Are you feeling overwhelmed by scattered client communications, missed deadlines, and disorganized project files? We know running a digital agency is no small feat.
A lack of organization can lead to missed deadlines and frustrated clients, potentially harming your agency’s reputation. This is where agency management software steps in.
These platforms streamline operations, bringing everything under one roof—from client communications to project management and invoicing. With so many choices, it can be tough to pick the right one for your agency.
That’s why we’ve compiled a list of the best agency management software to help you find the perfect fit for your business needs.
Quick List of Best Agency Management Software
- Agency Handy: Best for agencies needing a unified platform for managing clients, projects, and billing.
- Service Provider Pro: Ideal for digital marketing and SEO agencies; excels in project workflows and billing.
- ClickUp: Great for teams needing comprehensive task management and project tracking.
- Scoro: Perfect for consultancies focused on project and financial management.
- Productive: Suitable for agencies looking to streamline project management and financial tracking.
- Wrike: Best for customizable workspaces with strong task and project management.
- Slack: Ideal for team communication and real-time collaboration.
- Apollo: Designed for sales-driven agencies needing prospecting and CRM integration.
- Smartsheet: Versatile for managing projects and processes with flexible tools.
- Calendly: Great for simplified scheduling and calendar management with payment integration.
What is Agency Management Software?
Agency management software is a comprehensive tool designed to help digital agencies streamline their operations. It centralizes key functions like client management, project tracking, team collaboration, and billing into one accessible platform, significantly improving workflow organization.
Essential features include client profiles, project workflows, task delegation, and invoicing capabilities. These tools handle everything from initial client onboarding to final project delivery, ensuring a smooth and organized process throughout.
Additionally, agency management software often includes customizable dashboards, reporting tools, and integrations with other essential services. This makes it easier for agencies to monitor performance and optimize operations.
Advantages of Using Agency Management Software
Now that we have a clear understanding of what agency management software is, let’s explore the key benefits it brings to your agency:
- Centralized Communication: Keep all your client interactions, project updates, and team messages in one place. This setup helps you to avoid confusion and keeps everyone on the same page.
- Streamlined Project Management: Use visual tools like Gantt charts, task lists, and Kanban boards to keep track of your progress. This way, you can spot any issues and ensure that everything is on track and within budget.
- Efficient Client Onboarding: Customize your onboarding process with forms and automated workflows. This not only saves you time but also gives your clients a seamless and professional experience right from the start.
- Organized Document Handling: Easily manage documents with features like drag-and-drop uploads and version control. Keeping everything organized helps you and your clients stay up-to-date and reduces the risk of errors.
- Simplified Billing and Invoicing: Invoicing systems that support multiple payment methods which makes it easier for clients to pay on time. This helps you maintain financial stability and focus on growing your business.
Using agency management software not only streamlines your operations but also strengthens your client relationships and boosts your overall efficiency.
10 Best Agency Management Software [Comparison Table & Overview]
There are many agency management software in the market today, making it difficult to choose the right one for you and your business. To make your decision easier, we’ve gone through 45 different platforms and narrowed it down to the top 10 that stand out in the industry.
Before diving into a detailed analysis, take a look at this quick comparison table to help you find the best fit for your agency’s needs!
| Software | Key Feature | Project Management | Team Collaboration | Billing & Invoicing | Price |
| Agency Handy | Comprehensive workflow management | Order tracking, task management | Real-time team communication and collaboration | Integrated with Stripe & PayPal | Solopreneur at $69/month |
| Service Provider Pro | Client Portal & order management | Task scheduling, project tracking | Internal & external messaging | Recurring billing, payment reminders | Basic: $129/month |
| ClickUp | All-in-one work management | Task lists, milestones | Collaboration tools, @mentions | Custom billing options | Unlimited: $7/month |
| Scoro | End-to-end project & financial management | Order workflow management | Cross-team collaboration | Automated invoicing | Essential: $28/month |
| Productive | Comprehensive agency management | Order tracking, task lists | Team communication tools | Flexible invoicing options | Essential: $11/month |
| Wrike | Customizable workspaces | Task, order tracking | Real-time collaboration | Limited billing through integrations | Team: $10/month |
| Slack | Communication & collaboration | N/A | Channels, messaging | N/A | Pro: $9/month |
| Apollo | End-to-end sales platform | Order and deal management | Team collaboration, communication | Integrated billing through CRM tools | Basic: $59/month |
| Smartsheet | Flexible project & process management | Task and order management | Team collaboration tools | Limited billing via third-party tools | Pro: $12/month |
| Calendly | Simplified scheduling | N/A | Team scheduling features | Integration with Stripe, and PayPal for paid events | Standard: $12/month |
1. Agency Handy
Best for agencies needing a unified platform for managing clients, projects, and billing.
When we first started using Agency Handy, we were overwhelmed with the chaos of running a digital agency—missed deadlines, lost client information, and general disorganization. But once we integrated this software, everything changed. It quickly became clear that Agency Handy was more than just another tool; it was a game-changer.
One of the first improvements we noticed was in our financial processes. Before, we juggled multiple payment platforms, leading to confusion and delays. With Agency Handy’s built-in billing and payment integration, everything is now streamlined.
Order management is another area where Agency Handy excels. The platform’s intuitive Kanban boards and task-tracking tools have transformed how we handle projects. It’s not just about seeing what needs to be done; it’s about knowing who’s doing it and when it will be completed.
Before Agency Handy, tracking client interactions and preferences was challenging. Now, with detailed client profiles and customizable intake forms, we have all the information we need at our fingertips.
Another area where Agency Handy shines is its customization flexibility. Unlike other platforms that require coding skills for basic customization, Agency Handy makes it easy to personalize the client portal.
Agency Handy has all the features needed to manage an agency effectively. It’s user-friendly, comprehensive, and versatile. If you’re looking to streamline operations and boost client satisfaction, this is the tool to consider. It’s been a game-changer for us, and it could be for you too.
Features of Agency Handy
Here are the features of Agency Handy that make it a great platform as an agency management software:
Service Catalog and Customization
Agency Handy lets you create a detailed Service Catalog, making it easy to showcase all your services with descriptions, pricing, and customization options. This feature gives clients a clear view of what you offer, making upselling and cross-selling straightforward.
Client Onboarding and Management
With customizable Order and Intake Forms, Agency Handy simplifies the client onboarding process by taking all the necessary details upfront. Plus, with centralized Client Profiles, all your client information, like contact details and project history, is in one place. This helps you provide a more personalized and effective service.
Order and Task Management
Managing projects is a breeze with Agency Handy’s tools. The platform offers Kanban boards and task assignments, allowing you to track tasks, set deadlines, and assign responsibilities. This visual approach helps you spot bottlenecks and prioritize tasks, ensuring everything runs smoothly and on schedule.
Team Collaboration and Communication
Agency Handy promotes seamless team collaboration with shared task lists, real-time updates, and internal communication tools. This setup ensures that team members can easily share files, give feedback, and stay informed about project progress.
Billing and Invoicing
The platform makes financial management easier with integrated billing and invoicing features. It supports multiple payment methods and automates the invoicing process, which is especially useful for agencies offering subscription-based services.
