomes. This comparison lets you weigh customisation, integration support and long term cost across six agency management platforms so you can pick one that fits your team size, client mix and operational needs without compromise.

Table of Contents

• Beyond Greatness
• Workamajig
• Agency Handy
• JJungles
• Advertising Agency Software
• SuiteDash
• Comparing CRM and Marketing Tools for Agencies

Beyond Greatness

At a Glance

The consultancy reports having generated more than £2M+ in additional revenue for clients, and advertises a 30% reduction in CAC and a 45% uplift in revenue in select engagements. Those are vendor figures and worth validating against your brief.

Beyond Greatness positions itself where strategy meets systems. It combines marketing leadership, CRM implementation and reporting so client teams leave with both a plan and the plumbing to make the numbers visible.

Core Features

• CRM implementation and automation that tie marketing activity to commercial outcomes.
• Strategic marketing and growth consultancy focused on measurable objectives and revenue attribution.
• Customer journey optimisation and brand messaging development to sharpen conversion pathways.
• Partnership management and demand engine building to diversify acquisition channels.
• Long term operational support with reporting that turns activity into ROI signals.

Key Differentiator

They embed operational systems inside the engagement rather than handing over a slide deck. That means Beyond Greatness not only designs the sales and marketing architecture but also implements the CRM, automations and reporting so the organisation can run the new model autonomously.

Pros

• Personalised, data led strategies that begin with measurable objectives and end with instrumentation that shows progress.
• A clear emphasis on commercial metrics so work is scoped around revenue and CAC targets rather than vanity activity.
• Comprehensive service scope. Strategy, CRM, automation and partner management are delivered as a single engagement which reduces handoffs.
• Senior led team with experience that suits mid sized and larger organisations seeking immediate operational impact.
• Long term partnership approach that supports optimisation after launch so improvements compound rather than stop after go live.

Cons

• Pricing is bespoke and tends to be positioned for mid sized and larger organisations, making the model less affordable for very early stage startups.

Notable Integrations

• HubSpot
• Pipedrive
• Zoho
• EngageBay
• Mailchimp
• Meta Ads

Who It’s For

Marketing directors, SaaS executives and agency owners who need a partner to build out revenue systems not just strategy. Teams with existing headcount and budgets for implementation will get the most value.

Unique Value Proposition

Putting CRM implementation and automation on the same engagement converts strategy into measurable commercial change. Rather than leaving measurement as an afterthought the consultancy delivers the systems that let you report on pipeline and ROI from day one.

Real World Use Case

A SaaS business engaged Beyond Greatness for a CRM overhaul. The project replaced fragmented pipelines with a single tracked funnel, implemented automations for lead qualification and rebuilt reporting so sales and marketing could inspect revenue attribution weekly.

Pricing

Engagements are customised and pricing is not published. Expect a proposal model with scoped phases covering discovery, implementation and ongoing optimisation. Smaller workshops and diagnostic engagements are an option for teams that want a lower commitment.

Website: https://wearebeyondgreatness.co.uk

Workamajig

At a Glance

The vendor advertises more than 30 years of agency focus, and Workamajig bundles project operations, finance and CRM into a single platform aimed at large creative and advertising firms. It promises centralised workflows that carry a job from sales through to invoicing and profitability reporting.

Core Features

• Project management with task tracking, scheduling and workload balancing for multi team projects.
• Finance and accounting tailored to agency needs including invoicing and profitability analysis.
• Sales CRM and opportunity tracking that ties pipeline activity to projects and revenue.
• Resource management and media order syncing for agencies with distributed offices.

Key Differentiator

Workamajig positions itself as an integrated platform that combines project controls, accounting and CRM under active development and backed by bespoke onboarding and support for larger agencies. That end to end approach reduces the number of point solutions agencies must manage.

Pros

• Powerful integrated finance and project features reduce manual reconciliation, helping finance teams close books with fewer spreadsheets.
• Deep functionality tailored for creative agencies means templates and fields match typical agency work rather than generic project work.
• QuickBooks integration is available so accounting teams can keep their ledgers and payroll workflows intact.
• Responsive vendor support and full training are reported strengths, which shortens time to usable operations during rollout.

Cons

• The user interface is commonly described as clunky and dated, which slows daily use and frustrates teams used to modern UX patterns.
• There is a steep learning curve and a complex setup process for new users which raises implementation overhead.
• Some modules have buggy performance reported by customers, which can interrupt critical tasks during busy periods.
• Customisation options are limited compared with some other agency platforms, so bespoke workflows may require compromise.

