6 Best Marketing Agency Software to Scale Your Agency in 2024

Running a marketing agency isn’t just about being creative. It’s about managing multiple clients, meeting tight deadlines, and providing your value at every turn.

A recent study from Statista shows that the top three reasons marketing agencies lose clients are:

• Cost (37%), 
• Relationship issues (24%), 
• Lack of access to data (23%).

They all boil down to one question: Are you showing your clients the value you bring? And when clients ask for more data, what they really want is proof that their investment is working.

This is where the right marketing agency software comes in. These tools simplify everything from SEO and content marketing to project management and analytics, helping you deliver top-notch results without getting lost in the details.

With the right toolset, you can focus on what really matters—growing your client’s business and your agency’s reputation.

Quick List of Top Marketing Agency Software

• Agency Handy: Manage services, client onboarding, and team communication in all digital agencies.
• Keap: Automate CRM, marketing, and sales for small businesses and entrepreneurs.
• HubSpot: Integrate email marketing, sales automation, and customer relationships in one place.
• Sprout Social: Schedule posts, analyze performance, and engage customers on social media.
• Salesforce Marketing: Perfect marketing tool for email, conversion, customer journeys, and personalization.
• HighLevel: Design marketing funnel, capture leads, automate tasks, and offer white-label customization.

What is a Marketing Agency Software?

A marketing agency software is designed to handle client relationships, project workflows, team collaboration, and finances.

With features like CRM, task management, invoicing, and reporting all in one place, the right agency software ensures your agency runs smoothly. It saves you time, automates repetitive tasks, and improves communication both within your team and with your clients.

Having a centralized platform simplifies your work and boosts productivity. Whether you’re a small agency looking to grow or a larger firm wanting to optimize operations, marketing agency portals give you the structure you need to succeed.

Why You Should Have A Marketing Agency Software?

Softwares for marketing agencies offer a range of benefits that can significantly improve your agency’s performance. Here’s how these tools can make a difference:

Streamlined Project Management

Handling multiple projects can be challenging, but marketing agency management software simplifies the process. It streamlines task automation, establishes clear milestones, and optimizes resource allocation. This ensures your projects stay organized and meet their deadlines.

Improved Teamwork

Strong collaboration is essential in any marketing agency. Marketing software streamlines communication, allowing team members to share updates, monitor progress, and work together seamlessly. This improves efficiency and minimizes errors.

Improved Client Relationships

Keeping clients updated in real time is the key to client satisfaction. The software offers a specific area for client updates and feedback, keeping them informed and engaged throughout the project. This smooth communication helps build stronger relationships.

Better Financial Management

Real-time budget tracking is essential for maintaining control over project costs. With the right software, you can monitor spending closely, compare planned versus actual expenses, and make quick adjustments when needed. It ensures that projects stay within budget and remain profitable.

Increased Efficiency

Centralizing everything in one place can minimize errors and streamline workflows across your team. By having all tasks, communications, and documents in one place, your team can work more efficiently and focus on delivering high-quality results. 

Comparison Table of Top Marketing Agency Software

To help you make a decision, we have drafted a quick comparison table that includes task tracking, task management as well as client communication:

Top 6 Marketing Agency Software for Your Agency’s Growth

Since you have a brief understanding of each digital marketing software, let’s analyze them in detail and get them to their core. From key features to pricing, pros and cons, as well as user reviews, we’ll share what each software has to offer:

1. Agency Handy: Best Client Portal for Client Onboarding & Task Management

Agency Handy is an all-in-one marketing client portal for digital agencies, managing everything from client onboarding to team collaboration and invoicing. It offers you a complete client experience to ensure maximum satisfaction.

As an agency owner, you’ve likely faced the challenge of acquiring clients and effectively showcasing your marketing services, right? Agency Handy provides a quick and efficient solution.

With the Service Catalog, you can clearly present what you offer—whether it’s SEO, content creation, social media management, email marketing, or PPC campaigns. Clients can see exactly what you provide and the value you bring to the table.

From there, you can move on to client onboarding with easy-to-use intake forms. Customize them based on what information you need. Simply add the necessary fields, and you’re ready to go.

As orders come in, Agency Handy’s detailed task lists and intuitive Kanban boards will help you break down tasks, track progress, and ensure deadlines are met without a hitch.

And not to mention, communication is key to any marketing agency. Well, with Agency Handy, you can keep everything transparent and organized. Clients can easily access tasks, share feedback, and approve tasks, ensuring everyone stays aligned. 

Besides creative and operational responsibilities, invoicing is another headache for owners and team leads. You can simply manage invoices – automated or customized with integrated payment gateways like Stripe or PayPal. 

Invoicing is another headache for many agency owners and team leads, but Agency Handy makes it simple. Manage invoices—whether automated or customized—with integrated payment gateways like Stripe or PayPal. 

