24 agency tools that will set your teams (and clients) up for success

Agency tools have one job and one job only: enable teams across all departments to do their jobs better (and help them deliver results for clients). That said, there’s an abundance of tools for agencies to choose from. So how do you know which ones you need, and which ones are right for your agency?

We’ve curated a selection of tools based on category and customer reviews. Because today, choosing the right tools for your agency is more important than ever.

Whether you’re an indie agency or a global agency group, this list will make the evaluation process a lot easier.

What to think about when choosing your agency tools

Before you start evaluating all the available tools for agencies, you have to assess the pain points those tools need to address first.

Do so by:

• Asking your teams what they need
  • For example, project managers might need a better understanding of resource utilization across projects
• Asking your clients what they need
  • For example, clients might want to keep a close eye on the budget and understand billable hours
• Asking what the business needs
  • For example, your operations team might want to understand how to improve agency efficiency 

Choosing the best agency tools means choosing the right tools for your agency’s requirements. That means they fit into your agency workflows, enable your teams, and help your clients understand the value you deliver.

Best agency tools for resource management

If your resource management tool can’t make your life easier when it comes to resource allocation, project scheduling, reporting on utilization, and keeping track of billable hours—your project, clients, and ultimately your business will suffer. 

That’s why your agency needs a resource management tool that both project managers and teams (whether in-house or freelance) can get on board with.

1. Resource Guru – Preferred by agencies, big and small

Resource Guru has helped agencies like Grey, HAVAS, and M&CSaatchi get out of scheduling spreadsheets and into a flexible and easy-to-use resource management tool to plan, allocate, schedule, and forecast resources. But what’s resource management without time tracking?

Resource Guru also comes with quick-to-complete and effortlessly accurate timesheets, making sure that no one will feel any frustration as the try to figure out how they (actually) spent their week. 

When it comes to agency resource planning, getting the right people on the right projects is essential. You need to quickly understand skills and expertise and match those to project needs. That’s how you put together the best possible project team that can deliver on client expectations.

For example, one customer observes that, within a few minutes of opening Resource Guru, they can “see who else will be working with me, who has worked on this project in the past, how long the project has been ongoing, what the skills of my fellow team members are.”

What customers like the most about Resource Guru

• It’s easy to use:
  • “I really like the user interface of Resource Guru. It makes it really easy to schedule tasks within my team and helps me manage my time efficiently.” 
• It offers effective capacity planning and scheduling features:
  • “The ease of use with updating a forever changing schedule. Easy assigning and reassigning projects to various resources.”
• It has straightforward reporting:
  • “The reporting process is also incredibly straightforward, enabling me to have a snapshot view of resources or produce a full report.”

 

Today, some of the most highly rated features include:

• Drag-and-drop schedule – Easily move people and resources around 
• Booking approval workflow – Protect the time of in-demand people
• Timesheets – Log your week in one click with Bulk Log
• Custom fields – Create custom fields and categorize your resources using any criteria you define
• Google Calendar integration and Outlook Calendar integration – Connect to external calendars and never miss a thing

Resource Guru’s pricing:

• Grasshopper: Starts at $4.16 per person per month
• Blackbelt: Starts at $6.65 per person per month
• Master: Starts at $10 per person per month

2. Float – Great for small and medium-sized agencies

Float has been around for as long as Resource Guru. Often, personal preferences, agency workflows, or specific team requirements usually tip the scales in favor of one or the other.

Just like Resource Guru, Float has an intuitive schedule view. But unlike Resource Guru, it doesn’t have an Availability Bar that shows you how much free time each person has on any given day. Not having a more granular view of resource availability can make it tougher to cater to flexibility and last-minute changes.

What customers like the most about Float

• It has an intuitive schedule:
  • “Intuitive and easy to use with a friendly UI in both mobile and web interfaces.”
• It offers effective team scheduling:
  • “It’s extremely simple and provides an amazing overview of your team’s capacity, schedule, and workload.”
• It has filter and search functionality:
  • “I like the fact you can filter and search by people and/or project.”

