5 Best Agency Software to Build and Run A Successful Agency

From communication hiccups to dealing with multiple client demands, it’s easy to feel like you’re constantly putting out fires. 

Whether it’s managing tight budgets, finding and keeping top talent, or simply staying ahead of the project deadlines, the hurdles can seem endless.

The right tools can make all the difference. 

In this guide, we’ve narrowed it down to the top 5 agency software that stands out for their features, ease of use, and ability to enhance your agency’s operations. 

Let’s explore these must-have tools that can help you increase your agency’s performance to new heights.

Quick List of The Best Agency Software

• Agency Handy: Best for centralized client, order, and billing management.
• Productive.io: Suitable for streamlined project, resource, and financial management.
• Asana: Ideal for task management, collaboration, and progress tracking.
• Teamwork: Excellent for end-to-end project delivery and resource management.
• HubSpot: Best for integrated CRM, marketing, and sales automation.

Quick Comparison Table of Top Agency Software

When choosing the best agency software, it’s important to consider its key features, ease of use, and suitability for your specific needs. Here’s a quick sneak peek of how they stand out:

Agency Software	Top 3 Key Features	Suitable For	Free Trial	Pricing
Agency Handy	1. Client onboarding and management2. Service catalog3. Automated invoices	Agencies of all sizes	7 days	Check Pricing
Productive.io	1. Resource planning2. Time tracking3. Real-time profitability insights	Agencies focused on financial tracking	14 days	Check Pricing
Asana	1. Task management2. Project timelines3. Real-time collaboration	Small to mid-sized agencies	30 days	Check Pricing
Teamwork	1. Project management2. Resource management3. Process automation	Client service teams	30 days	Check Pricing
HubSpot	1. CRM and lead management2. Marketing automation3. Custom reporting	Fit for agencies of small to large  sizes	Varies by tool	Check Pricing

5 Best Agency Software to Power Your Agency Growth

Now that you know each software’s top features, ease of use, and per-user average cost. Let’s jump into their detail and find out more about how we liked the software, its pros and cons, its pricing, and user reviews: 

1. Agency Handy

For agencies, managing client onboarding, communication, and billing can be a challenge. Agency Handy simplifies this by providing a unified platform tailored to handle these crucial tasks efficiently.

Agency Handy’s customizable client onboarding process allows you to tailor the experience to each client’s needs. By centralizing all necessary client information and documentation, the platform ensures that you start each project on the right foot. 

Once the client is onboarded, Agency Handy continues to support your workflow with its service catalog feature. This allows you to clearly outline services, pricing, and customization options, making it easier for clients to select what suits them best. 

The integrated client portal keeps clients informed with real-time updates, reducing the need for constant communication and allowing your team to focus on delivering quality work.

Financial management is also made simple with Agency Handy’s automated invoicing system. By automating billing processes, the platform ensures that you get paid on time without the hassle of manual invoicing. 

This feature not only streamlines your operations but also enhances client satisfaction by providing a smooth and professional billing experience.

If your agency is looking to improve client interactions and simplify billing processes, Agency Handy offers a straightforward and effective solution. It’s designed to help you manage these core aspects of your business effortlessly, so you can dedicate more time to what matters most—delivering exceptional work to your clients.

Features of Agency Handy

Here’s how Agency Handy stands out as a top choice for agency software solutions:

Service Catalog and Customization

Agency Handy makes it simple to create a detailed Service Catalog. You can easily showcase your services with clear descriptions, pricing, and customization options. This feature ensures clients can quickly understand and select the services that best fit their needs.

Client Onboarding and Management

The platform offers customizable Order and Intake Forms that streamline the client onboarding process. All necessary client details, such as contact information and project history, are centralized in one place. This makes Agency Handy an ideal solution for agencies needing efficient client management software.

Order and Task Management

Managing projects is streamlined with Agency Handy’s order and task management tools. The platform’s intuitive Kanban boards and task assignment features help you track progress, set deadlines, and delegate tasks efficiently. This ensures that projects stay on track and responsibilities are clearly defined.