You can also set up one-time or subscription-based invoices, which is especially useful for ongoing campaigns.

Overall, Agency Handy focuses on what agencies need most, serving as a central hub to manage clients and orders in one single place. It’s a must-have for any digital agency looking to streamline its operations and deliver great results.

Key Features of Agency Handy

Here are some features that make Agency Handy a great all-in-one marketing agency software:

Show Your Marketing Services

Solo marketers and marketing agencies often struggle to present their services effectively. But with Agency Handy’s Service Catalog, you can easily list your services with clear descriptions and pricing. 

You can include services like SEO optimization, content creation, social media marketing, email marketing, and PPC advertising. The catalog will help your clients quickly understand what you offer and choose the services that best meet their needs.

Client Onboarding and Management

Once you’ve set up the services,, you can onboard clients smoothly with customizable order and intake forms. The forms will help you collect all necessary details for marketing, campaigns, and advertisements right from the start. This ensures you have everything you need to move the order smoothly and efficiently.

Proposals and Quotes 

Agency Handy allows you to create and send professional proposals and quotes directly from the platform. This feature simplifies the proposal process, enabling you to quickly draft, customize, and send proposals to clients, helping you win business more efficiently.

Task Management

Once you have orders from the clients, time to get down to the real job. With its order management features, you can break down the orders into small tasks. Intuitive Kanban boards allow you to track progress, set deadlines, and assign tasks effectively. 

Client & Team Collaboration

With Agency Handy, collaboration is effortless thanks to its built-in communication tools. Real-time updates (e.g ad campaigns) ensure that everyone stays on the same page, keeping your team informed and connected throughout every step. You’ll never miss client feedback again!

Billing and Invoicing

When you have an order from the clients, you’ll get automated invoices for that. But if there are personalized requests besides your services, you can go for customized invoices. 

Additionally, it supports multiple payment gateways, including Stripe, PayPal, or ACH system, making it easy for clients to pay through their preferred method. 

Subscription Management 

With Agency Handy, you can easily manage recurring billing and service renewals through the Subscription Management feature. This is particularly valuable for agencies that offer ongoing services, as it automates the billing process and reduces administrative overhead. 

Customization and Branding

With Agency Handy, you can easily tailor the client portal to reflect your brand. Customize elements like your logo, color schemes, and sign-in portal to create a seamless brand experience. 

You can also use a custom domain and personalized email templates that match your branding, ensuring consistency in every client interaction. 

Ticketing System 

The integrated Ticketing System improves your agency’s client support capabilities. Clients can easily submit support requests, and your team can manage, track, and resolve these tickets within the platform. This feature helps ensure that client issues are addressed promptly and efficiently.

Roles and Permissions 

You can control who has the ability to view, edit, and manage different parts of the platform/ It’ll make sure that sensitive data is secure and only accessible to authorized personnel. 

Multi-Language Support 

In Agency Handy, you can manage the client portal in multiple languages to ensure no international client feels left out or confused. This feature helps you cater to a global audience, providing a smooth and accessible experience for all your clients, regardless of their language preferences.

Pros of Using Agency Handy

• A 7-day free trial lets you explore the client portal in and out.      
• Kanban boards offer clear and organized order tracking.
• Direct client feedback enables quick, accurate updates.
• Responsive customer support resolves issues efficiently.
• Customization options to align with your branding needs.
• Affordable pricing suits agencies of all sizes.

Best Use Case of Agency Handy for Marketing Agencies

Here’s a look at the best use cases for Agency Handy, reflecting how agencies can pull off their marketing task efficiently and deliver exceptional results:        

Digital Marketing Agencies: 

Agency Handy is a great client portal for digital marketing agencies. It simplifies complex tasks like managing SEO projects, running PPC campaigns, and organizing social media content calendars. With its task management tools, you can easily keep track of every detail and ensure nothing slips through the cracks.

Creative Studios: 

Creative studios will find Agency Handy to be a versatile creative agency management software for managing their projects. Whether you’re coordinating a photoshoot, developing a brand identity, or editing a video, the software’s task-tracking and collaboration features keep your team aligned and productive.

Content Creation and Design Agencies: 

For content and design agencies, Agency Handy offers powerful tools for both project and financial management. It simplifies tasks like writing blog posts, designing marketing materials, and producing multimedia content, ensuring that everything stays on schedule.

The platform also makes billing and invoicing easier, helping you keep finances in order while focusing on delivering top-quality work. It’s an ideal choice for agencies handling large-scale projects that require careful management and clear communication.

Freelancers and Small Agencies: 

Freelancers and small agencies will appreciate the simplicity and flexibility of Agency Handy. It’s perfect for managing multiple client orders, scheduling tasks, and tracking progress—all without unnecessary complexities.

