With so many tools in the market, it may be hard to choose the best ones for your agency. After all, you always find yourself in a dilemma: you need just a few tools that can do more for you, costing the least possible.
We have gathered a list of 8 different agency tools related to the tasks you perform every day. Tools that will help your run your workflow, be more productive, manage processes, clients, and create content. Let’s jump right into them.
1. Drag: Control your workflow from your inbox
Drag is a multi-purpose tool perfect for agencies that need to centralize their work in just one place to be more productive. It is a specialized shared inbox that works inside Gmail, allowing teams to receive and manage team emails in real-time without logging into different accounts.
As you can see in the image above, you can create several Drag boards according to your needs. Each one of these boards can be set up to receive emails from a specific address (such as sales@, billings@).
Drag can also be used as a CRM, for task management, project management, and as a help desk. Therefore, you have everything you need to manage your workflow in just one place, which will increase your productivity and give you more time to focus on your work.
So if you communicate with your clients and partners through emails and are constantly forwarding them and creating endless threads, Drag is the right tool for you.
- Kanban view;
- Team chat inside each email;
- Automations on boards;
- Space to write notes in emails;
- Shared email drafts;
- Email tracking templates, sequences;
- Task management functionalities (due dates, checklists, assignments, tagging system);
Pricing: You can get Drag for free, with an account limited to one user. The Pro plan costs $8 per user per month billed annually and $10 user/month billed monthly.
2. Google Workspace
Ok, ok. You already know this one, and you are probably using it at the moment. But it is worth mentioning how G Suite became Google Workspace and the new things that came with this change. And of course, how these changes can benefit your agency.
Google Workspace is a business platform that includes the following main apps:
- Gmail for businesses to exchange email with your clients using your custom domain;
- Chat for conversations with the team, clients, partners, and providers;
- Meet for virtual meetings;
- Calendar to schedule meetings, appointments, and important dates;
- Drive to save all the essential files for the agency on the Cloud;
- Docs to edit and collaborate on documents in real-time;
- Sheets to organize important information;
- Slides to present proposals, show reports;
Although you can use most of these apps for free, you’ll have access to unlimited and custom resources when you decide to acquire a plan.
With Gmail for Business, for example, instead of using email addresses with @gmail.com, it’s possible to use your own domain to make you look more professional.
Moreover, imagine being able to chat with your team without leaving your email inbox, editing documents together in real-time, and creating tasks for your project’s next steps. This is now possible in Gmail for Business, part of the new Google Workspace. You can have everything you need on just one screen, avoiding context switching.
Also, you can manage another important tool for your workflow organization right in Gmail: Google Calendar. With just one click, a pop-up with your schedule appears, and you can create, check, and edit your events any time you want.
Pricing: There are four Workspace plans:
- Basic – $6/user/month
- Standard – $12/user/month
- Plus – $18/user/month;
- Enterprise plan – Requires contacting Google Workspace’s sales team;
3. Whoisvisiting: Website Visitor Tracking Software
Whoisvisiting is a tool that allows visitor tracking for websites. In short, it identifies who the visitors are on your website, where they are coming from, and what they have been looking at on your website.
It can help agencies acquire new leads for themselves and their clients in a much more optimized way. Mainly because these leads are already interested in the service/product on the website they visited.
Some information that Whoisvisiting provides is for which company the lead works, the date and time of the access, the location, how many pages they have visited, and the amount of time they spent navigating the website.
Briefly, Whoisvisiting will help enhance your marketing activities’ potential and increase the sales revenue by pre-qualifying your business leads or your clients’.
- Website visitor tracking
- Company identification
- Company information
- Visitor session journey
- Identify social profile
- Email finder
Pricing: $49 /month for the Prospect plan, starting at $69 /month for the Visiting plan. You can check all plans here.
4. SocialBu: Managing social media
Social Bu is a Social Media Management Tool that supports multiple platforms. It provides functionalities like scheduling automation, publishing, and other Facebook, LinkedIn, Instagram, and Twitter features.
For Instagram, for example, you can also schedule stories and monitor hashtags for your brand. While on Twitter, you can schedule threads and create custom reports and insights.
