31 Best Agency Tools To Help You Scale In 2025

Running an agency is not an easy job! 

You’ve got endless tasks to do – from client deadlines, managing teams, keeping payment records, to bringing in new business. 

All these tasks take away your day, leaving no time to focus on your business.

I get it — because I’ve been there.

When I started my company, I went through the same. My to-do list used to run long.

But the situation quickly changed the moment I stopped trying to “do it all” and started letting the right tools do the heavy lifting.

Now, I save 3-5 hours a day (yes, every single day) and invest that time in growing my business, nurturing and building client relationships.

That’s why I’m sharing this curated list of 31 agency tools (including a few tools my team swears by).

Let’s get into it!

Top 8 Tools Every Agency Needs (My Personal Picks)

Building your agency toolkit from scratch? Here are the tools you’ll definitely need: 

1. Saleshandy– Best for lead generation 
2. LinkedIn– Best for personal branding
3. Salesforce– Best CRM Tool for agencies
4. Trello– Project management tools for agencies
5. Google Workspace– Best for team collaboration
6. Ahrefs– Best for SEO
7. QuickBooks Online– Best for accounting 
8. Slack– Best for communication 

31 Best Agency Tools To Scale More Effectively in 2025

Check out these agency tools by category to support your workflow and operations. Whether you’re looking for software to save time or get results faster, you’ll find what you need in this list.

1. Cold Emailing Tools for Agencies
2. Sales Prospecting Tools for Agencies
3. Networking & Branding Tools for Agencies
4. Cold Calling Tools for Agencies
5. CRM Tools for Agencies
6. Project Management Tools for Agencies
7. Sales Engagement Tools for Agencies
8. Meeting Scheduling Tools for Agencies
9. Analytics Tools for Agencies
10. Time Tracking and Productivity Tools for Agencies
11. Designing Tools for Agencies
12. Social Media Agency Tools
13. Accounting and Invoicing Tools for Agencies
14. Collaboration and File Sharing Tools for Agencies
15. SEO and Content Marketing Tools for Agencies
16. Communications Tools For Agencies

Let’s get started! 

Cold Emailing Tools for Agencies

Want to generate leads for your agency without breaking the bank? 

Cold emailing is your answer!

This cost-effective strategy lets you directly connect with potential clients and decision-makers. 

However, manually sending cold email campaigns can be overwhelming.

That’s where automation tools come in. 

They ease the burden on you and your SDRs while helping optimize and scale your outreach efforts to win more clients for your agency.

Here are my go-to cold emailing tools →

1. Saleshandy

Saleshandy is the  all-in-one cold email software in the market. 

It’s not just a platform to send emails. Saleshandy enables you to automate prospecting and outreach efforts from a single platform – a perfect agency tool for those who don’t want to juggle multiple tools for  launching cold email campaigns.

Let’s take a look at its features →

  How Can Saleshandy Help You to Scale Your Agency?

• Lead Finder: You can find the accurate contact information of your prospects from the vast B2B database of 700M+ contacts & 60M+ companies. 
• Sequence Automation: With Saleshandy, you can create multi-step and unlimited sequences. 
• Personalization: Saleshandy has features like Spintax, Merge tags, and variable tags that allow you to personalize emails at scale. 
• Free Email Warm-up: You can warm up your email accounts for free with Saleshandy. 
• Unified Inbox: You can track your client conversations from a single place. 
• Integrations: Saleshandy integrates natively with popular CRMs like Salesforce, HubSpot, Zoho, and other popular sales tools. 

What do Users Have to Say?

2. Woodpecker 

The next cold emailing tool on my list is Woodpecker. 

It is a great agency tool to automate your cold emails; however, in comparison to Saleshandy, Woodpecker offers moderate features that focus on scaling  small-to-medium-scale campaigns. 

Here are a few features of the Woodpecker → 

How Can Woodpecker Help You to Scale Your Agency?

