{"id":5501,"date":"2026-01-04T18:21:23","date_gmt":"2026-01-04T18:21:23","guid":{"rendered":"https:\/\/resourceguruapp.com\/blog\/?p=5501"},"modified":"2026-01-05T14:21:13","modified_gmt":"2026-01-05T14:21:13","slug":"agency-software","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software","title":{"rendered":"21 best agency software options for success in 2026"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">With 95% of agency workers reporting they work overtime, according to our<\/span> <a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-overworking-report-2025\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Agency Overworking Report<\/span><\/a><span style=\"font-weight: 400;\">, finding the right software to streamline operations and reduce manual admin has never been more critical.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With an overwhelming amount of software on the market, I\u2019ve grouped 21 <\/span><span style=\"font-weight: 400;\">of the <\/span><span style=\"font-weight: 400;\">best agency software solutions<\/span><span style=\"font-weight: 400;\"> into three core categories (and one bonus category).<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software#Best-agency-management-software\"><span style=\"font-weight: 400;\"><strong>Agency management software<\/strong><\/span><\/a><span style=\"font-weight: 400;\"> (internal operations software that keeps the agency running efficiently)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software#Best-agency-client-management-software\"><strong>Agency client management software<\/strong><\/a><span style=\"font-weight: 400;\"> (the software that enhances agency-client partnerships)<\/span><\/li>\n<li aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software#Best-digital-marketing-software-for-agencies\"><strong>Digital marketing software for agencies<\/strong><\/a><span style=\"font-weight: 400;\"> (the creative and technical marketing software that leads to impactful deliverables)<\/span><\/li>\n<\/ol>\n<p><em><strong>Plus: Nice-to-have agency software<\/strong> (more niche options for your software stack, to support specific needs as an agency grows)<\/em><\/p>\n<p><span style=\"font-weight: 400;\">In this guide, I&#8217;ll cover <a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software#The-best-agency-software-at-a-glance\">quick software picks<\/a>, include a features deep dive for the three core categories above, and answer your most common questions. You&#8217;ll find the right software for your agency, so you can stay focused on delivering award-winning work.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software\/#The-best-agency-software-at-a-glance\" >The best agency software at a glance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software\/#Best-agency-management-software\" >Best agency management software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software\/#Best-agency-client-management-software\" >Best agency client management software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software\/#Best-digital-marketing-software-for-agencies\" >Best digital marketing software for agencies<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software\/#FAQs-about-agency-software\" >FAQs about agency software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software\/#Build-your-agencys-success-on-strong-resource-management\" >Build your agency\u2019s success on strong resource management<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"The-best-agency-software-at-a-glance\"><\/span><span style=\"font-weight: 400;\">The <\/span><span style=\"font-weight: 400;\">best agency software<\/span><span style=\"font-weight: 400;\"> at a glance<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If you just want the highlights, here\u2019s a quick list of the <\/span><span style=\"font-weight: 400;\">best agency software<\/span><span style=\"font-weight: 400;\"> across all categories.<\/span><\/p>\n<p><strong>1. Best agency time tracking, project, and resource management software: <a href=\"https:\/\/resourceguruapp.com\/\" target=\"_blank\" rel=\"noopener\">Resource Guru<\/a><\/strong> \ud83d\udc49 schedule teams, avoid clashes, and track time across client projects in one place <em>(<a href=\"#resource-guru\">read more about Resource Guru<\/a>)<\/em><\/p>\n<p><strong>2. Best campaign management software: <a href=\"https:\/\/asana.com\/\" target=\"_blank\" rel=\"noopener\">Asana<\/a> \ud83d\udc49<\/strong> organize client campaigns, tasks, and deadlines in one shared workspace <em>(<a href=\"#asana\">read more about Asana<\/a>)<\/em><\/p>\n<p><strong>3. Best timesheets with invoicing software: <a href=\"https:\/\/www.getharvest.com\/\" target=\"_blank\" rel=\"noopener\">Harvest<\/a> \ud83d\udc49<\/strong> generate accurate project forecasts and client-ready invoices <em>(<a href=\"#harvest\">read more about Harvest<\/a>)<\/em><\/p>\n<p><strong>4. Best software for workflow automation and process management: <a href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"noopener\">Zapier<\/a> <\/strong>\ud83d\udc49 connect 8,000 apps and automate repetitive tasks with custom no-code workflows <em>(<a href=\"#zapier\">read more about Zapier<\/a>)<\/em><\/p>\n<p><strong>5. Best software for staffing, recruiting, and onboarding: <\/strong><a href=\"https:\/\/www.workable.com\/\" target=\"_blank\" rel=\"noopener\"><strong>Workable<\/strong><\/a> \ud83d\udc49 post agency roles to 200+ job sites, track applicants, and manage the full hiring pipeline <em>(<a href=\"#workable\">read more about Workable<\/a>)<\/em><\/p>\n<p><strong>6. Best agency accounting and billing software: <a href=\"https:\/\/www.freshbooks.com\/\" target=\"_blank\" rel=\"noopener\">FreshBooks<\/a><\/strong> \ud83d\udc49 send client invoices and track expenses with a simple accounting solution <em>(<a href=\"#freshbooks\">read more about FreshBooks<\/a>)<\/em><\/p>\n<p><strong>7. Best CRM software for contact and deal management: <a href=\"https:\/\/www.hubspot.com\/products\/crm\" target=\"_blank\" rel=\"noopener\">HubSpot<\/a><\/strong> \ud83d\udc49 manage client contacts, track pipelines, and nurture relationships in one system<em>(<a href=\"#hubspot\">read more about HubSpot<\/a>)<\/em><\/p>\n<p><strong>8. Best agency reporting software: <a href=\"https:\/\/agencyanalytics.com\/\" target=\"_blank\" rel=\"noopener\">AgencyAnalytics<\/a><\/strong> \ud83d\udc49 automate client reporting and build branded reports pulling data from 75+ marketing platforms <em>(<a href=\"#agencyanalytics\">read more about AgencyAnalytics<\/a>)<\/em><\/p>\n<p><strong>9. Best SEO software for agencies:<\/strong> <a href=\"https:\/\/moz.com\/\" target=\"_blank\" rel=\"noopener\"><strong>Moz<\/strong><\/a> \ud83d\udc49 research keywords, audit sites, and track rankings with an all-in-one SEO suite <em>(<a href=\"#moz\">read more about Moz<\/a>)<\/em><\/p>\n<p><strong>10. Best software for reputation management and social listening: <a href=\"https:\/\/mention.com\/en\/\" target=\"_blank\" rel=\"noopener\">Mention<\/a><\/strong> \ud83d\udc49 monitor client and agency brand mentions across news, social, and forums with sentiment analysis <em>(<a href=\"#mention\">read more about Mention<\/a>)<\/em><\/p>\n<p><strong>11. Best social media management software for agencies: <\/strong><a href=\"https:\/\/sproutsocial.com\/\" target=\"_blank\" rel=\"noopener\"><strong>Sprout Social<\/strong> <\/a>\ud83d\udc49 schedule, publish, and analyze multi-channel social campaigns <em>(<a href=\"#sprout-social\">read more about Sprout Social<\/a>)<\/em><\/p>\n<p><strong>12. Best email marketing software for agencies: <a href=\"https:\/\/mailchimp.com\/\" target=\"_blank\" rel=\"noopener\">Mailchimp<\/a> <\/strong>\ud83d\udc49 build campaigns, automate customer journeys, and report on performance <em>(<a href=\"#mailchimp\">read more about Mailchimp<\/a>)<\/em><\/p>\n<p><strong>13. Best AI software for agencies: <a href=\"https:\/\/gemini.google.com\/app\" target=\"_blank\" rel=\"noopener\">Gemini<\/a><\/strong> \ud83d\udc49 help with content creation, reporting, and