21 best agency software options for success in 2025

With 95% of agency workers reporting they work overtime, according to our Agency Overworking Report, finding the right software to streamline operations and reduce manual admin has never been more critical.

With an overwhelming amount of software on the market, I’ve grouped 21 of the best agency software solutions into three core categories (and one bonus category).

1. Agency management software (internal operations software that keeps the agency running efficiently)
2. Agency client management software (the software that enhances agency-client partnerships)
3. Digital marketing software for agencies (the creative and technical marketing software that leads to impactful deliverables)

Plus: Nice-to-have agency software (more niche options for your software stack, to support specific needs as an agency grows)

In this guide I’ll cover quick software picks, include a features deep dive for the three core categories above, and answer your most common questions. You’ll find the right software for your agency, so you can stay focused on delivering award-winning work.

The best agency software at a glance

If you just want the highlights, here’s a quick list of the best agency software across all categories.

1. Best agency time tracking, project, and resource management software: Resource Guru 👉 schedule teams, avoid clashes, and track time across client projects in one place

2. Best project campaign management software: Asana 👉 organize client campaigns, tasks, and deadlines in one shared workspace

3. Best timesheets with invoicing software: Harvest 👉 generate accurate project forecasts and client-ready invoices

4. Best software for workflow automation and process management: Zapier 👉 connect 8,000 apps and automate repetitive tasks with custom no-code workflows

5. Best software for staffing, recruiting, and onboarding: Workable 👉 post agency roles to 200+ job sites, track applicants, and manage the full hiring pipeline

6. Best agency accounting and billing software: FreshBooks 👉 send client invoices and track expenses with a simple accounting solution

7. Best CRM software for contact and deal management: HubSpot 👉 manage client contacts, track pipelines, and nurture relationships in one system

8. Best agency reporting software: AgencyAnalytics 👉 automate client reporting and build branded reports pulling data from 75+ marketing platforms

9. Best SEO software for agencies: Moz 👉 research keywords, audit sites, and track rankings with an all-in-one SEO suite

10. Best software for reputation management and social listening: Mention 👉 monitor client and agency brand mentions across news, social, and forums with sentiment analysis

11. Best social media management software for agencies: Sprout Social 👉 schedule, publish, and analyze multi-channel social campaigns

12. Best email marketing software for agencies: Mailchimp 👉 build campaigns, automate customer journeys, and report on performance

13. Best AI software for agencies: Gemini 👉 help with content creation, reporting, and brainstorming

14. Best agency payroll software: Gusto 👉 streamline payroll, tax filing, and compliance

15. Best agency collaboration software: Slack 👉 enhance communication, brainstorming, and remote teamwork

16. Best agency call tracking software: CallRail 👉 attribute inbound calls to campaigns, prove ROI, and access built-in call tracking features

17. Best influencer marketing software for agencies: Upfluence 👉 connect brands with relevant creators

18. Best agency budgeting and financial software: Fathom 👉 support forecasting and cash flow management

19. Best project margin software for agencies: Productive 👉 calculate project-level profitability and forecast margins, helping agencies stay on top of costs and revenue when this isn’t built into existing PM or finance software

20. Best agency insurance and compliance software: TrustLayer 👉 automate insurance and compliance tracking, manage certificates of insurance, renewals, and coverage across vendors and contractors

21. White-label agency software add-ons: ReportGarden 👉 brand reports and dashboards with your agency’s logo and colors, improving presentation and client experience

Next, I’ll dive into some more feature details, broken down by category.

Best agency management software

Your business can’t deliver great client work if your agency operations are in chaos. That’s where agency management software (sometimes called agency operations software) comes in. This list of software covers my top picks for everything from agency project management and resource management to time tracking, agency workflow automation, and accounting.

Resource Guru ➡️ Best agency time tracking, project and resource management software

This software is great for agencies that need an approachable and scalable solution to planning, scheduling, managing, and tracking people, projects, and equipment—avoiding overbooking while maximizing utilization.

Key agency-ready features:

• Capacity planning and resource scheduling across people, meeting rooms, and equipment—faster and clearer than spreadsheets
  
• Clash management with conflict warnings, tentative bookings, and waiting lists, so you avoid overbooking and missed deadlines
• Heatmaps show availability, demand, and utilization rates so you can maximize billable hours, plan ahead, and make informed hiring or freelance decisions
  
• Built-in timesheets connect directly to schedules, making time tracking across multiple clients and projects seamless and accurate
  
• Leave management is built in, giving you a full picture of team availability and allowing you to plan ahead for things like new business pitches
  
• Flexible filters and custom fields let you tailor schedules to your agency’s workflows, while dashboards give you a clear overview to manage daily activity and waiting lists
  
• Seamless integrations with calendars and project tools to fit smoothly into your existing workflows and keep projects running successfully

According to our Agency Overworking Report, 38% of agencies still rely on spreadsheets to manage resources rather than a purpose-built tool. Doing so risks inefficiency, and issues such as overallocation, scheduling conflicts, and limited visibility across projects.

