marketing agency software and tools

52 Marketing Agency Software and Tools for Efficient Workflow and Client Management (2024)

Managing the daily operations of a marketing agency presents a variety of challenges. From client communication to project management, content creation, and performance tracking, agencies require a diverse set of tools to streamline workflows and deliver results. As the industry evolves, the technology that supports these processes continues to advance, providing agencies with smarter ways to work.

Today’s marketing agencies rely on software to automate tasks, enhance collaboration, and optimize digital strategies across multiple channels. This article highlights 52 essential tools that can help agencies boost productivity, manage client relationships more effectively, and scale their operations.

Best Client Portal Software for Marketing Agencies

Client portal software is essential for marketing agencies to manage client communications, share files securely, and streamline project collaboration. The best client portal tools offer a centralized space for agencies to organize tasks, exchange updates, and provide clients with easy access to project information. 

These platforms help agencies improve efficiency and deliver a more seamless client experience.

1. Ahsuite

ahsuite

Ahsuite is a client portal designed for digital agencies to simplify client communication, file sharing, and project management. With a minimalist, customizable interface, it provides clients easy access to all the information they need in one organized space. 

Marketing agencies can use Ahsuite to streamline internal collaboration while maintaining a professional, branded experience for clients.

2. ClientJoy

clientjoy

ClientJoy is a CRM and client portal solution designed to help agencies manage their client relationships from lead to payment. ClientJoy is ideal for marketing agencies that need a single platform to manage client communications, proposals, invoicing, and sales tracking. 

It’s particularly useful for agencies looking to consolidate their tools into one integrated system. This allows agencies to focus more on their work and less on administrative tasks​.

3. FuseBase

fusebase

FuseBase (formerly Nimbus) is a project management and collaboration platform designed for digital agencies and client-facing businesses. Powered by AI technology, it helps agencies manage projects, streamline client communication, and enhance team collaboration in one centralized hub. 

FuseBase’s white-label portals provide a branded experience for clients while giving teams the tools to manage tasks, track progress, and deliver results efficiently.

4. SuiteDash

suitedash

SuiteDash is an all-in-one business management platform offering client portals, project management, CRM, invoicing, and more. SuiteDash is ideal for marketing agencies that want to unify client communications, project management, and invoicing into one platform. 

Its automation features make it especially useful for agencies looking to save time on repetitive tasks like onboarding and follow-ups.

5. Zendesk

zendesk

Zendesk is a customer service and support platform that helps businesses of all sizes improve customer experiences. It offers tools for managing customer inquiries, sales, and support operations, making communication and workflow seamless.

For marketing agencies, Zendesk is ideal for handling high volumes of client and customer inquiries while maintaining clear communication. It’s especially useful for agencies managing support for multiple brands or needing help desk solutions.

Best Project Management & Collaboration Software for Marketing Agencies

Project management and collaboration software helps marketing agencies stay organized, manage tasks, and improve team communication. These tools enable agencies to track project progress, assign responsibilities, and collaborate effectively to deliver successful campaigns.

6. Asana

asana

Asana is a work management and project collaboration platform that helps teams organize, manage, and track their tasks and projects. With customizable workflows, automation tools, and powerful reporting features, Asana simplifies project management for marketing agencies, ensuring every team stays on track and aligned with company-wide goals.

Asana helps teams stay organized and ensures alignment between departments, improving overall productivity for marketing agencies.

7. Trello

trello

Trello is a flexible project management tool that uses boards, lists, and cards to help teams manage tasks and workflows visually. It’s intuitive and makes it easy to organize projects and track progress.

For marketing agencies, Trello’s customizable boards adapt to any workflow, making it ideal for managing everything from daily tasks to large campaigns. Its visual interface works well for both small teams and larger agencies handling complex projects.

8. ClickUp

clickup

ClickUp is an all-in-one platform that helps marketing agencies manage tasks, automate workflows, and collaborate efficiently. With customizable tools, it adapts to both small projects and large-scale campaigns, making it a versatile solution for agencies.