• Condition-based campaigns: With it, you can personalize your follow-up emails based on the actions your prospects take, such as opening an email or clicking a link.
• Adaptive sending: It automatically reduces your email-sending quota before your campaign hits the email-sending limits of your ESPs.
•  Centralized inbox: It allows you to track all your campaigns from one place. 
• Integrations: Woodpecker supports integration with popular CRMs, email verification, productivity, and other tools. 

What do Users Have to Say? 

Sales Prospecting Tools for Agencies 

Finding new clients would be the biggest challenge you might be facing! 

But trust me, with the B2B data providers, you can find the right clients for your business/services and their contact information as well. This would save you and your team time that would otherwise go into manually hunting for clients. 

These two are my and my team’s go-to prospecting tools:

3. Saleshandy’s Lead Finder 

Saleshandy’s B2B Lead Finder has the largest and most accurate B2B database of 700M+ profiles & 60M+ companies.

You can find your potential customers and their accurate email addresses and phone numbers.

Moreover, to quickly find the right customers, you can use its advanced filters such as company name, company location, industry, role, department, and revenue, and get the contact information to connect with them.

Here are the features of Saleshandy’s lead finder →

How Can Saleshandy’s Lead Finder Help You to Scale Your Agency? 

• Largest Database: It has a vast database with international data coverage.      
• Advanced Search Filters: Find the right clients with 15+ search filters.
• Real-time Email Verification: Saleshandy has built-in email verification functionality.
• Free Chrome Extension: You can find clients and their contact information on LinkedIn.
• Credit Rollover: The credits you don’t use in a month will be carried over to the next month.

What do Users Have to Say? 

4. Apollo.io

Apollo is another agency tool you can consider adding to power your sales team. 

It is basically a sales intelligence software that allows you to find your ideal prospects through its database or AI recommendations. 

Also, you can use its 65+ search filters, such as technologies, recent funding rounds, domain name, revenue, and much more, to find the ideal prospect.

Here are the features of Apollo.io→

How Can Apollo.io Help You to Scale Your Agency?

• B2B Database: It has a database with global coverage. 
• Scores & Signals: You can filter clients based on their buying intent. 
• Integrations: It allows Bi-directional sync with Salesforce & HubSpot.
• Free LinkedIn Extension: With the free Chrome extension, you can prospect on LinkedIn. 

What do Users Have to Say? 

Networking & Branding Tools for Agencies

If you want to run a successful business, having a solid online presence is non-negotiable.

And LinkedIn can help you do that!

I use LinkedIn to post content and connect with founders and thought leaders in the lead generation space, and it has helped me greatly in building a strong online presence and valuable business relationships.

5. LinkedIn

LinkedIn allows you to build valuable business relationships with industry professionals from the same industry and potential clients. 

Moreover, you can also set up your agency’s page to showcase your services, use search features to find new leads, and even run targeted ads to reach your ideal audience. 

Overall, it is the best social networking and branding platform for B2B professionals. 

How Can LinkedIn Help You to Scale Your Agency?

• Analytics and Insights: LinkedIn has solid analytical capabilities that enable you to track engagement, impressions, and more.
• InMail Messaging: You can directly reach out to potential customers with personalized messages.
• LinkedIn Ads: It allows you to run targeted ad campaigns among specific demographics and industries. 
• Content Sharing: With LinkedIn, you can publish content to establish your thought leadership and maintain online visibility.

What do Users Have to Say? 

“It’s a positive atmosphere to foster business leads and friendships and gain new insights.” ~ Read the full review on G2

Cold Calling Tools for Agencies 

Cold calling is still one of the most used sales strategies. However, if your sales team is still doing it manually, then you’re missing out on many business opportunities. 

You should use tools to streamline the entire calling process by automating tasks like dialing, managing contact lists, scheduling follow-ups, and summarizing calls to track conversation times.

Here are my top recommendations → 

6. Dialpad AI Connect

Dialpad allows you to automate and manage your cold emailing campaigns from a single platform. 

It has a suite of AI-powered features that enable you to speed up and streamline your routine tasks and workflows from anywhere, on any device.

