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Agency management software helps you run your business, whatever you do. Tools like Teamwork.com let you manage projects, communicate with clients, track time, calculate invoices, and manage resources.
A good agency management system integrates various functions into one platform, reducing human error and improving overall efficiency and communication, so you can complete your work on time and keep your clients happy.
In this guide, you’ll learn:
What is agency management software?
Agency management software, also known as an agency management system (AMS), improves how agencies work, allowing teams to better manage client relationships and automate key tasks.
Agency software improves your internal and external teams’ communication and how they complete tasks. An improved tech stack lets you track your agency’s time and resources so you can plan better and save time and money.
Some benefits of agency management software include:
Prevention of burnout and resource shortages: A lot of agencies have trouble managing their workloads and resources, which leads to team burnout. Agency management software lets you know who's working and what's on their plate, to avoid overwork. Automating routine tasks, like client reporting and project updates, lets the team focus better on what matters.
Automations for invoicing and payment collection: Getting paid can be a long process, and usually involves a lot of back-and-forth communication with clients. Agency management software simplifies invoice automation, keeps track of payments, and reminds clients of overdue payments. All billable hours can be tracked and billed accurately when invoicing is integrated with project and time management tools.
Tracking and reporting key outputs: A disorganized spreadsheet or sticky note won't work. The right agency management software lets you see what's going on in your business. It helps you build relationships with clients by allowing them access to the software so they can share, review, collaborate, and approve everything all in one place.
Agency management systems combine visibility with powerful reporting and analytics to help your team make data-based decisions within one tool. From resource management and recruitment to billing, scheduling, and creative strategies, the right software lets agencies focus on what they do best.
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10 of the best agency management software in 2024
Finding the right agency management software can make a huge difference in keeping things running smoothly and productive. With so many options out there, we’ve done the research for you and picked the top ten agency management tools for 2024. We looked at features, ease of use, and how well these tools help manage projects, automate tasks, and add value to your agency. Whether you're a small team or growing agency, these software options will help you stay on top of things and perform at your best in 2024.
1. Teamwork.com
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Teamwork.com is a powerful project management tool that helps agencies juggle multiple projects at once. With features like task management, time tracking, and Gantt charts, you can easily see who is doing what and how everything is moving along. Collaborate easily with your team and clients, share updates, and collect feedback right on the platform. No need to scroll through endless emails and chats to find what your team or client needs!
Here’s what you need to know:
Tailored for agencies
Built-in time tracking and billing
Easy collaboration with clients and creators on the platform
Flexible and scalable with your current workflow
Integrates with the tools you already use
Don’t just take our word for it:
"Teamwork.com consistently exceeds my expectations. It has totally changed the way our business works, and I can't fathom how we used to get by without it!
Jay Baer, Founder, Convince & Convert
2. HubSpot
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HubSpot is famous for its CRM, but it also has great marketing, sales, and service tools for agencies, particularly for email marketing and managing content and socials. You can create and track campaigns, manage content across platforms, and keep your audience engaged—all from one place. HubSpot offers detailed tracking and analytics to help agencies build leads and enhance client relationships.
Here’s what you need to know:
Manage marketing, sales, and customer service in one tool
Easily handle email marketing, social posts, and content
Detailed analytics let you track performance
The CRM integration keeps all client info organized and accessible
3. Harvest
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Harvest is an easy tool to use for tracking time and expenses. It provides clear reports on time spent on a project and the agency’s billable hours. Harvest’s integration capabilities make it easy to integrate with your current workflow and tech stack.
Here’s what you need to know:
Easy time tracking
Create and send invoices with just a few clicks
Keep tabs on all your project costs and receipts
Better track your budget and team’s time
4. Zapier
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Zapier isn’t a regular AMS, but it’s great for automating tasks between apps. It connects software for you, so you don't need coding skills. For example, you can create a “Zap” to add new leads to your CRM from your website, or get a Slack alert when an invoice gets paid.
Here’s what you need to know:
Connect apps and automate repetitive tasks without coding
Integrate with over 5,000 apps worldwide
Reduce manual work and save time
Easy and quick to use
5. Mailchimp
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While it’s not your typical agency management software, Mailchimp is a popular email marketing tool. It's easy-to-use and packed with features. You can customize emails, segment your audience, and access detailed analytics to run effective campaigns. For example, its automation lets you set up sequenced campaigns like welcome emails when someone signs up for your agency's newsletter.
