Best CRM for No-Code Agencies in 2026: Builds and Retainers

What a CRM for no-code agencies is (and what it is not)

A CRM for a no-code or low-code agency is the business side of the build: who the client is, what you agreed to deliver on which platform, what the maintenance retainer covers, which workspace belongs to whom, what changes were requested after sign-off and what is still unpaid. It is not a builder, a hosting layer, a bug tracker or version control. Workspace369 does not build, host or deploy anything on Webflow, Bubble, Make, Zapier or Airtable. If a tool stores contacts but leaves the agreement and billing elsewhere, a "small tweak" to a signed build becomes unpaid work.

How we compared these tools

We compared each tool on the same five points, using only the vendor's own pricing pages as read on October 19, 2026:

1. Entry price and the price of the plan that lists retainer billing, monthly and billed yearly, per user where the vendor prices that way.
2. Retainer and invoice coverage: retainers or recurring invoices, and invoices built from logged time.
3. Intake and scope control: forms for the client brief, a client portal, and a way to price extra work.
4. Seat limits and minimums that change the price for a team of one to five.
5. Trial terms: length, and whether the vendor says a card is needed.

We did not test speed, support, reliability or mobile apps, did not test any no-code platform integration, and did not use third-party ratings. Order reflects documented fit for a small agency selling fixed-scope builds with maintenance retainers.

The best CRM for no-code agencies in 2026

1. Workspace369, best for small agencies selling builds plus maintenance retainers

Workspace369 keeps the client record, a proposal the client approves online, contracts with e-signature, a retainer, tasks, time tracking, a client portal and invoices in one place. Cadet is $29 a month for one user ($23.25 billed yearly) and lists proposals, contracts, retainers and payment schedules, recurring invoices, public intake forms, optional line items, a client portal and time tracking. Intake forms can collect the platform, the existing workspace and the feature list, and the answers land on the client record. Retainers hold a balance that draws down as work is billed, which suits monthly maintenance. The screenshot is a demo record, not a customer result.

Limitations: it has no Webflow, Bubble, Make or Airtable integration and does not deploy or host builds. Cadet has one user and 5 active projects; Voyager ($74 a month, $59.25 billed yearly) gives two seats, unlimited projects and a timeline view, with $10 a month per extra seat. Change orders, which record scope creep beside the signed proposal, start at Specialist ($149 a month, 10 seats); on Cadet and Voyager, send a new proposal for the extra work. Webhooks and API also start at Specialist, and team workload view at Commander. The 14-day trial needs a card. Bonsai Essentials ($19 per user billed yearly, $25 monthly) is cheaper than Cadet even for one person, and far cheaper for two; it also lists proposals, contracts, forms and a portal.

Best for: agencies of one to ten people selling fixed-scope builds and maintenance retainers who want the agreement, the approval and the invoice together.

2. Bonsai, best for per-user retainer invoices

Bonsai lists retainer invoices and subscription invoices from Essentials, which is $19 per user a month billed yearly ($25 monthly). Essentials also lists invoices and payments, proposals and contracts, forms and questionnaires, scheduling, a client portal and expense tracking. Basic is $9 billed yearly ($15 monthly) with time tracking, task management and a CRM but no invoices. Premium ($29 billed yearly, $39 monthly) adds a deals pipeline, custom fields and profitability reports. The trial runs 7 days, and the page says you will be asked for card details to continue.

Limitations: pricing is per user, so three people on Essentials cost $57 a month billed yearly or $75 monthly, and Elite has a three-user minimum. Scope-change handling beyond a new proposal is not named on the pricing page, and there is no no-code platform integration.

Best for: one to three person agencies that want proposals, a portal and retainer invoices at a per-seat price that scales one person at a time.

3. Moxie, best for a flat team price with a portal

Moxie Starter is $12 a month ($10 billed yearly) and lists client and project management, invoicing and payments, proposals and contracts, time tracking and a custom form builder. Pro is $25 monthly ($20 billed yearly) and adds a white-labeled client portal, workflow automations and API integrations (Zapier, Make, webhooks and a public API). For a no-code agency that wires its own tools together, that beats Workspace369, where webhooks and API start at Specialist. Teams is $40 monthly ($32 billed yearly) and includes up to five team members. The page title mentions a 14-day free trial; card terms are not stated there.