Marketing and Advertising Firms

Marketing and advertising firms can benefit greatly from Agency Handy’s ability to handle multiple campaigns at once. It’s ideal for developing ad campaigns, creating marketing strategies, and coordinating media buys, all while keeping everything organized in dedicated workspaces.

Agency Handy Pricing

Agency Handy offers three pricing plans for various needs: 

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 for Marketing Agency Software?

Here’s why Agency Handy is the ideal choice for your marketing agency:

2. Keap: Ideal for CRM, Sales Automation, & Marketing

Keap is a versatile business automation platform designed to help small businesses streamline their operations and fuel growth. 

With its CRM features, it centralizes client data, making it easy for you to manage relationships and keep track of every interaction. You’ll never lose track of important details, and you’ll always know where you stand with your clients.

What really sets Keap apart are its automation tools. You can automate repetitive tasks like capturing leads and following up, so you never miss a chance to connect with potential clients. 

Keap also helps you stay connected with your clients through personalized email and text marketing. Whether you’re sending out promotions or just checking in, these tools make it simple to engage your clients in a meaningful way.

Managing your business is easier with Keap, too. You can schedule appointments, handle invoices, and track sales all from one platform. It’s an all-in-one solution that makes managing your business straightforward and scalable. 

Key Features of Keap

Here are the key features of Keap we found impressive:         

• CRM Integration: Keap offers a comprehensive CRM that centralizes all your contact management needs. You can easily track interactions, segment your audience, and maintain detailed records of client communications. 

• Marketing Automation: Keap’s automation builder lets you automate email and text campaigns effortlessly. You can set up complex workflows that trigger based on user behavior, helping you engage clients at the right time. 
• Sales Pipeline Management: Keap provides customizable sales pipelines that make tracking deals and progress simple. You can automate follow-ups and task assignments, ensuring that your sales process is both efficient and organized. 
• Forms and Funnels: Keap makes it easy to capture leads with customizable forms that can be embedded on your website. You can also build sales funnels that guide prospects from initial interest to conversion. 
• Appointment Scheduling: With an integrated calendar, Keap allows clients to book appointments directly, reducing back-and-forth communication. This feature automates reminders and confirmations, cutting down manual tasks and minimizing the risk of no-shows.
• Invoicing and Payments: Keap simplifies billing with integrated invoicing and payment processing features. You can create and send customized invoices, track payments, and set up recurring billing. 

• Email and Text Marketing: Keap allows you to personalize and automate your communications with ease. Use pre-built templates, A/B testing, and detailed tracking to optimize your email and text campaigns.
• Reporting and Analytics: Access detailed reports on sales, marketing, and client engagement all within one platform. Keap’s analytics tools help you monitor performance, identify trends, and make data-driven decisions. 

Pros of Using Keap

• User-friendly interface simplifies navigation and daily operations.
• Automation tools save time by streamlining repetitive tasks.
• Integrated CRM enhances client relationship management and engagement.
• Keap Academy provides valuable on-demand courses for mastering Keap.

Cons of Using Keap

• Limited functionality in the mobile app affects accessibility.
• Not suitable for small businesses due to cost.

Keap Pricing

Keap offers a single tier pricing focused on user and contacts count: 

Standard Plan: $249 per month, billed annually at $2,988. 

This plan includes the Keap platform, providing serious automation capabilities for businesses focused on growth. It supports 1 user and up to 1,500 contacts, making it ideal for small to medium-sized businesses looking to streamline their operations.

Here are some more details about their pricing details:

Tiers	Tier 1	Tier 2	Tier 3	Tier 4	Tier 5	Tier 6
Price	Included	$24/month	$39/month	$79/month	$139/month	$279/month
Messages	500	1,000	2,500	5,000	10,000	25,000
Minutes	100	300	500	800	1,000	2,000

Free trial: Yes, 14 days.

What Users Say About Keap

Rating on Capterra: 4.1 out of 5

“”Keap: A difficult app with lots of potential”

Overall: We have used it for over ten years now and stay because it does work however, there are a lot of features that are missing or are just dated. Luckily, we have found a workaround for most but it is discouraging that they haven’t updated these.

Pros: The campaign management element of Keap is absolutely fantastic and one of the main reasons we have kept it over the years. It also integrates with A LOT which is really useful for us.

Cons: They don’t update very frequently and don’t give features that their customers want. Their order forms and internal web forms are beyond dated and the landing page builder they sourced out to another company is one of the worst builders I have ever used. Their customer service is also a joke.”- Amanda V. 

3. HubSpot: Unified CRM for Email Marketing & Sales Automation

HubSpot is a powerhouse CRM platform that combines marketing, sales, and customer service into one seamless experience. It serves as the foundation for managing customer relationships, catering to businesses of all size.