Customization and Branding
Agency Handy offers extensive customization options, allowing you to tailor the platform to reflect your brand’s identity. Whether it’s customizing the client portal or personalizing email templates, you can ensure that your branding is consistent across all interactions.
Secure Access and Data Management
Security is a top priority with Agency Handy. The platform includes security features, like role-based access controls, to protect sensitive client information. This means you can assign specific permissions to team members, ensuring that only authorized personnel have access to important data.
Reporting and Analytics
Agency Handy provides comprehensive reporting and analytics tools that help you track key performance metrics. Whether it’s project completion rates, client satisfaction, or financial health, these insights are invaluable for making data-driven decisions and continuously improving your operations.
Best Use Case of Agency Handy
Here are the best use cases of Agency Handy:
- Digital Agencies: Agency Handy centralizes project management, allowing clients to submit tasks, upload files, and monitor progress. This setup enhances collaboration and transparency while providing a consistent brand experience.
- Marketing Agencies: The platform streamlines campaign management by providing dedicated workspaces for sharing deliverables and gathering client feedback. Real-time notifications keep projects organized and clients engaged throughout the campaign process.
- Consulting Firms: Agency Handy is ideal for consulting firms handling sensitive data, offering secure document sharing and real-time updates. This ensures transparent and efficient collaboration with clients, enhancing service delivery.
- Creative Studios: For creative studios, the platform simplifies the process of collecting client feedback and managing approvals. This helps ensure that projects meet client expectations and are delivered smoothly.
- IT Service Providers: IT service providers can efficiently manage support tickets and client requests using Agency Handy. The portal allows clients to log issues, track their resolution, and view project updates, fostering clear and transparent communication.
- Graphic Design Studios: Agency Handy is perfect for graphic design studios juggling multiple projects and clients. Its task management features help designers track revisions and deadlines, while the client portal simplifies sharing drafts and gathering feedback, ensuring smooth workflows and client satisfaction.
- Web Development Agencies: For web development agencies, Agency Handy streamlines project management from proposal to launch. It helps track progress, allocate tasks, and manage resources efficiently, keeping projects on schedule and clients informed.
- Photography and Videography Services: Agencies in photography and videography can use Agency Handy to manage bookings, client communications, and project timelines. The platform organizes client details and contracts, streamlining shoots and final product delivery for better client satisfaction.
- Copywriting and Content Agencies: Content agencies benefit from Agency Handy’s centralized system for managing assignments, deadlines, and client feedback. It enables collaboration, tracks revisions, and ensures quality across large-scale content projects or campaigns.
Pros of Using Agency Handy
- Kanban boards and task management features offer a clear overview of project statuses.
- The platform is intuitive, allowing both agency staff and clients to navigate and use it easily.
- A responsive support team, ensures any issues are promptly addressed.
- Offers various customizable options, allowing agencies to tailor the platform to their specific needs and branding.
- Compared to other products in the market, Agency Handy offers competitive pricing, making it accessible for agencies of all sizes.
- Improve client interactions with a smooth and professional client portal experience, improving overall satisfaction.
- 14 days free trial
Pricing of Agency Handy
Solopreneur – $49/month (billed annually) and $69/month (billed monthly)
This plan is ideal for individual entrepreneurs or small businesses. It supports up to 3 users and offers features such as unlimited client and order management, custom branding, task tracking, invoicing, documentation notes, and comprehensive communication tools, including client approval workflows.
Teams – $99/month (billed annually) and $149/month (billed monthly)
Designed for small to medium-sized teams, this plan includes all the features of the Solopreneur plan and supports up to 10 users. It focuses on enhancing task management, branding, invoicing, and client communication, making it perfect for collaborative work environments.
Pro – $149/month (billed annually) and $199/month (billed monthly)
The Pro plan is geared towards larger teams, allowing up to 30 users. It includes all the features of the previous plans, offering tools for managing an unlimited number of clients, task management, custom branding, invoicing, and internal and external communications.
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
Agency Handy is an excellent choice for managing all aspects of agency operations, offering a set of features to streamline processes and improve efficiency. Here’s a breakdown of how it caters to essential needs in agency management:
| Desired Features for Agency Management | How Agency Handy Addresses It |
| Client Onboarding & Management | Provides customizable intake forms for efficient client onboarding and comprehensive management. |
| Client Communication & Collaboration | Enables seamless file sharing and real-time communication within teams and with clients. |
| Document Management & Sharing | Offers a secure and organized system for storing and sharing documents. |
| Task Scheduling & Tracking | Utilizes intuitive tools like Kanban boards to manage and track tasks effectively. |
| Customizable Client Portals | Customizes client portals to reflect your brand and meet client needs. |
| Multi-Language Support | Supports multiple languages, making it easier to engage with international clients. |
| Billing and Invoicing | Integrated with payment systems like Stripe and PayPal, offering features like split payments and automatic reminders. |
| Security & Access Control | Provides advanced security features and access controls to protect sensitive data. |
2. Service Provider Pro
Ideal for digital marketing and SEO agencies; excels in project workflows and billing.
Service Provider Pro is a versatile platform designed for digital marketing, SEO, and content agencies. It brings together all essential tools in one place, making it easier for agencies to manage clients, projects, and billing seamlessly.
To begin with, Service Provider Pro offers a customizable client portal that improves communication and provides a professional experience. This portal includes branded pages and integrated messaging, which ensures that agencies can maintain a consistent and engaging interaction with their clients.
Additionally, Service Provider Pro’s flexible order forms and intake processes allow for detailed client engagement, making it easier to capture all necessary information upfront.
Moreover, Service Provider Pro excels in financial management. The platform includes invoicing capabilities and subscription management, integrating smoothly with popular payment gateways like Stripe and PayPal. This comprehensive financial suite not only simplifies billing but also helps agencies maintain a steady cash flow.
Furthermore, Service Provider Pro’s analytics and reporting tools offer valuable insights into various aspects of agency operations, including revenue, client activity, and team performance.
Service Provider Pro is an all-in-one solution that helps agencies streamline their operations, from client communications to project management and billing, making it an essential tool for any agency looking to scale efficiently.
Features of Service Provider Pro
Here are the features that make Service Provider Pro a good agency management service:
Client Management:
Service Provider Pro features a CRM system for managing client relationships. It allows agencies to store detailed client profiles, track interactions, and customize fields to suit specific business needs.
Order Management:
Service Provider Pro simplifies the process of creating and managing client orders with flexible order forms. These forms help collect all necessary details and keep track of order status, ensuring clients are kept up-to-date throughout the project lifecycle.
White-Label Client Portal:
The customizable client portal in Service Provider Pro allows agencies to maintain a consistent brand presence. Clients can access this portal to view project updates, approve work, and make payments, all within a branded interface that reinforces the agency’s identity.
Invoicing and Payments:
The platform streamlines financial processes by enabling the creation of professional invoices and the handling of online payments. It supports recurring billing for continuous services and integrates with popular payment gateways for security.