ClickUp consolidates task management, goal tracking, and team collaboration into one platform. It’s particularly useful for handling complex campaigns across multiple departments, keeping everything organized in one place.

9. Mosaic

mosaic

Mosaic is an AI-powered resource management platform designed to help teams plan, manage, and optimize their workforce efficiently. By providing real-time visibility into resource allocation, workload balancing, and project profitability, Mosaic helps marketing agencies streamline operations and boost profitability.

Its intuitive interface allows teams to plan projects, forecast resources, and track progress with minimal effort.

10. Monday.com

monday.com

Monday.com is a work management platform designed to help teams plan, organize, and track their work in one place. Its customizable workflows, automation tools, and real-time dashboards make it ideal for marketing agencies managing multiple projects, campaigns, and resources.

The platform offers a variety of views, such as Kanban and Gantt charts, to help visualize tasks and goals, and it integrates with popular tools like Slack, Google Drive, and HubSpot.

11. Slack

slack

Slack is a communication platform that helps marketing agencies organize conversations into channels, making it easier to manage projects, brainstorm, and collaborate efficiently. It centralizes people, tools, and data, enabling quick responses and streamlined workflows.

With integrations to over 2,600 apps, Slack brings communication, files, and tools together in one place. Marketing agencies can use it to organize campaigns, improve collaboration, and maintain timely communication with both internal teams and external partners.

Best Automation Software for Marketing Agencies

Automation software helps marketing agencies save time and boost efficiency by automating repetitive tasks like email marketing, lead generation, and social media posting. 

These tools allow agencies to simplify workflows, reduce manual effort, and focus more on strategy and creative work. By automating key processes, agencies can scale operations and deliver results more effectively.

12. Zapier

zapier

Zapier is an automation platform that connects and automates workflows across 7,000+ apps. It helps marketing agencies automate routine tasks, streamline lead management, and improve overall efficiency—all without needing any coding, making it accessible to all team members.

By reducing manual work across apps, Zapier allows teams to focus on more strategic activities. It’s especially useful for automating lead generation, client communication, and campaign reporting.

13. Act-On

act on

Act-On is a multichannel marketing automation platform designed to help marketers create, manage, and measure campaigns across various channels. It offers marketing agencies tools to drive growth and enhance customer engagement through personalized customer journeys. With capabilities for email, SMS, social media, and CRM integrations,

Act-On provides a comprehensive solution for automating marketing workflows and improving customer retention​​.

14. Ortto

ortto

Ortto is a comprehensive marketing automation and customer data platform (CDP) designed to help businesses create, manage, and optimize marketing campaigns. The platform combines marketing automation, customer data integration, and analytics to deliver personalized customer journeys at scale.

Ortto enables marketing agencies to drive growth by unifying customer data, automating marketing actions, and providing detailed analytics for informed decision-making​​.

Best Social Media Management Software for Marketing Agencies

Social media management software helps marketing agencies plan, schedule, and monitor social media campaigns across multiple platforms. These tools enable agencies to manage content, track engagement, and analyze performance, ensuring they stay on top of social trends and client needs.

By using social media management software, agencies can improve efficiency and drive better results for their clients.

15. Hootsuite

hootsuite

Hootsuite is a social media management platform that helps marketing agencies manage multiple accounts, streamline content creation, and track engagement from one dashboard. It offers tools for scheduling posts, monitoring activity, and generating reports, saving time and improving results for clients.

Hootsuite brings together scheduling, analytics, and communication tools into one platform, making social media management easier for agencies.

16. Sprout Social

sprout social

Sprout Social is an all-in-one social media management platform designed to help agencies manage multiple clients, publish content, engage with followers, and measure performance.

It combines powerful tools for scheduling, analytics, and social listening, enabling agencies to deliver measurable results while improving client relationships​​.

17. PromoRepublic

promo republic

PromoRepublic is a social media management platform that helps agencies manage multiple client accounts, create content, and streamline their marketing efforts. It offers tools for scheduling, content creation, monitoring, and analytics, all in one dashboard.