When It May Not Fit

If your agency is small or you prefer minimal setup, Workamajig will feel heavyweight and costly. The product targets organisations that can justify a structured implementation and training investment. Rapidly changing boutique teams that need fluid, low friction tools will find the platform constraining.

Notable Integrations

• QuickBooks for synchronising orders, invoices and financial records with established accounting systems.

Who It’s For

Large creative and advertising agencies with distributed teams that need a single system for sales, project operations and finance. Best for organisations able to allocate time and budget to configuration and staff onboarding.

Real World Use Case

A large marketing agency uses Workamajig to standardise client onboarding, scope projects, schedule staff across offices, and produce consolidated profitability reports. Finance exports invoices to QuickBooks while project managers track utilisation and margins across campaigns.

Pricing

Plans start at $45 per user/month with discounts for annual prepayment and custom enterprise plans available for multi office deployments. Expect implementation fees for larger rollouts.

Website: https://workamajig.com

Agency Handy

At a Glance

Agency Handy reports being trusted by over 100,000 agencies, a vendor claim that underscores its mass market focus. The platform centralises client onboarding, proposals, invoicing and project work into a single interface aimed at small to medium teams.

Core Features

The platform bundles core agency workflows into one place and favours configuration over coding.

• Client Portal for central client access and communication.
• CRM for lead and client management with import and export tools.
• Project and task management with collaborative task boards.
• Proposal and form builders that feed into real-time tracking reports.
• Automated invoicing with subscriptions, payment reminders and support for multiple payment methods.

Key Differentiator

Agency Handy positions itself as an all-in-one agency management suite with strong customisation for client facing touchpoints. Its strength is packaging client management, service productisation and billing under one roof so agencies spend less time stitching tools together and more time on delivery.

Pros

• User friendly interface reduces onboarding time for teams that do not want technical setup.
• Consolidates CRM, proposals, invoicing and project work so fewer apps are required for day to day agency operations.
• Automations for recurring billing and payment reminders cut manual follow up and improve cash flow predictability.
• Customisable portals and productised service templates make it easier to sell fixed packages and retainers.
• Responsive support and frequent updates, according to vendor materials, help smaller teams keep momentum without a dedicated systems person.

Cons

• Reporting is functional but not deep. Agencies that want advanced analytics or multi client roll up reports will find gaps.
• Integration list is useful yet some customers request more connectors for niche tools used in mature stacks.
• Certain enterprise features such as custom domain and API access are gated behind higher tier plans.

When It May Not Fit

If your agency runs complex enterprise engagements with extensive custom reporting or requires dozens of specialised integrations, Agency Handy will feel constrained. Large agencies that need granular role based controls or full API access from day one will likely outgrow the platform unless they adopt a top tier plan.

Notable Integrations

• Stripe
• PayPal
• Wise
• Crypto payment providers
• Manual bank transfers

These cover common payment flows for agencies and clients without inventing connections not listed by the vendor.

Who It’s For

Small to medium agency owners, freelancers and managers who want a single system to manage clients, billing and basic project workflows. It suits teams that prefer configuration to custom engineering and that value rapid setup over bespoke integrations.

Real World Use Case

A boutique marketing agency uses Agency Handy to collect client details via custom forms, send branded proposals that convert to invoices, and manage projects in the same workspace. Recurring payments and automated reminders reduce admin and improve on time payments.

Pricing

Plans start at £29 per month with a seven day free trial and no card required for the trial. Tiers include Freelancer, Team Starter and Business Pro with bespoke options for larger agencies and extra enterprise features on higher plans.

Website: https://agencyhandy.com

JJungles

At a Glance

Starting price is US$45 per user per month, with discounts once teams exceed five seats and a 12-day free trial available. JJungles combines CRM, project management, landing pages and a business hub into a single interface aimed at digital marketing agencies and small teams.

Core Features

• Project management dashboards with task tracking and multiple views including Kanban and Gantt charts for visual planning.
• Sales pipeline and lead management alongside email campaign creation and analytics for basic marketing execution.
• Built-in landing page builder, subscription and survey modules, plus document control and sharing.
• Automation and custom workflows to route work and trigger actions without manual handoffs.
• Business hub for connecting with trusted professionals and a repository of external contacts.