Team Collaboration and Communication

Agency Handy improves team collaboration through shared task lists, real-time updates, and integrated communication tools. These features keep your team connected and informed, essential for smooth project workflows. The platform is particularly suited for creative teams needing efficient project management.

Billing and Invoicing

Financial management is simplified with Agency Handy’s integrated billing and invoicing features. The platform supports various payment methods and automates the invoicing process. This makes it an excellent choice for creative teams in need of reliable billing and invoicing software.

Customization and Branding

Agency Handy allows you to customize the platform to match your brand’s identity, from the client portal to personalized email templates. This ensures consistent branding across all client interactions. It’s an ideal solution for agencies seeking a tailored project management software experience.

Secure Access and Data Management

Security is a top priority with Agency Handy, offering role-based access controls to protect sensitive client information. You can assign specific permissions to team members, ensuring that only authorized personnel access important data. This makes it a dependable choice for secure team management.

Reporting and Analytics

Agency Handy provides robust tools for tracking key performance metrics. Whether you’re monitoring project completion rates or client satisfaction, these insights support data-driven decision-making. This feature is especially valuable for agencies focused on digital marketing and project success.

Best Use Case for Using Agency Handy

Here are the best use cases for Agency Handy:

Digital Marketing Agencies
Agency Handy excels in streamlining digital marketing workflows and improving client communication. It’s an ideal choice for managing complex campaigns, and keeping everything organized. The platform’s client portal enhances transparency and collaboration.

Creative Studios
Creative teams benefit from Agency Handy’s creative order management features, offering task tracking and seamless collaboration. It’s a go-to tool for creative studios needing to manage multiple projects efficiently. The platform ensures that deadlines are met and feedback is handled smoothly.

Content Creation and Design Agencies
Agency Handy simplifies project management and financial tracking for content and design agencies. It’s a perfect fit for managing large-scale projects with ease. The software also offers robust billing and invoicing features, making financial management straightforward.

Web Development Agencies
Agency Handy streamlines project management for web development agencies. The platform’s clear communication tools keep clients informed, making it a top choice for web development projects. It helps in keeping everything on schedule and within scope.

Graphic Design Studios
For graphic design studios, Agency Handy offers essential tools for managing client projects and feedback. The platform’s customizable order forms and task management features keep projects organized and on track. This makes it easier to handle multiple design projects and meet client expectations.

Consulting Firms
Consulting firms benefit from Agency Handy’s secure document sharing and real-time updates, crucial for handling sensitive data. The platform ensures transparent communication and efficient collaboration with clients. It’s ideal for consulting firms seeking to improve service delivery and client satisfaction.

Video Editing Agencies

Agency Handy is perfect for video editing agencies managing multiple projects with tight deadlines. The platform’s task management features help track revisions, deadlines, and client feedback efficiently. This ensures a smooth workflow, allowing you to focus on delivering high-quality video content on time.

Pros of Using Agency Handy

• Kanban boards visually track project progress.
• The user-friendly interface ensures easy navigation.
• Responsive customer support quickly resolves issues.
• Customization options align software with branding needs.
• Competitive pricing makes it a budget-friendly option.
• The client platform enhances communication and professionalism.
• A 14-day free trial offers a risk-free test.

Cons of Using Agency Handy

• No reseller program for white-labeled solutions.
• Lacks image commenting for visual feedback.

Agency Handy Pricing

What Users Say About Agency Handy

Rating on G2: 5 out of 5

“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.

Rating on Product Hunt: 5 out of 5

“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin

Rating on Trustpilot: 3.8 out of 5

“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.

Customer Management: Adding customers is incredibly straightforward, allowing us to maintain a well-organized database with ease.

Proposal Generation: The feature to send proposals is efficient and professional, saving us time and enhancing our client communication.

Invoicing System: Generating invoices is a breeze with Agency Handy. The system is reliable and helps us get paid faster.

Task Management: The Kanban-style task management has revolutionized how we handle our workload, providing clarity and boosting productivity.” – Vikas Patil

Why Should You Choose Agency Handy as an Agency Software to Use?