Float’s pricing:

Float offers three pricing plans starting at $6.

• Starter: From $6 per person per month
• Pro: From $10 per person per month
• Enterprise: Talk to sales

 

Agency project management tools

No matter the size of your agency, you need solid project management processes to deliver consistent project success for your clients. 

While project managers aren’t miracle workers (although pretty darn close), they need to keep a close eye on project scheduling, from project initiation to closure.

Remember, when it comes to choosing the best project management tool for agencies, it simply depends on the inner workings of your agency.

3. Asana – The agency project management tool of choice

As far as project management tools for agencies go, Asana has built a loyal following. Why? It’s easy to keep projects on track with clear project team roles, task assignments, and customizable workflows. 

Plus, with frequent releases of new features, project managers at agencies all over the world can stay on top of everything that’s going on across the project life cycle.

What customers like the most about Asana

• It’s easy to use:
  • “It’s very easy to use. The learning curve is very minimal. It is easy to set up tasks, subtasks, and loop people in.”
• It allows you to customize the project setup:
  • “Asana is intuitive; it’s easy for new team members to dive in, figure it out, and catch up with ongoing projects. I appreciate how basic or extensive each project could be.”
• It gives you the ability to manage multiple projects:
  • “For my agency, Asana’s strengths lie in its flexibility. Where several other project management tools fell short in their ability to track multiple projects for multiple clients, Asana handles this seamlessly.”

Asana’s pricing

Choose between three plans and pay monthly or annually:

• Basic: $0 per user per month
• Premium: Starts at $10.99 per user per month
• Business: Starts at $24.99 per user per month
• Enterprise: Talk to sales

 

4. Monday.com – One of the most versatile project management tools for agencies

Giving Asana a run for its money, monday.com is another agency project management tool that’s secured its position as a fan favorite. 

This feature-packed platform is used by agencies worldwide, and with a new Microsoft Teams integration to improve the efficiency of client-facing teams, they are going head-to-head with Asana over market share. 

What customers like the most about Monday.com

• It gives you the ability to customize:
  • “We love that each board is so easy to customize and understand. It’s visually very appealing and new team members find it so easy to be onboarded to.”
• It offers one centralized place for all client work:
  • “It’s a centralized place for all of our project updates and files. I work in an agency setting, so we have multiple client projects running all at once. Monday helps to keep everything tidy and everyone on track with project progress.”
• It has sophisticated task management:
  • “The ability to break down our entire agency by client and organize tasks within each has been a game changer.”

Monday.com pricing

Choose between three plans and pay monthly or annually:

• Basic: $0 per user per month
• Premium: Starts at $10.99 per user per month
• Business: Starts at $24.99 per user per month
• Enterprise: Talk to sales

 

 

Agency SEO tools

Whether or not you’re an AI advocate, we know this much: search engines aren’t going anywhere. That means SEO tools for agencies aren’t going anywhere either. 

Ultimately, your agency SEO tool should be able to provide everything you need from both an organic and paid search point of view. We’ve identified two key tools that are up to the task.

5. Semrush – One of the best SEO keyword research and reporting tools for agencies

Not “just” an SEO tool for agencies, Semrush has been in the game since 2008. Since then, companies from a variety of industries and sizes have relied on Semrush to build their SEO campaigns. 

The tool offers an extensive selection of features from competitor and keyword research, to backlink analysis and position tracking. That’s probably why this customer says it’s the “complete agency SEO tool.”

What customers like the most about Semrush:

• It’s an all-in-one SEO tool:
  • “The software fills many needs for our agency including keyword research, content planning, new client prep and research, social media posting, and listing management.”
• It’s easy to use:
  • “What I particularly loved about SEMrush was its user-friendly interface that made it easy for me to navigate and find the data I needed quickly.”
• They add features often:
  • “I have used Semrush for 8+ years. This tool has evolved so much over the years and continues to add new features that allow me to eliminate other tools that I have used previously.”