Trusted by agencies worldwide, from Ogilvy to M&C Saatchi, Resource Guru helps teams stay profitable by maximizing billable time and forecasting demand.

Asana ➡️ Best project campaign management software

This software can be used by agencies that want a flexible, multi-view hub for planning and tracking projects/campaigns. It offers templates, task management, automation, and clear cross-team visibility/reporting.

Key agency-ready features:

• Multiple project views (List, Board/Kanban, Calendar, Timeline/Gantt) to plan work and monitor progress at a glance
• Automation with Rules and Workflow Builder to cut busywork and standardize intake/hand-offs
• Proofing and Approvals to capture actionable creative feedback and track sign-offs
• Portfolios and Workload for multi-project health, capacity planning, and resource balance
  
• Creative-friendly integrations, including an Adobe Creative Cloud panel, plus Slack, Google Workspace, and Microsoft Teams
  

Harvest ➡️ Best timesheets with invoicing software

This software can be utilized by agency teams for intuitive time tracking paired with automated invoicing/payments, capacity reports, and workflow integrations.

Key agency-ready features:

• 1-click time tracking via desktop, browser, or mobile—with gentle reminders to keep entries consistent
  
• Flexible invoicing and payments to convert tracked time and expenses into invoices instantly. Supports Stripe, PayPal, and syncing with QuickBooks or Xero
  
• Budget monitoring and visual capacity reports with alerts for when project budgets are nearly spent, plus insights on team capacity and time allocation
  
• Custom reporting to create detailed, shareable reports on billable hours, project costs, and profitability
• Seamless integrations so you can connect with popular project management and communication software

Zapier ➡️ Best software for workflow automation and process management

For agencies looking for integrations, and teams that need to automate repetitive tasks/workflows, reducing manual busywork.

Key agency-ready features:

• Large integration library where you can connect to over 8,000 apps to centralize workflows, including apps like Salesforce, Shopify and PayPal
• Multi-step Zaps with conditional logic allows you to automate complex sequences
• Task-based pricing so you can track usage based on tasks executed
• AI options and workflow design including AI automation, Tables (a no‑code database), Interfaces (used to build internal tools), and Canvas flowcharting
• Collaboration made easy with shared workspaces and app connections for smooth teamwork, allowing agency members to build, manage, and monitor automations collectively
• Advanced admin controls with role-based permissions and admin dashboards to give agencies control over user access and automation ownership

Workable ➡️ Best software for staffing, recruiting, and onboarding

Use Workable for a full hiring platform that covers everything in your hiring pipeline from sourcing and tracking to onboarding. It combines recruiting and HR functions with strong AI and workflow automation.

 

Key agency-ready features:

• Job board distribution allows you to post to over 200+ job boards and access AI sourcing to surface relevant candidates (supports multiple countries)
• Applicant tracking and screening includes AI-powered resume parsing, self-scheduling interviews, scorecards, interview kits, and offer letters
• Onboarding and HR functionality with custom workflows, employee profiles, time-off management, and e-signatures to streamline HR handover
• Shared hiring workflows and analytics include collaborative pipelines, mobile app access, and key metrics like time-to-hire and candidate performance dashboards
• AI inclusion and global support: Built-in AI recruiting assistants, chat support with fast response times, and global presence across 30,000+ companies
• Integrations with key agency tools, payroll systems, calendar apps, Slack for team communication, and 70+ recruiting and HR options

FreshBooks ➡️ Best agency accounting and billing software

Agencies can explore FreshBooks for reliable accounting software to manage invoicing, expenses, and billable time without relying on spreadsheets.

 

Key agency-ready features:

• Automated invoicing and recurring billing allows you to schedule invoices, set reminders, and apply late fees to encourage speedy collections
• Built-in time tracking so you can link tracked hours directly to invoices for accurate client billing
  
• Expense management and receipt capture, to keep all costs organized in one place, ready for reporting or tax season
• Financial dashboards and reports where you can track profitability, profit and loss, and project performance at a glance
• 100+ app integrations for workflow automation—connect with popular options like Stripe, Gusto, or Trello to reduce manual tasks

Best agency client management software

Strong client-agency relationships are the backbone of every agency. Clients hire you for results, but keeping them informed and confident is what turns good work into lasting partnerships. And, relationship building starts from the first moment you engage with a prospect during a pitching process, through to onboarding them, and then executing everyday work. 

