Marketing Agency Software: Best Tools to Build Your Tech Stack

Marketing agency software covers a broad range of solutions — the major categories include:

• Agency management software — these platforms are built specifically for agency workflows and combine project management, resource planning, time tracking, client management, and financial management. They let you manage all your projects, people, and back-office processes in one place — so you can operate smoothly, win and retain new business, and maintain a steady schedule of projects and campaigns.
• Marketing strategy tools — to help you chart a course for achieving long-term marketing objectives by deciding things like which growth channels to invest in and how.
  
• Social media management — so you can manage your various company profiles in one place, build posts, set schedules, and report on engagement.
  
• Email marketing — to create multi-sequence drip campaigns, automate sends, run newsletters, build your email list, and track engagement with your audience.
  
• PPC management — to create, monitor, and optimize your advertising campaigns to boost ROI.
  
• Content marketing optimization tools — to create optimized website content that ranks for target keywords.
  
• Graphic design & media creation — to design and manage all your creative assets and marketing collateral.
  
• Digital PR software — for all things PR related, from tracking trends to managing influencer relationships and your brand reputation.
  
• Reporting & analytics — so you can track where things are going well, what you can improve, which channels are driving results, and much more.

Most marketing agencies use a combination of these tools to manage their day-to-day operations, plan campaigns, serve clients, and report on outcomes. However, the right mix for your agency depends on factors like your current tech stack, project types, operations, budget, and long-term growth ambitions.

So to give you a full lay of the land and help you build out the right mix, we cover the major players in each space and talk through their features.

Our list kicks off with Workamajig — our complete marketing agency management software designed specifically for creative teams — and then moves on to other agency tools.

To learn more about Workamajig, our all-in-one agency management system, keep reading or contact us for a free demo.

Agency Management Systems

1. Workamajig

All-in-one marketing agency software to manage projects, people, processes & finances

Workamajig is one of the most comprehensive agency management software solutions, configurable to your specific workflows and scalable as your operations grow. Our complete system features:

• Project management software. Workamajig includes project intake forms, estimating tools, templates, task management, and advanced project monitoring with timeline and budget tracking, customizable Gantt charts, and real-time notifications.
• Resource management. Our system includes an interactive staff scheduling dashboard and productivity reports to plan allocations, assign tasks, rebalance workloads, see where staff spend their time, measure billable vs. unbillable hours, compare utilization vs. realization rates, and optimize resource usage.
• Vendor management. Workamajig lets yousubmit requests, view bids, generate purchase orders, compare estimates with final invoices, and measure vendor performance to improve sourcing strategies.
• Collaboration tools. Workamajig’s team collaboration tools are available for all project stakeholders (internal and external) to support content creation and feedback discussions. Users can share files, annotate content to request changes, view the change history and side-by-side comparisons, and track each file’s version history.
• Time tracking. Workamajig offers a convenient, native time-tracking solution that lets users log project management hours directly from task cards or against their respective roles. Our system stores employees' hourly rates and accounts for other billable factors to update project budgets with accurate labor costs.
• CRM and sales performance reports. Workamajig’s native CRM lets you capture leads, manage and monitor your pipeline with Kanban-style boards, review won vs. lost opportunities, learn more about your sales strategies, and improve client acquisition.
• GL-ready accounting software. Workamajig features a fully integrated accounting solution that supports all standard workflows and best practices — such as client invoicing, expense reporting, receipt management, reimbursement management, vendor invoice management, and more.
• Financial reporting. Our system includes project profitability breakdowns, P&L reports across various categories, general ledger reports, cash projections, revenue forecasting, key metric monitors, and customizable reporting dashboards.

With all these capabilities packed under one roof, Workamajig enables marketing agencies to simplify their tech stack, streamline processes, boost collaboration, and uncover business insights that drive strategic decisions and profitability.

Workamajig stands out from most marketing agency management systems that you’ll come across in two main ways:

• Our system is specifically tailored to the creative workflow, with tools to keep all stakeholders engaged at the right touchpoints, bring structure to feedback loops, strategically manage change requests, and improve project planning.
• Workamajig is one of the select few agency management systems that feature fully integrated media accounting software, keeping project and financial data in sync as projects progress, streamlining reconciliation, eliminating double-entry, and offering accurate profitability insights from multiple perspectives.

Our system also comes with guided training. You’re paired with a dedicated account manager during onboarding, and they’ll serve as your ongoing Workamajig partner. Our team:

• Learns about your challenges to understand what you need most from Workamajig.
• Shares best practices and the “Workamajig way.”
• Plans your setup and training schedule.
• Configures Workamajig to your specifications.
• Walks you through Workamajig to ensure you understand how to use its features, including creating templates, adding staff members, creating custom reports, setting automation rules, and more.

Up next, we’ll walk through Workamajig’s core features to manage all the moving parts of your agency operations.

CRM & Client Portals

Workamajig’s CRM supports the full client acquisition workflow, streamlines the sales-to-delivery handoff, and maintains a complete client record tied to projects and profitability.

Sales teams can capture leads, develop opportunities, manage the pipeline, and hand off new work to delivery teams. And after closing deals, internal teams can improve the client experience and manage these relationships with our suite of client management tools.

Here’s a closer look at Workamajig’s complete agency CRM.

Lead Capture & Management

Workamajig makes it easy to pull leads in from every source and keep them organized in one place. Teams can:

• Connect the CRM to their website’s contact form to automatically capture new inquiries.
• Import lead lists from .csv files — handy for event attendees, list buys, and other batch imports.
• Pull in leads from external CRMs or marketing automation tools via API or Zapier.
• Add leads manually, like when a referral comes in, or a rep meets someone at a conference.

Every lead feeds into a centralized Leads Dashboard, where reps can track them in a single view and use filters to prioritize their nurturing efforts. For example, they can sort leads by source, owner, state, status, or any custom field to zero in on the leads they’re working with. Our handy “Neglected leads” view prevents leads from going cold by helping reps track prospects that haven’t been engaged in a specified date range.

As reps nurture leads, they can log every engagement and touchpoint using Conversations — Workamajig’s tool for tracking calls, emails, meetings, resources sent, and follow-ups. Our Gmail and Outlook integrations also pull in email threads so reps can reference past exchanges without digging through their inbox.

Once a lead is qualified, a single click converts it into an opportunity.

Opportunity & Pipeline Management

Qualified leads move to the Opportunities Dashboard, a visual, Kanban-style pipeline where each deal sits as a card in a column representing its current stage. Sales teams can drag-and-drop cards to move deals across different stages, so the dashboard always displays a real-time snapshot of where everything is.

The dashboard makes life easier for sales teams with:

• Fully customizable pipeline stages that match your agency’s actual sales process — “Proposal Requested,” “Verbal Agreement,” “Signed Contract,” or whatever you call your steps.
• Team management tools for assigning opportunities to specific reps, adding context for the deal owner, and setting stages and statuses.
• Opportunity overviews that surface big-picture details — age, timeline, projected revenue — so reps know which deals to prioritize.