Automation:
Service Provider Pro includes powerful automation tools to improve workflow efficiency. You can set up automated triggers and actions for tasks like sending follow-up emails or initiating new projects based on client orders. This reduces manual work and ensures that repetitive tasks are handled consistently.
Client Onboarding:
The platform simplifies client onboarding with customizable workflows. It automates the delivery of welcome messages, contracts, and intake forms, making it easier for new clients to get started. This feature helps streamline the onboarding process, ensuring a smooth transition for clients into your agency’s system.
Reporting and Analytics:
Service Provider Pro provides comprehensive reporting and analytics tools to help agencies monitor performance. Customizable dashboards offer real-time insights, enabling data-driven decision-making and helping agencies optimize their operations for better results.
If you want to learn more about Service Provider Pro vs Agency Handy check out this article!
Pros of Using Service Provider Pro
- Manages clients and billing effectively, perfect for productized services.
- Helps team members manage tasks with clear instructions and deadlines.
- Syncs with major marketing tools for better client data use.
- The intuitive UI makes setting up services and managing orders easy.
- Covers all essential agency management needs.
- 14-day free trial.
Cons of Using Service Provider Pro
- Requires coding for customizing order forms and dashboards.
- Can be challenging for new users to set up.
- Full white-label options are only on the highest plans.
Pricing of Service Provider Pro
Basic: $129/month (billed monthly) or $99/month (billed annually)
Designed for individual users, this plan offers essential features like unlimited clients and orders, project management tools, and the ability to customize your workspace. It’s perfect for solo entrepreneurs looking to streamline their operations and maintain a professional online presence.
Pro: $299/month (billed monthly) or $249/month (billed annually)
Ideal for small to medium-sized teams, this plan supports up to 10 users. It includes advanced features like team management, client portals, and comprehensive project tracking. This plan is great for agencies that need more robust tools for collaboration and client engagement.
Plus: $1500/month (billed monthly) or $1500/month (billed annually)
This top-tier plan is tailored for larger teams, accommodating up to 20 users. It offers all features from the Team’s plan, plus additional benefits like enhanced customization options and priority support. It’s designed for agencies that require extensive customization, advanced project workflows, and a high level of support to manage complex client interactions.
Note: Here is a detailed discussion to find out more on Service Provider Pro pricing.
What Users Say About Service Provider Pro
Rating on G2: 4.6 out of 5
“Client Portal for Order Entry/Fulfillment”
What do you like best about Service Provider Pro?
The UI is self-explanatory and was able to set up a Service, associated Order Entry process for my clients. A free tier to try different things is appreciated.
What do you dislike about Service Provider Pro?
End-to-end examples for different business verticals are needed. I may have missed it in the online documentation.”- Anonymous User
3. ClickUp
Great for teams needing comprehensive task management and project tracking.
In our research on the best software for agency management, we found ClickUp to be a standout option. It’s an all-in-one work management platform that works on the web, iOS, Android, Mac, and Windows. ClickUp brings together various tools into one cohesive solution, making it easier for agencies to manage tasks, collaborate on documents, set goals, and create detailed reports.
We were particularly impressed with ClickUp’s comprehensive task management features. It offers lists, boards, calendars, and Gantt charts, supporting tasks, subtasks, checklists, priorities, assignments, and dependencies. This ensures teams can stay organized and efficient, with automation, reminders, and templates streamlining workflows.
Moreover, ClickUp’s project management capabilities stood out to us. Agencies can use folders and spaces to group projects, create custom fields, set rules and forms, and utilize multiple views like tables, timelines, and workload to manage projects effectively.
For collaboration, ClickUp excels with real-time document editing, whiteboards, and chat features. We noted how the platform allows for @mentions, task comments, and guest user permissions, making team communication seamless and keeping everyone aligned.
Features of ClickUp
Here are the key features of ClickUp:
Task Management:
ClickUp excels in task management, offering flexible views such as lists, boards, calendars, and Gantt charts. It allows you to break down work into tasks, subtasks, and checklists, with customizable priorities and statuses.
Collaboration:
Collaboration in ClickUp is seamless, with real-time document editing and various tools like whiteboards, charts, and embeds. The platform supports @mentions, task comments, and proofing reviews, providing clear communication and feedback. You can also provide guest user permissions, allowing clients or external partners to access specific parts of your workspace securely.
Analytics & Reporting:
ClickUp provides analytics and reporting tools to track team performance and project progress. Custom metrics and dashboards offer insights into various aspects, including sprint performance and resource utilization.
Customizability:
ClickUp is highly customizable, allowing you to tailor the platform to suit your specific workflow needs. You can create custom fields, set rules, and design forms that align with your business processes. The platform’s flexibility ensures that it can be adapted to various industries and use cases, making it a versatile tool for any organization.
Automation:
Automation is a key feature of ClickUp, you can automate repetitive tasks, set up conditional actions based on specific triggers, and use templates to standardize processes. These automation capabilities help save time, reduce errors, and ensure consistency in task execution.
Pros of Using ClickUp
- Highly customizable for marketing and agency teams.
- Excellent integration capabilities.
- Effective for client feedback and communication.
- Comprehensive task management with multiple views.
Cons of Using ClickUp
- The mobile app lacks functionality and speed.
- Time-consuming to set up and maintain
Pricing of ClickUp
Free: $0/month
The Free plan offers core features ideal for individuals or small teams starting out. It includes unlimited tasks and projects, real-time document editing, and multiple views such as lists and boards. This plan is great for freelancers or small businesses looking to organize tasks and projects without cost.
Unlimited: $10/month (billed monthly) or $7/month (billed annually)
Designed for small to medium-sized teams, the Unlimited plan includes additional features like unlimited storage, advanced reporting, and integrations with tools like Google Workspace, Jira, and Slack. It also offers customizable fields and automation, making it perfect for teams that need more robust project management and collaboration tools.
Business: $19/month (billed monthly) or $12/month (billed annually)
Best for larger teams and businesses, the Business plan provides advanced security features like SSO and 2FA, data residency controls, and more comprehensive reporting tools. It includes custom permissions and roles, ensuring secure and efficient team management. This plan suits companies that require enhanced security, compliance, and administrative controls.
Enterprise: Custom pricing
Tailored for large organizations with complex needs, the Enterprise plan offers all Business plan features plus additional enterprise-grade security and support options. It includes advanced customization, priority support, and dedicated account management.
What Users Say About ClickUp
Rating on Capterra: 4.6 out of 5
“ClickUp is great for tech-savvy folks”
Overall: We have been using ClickUp for over 3 years and have been extremely happy with all the features and all the new features that are constantly being added.
Pros: The malleability of ClickUp is what drew me to the system initially. We created so many custom systems that are based on how WE do business. This definitely doesn’t inhibit you like most systems in pre-structured, cookie-cutter systems
Cons: The initial setup was not easy. This system isn’t for the faint of heart. If you want a simple setup, this is not it.”- Carlos B
4. Scoro
Perfect for consultancies focused on project and financial management.
We found Scoro to be a solution for consultancies, agencies, and professional service businesses. This all-in-one platform offers comprehensive project, financial, and resource management tools, making it an excellent choice for diverse teams.