That said, what impressed me the most was its live speech-to-text feature that utilizes AI for automated speech recognition and transcribes your calls when they’re happening.

Let’s take a look at its features →

How Can Dialpad Help You to Scale Your Agency?

• Integrations: It supports integrations with Salesforce, Zendesk, HubSpot, Zoho & other tools. 
• Unlimited calling: Dialpad allows you to make unlimited calls in all its pricing plans.
• DialpadGPT: It is a suite of AI features that create call summaries and offer in-the-moment coaching, recaps, scorecards, etc. 
• Mobile app: You can use Dialpad across devices like mobile phones, the web, and laptops. 

What do Users Have to Say?

7. Aircall 

Aircall is another cold-calling software you can consider adding to your stack of agency tools. 

It allows you to effortlessly manage conversations from one place, enabling you to focus on things that matter to drive revenue.

Moreover, it has advanced monitoring capabilities that allow you to track metrics and improve performance. 

Here are some of its features that can help you save time

How Can Aircall Help You to Scale Your Agency?

• AI-Generated Call Summaries: It automatically generates summaries of your conversations. 
• CRM Integrations: Aircall integrates with popular CRM and Helpdesk tools to increase your productivity. 
• Interactive Voice Response: You can set up an IVR directory that automatically directs the callers to the right team.  
• Virtual Call Center: It centralizes all your users and numbers in one place. 

What do Users Have to Say?

CRM Tools for Agencies

A good CRM will do the heavy lifting for you – from acquiring to retaining and nurturing leads; it will do everything for you! 

You can centralize all your client data into one platform, making it easier for you and your teams to access and manage information, streamline operations, and boost productivity.

Here are the CRMs that I trust to get reliable insights and make better decisions:

8. Salesforce

Salesforce is the best CRM in the market, and no one can deny it! 

It is the #1 AI CRM and offers a complete platform for sales, allowing you to sell faster, smarter, and more efficiently.

It allows your teams to work around your customers more and get actionable insights from data, attract targeted prospects, and retain loyal customers. 

Here are some of the key features of Salesforce →

How can Salesforce Help You to Scale Your Agency?

• Advanced Forecast & Pipeline Management: You can manage your entire sales pipeline in your CRM and improve it with accurate forecasts from real-time signals and embedded historical charts.
• Pipeline Inspection: With Salesforce, you can track your sales pipeline in one view with real-time insights into customer journeys.
• Products and Price Books: You can save your product catalog and assign prices to merchandise items.
• Einstein Activity Capture: It automatically captures and syncs your emails with Salesforce in real-time.

What do Users Have to Say? 

9. HubSpot CRM

Another agency tool you can consider is HubSpot CRM. 

It is an AI-powered sales CRM that helps you build a solid pipeline and close more deals faster.

You can automate your entire sales cycle and bring all of your sales data, tools, and teams on a single platform.

Moreover, with advanced reporting capabilities, you can effortlessly and accurately predict revenue, track the team’s performance, and analyze the leaks in your pipeline. 

Take a look at the features of HubSpot CRM →

How Can HubSpot CRM Help You to Scale Your Agency?

• Conversation Intelligence:  It analyzes the customer calls and shares the actionable insights directly in the CRM. 
• AI Guided Selling: With the help of AI, it does predictive analysis to provide relevant and impactful suggestions to increase efficiency. 
• Sales Automation: You can reach out to your prospects through multi-channel outreach. 
• Sales Analytics & Reporting: HubSpot’s CRM  gives full visibility into your sales process so you can forecast effectively. 

What do Users Have to Say? 

Project Management Tools for Agencies

Project management tools are lifesavers for agencies! 

These tools offer a range of features to give you a big-picture overview of your client’s project progress and delivery. 

They also enhance collaboration across internal teams, ensuring everyone stays aligned.

Here are my top recommendations for the best agency tools for project management: 

10. ClickUp

ClickUp is your go-to all-in-one project management tool! 

It offers various task management, collaboration, goal setting, time tracking, and workflow automation features.
Additionally, you can customize your dashboard as per your requirements and use it on the project. 

