The best software for marketing agencies to grow & scale

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One of the hardest parts about choosing your marketing agency software is finding solutions that deliver perpetual motion and innovation. 

I've seen this firsthand when I worked in agencies, while managing multiple clients –with so many options on the market, it's easy to go overboard on the number of tools you use. 

In this post, I'll take you through the top 15 marketing agency tools across several categories to help take your agency to the next level in 2025. After testing dozens of solutions with my own clients and teams, these are the standouts that consistently deliver results.

The top marketing agency tools on our list:

  1. Teamwork.com

  2. SEMrush

  3. Sprout Social

  4. Social Status

  5. Coschedule

  6. Calendly

  7. Qwilr

  8. Grammarly

  9. Intercom

  10. Zapier

  11. Planable

  12. SocialPilot

  13. Scribe

  14. Salesmate

  15. Meltwater

Marketing agency software comparison table

Tool

Best For
Free Trial?
Price
Teamwork.com
Best for project and resource management in client-focused agencies
30-day free trial
Free plan (up to 5 users); Paid plans start at $10.99/user/month
Get started
SEMrush
Best for in-depth SEO research, competitor analysis, & digital marketing insights
14-day free trial
Starts at $139.95/month
Sprout Social
Best for enterprise-level social media management and analytics
30-day free trial
Starts at $199/seat/month
Social Status
Best for detailed social media performance tracking and automated reporting
7-day free trial
Starts at $9/user/month
CoSchedule
Best for marketing calendar organization and content workflow management
Free plan available
Starts at $19/user/month
Calendly
Best for automated appointment scheduling and meeting coordination
14-day free trial
Starts at $10/seat/month
Qwilr
Best for creating web-based, interactive business proposals and documents
14-day free trial
Starts at $35/user/month
Grammarly
Best for real-time writing improvement and professional content editing
Free version available
Starts at $12/month
Intercom
Best for customer engagement and support through live chat and automated messaging
14-day free trial
Starts at $39/seat/month
Zapier
Best for creating automated workflows between different marketing tools and apps
14-day free trial of Professional plan
Starts at $19/user/month
Planable
Best for collaborative social media content planning and approval processes
Free plan available
Starts at $11/user/month
SocialPilot
Best for affordable, bulk social media scheduling and management
14-day free trial
Starts at $30/month
Scribe
Best for creating and sharing step-by-step process documentation
Basic plan available
Starts at $12/seat/month
Salesmate
Best for streamlined sales pipeline management and customer relationship tracking
15-day free trial
Starts at $12/user/month
Meltwater
Best for comprehensive media monitoring and brand mention tracking
No free trial (demo only)
Not publicly available

1. Teamwork.com

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One of the best project management software options for marketing agencies is Teamwork.com. As someone who's managed multiple agency teams, I've found it to be the most comprehensive solution for our workflow needs. In fact, Teamwork.com was started by its founders as an agency before transforming into a software company trusted by more than 6,000 agencies worldwide.

Teamwork.com offers a ton of features for agencies from resource and workload management tools that enable you to manage your team's day-to-day capacity and long-term forecasting, to native time-tracking, budgeting, and advanced collaboration features to keep your team and clients on the same page. When I implemented Teamwork.com at our agency, these features immediately streamlined our client communication and internal processes.

If that's not enough, Teamwork.com also has robust reporting and analytics capabilities that provide real-time insights on project and overall business performance. I particularly value the utilization reports that help me identify which projects are profitable and where we might be leaking billable hours.

It's the closest an agency can get to a complete all-in-one platform for managing, planning, and collaborating across all its projects. And the best part about it is that Teamwork.com's price won't blow the budget. After trying several other platforms that nickel-and-dimed us for every feature, this was a welcome change.