Key Differentiator

The platform’s angle is its attempt to replace several specialist tools with one customisable system while adding a market-facing hub. That mix of visual task views, deep workflow customisation and a dedicated business hub makes JJungles pitched at agencies that prefer fewer logins and an internal marketplace for outsourcing.

Pros

• All-in-one coverage reduces the number of vendor subscriptions you run each month. For agencies paying per seat this can simplify procurement.
• High customisability means you can map pipelines and project stages to client-facing deliverables rather than shoehorning processes into a template.
• Visual views such as Kanban and Gantt help different team members work the way they prefer without separate tools.
• Strong automation capabilities cut repetitive admin work by routing tasks and firing campaigns automatically.
• The business hub centralises access to vetted contacts for outsourcing which speeds hiring and vendor selection.

Cons

• There are no substantive third-party reviews available, so claims about usability and long term reliability are unverified.
• With so many features the platform carries a learning curve; agencies without a dedicated ops lead may need time to configure effective workflows.
• Customer support and real-world performance lack external validation, which raises risk for mission critical use.

When It May Not Fit

If your agency relies on specialist best-of-breed tools for billing, advanced analytics or time capture you will likely find gaps. JJungles leans broad rather than deep, so teams that require mature finance integrations or advanced resource forecasting may prefer a toolset that already excels in those niches.

Notable Integrations

• Google Drive
• Mailchimp
• Xero
• Slack
• Dropbox
• Social media APIs

These integrations cover common agency needs for file sharing, email marketing, accounting and messaging without inventing connectors.

Who It’s For

Small to medium sized digital marketing agencies, creative teams and web developers who want a single environment for client work, campaigns and outsourcing. Best suited to teams willing to invest time in setup and to consolidate multiple vendors under one subscription.

Real World Use Case

A digital agency uses JJungles to run client onboarding, move leads through a visual sales pipeline, schedule campaign assets on a Gantt chart and spin up landing pages for paid ads. When requirements exceed internal capacity the team posts tasks to the business hub and hires vetted freelancers.

Pricing

Pricing begins at US$45 per user per month, with volume discounts for teams above five seats. A 12-day free trial lets you test workflows, views and core integrations before committing.

Website: https://jjungles.com

Advertising Agency Software

At a Glance

Advertising Agency Software starts at $129 per month billed annually — a concrete entry price for agencies that want an all-in-one platform rather than a patchwork of tools. It was built by agency practitioners with white label options for client-facing delivery.

Core Features

The product combines media buying, work management, CRM and accounting into a single environment. Media teams can plan and optimise campaigns across channels while project managers set tasks, deadlines and approvals.

A Customer Dashboard shares campaign status with clients securely. Accounting ties into QuickBooks for invoicing and expense reporting so finance work does not live in another app.

Key Differentiator

The vendor emphasises that agency professionals designed the product to cover end to end agency workflows. That focus manifests as pre-built fields and views for media buying, client reporting and a branded client experience via white label domains.

Pros

• Consolidates core agency functions. Having media buying, CRM and accounting together reduces tool switching and duplicate data entry for campaign teams.
• White Label options let you present dashboards and portals under your agency brand, useful when client experience is part of your value proposition.
• Integrates with common platforms such as QuickBooks and Zapier, which helps connect legacy processes without building bespoke middleware.
• Designed for fast-paced agency work. The interface aims to keep task assignment, approvals and client visibility tight so teams spend less time chasing updates.

Cons

• Public independent reviews are scarce so third party validation of real user experience is limited, making due diligence more important before committing.
• Details on mobile support or offline capabilities are not clear, which matters if your team works on the move or in low connectivity situations.
• Advanced automation and AI features are not described in the product information, so sophisticated optimisation workflows may not be available yet.

When It May Not Fit

If you are a solo practitioner or a very small boutique with a tight budget then the tiered pricing may feel heavy compared with single-purpose tools. Also, if your agency depends on elaborate AI-driven bidding or a specific mobile app workflow the current information suggests possible gaps.

Notable Integrations

• QuickBooks for accounting synchronisation
• Zapier to connect other apps without custom code
• Google and Meta for campaign data
• WhatConverts for lead tracking

Who It’s For

Advertising agencies that want a single system to handle media buying, client communication and back office tasks. It suits teams that value a client-branded portal and prefer pre-configured agency workflows over building their own stack.