Scoro stands out in project management with features like project templates, Gantt charts, and real-time monitoring. It supports various project types, from fixed-fee to retainer projects, ensuring efficient management from start to finish.
Financial management in Scoro includes quoting, budgeting, and invoicing, with support for multi-currency transactions and automated invoicing for retainers.
We also noted Scoro’s CRM and sales management features, which include sales pipeline management and customer relationship tracking. These tools help agencies maintain strong client relationships and streamline sales processes.
Features of Scoro
Here are the best features for Scoro:
Project Management:
Scoro offers comprehensive project management features like Gantt charts for timeline visualization, milestone and phase tracking, and task management with both task lists and task boards. Scoro also provides real-time project progress monitoring and profitability tracking, ensuring that projects are completed on time and within budget.
Financial Management:
Financial management in Scoro is top-notch, featuring tools for quoting, budgeting, and invoicing. It supports various billing models, including fixed fees, time and material, and retainer invoicing. The platform also handles cost management, purchase order generation, and multi-currency transactions.
Resource Planning:
Scoro excels in resource planning, offering a capacity overview and forecasting to optimize workload distribution based on availability and skill sets. The platform includes features like resource booking, workload balancing, and timesheet autofill based on planned tasks.
Reporting and Analytics:
Scoro provides powerful reporting and analytics tools, including real-time KPI dashboards and customizable dashboards. The platform also offers expert-built report templates for various metrics, such as productivity, utilization, revenue, cost, profitability, and sales.
Automation and Customization:
Scoro supports workflow automation with triggers and actions, streamlining processes like invoicing and project setup. The platform also allows for extensive customization, including custom fields and personalized PDF quotes and invoices.
Pros of Using Scoro
- Versatile time tracking setup, ideal for agencies needing detailed time management.
- Comprehensive all-in-one solution adaptable to various business needs.
- Clean, intuitive interface with a user-friendly calendar, easily integrates with websites.
- Enhances efficiency in sales and customer service, proving a valuable investment.
- Seamlessly integrates with tools like Slack and Google Calendar for synchronized workflow.
- Strong customer support, responsive to queries and issues.
Cons of Using Scoro
- Custom PDF templates for Quotes, Purchase Orders, and Invoices are limited.
- The platform can be challenging for beginners to navigate and fully utilize.
- Emails sent through Scoro may end up in clients’ spam folders, affecting credibility.
Pricing of Scoro
Essential: $28/month (billed monthly) or $26/month (billed annually)
The Essential plan offers basic features like project management, calendars, task management, quotes, invoicing, and reporting. It’s ideal for small agencies or consultancies looking to manage projects and finances in one place without the need for complex tools.
Standard: $42/month (billed monthly) or $37/month (billed annually)
Designed for growing teams, the Standard plan includes everything in the Essential plan plus Gantt charts, time tracking, project templates, multiple currencies, and automation. This plan is suitable for agencies that need more detailed project tracking and automation capabilities.
Pro: $71/month (billed monthly) or $63/month (billed annually)
The Pro plan adds resource planning, project budgets, retainer management, sales pipeline, and advanced reporting. It’s perfect for larger teams and professional service businesses that require in-depth financial tracking, resource management, and comprehensive project oversight.
Ultimate: Custom pricing
Tailored for enterprise-level organizations, the Ultimate plan includes all features from the Pro plan, plus single sign-on, unlimited custom fields, company budgets, a customer portal, and advanced financial features. This plan is ideal for agencies needing extensive customization, enhanced security, and high-level financial management.
What Users Say About Scoro
Rating on G2: 4.6 out of 5
“Robust but lacking in commenting functions”
What do you like best about Scoro?
The system works fine. It allows for project and time management, with easy quotations and invoicing.
What do you dislike about Scoro?
The commenting function is very limited, and you can’t add freelancers without paying a full license fee for each.
Also, there is no client onboarding, which limits functionality. The notifications are silent, so important things are sometimes missed.”- Bryony V
5. Productive
Suitable for agencies looking to streamline project management and financial tracking.
Productive caught our eye with its all-in-one platform tailored for agencies of all sizes. This solution offers a rich suite of features to manage projects, resources, finances, and overall operations.
Starting with project management, Productive provides multiple views, including Kanban boards, lists, and timelines. These views, along with tools for task management and time tracking, enable agencies to maintain a clear view of project progress and deadlines.
Additionally, the platform’s AI-powered documentation and real-time collaboration features enhance team communication and efficiency.
Productive’s resource planning capabilities stood out with visual resource allocation and capacity planning. Moreover, the platform’s flexible time tracking options, including automatic tracking with pre-scheduled bookings, help agencies keep a close eye on billable hours.
On the financial side, Productive excels with its budgeting and invoicing features. The platform supports various billing models, including fixed-price, hourly, and retainer work, and offers real-time budget tracking and profitability analysis.
What sets Productive apart is its focus on providing real-time data and reporting. The platform offers over 50 pre-built reports, giving agencies valuable insights into financial performance, utilization rates, and project profitability. This data-driven approach helps agencies make informed decisions and optimize their operations.
Features of Productive
Here are the key features of Productive:
Project Management:
Productive provides versatile project views, including Kanban boards, lists, tables, and calendars. It supports task assignments, due dates, milestones, and dependencies, ensuring comprehensive project oversight. The platform also offers real-time document collaboration and AI-powered documentation, facilitating smooth project execution.
Resource Planning:
With visual resource allocation and capacity planning, Productive helps balance workloads and manage resources effectively. It includes features for tentative bookings and custom fields to group resources by skills or departments, optimizing resource utilization.
Financial Management:
Productive’s financial tools include budgeting, invoicing, and expense tracking. The platform supports various billing models and automated invoicing, with real-time budget tracking and multi-currency support. This helps agencies maintain financial stability and streamline billing processes.
Time Tracking:
The platform offers multiple time tracking methods, including daily and weekly tracking, calendar sync, and desktop timers. It also features time approval workflows and time off management, ensuring accurate tracking of billable and non-billable hours.
Reporting and Analytics:
Productive provides over 50 pre-built reports, covering financial performance, utilization rates, and project profitability. Its customizable reporting capabilities offer valuable insights, helping agencies make informed decisions and optimize operations.
Pros of Using Productive
- The support team is easy to reach, and very helpful, especially with finance-related aspects.
- Responsive customer service that goes above and beyond, quickly implementing user feedback and fixes.
- Modern, easy-to-use interface with powerful features, constantly improved through active customer engagement.
- Excellent for tracking project profitability, with detailed reporting and customizable dashboards.
- Comprehensive feature set with good integration options, including API access for additional components.
- Offers tutorials and good value for the price, making it accessible to both small and large teams.
Cons of Using Productive
- The CRM component is basic, with limited notes and follow-up features.
- Navigation can be unclear, making it challenging to find certain features or functions.
- Limited invoicing and quotation features; managing billing and budgets can be cumbersome.
Pricing of Productive
Essential: $11/month (billed monthly) or $9/month (billed annually)
Perfect for smaller agencies or startups, this plan covers the essentials like project and task management, basic time tracking, and fundamental reporting features. It’s a cost-effective choice for teams looking to get started with streamlined workflows and basic project-tracking capabilities.