Integrations

MS Teams, HubSpot, SoftSync for Jira, Chatify, Slack, Gmail for Teamwork.com, Zendesk for Teamwork.com, (see all Teamwork.com integrations)

Pricing

  • Free Forever: Free up to five users

  • Starter: $5.99 per user per month

  • Deliver: $9.99 per user per month

  • Grow: $19.99 per user per month

  • Scale: Custom pricing

Best features

"The must-have features of an effective project management system for agencies? Time logging, billable vs. non-billable hours, templates, resource and capacity management, reporting."

~ Lori Highby, CEO, Keystone Click

  • Flexible views including board view, Gantt chart view, and Project Health view

  • Powerful collaboration features including Chat and Spaces add-ons enable teams to talk, share content, and stay in the loop without leaving the Teamwork.com platform

  • Resource and workload management to ensure that your team has the tools and bandwidth to deliver the highest quality work

  • Track time to make the most of every billable moment and better understand where your agency spends the most time 

  • Robust reporting features to keep an eye on utilization and profitability

  • Huge range of customizations, integrations, and templates to speed up workflows and get more done

Third-party reviews

A Top 50 ranking on G2, Teamwork.com averages 4.4 stars across over 1,000+ reviews. One G2 reviewer had this to say: “I like that I have everything I need right there in one program. I can send emails directly from there and track all stages of the project.”

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Project management software for agencies

Do you need project management software designed especially for agencies?

Check out Teamwork.com

2. SEMrush (SEO, PPC, content, social, and competitive research software)

Blog post imageCredit: ResearchGate

I've found that a Search Engine Optimization (SEO) research tool is a staple for any marketing agency doing content marketing. But the thing about SEMrush is that it can do so much more for marketing agencies, with features tailored directly toward PPC, content, and social media.

SEMrush helps you find keywords to target to help websites get noticed on search engines.  In my experience managing campaigns for clients across different industries I’ve found it excels at scrapes data from various search engines and gives you an accurate idea about how hard it'll be to rank for a particular keyword and what competition your client is up against. I rely on these insights daily to make strategic decisions for our content calendars, new product launches and website migrations.

Integrations

Google products, Facebook, Twitter, Instagram, WordPress, Majestic, Zapier

Pricing

The entry-level Pro Plan starts at $119.95 per month for up to five projects. 

Best features

  • Create separate "projects" for each account's URL to track traffic trends, backlink progress, and overall site ranking by client

  • Gain a centralized understanding of how various content and search marketing tactics are performing

  • Customize your SEMrush package to meet your unique needs with multiple toolkits

Third-party reviews

SEMrush is a Top 50 company on G2, where it enjoys 4.5 stars across over 1,700 reviews. One reviewer calls it “the essential tool for analyzing and improving your digital strategy” and loves how deep the SEO and analytics data goes.

3. Sprout Social (Social media management software)

Blog post imageCredit: Sprout Social

Sprout Social is a social media management platform that helps marketing agencies organize and manage content using calendars and scheduling. I started using it after struggling to keep up with multiple client social accounts manually.

From the dashboard, agencies can integrate social media platforms like Facebook, Twitter, Instagram, and Pinterest and plan when they want content posted. My team appreciates how this centralized approach eliminates the need to log into multiple platforms throughout the day.

The tool also has inbuilt analytics to track how well each post and channel is performing. It highlights the posts performing the best, what hashtags are getting the most traction, and even when followers are most likely to interact with each channel. This feature has completely transformed how I approach content planning for clients—I now schedule most posts during these peak engagement windows.

Additional listening features make it a must-have for marketing agencies wanted to get a feel for an upcoming campaign or to see what customers are saying about you outside of mentions. I've uncovered valuable brand mentions through this feature that we would have otherwise missed entirely.

Integrations

Facebook, Instagram, Twitter, LinkedIn, YouTube, Google Analytics, Slack, Zapier, Canva

Pricing

The Standard Plan starts at $249 per month; each additional user is $199 per month. 