However, HubSpot offers much more than just CRM. With tools for email marketing, social media management, and sales automation, your team can engage with clients at every stage of their journey. 

The platform’s user-friendly interface and robust analytics make it easy to track performance and optimize your strategies. So, whether you’re nurturing leads or closing deals, HubSpot provides everything you need to drive growth and keep your business moving forward.

Key Features of HubSpot

Here are the standout features of Hubspot we value:

• CRM: HubSpot provides a free CRM that tracks and manages customer interactions in one place. This tool helps businesses keep all client data organized, allowing for better customer relationship management. 
• Marketing Automation: Automate email campaigns, social media posts, and ad management with ease. HubSpot’s marketing automation tools allow you to create personalized workflows that engage leads at the right time, improving conversion rates. 

• Sales Tools: Manage your sales pipeline, track deals, and automate follow-ups through customizable workflows. HubSpot’s sales tools help you close more deals by keeping track of where each prospect is in your sales funnel. 
• Content Management System (CMS): Build and optimize websites with HubSpot’s drag-and-drop builder and SEO tools. HubSpot’s CMS allows marketers to create responsive, SEO-friendly websites without needing a developer. 
• Forms: Generate leads from your website using a powerful online form builder. HubSpot’s forms are easy to create and customize, helping you capture essential information from website visitors. 
• Email Marketing Tools: Create, personalize, and optimize your marketing emails without waiting on designers or IT. HubSpot’s email marketing tools offer pre-designed templates and a drag-and-drop editor, making it easy to craft professional emails. 
• Ads Management: Create personalized and targeted ad campaigns and see which ads are turning prospects into customers. HubSpot’s ads software allows you to manage and track your ad spending across multiple platforms.
• Customer Service Tools: Handle customer support with a built-in ticketing system and live chat features. HubSpot’s customer service tools enable businesses to provide timely and effective support to their clients. 
• Reporting and Analytics: Access detailed reports on marketing performance, sales metrics, and customer behavior. HubSpot’s reporting tools provide insights into every aspect of your business, helping you make data-driven decisions. 

• Seamless Integrations: Connect HubSpot with over 1,000 tools, including Google Workspace, Slack, and Salesforce. HubSpot’s integration capabilities ensure that all your tools work together harmoniously.

Pros of Using HubSpot

• Centralizes marketing, sales, and service tools into one platform.
• Customizable dashboards provide detailed insights across all channels.
• Automated workflows to enhance personalized lead nurturing and conversions.
• Integrates seamlessly with over 1,000 third-party tools.
• CMS optimizes content for improved search engine rankings.

Cons of Using HubSpot

• High pricing for advanced features can be restrictive.
• Limited customization in certain areas like reporting and deal management.

HubSpot Pricing

HubSpot offers a total of 6 pricing tiers for both individuals and small teams, as well as businesses and enterprises:

For Individuals and Small Teams:

1. Free Tools—$0. 

Ideal for individuals or small teams starting with essential tools to generate leads, manage emails, and track success. Free for up to 5 users with no credit card required. Includes basic marketing, sales, service, content, operations, and commerce tools.

2. Marketing Hub Starter—$20 per seat per month, billed monthly. 

Designed for small teams that need essential marketing tools to engage and convert leads. This plan includes 1,000 marketing contacts and removes HubSpot branding from emails, forms, and live chat. Also features simple marketing automation, with email and in-app chat support included.

3. Starter Customer Platform—Starts at $20 per seat per month, billed monthly. 

A great option for small teams needing a customer platform that combines essential marketing, sales, and service tools. This tier includes increased limits on free tools, with additional support options and the ability to commit monthly or pay upfront for better value.

4. Marketing Hub Professional—$800 per month, billed annually.

Comprehensive marketing software tailored for small teams that require automation, advanced reporting, and campaign management. This plan includes 3 seats, with additional seats starting at $45 per month. 

For Businesses and Enterprises:

1. Marketing Hub Professional—$800 per month, billed annually. 

Suited for businesses that need comprehensive marketing software for automation, reporting, and campaigns. This plan includes 3 seats, with additional seats starting at $45 per month. 

2. Marketing Hub Enterprise—$3,600 per month, billed annually. 

Tailored for large enterprises requiring advanced control and flexibility. This plan includes 5 seats, with additional seats starting at $75 per month. Features include organizing teams, customer journey analytics, custom objects, and multi-touch revenue attribution. 

Free trial: Yes, 14-day free trial. 

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. 

4. Sprout Social: Best for Social Media Marekting Management & Analytics

Sprout Social is your go-to platform for social media management. It helps you schedule posts, engage with audiences, and track performance. 

Plus, the unified social inbox centralizes messages from all social profiles. This makes it easier to manage interactions and respond quickly. 