As a deal develops, reps can store all the relevant details in Opportunity Cards, which capture probability, projected revenue, production and media costs (including margins), forecasted close date, months to bill, and outcome (Awarded, Lost, or Canceled, with a reason).

The full nurturing history lives right on the card, too, so reps can pick up exactly where they left off. When the deal closes, a few clicks convert the opportunity into a project or campaign — with every conversation, file, and estimate automatically carried over.

Sales Dashboards

Workamajig gives sales teams two complementary dashboards: a personalized daily hub and a pipeline-wide performance view.

The Today – Sales Dashboard is each rep’s central command center for staying organized and planning the week ahead. It brings together:

• Open activity conversations so reps can reference interactions and schedule follow-ups.
• Meetings and scheduling — meetings show in blue, time entries in green — with full calendar access to create new meetings on the spot.
• Time tracking for submitting timesheets and logging hours against projects, tasks, or services (handy for hours spent developing an opportunity).
• Favorited items, including opportunities, leads, and conversations.

A “Views” selector in the bottom-left lets reps pull up leads, contacts, companies, conversations, opportunities, or favorites, then organize the results using the same filters as the Leads and Opportunities dashboards — All, Neglected, Owner, and so on.

Alongside the personal view, the Sales Dashboard gives managers and reps a visual read on overall sales performance and a launch point for reports. At a glance, it shows:

• All active opportunities and their deal stages, so you can see exactly what’s in the pipeline.
• Neglected opportunities, with a breakdown of when each was last engaged, so reps can follow up before deals go cold.
• Sales performance for the month, quarter, and year, including how much has been closed so far.
• Favorites — any opportunities, Conversations, or other items reps have saved.

From here, clicking into a deal stage (like “Signed Contract”) or a saved item opens a full overview so you can drill down into the specifics.

Client Management Tools

Every contact, lead, and opportunity rolls up into a single company record that stores the essentials — names, titles, emails, phone numbers, source, owner, custom fields — alongside the full history of every interaction, file, and note. Sales, account managers, and delivery teams all pull from the same record, so everyone has the right context on hand.

Once a client is onboarded, Workamajig lets you set up a dedicated client portal (at no extra cost, with no cap on the number of client contacts you can invite). Clients can use their dedicated portal to:

• Submit work requests through project request forms.
• Track project progress across all active engagements, with real-time status updates.
• Share feedback by joining project conversations, responding to comments on deliverables, and starting threads.
• Access files and final deliverables from one central place instead of digging through email.

CRM Reporting Suite

All the information that your team captures on lead and opportunity cards feeds into our CRM reporting suite — featuring over a dozen out-of-the-box and custom reports — so you can accurately measure sales performance and pipeline health. For example, you can:

• Learn more about the types of leads you attract.
• Analyze earned vs. lost opportunities across a range of categories and timeframes.
• Evaluate where leads drop off and investigate the root cause.
• Get a quick read on where your sales team stands with snapshot reports, which show the number of clients and prospects at each funnel stage, current opportunities and their projected revenue, team activity metrics, forecasted resource needs based on pipeline data, and comparisons against previous periods and annual targets.

Our reporting suite includes a set of pre-built Contact and Opportunity reports — including our popular Win/Loss Analysis, Quarterly Performance Comparisons, and Sales Rep Activity Summaries. And when you need more specific insights, our drag-and-drop report builder lets you create custom reports from CRM datasets, including Company, Contact, Opportunity, and Activity.

Workamajig Project Management Suite

Once a deal closes, Workamajig’s project management suite gives PMs everything they need to plan the work, staff it, track progress, and steer it across the finish line.

Project Intake Tools

If your intake process doesn’t accurately capture all the right details and pass them downstream, it puts the rest of the project at risk. That’s why our system offers several intake paths to suit your workflows and ensure nothing slips through the cracks:

• CRM-to-project transfer. We covered this option above — it’s generally the smoothest way to take in new projects from won opportunities. It saves project teams from having to chase up sales (or the client) for all the details already captured during the nurturing phase.
• Project templates. Workamajig lets you create unlimited templates that include all the details for repeatable projects — such as predefined tasks, subtasks, milestones, estimates, resource allocations, timelines, and more.
• Project request forms. Existing clients can submit new work requests through forms in their dedicated portals. These requests show up on the PM’s Today dashboard, and after approval, they’re converted into projects.

Project Planning Tools

After project intake, Workamajig’s planning suite lets PMs tweak and finalize the plan, ensure estimates align, assign the right people, and account for any external help.

First, they can use our task management tools to check and refine the details captured at intake — tasks and subtasks, dependencies, estimates, allocations, etc. After kickoff, every team member sees their assigned tasks and due dates in Workamajig and is automatically notified when new ones are assigned, so managers don’t have to notify them individually about what to work on and when.

Then, PMs can move on to lining up the right people and partners for the work with our dedicated resource management and vendor management modules.

Resource Planning

Workamajig’s staff scheduling dashboard is the heart of our resource planning hub. It displays the full roster — each person’s scheduled hours, utilization percentage, and remaining hours to schedule — for any time window (week, month, quarter), all in one view. From here, managers can:

• Assign and manage work while viewing each resource’s allocations alongside their assignments.
• Track real-time availability by having team members connect their calendars (Google Calendar, iCal, Outlook), so PTO and other commitments flow into the scheduling view.
• Compare and rebalance workloads, e.g., by shifting work from those who are booked solid to similarly skilled teammates who are at 60%, keeping things fair and preventing burnout.
• Pull up unassigned jobs from the bottom of the dashboard so they can dish them out and ensure nothing gets overlooked.

Vendor Management

Most marketing projects involve some outside engagements — production vendors, print shops, media, freelance creatives — and Workamajig’s vendor management module lets you conveniently manage these relationships.

Managers can:

• Request quotes and compare vendors.
• Generate purchase orders and work orders.
• Track third-party costs against the project budget.
• Coordinate through dedicated vendor portals.
• Reconcile vendor invoices against POs. They can even send vendor payments online through our integrations with Edenred Pay and AvidXchange.

Time & Expense Tracking

Tracking time and expenses against the project record in real time is important because it tells you:

• Whether the project is currently profitable. If a project is at risk of overrun, you can intervene early and course-correct.
• Whether the revenue generated by a project or account justifies the effort. You can compare how much time each account consumes, how productive your team is, and how your billable utilization stacks up.

You can only do this if the data is accurate and up to date. That’s why Workamajig builds time and expense tracking into your team’s natural workflows, making it easy to consistently track these items as projects progress.

Time Tracking

For time tracking, the biggest hurdle is that it pulls people away from their natural workflows, which leads to problems like: (i) forgetting to log time, or (ii) not being diligent when they do (so the numbers aren’t always accurate).

That’s why our native time tracking lives right on the task cards people work from, so it becomes part of the natural workflow, and everyone can use whichever method they prefer to track time:

• Timers that record hours in real time as someone works.
• Direct entry from task cards, which auto-populates the necessary fields.
• Hours pulled from calendar events, once a professional calendar is connected.
• Grid-style timesheets for submitting hours the traditional way.

Workamajig also prompts users to enter time for their current task before moving on to the next, so they never forget.