brainstorming<\/p>\n<p><strong>14. Best agency payroll software: <a href=\"https:\/\/gusto.com\/\" target=\"_blank\" rel=\"noopener\">Gusto<\/a> <\/strong>\ud83d\udc49 streamline payroll, tax filing, and compliance<br \/>\n<strong><br \/>\n15. Best agency collaboration software: <a href=\"https:\/\/slack.com\/\" target=\"_blank\" rel=\"noopener\">Slack<\/a><a style=\"font-size: 1.125em;\" href=\"https:\/\/slack.com\/\" target=\"_blank\" rel=\"noopener\">\u00a0<\/a><\/strong>\ud83d\udc49 enhance communication, brainstorming, and remote teamwork<\/p>\n<p><strong>16. Best agency call tracking software: <a href=\"https:\/\/www.callrail.com\/\" target=\"_blank\" rel=\"noopener\">CallRail<\/a>\u00a0<\/strong>\ud83d\udc49 attribute inbound calls to campaigns, prove ROI, and access built-in call tracking features<\/p>\n<p><strong>17. Best influencer marketing software for agencies: <\/strong><a href=\"https:\/\/www.upfluence.com\/\" target=\"_blank\" rel=\"noopener\"><strong>Upfluence<\/strong><\/a> \ud83d\udc49 connect brands with relevant creators<\/p>\n<p><strong>18. Best agency budgeting and financial software: <a href=\"https:\/\/www.fathomhq.com\/\" target=\"_blank\" rel=\"noopener\">Fathom<\/a> <\/strong>\ud83d\udc49 support forecasting and cash flow management<br \/>\n<strong><br \/>\n19. Best project margin software for agencies: <a href=\"https:\/\/productive.io\/\" target=\"_blank\" rel=\"noopener\">Productive \ud83d\udc49 <\/a><\/strong><span style=\"font-weight: 400;\">calculate project-level profitability and forecast margins, helping agencies stay on top of costs and revenue when this isn\u2019t built into existing PM or finance software<br \/>\n<\/span><strong><br \/>\n20. Best agency insurance and compliance software: <a href=\"https:\/\/www.trustlayer.io\/\" target=\"_blank\" rel=\"noopener\">TrustLayer<\/a> \ud83d\udc49 <span style=\"font-weight: 400;\">automate insurance and compliance tracking, manage certificates of insurance, renewals, and coverage across vendors and contractors<\/span><\/strong><\/p>\n<p><strong>21. White-label agency software add-ons: <a href=\"https:\/\/reportgarden.com\/\" target=\"_blank\" rel=\"noopener\">ReportGarden<\/a> <\/strong>\ud83d\udc49 brand reports and dashboards with your agency\u2019s logo and colors, improving presentation and client experience<\/p>\n<p><span style=\"font-weight: 400;\">Next, I\u2019ll dive into some more feature details, broken down by category.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Best-agency-management-software\"><\/span><span style=\"font-weight: 400;\">Best agency management software<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Your business can\u2019t deliver great client work if your <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-operations\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">agency operations<\/span><\/a><span style=\"font-weight: 400;\"> are in chaos. <\/span><span style=\"font-weight: 400;\">That\u2019s where <\/span><span style=\"font-weight: 400;\">agency management software<\/span><span style=\"font-weight: 400;\"> (sometimes called agency operations software) comes in. This list of software covers my top picks for everything from <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-project-management\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">agency <\/span><span style=\"font-weight: 400;\">project management<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-resource-guide\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">resource management<\/span><\/a><span style=\"font-weight: 400;\"> to <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/time-management\/resource-management-time-tracking\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">time tracking<\/span><\/a><span style=\"font-weight: 400;\">, <a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-workflow\" target=\"_blank\" rel=\"noopener\">agency workflow<\/a> automation, and accounting.<\/span><\/p>\n<h3><\/h3>\n<h3 id=\"resource-guru\"><strong><a href=\"https:\/\/resourceguruapp.com\/\" target=\"_blank\" rel=\"noopener\">Resource Guru<\/a><\/strong><span style=\"font-weight: 400;\"><strong> \u27a1\ufe0f<\/strong> Best agency <\/span><span style=\"font-weight: 400;\">time tracking, project and resource management<\/span><span style=\"font-weight: 400;\"> software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This software is great for <a href=\"https:\/\/resourceguruapp.com\/industries\/agencies\" target=\"_blank\" rel=\"noopener\">agencies<\/a> that need an approachable and scalable solution to planning, scheduling, managing, and tracking people, projects, and equipment<\/span><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">avoiding overbooking while maximizing utilization.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing<\/b><span style=\"font-weight: 400;\">: <\/span><a href=\"https:\/\/resourceguruapp.com\/pricing\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">$4.16 per person\/month<\/span><\/a><\/p>\n<p><b>Free trial:<\/b> <a href=\"https:\/\/app.resourceguruapp.com\/signup\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">30 days<\/span><\/a><\/p>\n<p><b>G2 rating: <\/b><a href=\"https:\/\/www.g2.com\/products\/resource-guru\/reviews\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">4.6\/5\u00a0<\/span><\/a><\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3370 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/resource-guru-team-schedule-943x589.png\" alt=\"Agency software Resource Guru\" width=\"943\" height=\"589\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/resource-guru-team-schedule-943x589.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/resource-guru-team-schedule-1042x651.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/resource-guru-team-schedule-1536x960.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/resource-guru-team-schedule.png 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/06\/resource-guru-team-schedule-943x589@2x.png.webp 1886w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/features\/capacity-planning-software\" target=\"_blank\" rel=\"noopener\"><b>Capacity planning<\/b><\/a><b> and <\/b><a href=\"https:\/\/resourceguruapp.com\/features\/resource-scheduling-software\" target=\"_blank\" rel=\"noopener\"><b>resource scheduling<\/b><\/a><span style=\"font-weight: 400;\"> across people, <\/span><a href=\"https:\/\/resourceguruapp.com\/features\/meeting-room-booking-system\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">meeting rooms<\/span><\/a><span style=\"font-weight: 400;\">, and <\/span><a href=\"https:\/\/resourceguruapp.com\/features\/equipment-management-software\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">equipment<\/span><\/a><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">faster and clearer than spreadsheets<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/1955778\" target=\"_blank\" rel=\"noopener\"><b>Clash management<\/b><\/a><span style=\"font-weight: 400;\"> with conflict warnings, tentative bookings, and waiting lists, so you avoid overbooking and missed deadlines<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/3381954\" target=\"_blank\" rel=\"noopener\"><b>Heatmaps<\/b><\/a><span style=\"font-weight: 400;\"> show availability, demand, and <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-utilization-rate\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">utilization rates<\/span><\/a><span style=\"font-weight: 400;\"> so you can maximize <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/billable-non-billable-time\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">billable hours<\/span><\/a><span style=\"font-weight: 400;\">, plan ahead, and make informed hiring or freelance decisions<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/features\/timesheets\" target=\"_blank\" rel=\"noopener\"><b>Built-in timesheets<\/b><\/a><span style=\"font-weight: 400;\"> connect directly to schedules, making <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/time-management\/resource-management-time-tracking\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">time