PromoRepublic supports both organic and paid social media campaigns, making it scalable for agencies with many clients. Its combination of scheduling, content creation, and analytics helps agencies save time, while its white-label and collaboration features provide a branded experience for clients.

18. Later

later

Later is a social media management platform designed to help agencies manage content creation, scheduling, and publishing across platforms like Instagram, TikTok, Facebook, and Pinterest. It’s ideal for agencies handling multiple client accounts, focusing on ease of use to plan, organize, and automate social media tasks.

Later allows marketing agencies to efficiently manage social media by automating tasks and offering powerful content creation and analytics tools. Its user-friendly design and collaboration features make it a top choice for agencies.

19. Sendible

sendible

Sendible is a social media management platform built for agencies to manage client accounts, create content, and simplify social media workflows. It offers a centralized dashboard for scheduling, posting, and collaborating on campaigns. The platform also provides analytics to measure campaign performance and white-label options, allowing agencies to deliver a branded experience to clients.

20. Planable

planable

Planable is a social media collaboration platform that simplifies content creation, planning, approval, and publishing for agencies. With its visual, intuitive interface, agencies can work with clients in real-time to quickly approve and publish content. It’s designed to handle large-scale workflows, making it ideal for agencies managing multiple brands.

Planable speeds up collaboration with clients, reducing the back-and-forth during content approvals, which is especially useful for agencies handling high content volumes and multiple accounts.

21. Buffer

buffer

Buffer is a social media management platform designed to help marketing agencies create, schedule, and publish content across multiple platforms. With tools for content creation, scheduling, and analytics, Buffer simplifies social media workflows. It also offers collaboration features, making it easy for teams to manage social media efforts efficiently​​.

Best Email Marketing Software for Marketing Agencies

Email marketing software allows marketing agencies to create, send, and analyze email campaigns efficiently. These tools help agencies design engaging emails, segment audiences, and track key metrics like open rates and conversions. 

With the right email marketing software, agencies can improve client engagement and deliver more targeted campaigns.

22. Mailchimp

mailchimp

Mailchimp is a leading email marketing and automation platform that helps businesses grow by engaging customers with targeted email campaigns. With tools for email creation, automation, segmentation, and analytics, it enables marketing agencies to deliver personalized campaigns that boost engagement and conversions. 

Mailchimp also offers AI-powered features and integrates with over 300 apps to streamline workflows.

23. ActiveCampaign

activecampaign

ActiveCampaign is an email marketing, automation, and CRM platform that helps agencies create and manage personalized customer experiences. It offers automation tools for email campaigns, customer journeys, and sales engagement.

With AI-powered features, ActiveCampaign enables agencies to streamline workflows, personalize communications, and analyze performance, making it easier to grow their clients’ businesses.

24. Klaviyo

klaviyo

Klaviyo is a marketing automation platform that helps businesses engage customers through email, SMS, and other channels. Designed for scalability, it combines automation with customer data to create personalized experiences at scale. 

Marketing agencies can use Klaviyo to enhance client relationships and boost revenue through targeted email campaigns, SMS marketing, and data-driven strategies​​.

25. Drip

drip

Drip is a marketing automation platform that helps ecommerce brands engage customers through personalized email marketing. With automation, segmentation, and analytics tools, it allows agencies to deliver highly targeted email campaigns. 

Drip’s user-friendly interface, including a drag-and-drop workflow builder, makes it easy to create complex automations and track performance.

26. MailerLite

mailerlite

MailerLite is an email marketing platform designed to help businesses create, automate, and analyze email campaigns. It provides marketing agencies with intuitive tools for building personalized email workflows, landing pages, and websites.

With its drag-and-drop editor and robust automation capabilities, MailerLite allows agencies to create engaging email campaigns efficiently, helping clients grow their audience and drive conversions​​​.

Best Graphic Design Software for Marketing Agencies

Graphic design software is essential for marketing agencies to create eye-catching visuals for campaigns, branding, and social media. These tools allow agencies to design everything from logos to advertisements, ensuring their creative output meets client expectations. 