Semrush’s pricing

Choose between four plans, starting at $0.

• Free: $0 per month 
• Pro: $129.95 per month
• Guru: $249.91 per month
• Business: $499.95 per month

 

6. Ahrefs – Best agency SEO tool for covering multiple search engines

Ahrefs stepped onto the scene three years after Semrush. Since then, a small set of (key) features, reporting tools, and pricing have set them apart. So which one is the best SEO tool for agencies? Well, that’s for you to decide.

When it comes to SEO reporting tools for agencies, Semrush has a clear advantage over Ahrefs. They offer extensive reporting across all plans. On the flip side, Ahrefs has been doing a great job of offering free agency rank tracker tools, such as the Keyword Rank Checker, helping bring people back to their brand.

What customers like the most about Ahrefs:

• It has extensive keyword research and discovery features:
  • “I mainly use Ahrefs for keyword research and monitoring and for this, it is an amazing tool and great for both long-tail and general keyword discovery.”

• It covers multiple search engines:
  • “I’ve been using Ahrefs now for about 6 years now. The dashboard is well-designed. The data it gives is phenomenal. Their index is amazing, competing with the computing power and crawling ability of Bing and Yahoo.”
• It has in-depth-backlinking features:
  • “Ahrefs has superb backlinking insight. We use it to find guest blogging opportunities and other linking opportunities. We also use it to compare competitor backlinks and backlink gaps.”

Ahrefs’s pricing

Choose between four plans, starting at $0.

• Webmaster tools: Free
• Lite: $99 per month
• Standard: $199 per month
• Advanced: $399 per month

 

Social media agency tools

Your social media team (may it be a team of 20 or a one-person show) is probably one of the busiest teams in the agency. No other team has to respond to trends faster. Not only do they need to put out great content that supports campaigns, but they also need to monitor trends and keep up with influencers. Phew! Not an easy job.

That’s why social media management tools for agencies need to offer features that help teams thrive, and in turn, clients, thrive.

7. Sprout Social – Best social media tool for larger agencies

Sprout Social is one of the most popular social media tools for agencies. Whether you’ll want to keep a close eye on competitor profiles or stay in tune with your audience with social listening, Sprout Social has you covered.

Founded in 2010, it has cemented itself as one of the best social media management tools for agencies and it’s easy to see why. Customers rave about the ease of scheduling and reporting on results for clients (as well as in-house).

What customers like the most about Sprout Social

• It helps streamline processes:
  • “Sprout has helped our agency streamline a ton of processes that could’ve been clumsy in the past with other platforms.”
    
• It’s easy to use across multiple client accounts:
  • “Easy to use, particularly across multiple client accounts and channels. The mobile app is the perfect complement to the full desktop package, making it easy to post and keep on top of client channels out of normal business hours.”

• It makes scheduling and publishing easy:
  • “I really like how the scheduling feature is built out and all the functions that it has within it. I also love how many platforms are integrated into Sprout Social.”

Sprout Social pricing

Choose between four plans, starting at $249 for one user.

• Standard: $249 per user per month
• Professional: $399 per user per month
• Advanced: $499 per user per month
• Enterprise: Talk to sales

 

8. Buffer – Best tool for smaller agencies

Buffer is not just consistently voted one of the best social media tools for agencies, they’ve also pioneered remote work culture and salary transparency since they started out in 2010. 

When it comes to the platform, Buffer has a lot to offer. It’s a great social media publishing tool with a simple set-up process, making it easy for anyone to get started. 

What customers like the most about Buffer

• It’s easy to use:
  • “Easy to use, the calendar view is amazing, and cross-posting to different accounts makes scheduling content super fast.”
• It allows you to manage multiple accounts:

• • “I work for a social media marketing agency, and we use Buffer to manage multiple accounts. I like how easy it is to schedule posts. Reports are probably the best out there. Plus, it’s relatively inexpensive.”