tracking<\/span><\/a><span style=\"font-weight: 400;\"> across multiple clients and projects seamless and accurate<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/features\/leave-management\" target=\"_blank\" rel=\"noopener\"><b>Leave management<\/b><\/a><span style=\"font-weight: 400;\"> is built in, giving you a full picture of team availability and allowing you to plan ahead for things like new business pitches<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-filter-sort-group\" target=\"_blank\" rel=\"noopener\"><b>Flexible filters and custom fields<\/b><\/a><span style=\"font-weight: 400;\"> let you tailor schedules to your <\/span><span style=\"font-weight: 400;\">agency\u2019s workflows<\/span><span style=\"font-weight: 400;\">, while dashboards give you a clear overview to manage daily activity and waiting lists<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li><b>Seamless <\/b><a href=\"https:\/\/resourceguruapp.com\/integrations\" target=\"_blank\" rel=\"noopener\"><b>integrations<\/b><\/a><span style=\"font-weight: 400;\"> with calendars and project tools to fit smoothly into your existing workflows<\/span> <a href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/drive-project-success\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">and keep projects running successfully<\/span><\/a><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<div class=\"expert expert--image\"><div class=\"expert__text\"><p><em><span style=\"font-weight: 400;\">\u201cRunning an agency on spreadsheets is like driving at night with the headlights off: you only see problems after you\u2019ve hit them.<\/span><\/em><\/p>\n<p><span style=\"font-weight: 400;\"><em>A dedicated resource management tool like Resource Guru gives you foresight: a single source of truth that shows who\u2019s available, what\u2019s profitable, and where the next resource crunch is coming from. It\u2019s the difference between constant firefighting and actually future-proofing your business.\u201d<\/em><strong> &#8211;\u00a0<\/strong><\/span><strong><a href=\"https:\/\/www.linkedin.com\/in\/robsayles\/\">Rob Sayles<\/a>, Agency Expert<\/strong><\/p>\n<\/div><div class=\"expert__author\"><div class=\"expert__author__image\"><img loading=\"lazy\" decoding=\"async\" width=\"105\" height=\"105\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/09\/Rob-Sayles-105x105.jpeg\" class=\"attachment-quote size-quote wp-post-image\" alt=\"Rob Sayles, agency advisor and business coach\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/09\/Rob-Sayles-105x105.jpeg.webp 105w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/09\/Rob-Sayles-44x44.jpeg.webp 44w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/09\/Rob-Sayles.jpeg 200w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/09\/Rob-Sayles-44x44@2x.jpeg.webp 88w\" sizes=\"auto, (max-width: 105px) 100vw, 105px\" \/><\/div><div class=\"expert__author__text\"><\/div><\/div><\/div>\n<p><span style=\"font-weight: 400;\">Trusted by agencies worldwide, from Ogilvy to M&amp;C Saatchi, Resource Guru helps teams stay profitable by maximizing billable time and forecasting demand.<\/span><\/p>\n<div class=\"freetrial freetrial--text-light freetrial--alt\"><div class=\"freetrial__image\"><img loading=\"lazy\" decoding=\"async\" width=\"310\" height=\"286\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt-310x286.png\" class=\"attachment-freetrial size-freetrial wp-post-image\" alt=\"\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt-310x286.png 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt.png 536w\" sizes=\"auto, (max-width: 310px) 100vw, 310px\" \/><\/div><div class=\"freetrial__text\"><h4>Software trusted by thousands of agency teams<\/h4>\n<p>Schedule and track team time, fine-tune forecasting, and boost billable hours \u2014 for ultimate agency efficiency.<\/p>\n<p><a class=\"button\" href=\"https:\/\/app.resourceguruapp.com\/\" rel=\"noopener\">Start Your Free Trial<\/a><\/p>\n<\/div><\/div>\n<h3 id=\"asana\"><strong>Asana <\/strong><span style=\"font-weight: 400;\">\u27a1\ufe0f <\/span><span style=\"font-weight: 400;\">Best campaign management software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing: <\/b><span style=\"font-weight: 400;\">Free forever plan with basic task and project tracking (up to 2 users); paid plans start at $10.99 per user\/month with timeline views, automation, and reporting<\/span><\/p>\n<p><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 30 days<\/span><\/p>\n<p><b>G2 rating:<\/b> <span style=\"font-weight: 400;\">4.4\/5<\/span><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-9271\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-943x404.webp\" alt=\"Asana agency software\" width=\"943\" height=\"404\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-943x404.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-1042x447.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-1536x658.webp 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-2048x878.webp 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-310x133.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-800x343.webp 800w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-1200x514.webp 1200w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-1748x749.webp 1748w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-943x404@2x.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-1042x447@2x.webp 2084w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Asana-agency-software-310x133@2x.webp 620w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Multiple project views<\/b><span style=\"font-weight: 400;\"> (List, Board\/Kanban, Calendar, Timeline\/Gantt) to plan work and monitor progress at a glance<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Automation with Rules and Workflow Builder<\/b><span style=\"font-weight: 400;\"> to cut busywork and standardize intake\/hand-offs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Proofing and Approvals<\/b><span style=\"font-weight: 400;\"> to capture actionable creative feedback and track sign-offs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Portfolios and Workload<\/b><span style=\"font-weight: 400;\"> for multi-project health, capacity planning, and resource balance<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li aria-level=\"1\"><b>Creative-friendly integrations,<\/b><span style=\"font-weight: 400;\"> including an Adobe Creative Cloud panel, plus Slack, Google Workspace, and Microsoft Teams<br \/>\n<\/span><\/p>\n<h2><\/h2>\n<\/li>\n<\/ul>\n<h3 id=\"harvest\"><span style=\"font-weight: 400;\"><strong>Harvest<\/strong> <\/span><span style=\"font-weight: 400;\">\u27a1\ufe0f Best timesheets with invoicing software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This software can be utilized by agency teams for intuitive <\/span><span style=\"font-weight: 400;\">time tracking<\/span><span style=\"font-weight: 400;\"> paired with automated invoicing\/payments, capacity reports, and workflow integrations.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing: <\/b><span style=\"font-weight: 400;\">Free plan for one user, paid plans start at $11 per person\/month<\/span><b><br \/>\n<\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 30 days<\/span><\/p>\n<p><b>G2 rating: <\/b>4.3\/5<\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5509 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/Harvest-943x582.png\" alt=\"Agency software Harvest\" width=\"943\" height=\"582\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/Harvest-943x582.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/Harvest-1042x643.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/Harvest-1536x948.