As people submit their hours, Workamajig automatically calculates labor costs and updates the project budget in real time.

Managers can then approve timesheets or bounce them back with comments for corrections. Approved hours and billable labor rates flow downstream into the billing worksheets, so billable time is captured for project/campaign/client profitability (whether you bill actual time to the client or not) and on the client invoice.

Expense Tracking

Our native accounting software saves project teams from having to track costs in a separate system. Workamajig handles every type of agency expense:

• Vendor costs, via POs and vendor invoices tagged to the project.
• Mobile receipt capture, so someone can snap a receipt and tag it to the project on the spot.
• Expense reports and reimbursement workflows, with submissions and approvals.
• Credit card charges, pulled in through our Plaid connector.
• Media buys, with insertion orders tracked against budgets through integrations with Strata/FreeWheel, Mediaocean, Bionic, and GaleForceMedia.
• Multi-currency expenses, with automated exchange rates for agencies working abroad.
  
  

Because every cost feeds the same project record in real time, you don’t have to wait for end-of-month reconciliation to find out something’s gone sideways.

Real-Time Project Monitoring

Workamajig’s project monitoring dashboard lets PMs track every project in one place and catch issues early — while there’s still time to course-correct and, if needed, manage things on the client side (invoicing for unexpected costs, resetting timeline expectations).

Check it out below:

The dashboard gives a snapshot of the status and health of every active project:

• On the right, Gantt charts show each project’s current phase and progress against the timeline. Black progress bars show how far along each is, and PMs can color-code phases to provide even more visual context. Managers can also tweak the dashboard view, e.g., toggling from a day-by-day view to a quarterly one and filtering by client or campaign.
• On the left, a status breakdown uses icons and numbers to visually display project health, with columns for Financial Status, Project Timeline Status, Overall Status, Allocated Hours, Actual Hours, and % Complete. Our color-coded indicators show managers where each project stands: healthy (green), at risk of delays or going over budget (yellow), already behind schedule or over budget (red).

Workamajig continuously compares actual labor and expenses against the budget, recalculates margins, and updates each project’s financial status icon as the numbers move.

When something starts to drift, risk alerts appear on the monitoring dashboard and in the PM’s personalized Today – Project Manager page, while our system also notifies them by email.

The Today page also rounds up everything else a PM needs to stay on top of their schedule: items awaiting approval, projects with risk warnings, deliverables to review, conversations they’ve been tagged in, and the day’s task list — plus quick actions to review a request, approve a billing worksheet, reassign a task, or enter time.

Read more: 8 Tips for Managing a Project Budget (+ Budgeting Methods)

Change Management Tools

Change requests are one of those things that, if left unchecked, can seriously steer your projects off course.

By design, the creative workflow involves collecting feedback and iterative changes, but without a proper process in place, you end up with rogue requests and endless loops.

A good change management process brings structure to these requests and helps you manage their impact on budgets and timelines, while keeping all stakeholders aligned. Workamajig includes several built-in tools to help you out here:

• Change request forms standardize how new requests are submitted — whether from clients via the portal or from internal teams — and prompt users to specify their requirements, expectations, and context.
• Approval workflows that ensure requests are routed through the right decision-makers (PMs, account managers, whoever owns the call) and can be tailored to your process.
• Forecasting tools let you estimate the cost and timeline impact of a request before committing to any changes — including extra labor, deadline shifts, and which other work it might pull resources from.
• Change order estimates keep budget implications front and center as requests are managed.
• Project budgets and timelines are updated only after a change order is approved, so the project record always reflects the current agreed scope.

Workamajig also keeps a full record of these changes so PMs can see how scope, timeline, and budget evolved — separately tracking the original budget, the budgeted change order, and the current budget, plus full version history of any spec sheet that changed (who requested it, when, and what they asked for).

Read more: Best Practices to Avoid Scope Creep in Project Management

Project Collaboration Tools

Workamajig’s creative collaboration toolkit enables all stakeholders — project teams, freelancers, and clients — to work together effectively. Our system includes several tools that support the creative workflow and help project teams keep deliverables on track.

Each team member starts their day on a personalized Today dashboard that shows their tasks by priority, the conversations they’ve been tagged in, what’s due today, and what’s coming up. Then, from task cards, they can:

• Share files of any creative format (images, video, audio, design files, PDFs, HTML, and more) with full version history.
• Tag colleagues for feedback or context, with email notifications so people respond promptly.
• Start project conversations that everyone tagged on the project can join (including clients, when appropriate).
• Leave comments on tasks and deliverables, with the full thread automatically saved for later.
• Review files, compare versions side by side, and leave annotated markup directly on the asset with built-in proofing tools.
• Keep scope creep in check by capping the number of revision rounds per deliverable and setting approvals.

Clients can be looped in only on the steps that involve them, such as leaving feedback, joining review rounds, approving final assets, and downloading finished work.

Project Portfolio (Campaign) Management

When you’re running more than one project for a client, managing each separately scatters context, creates duplicate work, and leaves you without a single view of how the account is doing. Workamajig’s Campaigns feature solves this by linking multiple projects under a single portfolio.

Each campaign combines all the tasks, schedules, estimates, files, expenses, and reporting from every linked project, so you can:

• Centralize file sharing in a single repository accessible across the entire portfolio.
• Track all deliverables across the portfolio, including their status (what’s been delivered vs. what’s in progress).
• Manage the full schedule in one place, with the option to update tasks across linked projects from a visual, centralized campaign view.
• Build a centralized campaign budget, either by (1) rolling up linked project budgets or (2) building an independent one based on services and committed hours — useful when not every project is fully scoped yet.
• Monitor real-time budget burn across the whole portfolio, with the option to drill into individual project budgets.
• Centralize billing by combining multiple projects on one client invoice or using mass billing to generate individual invoices in a single click.
• Evaluate profitability at the campaign level to understand the performance of the overall client engagement.

Learn more: Best Campaign Management Software for Agencies & Creatives

Workamajig Accounting Software

Accounting tasks are among the most time-consuming, non-billable categories of work that agencies regularly have to handle.

We’ve worked with teams that previously spent hundreds of hours cleaning up duplicate data, reconciling vendor bills, chasing down receipts, and getting all the details together for accurate client invoicing.

The main reason why these workflows slow your team down is that they’re scattered across systems — the work you’re doing lives in a project or agency management system, time and expense tracking happens somewhere else, then reconciliation and invoicing happen in QuickBooks, Xero, or another third-party accounting software.

Workamajig streamlines these workflows by bringing everything together in a single system. Our complete accounting system lives within the same platform as your CRM, project management, and client portals, so financial, project, and client data all update together in real time. Receipts get captured on the spot, vendor bills and media buys sit alongside the projects they belong to, and there’s nothing to export or reconcile after the fact.

Billing teams see the full picture right inside the project record, which means invoices go out accurately the first time and your reporting reflects what’s actually happening.