Agency client management software helps you stay organized, transparent, and connected to strengthen communication, build trust, win new work, and boost client retention. 

I’ve researched some of the best software options—covering everything from CRM software and contact management to reporting software and client portals.

HubSpot ➡️ Best CRM software for contact and deal management

This is a good option for agencies that want powerful, frictionless CRM software for managing contacts, lead and client tracking, plus scalable features as teams and needs grow.

Key agency-ready features:

• Marketing automation and communication solutions offering email sequencing, chatbots, live chat, deal tracking and pipelines, and workflow building
• Custom reporting and dashboards for insight-driven client and sales transparency
• Extensive integration ecosystem with hub-based APIs and over 1,000 app integrations including Zapier, Gmail, and Outlook
• AI-powered Breeze Agents to automate and accelerate customer support, lead qualification, meeting booking, and sales pipeline growth
• Centralized shared inbox that unifies client communications from email, chat, and social channels in one place with assistance from AI-powered chatbots
• Unified CRM with scalable hubs (enhance the free platform with Sales, Marketing, or Service Hubs as you grow)
• Multi-account management lets you easily switch and manage multiple client accounts and workflows within a single platform

AgencyAnalytics ➡️ Best agency reporting software

Ideal for agencies that want to centralize data across marketing platforms and deliver polished, branded reporting with minimal effort.

Key agency-ready features:

• 80+ native integrations spanning SEO, PPC, social, email, analytics, and call tracking (no coding required) makes it easy to consolidate client data in one place
• Automated reporting and dashboards that can be scheduled, branded, and delivered without manual effort. Ideal for client visibility (with goal tracking too)
• White-label customization with agency branding and personalized domain options help you deliver a seamless, professional experience for clients
• AI-powered insights (“Ask AI”), trend forecasting, anomaly detection, and benchmarks to help agencies uncover performance patterns and deliver clearer, data-driven recommendations to clients
• Client portals and user access control where clients can view real-time dashboards, branded reports, and track performance securely
  

Best digital marketing software for agencies

Your internal systems keep projects moving, but it’s your marketing and advertising software that power the work clients see. That’s where digital marketing software for agencies comes in, as the technical and creative engine of your business. This software will help you plan campaigns, conduct research, execute ideas, and deliver measurable outcomes across every digital channel. 

Here’s my shortlist of best software solutions for digital marketing and advertising, broken down by category.

Moz ➡️ Best SEO software for agencies

Moz is ideal for agencies that need a reliable all-in-one SEO platform covering keyword research, site audits, backlink analysis, and rank tracking.

Key agency-ready features:

• Keyword Explorer lets you identify profitable keywords, with metrics like search volume and difficulty scores, to guide client SEO campaigns
• Technical site audits include automated crawls to detect technical issues such as broken links, missing metadata, duplicate content, and speed problems
• Rank tracking to monitor desktop and mobile performance across multiple search engines and locations to show clients’ progress
• Link Explorer allows you to analyze backlink profiles, uncover competitor link opportunities, and monitor domain authority changes over time
• Custom reports enable agency teams to build client-ready SEO performance reports that combine ranking, traffic, and technical insights in one branded format
• Integrations that connect Moz with Google Analytics and Google Search Console, to enrich reports and give clients a unified SEO picture
• AI-powered insights like search intent and domain snapshots help refine keyword strategy and prioritize SEO actions more effectively
• Multi-client management means you can manage multiple sites and users efficiently with scalable plans designed for agency workflows

Mention ➡️ Best software for reputation management and social listening

For agencies that want to monitor brand sentiment and media coverage, manage client reputation, and react quickly to social mentions or emerging issues.

Key agency-ready features:

• Real-time monitoring across 1B+ sources, including social media, blogs, forums, news sites (ideal for both crisis alerts and daily tracking)
• Sentiment analysis and keyword filtering to gauge the tone behind mentions and flag priority issues
• Content publishing features to respond to or schedule social media posts directly from the platform, making it a workflow and reputation hub
• Custom alerts and dashboards where you can set notifications for high-impact mentions, compile reports, and stay informed without manual checking
• Influencer tracking and competitive benchmarking allows agencies to identify influential accounts and keep an eye on peer mentions for strategic response

Sprout Social ➡️ Best social media management software for agencies

This software is good for teams that need a unified social media management platform to plan, schedule, publish, engage, analyze, and report across multiple social channels (with team collaboration baked in).