• There’s a free plan:
  • “We’re a small nonprofit agency, and we couldn’t afford some of the big-name social media managers. Buffer is free (yep, free) for up to three social media accounts and up to ten posts. It’s been a lifesaver!”

Buffer’s pricing

Buffer has a dedicated agency plan for agencies that need to connect to multiple accounts for different clients.

• Free: $0
• Essential: Starting at $6 per month
• Team: Starting at $12 per month
• Agency: Starting at $12

 

Agency reporting tools

When you’re an agency, part of the job is to create measurable goals as part of the project scope. The activities used to achieve these goals need to be trackable and delivered to the clients in a format they can understand. 

Let’s be real. Lying with data is easy. Delivering value is hard. That’s why you need agency reporting tools that help you help the client understand value realization.

9. Looker Studio – Best for customizing client reports

Formerly known as Google Data Studio, Looker Studio is part of Google’s 360 Suite. This reporting tool helps you turn messy data into beautiful and interactive dashboards. Because what client hasn’t been wooed by a good-looking report?

At the moment, Looker Studio supports over 800 different data sources, along with 600+ data connectors, giving agency teams everywhere plenty of options to put the right KPIs in front of clients.

What customers like the most about Looker Studio

• It’s easy to use:
  • “Looker makes building ad-hoc dashboards effortless – once a template is made, it’s as easy as plug and play to get client-ready dashboards ready to send over. Versus competitors like Whatagraph, Looker is a thousand times more advanced.”

• It allows you to create automated reports:
  • “The ability to schedule automated reports has also been a huge help in spreading knowledge about our web properties amongst my Digital Marketing team.”
• It connects to a wide variety of data sources:
  • “I love how you can connect it to so many different tools. We have a couple of tools that are getting really old now, and most of our other new software can’t integrate with them, but thanks to Looker, we can get our data from them no problem.”

Looker Studio pricing

Looker Studio is a free tool offered by Google.

 

10. AgencyAnalytics – The dedicated agency reporting tool

AgencyAnalytics, as the name suggests, is a dedicated agency reporting tool. Geared primarily toward marketing agencies, their promise is to help you show clients the full impact of your services. What’s not to like?

With this all-in-one reporting solution, your agency can stay on top of project success and profitability, showing your clients the value of all your hard work in a single dashboard.

What customers like the most about AgencyAnalytics

• It offers great white label features:
  • “We have used some other reporting platforms, and Agency Analytics is the best one so far. We love their white label features which help us to white label the entire dashboard and reports that match our business branding, with our logos and name, no mention of agency analytics.”

• It fosters a data-driven culture:
  • “The reports are not just a valuable tool for providing reporting to our clients, but also provide easy-to-access insights that our team uses daily to make informed decisions on our digital marketing work.”
• It offers plenty of integrations:
  • “Most of our dashboards pull in data from Google Ads, Facebook Ads, Google Analytics, and for our retail clients, Shopify. All the integrations are fantastic, and you can get super granular with the data that you want to pull in.”

AgencyAnalytics pricing

AgencyAnalytics offers three pricing plans.

• Freelancer: $12 (one client campaign per month)
• Agency: $18 (one client campaign per month)
• Enterprise: Talk to sales

 

Agency management tools

There’s a lot that goes into the day-to-day management of an agency. Without a tool to manage daily agency operations, scaling your agency will become (even more) challenging. 

11. Productive – Best agency management tool for smaller agencies

If you’re looking for an agency management tool with plenty of potential, Productive might just be it. Not only does the platform offer project management functionality, but it has an integrated sales pipeline to help you manage your sales funnel and win more deals.

What customers like the most about Productive

• It gives you visibility of your sales funnel:
  • “With productive you’re able to build a sales funnel, categorize your leads and have a central place for all the information about a lead or project in one place.”
• It facilitates collaboration:
  • “Productive is an easy-to-use project management software that streamlines all core functions of an agency and makes it easy for cross-functional departments to collaborate.”
• It comes with plenty of features:
  • “It has a really rich set of features that cover most of the requirements of small to medium-sized businesses. We use it for Sales, Quotes, Invoices, Budget management, and Time tracking.”