The system handles everything a standalone accounting tool would:

• Complete GL accounting — a full chart of accounts, journal entries, and financial statements.
• Vendor invoice management — reconciling vendor bills against purchase orders, work orders, and receipts.
• Support for all project billing methods — time and materials, retainer, media, fixed fee, prebilling, work-in-progress (WIP), and advance billing.
• Multi-currency and multi-entity accounting — for agencies serving international clients or operating across multiple offices and legal entities.
• Sales tax automation via Avalara — generating accurate tax rates on client invoices.
• Cash flow projections, revenue forecasting, and a full suite of P&L reports — so leaders aren’t waiting on a separate system to know where the agency stands.

Today – Accounting

Like every role in Workamajig, the finance team gets a personalized Today dashboard to plan their daily work.

They can see bills to reconcile, worksheets awaiting action, and payments to record. The dashboard pulls live data from across Workamajig’s agency management suite, so the numbers are always up to date. That means a vendor invoice received or a billing worksheet approved an hour ago is already reflected.

They can also generate billing worksheets, track the status of ones already in motion, send invoices, log payments, and follow up on outstanding receivables — with all the context they need already in view.

Project Billing & Client Invoicing

Workamajig supports every billing method agencies typically use — fixed fee, time and materials, retainer, advance, prebilling, work-in-progress, and media — so however you’ve structured a client engagement, we’ve got you covered.

Before any invoice is issued, users generate a billing worksheet, either based on transactions or on a percentage of the project budget. The worksheet comes pre-populated with all relevant project details and line items, and then routes to the appropriate decision-maker for review. They can:

• Verify everything that should be on the invoice is there.

• Write off items that shouldn’t be billed (overruns the agency is absorbing, courtesy adjustments, and the like).

• Transfer costs between projects or campaigns when something landed in the wrong place.

• Round entries up or down to match what was negotiated with the client.

Once approved, the worksheet routes back to the billing team for final invoice generation. If you’ve got our integration with PayFlowPro/Authorize.net set up, you can also include links for the client to pay online by credit card or ACH when you send the final invoice.

Workamajig Complete Reporting Suite

Project Reporting

Workamajig offers a range of project reports to help managers evaluate profitability, catch issues, and improve future planning:

• Project budget analysis compares estimated vs. actual costs across all active projects and, by default, groups them by client — so you can quickly spot where spend is drifting from the plan and on which accounts.
• Project recap analysis breaks down the full financial picture after a project closes: what was estimated, what was spent, where overruns happened, and the final margin. It’s the report teams lean on to sharpen future estimates and ground the next round of pricing conversations in real numbers.
• Project P&L reports (detailed and multi-view) go beyond estimates vs. actuals and also factor in overhead allocations. They display revenue weighed against all costs (labor, outside, and inside) to show each project's net profit and margin. The multi-view version lines up side by side so you can compare profitability across the portfolio, while the detail view drills into a single project's transactions.

Agency Insights

Workamajig's Agency Insights dashboard shows where your team's time actually goes — and once you read that picture against profitability reports, you know exactly where to adjust pricing, scope, or staffing to protect your margins.

Out of the box, the dashboard displays year-to-date hours broken down by client, account manager, and service, along with a look ahead of what everyone's scheduled to work on in the coming days.

You can also slice the data by project, department, or individual — and because every chart is built straight from the project hours your team logs, what you're looking at always reflects what's happening on the ground.

Those breakdowns let you track patterns and catch issues:

• By service — the YTD Hours by Service shows which services soak up the bulk of your team's hours and which use the least resources. If a low-priced service is taking up a large share of capacity, that's your cue to investigate and make a change.
• By client — cross-referenced with the Client P&L, hours-by-client lets you catch accounts where the effort going in doesn't match the revenue coming out, so you can renegotiate scope or rates to boost profitability.
• By account manager, department, or person — utilization views show who's overloaded and who has room, which helps you make strategic staffing decisions and keep billable utilization where it needs to be.

Financial Reporting Suite

Workamajig’s reporting suite also features dozens of reports for evaluating your agency’s financial health and profitability. Some of our most popular reports include:

• Profit & loss reports — Workamajig produces P&Ls at four levels: corporate, client, project, and campaign. Each weighs revenue against all associated costs to show net profit and margin so that you can see exactly which clients, projects, and campaigns make money and where you might be losing money.
• General ledger — shows everything currently posted to your GL accounts and how those entries roll up into each balance. Run it across all activities or a date range, and filter down to a specific account or transaction type.
• Statement of cash flows — tracks the cash moving in and out over a period, derived from the changes in your balance sheet accounts, so you can see how activity translates into actual cash. And its forward-looking companion, the cash projection report, starts from your bank balance and nets expected client payments against vendor payments by due date to project where cash will land.
• Revenue forecasting — a collaborative forecast that pulls together your real pipeline and delivery data (opportunities, estimates, billing and project schedules, recurring invoices, retainers, and campaign budgets) and weights each item by how firm it is. Once finalized, it can feed straight into a financial budget.
• WIP analysis — breaks down work-in-progress balances by project, with the option to age unbilled amounts, so you can see how much billable time and cost is sitting uninvoiced and how long it's been waiting.

While these reports work out of the box, our reporting suite is also highly customizable. You can add filters, adjust data by different dimensions, restyle reports, and build new ones from scratch by mixing and matching data sources — then save your most-used reports as favorites for quick access from your dashboard.

The suite also includes a Key Metrics Monitor for tracking the numbers that matter most over time; your account manager can help configure the right KPIs for your agency and revisit them as your needs change.

Learn More About Workamajig

We offer packages for agencies and in-house marketing teams. Packages are based on team size, with options for teams at all growth stages:

2. Function Point

Function Point is another agency management system that combines project, resource, client, and financial management under one roof. It mainly serves creative and marketing agencies, with over 500 clients worldwide, and boasts a simple, intuitive interface.

FP’s feature set is pretty comprehensive overall, and many users praise its financial and client management tools, including sales pipeline tracking, automated invoicing, and a dual-estimate capability (so teams can conveniently generate both internal and client-facing invoices). Users also mention that the vendor’s customer support is super responsive and helpful.

However, Function Point has two key limitations that apply to the agency management tools below, too:

• It lacks native accounting software, so you have to pay separately for (and integrate) QuickBooks to support those workflows. FP’s packages are already on the higher-end side, so the total costs add up quickly.
• It doesn’t have media planning tools or media buying integrations, so you have to manage those costs and tools separately.

Find more Function Point reviews here.

Key Features

• Client management tools, including estimates, proposals, change orders, revision tracking, and job request portals
• CRM and email integrations
• Project templates
• Project management dashboards
• Project tracking and monitoring
• Team collaboration, including file sharing and commenting
• Resource management
• Time tracking
• Financial management, including expense tracking
• Billing and invoicing
• Business intelligence reports, including profitability reports and custom reporting
• Integrations with accounting systems like QuickBooks and other business applications

Pricing

FunctionPoint offers two simple plans that include its complete agency management suite. The main difference is that the higher tier includes BI Reporting and QuickBooks integration:

• Standardize: $58/user/month
• Optimize: $68/user/month

Read more: Function Point Reviews & Alternatives

3. Productive

Unlike Workamajig and Function Point, Productive isn’t specifically geared towards marketing and creative agencies; it serves a wide variety of small- to mid-sized agencies and other service businesses, from accounting firms to consultancies.