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/Harvest.png 1572w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>1-click <\/b><b>time tracking<\/b><span style=\"font-weight: 400;\"> via desktop, browser, or mobile<\/span><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">with gentle reminders to keep entries consistent<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Flexible invoicing and payments<\/b><span style=\"font-weight: 400;\"> to <\/span><span style=\"font-weight: 400;\">convert tracked time and expenses into invoices instantly. Supports Stripe, PayPal, and syncing with QuickBooks or Xero<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Budget monitoring and visual capacity reports<\/b><span style=\"font-weight: 400;\"> with <\/span><span style=\"font-weight: 400;\">alerts for when <\/span><span style=\"font-weight: 400;\">project budgets<\/span><span style=\"font-weight: 400;\"> are nearly spent, plus insights on team capacity and time allocation<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Custom reporting<\/b><span style=\"font-weight: 400;\"> to <\/span><span style=\"font-weight: 400;\">create detailed, shareable reports on billable hours, project costs, and profitability<\/span><\/li>\n<li aria-level=\"1\"><strong>Seamless integrations<\/strong> so you can connect with popular project management and communication software<\/li>\n<\/ul>\n<h3 id=\"zapier\"><strong>Zapier <\/strong><span style=\"font-weight: 400;\">\u27a1\ufe0f <\/span><span style=\"font-weight: 400;\">Best software for workflow automation and process management<\/span><\/h3>\n<p>For a<span style=\"font-weight: 400;\">gencies looking for integrations, and teams that need to automate <\/span><span style=\"font-weight: 400;\">repetitive tasks\/<\/span><span style=\"font-weight: 400;\">workflows, reducing manual busywork.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing:<\/b><span style=\"font-weight: 400;\"> Free plan = 100 tasks\/month, paid plans start from $19.99\/month<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 14 days<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>G2 rating:<\/b> <span style=\"font-weight: 400;\">4.5\/5<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5511 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/zapier-943x539.png\" alt=\"Agency software Zapier\" width=\"943\" height=\"539\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/zapier-943x539.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/zapier-1042x596.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/zapier.png 1200w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li><b>Large integration library <\/b><span style=\"font-weight: 400;\">where you can connect to over 8,000 apps to centralize workflows, including apps like Salesforce, Shopify, and PayPal<\/span><\/li>\n<li><b>Multi-step Zaps with conditional logic <\/b><span style=\"font-weight: 400;\">allows you to automate complex sequences<\/span><\/li>\n<li><b>Task-based pricing <\/b><span style=\"font-weight: 400;\">so you can track usage based on tasks executed<\/span><\/li>\n<li><b>AI options and workflow design <\/b><span style=\"font-weight: 400;\">including AI automation, Tables (a no\u2011code database), Interfaces (used to build internal tools), and Canvas flowcharting <\/span><\/li>\n<li><b>Collaboration made easy<\/b><span style=\"font-weight: 400;\"> with shared workspaces and app connections for smooth teamwork, allowing agency members to build, manage, and monitor automations collectively<\/span><\/li>\n<li><b>Advanced admin controls<\/b><span style=\"font-weight: 400;\"> with role-based permissions and admin dashboards to give agencies control over user access and automation ownership<\/span><\/li>\n<\/ul>\n<h3 id=\"workable\"><strong>Workable<\/strong><span style=\"font-weight: 400;\"> \u27a1\ufe0f Best software for staffing, recruiting, and onboarding<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing:<\/b><span style=\"font-weight: 400;\"> $299\/month for 1\u201320 employees<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 15 days<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>G2 rating:<\/b> <span style=\"font-weight: 400;\">4.5\/5<\/span><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-5513 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/workable.gif\" alt=\"Get an instant overview of any candidate using the profile view in Workable.\" width=\"1476\" height=\"796\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li><b>Job board distribution <\/b><span style=\"font-weight: 400;\">allows you to post to over 200 job boards and access AI sourcing to surface relevant candidates (supports multiple countries) <\/span><\/li>\n<li><b>Applicant tracking and screening <\/b><span style=\"font-weight: 400;\">includes<\/span> <span style=\"font-weight: 400;\">AI-powered resume parsing, self-scheduling interviews, scorecards, interview kits, and offer letters<\/span><\/li>\n<li><b>Onboarding and HR functionality <\/b><span style=\"font-weight: 400;\">with custom workflows, employee profiles, time-off management, and e-signatures to streamline HR handover<\/span><\/li>\n<li><b>Shared hiring workflows and analytics<\/b><span style=\"font-weight: 400;\"> include<\/span> <span style=\"font-weight: 400;\">collaborative pipelines, mobile app access, and <\/span><span style=\"font-weight: 400;\">key metrics<\/span><span style=\"font-weight: 400;\"> like time-to-hire and candidate performance dashboards<\/span><\/li>\n<li><b>AI inclusion and global support:<\/b><span style=\"font-weight: 400;\"> Built-in AI recruiting assistants, chat support with fast response times, and global presence across 30,000+ companies<\/span><\/li>\n<li><b>Integrations <\/b><span style=\"font-weight: 400;\">with key agency tools, payroll systems, calendar apps, Slack for team communication, and 70+ recruiting and HR options<\/span><\/li>\n<\/ul>\n<h3 id=\"freshbooks\"><strong>FreshBooks <\/strong><span style=\"font-weight: 400;\">\u27a1\ufe0f <\/span><span style=\"font-weight: 400;\">Best agency accounting and billing software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Agencies can explore FreshBooks for reliable <\/span><span style=\"font-weight: 400;\">accounting software<\/span><span style=\"font-weight: 400;\"> to manage invoicing, expenses, and billable time without relying on spreadsheets.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing:<\/b><span style=\"font-weight: 400;\"> Starts from $8.40 per month<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 30 days<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>G2 rating:<\/b> <span style=\"font-weight: 400;\">4.5\/5<\/span><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-9274\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software-675x671.webp\" alt=\"FreshBooks agency software\" width=\"675\" height=\"671\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software-675x671.webp 675w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software-715x711.webp 715w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software-105x105.webp 105w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software-44x44.webp 44w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software-310x308.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software-800x796.webp 800w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software.webp 1125w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software-105x105@2x.webp 210w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software-44x44@2x.webp 88w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/FreshBooks-agency-software-310x308@2x.webp 620w\" sizes=\"auto, (max-width: 675px) 100vw, 675px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li><b>Automated invoicing and recurring billing<\/b><span style=\"font-weight: 400;\"> allows you to <\/span><span style=\"font-weight: 400;\">schedule invoices, set reminders, and apply late fees to encourage speedy collections<\/span><\/li>\n<li><b>Built-in <\/b><b>time tracking<\/b><span style=\"font-weight: 400;\"> so you can l<\/span><span style=\"font-weight: 400;\">ink tracked hours directly to invoices for accurate client billing<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li><b>Expense management and receipt capture<\/b><span style=\"font-weight: 400;\">, to <\/span><span style=\"font-weight: 400;\">keep all costs organized in one place, ready for reporting or tax season<\/span><\/li>\n<li><b>Financial dashboards and reports<\/b><span style=\"font-weight: 400;\"> where you can <\/span><span style=\"font-weight: 400;\">track profitability, profit and loss, and project performance at a glance<\/span><\/li>\n<li><b>100+ app integrations for workflow automation<\/b><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">connect with popular options like Stripe, Gusto, or Trello to reduce manual tasks<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Best-agency-client-management-software\"><\/span><span style=\"font-weight: 400;\">Best agency client management software<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Strong <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/client-agency-relationship\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">client-agency relationships<\/span><\/a><span style=\"font-weight: 400;\"> 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.