Sprout Social’s content planning tools let you organize posts by campaigns. You can also set goals for each campaign, making sure every post aligns with your strategy. This structured approach helps maintain consistency across all social media platforms.

Besides, there are advanced analytics tools that let you monitor key metrics and trends. You can refine your strategy based on real-time data. 

Key Features of Sprout Social

Here are the core features of Sprout Social we relied on:

• Unified Social Inbox: The Unified Social Inbox brings all your social media messages together in one place. It makes managing interactions across multiple platforms simple and stress-free. 

• Social Media Scheduling: Social Media Scheduling lets you easily plan and publish posts across various profiles. You can create a posting schedule that aligns with your audience’s activity, ensuring maximum reach and engagement. 
• Social Media Analytics: You’ll get detailed reports on how your social media is performing and how your audience is engaging. These insights show you what content your audience loves, helping you fine-tune your strategy for even better results.
• Content Calendar: You’ll get to organize and plan your social media content in a centralized location. It allows you to visualize your posting schedule, ensuring that your content is strategically timed and aligned with your marketing goals. 

• Social Listening Tools: Social Listening Tools enable you to monitor brand mentions, keywords, and industry trends in real-time. This feature helps you stay ahead of the competition by identifying emerging trends and gauging public sentiment.
• Team Collaboration: Team Collaboration features provide seamless cooperation on content creation and approval workflows. Your team can easily share ideas, provide feedback, and ensure that all content meets your brand standards before it goes live. 
• Third-Party Integrations: Sprout Social integrates with popular tools like Google Analytics, Dropbox, and Canva, allowing you to streamline your workflow. These integrations enable you to connect your social media efforts with other essential marketing tools.

Pros of Using Sprout Social

• Manage all social media messages in one unified inbox.
• Easily schedule posts across multiple platforms with automated tools.
• Gain deep insights with detailed social media performance analytics.
• Collaborate seamlessly with team members on content creation and approvals.
• Monitor brand mentions and trends using advanced social listening features.

Cons of Using Sprout Social

• Limited social media integrations like TikTok and Snapchat.

Sprout Social Pricing

Sprout Social provides 4 pricing plans based on the features and social profiles you need:

1. Standard—$199 per user per month, billed annually. 

This plan is ideal for individuals or small teams looking to manage multiple social profiles, schedule posts, and track performance. It includes tools for social content creation, publishing, and analytics across up to 5 social profiles.

2. Professional—$299 per user per month, billed annually. 

Perfect for growing teams that need additional features for collaboration and reporting. This plan includes everything in the Standard plan, plus competitive analysis, incoming and outgoing message content management, and report customization. It supports up to 10 social profiles.

3. Advanced—$399 per user per month, billed annually. 

Designed for teams requiring sophisticated tools for social media management. This tier includes all Professional plan features, with the addition of advanced automation, digital asset management, and custom URL tracking. 

4. Enterprise—Custom pricing. 

Tailored for large businesses and enterprises with complex social media needs, the Enterprise plan includes all Advanced features, plus personalized support, advanced permissions, and a dedicated account manager. 

Free Trial: Yes, 30 days.

What Users Say About Sprout Social

Rating on Capterra: 4.5 out of 5

“One of the industry standards, but too pricey for us”

Overall: it was great and I did not take long to understand all of the functionalities. Very simple to use and learn!

Pros: It was able to accomplish any of my social media management needs and was always one of the first to hit the market with updates when social pages release new APIs.

Cons: There wasn’t much I didn’t like, but ultimately we could not agree on a pricepoint that made sense for my organization.”- Michael S. 

5. Salesforce: Advanced Platform for Personalized Marketing & Sales Journey

Salesforce is a platform built for businesses that want to take their marketing efforts to the next level. To be noted, you can manage marketing, service, and sales in one single platform.

You’ll get a suite of tools designed to help you connect with your audience across multiple channels, from email and social media to mobile and web. 

Besides, the marketing tool excels in personalizing customer interactions using AI-driven insights. It helps you create targeted campaigns that truly connect with your audience. 

Beyond that, the platform offers automation and advanced analytics to streamline marketing efforts and provide valuable data-driven insights.

It’s the ideal solution for businesses aiming to build stronger customer relationships while driving growth and efficiency.

Key Features of SalesForce

Here are the key features of SalesForce we couldn’t ignore:

• Sales CRM: Manage customer relationships with centralized contact management and interaction tracking. Salesforce CRM allows you to store all customer data in one place, ensuring you have a complete view of customer interactions. 
• Marketing Automation: Automate email campaigns, social media posts, and targeted ads. Salesforce’s marketing automation tools help you reach your audience precisely, delivering the right message at the right time. By automating repetitive tasks, you can focus on strategic initiatives.