Productive’s agency management suite generally includes the same breadth of features as Function Point, with project management, resource and capacity planning, time tracking, CRM, billing and invoicing, budget tracking, and financial reporting tools all rolled into one.

These features are all tightly integrated, ensuring data flows seamlessly across the system. For example, sales teams can reference estimates, rate cards, and even resource forecasts when they’re generating quotes. And project managers can tweak factors such as assigned resources or service rates using Productive’s Scenario Builder to compare potential project outcomes.

Teams especially love Productive’s comprehensive collaboration toolkit, featuring a standout AI-powered docs tool for planning, recording notes, and sharing knowledge with other team members.

However, like Function Point above, Productive doesn’t include full accounting software (you have to integrate it with QuickBooks). Many users also report software bugs that disrupt and slow workflows.

Check out more Productive reviews here.

Key Features

• Project management
• Resource planning
• Budgeting
• Billing
• Sales CRM
• Time tracking
• Reporting
• Documents (to create shared docs & collaborate with teammates)
• Open API (to integrate with outside systems)
• Mobile apps for iOS & Android

Pricing

Productive offers four pricing tiers, billed per user:

• Essential ($12/user/month): Core project management, time tracking, budgeting, expense management, and a single-pipeline sales CRM.
• Professional ($29/user/month): Adds rate cards, recurring budgets, retainer management, advanced reports, billable time and expense approvals, invoicing integrations, and three CRM pipelines. Productive provides custom quotes for teams requiring more than 49 seats.
• Ultimate (Custom): Adds revenue forecasting, scenario planning, multi-subsidiary support, HubSpot integration, advanced time tracking, and five CRM pipelines.
• Enterprise (Custom pricing, 50+ users): Adds volume discounts, a dedicated account manager, on-premise onboarding, SCIM provisioning, and enforced SSO.

All plans require a 3-seat minimum. Productive also offers a 14-day free trial plus free client logins (clients can be added to projects without taking up paid seats).

Read more: Best Productive.io Alternatives for Agencies

4. Scoro

Scoro positions itself as a professional services automation (PSA) solution, which is a system that automates all aspects of a service business’s day-to-day operations. In practice, it has the same core capabilities as an agency management system — including project management, resource planning, time tracking, quotes and estimates, CRM, client collaboration, financial management, and agency reporting tools.

Users especially praise Scoro’s:

• Extensive support for managing outside users. While it doesn’t feature a dedicated vendor management module like Workamajig, Scoro lets users create vendor and client profiles, communicate with outside users, generate purchase orders, and link vendor bills to POs. Users also love Scoro’s “Supplier Report” because it conveniently brings all their purchases (and the vendors they’re linked to) into a single view.
  

• Powerful financial management tools. Although it doesn't offer full accounting software,Scoro features several convenient financial management tools — estimates, budget tracking, billing and invoicing, and financial reporting. It also includes more advanced capabilities such as multi-currency, multi-entity, and multi-office support; online payment collection (through Stripe); and a quote-estimation matrix to compare quotes and choose the most profitable ones.

One thing to keep in mind with Scoro is that its subscription plans aren’t straightforward, so make sure you read the fine print and see exactly what’s included in each plan. While the top standard package (Performance) unlocks the full agency management suite, many tools are still sold separately as add-ons, such as scheduled invoicing & bills, customer portals, multiple entities, and several integrations.

Read more Scoro reviews here.

Key Features

• Project management
• Resource planning
• Time tracking
• Collaboration tools
• Quoting and budgeting tools
• Invoicing
• Cost management
• Retainers
• Sales CRM
• Reporting

Pricing

Scoro offers three standard plans (billed per user) with a five-user minimum per subscription:

• Core ($23.90/user/month): Provides basic access to Scoro’s project management suite but lacks essential financial and client management tools.
• Growth ($38.90/user/month): Unlocks more extensive financial management tools, including role-based labor costs, project budgets, multi-currency support, and detailed financial reports.
  
• Performance ($59.90/user/month): Scoro’s recommended tier for agencies. It unlocks the CRM and provides access to all of Scoro’s essential project, financial, and client management tools.

Scoro also offers custom enterprise packages with more advanced features, such as WIP reporting, company-wide budgets and forecasts, SSO, multi-account reporting, and user provisioning.

Read more: Best Scoro Alternatives for Agencies

5. Teamwork

Teamwork is an app-based agency management system, meaning it relies on various third-party integrations to support the full scale of agency operations.

The system’s native feature set includes project management, resource planning, client collaboration, time tracking, project budget tracking, billing & invoicing, and financial reporting tools. You’ll need to integrate it with apps like QuickBooks Online, Xero, FreshBooks, HubSpot, or Salesforce to support accounting and CRM workflows, respectively.

One thing Teamwork excels at is keeping clients engaged throughout the project lifecycle via a suite of client communication and collaboration tools. It’s also pretty thorough on the time and budget management side — users can set a budget based on hours or dollars, then track usage in real time as actuals are logged. Managers are automatically notified when usage approaches the limit, and they can use the dashboard to track how their agreement compares to contracted hours.

Users praise Teamwork’s ease of use, simple interface, and relatively straightforward onboarding experience. However, it’s worth noting that many essential Teamwork features are locked behind the highest plans (which have custom pricing). And after you factor in separate CRM and accounting software costs, the monthly stack subscription gets pretty high.

Find more Teamwork reviews here.

Key Features

• Project management tools & customizable project monitoring dashboards
• Project intake forms
• Project templates & automation tools
• Resource & workload management
• Client management
• Expense management
• Budgets
• Invoicing
• Retainers
• Time tracking
• Collaborative tools for teams, including proofs, annotations & file sharing
• Reporting dashboards
• Integrations (including with martech tools)
• Mobile apps for iOS & Android

Pricing

Teamwork.com offers a free plan, three standard packages, and custom enterprise plans:

• Free (up to 5 users and projects): Includes basic task management tools, multiple project views, and time logging.
• Basics ($13.99/user/month): Teamwork’s entry-level plan for small teams and freelancers, featuring intake forms, project templates, client collaboration tools, and 5,000 automations.
• Accelerate ($29.99/user/month): Unlocks resource management features, utilization insights, time budgets, basic invoicing, retainer management, and HubSpot and QuickBooks integrations.
• Optimize (Custom): The recommended plan for marketing agencies that unlocks all of Teamwork’s essential project, resource, and financial management tools, including profitability tracking, multi-currency budgets, client-ready quotes, and more.
• Enterprise (Custom): Unlocks SSO, advanced security policies, dedicated infrastructure, custom branding, and more comprehensive support (including a dedicated success manager plus 10 hours of technical implementation services).

All paid plans include a 30-day free trial. You can also add clients and other outside users to Teamwork at no additional cost.

Read more: Best Teamwork Alternatives for Creatives & Agencies

Marketing Strategy Tools

The tools below help you plan which channels you want to market on (social media, Google Search, email marketing, etc.), how to reach your target audience, and the best way to engage them.