With the right graphic design software, agencies can produce professional-quality designs that elevate their marketing efforts.

27. Canva

canva

Canva is a visual design platform that helps teams create and collaborate on marketing content with ease. It provides marketing agencies with tools for designing everything from social media posts to presentations, all while ensuring brand consistency. 

With features like a drag-and-drop editor, customizable templates, and real-time collaboration, Canva makes it simple to create professional marketing materials quickly and efficiently​ .

28. Adobe Express

adobe express

Adobe Express is an all-in-one design tool that helps marketing agencies quickly create high-quality visuals, videos, and social media content. With drag-and-drop functionality, customizable templates, and AI-powered tools, it makes producing standout content easy across multiple platforms.

The platform supports the creation of flyers, logos, banners, videos, and more, making it a versatile solution for various marketing needs. Its AI features and collaboration tools make it ideal for fast-paced marketing teams.

29. 99designs

99designs

99designs is a global marketplace that connects clients with a community of talented graphic designers. The platform allows businesses, including marketing agencies, to source custom design work such as logos, websites, and marketing materials through design contests or direct collaboration.

Agencies can post a brief, receive design submissions, and select the design that best fits their needs. With a wide range of design categories, 99designs is ideal for agencies looking for high-quality, custom design solutions​​.

30. Figma

figma

Figma is a web-based design tool that allows teams to collaborate in real time on product design, wireframing, and prototyping. It helps marketing agencies streamline the design process by bringing designers, developers, and stakeholders together in one shared file.

With its intuitive interface, AI-powered features, and integrations, Figma is perfect for teams that need to quickly iterate and maintain design consistency across projects.

31. Gimp

GIMP is a free, open-source image editing software offering a wide range of tools for photo retouching, graphic design, and image composition. Available on Windows, macOS, and Linux, it’s a flexible, customizable alternative to professional-grade software. 

GIMP’s plugin support and cross-platform functionality make it ideal for marketing agencies needing a cost-effective solution for creating graphics, editing photos, or designing digital content.

Best CRM Software for Marketing Agencies

CRM software helps marketing agencies manage client relationships, track interactions, and organize sales pipelines. These tools enable agencies to nurture leads, automate follow-ups, and maintain a clear overview of client communication. By using CRM software, agencies can improve client management and boost overall business performance.

32. HubSpot

hubspot crm

HubSpot is an all-in-one CRM platform designed to bring together marketing, sales, service, and operations on a unified, AI-powered platform. It helps marketing agencies automate processes, improve customer relationships, and grow their business with tools for marketing automation, sales management, and customer support. 

HubSpot’s suite of products integrates seamlessly, making it ideal for agencies that want to manage everything from lead generation to customer retention in one place​​.

33. Salesforce

salesforce crm

Salesforce is a leading CRM platform that helps businesses manage sales, marketing, and customer interactions. For marketing agencies, Marketing Cloud offers tools for automating campaigns, personalizing customer journeys, and tracking performance with AI-driven insights. It integrates with multiple apps and allows for real-time collaboration, making it ideal for managing complex, multi-channel campaigns.

With features like customer data management, cross-channel marketing, and AI-powered personalization, Marketing Cloud helps agencies deliver more targeted campaigns and boost ROI through data-driven marketing strategies.

34. Pipedrive

pipedrive crm

Pipedrive is a CRM platform built to help businesses manage leads, track deals, and automate sales processes. For marketing agencies, Pipedrive provides an easy-to-use interface for managing client relationships, organizing deals, and automating follow-ups. Its customizable pipelines allow agencies to track client progress efficiently and ensure no opportunities are missed​​.

35. Keap

keap crm

Keap is an all-in-one CRM and marketing automation platform that helps agencies streamline operations and grow their client base. With tools for automated follow-ups, email marketing, and lead management, Keap automates repetitive tasks so agencies can focus on client relationships. It also integrates sales, marketing, and payment features, making it easy to manage everything from lead generation to invoicing within one platform.