Professional: $28/month (billed monthly) or $24/month (billed annually)
Designed for growing agencies, the Professional plan includes advanced features like resource planning, comprehensive budgeting, and detailed financial reporting. This plan is ideal for teams that need more robust tools for managing complex projects, tracking profitability, and handling multiple sales pipelines.
Ultimate:
The Ultimate plan offers a fully customizable experience with advanced features such as custom workflows, extensive API access, and priority support. It’s tailored for large agencies that require extensive customization, high-level security features like SSO and 2FA, and a deeper integration with their existing systems. This plan is ideal for agencies managing multiple large-scale projects and seeking to optimize their operations with advanced tools and support.
Enterprise:
For agencies with over 50 users, this plan includes all features from the Ultimate plan with additional customization options and enterprise-grade support. It is designed to meet the needs of large teams that require extensive user management, complex workflows, and high levels of data security and compliance.
What Users Say About Productive
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
6. Wrike
Great for customizable workspaces with strong task and project management.
Whether you’re a small team or a large enterprise, Wrike offers a suite of tools designed to streamline project management, improve collaboration, and automate workflows.
Wrike’s project management features are great, allowing teams to manage unlimited tasks and projects with ease. From Gantt charts and boards to table views, it provides various ways to visualize and track project progress.
We found teams can easily comment, attach files, and proof documents within the platform. The approval workflows and searchable activity logs ensure that everyone stays on the same page, making collaboration smooth and transparent.
Wrike also excels in resource management, offering tools for tracking utilization rates, workloads, and capacity planning. This is complemented by its powerful analytics and reporting features, which provide real-time insights and custom metrics to help teams make informed decisions.
Features of Wrike
Here are the key features of Wrike:
Project Management:
Wrike offers comprehensive project management tools, including unlimited tasks, subtasks, and projects. Users can utilize Gantt charts, boards, and table views to visualize workflows. The platform supports task assignments, due dates, prioritization, dependencies, and milestones, making it ideal for managing complex projects.
Work Management:
Wrike’s work management features include folders, projects, tasks, and subtasks, with various views like board, table, calendar, and Gantt. The platform provides effort management, templates, and real-time progress reporting, ensuring efficient work organization and execution.
Collaboration:
The platform facilitates seamless collaboration with features like conversations, @mentions, live editing, guest access, proofing, and approvals. Users can attach files, track versions, and maintain a searchable activity log, enhancing team communication and document management.
Workflow Automation:
Wrike enables the automation of routine tasks with intake forms, rules to trigger actions, and blueprints for replicating processes. The platform integrates effortlessly with over 400 apps, allowing for streamlined workflows and increased productivity.
Analytics & Reporting:
Wrike offers real-time reports and shareable dashboards, custom metrics, benchmarking, and interactive data visualizations. Scheduled email reports and advanced business intelligence (BI) tools provide deep insights into project performance, resource management, and budgeting, supporting data-driven decision-making.
Pros of Using Wrike
- The user-friendly interface makes it easy to navigate and manage projects.
- Responsive customer service and support, providing timely assistance.
- Effective for organizing projects and tasks, with functionalities that streamline workflows.
- Helps teams transition to a natural workflow, keeping everyone aligned and on top of projects.
- Offers versatile project tracking tools, including forms that organize preliminary project data.
- Customizable templates and adaptable project formats enhance project management efficiency.
Cons of Using Wrike
- Limited native integration with other systems, which may hinder seamless tech stack integration.
- The local/downloadable application can be sluggish, impacting productivity.
- Some features, like mass task editing and task prioritization, are lacking.
Pricing of Wrike
Free: Core features for up to 5 users
This plan provides basic functionality suitable for individuals or very small teams. It includes essential project management features like task and subtask management, board and list views, and simple collaboration tools. It’s an ideal starting point for small projects or teams just beginning with structured project management.
Team: $10/month (billed monthly) or $9/month (billed annually)
Designed for growing teams, this plan offers expanded features such as integrations with popular tools like Slack and Google Workspace, advanced project views like Gantt charts and calendars, and the ability to manage more users. It’s perfect for small to medium-sized teams looking to streamline their workflows and enhance collaboration.
Business: $25/month (billed monthly) or $23/month (billed annually)
Best suited for larger teams, the Business plan includes unlimited users and more advanced features like custom fields, automation, and advanced reporting. It supports complex project management needs with enhanced tools for resource management, budget tracking, and workload planning. Ideal for businesses that require a comprehensive solution for managing multiple projects and departments.
Enterprise:
Tailored for large organizations, the Enterprise plan offers all the features of the Business plan plus additional security and administrative controls, such as single sign-on (SSO), two-factor authentication (2FA), and role-based access controls. This plan is designed for enterprises needing stringent security measures and extensive customization to meet their specific business requirements.
Pinnacle:
This top-tier plan includes all Enterprise features along with advanced analytics, enhanced customization options, and priority support. It’s designed for large enterprises and teams with complex, specialized needs requiring the highest level of service and support. This plan offers unparalleled data analytics capabilities and the ability to create highly customized workflows and reports.
What Users Say About Wrike
Rating on Capterra: 4.3 out of 5
“Wrike- great product for collaboration “
Overall: Overall it is a great product and excited to see how it improves
Pros: Easy to use, lots of training sessions that could be utilized.
Cons: There are some elements in there that are not as intuitive and have to be re-learned/get used to”- Cherry c
7. Slack
Best for team communication and real-time collaboration.
When we were searching for tools that work best for agency management, one constant issue we were running into was that of team communication. And hence so in our search, we found Slack.
Slack is a platform designed to improve team productivity and collaboration. Accessible on desktops, mobile devices, and web browsers, Slack offers a seamless communication experience tailored to modern work environments.
At the core of Slack’s functionality are its channels, providing organized spaces for team communication. Whether you’re engaging in public channels for broad company-wide announcements or private channels for confidential discussions, Slack ensures efficient and focused interactions.
Messaging in Slack goes beyond basic text. The platform supports a range of communication formats, including voice and video messaging, as well as direct and group messages.
Huddles enable instant audio conversations, while video conferencing and screen sharing enhance remote collaboration. For asynchronous communication, Slack offers Clips, allowing users to record and share audio, video, and screen content with playback controls for added convenience.
We found that Slack also excels in file sharing and search functionality. Users can upload and share files from various sources, and the search capabilities make it easy to locate messages and documents, with filters to narrow down results.
Features of Slack
Here are the key features of Slack:
Channel-Based Communication
Slack’s channels are organized spaces for team communication. Public channels enable company-wide transparency, while private channels ensure confidential discussions. With Slack Connect, teams can collaborate seamlessly with external partners, making cross-company projects more efficient.
Huddles and Clips
Slack’s Huddles feature enables instant audio conversations and video conferencing, complete with screen sharing and visual effects. Clips offer the ability to record and share audio, video, and screen recordings, with playback controls for a flexible communication experience.