Let’s take a look at ClickUp’s feature: 

How can ClickUp Help You to Scale Your Agency?

• Tasks: You can seamlessly add tasks and custom tags statuses and priority levels. 
• Portfolios:  ClickUp enables you to manage multiple projects in one centralized place, providing a high-level overview of your tasks and team collaboration. 
• Board views:  You can visualize tasks as cards and organize them into columns such as “To Do,” “In Progress,” and “Completed.” in a kanban-style layout. 
• Gantt charts: It offers a visual timeline of tasks and project milestones that allow you to track task dependencies, deadlines, and overall progress.

What do Users Have to Say? 

11. Trello

Trello is an easy-to-use project management app. 

It allows your team to collaborate and organize workflows through various types of project boards. Moreover,  what I love about Trello is its simple yet intuitive dashboard, which makes it easy to track projects. 

Here are the key features of Trello:

How can Trello Help You to Scale Your Agency?

• Templates: Trello offers a wide range of pre-designed boards for specific industries, communities, and custom templates.
• Views: You can choose the view for your dashboard and visualize projects in Kanban, Timeline, Calendar, Dashboard, or Map formats. 
• Power-Ups: You can pick add-ons like Slack, Google Drive, and Time Tracking apps to boost the productivity of your team. 
• Integrations: Trello offers integration with various sales and productivity tools like Jira and other tools like file management, HR & operations, development, etc. 

What do Users Have to Say? 

Sales Engagement Tools For Agencies

Sales engagement tools can be a game-changer for agencies. If juggling multiple outreach tools feels like too much, these tools combine everything you need in one place, making outreach easier and more effective.

They allow you to execute personalized multichannel outreach at scale, significantly increasing your chances of converting leads into paying clients. 

These two are my top recommendations for agency tools for sales engagement: 

12. Klenty

If you are looking for a sales engagement platform that allows you to do intent-based personalized outreach, Klenty should be your choice.

Additionally, it offers extensive sales and conversation intelligence features that allow you to find, engage, and convert prospects into a pipeline. 

That said, it also offers AI-powered prospecting capabilities that help you build lists by researching accounts, enriching contact data, and building a solid pipeline.

Here are the key features of Klenty:

How can Klenty Help You to Scale Your Agency? 

• AI SDR: With SDRx, you can automate every step of your outbound outreach. 
• Integrations: Klenty integrates with Pipedrive, MS Dynamics, Hubspot Zapier, Hippo Video, etc.   
• Multi-Mode Sales Dialer: With this feature, you can automate all the time-consuming tasks related to calling so that you can focus purely on calling. 
• Conversation Intelligence: It has conversation intelligence features that review your conversations and create AI-powered summaries. 

What do Users Have to Say? 

13. OutPlay

Outplay has a sales CRM that allows you to seamlessly sync all your important lead data and directly start multi-channel outreach through social channels like SMS, email, and phone calls.

 Moreover, it has sales automation capabilities that allow you to automate your entire outbound sales funnel, helping you close deals faster. 

These are the key features of OutPlay:

How can OutPlay Help You to Scale Your Agency?

• Sales Analytics: Outplay offers detailed analytical reporting capabilities to monitor booked meetings, touchpoints, prospects contacted, tasks completed, etc.
•  Integrations: It has native integration with Vidyard, Gong, etc. 
• Multichannel Outreach: You can reach out to your prospects through different channels like chat, email, SMS & dialer. 
• Chrome extension: You can use Outplay’s browser extension to prospect on the web.

What do Users Have to Say? 

Meeting Scheduling Tools for Agencies

One of the biggest time wasters I consider is the back-and-forth involved in finding convenient meeting times. 

While I know meetings are an essential part of business, I feel that the time I spend coordinating with my clients, vendors, and internal teams manually is simply not worth it!

Fortunately, the meeting scheduling tools helped me to eliminate this problem by automatically booking meetings based on participants’ real-time availability.