36. Pipeline

pipeline crm

Pipeline CRM is a user-friendly platform that helps sales teams manage their entire sales process, from lead generation to deal closure. Its easy setup, customization options, and automation tools make it an excellent choice for marketing agencies that need to efficiently manage client relationships and sales pipelines.

By simplifying sales pipeline management with features like visibility, collaboration, and automation, Pipeline CRM allows marketing agencies to focus less on administrative tasks and more on client acquisition, strategy, and campaign execution.

Best Storage & File Sharing Software for Marketing Agencies

Storage and file sharing software allows marketing agencies to securely store, organize, and share files with clients and team members. These tools help agencies manage large volumes of creative assets and collaborate on projects in real time. With the right storage solution, agencies can ensure efficient access to important files while keeping them secure.

37. Dropbox

dropbox

Dropbox is a cloud storage and collaboration platform that helps marketing agencies organize files, collaborate in real-time, and streamline workflows. It offers seamless file access across devices and integrates with popular tools like Slack, Adobe, and Google Workspace.

Trusted by over 575,000 teams, Dropbox simplifies file management, boosts creative collaboration, and ensures content security. With its integrations and easy-to-use tools, agencies can reduce admin work and focus on delivering creative results.

38. Google Drive

google drive

Google Drive is a cloud storage platform that lets marketing agencies securely store, share, and collaborate on files from any device. It integrates smoothly with Google Workspace apps like Docs, Sheets, and Slides, making real-time collaboration easy for teams.

With encryption and malware protection built-in, Google Drive provides a secure and efficient file management solution for agencies.

39. OneDrive

microsoft onedrive

OneDrive is Microsoft’s cloud storage platform designed to help users store, share, and access files securely across devices. It offers marketing agencies an efficient way to back up files, collaborate in real time, and manage content.

With seamless integration into Microsoft 365 apps, OneDrive ensures that teams can work together smoothly, with automatic syncing and offline access to files​.

40. Box

box

Box is a content management platform that allows marketing agencies to securely store, manage, and collaborate on files. It centralizes content and integrates with tools like Slack and Google Workspace to streamline workflows and reduce administrative tasks.

Key features include Box Notes for real-time collaboration and Box Canvas for brainstorming. With Box Relay, agencies can automate approval workflows and track tasks to ensure smooth project management. Box also offers enterprise-grade security with encryption and data loss prevention, protecting sensitive client information and creative assets.

Best SEO Software for Marketing Agencies

SEO software helps marketing agencies improve their clients’ search engine rankings and drive organic traffic. These tools offer features like keyword research, site audits, and backlink analysis to optimize websites and track performance. With the right SEO software, agencies can create effective strategies that boost visibility and deliver measurable results.

41. Ahrefs

ahrefs

Ahrefs is an all-in-one SEO tool that helps marketing agencies improve search rankings and drive organic traffic. With features like site audits, backlink analysis, and keyword tracking, Ahrefs allows agencies to analyze competitors, optimize website performance, and refine SEO strategies.

It offers data-driven insights, making it ideal for agencies looking to gain a competitive edge, enhance content, and track SEO progress.

42. SEMRush

semrush

SEMrush is an online visibility and content marketing platform that helps businesses improve their SEO, PPC, content marketing, and social media strategies. For marketing agencies, SEMrush offers tools to monitor competitors, track keyword performance, and optimize content. It’s a powerful solution for boosting digital visibility and improving overall marketing results.

43. SERankings

serankings

SE Ranking is a comprehensive SEO platform designed to simplify SEO for marketing agencies. It offers tools like keyword tracking, competitive analysis, and backlink monitoring to help streamline SEO efforts. With AI-powered insights, SE Ranking provides precise data to improve search rankings, optimize content, and boost digital marketing strategies.

It’s an all-in-one solution for agencies looking to integrate keyword research, content optimization, and competitor analysis in an easy-to-use platform.

44. Screaming Frog

screaming frog

Screaming Frog is a powerful SEO tool that helps marketing agencies optimize client websites by identifying technical issues like broken links, duplicate content, and site structure problems. For agencies, this means quicker, more efficient site audits that uncover opportunities to improve search rankings and boost site performance. 