File Sharing and Search
Users can upload and share files directly from their devices or cloud storage, with automatic syncing across all devices. The robust search function allows full message history search, file search, and advanced filters, making it easy to find specific information quickly.
Workflow Automation and Integrations
Slack’s Workflow Builder offers a no-code solution to automate routine tasks and integrate external tools into Slack’s interface. With over 2,600 pre-built integrations, including Google Workspace, Salesforce, and Jira, Slack enhances productivity by centralizing work processes. Custom app development and extensive API access further expand its capabilities.
Pros of Using Slack
- An intuitive and user-friendly interface makes communication and collaboration seamless.
- Excellent integration capabilities with other tools and platforms, enhancing workflow efficiency.
- Fun features like Giphy integration keep team engagement high.
- Real-time communication channels improve team coordination and project management.
- Robust support for file sharing and integration with tools like Google Docs and Jenkins.
- Reliable customer support, providing quick solutions to issues.
Cons of Using Slack
- Search functionality can be cumbersome, especially when looking for older messages or files.
- Free plan limitations, such as restricted message history and file access, can be frustrating.
- Managing multiple channels can be confusing, leading to information overload.
Pricing of Slack
Free: $0 USD/month
The Free plan provides basic functionality, including access to public and private channels, direct messaging, and limited search history. It’s suitable for small teams or individuals needing a simple communication tool without extensive integrations or advanced features. This plan offers a taste of Slack’s capabilities, perfect for those starting to explore its potential.
Pro: $9/month (billed monthly) or $7/month (billed annually)
The Pro plan improves team collaboration with unlimited message history, advanced search capabilities, and integrations with essential tools like Google Workspace and Office 365. It’s designed for small to medium-sized businesses that require more robust communication features and enhanced security measures, making it easier to streamline workflows and manage team projects.
Business+: $15/month (billed monthly) or $13/month (billed annually)
Ideal for larger organizations, the Business+ plan offers additional administrative controls, such as Single Sign-On (SSO), and compliance features like Enterprise Key Management (EKM). It also includes priority support.
Enterprise Grid: Custom pricing (billed monthly or annually)
Tailored for large enterprises, this plan includes all the features of the Business+ plan plus advanced security, compliance, and administration features. This plan offers enterprise-level security and data protection, including HIPAA compliance and advanced audit logging, ensuring that all communications are secure and well-managed.
Slack AI Add-on:
The Slack AI add-on provides advanced AI-powered features, enhancing team productivity with intelligent insights and automated tasks. This add-on is available across various paid plans, offering a flexible solution to boost efficiency and streamline workflows through AI capabilities.
What Users Say About Slack
Rating on G2: 4.5 out of 5
“What do you like best about Slack?
We use Slack for our team communications, we can easily chat with our team, schedule meetings, connect via video calls effortlessly, and slack provides us channels in which we can organize people based on different purposes, we can mention people in the chats, we can message a team member using direct messaging feature as well.
It provides us with lots of collaboration tools with which we can make our work even easier
What do you dislike about Slack?
Slack for free users is very restrictive like we can’t search messages that are longer than 90 days, even you can’t access the files.”-Sassi
8. Apollo
Designed for sales-driven agencies needing prospecting and CRM integration.
We were impressed by Apollo’s extensive Contact & Account Search, which provides access to over 275 million contacts and 73 million companies. With 65+ search filters, ranging from job titles to company revenue, we can easily narrow down our ideal prospects.
Apollo’s Scores & Signals offer invaluable insights, including website visitor tracking and buying intent data, which help us prioritize our outreach efforts. We also appreciate the platform’s Inbound Optimization tools, which streamline lead qualification, routing, and scheduling.
In terms of Sales Engagement, Apollo stands out with its automated sequences for emails, calls, and LinkedIn tasks. We find the AI-powered email writing and personalization tools particularly useful, as they enhance the effectiveness of our communication. The built-in dialer, complete with call recording and transcription, integrates seamlessly with CRM systems, allowing us to log interactions effortlessly.
Apollo’s Analytics provides daily performance dashboards, sequence reports, and custom reporting options, giving us deep insights into our sales activities. The Workflow Engine automates repetitive tasks, ensuring we focus on high-value activities. The platform’s Enrich & Cleanse features, supported by a 2 million user data contributor network, ensure our CRM data is accurate and up-to-date.
Features of Apollo
Here are the key features of Apollo:
Comprehensive Contact & Account Search
Apollo provides access to a vast database of over 275 million contacts and 73 million companies. Users can utilize 65+ search filters, such as job function, location, and industry, to find and target ideal prospects. With AI-recommended prospects and a Chrome extension, users can seamlessly prospect on platforms like LinkedIn, Salesforce, and Gmail.
Advanced Sales Engagement Tools
Apollo’s sales engagement features include customizable sequences for emails, calls, and automated LinkedIn tasks. The platform ensures high email deliverability with tools like DMARC and DKIM authentication. It also offers AI-powered email writing and personalization, along with a built-in dialer for call recording and CRM logging.
Powerful Scores & Signals
Apollo enhances prospecting with website visitor tracking and buying intent data powered by Bombora. AI-generated lead scoring and custom signal building help prioritize high-potential leads, enabling sales teams to focus their efforts more effectively.
Inbound Optimization & Deal Management
The platform optimizes inbound leads with form enrichment, qualification, and routing. Apollo’s deal management features include a pipeline view across sales stages, automated alerts for stalled deals, and CRM synchronization, providing a streamlined process from lead generation to closing.
Analytics & Reporting
Apollo offers detailed analytics, including daily outbound performance dashboards, sequence reports, and conversational analytics. Its coaching tools provide insights into call performance, goal tracking, and identification of winning talk tracks, enhancing overall sales effectiveness.
Pros of Using Apollo
- Easy-to-use interface with seamless integration into LinkedIn and Salesforce.
- Chrome extension and built-in dialer enhance efficiency for lead generation.
- Excellent customer support, and quick resolution of issues.
- Comprehensive contact database and search filters, providing valuable prospect information.
- Effective email sequencing and prospecting tools streamline outreach efforts.
- Regular updates and improvements based on user feedback.
Cons of Using Apollo
- Email tracking glitches and inaccuracies can affect campaign tracking.
- Chrome extension may slow down browsing, causing performance issues.
- Occasional data inconsistencies and duplication in the CRM.
Pricing of Apollo
Free: $0 USD/month
The Free plan offers limited access, making it ideal for small teams or individuals testing Apollo’s capabilities. It includes basic contact and account search features, email credits, and basic analytics. This plan is perfect for startups or solo entrepreneurs who want to explore lead generation and outreach without any financial commitment.
Basic: $59/month (billed monthly) or $49/month (billed annually)
The Basic plan is designed for growing businesses needing more robust tools. It includes access to advanced search filters, AI-recommended prospects, and a built-in dialer. This plan suits small to medium-sized businesses looking to enhance their prospecting efforts and streamline sales processes.
Professional: $99/month (billed monthly) or $79/month (billed annually)
Ideal for established sales teams, the Professional plan offers comprehensive sales engagement tools, including AI-powered email writing, advanced analytics, and call recording. It’s perfect for teams that need to automate and optimize their outreach efforts while gaining deep insights into their sales activities.