Agency Handy can help you solve all your agency issues by addressing them directly.  We’ve crafted a table that shows you exactly how Agency Handy tackles these issues. 

Issues Faced by Agencies	How Agency Handy Solves Them
Complex Project Workflows	Streamlines project workflows with intuitive Kanban boards.
Inefficient Client Onboarding	Customizable intake forms simplify client onboarding.
Resource Overload	Real-time tracking helps manage and allocate resources.
Communication Breakdowns	Integrated communication tools keep everyone connected.
Task Management Confusion	Clear task assignments with automated reminders.
Inconsistent Branding	A centralized service catalog ensures consistent brand messaging.
Time Management Struggles	Deadlines and progress are tracked to keep projects on time.
Security Concerns	Role-based access controls protect sensitive client data.

2. Productive.io

Productive.io is an all-in-one agency management platform designed to streamline operations from project management to financial tracking.

Its comprehensive features, including task management, time tracking, and resource allocation, provide agencies with a clear overview of their projects and profitability. 

With customizable dashboards and real-time reporting, Productive.io ensures that you always have the insights you need at your fingertips. For agencies focused on growth, Productive.io offers powerful budgeting and forecasting tools, helping you plan and allocate resources efficiently. 

Its seamless integrations with popular tools like Slack and Xero further enhance productivity and collaboration.

Features of Productive.io

Here are the Key Features of Productive.io that stand out:

• Multiple project views: Productive.io offers Kanban boards, list views, and timelines to fit various project needs.

• Time tracking: Track billable and non-billable hours directly within tasks, ensuring accurate project billing.
• Resource planning: Visual resource allocation helps balance workloads and optimize team productivity.
• Financial management: Real-time budget tracking and profitability analysis keep projects financially on track.

• Integrations: Productive.io integrates with tools like Slack, QuickBooks, and Google Calendar for streamlined agency operations.

Further Read: Productive.io Alternatives!

Pros of Using Productive.io

• User-friendly interface makes navigation simple and intuitive.
• Customer support is responsive and helpful in resolving issues.
• Powerful tools for tracking project profitability and billing.
• Regular updates ensure continuous improvement and added features.

Cons of Using Productive.io

• Reporting features are somewhat limited compared to competitors.
• Invoicing and budgeting can be challenging to manage effectively.

Pricing

Here is the pricing section of Productive.io:

1. Essential—$9 per user/month, billed annually: Basic project management features, time tracking, and task management for small teams or agencies.
2. Professional—$24 per user/month, billed annually: Adds advanced features like budgeting, resource planning, and custom reporting. Ideal for growing agencies requiring more comprehensive tools.
3. Ultimate—Custom pricing: Tailored for large agencies needing full-scale management solutions, including advanced security and enterprise-level features.
4. Enterprise (50+ users)—Custom pricing: Designed for large organizations with extensive needs, offering dedicated support and custom integrations.

Free trial: Yes, 14 days.

Note: Get more information about Productive.io pricing

What Users Say About Productive.io

Rating on Capterra: 4.6 out of 5

“”A good but expensive option”

Overall: It’s good but certain aspects could be improved.

Pros: I like the split of booked and billed hours, as well as the ease of invoicing

Cons: It’s very expensive compared to similar products. The mobile app is clunky.”- Jaka M. 

3. Asana

Asana is a powerful project management tool that helps your team stay organized, on track, and efficient. With its simple interface, you can easily create tasks, assign them to the right people, and set deadlines that keep everyone moving forward.

Whether you prefer lists, boards, or timelines, Asana adapts to your preferred workflow, making project tracking intuitive. For agencies, Asana excels in enhancing collaboration and maintaining clarity across projects. 

Its reporting and workload management features ensure that teams stay on top of their tasks without feeling overwhelmed. 

Additionally, with integrations like Slack and Google Workspace, Asana seamlessly fits into your existing toolset. Asana’s flexibility and comprehensive features make it an ideal choice for agencies of all sizes.

Further Read: Asana Client Portal: Does It Really Work?

Features of Asana

Here are the core features of Asana:

• Flexible project views. Asana offers list, board, and calendar views. This flexibility allows you to choose the most suitable layout for your projects.