Productive’s pricing
Choose between three plans and pay monthly or annually:

• Essential: $17 per month
• Professional $24 per month
• Ultimate: $32 per month
• Enterprise: Talk to sales

 

12. Scoro – A dedicated agency management tool for all sizes

Calling themselves a work management tool (rather than “just” an agency management tool), Scoro sets out to capture a bigger share of the professional services market.

Offering an extensive list of features, Scoro’s goal is to help agencies streamline and optimize their workflows, with the claim that “everything is just one click away!”

What customers like the most about Scoro

• It’s a one-stop-shop:
  • “The opportunity to use a single tool for a customer journey from quotation to execution!”
• It’s easy to use:
  • “Simple and straightforward to use. A network that connects initial client contact to project completion.”
• It offers a lot of customization options:
  • “The possibility to tailor it to your company’s needs. It can serve as a multitasking tool, from planning to holiday overview (in the calendar).”

Scoro’s pricing

Choose between three plans and pay monthly or annually:

• Essential: $26 per month
• Standard: $37 per month
• Pro: $63 per month
• Ultimate: Talk to sales

 

Agency marketing tools 

There’s no shortage of marketing agencies, you’ll find one in every niche. Typically, they cover a lot of ground for their clients, including strategy, planning all the way through to execution, and analysis.

That means the marketing automation tools for agencies need to be as diverse as the customers they serve.

13. HubSpot – Best overall marketing automation tool for agencies

From lead generation and email campaigns to forms and landing pages, HubSpot with its feature-rich platform puts other agency marketing tools to shame. HubSpot makes sure that your team can spend time on the bigger picture, rather than being bogged down by tedious tasks.

What customers like the most about HubSpot

• It’s an all-in-one marketing tool:
  • “HubSpot allows all aspects of our marketing agency to work together in sync. Our marketing team does everything from posts on social media to sending out lead nurturing emails.”
• It offers plenty of integrations to help you streamline processes:
  • “We can streamline our processes directly using HubSpot or with one of their integrations. Not only have we saved so much time and effort after implementing, but we now have accurate attribution reporting and can report on the funnel effortlessly.”
• It has lots of automation features:
  • “Detailed automation capabilities are probably my favorite part. Specifically, we are able to nurture leads and convert them or qualify them through workflows, conditional splits, etc – so it’s automating a lot of the time-consuming work our sales teams used to do.”

HubSpot’s pricing

Choose between four plans and pay monthly or annually starting at:

• Free: $0
• Starter: $50
• Professional: $800
• Enterprise: $3,600

 

14. ActiveCampaign – Best tool for visual campaigns

ActiveCampaign for Marketing is a strong contender to HubSpot. Similar to HubSpot, ActiveCampaign is praised for its marketing automation tools for agencies, and many customers claim to be only scratching the surface when it comes to experimenting with automation.

What customers like the most about ActiveCampaign

• It’s robust and powerful:
  • “I used to run a HubSpot agency. Now in a different small business, I’m happy I found ActiveCampaign. It is robust enough to meet all our needs and much easier to use and way less expensive than HubSpot.”
• It’s easy to create visually appealing campaigns:
  • “As a creative agency, we must be able to generate visually compelling campaigns without having to custom close each one.”
• It has lots of email automation features:
  • “The automations are the most important things when implementing in-depth campaigns with lots of upsells and downsells.”

ActiveCampaign’s pricing

Compared to HubSpot, ActiveCampaign is praised for its simple pricing where it’s clear from the start what’s included in each plan.

• Plus: $49 per month 
• Professional: $149 per month
• Enterprise: Talk to sales
• Marketing automation + Sales CRM bundle: $93 for 5 user seats per month

Best agency revenue tools

Without agency revenue tools, you’ll have no idea how well your agency is performing. The goal, of course, is to maximize revenue and improve overall financial performance.