Organization: $149/month(billed monthly) or $119/month (billed annually)
Tailored for larger organizations, this top-tier plan includes all features from the Professional plan, plus enhanced security, custom integrations, and dedicated support. It’s designed for enterprises that require robust data protection, scalability, and extensive customization to meet complex sales and marketing needs.
What Users Say About Apollo
Rating on Capterra: 4.6 out of 5
“Overall: It has been a nice experience. The platform is easy to use and brings more mobile and email data to our contacts. However, it has been a burden to deal with the duplicated records that are being created
Pros: Easy to set up, user-friendly, low pricing, integration with Salesforce, Outreach, and LinkedIn (including Sales Navigator), good support.
Cons: The data provided is not always the most up-to-date (at least, versus LinkedIn), susceptible to creating duplicated records in the CRM, the records don’t sync from Salesforce to Apollo”- Amy L
9. Smartsheet
Good for managing projects and processes with flexible tools.
Smartsheet is accessible through web-based applications, desktop apps for Windows and Mac, and mobile apps for iOS and Android, making it incredibly adaptable to different work environments.
We found that Smartsheet offers a variety of Views—including Grid, Gantt, Board, Calendar, and Timeline views—catering to diverse project management needs. This flexibility allowed us to choose the best layout for our projects, whether we’re working on detailed timelines or need a broader overview.
One of the standout features we appreciated was the Dashboards, which integrate live data from sources like Google Docs, Tableau, and YouTube. These dashboards provide real-time information sharing and visualization. The Formulas and Functions enable complex computations and data linking across sheets, making it easy to manage extensive data sets with automated real-time updates.
Smartsheet also excels in Reports, allowing us to combine and filter data, highlight key details, and seamlessly share and export reports. The platform’s branded, customizable Forms with conditional logic and mobile accessibility streamline data collection and improve our team’s workflow.
For insights, Smartsheet offers customizable, auto-generated data visualizations, including burndown charts and time series charts. This is crucial for workload tracking and ensuring team performance is monitored effectively.
Features of Smartsheet
Here are the key features of Smartsheet:
Versatile Views for Project Management
Smartsheet offers a range of view options to suit different project management needs, including Grid, Gantt, Board, Calendar, and Timeline views. These customizable views allow teams to organize tasks, set dependencies, and track milestones effectively.
Dynamic Dashboards and Reports
The platform provides interactive, widget-based dashboards that can integrate live data from various sources like Google Docs, Tableau, and YouTube. This feature allows teams to share real-time information, making it easy to monitor project progress and key metrics.
Advanced Automation and AI Integration
Smartsheet’s no-code automation tools streamline workflows by automating routine tasks and processes. Users can set up workflows with multiple actions and conditions, ensuring consistency across projects.
Team Collaboration Tools
Smartsheet provides seamless collaboration with features like proofing, file sharing, and real-time conversations. Teams can attach documents, leave comments, and receive notifications, keeping everyone on the same page. The platform supports both internal and external collaboration.
Premium and Customizable Features
For more advanced needs, Smartsheet offers premium features like the Control Center for portfolio management, Brandfolder for digital asset management, and WorkApps for building no-code apps. Other tools include Dynamic View for secure request management, Data Shuttle for data management, and DataMesh for data mapping.
Pros of Using Smartsheet
- Easy-to-use interface with seamless integration into LinkedIn and Salesforce.
- Chrome extension and built-in dialer enhance efficiency for lead generation.
- Excellent customer support, and quick resolution of issues.
- Comprehensive contact database and search filters, providing valuable prospect information.
- Effective email sequencing and prospecting tools streamline outreach efforts.
- Regular updates and improvements based on user feedback.
Cons of Using Smartsheet
- Email tracking glitches and inaccuracies can affect campaign tracking.
- Email send limits are hard to manage across multiple mailboxes.
- Occasional data inconsistencies and duplication in the CRM.
Pricing of Smartsheet
Pro Plan: $12/month (billed monthly) or $9/month (billed annually)
The Pro Plan is perfect for small teams or individual users who need basic project management tools. It includes essential features such as Grid, Gantt, and Calendar views, customizable dashboards, and branded forms.
Business Plan: $24/month (billed monthly) or $19/month (billed annually)
The Business Plan is designed for growing teams requiring more advanced features. It offers additional capabilities like timeline views, automation, and comprehensive reporting tools. This plan supports 3+ members and includes unlimited guests and viewers.
Enterprise Plan: Custom pricing
The Enterprise Plan caters to large organizations with complex needs. It includes all features from the Business Plan, plus advanced security options like SAML-based SSO, enterprise-grade admin controls, and dedicated account management.
What Users Say About Smartsheet
Rating on G2: 4.4 out of 5
“Great work management system”
What do you like best about Smartsheet?
The collaborative nature of Smartsheet is the best feature in my opinion. I like that my team and I can work on the same sheet together and see the real-time changes. I think this, along with the automated processes that make changes to multiple sheets, makes Smartsheet a fantastic collaborative work management tool. My team and I use this function on a weekly basis, so it is great to keep things up to date with our latest edits.
What do you dislike about Smartsheet?
I think that smartsheets can be a little complicated for some of the less “internet-friendly” members of my time. There are a lot of functions that do some really great things, but unfortunately, some of my team members have trouble grasping how to complete these functions. However, I think Smartsheet is wonderful for having a wide array of templates that can be used so you do not necessarily know how to input the more complex functions.”- Madison S
10. Calendly
Great for simplified scheduling and calendar management with payment integration.
Calendly stood out to us for its ease of use and comprehensive features. It’s a tool that simplifies the process of setting up meetings, saving time and boosting productivity.
One of the features we appreciated most is Calendly’s Scheduling capabilities. With options for unlimited 1-on-1 meetings and multiple event types, it’s perfect for any scenario, from individual consultations to team meetings.
We found the customizable event types and pre-built templates particularly useful, allowing us to tailor the scheduling process to our specific needs. The ability to embed scheduling links on websites and landing pages made it even easier to streamline our workflow.
Calendly also excels in Calendar Management, allowing us to connect multiple calendars and sync with video conferencing tools. This feature ensures that our schedules are always up-to-date and we never double-book.
Notifications and Reminders are another strong suit of Calendly. Automated reminders and follow-ups ensure that both we and our clients never miss an appointment.
For teams, Calendly offers robust Team Features. We can schedule as a team, pool our schedules, and combine availability for co-hosted calls. This is a game-changer for larger teams that need to coordinate across different time zones and schedules. The Admin Tools streamline onboarding and maintain consistency across the organization, ensuring that everyone is on the same page.
Customization is key with Calendly, and we found the ability to customize branding and booking pages in the Standard plan and above to be a great feature. It allows us to maintain a consistent brand image across all client interactions.
Features of Calendly
Here are the key features of Calendly:
Versatile Scheduling Options
Calendly offers a range of scheduling options to cater to different meeting needs. Users can set up unlimited one-on-one meetings with the Free plan, while advanced plans support multiple event types, including round-robin and collective scheduling for team meetings.