• Sales Pipeline Management: Track deals through customizable sales stages with real-time analytics. Salesforce’s sales pipeline management allows you to visualize and manage your sales process, from lead generation to closing. With real-time analytics, you can make data-driven decisions.
• AI-Powered Insights: Utilize AI to generate insights on customer behavior and sales trends. Salesforce’s AI capabilities, powered by Einstein, analyze vast amounts of data to provide actionable insights. 
• Personalization: Drive ROI across your marketing programs with cross-channel personalization. Salesforce’s personalization features allow you to deliver tailored experiences to each customer across multiple channels. 
• Customer Loyalty: Increase profitability and loyalty with better engagement and personalized rewards. Salesforce helps you build customer loyalty through targeted engagement strategies and personalized reward programs.
• Customizable Dashboards: Create personalized dashboards to monitor key metrics and business performance. Salesforce dashboards can be tailored to display the most important metrics for your business, providing a real-time snapshot of your performance.

• Integration Capabilities: Seamlessly integrate with various third-party tools like Slack, Google Workspace, and more. Salesforce offers robust integration options, allowing you to connect with other essential business tools.

Pros of Using SalesForce

• Powerful automation tools streamline complex marketing workflows.
• Seamless integration with various apps and existing systems.
• Lead management with detailed scoring and nurturing.
• Comprehensive customer insights across multiple communication channels.
• Strong customer support for resolving issues quickly and effectively.

Cons of Using SalesForce

• The complex interface requires technical expertise for full utilization.

Salesforce Pricing

Salesforce offers 3 tiered pricing plans targetted towards organizations:

1. Engagement—$1,250 per org per month, billed annually. 

This plan is tailored for businesses looking to enhance their marketing efforts through email marketing, content creation, and robust analytics. It’s designed to support large-scale campaigns with advanced tools for tracking and engagement.

2. Account Engagement—$1,250 per month, billed annually.

This plan supports up to 10,000 contacts and is perfect for businesses focused on lead nurturing and scoring. It includes engagement history dashboards, campaign reporting, and insights, providing a complete overview of customer interactions.

3. Growth Edition—$1,500 per month, billed annually.

Designed for small businesses aiming to scale their marketing efforts, the Growth Edition leverages AI-powered emails and campaigns. It includes multi-channel journeys, forms, and landing pages, offering powerful tools to automate and optimize marketing activities across different platforms.

Free Trial: 30-day trial.

What Users Say About SalesForce

Rating on G2: 4 out of 5

“”Review on Salesforce Marketing Cloud Account Engagement”

What do you like best about Salesforce Marketing Cloud Account Engagement?

The most helpful aspect of Salesforce Marketing Cloud Account Engagement is that everything is labeled by the account names. The upside of having this is that it keeps everything well organized and you can insert different times and dates. Along with all the other information you need pertaining to the account, name, address, phone, and other notes.

What do you dislike about Salesforce Marketing Cloud Account Engagement?

The least helpful is that sometimes there are duplicates. However, you can find them relatively quickly and the downside of it is that it takes more time out of your day to delete or hide the duplicate account.”- Erika W.

6. HighLevel: Complete Solution for Lead Management & Marketing Funnels

HighLevel is a versatile platform for digital marketers and marketing agencies looking to capture leads, nurture relationships, and close deals—all from a single dashboard. 

HighLevel’s standout feature is its robust funnel-building capabilities. It allows you to create and customize sales funnels tailored to your agency’s needs. You can design every step of the customer journey, from lead capture to conversion, with drag-and-drop simplicity. 

Combined with its white-label options, HighLevel lets you fully brand these funnels. This ensures that your marketing efforts are both effective and uniquely aligned with your agency’s identity.         

You’ll get to automate appointment scheduling and follow-ups, ensuring timely and consistent communication with clients. The system sends reminders and updates automatically, reducing the chance of missed appointments and keeping your workflow smooth. 

HighLevel offers extensive customization options, including fully branding the platform with your agency’s logo, colors, and custom domain. This white-labeling feature allows you to present HighLevel as your own software, reinforcing your brand identity. 

And if you’re a creator, coach, or course instructor, you can create a membership program. Manage both offered and paid courses, and there’s no limitation on users.

Key Features of HighLevel

Here are the top features of HighLevel  we enjoyed:

• Sales Funnel Builder: With HighLevels Sales Funnel Builder, you can easily create and manage sales funnels from start to finish. Design landing pages, automate follow-ups, and track conversions to guide your leads through every stage of the sales process.
• Nurturing Leads: HighLevel offers powerful lead nurturing tools to keep your prospects engaged and moving towards a sale. Automated email sequences, SMS follow-ups, and personalized communication ensure that your leads stay warm and interested.