• Semrush is a digital marketing strategy platform — now owned by Adobe — that supports a range of initiatives, including keyword research, rank tracking, backlink analysis, SEO, social media management, pay-per-click advertising, content optimization, and more. It's added a significant AI layer in recent years: Semrush Copilot is a free AI assistant built into every account that surfaces prioritized recommendations across your campaigns, and the AI visibility toolkit tracks how your brand appears in AI-generated results across ChatGPT, Google AI Overviews, Perplexity, and Gemini. It offers a robust suite of features but is generally intuitive and easy to use.

Read reviews of Semrush here.

• Ahrefs is another popular strategy tool for content marketers and SEOs, offering keyword research, competitor analysis, rank tracking, backlink tools, a site audit feature, a content explorer, social media management, and a brand radar for tracking visibility in LLMs.

Read reviews of Ahrefs here.

• SpyFu is a popular competitor keyword research tool that lets you "spy" on your competitors. It provides various tools to analyze competitors' strategies, revealing what keywords they target in search marketing campaigns and what performs well for them. It's also added SpyGPT, which tracks how your brand appears in ChatGPT-generated responses — useful for monitoring AI search visibility alongside traditional competitive research.

Read SpyFu reviews here.

• SEO PowerSuite is a popular technical SEO tool for site audits and resolving website performance issues. It includes backlink analysis, a LinkAssistant for automating link-building campaigns, and a rank tracker.

Read reviews of SEO PowerSuite here.

• HubSpot is a software giant offering solutions for digital marketing, CRM, CMS, customer service, B2B commerce, and operations. Its tools integrate seamlessly, making it a popular choice for building tech stacks for businesses of all sizes. AI has become a bigger part of the platform in recent years through Breeze, HubSpot's AI layer that runs across hubs — handling everything from surfacing deal insights and drafting follow-ups to enriching CRM data and powering a marketing assistant that helps with campaign strategy.

Read HubSpot reviews here.

• Honorable mention: Backlinko, founded by Brian Dean (and now acquired by Semrush), was originally an SEO blog but has since evolved into a platform offering a range of tools and resources for SEOs. The site includes a free keyword research tool and helpful articles for digital marketers to learn about different topics and strategies. It’s a great resource for beginners and digital marketers who want to stay current in an evolving industry.

Read more about Brian Dean & his SEO background here.

Social Media Management

These tools help marketers save time on the operational side of social media marketing — planning content, scheduling posts, dissecting analytics, and building reports — so they can prioritize more strategic work.

• Sprout Social is a robust social media management platform that offers social listening, tools to publish and schedule posts across social media platforms, engagement analytics, reporting dashboards, and more. It's also added AI Assist, which provides real-time sentiment analysis across mentions and messages and can generate response suggestions for community management and customer service teams. It's slightly pricey but popular with mid-size and larger agencies — Sprout Social even works with brands like McDonald's and PepsiCo.

Read Sprout Social reviews here.

• Hootsuite is popular among social media marketers because it allows them to curate and schedule posts across all channels. It includes a trendspotter and other tools to help spark inspiration during content creation, and its OwlyWriter AI tool can generate captions, repurpose top-performing posts, and suggest posting schedules based on audience engagement patterns. Hootsuite (and Buffer below) are more popular with smaller digital marketing agencies and in-house social media managers.

Read Hootsuite reviews here.

• Buffer is similar to Hootsuite in that its primary purpose is to help social media teams create and schedule posts across all their platforms. It includes a helpful content calendar to visualize and plan postings, team collaboration tools, analytics to monitor engagement, and a built-in AI assistant for content ideation and caption writing. It's a particularly clean, lightweight option for smaller teams who don't need the fuller feature sets of Hootsuite or Sprout Social.

Read Buffer reviews here.

Email Marketing Tools

These tools let you set up automated email campaigns, run newsletters, build email lists, and create an engaged, owned audience.

• Constant Contact is a popular email marketing solution for customer acquisition and contact base growth. It includes lead-generation tools and automation to schedule emails (newsletters and recurring messages, such as birthday messages). It also provides a social media management suite, integrations with CRM and other marketing applications, and payment processing tools. It’s user-friendly and well-liked by smaller agencies, but a little more expensive than comparable solutions.

Read Constant Contact reviews here.

• Intuit Mailchimp is a comprehensive email marketing software with tools to create audiences, build email lists, schedule emails, automate workflows, and review engagement metrics. It also offers advanced tools for designing more attention-grabbing emails and creating landing pages. Mailchimp has invested heavily in AI and omnichannel in recent updates — notably Analytics AI. This conversational agent lets you query your campaign and audience data in plain language to get actionable insights without building manual reports, and now offers expanded SMS marketing across 37+ countries. Plans are reasonably priced at smaller list sizes, but costs can escalate quickly as your contact count grows.

Find Mailchimp reviews here.

• ActiveCampaign is an AI-first marketing automation and CRM platform that helps businesses build and manage cross-channel campaigns across email, SMS, and WhatsApp. It offers tools for organizing a contact book, building audiences, creating and scheduling email campaigns, measuring engagement, and improving customer relationships — with a particularly strong automation builder for creating complex, multi-step customer journeys. The plans are more affordable and typically popular with small teams, though the platform scales well for growing businesses that need more sophisticated workflows.

Read more about ActiveCampaign here.

Pay-Per-Click (PPC) Management

Google, Bing, Facebook (Meta), Instagram, Amazon, etc., all include PPC management tools so you can create and manage the campaigns on their platforms. However, you may be interested in the names below if you’re managing PPC campaigns across multiple sites.

• Optmyzr is a popular solution for managing Google, Bing, Amazon, and Facebook ads. It provides campaign tools, automation, and analytics to measure campaign performance. It features a Magic Quadrants Insights tool that provides a bird's-eye view of account performance across all channels, as well as an auditing tool to measure campaign and account health. Plans start at $249/month, making it better suited to mid-size and larger agencies managing significant ad spend.

Read Optmyzr reviews here.

• AdEspresso (by Hootsuite) allows teams to create, manage, and analyze PPC campaigns across Facebook and Instagram, and is especially popular among teams with a social media focus. It provides collaboration features to create campaigns, automated optimization to improve budgeting, A/B testing, and a user-friendly reporting suite. It helps you better understand your ideal audiences so you can improve targeting and campaign performance. AdEspresso offers packages and pricing for teams of all sizes.

Check out AdEspresso reviews here.

• Adzooma helps businesses manage powerful PPC campaigns on Google, Microsoft, and Facebook. It provides a user-friendly dashboard to view your accounts, create campaigns, and monitor real-time performance. It provides campaign optimization and automation to help shift and maximize budgets. It also includes a reporting dashboard and AI-powered insights, including pointers on improving campaigns.

Find Adzooma reviews here.

You may be interested in Opteo for managing Google Ads or Helium 10 for managing Amazon ads.

Content Marketing & Optimization Tools

The tools below are useful for creating optimized content for blog posts, landing pages, and other website resources. In addition to these tools, we always recommend using Grammarly (it’s free!) to double-check your spelling and grammar and improve your writing.