Best features

  • Schedule social media posts across numerous platforms

  • Run reports to gain meaningful insights on social performance

  • Keep data sorted using custom filtered inboxes

Third-party reviews

Sprout Social is a 2023 Most Implementable for Enterprise company on G2, where it enjoys 4.4 stars across more than 2,400 reviews. One reviewer says Sprout Social is an “easy to use, intuitive platform for scheduling and monitoring social media posts” and loves the way it handles reporting and engagement tracking.

4. Social Status (Social media analytics and reporting software)

Social Status is the leading social media analytics tool trusted by over 10,000 marketing agencies around the world. After testing numerous analytics platforms for our agency clients, I've found it offers the most comprehensive reporting capabilities. You can connect all client profiles and pages across all the main social channels as well as Facebook ad accounts to report on both organic and paid performance.

Social Status automates the process of creating social media reports and provides agencies with the ability to whitelabel and customize their report templates per client. Reports can be exported to a range of formats including the raw data to XLSX or presentable formats like PDF, PowerPoint, or Google Slides. This flexibility has saved me countless hours when preparing quarterly performance reviews.

Integrations

Facebook, Facebook Ads, Instagram, Instagram Stories, TikTok, Twitter, YouTube, LinkedIn

Pricing

The Starter Plan starts at $29 per month for 10 users. They also offer a free plan for up to three users, but it’s significantly more feature-limited than the paid plans.

Best features

  • White label reports and customize report templates

  • Track and analyze social ad accounts

  • My clients appreciate how we track and analyze competitors’ public social accounts

Third-party reviews

Social Status is a Spring 2023 High Performer on G2, where it has an impressive 4.6 stars (though that rating spans just 53 reviews). One reviewer calls Social Status a “really intuitive platform” that’s “perfect for social media managers,” and praises its ability to pinpoint metrics and produce accurate reporting. 

5. CoSchedule (marketing campaign planning software)

CoSchedule is a tool for marketing agencies that are managing client campaigns with lots of moving pieces. When I was drowning in spreadsheets trying to manage multiple campaigns across different clients, CoSchedule became my lifeline.

If you regularly manage social media calendars, schedules, blog posts, and outreach, CoSchedule is the tool for you. Build campaign schedules inside the dashboard, allocate tasks and events to team members, and automatically publish social media posts.  I've found this especially useful for coordinating cross-channel campaigns where timing needs to be perfectly aligned.

You can even plan campaign schedules using inbuilt templates to keep everything on track. These templates have saved me hours of planning time and ensured I never miss critical campaign components.

Integrations

Zapier, Dropbox, MailChimp, LinkedIn, Instagram, Facebook, Google Docs

Pricing

The Marketing Calendar has a very limited Free Forever plan. The Pro version starts at $29 per user per month, and the full-service Marketing Suite is a custom-quote product. 

Best features

  • Build full campaign schedules that go beyond just social media management

  • Drag-and-drop interface lets you move items easily

  • I frequently customize calendar views by team member or role to keep our weekly status meetings focused and relevant

Third-party reviews

CoSchedule Marketing Calendar ranks at 4.6 stars across a modest 68 reviews, while the full suite lands at 4.4 across nearly 150 reviews. One verified user says that CoSchedule is a great way to streamline marketing efforts thanks to its wide range of features, but found it a little overwhelming at first.

6. Calendly (meeting scheduling software)

Blog post imageCredit: Calendly

Calendly integrates into your Google or Microsoft calendar and automatically finds space for meetings. As a busy account manager juggling multiple client relationships, instead of sending email after email asking what time is best, all I have to do is send a Calendly link to the prospect. 

They pick a time and date that suits them, and Calendly automatically schedules a meeting on your calendar. This simple tool has literally saved me hours each week that I used to spend on back-and-forth emails trying to coordinate schedules.

Integrations

Zoom, Zapier, Slack, Microsoft Teams, MailChimp, Leadpages, Drip

Pricing

The Basic Plan is free. For more advanced features, the Essentials Plan starts at $8 per user per month. Professional and Teams plans jump up to $12 and $16 per user per month.