That comes down to one thing: cash flow.

15. Chargebee – Great for smaller agencies with subscription plans

Chargebee prides itself on being a tool that fits perfectly with your revenue operations. It integrates with plenty of tools to help agencies maximize revenue opportunities through automated billing, subscription management, and revenue analytics.

What customers like the most about ChargeBee

• It’s easy to manage:
  • “Chargebe helps us as a small agency to manage a lot of client subscriptions easily. The portal is great; for instance, you can send a nice customized email to a client who needs to update their credit card.”
• It’s scalable:
  • “The solution is highly scalable. You can use just a few features to initially start out, but as you grow, your needs with grow as well. With Chargebee, you never have to switch platforms as they offer so many features that you have everything you need to grow.”
• It’s easy to access customer information:
  • “The interface is simple and allows me to access customer information at a moment’s notice easily. I use the software on a regular basis to address billing issues and assist customers with their signups.”

Chargebees’s pricing

Chargebee offers three different pricing plans, structured based on your billing needs.

• Starter: $0 per month for your first $200k of cumulative billing
• Performance: $599 per month for up to $100k of billing
• Enterprise: Talk to sales

 

16. Sage Intacct – Great for larger agencies with complex projects

When your agency is growing it gets to the point where it’ll get complex to manage invoices and expenses across teams and projects. But Sage Intacct solves it for you, by offering one space that keeps it all organized. Meaning you can just focus on the projects, and not worry about the revenue side of things. 

With activity-specific sub-ledger reports, you can get a detailed view into separate areas of the business and get a better understanding of the overall health of your agency.

What customers like the most about Sage Intacct: 

• It’s easy to use:
  • “Since we have multiple programs, we needed software that could be used across the agency. Sage has been easy to learn, including invoice entry, approval processes, and has been user-friendly for our staff.”
• It has great reporting features:
  • “Dashboards and customized reporting are beneficial to agency leaders.”
• It helps you stay on top of revenue:
  • “Sage has helped our Finance Department to work smarter and not harder. We’re able to track and monitor more efficiently. Payments and deposits are captured and managed as needed by the agency.”

Sage Intacct’s pricing

Request pricing on their website.

Agency sales tools

Not every agency is going to be set up to have its own sales team. But if you are, it can help bring your agency to the next level. That sales team needs to be equipped with the best agency sales tools to help them bring in new business.

17. Groove (acquired by Clari) – Great for bigger agencies with established BDR teams

Groove (not to be confused with helpdesk solution, GrooveHQ) is a sales enablement platform that’s been around since 2014. In 2020, they secured $12 million in Series A funding, quickly followed by $45 million in Series B in 2021.

Needless to say, Groove has built a lot of momentum in the market with a renewed focus on increasing productivity in larger organizations.

What customers like the most about Groove

• It offers a seamless user experience:
  • “I love the simple design of Groove — the interface and user experience is pretty seamless for a first-time user like myself. There wasn’t a steep learning curve which I appreciated.”
• It has great email tracking capabilities:
  • “Honestly, I like Groove and everything it offers, but what I like best about this tool is the email tracking feature. It notifies me whenever someone has viewed my email, and not only that, it also allows me to check how many times the email has been viewed.”
• It provides useful templates functionality:
  • “I love leveraging the templates. Not only can I share them with my team, but I can also use them to drop directly into emails where I am constantly answering the same question.”

Groove’s pricing

Request a demo on Groove’s website.

 

18. Outreach – Great for smaller agencies with no dedicated sales team

If you’re a small agency that’s building your client roster, Outreach could help you win more business by automating, well, outreach. At its core, it’s a sales enablement platform that exists to automate sequences and help you be more productive in your day-to-day.

The tool offers both task management and templates to keep you organized. Whether you’re a newbie or a seasoned sales pro, you can start closing deals faster.