• Enhanced task management. Create, assign, and track tasks with ease. Asana supports real-time comments, file attachments, and team conversations.
• Workflow automation. Automate routine tasks with custom rules. This feature reduces manual work and boosts efficiency.
• Goal tracking. Link tasks and projects to your organizational goals. This helps teams stay aligned with company objectives.

• Integration options. Asana integrates with over 100 tools, including Slack, Google Drive, and Microsoft Teams, streamlining your workflow.

Pros of Using Asana

• The easy-to-use interface simplifies task management.
• Efficient project tracking ensures deadlines are met.
• Enhances team collaboration with integrated tools.
• Customizable features cater to specific project needs.
• Aesthetic design and clean layout improve user experience.

Cons of Using Asana

• Limited advanced features for complex project needs.
• Notifications may be easily overlooked, affecting communication.

Asana Pricing

Here is the 4 tiered pricing structure of Asana:

1. Basic—Free: Ideal for individuals or small teams starting with task management. Includes unlimited tasks, projects, and basic features.
2. Premium—$10.99 per user/month, billed annually: Best for teams needing advanced project planning. Offers timelines, Gantt views, and workflow automation.
3. Business—$24.99 per user/month, billed annually: Designed for organizations managing portfolios and resources across departments. Includes goals, portfolios, and advanced workflows.
4. Enterprise—Custom pricing: Tailored for large enterprises with extensive needs. Provides advanced security, Asana Intelligence, and priority support.

Free trial: Yes, 30 days.

What Users Say About Asana

Rating on Capterra: 4.5 out of 5

“Great for Integration”

Overall: Great for team and project management. I really like how you can integrate it with multiple platforms.

Pros: It is very easy to use and offers many automation features in comparison to others

Cons: I think it takes a bit of getting used to the format of everything but once you get it it’s extremely useful for day-to-day task tracking”- Maria O. 

4. Teamwork

Teamwork is a comprehensive client services management platform designed to streamline agency operations. It’s ideal for agencies looking to optimize resource utilization, increase margins, and improve client satisfaction. 

With features like project management, capacity planning, and advanced reporting, Teamwork helps agencies stay organized and efficient. The platform offers tools for task tracking, time management, and collaboration, making it easier for teams to work together. 

Additionally, Teamwork integrates seamlessly with over 400 apps, including Slack, QuickBooks, and HubSpot, ensuring a smooth workflow. 

Whether you’re managing budgets, tracking time, or collaborating with clients, Teamwork provides the flexibility and control needed to deliver outstanding results. It’s a solution that grows with your agency.

Features of Teamwork

Here are the features of Teamwork that we appreciated: 

• Comprehensive project management: Teamwork provides robust tools like tasks, milestones, and Gantt charts. These features allow for detailed project planning and real-time tracking. 

• Resource management: With Teamwork, you can efficiently manage your team’s capacity, billable rates, and workloads. The platform offers visual tools like workload charts and timesheets to ensure resources are allocated effectively. 
• Process automation: Automate repetitive tasks using rules-based workflows and project templates. This feature saves time and reduces manual errors by streamlining your agency’s processes. 
• Collaboration tools: Teamwork enhances collaboration with tools like proofing, document editing, and direct messaging. These features ensure that all team members stay connected and can easily share feedback. 

• Custom reporting: Generate detailed, real-time reports on budgets, profitability, and project health with Teamwork’s reporting tools. These customizable reports provide valuable insights that help you make data-driven decisions. 
• Client portals: Teamwork includes secure client portals where you can share updates and gather feedback. These portals are customizable, allowing you to control what information clients can access. 
• Extensive integrations: Teamwork integrates seamlessly with over 400 apps, including Slack, QuickBooks, and HubSpot. These integrations enhance your workflow by connecting all the tools your team uses daily. 

Pros of Using Teamwork

• Task management effectively organizes and tracks project progress.
• Customer support is responsive and resolves issues quickly.
• Collaboration tools streamline communication across team members.
• Time tracking integration ensures accurate project billing.