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Agency client management software<\/span><span style=\"font-weight: 400;\"> helps you stay organized, transparent, and connected<\/span> <span style=\"font-weight: 400;\">to strengthen communication, build trust, win new work, and boost <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-client-retention\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">client retention.\u00a0<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400;\">I\u2019ve researched some of the <\/span><span style=\"font-weight: 400;\">best software<\/span><span style=\"font-weight: 400;\"> options<\/span><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">covering everything from <\/span><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> and <\/span><span style=\"font-weight: 400;\">contact management<\/span><span style=\"font-weight: 400;\"> to reporting software and client portals.<\/span><\/p>\n<h3 id=\"hubspot\"><strong>HubSpot <\/strong><span style=\"font-weight: 400;\">\u27a1\ufe0f <\/span><span style=\"font-weight: 400;\">Best CRM software for <\/span><span style=\"font-weight: 400;\">contact <\/span><span style=\"font-weight: 400;\">and deal management<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This is a good option for agencies<\/span> <span style=\"font-weight: 400;\">that want powerful, frictionless CRM software for managing contacts, lead and client tracking, plus scalable features as teams and needs grow.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing:<\/b><span style=\"font-weight: 400;\"> Free forever plan for unlimited users, paid plans start at $15 per user\/month <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 14 days<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>G2 rating:<\/b> <span style=\"font-weight: 400;\">4.5\/5<\/span><\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5520 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot-943x613.png\" alt=\"Agency software Hubspot CRM\" width=\"943\" height=\"613\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot-943x613.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot-1042x677.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot.png 1246w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li><b>Marketing automation and communication solutions<\/b><span style=\"font-weight: 400;\">\u00a0offering <\/span><span style=\"font-weight: 400;\">email sequencing, chatbots, live chat, deal tracking and pipelines, and workflow building<\/span><\/li>\n<li><b>Custom reporting and dashboards<\/b> <span style=\"font-weight: 400;\">for insight-driven client and sales transparency<\/span><\/li>\n<li><b>Extensive integration ecosystem<\/b><span style=\"font-weight: 400;\"> with <\/span><span style=\"font-weight: 400;\">hub-based APIs and over 1,000 app integrations including Zapier, Gmail, and Outlook<\/span><\/li>\n<li><b>AI-powered Breeze Agents<\/b><span style=\"font-weight: 400;\"> to <\/span><span style=\"font-weight: 400;\">automate and accelerate customer support, lead qualification, meeting booking, and sales pipeline growth<\/span><\/li>\n<li><b>Centralized shared inbox<\/b><span style=\"font-weight: 400;\"> that <\/span><span style=\"font-weight: 400;\">unifies client communications from email, chat, and social channels in one place with assistance from AI-powered chatbots<\/span><\/li>\n<li><b>Unified CRM with scalable hubs<\/b><span style=\"font-weight: 400;\"> (<\/span><span style=\"font-weight: 400;\">enhance the free platform with Sales, Marketing, or Service Hubs as you grow)<\/span><\/li>\n<li><b>Multi-account management<\/b><span style=\"font-weight: 400;\"> lets you <\/span><span style=\"font-weight: 400;\">easily switch and manage multiple client accounts and workflows within a single platform<\/span><\/li>\n<\/ul>\n<h3 id=\"agencyanalytics\"><strong>AgencyAnalytics <\/strong><span style=\"font-weight: 400;\">\u27a1\ufe0f <\/span><span style=\"font-weight: 400;\">Best agency reporting software<\/span><\/h3>\n<p><b>Ideal for <\/b><span style=\"font-weight: 400;\">agencies that want to centralize data across <\/span><span style=\"font-weight: 400;\">marketing platforms<\/span><span style=\"font-weight: 400;\"> and deliver polished, branded reporting with minimal effort.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing:<\/b><span style=\"font-weight: 400;\"> Paid plans start at $59 per month<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 14 days<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>G2 rating:<\/b> <span style=\"font-weight: 400;\">4.7\/5<\/span><\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5519 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/agency-analytics-GA4-939x671.webp\" alt=\"Agency software AgencyAnalytics.\" width=\"939\" height=\"671\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/agency-analytics-GA4-939x671.webp 939w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/agency-analytics-GA4-995x711.webp 995w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/agency-analytics-GA4-362x258.webp 362w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/agency-analytics-GA4.webp 1248w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/agency-analytics-GA4-362x258@2x.webp.webp 724w\" sizes=\"auto, (max-width: 939px) 100vw, 939px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li><b>80+ native integrations<\/b><span style=\"font-weight: 400;\"> spanning SEO, PPC, social, email, analytics, and call tracking<\/span><span style=\"font-weight: 400;\"> (<\/span><span style=\"font-weight: 400;\">no coding required) makes it easy to consolidate client data in one place<\/span><\/li>\n<li><b>Automated reporting and dashboards<\/b><span style=\"font-weight: 400;\"> that can be scheduled, branded, and delivered without manual effort. Ideal for client visibility (with goal tracking too)<\/span><\/li>\n<li><b>White-label customization<\/b><span style=\"font-weight: 400;\"> with agency branding and personalized domain options help you deliver a seamless, professional experience for clients<\/span><\/li>\n<li><b>AI-powered insights<\/b><span style=\"font-weight: 400;\"> (\u201cAsk AI\u201d), trend forecasting, anomaly detection, and benchmarks to help agencies uncover performance patterns and deliver clearer, data-driven recommendations to clients<\/span><\/li>\n<li><b>Client portals and user access control<\/b><span style=\"font-weight: 400;\"> where <\/span><span style=\"font-weight: 400;\">clients can view real-time dashboards, branded reports, and track performance securely<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Best-digital-marketing-software-for-agencies\"><\/span><span style=\"font-weight: 400;\">Best digital marketing<\/span> <span style=\"font-weight: 400;\">software for agencies<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Your internal systems keep projects moving, but it\u2019s your marketing and advertising software that power the work clients see. That\u2019s where <\/span><span style=\"font-weight: 400;\">digital marketing software for agencies<\/span><span style=\"font-weight: 400;\"> 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.