Real World Use Case

An agency plans a multi-channel campaign inside the platform, assigns tasks to creative and media teams, and shares performance updates with the client via a branded dashboard. Finance exports invoices to QuickBooks and the account manager updates CRM notes in the same system.

Pricing

Pricing begins at $129 per month when billed annually with monthly billing available and higher tiers for larger teams. The vendor structures plans by user count and billing cycle so expect per-seat scaling as you grow.

Website: https://advertisingagencysoftware.com

SuiteDash

At a Glance

SuiteDash includes unlimited team members at every tier, a model that can materially reduce subscription spend as you hire. The platform combines client portals, billing, CRM and workflows into a single database shared across modules, which changes how data flows between functions.

Core Features

SuiteDash bundles core agency tools into one environment.

• CRM with contact records and pipeline management for client lifecycles.
• Client portals that are brandable with custom domains, logos and themes.
• Project management, invoicing, proposals, email marketing, LMS, file sharing and automation all reading from the same data set.

Key Differentiator

The standout is that every module reads and writes to a single unified database. That removes data duplication and reduces manual syncing between tools. For agencies that move information between CRM, billing and portals every day, that one database model cuts friction.

Pros

• Flat-rate pricing with unlimited team seats at each tier makes budgeting simpler and can lower per person cost as you grow. This is practical for agencies that add contractors during busy months.
• Consolidates multiple capabilities into one place, which reduces the number of vendor accounts you must manage and the invoices you pay each month.
• White label options let you present a professional branded portal to clients, including custom domains and theming for client facing work.
• Automation covers onboarding, project creation and billing which helps preserve consistency across repeatable services.
• Scales across different service niches from marketing to web design and consulting without forcing a separate product for each function.

Cons

• Sources analysed did not surface substantive third party user reviews, so independent validation of usability and long term reliability is limited.
• The public product data lists no published third party integrations, which may mean you will need custom work to link specialised tools.
• Feature depth for edge case workflows is not documented in the sources provided, so you may discover gaps only after trialling the platform.

When It May Not Fit

If your agency requires a proven ecosystem of third party integrations and marketplace apps, SuiteDash may create more work. The vendor information provided shows no listed integrations and limited independent reviews, so larger agencies that rely on specialised best in class tools may prefer established point solutions instead.

Who It’s For

You if you run a small to medium sized service agency that bills by retainer or project and wants to replace multiple subscriptions with a single system. It fits teams that value a branded client experience and prefer fewer vendor relationships.

Real World Use Case

An agency consolidates CRM, project management, invoicing and client portals into SuiteDash. They automate client onboarding, generate recurring invoices and deliver a branded portal. The result is fewer subscriptions to manage and quicker, repeatable client handoffs.

Pricing

Plans use a flat subscription model starting at $19/month for basic features and rising to $99/month for advanced automation and the white label mobile app. That structure makes per seat cost effectively zero as you add team members.

Website: https://suitedash.com/agency-software

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Comparing CRM and Marketing Tools for Agencies

Choosing the right CRM and marketing tool requires evaluating specific features, implementation processes, and pricing models relevant to agencies’ individual needs. Below, we compare some leading solutions, including the highlighted service “Beyond Greatness.”

Depth of Integration with CRM Systems

“Beyond Greatness” sets itself apart by offering an engagement model that combines strategy development with direct CRM implementation, ensuring organisational processes are calibrated to measurable outcomes like customer acquisition cost (CAC) reductions and revenue increases. Competitors like “SuiteDash” converge CRM, billing, and client management into a unified database, which enhances data consistency yet lacks the bespoke strategic consulting that “Beyond Greatness” includes in its service.

Platform Customisation and User Autonomy

While “Beyond Greatness” provides operational systems and strategy-focused implementations, platforms like “JJungles” offer high levels of customisation, allowing agencies to tailor workflows, pipelines, and task views extensively. This flexibility may suit Agencies seeking to adapt the system to predefined methodologies without involving external consultants.

Best Fit Scenarios

• If your agency values bespoke strategy combined with CRM implementations that focus on measurable key performance indicators and long-term operational improvements, “Beyond Greatness” aligns well with this need.
• For teams prioritising comprehensive internal customisations with minimal external guidance, “JJungles” offers adaptable configurations and advanced visualisation tools like Gantt charts.
• Smaller agencies looking for user-friendly interfaces and packaged tools combining CRM, billing, and simple project management find “Agency Handy” to meet requirements effectively.