Cons of Using Teamwork

• Reporting features are limited and lack advanced options.

Teamwork Pricing

1. Deliver Plan: $10.99/user/month (billed yearly)

The Deliver plan is perfect for teams needing robust project management tools. At $10.99 per user per month, it includes essential features like automation and forms, project status reports, and team management tools. It’s an excellent choice for small teams looking to streamline their workflows without compromising on essential features.

2. Grow Plan: $19.99/user/month (billed yearly)

The Grow plan is designed to manage more complex client projects. Priced at $19.99 per user per month, billed annually, this plan requires a minimum of 5 users. It includes everything in the Deliver plan, plus additional features like workload and capacity management, advanced budgeting, and powerful reports. 

3. Scale Plan: $54.99/user/month (billed yearly)

The Scale plan, the most popular option, includes all the features of the Grow plan, plus unlimited retainer management, unlimited custom reports, and a resource scheduler. This plan is tailored for agencies looking to make their operations more productive and profitable, offering tools that help manage client work at a larger scale.

4. Enterprise Plan: Custom Pricing

The Enterprise plan is for agencies needing enterprise-grade features and advanced services. It includes all the features of the Scale plan, along with premium consulting and support services, advanced security features like SSO, and dedicated infrastructure. 

Free trial: Yes, 30 days.

What Users Say About Teamwork

Rating on Capterra: 4.5 out of 5

“Teamwork.com: Project Portfolio Management Platform of 2024”

Overall: Task and project management are the main benefits that I gain from Teamwork.com.

Pros: I give a double thumbs up to the fact that Teamwork.com has an iOS mobile application that allows me to manage, plan, and track projects automatically on the go.

Cons: Customer support on weekends takes time to attend to queries.”- Vivian A. 

5. HubSpot

HubSpot is an all-in-one customer platform designed to scale with businesses of all sizes, offering tools across marketing, sales, customer service, and content management.

HubSpot is an all-in-one customer platform designed to scale with businesses of all sizes, offering tools across marketing, sales, customer service, and content management. 

HubSpot’s free CRM is at its core. It simplifies managing customer interactions. You can easily track leads, automate tasks, and personalize communication. The platform’s interface is user-friendly and intuitive. 

It combines powerful features like email marketing and pipeline management. AI-powered content creation ensures your business runs smoothly.

Whether you’re looking to boost your marketing efforts, enhance customer service, or streamline operations, HubSpot provides the flexibility and scalability you need. Plus, with seamless integrations and security, HubSpot is the go-to solution for growing your business efficiently.

Features of HubSpot

Here are the features of HubSpot that stood out to us:

• Free CRM: HubSpot offers a free CRM that helps you track and manage customer interactions in one place. It’s a robust tool for organizing contacts, monitoring deals, and automating sales tasks. 
• Marketing automation: HubSpot’s marketing tools allow you to create and automate personalized email campaigns. You can easily build custom forms, landing pages, and track ad performance. 
• Sales tools: HubSpot provides powerful sales tools like pipeline management and email tracking. You can automate follow-ups, schedule meetings, and monitor document engagement. 

• Customer service tools: With HubSpot, you can manage customer support through live chat, ticketing systems, and customer feedback tracking. The platform helps you provide timely support and improve customer satisfaction. 
• Content management system (CMS): HubSpot’s CMS allows you to create and manage your website easily. The drag-and-drop website builder, combined with SEO tools, ensures your site is optimized for search engines. 
• AI-powered tools: HubSpot includes AI-powered content creation tools to help generate marketing emails, blog posts, and other content. These tools save time and improve the quality of your communications.
• Robust reporting and analytics: HubSpot offers a centralized dashboard for tracking key metrics across marketing, sales, and customer service activities. Customizable reports provide deep insights into business performance. 

Pros of Using HubSpot

• Extensive training resources help you learn the platform.
• The CRM integrates seamlessly with third-party tools.
• Automations streamline tasks, boosting efficiency and productivity.
• Content creation and management tools are comprehensive.

Cons of Using HubSpot

• Some advanced features are limited or unavailable.
• The platform can become expensive as you scale.
• Workflow setup can be complex for new users.