• Clearscope is a top-rated content optimization tool with user-friendly SEO reports that guide writers through the outlining, drafting, and editing stages. Beyond single-keyword optimization, it includes a Topic Exploration feature to map out full content clusters and a Content Inventory tool to monitor published content and flag pages that need refreshing. Clearscope is popular for its ease of use; reports provide suggested outlines, topics to cover, and terms to include, and the term lists aren't overly long, so content doesn't sound keyword-stuffed post-optimization. It's also added AI visibility tracking to show whether tools like ChatGPT and Gemini are citing your content. It offers budget-friendly pricing for individuals and teams of all sizes.

Read Clearscope reviews here.

• Frase is a content optimization platform that uses SEO reports to guide and streamline content creation. It includes content briefs, a content editor, and an AI writer to support all stages of the writing process (though the AI writer is still considered hit-or-miss quality-wise). The bigger addition in recent updates is dual SEO and GEO scoring, which optimizes content for both traditional Google rankings and visibility in AI search tools like ChatGPT, Perplexity, and Gemini — handy as AI search continues to grow. It also includes AI visibility tracking to monitor where your content appears in AI-generated answers. Paid plans start at $49/month.

Find Frase reviews here.

• Moz Pro offers SEO reports to guide content creation and check other on-page SEO elements. It also offers a robust feature set to support pre- and post-writing workflows, including keyword research — now with AI-powered keyword grouping by search intent, content gap analysis, rank tracking, and link-building tools. It also includes a site audit tool to diagnose technical SEO issues. Moz's starter plan is $49/month (with more advanced plans costing up to $299/month) and is more popular with mid-size and growing agencies.

Read insights from Moz Pro users here.

Graphic Design Tools

Use these tools to design creative assets, build a shared repository, collaborate with other team members, and save time with built-in AI.

• Canva is a popular graphic design tool that allows users to create and share a wide range of media and graphics. It's user-friendly, so even those without graphic design experience can create polished content. Canva provides templates for social media graphics, in-line imagery, posters, presentations, and other business documentation, as well as free-form tools for creating designs from scratch. It's also added a suite of AI tools, including an AI assistant and an AI image generator, that let you create designs, visuals, and elements from a simple text prompt. For teams that need more advanced design capabilities, Canva acquired the professional design suite Affinity, which integrates directly with the platform. Canva offers a limited free plan, affordable paid packages for individuals and teams, and Canva Enterprise.

Find Canva reviews here.

• Adobe is a well-known name offering dozens of software solutions, including top-rated graphic design tools. Adobe's Creative Cloud includes tools like InDesign, Fresco, Illustrator, Photoshop, and Lightroom for graphic designers and photographers. For users without a design background, Adobe Express offers a simplified design tool similar to Canva. Adobe Firefly is their AI generator, now covering image, video, and audio creation, and is deeply integrated across Creative Cloud apps. Adobe solutions are typically more expensive.

Read Adobe Creative Cloud reviews here.

• Procreate is a digital art app used to design everything from brand logos to illustrations, sketches, artwork for merchandise, animations, and more. It's different from Canva and Adobe because it's available on iPad and iOS, so that you can create designs on your tablet or mobile device rather than on a desktop or laptop. Procreate is easy enough for all creative professionals to try their hand at design, yet it also offers more advanced features for skilled designers. For those working with animation, Procreate Dreams is a companion app that provides a full suite of animation tools — Procreate Dreams 2 expanded these significantly with a more advanced timeline and improved motion features.

Learn more about Procreate here.

Digital PR Software

Find the best opportunities to get the word out about your brand with these dedicated PR solutions.

• Muck Rack offers a centralized platform for managing PR workflows and keeping up with the latest trends. It's used by PR professionals, journalists, and content creators, supporting everything from researching and pitching to reporting. It includes a media database to search for up-to-date information about journalists and content creators (covering digital, broadcast, print, podcasts, newsletters, and social media); tools to create personalized pitches, track engagements, and manage follow-ups; and dashboards to monitor press mentions and news that affects your brand. AI features have become a bigger part of the platform in recent years — notably a Media List Agent that automatically assembles tailored journalist lists based on your campaign goals, and Generative Pulse, which tracks which journalists and outlets are shaping what AI tools say about a given topic. Muck Rack also added press release distribution via a partnership with GlobeNewswire. Pricing isn't publicly shared, but reviews suggest the platform primarily works with enterprises.

Read Muck Rack reviews here.

• Buzzsumo is a popular tool used by PR professionals, journalists, and other content creators. Users can discover and track new trends, uncover content ideas, connect with influencers, monitor brand mentions across online channels, manage outreach campaigns, and create personalized pitches for journalists (it even includes an AI pitching tool to speed up this process). Their network contains over 300 million online influencers and includes handy stats such as follower counts and retweet ratios to gauge engagement. Buzzsumo pricing starts at $199/month and may be expensive for small businesses.

Read Buzzsumo reviews here.

• Cision is an AI-powered PR platform — now consolidated under CisionOne — that helps businesses understand, influence, and amplify their stories. It's one of the most comprehensive global monitoring solutions, with over 100 million sources from 190+ countries, and includes a database of over 850k journalists, outlets, and opportunities, as well as over 1 billion social profiles. CisionOne brings traditional media monitoring, social listening, and press release distribution together in a single unified dashboard, with AI features throughout — including tools to flag potentially harmful coverage and surface actionable insights from media data. Cision also owns Brandwatch, a social listening and consumer intelligence platform that integrates with CisionOne for deeper social insights. Cision primarily works with Fortune 500 companies and is on the expensive side.

Read Cision reviews here.

Reporting & Digital Analytics Tools

There are countless reporting and analytics tools, and most software solutions include native reporting dashboards to monitor your work and campaigns. For example, most of the tools listed above include reporting functionality.

However, some broader solutions connect with multiple sites and software to collect various data points.

• AgencyAnalytics integrates with 70+ data sources to consolidate marketing reporting. It includes comprehensive dashboards, drag-and-drop report builders, automated reporting, and more. AgencyAnalytics also provides a range of SEO reports to monitor traffic, rankings, and website health. You can customize reporting dashboards with branding elements like logos and custom colors. More recently, AgencyAnalytics has added a suite of AI features, including anomaly detection, predictive forecasting, industry benchmarks, and an Ask AI tool that lets users query data in plain language without having to build custom reports. AgencyAnalytics offers a range of pricing options.

Find AgencyAnalytics reviews here.

• WhatConverts is a popular lead-tracking and management solution that monitors calls, form fills, and chats to capture new lead details. The platform is particularly popular for call tracking, including phone call recording and keyword-based tracking for PPC ads. WhatConverts provides reports on traffic sources to identify origins of leads, as well as advanced tools to manage, sort, and qualify leads. It also includes Lead Intelligence, which automatically qualifies and categorizes leads based on 70+ data points — such as keywords in call transcripts, landing pages, and campaign names — eliminating the need for manual lead scoring. Its comprehensive reporting dashboard includes a metrics explorer, custom reporting, and automated reporting — it also lets you customize reports and dashboards with brand elements. WhatConverts offers a variety of plans and is affordable for individuals and teams.

Find WhatConverts reviews here.