Limitations: retainers and recurring invoices are not named on the pricing page, so check how a monthly maintenance fee repeats before you commit. The portal and automations start at Pro, not Starter, and five team members is the stated ceiling on Teams.

Best for: two to five person agencies that want a portal and forms at one flat price and can bill the maintenance retainer manually each month.

4. Productive, best for agencies that need budgets and resourcing

Productive is an agency operations tool built around budgets, time and resource planning. Essential starts at $10 per user a month billed yearly ($12 monthly) and lists budgeting, resource planning, project and task management, time tracking, expense management and API access. Professional is $25 per user a month billed yearly ($29 monthly) and adds recurring budgets and retainer invoicing; invoices are listed on every plan. The FAQ says all plans require at least three seats, and the sign-up block gives a 14-day free trial with no card required. Three people on Professional is $75 a month billed yearly, or $87 monthly.

Limitations: the three-seat minimum and the Professional requirement for recurring budgets make it dearer than a solo plan for a one- or two-person agency. The pricing page lists invoices, retainer invoicing and proposal PDF export, but not e-signature contracts or a branded client portal.

Best for: no-code agencies of three or more people that want budgets, profitability and capacity planning across several concurrent builds.

5. Teamwork.com, best for hour-based support retainers

Teamwork prices per user. Basics is $9.99 and Accelerate is $24.99 per user a month billed yearly. Monthly billing is $13.99 for Basics and $29.99 for Accelerate per user. Accelerate lists "Build client invoices from logged time", "Manage time budgets & retainers" and smart forms that route work requests. Quotes need the Optimize plan, which is priced by talking to sales. The free plan covers up to five users and five projects, and the paid trial is 14 days with no card required.

Limitations: five users on Accelerate cost $124.95 a month billed yearly, a lot for a small agency, and the retainers described are time-based, which fits hour packages better than a flat fee.

Best for: agencies of five or more that sell hour packages for support and want logged hours to become the invoice.

6. HubSpot, best as a free contact list with a deals pipeline

HubSpot's pricing page lists free tools for up to 2 users with no credit card required, and a Starter tier listed at $20 a month per seat. A limited-time new-customer offer appears beside that list price, and we did not use it. The page does not list proposals, invoices, time tracking, a client portal or retainer billing for Starter, so the build agreement and monthly invoice would live in another tool.

Limitations: an agency would run agreements, invoices and scope control elsewhere. No trial terms are stated for Starter on the page.

Best for: agencies whose main need is a sales pipeline and email history for new business, paired with a billing tool.

Side-by-side comparison

Which tool fits your no-code agency?

Run a mid-build change-request test during the trial

Take one fictional client through a build in each tool you shortlist:

1. Send the intake form that asks for the platform, the existing workspace and the feature list, and check the answers land on the client record.
2. Record the fixed build price and the maintenance retainer in a proposal the client approves.
3. Set up the retainer or recurring invoice for the first month after launch.
4. Have the client ask for a new integration after sign-off. Price it with the free scope-change request builder, send it for approval and see how the tool records the change.
5. Log time against the new work and add its fee to the invoice.
6. Export the client record and check what comes out.

The best tool keeps the intake brief, the original agreement, the approved change and the invoice on one client record. If the extra work is only an email thread, that is the leak this test is built to find. For more on the habit behind it, read how to stop scope creep on client projects.

Keep building and tracking in the tools made for it

No tool above deploys an app or tracks bugs. Keep builds in Webflow, Bubble or whichever platform you use, keep issues where your builders already work, and use the CRM for the business record around them. Decide in the agreement who owns each client workspace, and record it on the client record. A website maintenance agreement template is a useful starting point for the retainer terms, and a website change request form gives clients a clear way to ask for more.

When to keep it simple

If you build for two or three clients, a shared task list, a signed agreement and an invoice template can carry you a long way. Move to a client-work tool when a second person starts taking requests, when you cannot say what scope you agreed three months ago, or when you chase late payments by hand. The no-code and low-code agencies product page shows how Workspace369 handles proposals, communications, change orders and retainers, and the pricing page has current plans. Workflow Automations can send reminders and follow-ups, with email automations on every plan.

Before importing real clients, run one full project on demo data and check that your records can be exported.