Our Recommendation for Agencies

“Beyond Greatness” delivers the most significant value for marketing directors and agency organisers who require a service that not only builds sustainable business processes but also ensures measurable performance reporting through customised CRM modules. Although “Beyond Greatness” is tailored for medium to large organisations, requiring a justified budget allocation, the strategic and functional depth it brings makes it an excellent investment for lasting results.

Given these evaluations, “Beyond Greatness” may not adapt as seamlessly for very early-stage startups or those requiring lower-cost, feature-concentrated solutions available in products like “SuiteDash.” For such scenarios, those alternatives provide a functional entry-point until scalability necessitates a more comprehensive approach.

Best CRM Tools for Agencies Comparison

Choosing the best CRM tool involves comparing the options based on features, pricing, and suitability for your agency’s size and needs.

Product Name	Core Feature	Key Differentiator	Best For	Pricing	Notable Limitation
Wearebeyondgreatness	Strategic CRM implementation and automation	Combines marketing strategies with operational systems	Mid-sized and large organisations	Not disclosed	Pricing tailored to larger organisations, limiting affordability for early startups
Workamajig	Project and finance CRM for large agencies	Combines project, finance, and CRM for agency workflows	Large advertising and creative agencies	$45/user/month	Complex setup process and learning curve
Agency Handy	Comprehensive client and project management	Automates billing and client portals integration	Small to medium-sized agencies	£29/month	Limited advanced analytics and deep customisation opportunities
JJungles	All-in-one CRM with automation	Includes business hub and bespoke customisation options	Digital marketing agencies	$45/user/month	Lack of independent review validation
SuiteDash	Unified database for CRM and billing	Integrated client portals and white-label capabilities	Small to medium-sized service agencies	$19–99/month	Limited third-party integrations documented

Discover the Best CRM Approach for Your Agency’s Growth

Choosing the best CRM tools for agencies can feel overwhelming when your marketing and sales are not aligned, and revenue is inconsistent. The real challenge is not just picking software but building a revenue system that links strategy with execution and clear reporting.

Wearebeyondgreatness delivers that solution by implementing CRM systems properly while aligning sales and marketing teams. They transform guesswork into measurable outcomes that reduce your Customer Acquisition Cost and boost lifetime value. Their expertise goes beyond surface-level advice by designing commercial architecture that helps agencies scale confidently.

Explore Ecommerce solutions that tie marketing to commercial results.

Stop guessing and take control of your revenue systems. Book a consultation with Wearebeyondgreatness and leave with integrated CRM and reporting systems tailored just for you.

Frequently Asked Questions

How does Wearebeyondgreatness handle CRM implementation for marketing agencies?

Wearebeyondgreatness excels at integrating CRM implementation with automation to connect marketing activities directly to commercial outcomes. The consultancy’s approach ensures that client teams leave not only with strategic plans but also with operational systems in place for visibility on key metrics. Agencies seeking effective CRM implementation should consider engaging with Wearebeyondgreatness to streamline their processes.

What is the difference between Wearebeyondgreatness and Workamajig?

Workamajig offers an integrated platform tailored for large creative and advertising agencies, providing project management, finance, and CRM functionalities under one roof. In contrast, Wearebeyondgreatness focuses on embedding operational systems within engagements, allowing clients to run new sales and marketing models autonomously, which might be more advantageous for agencies looking for long-term partnership support.

Which platform provides better long-term operational support for revenue systems?

Wearebeyondgreatness is distinguished by its focus on operational support that follows the launch of its systems, ensuring continuous optimisation of marketing and sales strategies. Their commitment to long-term partnership helps agencies improve their operations progressively after implementation, setting them apart from competitors.

Can I use Wearebeyondgreatness if I have a small agency?

Wearebeyondgreatness primarily caters to mid-sized and larger organisations with existing budgets for implementation. Smaller agencies might find the bespoke pricing less accessible, but they can start with smaller diagnostic engagements to determine suitability before committing further.

How does Wearebeyondgreatness approach revenue attribution?

Wearebeyondgreatness puts a strong emphasis on revenue attribution by implementing systems that allow clients to report on pipeline and ROI from day one. Their strategic marketing objectives are built around measurable results, which ensures that agencies can track their financial performance effectively.

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• Why agencies need growth strategy for revenue in 2026 – wearebeyondgreatness.co.uk
• Top 8 bradb.digital Alternatives 2026 – wearebeyondgreatness.co.uk