Key agency-ready features:

• Smart scheduling and content calendar recommends optimal posting times and visualizes your strategy in a drag-and-drop planner
• Unified Smart Inbox and tagging workflows where you can manage messages from all social platforms in one place; assign, tag, and route conversations across your team
• Robust reporting and analytics capabilities gives you all-encompassing metrics across profiles, engagement, trends, and team response times (with exportable, client-ready reports)
• Social listening and AI assistance to monitor keywords, sentiment, and brand mentions. You can even receive content or engagement suggestions powered by AI
• Collaborative and custom workflows with built-in approval processes and team assignments to help keep client-facing content streamlined and error-free

Mailchimp ➡️ Best email marketing software for agencies

A popular agency software option for creative, data-driven email marketing campaigns, automation flows, and audience segmentation.

 

Key agency-ready features:

• Drag-and-drop email builder and templates where you can design beautiful, branded emails quickly without needing a designer
• Advanced automation for building customer journeys, abandoned cart flows, and triggers to drive engagement
• Behavioral targeting and predictive segmentation, if you’re looking to deliver personalized email experiences based on customer actions
• Campaign analytics and comparative reporting to track opens, clicks, and performance over time, and compare different client campaigns to guide strategy
• SMS and transactional email support (add-ons) to extend outreach beyond email when needed
• Dashboard to manage multiple client accounts easily from one centralized place, without needing shared logins or passwords

FAQs about agency software

What is agency software?

Agency software refers to digital software that agencies use to manage operations, work with clients, and deliver work. Agency software includes agency project management software, resource management, time tracking, accounting, reporting, CRM systems, and marketing software. Agencies use this software to streamline tasks such as allocating resources effectively, automating admin, performance reporting, and tracking profitability. 

What are the benefits of agency software?

The benefits of agency software are wide and varied. Whether it’s all-in-one agency software or specialist software, with the right tools, agency teams can:

• Save time
• Make better data-driven decisions
• Improve client relationships and visibility
• Streamline workflows
• Support project collaboration
• Boost agency efficiency
• Ultimately support growth

How do I pick the right agency software?

When picking the right agency software, it’s important to remember that the requirements will vary depending on agency types, sizes, and client needs. For example, a social media agency will need different software to an SEO agency. So, start with your agency’s challenges. That might be resourcing, billing, or client reporting. Prioritize features that solve those issues, then compare usability, integrations, and cost. There’s no universal “best agency software”—choose software that fits your workflows and helps scale client delivery without adding complexity.

What software do agencies use?

Most agencies use a combination of agency management software (e.g., resource scheduling, time tracking, finance), client management software (e.g. CRMs, reporting software, client portals), and digital marketing software (e.g. SEO, social, PPC, email). The exact mix depends on the agency’s size and services offered, but most agencies build a software stack from these core categories.

How much does agency management software cost?

Pricing for agency management software varies widely depending on the type of software, features needed, and number of users. Lightweight project or scheduling software may start around $4–10 per user/month, while full agency management systems with finance and CRM features often cost $20–40 per user/month or more. Many also offer tiered plans, free trials, and discounts for larger teams.

What is the best agency management system?

When it comes to the best agency management system, there’s no one-size-fits-all. Agencies often invest in a project management platform, resource management, and finance software as a bare minimum. But, the “best” agency management software depends on many factors including your agency’s internal processes, services, budget, clients, and team size.

What is the best client management software?

If you’re an agency employee considering client management software, you have a few options. It’s useful to remember that client management software doesn’t just become relevant once you have an established workflow with your client. The best client relationships are ones that have been strong since the beginning. For contact management and sales, CRMs like HubSpot are widely used. For reporting and client communication, software like AgencyAnalytics helps prove value and streamline updates. The best agency client management software is one that centralizes client data, improves communication, and makes your agency look professional.

Build your agency’s success on strong resource management

Across every agency, resource management software is the foundation. Without complete visibility over the entire business, everything else grinds to a halt.

That’s why software like Resource Guru stands out. It’s trusted by thousands of agency teams to streamline scheduling, time tracking, and utilization all in one intuitive platform.

Whether you’re a small creative agency, a specialist marketing agency, or a global ad agency, it helps you avoid overbooking, manage and track project progress effectively, and make smarter decisions about your most valuable resource: your people.