The Agency Toolstack
A list of tools for agencies and their customers.
You can't build a business without the right tools. From small studios to large agencies, everyone will find what they need in this list of helpful tools.
Running a successful agency starts with getting organized. Streamlining your own workflows and processes is key.
In this category you'll find helpful tools to manage your information on customers, manage projects, optimize internal communications.
Customer relations management
CRM systems are truely the backbone of a business. Everyone in your business will be using the CRM to look up clients and get the information that they need. So choose wisely!
Project management tools
Project management tools are essential if you want to create smooth workflows and procedures for your agency. These online tools replace the good ol’ fashioned bulletin board, and enable you to work in new innovative ways.
There are a lot of project management tools out there that often work in similar ways.
It used to be so easy: most of the internal communications happened at the coffee maker. But with employees working remotely, things became more complicated.
Here are a few tools that can create a digital coffee room for your agency.
Time management tools
Especially when your agency works with an hourly rate, it's important that you and your team keep track of time. These tools will help you.
Billing & Invoicing tools
With these tools you can create, send and manage invoices. Many of the CRM systems we mentioned above offer an invoicing tool as a part of their package.
These marketing tools can be valuable for your own marketing activities and those of your clients.
In this category you'll find tools that help you manage different channels, track your performance, optimize your conversions, and automate repetitive work.
Social media tools
With so many social media out there, it can be useful to manage everything from a single management platform. These tools will help your agency manage the different channels. Most of them come with features that will help you with publishing, tracking engagement, social listening and analytics.
Email marketing tools
Tools to keep your subscribers informed about your business. Send well-crafted newsletters or create smart email sequences. These tools also allow you to A/B test your emails so you can discover what works and what doesn't.
Many of the CRM systems we've mentioned above actually have some kind of email marketing tool included in their package.
Online advertising is an important source of traffic for both your own website as your client’s websites.
It’s all about the data! In the modern agency, everything needs to be measurable. Whether it’s the amount of clicks on your ad, or the performance of your blog article in search engines.
Marketing automation tools
Because marketing automation is such a broad topic, it's hard to make a list of tools. Many of the tools we've discussed in the CRM & email marketing categories can automate marketing tasks. In this category you'll find tools that you can use to connect different platforms, tools and apps to each other.
Webinars are a popular way to generate leads. There are a couple of interesting webinar platforms out there, each with their own strengths.
Use these tools to learn more about the pains, challenges and ambitions of your potential and existing customers. By understanding them better, you can tailor your services to their needs and improve your marketing.
Keyword research tools
Performing keyword research gives you a lot of insight into your potential buyers. By knowing what they are looking for in search engines, you can discover what their actual pains and problems are. Keyword research is also essential for search engine optimisation and for planning a content marketing strategy.
Sales document tools
Managing sales documents can be a hassle. These tools allow sales teams to create, send and track sales documents like proposals or quotes.
Pipeline management tools
Customer Service Tools
From conceptualization to development. You need the right tool for every stage of the web design process.
In this category you'll find tools for drawing wireframes, creating designs, and managing content.
Flowchart & mind mapping tools
Web design tools
Content Management Systems
Graphic design is often one of the most important services of a marketing agency and video marketing is becoming more popular every day.
In this category you'll find the right tools for graphic design and video editing.
Graphic design tools
Video editing tools
Whether you're building a website for a hotel, a store, or a real estate agent, you'll need the right tool for every project.
In this category you'll find what you need!
Video hosting tools
Event tickets systems
These applications allow users to embed a checkout on their website, so visitors can buy tickets for events and shows online.
Meeting calendar tools
Live Chat & Chatbots
While this list should cover the essential tools you need to run and grow an agency, we've really only scratched the surface. Every day thousands of new tools are created.
Always be on the lookout for new tools and platforms that could increase efficiency and improve your business. If you follow our blog, we'll help you keep up with the latest trends, tools and technology!