Here are my top recommendations for agency tools that have helped me eliminate the back-and-forth in scheduling meetings:

14. Calendly

Calendly is the best meeting scheduling app for agencies that do a lot of remote work. 

With it, you can automate the entire process of scheduling the meeting and sending follow-ups and reminders and integrate it with the tools you need. 

It does offer a free forever plan; however, it’s worth mentioning that it’s limited to a single user.

Take a look at the key features of Calendly: 

How can Calendly Help You to Scale Your Agency?

• Connect calendars: You can smoothly sync and manage your  Google, Outlook, and Exchange calendars with Calendly. 
• Set availability: Calendly allows you to customize your calendar with your available hours for the meetings, buffers between meetings, and adds limits to the number of meetings per day.
• Share your scheduling link: You can personalize Calendly’s meeting link with your website, email, social/ outreach campaigns, and event promotions. 
• Integrate video conferencing: It allows you to connect with GMeet,  Microsoft Teams, and Zoom and generate custom meeting links for each meeting.

What do Users Have to Say? 

15. Doodle

In my opinion, Doodle is the best budget-friendly meeting scheduling tool for agencies of all sizes!

Why?

It has features that are suitable for everyone, from solopreneurs to large teams and event organizers. 

For booking 1:1 meetings, you can create a meeting page and share your available time slots. Whereas, for group meetings, you can create a poll with available time slots and let everyone choose their preferred times.

Here are the key features of Doodle →

How can Doodle Help You to Scale Your Agency?

• Sign-up Sheet: It allows you to create sign-up sheets for organizing conferences, webinars, and training sessions. 
• Booking Page: You can create and customize a shareable meeting booking page.
• Group Polls: With Doodle, you can create a poll for a particular group to select the meeting time.
• 1:1s: You can seamlessly schedule one-on-one meetings by sharing multiple time slots for the other person to choose from.

What do Users Have to Say? 

Analytics Tools for Agencies

Analytics tools can help you to process and analyze large amounts of data to offer complex insights into more easily understood reports and visualizations. 

Hence, these tools help you iterate and optimize your strategies. 

Here are agency tools you should consider for analyzing your data: 

16. Google Analytics 4

You are not doing marketing if you are not using Google Analytics! 

I have been using GA since the beginning of my journey as a marketer to understand user behavior. 

It has solid tracking and analysis capabilities that provide deeper insights into the customer journey, which you can use to optimize your marketing strategy. 

The best part is that it’s completely free!

Let’s take a look at the key features of GA4 → 

How can GA4 Help You to Scale Your Agency?

• Cross-Platform Tracking: It unifies data from both your website and app to share an overall overview of user journeys.
• Event-Based Data Model: You can track and measure user interactions like clicks, views, etc. 
• Predictive Analytics: It uses AI to predict user interactions and trends to forecast traffic, visitors, etc. 
• Report customization: You can customize reports as per specific scenarios.

What do Users Have to Say? 

“Best tool for tracking website traffic” ∾ Read the full review on G2.

17. Mixpanel

Mixpanel is the best product analytics tool. 

My marketing team and I have been using it for more than a year now, and it has really helped us to track user interactions via event-based interactions, behavior trends, and cohort analysis. 

Here are some of the amazing features of Mixpanel →

How can Mixpanel Help You to Scale Your Agency? 

• Customize reports and cohorts: You can create customized dashboards & chorots to view and measure specific metrics. 
• Session Replay: It allows you to replay the individual user sessions to analyze trends and identify patterns. 
• Watch user journeys: You can visualize and track your user’s entire journey on a single dashboard. 
• Integrations: Mixpanel offers integrations with 100+ tools. 

What do Users Have to Say? 

Time Tracking and Productivity Tools for Agencies

You need time-tracking tools to get an accurate idea of how much time your team is spending on each project. 

These are my top picks for agencies to track time →

18. Hubstaff 

In my experience, Hubstaff is the most easy-to-use time-tracking software. 

You can set it up in seconds! Apart from giving detailed insights into the time and activity of your team members, you can also use it to automate payroll and generate invoices for your clients.  