Unlike other social media management software, it provides dynamic automations and a feature for scheduling from RSS.
This social media marketing tool also offers 24/7 customer support, a mobile application, and a chrome extension, allowing you to manage your client’s social media from anywhere you need.
- Post Insights
- Instagram Story Scheduling
- Hashtag Suggestions
- Followers Growth Trends
- Auto-post from RSS feeds
Pricing: $8 per month on the Starter plan, $19 per month on the Standard, $59 per month on the Super plan, and $199 per month on the Supreme plan.
5. Mautic: Open Source Marketing automation
Mautic is an automation software that allows marketing agencies to create campaigns for lead generation and nurturing. You can create landing pages with forms inside Mautic that will be your lead source. The tool creates segments with the data you collected, and then it’s possible to schedule and send automatic emails to this specific database.
For example, if you set a form for newsletter subscription in a client’s website, you can create a flow of emails the subscriber will receive next, with custom variables to avoid flooding their inbox.
If your agency is focused on email marketing and acquiring leads from web pages, Mautic will be a great asset for you.
- Lead generation and contact scoring;
- Campaign Building;
- Contact segmentation;
- Email builder;
- Page builder;
- Lead nurturing;
- A/B testing;
Pricing: Mautic’s pricing is not available online. The custom prices will depend on your needs. You can check this page for more information.
6. Calendly: an agency tool for scheduling
Agencies need to schedule events constantly: meetings with clients, partners, providers, internal meetings, sometimes even for interview processes. And there are a lot of scheduling tools to help facilitate this need, such as Google Calendar.
When you ally a virtual Calendar with Calendly, you can take your timing organization to a whole new level. Calendly allows you to send a custom invitation through email. It allows the recipient to choose one of your available days and times to book a meeting with you. After setting the time, Calendly automatically adds the event to your calendar.
It integrates with Google, Outlook, Office 365, or iCloud calendars, so you don’t need to worry about having double bookings. Besides, it’s possible to customize your available schedule, setting buffer times between meetings.
For global agencies that need to meet people from several countries, Calendly is more than useful because it detects the invitees’ timezone to schedule the right time for both of you.
- Time zone detection;
- Round robin;
- Minimum scheduling notice;
- Daily limits;
Pricing: The basic plan is totally free with some limitations, the Premium Plan costs $8/user/month, and the Pro plan is $12/user/month.
7. Affinity: An alternative design solution
If you need an alternative for the Adobe Suite for your design tasks, Affinity is your tool. It is also a suite of programs: Photo, Designer, and Publisher.
Affinity Photo is the photo editing software that works according to your needs, whether for quick fixings and retouchings or creating complex fine arts. It offers raw editing, HDR Merge, batch processing, PSD editing, 360 image editing, and many others.
Design is ideal for creating logos, icons, mock-ups, print projects, and anything your designers use to work on. Besides, it provides a combination of vector and raster design tools in one software. Design users have unlimited artboards, advanced grids, snapping, and alignment, and can work with several file formats (PSD, AI, PDF, SVG, JPG, TIFF, EXR).
Finally, Affinity Publisher is the choice for agencies that need to work on E-books, books, magazines, and other content materials. It’s suitable to edit images, graphics, and texts to turn them into layouts for publication.
Pricing: Each app of the Affinity suite costs $49 per month.
8. Planning Maestro: A tool to control your finances
Centage is an enterprise budgeting software that offers a complete tool called Planning Maestro. It can be used for budgeting, forecasting, workforce planning, reporting, analytics, and other financial related purposes.
It’s a comprehensive alternative for agencies that don’t want to use spreadsheets to control their budget and forecast.
- Budgeting and planning;
- Financial dashboard and reporting;
- Comprehensive analytics;
Pricing: Contact the company.
We really hope this list of agency tools has been useful for you to decide between the perfect fit for your purposes. It’s always good to consider new options you haven’t heard about and that can work the same or even better as the most famous ones.
Remember to look for these software reviews in directories like Capterra and G2, so you can find out similar use cases to yours and be sure they are worth trying. Also, check if the tool offers a free trial before acquiring a paid plan to test its functionalities.