Best features

  • Save time and give customers a better user experience by shifting scheduling into their court

  • I regularly create multiple event types to enable meetings of differing lengths for different types of client sessions, from quick check-ins to in-depth strategy reviews

  • Create customized booking links and branded landing pages

Third-party reviews

Calendly lands at 4.7 stars across more than 1,800 reviews. Many users praise Calendly as an efficient, trustworthy, easy way to schedule meetings. Providing exact availability to clients automatically is a game-changer for many users. 

7. Qwilr (proposal and quote software)

Blog post imageQwilr is a web-based pitching tool that helps agencies craft personalized pitches for every client in their pipeline.  I started using Qwilr after losing a potential client who complained our PDF proposals looked outdated compared to our competitors'. Using pre-made templates, agencies can create stylish pitch decks that are fully mobile-responsive.

When the pitch is ready, Qwilr turns it into an interactive webpage so your clients can view it from anywhere. This feature has transformed my sales process—if the client is happy with it and wants to move forward, they can accept, sign, and pay for the project inside the pitch deck itself. 

Integrations

Slack, QuickBooks, Zapier, Freshbooks, Xero

Pricing

The Business Plan starts at $35 per user per month. The $59 per user per month Enterprise plan adds access to the API, Salesforce integration, and more.

Best features

  • Create responsive pitches that work on any device

  • Automatically receive notifications when clients and prospects view your pitches

  • Allow customers to sign and pay directly inside the pitch deck

Third-party reviews

Customers have an overwhelmingly favorable opinion of Qwilr, giving it 4.5 stars across more than 650 G2 reviews. One reviewer loves that “our proposals always look good and feel like us” and appreciates the library functions for quickly surfacing previously used assets.

8. Grammarly (proofreading software)

If your agency does a lot of writing, making sure every piece of content flows well is a must. I learned this lesson the hard way after sending a typo-filled proposal to a potential client who happened to be a former English teacher.

Grammarly is a proofreading tool that can scan every social media and blog post to ensure it's free of grammar errors and has the correct punctuation. I now have it installed across all my devices to catch mistakes before they reach clients.

All you have to do is upload the content you want to be checked. Then, Grammarly will ask a couple of quick questions about what style, tone, and intent you're aiming for. This helps me maintain a consistent voice across all our agency's content, even when different team members are writing.

Not only does the tool pick up any spelling errors, but it also highlights fragmented and lengthy sentences. The end result is better flowing content. I've noticed our engagement metrics improving since implementing Grammarly as a required step in our content workflow.

Integrations

Slack, Google Docs, Zendesk, Medium, Facebook, Twitter, WordPress

Pricing

There is a limited Free Plan, and the Premium Plan starts at $12 per month. 

Best features

  • Quickly improve the grammar and tone of any piece of content

  • Adjust audience, formality, tone, and intent to further hone their content with Premium and Business accounts

  • Get support for content in different English dialects (American, British, Canadian, and Australian)

Third-party reviews

This affordable tool is highly rated on G2, with 4.7 stars across more than 4,000 reviews. Users appreciate the intuitive user interface and that Grammarly integrates seamlessly with most of the tools and places where people write.

9. Intercom (conversational marketing software)

Intercom allows companies to use chatbots to start conversations or guide customers across their website. After implementing Intercom on several client websites, it is a great tool to use to build up leads, increase trials, or simply improve the user experience across a client's website. 

Intercom allows businesses to manage customer interactions from beginning to end, which creates a much better experience. I always remind my clients to not be afraid to explore Intercom alternatives, that best suit their business needs.

Integrations

Google Analytics, Mailchimp, Stripe, Zapier, WhatsApp, Clearbit, Zendesk

Pricing

There is a limited Starter plan that begins at $74/mo. Pro and Premium plans are custom-quoted.

Best features

  • Implement AI chatbots to reduce response times

  • Get omnichannel conversational support across SMS, Facebook Messenger, and more

  • Go beyond support and use Intercom to engage and activate leads

Third-party reviews

Intercom sits at 4.5 stars across more than 2,600 G2 reviews. One mid-market user calls Intercom “a user-friendly tool for everything customer-experience related.”