• Marketing Automation: HighLevel automates your marketing across various channels like email, SMS, and social media. You can set up campaigns that run automatically, ensuring consistent communication with your audience while freeing up your time to focus on strategy.
• Automated Scheduling: The platform integrates with your calendar, allowing clients to schedule meetings and consultations directly, reducing back-and-forth communication.
• Membership Management: For businesses offering courses or subscription services, HighLevel’s Membership Management feature is invaluable. It lets you create and manage membership sites, host content, and handle subscriptions all in one place.

• SMS Marketing: With HighLevel’s SMS Marketing feature, you can send targeted text messages to your leads and customers. This feature allows you to set up automated SMS campaigns, reminders, and follow-ups, making communication timely and effective. 
• Reputation Management: HighLevel’s Reputation Management tools help you monitor and manage your online reviews across various platforms. You can request reviews from satisfied customers, respond to feedback, and improve your overall online presence. 
• Third-Party Integrations: HighLevel seamlessly integrates with popular tools like Stripe for payments and Facebook for lead capture. These integrations make it a versatile platform for managing all aspects of your marketing and sales efforts.

Pros of Using HighLevel

• Comprehensive features streamline marketing and CRM tasks efficiently.
• A User-friendly interface simplifies daily operations and workflows.
• Strong community support aids in troubleshooting and learning.
• White-label options enable brand customization and SaaS offerings.
• Integration with multiple platforms enhances marketing capabilities.

Cons of Using HighLevel

• Customer support response can be slow and inconsistent.
• Complex setup may require technical expertise initially.

HighLevel Pricing

HighLevel brings 3 different pricing plans for small to large businesses:

1. Starter—$97 per month, billed monthly.

This plan is ideal for small businesses and individuals looking to manage their customer interactions and marketing efforts. It includes essential features like CRM, email marketing, and basic automation tools. 

2. Unlimited—$297 per month, billed monthly.

This plan offers all the features of the Starter Plan but with unlimited access to users and additional tools. It includes advanced automation, white-labeling options, and the ability to create sub-accounts. 

3. SaaS Pro—$497 per month, billed monthly.

This plan is designed for larger agencies looking for extensive customization and advanced features. It includes everything in the Unlimited Plan, plus access to SaaS Mode, which allows you to resell HighLevel’s software as your own branded solution. 

Free Trial: Yes, 14 days.

What Users Say About HighLevel

Rating on Capterra: 4.1 out of 5

“Solid platform”

Overall: Has helped quite a bit with CRM but would prefer to integrate with WordPress so we don’t have to log in to like 4 systems.

Pros: Drag and drop interface is nice. Endless customizations per campaign. Lots of integrations with other helpful tools like Zapier. Logs conversations and can continue them from within the system.

Cons: Not super intuitive at times. Lots of clicking to get anywhere. No WordPress integration. Expensive if you want to do a lot with it.”- Matt E.

What Kind of Software Do Marketing Agencies Need?

Marketing agencies require specialized software to manage their complex operations efficiently. The right tools help streamline processes, enhance productivity, and ultimately drive profitability:

• Project Management Tools: Managing multiple client projects at once can be challenging. A good project management tool keeps everything organized. It helps you track progress, assign tasks, and meet deadlines without missing a beat.
• CRM Integration: A CRM system is vital for handling many clients. It helps you track interactions, manage customer data, and streamline communication. This ensures that your client relationships are well-maintained.
• Content Management Systems (CMS): Your agency likely produces a lot of content for different clients. A CMS lets you manage this efficiently by centralizing content creation, scheduling, and publishing across multiple platforms.
• Marketing Automation: Automation tools are a must to optimize your marketing efforts. They handle repetitive tasks like email campaigns, social media posts, and lead nurturing. This frees up time for you to focus on more strategic work.
• Reporting and Analytics Tools: Data-driven decisions are key to successful marketing strategies. Reporting and analytics tools help agencies collect, analyze, and visualize data, enabling them to track performance, measure ROI, and make informed campaign adjustments.
• Collaboration and Communication Tools: Collaboration is key, especially when your team is remote, or you have multiple stakeholders. Tools that make communication and file sharing easy are essential for keeping everyone aligned and ensuring smooth teamwork.

How is Marketing Agency Software Different from Traditional Ones?

Marketing agency software is distinct from traditional project management tools due to its specialized focus on the needs of marketing agencies. These platforms address challenges like managing clients, coordinating campaigns, and ensuring brand consistency.

So, What is the Best Marketing Agency Software?

Agency Handy is the top choice for marketing agencies, offering a range of features that cater specifically to agency needs. From client onboarding to task management and team collaboration, Agency Handy ensures that your operations run smoothly from start to finish.

With its customizable service catalog, Agency Handy makes it easy for you to present your services clearly and efficiently. This ensures that client management is streamlined right from the beginning, giving you more time to focus on what matters most.

The platform’s intuitive Kanban boards are another key feature. They allow you and your team to visualize project progress and manage tasks with ease. These boards, paired with integrated communication tools, keep everyone connected and informed.