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s my shortlist of <\/span><span style=\"font-weight: 400;\">best software<\/span><span style=\"font-weight: 400;\"> solutions for <\/span><span style=\"font-weight: 400;\">digital marketing<\/span><span style=\"font-weight: 400;\"> and advertising, broken down by category.<\/span><\/p>\n<h3 id=\"moz\"><strong>Moz <\/strong><span style=\"font-weight: 400;\">\u27a1\ufe0f <\/span><span style=\"font-weight: 400;\">Best SEO software for agencies<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Moz is ideal for agencies that need a reliable all-in-one SEO platform covering keyword research, site audits, backlink analysis, and rank tracking.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing:<\/b><span style=\"font-weight: 400;\"> Paid plans start at $39 per month<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 7 days<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>G2 rating:<\/b> <span style=\"font-weight: 400;\">4.3\/5<\/span><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-9272\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Moz-agency-software-943x629.webp\" alt=\"Moz agency software\" width=\"943\" height=\"629\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Moz-agency-software-943x629.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Moz-agency-software-1042x695.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Moz-agency-software-1536x1024.webp 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Moz-agency-software-310x207.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Moz-agency-software-800x533.webp 800w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Moz-agency-software-1200x800.webp 1200w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Moz-agency-software-1748x1165.webp 1748w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Moz-agency-software.webp 1800w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Moz-agency-software-310x207@2x.webp 620w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li><b>Keyword Explorer<\/b><span style=\"font-weight: 400;\"> lets you identify profitable keywords, with metrics like search volume and difficulty scores, to guide client SEO campaigns<\/span><\/li>\n<li><b>Technical site audits<\/b><span style=\"font-weight: 400;\"> include automated crawls to detect technical issues such as broken links, missing metadata, duplicate content, and speed problems<\/span><\/li>\n<li><b>Rank tracking<\/b><span style=\"font-weight: 400;\"> to monitor desktop and mobile performance across multiple search engines and locations to show clients&#8217; progress<\/span><\/li>\n<li><b>Link Explorer<\/b><span style=\"font-weight: 400;\"> allows you to analyze backlink profiles, uncover competitor link opportunities, and monitor domain authority changes over time<\/span><\/li>\n<li><b>Custom reports<\/b><span style=\"font-weight: 400;\"> enable agency teams to build client-ready SEO performance reports that combine ranking, traffic, and technical insights in one branded format<\/span><\/li>\n<li><b>Integrations<\/b><span style=\"font-weight: 400;\"> that connect Moz with <\/span><span style=\"font-weight: 400;\">Google Analytics<\/span><span style=\"font-weight: 400;\"> and Google Search Console, to enrich reports and give clients a unified SEO picture<\/span><\/li>\n<li><b>AI-powered insights<\/b><span style=\"font-weight: 400;\"> like search intent and domain snapshots help refine keyword strategy and prioritize SEO actions more effectively<\/span><\/li>\n<li><b>Multi-client management<\/b><span style=\"font-weight: 400;\"> means you can manage multiple sites and users efficiently with scalable plans designed for agency workflows<\/span><\/li>\n<\/ul>\n<div class=\"callout callout--protip\">\n<p>P.S. <a href=\"https:\/\/www.semrush.com\/\" target=\"_blank\" rel=\"noopener\">Semrush<\/a> is another personal favorite of mine for SEO research and reporting.<\/p>\n<\/div>\n<h3 id=\"mention\"><strong>Mention <\/strong><span style=\"font-weight: 400;\">\u27a1\ufe0f <\/span><span style=\"font-weight: 400;\">Best software for reputation management and social listening<\/span><\/h3>\n<p>For <span style=\"font-weight: 400;\">agencies that want to monitor brand sentiment and media coverage, manage client reputation, and react quickly to social mentions or emerging issues.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing:<\/b><span style=\"font-weight: 400;\"> Paid plans start at $599<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 30 days<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>G2 rating:<\/b> <span style=\"font-weight: 400;\">4.3\/5<\/span><\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5521 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/mention-943x488.png\" alt=\"Agency software Mention.\" width=\"943\" height=\"488\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/mention-943x488.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/mention-1042x540.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/mention-1536x796.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/mention-2048x1061.png 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/mention-943x488@2x.png.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/mention-1042x540@2x.png.webp 2084w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li><b>Real-time monitoring across 1B+ sources<\/b><span style=\"font-weight: 400;\">, including social media, blogs, forums, news sites<\/span><span style=\"font-weight: 400;\"> (<\/span><span style=\"font-weight: 400;\">ideal for both crisis alerts and daily tracking)<\/span><\/li>\n<li><b>Sentiment analysis and keyword filtering<\/b><span style=\"font-weight: 400;\"> to gauge the tone behind mentions and flag priority issues<\/span><\/li>\n<li><b>Custom alerts and dashboards<\/b><span style=\"font-weight: 400;\"> where you can <\/span><span style=\"font-weight: 400;\">set notifications for high-impact mentions, compile reports, and stay informed without manual checking <\/span><\/li>\n<li><b>Influencer tracking and competitive benchmarking<\/b><span style=\"font-weight: 400;\"> allows agencies to <\/span><span style=\"font-weight: 400;\">identify influential accounts and keep an eye on peer mentions for strategic response <\/span><\/li>\n<\/ul>\n<h3 id=\"sprout-social\"><strong>Sprout Social <\/strong><span style=\"font-weight: 400;\">\u27a1\ufe0f <\/span><span style=\"font-weight: 400;\">Best <\/span><span style=\"font-weight: 400;\">social media management software for agencies<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This software is good for teams<\/span><span style=\"font-weight: 400;\">\u00a0that need a unified <\/span><span style=\"font-weight: 400;\">social media management platform<\/span><span style=\"font-weight: 400;\"> to plan, schedule, publish, engage, analyze, and report across multiple social channels (with <\/span><span style=\"font-weight: 400;\">team collaboration<\/span><span style=\"font-weight: 400;\"> baked in).<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing:<\/b><span style=\"font-weight: 400;\"> Plans start at $199 per user\/month<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 30 days<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>G2 rating:<\/b> <span style=\"font-weight: 400;\">4.4\/5<\/span><\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5525 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/SproutSocial-943x576.png\" alt=\"Agency software Sprout Social.\" width=\"943\" height=\"576\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/SproutSocial-943x576.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/SproutSocial-1042x637.