10. Zapier (automation software)

Blog post imageCredit: TutorCrunch

This tool makes your entire tech stack work together. I don't think I could manage my agency workflow without it.

Zapier allows marketing agencies to integrate different software and connect the apps they use to automate workflows and make their lives easier. 

Zapier plugs the tools you’re using into each other. For example, if your team uses Teamwork.com for project management (Read more: World class project planning software), Zapier can integrate with it and other programs like Qwilr, Sprout Social, and Calendly.

Once all the apps are linked, Zapier can automate anything you need. For example, if you wanted to send Slack messages for new Calendly invites or get Slack notifications when a new Qwilr proposal is viewed — just create a "zap." I have zaps set up for almost every client touchpoint, which saves my team hours of manual work each week.

Integrations 

Teamwork.com, Facebook Lead Ads, Slack, QuickBooks, Google Docs + 1000s more

Pricing

The Starter Plan costs $19.99 per month. 

Best features

  • Connect virtually any app or service with any other, even when those services haven’t built their own integrations

  • Eliminate repetitive tasks using a no-code interface

  • Build custom workflows to meet your unique challenges

Third-party reviews

Zapier sits at 4.5 stars across more than 1,000 G2 reviews. Users love how simple the UI is and how deep the integrations can get.

11. Planable (social media approval tool)

Blog post imageCredit: Crazy Egg

Planable is a social media collaboration tool that helps teams plan, schedule, and collaborate on social media content. Before implementing Planable, I would waste hours chasing approvals through email chains. The solution sports an intuitive design that mimics the feel and flow of social media.

Planable's collaboration-centric design makes it the ideal tool for social media teams that have to publish content regularly. Planable's approval system ensures that no piece of content goes live without being approved by the relevant team members. This approval system has four levels of security, which gives social media teams a lot of wiggle room in terms of customizing approval workflows.

Integrations

Facebook, Instagram, Twitter, LinkedIn, YouTube, Google My Business, and TikTok.

Pricing

Planable offers a free plan, no credit card required. The Basic plan runs $11 per user month, while the Pro bumps that figure up to $22. Note that additional workspaces add another $17 per month.

Best features

  • Teams can share ideas and feedback via comments and replies right next to each post

  • Approval system lessens the risk of embarrassing “go live” mistakes

  • Publishing and scheduling features eliminate the logistics of social media management

Third-party reviews

Planable has 4.6 stars across more than 550 G2 reviews. One reviewer was “up and running in no time” and praised the simplicity and easy navigation.

12. SocialPilot (social media scheduling software)

SocialPilot is a social media scheduling tool that supports more than eight top social media platforms. The tool helps you curate trending content and modify it as per your branding guidelines. 

This scheduling tool offers a bunch of features like bulk scheduling social media posts, campaign management, workflow management, a smart editorial calendar, URL shortening, and more. SocialPilot also has dedicated inboxes where you can reply to comments and messages received on your social media pages. 

Integrations

Facebook, Instagram, LinkedIn, Google Business, Twitter, Pinterest, TikTok, Dropbox, Tumblr, Box, Canva, Bitly, Sniply, Rebrandly

Pricing

SocialPilot starts at a pocket-friendly price of $25.50 per month for one user and 10 social media accounts. Compared to other tools I've used, this pricing has provided exceptional value.

Best features

  • Respond to social media comments and messages from a dedicated inbox

  • When managing multiple clients, bulk schedule social media posts and manage campaigns with ease

  • White label SocialPilot services as your own

Third-party reviews

With 4.5 stars across 550 G2 reviews, SocialPilot is well-regarded. One reviewer says that the tool has been great for growth and is easy to navigate.

13. Scribe (step-by-step guide generator)

Scribe is blazing a trail in process documentation. As someone who trains both clients and new team members regularly, remote and hybrid marketing agencies can turn any workflow into a step-by-step guide — instantly. Simply turn on the extension or browser application. Scribe will follow along as you work to (auto-magically) create a document with written instructions and annotated screenshots. 

