Marketing agencies have a lot to manage.
First, there’s prospecting, onboarding, and managing multiple clients. Then there’s internal communication, collaboration, and project management. Oh and don’t forget the actual work itself — everything from SEO and analytics to content creation and social media management.
So how do you stay on top of everything and make sure your marketing agency runs like a well-oiled machine? The answer, of course, is the right marketing agency software.
In this article, we’ll explain:
Ready? Let’s dive in.
Marketing agency software streamlines, automates, or enhances the way marketing teams operate. It encompasses a whole range of tools, including:
Without these tools, it’s pretty much impossible for marketing agencies to be competitive. Unsurprisingly, countless new marketing tools have hit the market in recent years. And while choice is good, it can also be overwhelming. That’s why we’ve written this article.
Related: Marketing client questionnaire: 30 questions to ask
Read on to learn about seven of the best marketing agency software options. We’ll also provide some alternatives to each tool, to give you a broader idea of what’s available. Enjoy!
This list was curated based on hands-on testing, customer reviews on G2 and Capterra, usage within real marketing agencies, and compatibility with common agency workflows. We evaluated each tool based on criteria such as ease of use, pricing, integrations, scalability, and relevance to agency pain points like client onboarding, campaign tracking, SEO, and collaboration.
With that said, let's see the list of our top 7 platforms.
Whether it’s onboarding new clients or processing requests, marketing agencies have to gather a lot of information. Without a dedicated tool for this, you’re relying on clunky, outdated systems like email, shared docs, and spreadsheets. Things can quickly get messy.
Content Snare helps you manage the entire process of gathering information, from form-building to requests and approvals. All the information you need is there in one easy-to-manage place, saving you precious time:
According to our user survey, marketing agencies using Content Snare report a 67% reduction in stalled projects and save an average of 5+ hours per client during onboarding.
Key features include:
We offer a free 14-day trial and four different pricing plans. While our basic plan has everything you need to get started, you get more active requests, users, storage, and features with each step up.
Marketing isn’t just about creating crisp copy or eye-catching social campaigns. It’s a highly commercial function too. That’s why your marketing agency needs a dedicated tool to manage campaigns, measure their effectiveness, and engage customers.
As the name suggests, Hubspot’s Marketing Hub acts as a central platform for all your marketing processes and data. It offers powerful features that help you design, deliver, and track marketing campaigns. It’s also part of Hubspot’s wider CRM platform. When combined, you can align all your marketing and sales data and goals.
Key features include:
Hubspot offers a free version of their marketing tool, covering the basics you need to manage campaigns. But to get features like SEO, marketing automation, social media management, and predictive lead scoring, you’ll need to upgrade to a paid plan.
No market agency tech stack is complete without project management software. These tools help your entire team stay aligned on what needs doing, when, and by whom. This is particularly important for marketing projects, which involve a lot of moving parts.
Asana is a task management tool with the perfect balance of simplicity and effectiveness. Its simple UX makes it easy for marketing agencies to pick up and use with minimal training. Once up and running, it offers a range of project management features that allow you to connect tasks to people, projects, and goals.
Key features include:
Asana offers a pretty decent free version, covering all the essentials you need to manage projects and tasks. But you’ll need to upgrade to one of their paid plans for more advanced functionality. This includes workflow automation, advanced reporting, and resource planning and management.
Creating amazing content is one thing. Getting it seen is another. With the right SEO tool, you’ll have everything you need to get your content marketing campaigns in front of as many eyes as possible.
Surfer offers a range of powerful features that maximise the power of your content — from strategy and creation to optimisation. Among strong competition, it’s one of the most highly-rated SEO tools by customers. That tells you everything you need to know.
Key features include:
There’s no free version of Surfer, but you can sign up for a free trial. If you like what you see, there are a range of paid plans to suit your needs. The more you pay, the more articles you can write and optimise in Surfer’s Content Editor.
With so many competing platforms and a hell of a lot of noise, social media can sometimes seem like an untamable beast. But with the right tool, you can stand out from the crowd and connect with people where they spend most of their time.
Hootsuite offers a complete solution to all your business’s social media needs. You can create and manage posts, schedule them across multiple social media platforms, and dive deep into the data to track success.
Key features include:
Hootsuite offers several pricing options, with an increasing number of users, social accounts, and features available with each tier. There’s a free 30-day trial where you can get your feet wet, but if you skip the trial and dive straight in, you’ll get 20% off the price.
In the world of remote work, marketing agencies need an effective way to communicate, share ideas, and stay in the loop. And no, I’m not talking about email. The right collaboration tool is a central hub where team collaboration can happen seamlessly, in real time.
Although Microsoft Teams has stolen some of its thunder in recent years, Slack remains a top choice for most businesses. It offers intuitive UX, an incredible range of integrations, and powerful automation options.
Key features include:
To manage their clients effectively, marketing agencies need a clear picture of what’s working, what isn’t, and why. This is why analytics tools are essential. They help you to see under the hood of campaigns, track the success of your marketing efforts, and understand user behaviour.
Google Analytics has been the market leader for as long as anyone can remember — and for good reason. Built by the company behind the most popular search engine, it offers unparalleled insights into customer sentiment, trends, and website performance.
Key features include:
Another plus for Google Analytics is its free version, which should pack more than enough features for most small-to-medium-sized businesses. There is a paid version for enterprises that offers even more extensive functionality, but it comes at a hefty price.
Tired of constantly chasing clients for key details? Fed up with messy email chains and generic tools that don’t really work? Content Snare simplifies the way you gather information, onboard clients, and process requests. Ready to give it a try?
Marketing agencies typically use a mix of tools for project management (like Asana), content gathering (like Content Snare), CRM (like HubSpot), and a range of ancillary systems depending on their day-to-day requirements.
Focus on the problems you're solving — such as onboarding, project visibility, or content approval — and choose tools that integrate with your existing systems and scale with your client base.
Content Snare stands out as a marketing client onboarding tool because it provides customizable forms, automated reminders, and client portals that streamline the content and document collection process.
Nicholas Edwards is a content writer from the UK.