Here’s what you need to know:
Create and send creative email campaigns
Automate email sequences to quickly catch your audience’s attention
Analytics help you see what's working and what's not, so you can tweak your campaigns
Anyone on your team can learn how to use it
6. Workable
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Workable is great for recruitment agencies. It makes hiring easier with job postings, candidate tracking, and team collaboration. Plus, it uses AI to help you find the right candidates faster.
Here’s what you need to know:
Easily post jobs and track applicants
Share feedback and collaborate with your team on the platform
Save time with automated interview scheduling and reminders
Hiring metrics and insights improve your hiring process
7. FreshBooks
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FreshBooks is a great tool for managing your agency’s finances. It has simple invoicing, expense tracking, and accounting features, making it perfect for small to mid-sized agencies. FreshBooks automations, such as recurring invoices and reminders for late payments, save time and keep your cash flow up-to-date.
Here’s what you need to know:
Create professional invoices in minutes
Track and categorize your expenses on the go
Track your time and log billable hours
The client portal lets clients view invoices and pay online
8. AgencyAnalytics
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AgencyAnalytics is great for agencies wanting detailed client reports. It collects data from platforms like Google Analytics and social media, and displays it clearly. You can make customized dashboards to showcase how well your agency is performing.
Here’s what you need to know:
Custom dashboards tailored to your agency’s requirements
Lessen the need for manual work with regular reporting updates
Track data from multi-channel integrations like SEO and social media
9. Slack
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Slack is a great tool for team communication, allowing chats, file sharing, and real-time collaboration. It's especially handy for managing projects with remote teams. Plus, it works well with other tools like Box, Google Drive and Zoom, making teamwork easier.
Here’s what you need to know:
Chat instantly with your team and clients
Keep conversations and projects neat and organized
File-share and collaborate on documents from one place
Searchable history lets you find old messages and files quickly
10. Calendly
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Calendly makes scheduling easy. It syncs with your calendar so others can book time with you, cutting out the hassle of back-and-forth. It's great for agencies and busy teams.
Here’s what you need to know:
Clients can easily book time with you directly and hassle-free
Syncs with your existing calendars to avoid double-booking
Sends automatic reminders to reduce no shows
How do I pick the right agency management software?
Choosing the right agency management software can be simple. Start by understanding your agency's current needs: what are the biggest problems you’re facing? Is it project management, invoicing, or client communication? Once you know, choose the software that fits your specific needs and budget.
Teamwork.com's top tips:
Look at what's not working with your current setup, and set goals to improve that.
Decide what's needed versus what’s wanted, and avoid unnecessary features to focus on what's necessary. Look for user-friendly software.
Research the differences between each agency software and know which ones offer customer support, helpful tutorials, and educational content.
Embrace your new software: help your team manage the change to a new system, and advocate its benefits with your team and clients during the transition process.
Why choose Teamwork.com as your agency management software?
Teamwork.com is the perfect choice for your agency. It has everything you need to manage projects, track time, and keep your clients happy—all on one platform. With features that are designed for agencies like yours, it makes your work easier, it's easy to use, and it won't break the bank.
What makes Teamwork.com stand out?
Designed for agencies: Our features have been created with creative, digital, and marketing agencies in mind.
All the tools you need to do your work: Manage clients, track time, and handle billing all on one platform.
Manage your projects in one place: Keep track of tasks, time, and budget with Gantt charts and project templates.
Keep clients (and everyone else) in the loop: Clients can check on project progress, leave feedback, and approve work right from the platform.
No more jumping between apps: Teamwork.com keeps all your project-related chats, file sharing, and comments in one place.
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Agency management software – FAQ's
What is the best all-in-one software for agencies?
It's worth checking out Teamwork.com if you're looking for software that combines project management, time tracking, and client communication all in one place.
How much does an agency management system cost?
Depending on your needs, you can choose from simple systems that provide basic features like time and project tracking, or more advanced platforms that offer additional features and customization like project budgeting and real-time dashboards. Teamwork.com is a great option, with prices starting at $5.99/user per month.
What is CRM in agency management?
A CRM is a customer relationship management program, which helps you keep track of all your client interactions. It's basically your digital contact book to keep everything organized.
What is the best marketing agency management software?
Teamwork.com is great for agencies. It helps your team manage campaigns, track progress, and stay organized. It’s a reliable way to keep projects on track and meet deadlines.
Other resources for agencies:
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