• Mixpanel analytics software provides insights into how users interact with products, websites, and mobile applications. You can connect and stream data from a variety of sources, specify the events you want to track, create custom reports, and monitor user interactions in real time. Mixpanel caters to more than just media and marketing teams; it also works for SaaS, customer technology, financial services, and health and wellness brands. It helps you learn more about your customers and the customer experience, make more data-driven decisions when improving products or changing your websites and apps, and identify new trends. Mixpanel also includes Spark AI, which lets users ask natural-language questions about their data and receive structured report outputs without building custom segments. Mixpanel offers a free plan covering up to 1 million monthly events — a significant allowance that suits most early-stage products — a paid Growth plan starting at $24/month, and custom enterprise packages.

Read Mixpanel reviews here.

• RedTrack is an all-in-one performance marketing analytics platform that helps businesses track, attribute, automate, and scale their marketing campaigns. It connects with 200+ channels — search engines like Google and Bing; social media sites like Facebook, TikTok, and Snapchat; business applications like CRMs and call trackers; e-commerce platforms like Shopify and Magento; affiliate networks like Digistore and BuyGoods; and more — to centralize and simplify campaign reporting. RedTrack has robust reporting dashboards to track user engagement, conversions, and revenue, providing real-time metrics. It also includes an AI Copilot that identifies matching campaigns and applies requested changes using attribution data, thereby reducing manual campaign management. It's considered one of the best marketing analytics tools available, and pricing starts at $149/month.

Read RedTrack reviews here.

• Google Analytics (now GA4) is a free tool for monitoring website performance and conversions. It allows you to measure website traffic in various ways, view traffic sources, create conversion events, learn about your audiences, and set custom reports to track the KPIs most important to your agency. Though Google Analytics is free, it can take some work to learn — GA4, in particular, represents a significant shift from older versions of the platform, with a new event-based data model and an updated reporting interface. Google offers free courses on the program, but many agencies hire external GA consultants to create the reports they need.

Find Google Analytics reviews here.

FAQs on Marketing Agency Software

What software do marketing agencies use?

It depends. Marketing agencies generally have a tech stack that’s tailored to their needs — operational, strategic, client-service-related, etc.

For managing their day-to-day operations, marketing agencies generally use a combination of the following tools:

• Project management
• Resource management
• Vendor management
• Media planning
• Time and expense tracking
• Client relationship management (CRM)
• Accounting
• Financial and agency reporting

They might either pay for separate systems (e.g., Monday, HubSpot, and QuickBooks) and integrate them, or opt for a fully integrated agency management system (like Workamajig) that offers all these tools under a single subscription.

Then, marketing agencies may use a range of different tools for both their own marketing efforts and for servicing clients, including:

• Marketing strategy tools
• Social media management tools
• Email marketing tools
• PPC and ads management software
• Graphic design tools
• Reporting and digital analytics tools
• And many more

What is marketing agency management software?

Marketing agency management software brings your people, processes, clients, and finances into a fully integrated system, so you can effectively manage all your daily operations. These solutions combine project management, resource planning, time tracking, expense management, real-time project monitoring, billing and invoicing, and financial reporting tools under one roof.

How can marketing agency software improve profitability?

Marketing agency management software can improve profitability by:

• Optimizing billable utilization. Idle capacity and misallocated staff are a direct loss of margin. Resource-planning tools show who's overbooked and who's underutilized, letting you rebalance work, avoid both burnout and bench time, and staff projects based on actual demand.
• Plugging revenue leakage. Hours worked but never logged, and costs that never make it onto an invoice, are pure lost margin. Time tracking built into the tools people already use, mobile expense capture, and billing worksheets that pull every transaction tied to a project mean far less billable work slips through uncaptured.
• Containing scope creep. Unbilled revisions and rogue requests can quickly derail your project margins. Change management tools turn scope changes into billable change orders (or at least force a conscious decision), and revision caps keep endless feedback loops from eating your profit.
• Catching overruns in time to act. Real-time budget monitoring flags projects at risk of overruns while you can still re-scope, reassign, or bill the client, rather than discovering the loss at month-end when nothing can be done.
• Pricing and estimating from real data. Post-project recaps and budget analysis show what work actually costs vs. what you quoted, so you stop systematically underpricing. Service-level profitability reveals which offerings make money and which to reprice or drop.
• Seeing which clients and services actually pay. Client P&L and utilization-by-client reporting expose accounts that appear busy but aren’t generating significant revenue. That lets you renegotiate, restructure, or part ways, and concentrate effort on the work that drives profitability.
• Cutting admin overhead and tool sprawl. Every hour spent reconciling spreadsheets, re-keying data between disconnected systems, or chasing approvals is non-billable overhead. Consolidating CRM, project management, accounting, and reporting into a single platform removes the manual drag (and the cost of multiple subscriptions), freeing people to focus on billable work.

What is the best marketing agency project management software?

The best marketing agency project management software offers all the tools you need to manage project activities, internal and external stakeholders, resources, project finances, scope creep, and reporting under one roof. So these systems feature:

• Project intake tools to ensure all details are accurately captured up front.
• Project planning tools to finalize project details, manage resource schedules, assign tasks, balance workloads, and manage vendors.
• Time and expense tracking to track hours and costs within project workflows.
• Real-time project monitoring that updates project timelines and budgets as they progress.
• Proactive risk alerts to help PMs catch bottlenecks and overruns early.
• Change management tools to ensure requests are standardized and follow the appropriate approval workflows.
• Project collaboration tools to help all stakeholders work together, share and collect feedback, and communicate within project workflows.
• Project portfolio management to conveniently manage all related projects (e.g., by client) in one place.
• Extensive project reporting tools for analyzing budgets, finances, and project performance from different perspectives.

All-in-one project and agency management systems like Workamajig, Function Point, and Productive check all of these boxes.

You can check out more of the best marketing project management software in our detailed guide.

What is the best email marketing software for marketing agencies?

There are dozens of email marketing platforms available, so choosing the right one for your needs can be tricky. ActiveCampaign, Constant Contact, and Mailchimp are some of the most popular choices for marketing agencies.

• ActiveCampaign is especially strong for marketing automation, with a visual workflow builder, built-in CRM, and reliable deliverability. It’s a good fit if you're running sophisticated, behavior-triggered, cross-channel campaigns at scale.
• Constant Contact is known for being easy to use. It offers an Agency Partner Program with a centralized portal for managing multi-client campaigns, referral commissions, and exposure to potential clients. It’s especially handy for agencies serving nonprofits, associations, or event-based clients.
• Mailchimp is a popular, universal email marketing tool with a broad range of templates, automation, and a partner program that scales from simple newsletters to more advanced segmentation and AI-powered campaign analytics.

Weigh factors like the size of your client base, the scale and complexity of your campaigns, and the features that match your workflows — such as automation and segmentation, white-labeled client reporting, and clean integrations with your CRM and the rest of your stack.

Getting Started with Workamajig

Workamajig is an all-in-one agency management system that’s proudly served marketing agencies and the creative industry for over 35 years, supporting all areas of agency operations and helping teams reach new heights of growth.

Request a personalized demo today to see how Workamajig can support your marketing agency!