Customizable Booking and Availability
Calendly allows users to customize their booking pages and availability settings extensively. This includes setting detailed availability, buffer times between meetings, and custom rules to control booking conditions. Users can embed scheduling links on websites, landing pages, or emails, making it easy for clients and colleagues to book time.
Team Features and Collaboration
Designed to provide team collaboration, Calendly offers features like pooled team availability, which combines the schedules of multiple team members to provide more booking options. The platform also supports team scheduling, allowing multiple hosts for events and seamless coordination for co-hosted calls.
Advanced Notifications and Reminders
Calendly provides automated notifications and reminders to ensure that meetings are not missed. Users can customize these reminders and follow-up workflows to suit their preferences, helping reduce no-shows and keeping everyone informed about upcoming appointments.
Pros of Using Calendly
- Easy to use with a lightweight design, perfect for quick scheduling.
- Integrates seamlessly with Zoom and other third-party tools, enhancing meeting management.
- The free version offers valuable features like custom links and appointment buffering.
- Great for reducing back-and-forth scheduling, and improving efficiency and productivity.
- Customizable booking pages and event types, allowing for personalized scheduling experiences.
- Automated reminders and notifications help reduce no-shows and keep appointments on track.
Cons of Using Calendly
- Some users find the setup process for work hours and settings disjointed and confusing.
- Limited features in the free version; advanced functionalities require paid plans.
- The Chrome extension may slow down browser performance, impacting usability.
Pricing of Calendly
Free Plan: Always free
The Free Plan is ideal for individuals who need basic scheduling features. It supports unlimited 1-1 meetings, single calendar connections, and simple event scheduling. This plan is perfect for personal use or small businesses looking to streamline appointment bookings without any cost.
Standard Plan: $12/month (billed monthly) or $10/month (billed annually)
The Standard Plan is tailored for professionals and small teams requiring more advanced scheduling capabilities. It includes features like multiple event types, customizable booking pages, and detailed availability settings.
Teams Plan: $20/month (billed monthly) or $16/month (billed annually)
The Teams Plan is designed for larger teams that require advanced scheduling, team management features, and reporting. It includes all Standard Plan features plus the ability to schedule as a team, pool team schedules, and manage admin tools.
Enterprise Plan: Starts at $15k/year
The Enterprise Plan offers the highest level of security, admin control, and support. It includes all features from other plans, plus enterprise-specific features like SSO through SAML, domain control, audit log compliance, and data deletion API. This plan is perfect for large organizations with stringent security and administrative requirements.
What Users Say About Calendly
Rating on Capterra: 4.7 out of 5
“An excellent product but with one HUGE GAPING HOLE for us.”
Overall: It’s great for clients to get themselves booked into our system. It’s just terrible for making marketing decisions/plans.
Pros: The ease of use for the user, the client, and the administrator.
Cons: I mentioned this earlier, we NEED a report for the TOTAL number of open slots for an event type, for any given day across multiple reps. GLARING feature omission.“- Anonymous User
Key Features to Consider While Choosing The Best Agency Management Software
Knowing which software to choose for agency management can be overwhelming. But don’t stress; this article is here to guide you. We’ve done thorough research to highlight essential features you should look for when selecting client portal software for your agency.
Client Onboarding:
A seamless client onboarding process is essential for setting a professional tone. Choose software that automates and organizes the intake process, making it easy to gather crucial client information from the outset. For instance, automated intake forms ensure all necessary data is captured efficiently, providing a smooth start to client relationships.
Customization and Branding:
Look for software that offers customization options, allowing you to tailor colors, logos, custom domains, and layouts to match your brand. This personalization improves client interactions, making them feel unique and aligned with your agency’s identity.
Document Management and Sharing:
Efficient document management is crucial for saving time and ensuring important files are easily accessible. Select software that allows for easy uploading, organizing, and sharing of documents with clients. Secure permission settings are vital to protect sensitive information, ensuring only authorized personnel have access.
Task and Project Management:
Managing tasks and projects efficiently is fundamental to delivering quality work on time. Opt for software that provides detailed task management features, including task assignments, deadlines, and progress tracking. Look for tools that offer multiple project views, such as Kanban boards, Gantt charts, and calendars, to suit different management styles and project types.
Financial Management:
Accurate financial management tools are indispensable for tracking expenses, budgeting, and invoicing. Choose software that offers comprehensive financial features, including automated invoicing, expense tracking, and financial reporting. Multi-currency support and tax management capabilities are also valuable for agencies working with international clients.
Communication and Collaboration:
Effective communication and collaboration are vital for team productivity and client satisfaction. Look for software that integrates messaging, video conferencing, and collaborative document editing. Features like @mentions, comment threads, and shared workspaces help streamline communication and ensure everyone stays informed and engaged.
Analytics and Reporting:
Insightful analytics and reporting tools are essential for monitoring performance and making informed decisions. Select software that offers customizable dashboards, real-time data visualization, and detailed reports. This allows you to track key metrics, assess project profitability, and optimize resource allocation.
What is The Best Agency Management Software?
Agency Handy comes out as the best agency management software for a number of reasons.
Firstly, the client onboarding process with Agency Handy is seamless. With customizable automated intake forms and workflows, we can efficiently gather all the necessary client details right from the start. This not only sets a professional tone but also saves time and reduces the risk of errors.
Moreover, Agency Handy excels in customization and branding. The platform offers extensive options to personalize the client portal, allowing us to align the look and feel with our brand identity. From logos to color schemes and custom domains, every aspect can be tailored, ensuring that each client interaction feels unique and branded.
In terms of document management and sharing, Agency Handy provides features that we appreciate. The software allows for easy uploading, organizing, and sharing of documents. With secure permissions, we can control access to sensitive information, ensuring that only authorized personnel can view certain documents.
Finally, the task and project management capabilities of Agency Handy are top-notch. We can easily track projects, assign tasks, and set deadlines, which keeps our team organized and on schedule. These features make Agency Handy a comprehensive solution for managing agency operations efficiently.
Wrapping up
Choosing the right agency management software is crucial for optimizing your agency’s operations and client interactions. Key features to prioritize include smooth client onboarding, customization, efficient document management, task management, and strong communication tools.
Among the options, Agency Handy excels due to its seamless client onboarding, extensive customization features, and efficient task management. These qualities make it an excellent choice for agencies aiming to streamline workflows and enhance client relationships.
FAQ
What is agency management software, and how can it benefit my agency?
Agency management software is a tool that helps streamline operations like project management, client communication, and billing. It centralizes these tasks, making it easier to manage projects, improve team collaboration, and maintain clear communication, ultimately enhancing overall efficiency and productivity.
How does agency management software integrate with other tools my agency uses?
Agency management software typically integrates with CRM systems, email marketing tools, accounting software, and communication platforms like Slack. These integrations ensure seamless data flow and synchronization, creating a cohesive workflow and reducing manual work.
Is agency management software secure, and what kind of support can I expect?
Yes, agency management software is generally secure, featuring data encryption and compliance with standards like GDPR. Support often includes customer service, technical support, and training resources, varying by vendor and pricing plan.