However, if your agency prioritizes CRM and marketing automation, Keap and HubSpot are good choices as well. They combine marketing, sales, and customer service in one platform. 

How to Choose the Right Marketing Agency Software

Selecting the right marketing agency software is a crucial decision that can shape the efficiency and growth of your agency. The right tool should fit your current needs and grow with your agency. Here’s how to make an informed decision:

Understand Your Agency’s Needs

Start by thoroughly assessing what your agency requires to operate smoothly. Whether you need strong client management, detailed analytics, or efficient project tracking, ensure the software matches your unique demands. Identifying these needs upfront will help you find a tool that aligns with your goals.

Features and Functionality

Evaluate the core features and functionality that your agency requires. Look for software that offers comprehensive tools like project management, client portals, and analytics. It should provide the functionality that enhances your team’s productivity and aligns with your agency’s specific workflows.

Focus on User Experience

A user-friendly interface is essential for smooth adoption and daily use. The software should be intuitive, minimizing the learning curve for your team. When the tool is easy to navigate, your team can concentrate on delivering quality work without being hindered by complex features.

Workflows

The ability to create and manage custom workflows is essential for streamlining processes. Choose software that allows you to set up automated workflows for repetitive tasks, which will save time and reduce the potential for errors.

Email Integration

Ensure the software integrates with your email platform for seamless communication. Effective email integration is vital for managing client communications, sending updates, and tracking responses, all within the same platform.

Templates

Having access to pre-designed templates can significantly speed up your work. Look for software that offers customizable templates for proposals, invoices, and marketing materials, enabling your team to maintain consistency and professionalism.

Consider Scalability and Cost

As your agency grows, your software needs will evolve. Go for a solution that offers scalability, allowing you to add features or users as required. The right software should offer flexible pricing that supports growth without sacrificing key features.

Check Integration Capabilities

Your agency likely uses a variety of tools, from CRM systems to design software. It’s important to choose software that integrates well with your existing tools, ensuring a seamless workflow. Good integration capabilities will help reduce time spent switching between platforms and streamline your processes.

Customer Support

Reliable customer support is essential when you encounter issues or need assistance. Select a platform that offers strong customer support, whether through live chat, email, or phone, to ensure that any problems are resolved quickly.

How to Implement Marketing Agency Software in Your Agency

Implementing marketing agency software can transform how your team operates, leading to improved efficiency and better project outcomes. Here’s a step-by-step guide to ensure a smooth integration:

• Define Your Objectives: Start by identifying the specific challenges your agency faces. Identify your goals, such as improving communication, streamlining workflows, or enhancing project management. Clear objectives will help you focus on the right features.
• Choose the Right Software: Select software that aligns with your agency’s unique needs. Look for tools that offer essential features like task management, client portals, and reporting capabilities. Ensure the software is scalable and integrates well with your existing systems.
• Develop an Implementation Plan: Create a detailed plan outlining how you will roll out the new software. Assign roles and responsibilities, and set a timeline that allows for gradual adoption. This approach will give your team time to adjust to the new system without disrupting ongoing projects.
• Train Your Team: Provide comprehensive training to ensure your team is comfortable with the new software. Use a mix of workshops, tutorials, and hands-on sessions to cover all learning styles. Encourage team members to explore the software’s features and ask questions to build confidence in it.
• Monitor and Optimize: Once implemented, continuously monitor the software’s impact on workflow. Gather team feedback to spot challenges or areas for improvement. Make adjustments to optimize performance and meet evolving needs.

Conclusion

When choosing marketing agency software, it’s essential to consider the unique needs of your agency, from client management and project workflows to team collaboration and financial tracking. 

Tools like Agency Handy offer specialized features tailored to digital agencies, making it easier to manage everything from client onboarding to invoicing. 

While each software comes with its strengths and challenges, selecting the right platform can significantly enhance your agency’s efficiency and effectiveness. 

By carefully evaluating the options, you can find a solution that aligns with your business goals and helps drive growth.

FAQs

What features should I look for in marketing agency software?

Look for features like project management, client communication tools, CRM integration, task automation, and reporting capabilities. These help streamline your operations and improve efficiency.

How does marketing agency software improve client communication and collaboration?

Marketing agency software improves client communication by centralizing all interactions in one platform, making it easier to share updates, feedback, and documents. Tools like marketing agency client portals and shared task lists allow both your team and clients to see the project progress in real time, reducing misunderstandings and ensuring everyone is on the same page.

Can marketing agency software integrate with other tools and platforms my agency already uses?

Yes, most marketing agency software is designed to integrate seamlessly with popular tools like CRM systems, email marketing platforms, and project management apps. This integration allows you to streamline your workflow by connecting different parts of your business, reducing the need to switch between multiple platforms.