These are some of the key features of Hubstaff →

How can HubStaff Help You to Scale Your Agency?

• Project cost management:  It allows you to track hours and pay rates for a particular project. 
• Employee productivity tracking: With its built-in efficiency-boosting tools, you can track the productivity of your teams.
• Online payroll & payments: You can seamlessly and accurately track your team’s billing. 

What do Users Have to Say? 

19. Clockify

Clockify is the best free time tracker. 

You can track work hours for your team across projects using a timer, clock-in kiosk, or timesheet.
Moreover, if you are a freelancer or working with a client on an hourly basis, it allows you to record project expenses and fees and create invoices from billable time.

What’s my favorite part? It is a free forever tool! 

How can Clockify Help You to Scale Your Agency? 

• Mobile app: You can use its dedicated mobile app to track time on the go. 
• Planning: It allows you to plan your team’s time by creating shifts and schedules. 
• Budgeting: You can track the billable hours and automatically create invoices. 
• Attendance: It is a suite of tools that allow you to track your employee’s work time and attendance. 

What do Users Have to Say? 

Designing Tools for Agencies

Designing software is too obvious to be added to the list of agency tools, as you need them to create logos, social media posts, pamphlets, YouTube thumbnails, etc.

Here are the top recommendations for the best designing tools for agencies

20. Adobe Creative Cloud

Adobe Creative Cloud is the best design software on the market. 

And for all the good reasons! 

It is a designing suite that gives you access to 20+ designing and editing apps, such as:

• Photoshop
• Illustrator
• Premiere Pro
• Lightroom etc. 

Here are its key features:

How can Adobe Creative Cloud Help You to Scale Your Agency? 

• Cloud-Based Storage: It provides storage up to 1TB. 
• Collaboration: You can smoothly collaborate with your team with features like commenting directly on files, shared libraries, etc. 
• Integrations: It allows you to connect with third-party productivity, collaboration, and other design tools. 

What do Users Have to Say? 

21. Canva Pro

Canva is a simple designing tool. 

It brings together everything that you need to design your logo, social media creatives, website, YT thumbnails, visiting card, etc, in one place. 

Moreover, with Canva, you don’t have to create the designs from scratch! 

Once you sign up on Canva, all you have to do is choose the use case, pick the template, and edit it as per your requirements. That’s it! 

However, unlike Adobe, it does not have advanced design and editing features. 

These are some of Canva’s features. 

How can Canva Pro Help You to Scale Your Agency? 

• Built-in Stock Library: Canva gives you access to millions of royalty-free images, videos, audio tracks, and illustrations.  
• User-friendly Interface: It has an easy-to-navigate drag-and-drop interface. 
• Multiple Export Options: You can download your designs in formats like PNG, JPG, PDF, MP4, GIF, etc.

What do Users Have to Say? 

Social Media Agency Tools

Your social media team is the busiest group in the entire company. Unlike other teams, they have to create content faster, keep up with trends, and monitor metrics on a weekly basis! (Sounds like too much work, right?) 

Well, you can use these social media management tools to cut them some slack!

22. Hootsuite

In my experience, Hootsuite is the best social media tool. 

Hear me out, why? 

It allows you to manage social media platforms like LinkedIn, Twitter, and Facebook. 

Moreover, with its AI assistant, you can brainstorm month’s worth of ideas and plan a social media calendar in advance. 

Apart from that, I am really impressed with its competitor analysis functionality! It gives me insights into what my competitors are doing and identifies what is bringing in results for them. 

Here are it’s key features:

How can Hootsuite Help You to Scale Your Agency?

• OwlyWriter AI: With Hootsuite’s AI assistant, you can create captions and hashtags of any scale. 
• Social Listening: It allows you to track brand mentions, keywords, and hashtags and gives sentiment analysis on a particular trend. 
• Best Time to Post: With Hootsuite’s robust reporting capabilities, you can find the perfect time to post on social media platforms. 
• Central Dashboard: You can create, schedule, and publish content for all your social platforms from a single location.

What do Users Have to Say?