Integrations

Confluence, Notion, Zendesk

Pricing

The Basic Plan is free. For more advanced features, the Pro Plan is at $29 per user per month. 

Best features

  • Automatically generate step-by-step guides using screen captures

  • Combine your Scribes with text, video and more using the Pages feature

  • Create visual SOPs, training manuals, and other process documentation quickly and easily

Third-party reviews

Scribe’s 4.8 stars across 60 G2 reviews point to how powerful and user-friendly the tool is. Reviewers agree, saying “there’s nothing like this on the market” and remarking on how much time it saves. 

14. Salesmate (CRM software with automation)

Blog post imageCredit: Software Advice

Salesmate is a leading CRM for agencies that offers advanced features such as marketing automation, workflow automation, meeting scheduler, live chat, and powerful integrations.  I implemented this for our agency after outgrowing our previous CRM.

Marketing agencies can engage with their clients using built-in calling, text messaging, and emails. This integrated approach has helped me maintain consistent client communication. With Salesmate’s marketing automation, you can create various automation journeys to execute your marketing campaigns seamlessly.

Integrations

G-suite apps, Docusign, Mailchimp, Microsoft Teams, Zoom, Livestorm, BigCommerce, Zapier

Pricing

Salesmate provides a 15-day free trial. The basic plans start at $12 per user per month.

Best features

  • Get actionable insights into growth and revenue with customizable sales reports and forecasting

  • Manage your pipeline and see visual representations of your deals at various stages

  • Integrate with all major email platforms and easily track email marketing metrics like opens and clicks

Third-party reviews

G2 reviewers giver Salesmate 4.6 stars across 64 reviews. One reviewer praises the development path and service team, and describes the tool as feature-rich. 

15. Meltwater (social listening and media monitoring software)

Blog post imageCredit: Meltwater

With over 20 years of experience, Meltwater is a pioneer in social listening and media monitoring software. I've relied on it for several crisis management situations where it gives agencies and marketing professionals the information they need in a single, integrated solution to monitor what is happening online.

Be it social media, news, podcasts, print media or blog posts, Meltwater allows you to understand what is being said about your brand, competition, or your niche.  I once uncovered an emerging PR issue for a client days before it became widespread, allowing us to prepare a response strategy in advance. As the only all-in-one solution for PR and social media, more than 30,000 companies use Meltwater’s media and social intelligence to stay on top of billions of online conversations and extract relevant insights to strategically manage their brands and campaigns.

Integrations

Facebook, Instagram, TikTok, X, YouTube, LinkedIn, WeChat, Google Analytics, Slack, Microsoft Teams, Bit.ly, DingTalk, Generic Webhook, Tableau, Domo, Power BI, Looker Studio

Pricing

Pricing is custom, you will need to contact Meltwater for a direct quote.

Best features

  • Sentiment analysis help you get a quick view of how people feel about your brand

  • My clients appreciate the real time monitoring of social media and other channels that helps them stay ahead of industry trends

  • Supports over 240 languages

Third-party reviews

Meltwater has four stars both on G2 and Capterra. One G2 user wrote: “Meltwater provides insightful data that helps us create content tailored to our audiences. The dashboard and every mention tool make it, so I don't miss anything in real time. I use Meltwater's every-mention tool daily and the dashboard weekly”

Manage your marketing efforts with ease with Teamwork.com

All 15 of the software options we’ve reviewed can drive significant value for your marketing agency, and many of them work together to deliver even greater benefits. After testing dozens of tools with my agency clients over the years, I've seen how the right combination can transform operations.

But at the core of your marketing tech stack, you need a way to keep deliverables straight and the work on track. I learned this lesson the hard way after missing several client deadlines when we were using a patchwork of disconnected tools.