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/SproutSocial-1536x938.png 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/11\/SproutSocial.png 1578w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li><b>Smart scheduling and content calendar <\/b><span style=\"font-weight: 400;\">recommend optimal posting times and help you visualize your strategy in a drag-and-drop planner<\/span><\/li>\n<li><b>Unified Smart Inbox and tagging workflows <\/b><span style=\"font-weight: 400;\">where you can manage messages from all social platforms in one place; assign, tag, and route conversations across your team<\/span><\/li>\n<li><b>Robust reporting and <\/b><b>analytics capabilities<\/b> <span style=\"font-weight: 400;\">give you all-encompassing metrics across profiles, engagement, trends, and team response times (with exportable, client-ready reports)<\/span><\/li>\n<li><b>Social listening and AI assistance <\/b><span style=\"font-weight: 400;\">to<\/span> <span style=\"font-weight: 400;\">monitor keywords, sentiment, and brand mentions. You can even receive content or engagement suggestions powered by AI<\/span><\/li>\n<li><b>Collaborative and custom workflows <\/b><span style=\"font-weight: 400;\">with built-in approval processes and team assignments to help keep client-facing content streamlined and error-free<\/span><\/li>\n<\/ul>\n<h3 id=\"mailchimp\"><strong>Mailchimp <\/strong><span style=\"font-weight: 400;\">\u27a1\ufe0f <\/span><span style=\"font-weight: 400;\">Best email marketing software for agencies<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A popular agency software option for creative, data-driven <\/span><span style=\"font-weight: 400;\">email marketing campaigns<\/span><span style=\"font-weight: 400;\">, automation flows, and audience segmentation<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<h4>What you need to know \ud83d\udc47<\/h4>\n<p><b>Pricing:<\/b><span style=\"font-weight: 400;\"> Free plan up to 1,000 email sends\/month, paid plans from $13\/month<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 14 days<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>G2 rating:<\/b> <span style=\"font-weight: 400;\">4.4\/5<\/span><\/p>\n<\/div>\n<h4><\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-9273\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Mailchimp-agency-software-801x671.webp\" alt=\"Mailchimp agency software\" width=\"801\" height=\"671\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Mailchimp-agency-software-801x671.webp 801w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Mailchimp-agency-software-849x711.webp 849w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Mailchimp-agency-software-390x328.webp 390w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Mailchimp-agency-software-310x260.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Mailchimp-agency-software-800x670.webp 800w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Mailchimp-agency-software-1200x1005.webp 1200w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Mailchimp-agency-software.webp 1256w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Mailchimp-agency-software-390x328@2x.webp 780w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/11\/Mailchimp-agency-software-310x260@2x.webp 620w\" sizes=\"auto, (max-width: 801px) 100vw, 801px\" \/><\/p>\n<h4><b>Key agency-ready features:<\/b><\/h4>\n<ul>\n<li><b>Drag-and-drop email builder and templates<\/b><span style=\"font-weight: 400;\"> where you can <\/span><span style=\"font-weight: 400;\">design beautiful, branded emails quickly without needing a designer<\/span><\/li>\n<li><b>Advanced automation<\/b><span style=\"font-weight: 400;\"> for <\/span><span style=\"font-weight: 400;\">building customer journeys, abandoned cart flows, and triggers to drive engagement<\/span><\/li>\n<li><b>Behavioral targeting and predictive segmentation<\/b><span style=\"font-weight: 400;\">, if you\u2019re looking to <\/span><span style=\"font-weight: 400;\">deliver personalized email experiences based on customer actions<\/span><\/li>\n<li><b>Campaign analytics and comparative reporting<\/b><span style=\"font-weight: 400;\"> to <\/span><span style=\"font-weight: 400;\">track opens, clicks, and performance over time, and compare different <\/span><span style=\"font-weight: 400;\">client campaigns<\/span><span style=\"font-weight: 400;\"> to guide strategy<\/span><\/li>\n<li><b>SMS and transactional email support (add-ons)<\/b><span style=\"font-weight: 400;\"> to <\/span><span style=\"font-weight: 400;\">extend outreach beyond email when needed <\/span><\/li>\n<li><b>Dashboard<\/b><span style=\"font-weight: 400;\"> to <\/span><span style=\"font-weight: 400;\">manage multiple client accounts easily from one centralized place, without needing shared logins or passwords<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"FAQs-about-agency-software\"><\/span><span style=\"font-weight: 400;\">FAQs about <\/span><span style=\"font-weight: 400;\">agency software<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span style=\"font-weight: 400;\">What is <\/span><span style=\"font-weight: 400;\">agency software<\/span><span style=\"font-weight: 400;\">?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Agency software<\/span><span style=\"font-weight: 400;\"> refers to digital software that agencies use to manage operations, work with clients, and deliver work. Agency software includes <\/span><span style=\"font-weight: 400;\">agency project <\/span><span style=\"font-weight: 400;\">management software<\/span><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">resource management<\/span><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">time tracking<\/span><span style=\"font-weight: 400;\">, accounting, reporting, CRM systems, and marketing software. Agencies use this software to streamline tasks such as <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/resource-allocation-guide\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">allocating resources effectively<\/span><\/a><span style=\"font-weight: 400;\">, automating admin, performance reporting, and tracking profitability.\u00a0<\/span><\/p>\n<div class=\"callout callout--reading\">\n<h4>Further Reading:<\/h4>\n<ul>\n<li><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-tech-stack\" target=\"_blank\" rel=\"noopener\">Agency tech stack<\/a><\/li>\n<li><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-tools\" target=\"_blank\" rel=\"noopener\">Agency tools<\/a><\/li>\n<\/ul>\n<\/div>\n<h3><span style=\"font-weight: 400;\">What are the benefits of <\/span><span style=\"font-weight: 400;\">agency software<\/span><span style=\"font-weight: 400;\">?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The benefits of agency software are wide and varied. Whether it\u2019s all-in-one agency software or specialist software, with the right tools, agency teams can:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Save time<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Make better data-driven decisions<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improve client relationships and visibility<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Streamline workflows<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Support <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/project-collaboration\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">project collaboration<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Boost <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-efficiency\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">agency efficiency<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ultimately <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-growth\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">support growth<\/span><\/a><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">How do I pick the right <\/span><span style=\"font-weight: 400;\">agency software<\/span><span style=\"font-weight: 400;\">?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When picking the right agency software, it\u2019s 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 <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-challenges\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">agency\u2019s challenges<\/span><\/a><span style=\"font-weight: 400;\">. That might be resourcing, billing, or client reporting. Prioritize features that solve those issues, then compare usability, integrations, and cost. There\u2019s no universal \u201c<\/span><span style=\"font-weight: 400;\">best agency software<\/span><span style=\"font-weight: 400;\">\u201d<\/span><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">choose software that fits your workflows and helps scale client delivery without adding complexity.