With features like structured data validation, integration with Google Analytics, and JavaScript rendering, agencies can deliver better SEO results for their clients while saving time on technical audits.

45. Google Analytics 4

Google Analytics 4 (GA4) is the latest version of Google’s analytics platform, built to help marketing agencies gain deeper insights into customer behavior across websites and apps. With machine learning and a privacy-focused design, GA4 allows agencies to track key metrics, optimize campaigns, and adapt to new data privacy regulations. 

Its predictive insights and cross-platform tracking help agencies create more effective marketing strategies and understand customer behavior better.

46. Google Search Console

Google Search Console is a free tool that helps marketing agencies monitor and improve website performance on Google Search. It allows agencies to track key metrics like site traffic, search rankings, and click-through rates. With features like Search Analytics and URL Inspection, agencies can identify technical issues, optimize content, and improve visibility in search results. 

Google Search Console is a must-have tool for agencies looking to enhance SEO efforts, fix site errors, and ensure that their clients’ websites are performing at their best.

47. Moz

moz

Moz is an SEO tool designed to help marketing agencies improve search rankings and drive traffic. It offers keyword research, site audits, and competitor analysis, providing insights to refine SEO strategies and boost visibility. Moz’s easy-to-use tools make it ideal for optimizing content and tracking performance.

Best Content Creation Tools for Marketing Agencies

Content creation tools enable marketing agencies to develop high-quality materials for blogs, social media, and digital campaigns. These tools support agencies in crafting engaging visuals, written content, and multimedia assets that capture audience attention. 

Agencies can produce impactful content that drives client success with the right content creation tools.

48. Grammarly

grammarly

Grammarly is an AI-powered writing assistant that offers real-time suggestions for grammar, clarity, tone, and style. It helps marketing agencies deliver polished content across emails, documents, and more. 

Grammarly integrates with tools like Google Docs, Microsoft Word, and Slack, making it easy to maintain consistent and professional communication. It’s ideal for improving internal and external messaging while ensuring accuracy.

49. ChatGPT

ChatGPT is an AI-powered tool that helps marketing agencies with tasks like content generation, problem-solving, and brainstorming. It assists in writing emails, creating marketing copy, and analyzing data, making it a versatile asset for agency workflows. 

By integrating into existing processes, ChatGPT boosts productivity and streamlines content creation. Its AI-driven insights also help develop creative ideas and improve digital marketing strategies. This makes it an ideal tool for automating tasks and enhancing efficiency.

50. Hemingway Editor

Hemingway Editor is a writing tool that makes content clear and concise by highlighting complex sentences, passive voice, and hard-to-read sections. It helps marketing agencies refine their writing for better readability and impact. 

The tool also provides a readability score to ensure content is easy to understand. By simplifying language and improving style, Hemingway Editor ensures marketing messages are clear and effective for any audience.

51. Anyword

anyword

Anyword is an AI-powered copywriting tool that helps marketing agencies create high-performing content. It generates optimized emails, ads, and other materials using data-driven insights and predictive performance scores.

Anyword streamlines content creation, ensuring messaging resonates with the target audience. It helps agencies save time, boost conversion rates, and create data-backed messaging that drives engagement.

52. CopyAI

copy ai

CopyAI is an AI-powered platform that helps marketing agencies automate content creation across channels like emails, ads, blogs, and social media. It uses data-driven insights to improve messaging and streamline workflows, enabling agencies to produce high-quality content faster. 

CopyAI also helps agencies save time, maintain brand voice consistency, and deliver high-performing marketing content across multiple platforms.

Summary

Marketing agencies rely on a wide range of tools to manage client relationships, streamline workflows, and optimize performance. From project management to content creation and data analysis, the 52 tools discussed provide valuable solutions for agencies looking to improve efficiency and results. 

As the founder of Ahsuite, I know firsthand how crucial the right tools are for success. I personally handle customer service, and I’m available for a live demo or to help you set up a free account. With Ahsuite, you can simplify your client management and take your agency’s workflows to the next level.

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