Teamwork.com is that solution: built specifically for agencies and anyone executing client work, Teamwork.com has everything you need to dial up your project management and operations processes, drive business efficiency, grow profits, and scale confidently. When I implemented Teamwork.com for our agency, we saw immediate improvements in client satisfaction and team productivity.

See more of what Teamwork.com can do for your business now — get started now for free, view our comprehensive pricing plans, or book a demo today.

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Teamwork.com keeps your client projects on track, resources in check, and profits on point. Get started for free today.

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Making the switch: Easy implementation & adoption

Worried about transitioning from your current tools to a comprehensive project management solution? Teamwork.com makes the process painless with implementation support that gets agencies up and running quickly.

Unlike other platforms that leave you stranded after purchase, Teamwork.com offers dedicated onboarding specialists who understand marketing agency workflows. They'll help you transition from spreadsheets and email chaos to structured project management without disrupting your ongoing client work.

The platform's intuitive interface means your team won't need extensive training—most users report feeling comfortable with the basics in just days. For agencies concerned about adoption rates, Teamwork.com provides:

  • Done-for-you data migration from existing tools

  • Customizable templates designed specifically for marketing processes

  • Phased implementation plans that minimize disruption

  • Training resources tailored to different team roles

"We switched from a hodgepodge of tools to Teamwork.com and had our entire team operational within a week," reports one agency owner. "The guided implementation process saved us countless hours and prevented the productivity dip we'd experienced with previous software changes."

With Teamwork.com, you'll see ROI within weeks, not months—a critical factor when client deliverables are on the line and billable hours matter.

FAQs

How much time can marketing agency software save our team?

Marketing agencies using dedicated project management software like Teamwork.com see significant time savings across their operations. The most substantial gains come from eliminating constant context-switching between tools, automating routine tasks, and streamlining client communication processes.

Teams report saving hours each week by centralizing their workflow in one platform instead of juggling multiple tools. Project managers spend less time creating status reports, team members can quickly find what they need without hunting through email chains, and automated notifications keep projects moving forward without manual follow-ups.

The cumulative effect transforms your agency's productivity, freeing up more time for billable client work and strategic thinking.

How does marketing agency software improve client retention rates?

Client retention boils down to consistent delivery and proactive communication — two areas where marketing agency software excels. By providing transparent project timelines, professional client portals, and on-time deliverables, you fundamentally change the client experience.

Teamwork.com users report improvements in client satisfaction because the software prevents missed deadlines and communication gaps that typically cause client frustration. With features like client-facing dashboards and automated status updates, clients always know exactly where their projects stand. This transparency builds trust and transforms your agency from just another vendor into a reliable partner that clients want to keep around for the long haul.

How difficult is it to migrate from spreadsheets and email to a formal project management system?

The migration from spreadsheets and email to a formal system is much easier than most agencies expect. With Teamwork.com, you don't need to make the switch overnight — our phased implementation approach lets you transition one team or client at a time.

Most agencies discover that the real challenge isn't technical but behavioral. That's why our onboarding specialists focus on quick wins that demonstrate immediate value to your team. We provide templates specifically designed for marketing workflows that you can customize and implement right away, along with data migration support for bringing over your existing projects.

The typical learning curve for basic functionality is brief, with most teams comfortable with the essentials within days and fully adapted to the new workflow within a few weeks.

How can we track team capacity and workload across multiple projects and clients?

Teamwork.com's resource management features give you complete visibility into team capacity across all projects and clients. Our workload view shows you at a glance who's overbooked and who has bandwidth to take on more work.

You can filter by team, department, or skill set to identify potential bottlenecks before they impact deadlines. The capacity planning tools let you forecast resource needs weeks or months in advance, so you can make informed hiring decisions or redistribute work to prevent burnout.

Unlike basic task management tools, Teamwork.com factors in time off, non-project work, and even allows for complexity ratings on tasks to give you an accurate picture of true capacity. This prevents the common agency problem of the "invisible workload" that leads to missed deadlines and team stress.

More resources for agencies:

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