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">What software do agencies use?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Most agencies use a combination of <\/span><span style=\"font-weight: 400;\">agency management software<\/span><span style=\"font-weight: 400;\"> (e.g., <\/span><a href=\"https:\/\/resourceguruapp.com\/features\/resource-scheduling-software\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">resource scheduling<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/resourceguruapp.com\/features\/timesheets\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">time tracking<\/span><\/a><span style=\"font-weight: 400;\">, finance), client management software (e.g., CRMs, <\/span><span style=\"font-weight: 400;\">reporting software<\/span><span style=\"font-weight: 400;\">, client portals), and digital marketing software (e.g., SEO, social, PPC, email). The exact mix depends on the agency&#8217;s size and services offered, but most agencies build a software stack from these core categories.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">How much does <\/span><span style=\"font-weight: 400;\">agency management software<\/span><span style=\"font-weight: 400;\"> cost?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">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\u201310 per user\/month, while full <\/span><span style=\"font-weight: 400;\">agency management<\/span><span style=\"font-weight: 400;\"> systems with finance and CRM features often cost $20\u201340 per user\/month or more. Many also offer tiered plans, free trials, and discounts for larger teams.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">What is the best <\/span><span style=\"font-weight: 400;\">agency management<\/span><span style=\"font-weight: 400;\"> system?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When it comes to the best agency management system, there\u2019s no one-size-fits-all. Agencies often invest in a <\/span><a href=\"https:\/\/resourceguruapp.com\/features\/project-scheduling-software\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">project management platform<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">resource management,<\/span><span style=\"font-weight: 400;\"> and finance software as a bare minimum. But, the \u201cbest\u201d <\/span><span style=\"font-weight: 400;\">agency management software<\/span><span style=\"font-weight: 400;\"> depends on many factors including your <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-process\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">agency\u2019s <\/span><span style=\"font-weight: 400;\">internal processes<\/span><\/a><span style=\"font-weight: 400;\">, services, budget, clients, and team size.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">What is the best client management software?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you\u2019re an agency employee considering client management software, you have a few options. It\u2019s useful to remember that client management software doesn\u2019t 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 <\/span><span style=\"font-weight: 400;\">contact management<\/span><span style=\"font-weight: 400;\"> and sales, CRMs like HubSpot are widely used. For reporting and client communication, software like AgencyAnalytics helps prove value and streamline updates. The best <\/span><span style=\"font-weight: 400;\">agency client management software<\/span><span style=\"font-weight: 400;\"> is one that centralizes <\/span><span style=\"font-weight: 400;\">client data<\/span><span style=\"font-weight: 400;\">, improves communication, and makes your agency look professional.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Build-your-agencys-success-on-strong-resource-management\"><\/span><span style=\"font-weight: 400;\">Build your agency\u2019s success on strong resource management<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Across every agency, <\/span><a href=\"https:\/\/resourceguruapp.com\/industries\/agencies\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">resource management software<\/span><\/a><span style=\"font-weight: 400;\"> is the foundation. Without <\/span><span style=\"font-weight: 400;\">complete visibility<\/span><span style=\"font-weight: 400;\"> over the <\/span><span style=\"font-weight: 400;\">entire business<\/span><span style=\"font-weight: 400;\">, everything else grinds to a halt.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why software like Resource Guru stands out. It\u2019s trusted by thousands of agency teams to streamline scheduling, <\/span><span style=\"font-weight: 400;\">time tracking,<\/span><span style=\"font-weight: 400;\"> and utilization all in one intuitive platform.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether you\u2019re a small <\/span><a href=\"https:\/\/resourceguruapp.com\/industries\/agencies\/creative\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">creative agency<\/span><\/a><span style=\"font-weight: 400;\">, a specialist <\/span><a href=\"https:\/\/resourceguruapp.com\/industries\/agencies\/marketing\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">marketing agency<\/span><\/a><span style=\"font-weight: 400;\">, or a global <\/span><a href=\"https:\/\/resourceguruapp.com\/industries\/agencies\/advertising\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">ad agency<\/span><\/a><span style=\"font-weight: 400;\">, it helps you avoid overbooking, manage and <\/span><span style=\"font-weight: 400;\">track project progress<\/span><span style=\"font-weight: 400;\"> effectively, and make smarter decisions about your most valuable resource: your people.<\/span><\/p>\n<div class=\"freetrial freetrial--text-light freetrial--alt\"><div class=\"freetrial__image\"><img loading=\"lazy\" decoding=\"async\" width=\"310\" height=\"286\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt-310x286.png\" class=\"attachment-freetrial size-freetrial wp-post-image\" alt=\"\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt-310x286.png 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt.png 536w\" sizes=\"auto, (max-width: 310px) 100vw, 310px\" \/><\/div><div class=\"freetrial__text\"><h4>Software trusted by thousands of agency teams<\/h4>\n<p><span style=\"font-weight: 400;\">Built to help agencies run smoother, plan smarter, and deliver better work.<\/span><\/p>\n<p><a class=\"button\" href=\"https:\/\/app.resourceguruapp.com\/\" rel=\"noopener\">Start Your Free 30-Day Trial<\/a><\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>In this guide I&#8217;ll cover quick software picks, include a features deep dive, and answer your most common questions. You&#8217;ll find the right software for your agency, so you can stay focused on delivering award-winning work.<\/p>\n","protected":false},"author":39,"featured_media":5536,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[55,54],"tags":[],"class_list":["post-5501","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agencies","category-software-reviews"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>21 agency software options for success in 2026<\/title>\n<meta name=\"description\" content=\"Explore the best agency software for agency management, client management, and digital marketing.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"21 agency software options for success in 2026\" \/>\n<meta property=\"og:description\" content=\"Explore the best agency software for agency management, client management, and digital marketing.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/resourceguruapp.com\/blog\/agencies\/agency-software\" \/>\n<meta property=\"og:site_name\" content=\"Work Life Balance Blog | Resource Guru\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ResourceGuru\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-04T18:21:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-05T14:21:13+00:00\" \/>\n<meta property=\"og:image\" 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