HubSpot Pricing

For Individuals and Small Teams:

• Free Tools—$0:

Perfect for individuals or small teams starting out with essential tools for lead generation, email management, and performance tracking. Free for up to 5 users with no credit card needed. Includes basic tools for marketing, sales, service, content, operations, and commerce.

• Marketing Hub Starter—$20 per seat per month, billed monthly:

Ideal for small teams that need core marketing tools to engage and convert leads. This plan supports 1,000 marketing contacts and removes HubSpot branding from emails, forms, and live chat. It also includes simple marketing automation, with email and in-app chat support available.

• Starter Customer Platform—Starts at $20 per seat per month, billed monthly:

Suitable for small teams looking for an all-in-one customer platform that integrates marketing, sales, and service tools. This tier offers extended features from the free tools, with additional support and the flexibility to pay monthly or upfront for better value.

For Businesses and Enterprises:

• Marketing Hub Professional—$800 per month, billed annually:

Designed for businesses that require comprehensive marketing tools for automation, reporting, and campaign management. This plan includes 3 seats, with extra seats available for $45 per month each.

• Marketing Hub Enterprise—$3,600 per month, billed annually:

Built for large enterprises that need advanced customization and control. This plan includes 5 seats, with additional seats priced at $75 per month. Features include team organization, customer journey analytics, custom objects, and multi-touch revenue attribution.

Free Trial:
No free trial is offered, as HubSpot provides a freemium plan.

What Users Say About HubSpot

Rating on G2: 4.4 out of 5

“”Great platform let down by sales”

What do you like best about HubSpot Marketing Hub?

The platform is an awesome all-in-one solution for marketing automation. This tool really is a one-stop shop for most people.

What do you dislike about HubSpot Marketing Hub?

The pricing is pretty high compared to other things, so the customer has to see the value. Unfortunately, HubSpot doesn’t always get the customer to understand the value, and the relationship sours due to a lack of care about customer retention.”- Matthew E. 

What are The Advantages of Using Agency Software?

Agency software offers a multitude of benefits that can significantly improve the efficiency and effectiveness of any agency. Here are some key advantages:

1. Effortless Project Planning

Modern agency software takes the guesswork out of project planning with AI-driven predictions. It automates scheduling and resource allocation and helps establish a solid project foundation, ensuring that projects are delivered on time and within scope.

2. Balanced Resource Management

Managing resources across multiple projects can be like playing a game of Tetris. Agency software helps balance workloads, preventing overbooking and ensuring that resources are used efficiently. 

3. Pipeline Forecasting

With agency software, you gain visibility into all ongoing, completed, and planned projects. This helps prevent bottlenecks, allows for better capacity planning, and aids in making informed decisions about when to hire new talent.

4. Improved Team Collaboration

Effective collaboration is key to any successful project. Agency software enables teams to stay aligned by providing a central hub for task management, communication, and progress tracking, reducing the need for rework and fostering continuous delivery.

5. Up-to-the-Minute Reporting

Accurate and timely reporting is essential for project success. Agency software provides detailed insights into project progress, helping teams make informed decisions and adjust plans as needed to stay on course.

6. Effective Communication

Whether it’s internal team communication or client interactions, agency software streamlines communication processes. It offers centralized platforms for sharing documents, updates, and feedback, ensuring that everyone is on the same page.

7. Improved Customer Satisfaction

Delivering projects on time and within budget naturally leads to happier clients. With agency software, agencies can provide a transparent and efficient service, which enhances customer satisfaction and fosters long-term relationships.

How to Choose the Right Agency Software 

Selecting the right agency software is crucial for the smooth operation of your agency. With so many options available, making the right choice requires careful consideration of several factors. 

Here’s how to make an informed decision:

1. Understand Your Agency’s Needs

Start by identifying what your agency truly needs. Consider the type of work you do, the size of your team, and the specific challenges you face. For example, a creative agency might require strong collaboration tools, while a marketing agency or advertising agency might prioritize client communication and reporting features.