23. Buffer

Buffer is the next social media management software on my agency tools list! 

It offers almost the same features as Hootsuite! You can schedule posts for all your social media channels, generate captions and hashtags from one place, etc. 

But it is less pricey than Hootsuite; therefore, if you are on a budget or are handling a large team, Buffer is your tool! 

Here are the key features of Buffer:

How can Buffer Help You to Scale Your Agency?

• AI Assistant: It allows you to create, refine, and repurpose content at scale. 
• Schedule the first comment: With this feature, you can schedule your first comment within your Instagram or LinkedIn posts.
• Advanced analytics: You can use Buffer to analyze the performance of your social media campaigns across channels. 

What do Users Have to Say? 

Accounting and Invoicing Tools for Agencies

Managing finances doesn’t have to be a headache!

Check out these recommended agency tools to automate and streamline your financial management.

24. QuickBooks Online

QuickBooks is an easy-to-use accounting tool. 

It allows you to organize and manage your finances from one place and use the saved time to run your entire business. 

Take a look at these key features of QuickBooks:

How can QuickBooks Help You to Scale Your Agency?

• Invoice and payments: You can create custom invoices and send payment reminders to clients.
• Bookkeeping automation: It enables you to automate the tedious task of sorting expenses into the right categories. 
• Bill management: You can upload, organize, and track your business bills online.

What do Users Have to Say? 

25. Xero

If you are a small team member or a freelancer, then Xero is the perfect accounting tool for you! 

Why?

Well, it’s affordable and offers all the features you would need to streamline your business finances. 

It enables you to send invoices and quotes, enter bills, record bank transactions, and do much more on a single platform. 

These are the key features of Xero:

How Can Xero Help You to Scale Your Agency?

• Multiple Currencies: It automatically tracks and monitors your international business transactions. 
• Advanced reporting: With Xero, you can get an overview of your business’s financial health in a single view.
• Inventory Plus: It is an add-on service that allows you to track your inventory to fulfill orders on time. 

What do Users Have to Say? 

Collaboration and File Sharing Tools for Agencies

Great teamwork is the reason behind every successful project! 

For smooth teamwork, you need reliable collaboration tools. 

Here are my top collaboration tools: 

26. Google Workspace 

Google Workspace is created for teams of all sizes. 

It is a productivity and collaboration solution designed to help teams to streamline their work processes.  

With the help of tools such as email, chat, video conferencing, data storage, etc, your teams can execute operations from a single place.

What do I love about it? 

Well,  you can tailor the suite of tools for businesses, educational institutions, and individuals. 

How Can Google Workspace Help You to Scale Your Agency?

• GMeet:  It allows you to host secure video meetings in which you can share screens. 
• Calendar: You can add your tasks to the calendar and share it with team members. 
• Sheets: The entire team can work and edit the spreadsheets in real time. 

What do Users Have to Say? 

27. Dropbox Business

Have a lot of files to store?

Use Dropbox! 

It allows you to store, organize, and share your files with the team. With Dropbox, you can work efficiently with clients and teammates by staying in sync with all the projects while keeping the company data safe—all from 1-place.

Let me share key features of Dropbox with you: 

How can Dropbox Business Help You to Scale Your Agency?

• Easy access: You can access your files or photos from the web, desktop, or mobile. 
• Sharing: With Dropbox, you can share your file with just one link. 
• Data Security: Advanced data protection and end-to-end encryption protocols are in place. 

What do Users Have to Say? 

SEO and Content Marketing Tools for Agencies

Whether you are a marketing agency or not, we all know one thing: search engines and content are not going anywhere! 

This means  SEO and content marketing tools aren’t going anywhere either. 

Here are my favorite agency tools for SEO & content marketing: 

28. Ahrefs

Ahrefs is the best all-in-one SEO toolset. 

I really like Ahrefs. Specifically, for its UX, it has a super helpful sidebar that has all the important reports like keyword explorer, competitor analysis, link building, anchor text, and other tools. 

This makes it easy for me to get an overview of SEO performance & progress in just one click! 