What customers like the most about Outreach

• It’s easy to use and get started:
  • “The UI, sequences, task management, templates, and account organization features are all things that make my day easier. Easy to use and easy to learn for newbies.”
• It’s feature-rich:
  • “I am amazed at all the features that Outreach has to offer! From automated dialing and call recording, to lead scoring and performance tracking tools, data management resources, contact list creation and so much more, it’s easy to see why Outreach is such a great tool for improving productivity in any environment.”
• It has effective email automation features:
  • “I’ve used many different email automation tools throughout my career as a salesperson. However, Outreach is the only tool that I would recommend to my friends and peers.”

Outreach’s pricing

Outreach offers two pricing plans, Standard and Professional. You need to request pricing for both.

Agency performance tools 

Agency performance can be approached in many different ways. But ultimately, you want to stay on top of your project and business metrics such as Sales Revenue, Net Profit Margin, and Gross Margin.

19. Kantata – Best agency estimating tool

Kantata, previously known as Mavenlink, is one of the original agency performance tool players. Their focus has always been to deliver a purpose-built tool for professional service teams, making sure projects run smoothly and teams can stay on top of profitability. 

Plus, it helps you create estimates so you maximize your revenue potential per project.

What customers like the most about Kantata

• It’s user-friendly:
  • “The most helpful part of Kantata is how user-friendly it is for so many things that our team is used to doing in Excel documents.”
• It acts as a single source of truth:
  • “Kantata makes it easy for my team to collaborate with our customers on all aspects of a project. I like that all communication is in one spot as a single source of truth, and that it can be linked to open tasks.”
• It keeps teams organized:
  • “I like how it keeps our agency organized. It’s easy to enter and figure out where we’re at with projects. The notifications are great for making sure people are kept up to date.”

Kantata’s pricing

On Kantata’s website, you have to provide some basic details about your agency to view pricing plans.

 

20. Tableau – A great tool for agencies that need to connect to a lot of data sources

According to the team at Tableau, they’re “on a mission to help people see and understand data.” Tableau is a robust platform, and it might be overwhelming at first.

If your agency isn’t big enough to have a dedicated Data Engineer or Analyst, a tool like Kantata is probably a better fit. That said, according to customers, its Explorer plan is intuitive enough for anyone to get started.

What customers like the most about Tableau

• It’s easy to use:
  • “The intuitional and straightforward interface: Tableau’s interface is a model of lucidity and practicality. Once you begin utilizing it, you’ll be astonished by its minimalist form and instinctive commands.”
• It offers great data visualization:
  • “Tableau is a new software to me and my agency. It has been very helpful to visualize and conceptualize the plethora of data we collect in the healthcare field.”
• It connects to a lot of data sources:
  • “An extensive range of data source connectivity options are available, you can connect relational databases like Mysql, Postgresql, Google Sheets, and Excel sheets and nonrelational databases like MongoDB very easily.”

Tableau’s pricing

Tableau offers three pricing plans:

• Viewer: $15 (one user per month)
• Explorer: $42 (one user per month)
• Creator: $70 (one user per month)

 

Design tools for agencies

Tools like Adobe Photoshop, Figma, and Canva are too obvious to add to the list at this point. Instead, we’ve chosen a different set of design tools for agencies that will make the everyday life of designers easier (and maybe even more fun).

21. UXpro – Packed full of resources for designers

UXpro offers a bunch of design resources including design systems, prototyping, and visual design tools. It also collects the best articles about UX and visual design and hosts them in one place.

One of our favorite collections is the Avatar tool. What did people even do before UI Faces and Friendly Faces existed? We can’t remember, and there’s no need to. Here, you’ll find all the avatars you need for your mockups and prototypes, with none of the infringement stress! That’s why UXpro should definitely make the list of design tools for agencies.

Best of all? UXpro is a free resource (although some of the tools it links to have paid plans).