2. Evaluate Software Features

Not all software offers the same features, so evaluate what’s included. Look for essential tools like project management, time tracking, and invoicing. Consider whether you need advanced features like resource planning, automation, or client portals. The key is to match the software’s capabilities with your agency’s requirements.

3. Consider Integration Capabilities

Your agency likely uses a variety of tools, from CRM systems to email platforms. Ensure that the agency software you choose integrates seamlessly with your existing tools. This will help maintain workflow efficiency and reduce the need for manual data entry, ultimately saving you time and effort.

4. Assess Usability and Support

Ease of use is a significant factor. Your team should be able to navigate the software without extensive training. Look for software with an intuitive interface and strong customer support, including tutorials and onboarding assistance. This will minimize disruptions during the transition and help your team adapt quickly.

5. Think About Scalability and Flexibility

As your agency grows, your software needs may change. Choose a platform that can scale with your business, offering flexibility in terms of user numbers, features, and pricing plans. This ensures that the software remains useful as your agency evolves, preventing the need for frequent software changes.

How to Implement Agency Software Your Team

Integrating agency software into your workflow can streamline processes, boost efficiency, and enhance collaboration. Here’s how to effectively implement it in five steps:

1. Set Clear Objectives

Begin by identifying your team’s specific needs and goals. Whether it’s improving client communication or optimizing task management, having clear objectives will guide your implementation strategy and help you choose the right features.

2. Choose the Right Software

Select software that aligns with your agency’s unique requirements. Look for features like task tracking, project management, and team collaboration. Ensure it integrates smoothly with your existing tools and is scalable for future growth.

3. Develop an Implementation Plan

Create a detailed plan that outlines the steps for rolling out the software. Assign responsibilities, set a timeline, and plan for gradual adoption. This approach minimizes disruption and allows your team to adapt comfortably.

4. Train Your Team

Provide comprehensive training to ensure your team understands the software’s functionality. Use a mix of training methods such as workshops, online tutorials, and hands-on sessions. Encourage your team to explore and ask questions to become proficient with the new tool.

5. Monitor and Adjust

Once the software is in use, continuously monitor its impact on your workflow. Collect feedback from your team and make necessary adjustments to optimize its performance. Regularly evaluate how well the software is meeting your initial objectives and refine your processes accordingly.

So, What’s the Best Agency Software?

Agency Handy is the best agency software. Here are plenty of instances where Agency Handy has proved itself.

Agencies need tools that can simplify complex workflows, streamline client communication, and improve team collaboration. 

Agency Handy checks all these boxes, making it a top contender for agencies of all sizes. With features like Kanban boards and task tracking, Agency Handy keeps your team organized. These tools help ensure that deadlines are met and projects stay on track. 

Additionally, the platform offers a client portal that makes sharing updates and gathering feedback straightforward, which is vital for maintaining clear communication with clients.

What really sets Agency Handy apart is its customization. The platform allows you to tailor its features to match your agency’s brand and workflow. This means you can create a consistent and professional experience for your clients every step of the way. 

Conclusion

Choosing the right agency software can transform how your team operates, making your workflows more efficient and your clients more satisfied. 

By evaluating your specific needs, exploring key features, and considering scalability, you can find a tool that perfectly aligns with your agency’s goals. 

Whether you prioritize task management, client communication, or financial tracking, the right software is out there. 

Take your time, test your options, and select the best fit for your unique needs.

FAQs

What key features should I look for in agency management software?

Look for features like project management, time tracking, invoicing, and client communication tools. Also, consider tools for team collaboration, resource planning, and reporting. The right features help you manage tasks efficiently and keep projects on track.

How does agency software improve client communication and project tracking?

Agency software centralizes all communication in one place, making it easier to share updates, gather feedback, and keep everyone on the same page. It also provides tools like task lists, timelines, and progress tracking, so you can see how projects are moving along and ensure deadlines are met.

Can agency software integrate with other tools we already use?

Yes, most agency software can integrate with other tools like email, calendars, and file storage systems. This helps streamline your workflow by connecting all your tools in one platform, making it easier to manage everything without switching between different apps.