Here are the key features of Ahrefs: 

How Can Ahrefs Help You to Scale Your Agency?

• Dashboard: Ahrefs has an intuitive dashboard that allows you to get a high-level overview and customizable reports of all your SEO.  
• Keywords Explorer: You can find trending keyword ideas based on their search volume and density. 
• Site Audit: It allows you to run an automated check on your website to find SEO issues.

What do Users Have to Say? 

29. SurferSEO

Writers might not know all about SEO.

To ensure that the content they write is fit to rank on Google, SurferSEO analyzes top pages ranking on SERP (for queries you want to rank) and comes up with specific requirements.

These requirements are based on words, headings, paragraphs, images, and overall content structure.

These are some of the key features of Surfer SEO: 

How Can SurferSEO Help You to Scale Your Agency? 

• Surfer AI: It creates ready-to-rank articles within minutes with Surfer AI. It does the research work, writes the article, and makes it SEO-friendly.
• Content Audit: It audits and evaluates your published content. You can even allow it to optimize the content (automatically with AI). 
• Content Editor: It helps writers to write smartly and make sure that their content ranks on Google. 

What do Users Have to Say?

Communications Tools For Agencies

You need a solid communication channel for your agency where your team and clients can collaborate. 

Take a look at my top recommendations for collaboration tools for agencies: 

30. Slack

Slack is your all-in-one work management tool. 

It allows you to get real-time messaging through calls and chat and keeps a searchable record of all your conversations and files. 

Moreover, it supports integrations with various third-party apps like Google Drive or Office 365) which ensure your workplace is more efficient and organized. 

Here are some of the key features of Slack: 

How can Slack Help You to Scale Your Agency? 

• Slack AI: It helps you to get the gist of the conversations by summarising conversations. 
• Huddles: With this functionality, you can hold meetings using audio and video. 
• Workflow builder: Slack allows you to create workflows instantly by giving a command. 

What do Users Have to Say?

31. Zoom Workplace 

Zoom Workplace has taken workplace communication and employee engagement to the next level. 

It not only allows you to streamline your communications with various but also offers additional tools like meetings, team chat, phone, mail & calendar, and scheduler: whiteboard, clips, notes, surveys, and docs.

Below I have explained the  features of Zoom Workplace in detail:  

How Can Zoom Workplace Help You to Scale Your Agency?

• Communication: It streamlines communications with the help of AI-powered tools so that your work flows smoothly.
• Productivity: It improves your team’s productivity with products (Clips, Whiteboards, Docs, and more) that are built for modern work.
• AI Companion: This is an AI assistant that is available throughout your day (at no additional cost). This AI companion will help you turn interaction into action.

What do Users Have to Say? 

Ready to Scale? Choose the Best Tools for Your Agency

If you have scrolled here, you are probably overloaded with information right now.

Too many categories and almost 30+ agency tools! You might be confused about which tool to choose and what to ignore right now. 

My suggestion? 

Focus on the tools that help you automate most of your time-consuming tasks and bring fast revenue.

Here is what you can follow to choose the perfect agency tools to grow your business: 

• Take a broad look at all the categories of agency tools.
• Remember what you need the most and list the tools that match the use case.
• Get moving!!

FAQs on Agency Tools

1. Which Are Some of the Most Popular Agency Tools?

From my interaction with founders globally, I’ve seen them using at least 2-3 of these tools

• Saleshandy
• Slack
• Ahrefs 
• Google Analytics
• Google Suite
• Figma.

2. How Should I Introduce These Agency Tools to My Team?

In my opinion, you should start by creating a task for each of your team members. The task should contain two checkpoints,

• Create an  account / log into each of these tools
• Read the onboarding doc / watch the onboarding video for each of these tools

Just make sure that you create a template of this checklist and that every new team member follows this.

3. What Are the Essential Categories of Agency Tools?

Agency tools are mostly categorized based on how they are used. Here are the most important categories you should definitely consider: 

• outreach tools
• project management tools 
• communication tools
• marketing tools