22. Coloors.co – The palette maker of every visual designer’s dreams

Obsessed with palettes? Then Coloors could potentially be the most satisfying design tool to use. Generate color palettes to your heart’s content with the click of a button. 

Save your favorites, lock in palettes, copy hex codes, or export entire palettes directly and use them in your designs. 

The tool is free to use, but you can choose to go pro if you want to get those ads out of your hair.

Content marketing tools for agencies 

Between blog posts, podcasts, TikTok, and Threads, to keep up with clients’ content demands, you’ll need a tool that lets your agency operate like a publishing house. 

23. CoSchedule – Organize all your content in one place

CoSchedule is in the business of making content teams more productive by streamlining workflows. But that’s not all, they also set out to prove the value of content for clients.

CoSchedule’s Marketing Suite also offers plenty of templates and documentation to get started. Plus, CoSchedule’s trusty marketing calendar tool remains a user favorite since day one.

What customers like the most about CoSchedule

• It’s an all-in-one tool
  • “The suite includes a range of features that cover all aspects of marketing, from social media to content creation to analytics. This means that I can manage all my marketing efforts from one place, without having to switch between multiple tools.”
• It streamlines workflows
  • “I’ve reduced my workflow from a ton of repetitive and redundant processes to a streamlined and straightforward process that allows me to pump out content at a crazy fast rate.”
• It’s a great content publishing tool
  • “CoSchedule is intuitively designed for people that publish content. It has lean project management and collaboration tools built in which is great for smaller teams focused on sharing content.”

CoSchedule’s pricing

CoSchedule offers four pricing plans starting at $0:

• Free Calendar: $0 (free forever)
• Social Calendar: $19 per user per month
• Content Calendar: Talk to sales
• Marketing Suite: Talk to sales

 

24. Storychief – A complete content solution platform for agencies

StoryChief was built with content agencies in mind. The idea? To deliver a complete content marketing solution for your team. 

StoryChief also comes with the feature AI Power Mode, promising to help you create compelling copy faster and “write SEO-optimized and plagiarism-free website content.”

What customers like the most about StoryChief

• It streamlines content marketing efforts:
  • “StoryChief is a content creation platform that helps businesses streamline their content marketing efforts. It offers features such as an intuitive editor, collaboration tools, seamless integration with publishing channels, and robust analytics.”
• It offers multi-channel publishing:
  • “StoryChief also allows you to automatically publish the piece to several other channels like Medium and WordPress.”
• It speeds up client approval processes:
  • “It makes it easy for multiple stakeholders to review and approve content quickly and efficiently.”

StoryChief’s pricing

Choose between four plans, starting at $0.

• Individuals: Starting at $40 per month (single user) 
• Marketing teams: Starting at $220 per month (4 users included)
• Agencies: Starting at $440 per month (3 workspaces and 4 users per workspace included)
• Publishing teams: Starting at $900 per month (10 users included)

 

White label tools for agencies

White labeling means to brand and market other products as your own. It allows agencies to leverage existing products and add more services (and thereby more value) to their clients.

A lot of the tools you’ve already seen in this list offer white label services. It’s not a category in its own right, but rather, white labeling exists as a feature within various tools.

Some of the tools we’ve already mentioned offer white labeling, including:

• Semrush
• Ahrefs
• ActiveCampaign
• Asana
• Monday.com
• Looker Studio

Future-proof your agency by choosing the right tools

It’s not easy to navigate the software market. There’s plenty to choose from and they all come with lofty promises.

The best thing you can do is thoroughly assess your needs, understand your workflows, and involve key stakeholders in the evaluation process. After all, there’s nothing to gain from buying a tool no one will use.

But with the right agency tools at hand, you’ll enable your teams to deliver value to clients faster and scale operations. The result? A noticeable impact on your agency’s bottom line.

Related Resource Guru reads:

• Best agency project management software: 10 tools to short-list today
• Agency SOPs: From chaos to consistency in 8 steps
• Agency efficiency: 5 steps to boosting your agency’s bottom line