Contents
- 1 30-Second Summary
- 2 Best Agency Tools– TOC
- 3 Top 8 Tools Every Agency Needs (My Personal Picks)
- 4 50+ Best Agency Tools To Scale More Effectively in 2025
- 4.1 Cold Emailing Tools for Agencies
- 4.2 1. Saleshandy
- 4.3 2. Woodpecker
- 4.4 Sales Prospecting Tools for Agencies
- 4.5 3. Saleshandy’s Lead Finder
- 4.6 4. Apollo.io
- 4.7 Networking & Branding Tools for Agencies
- 4.8 5. LinkedIn
- 4.9 Cold Calling Tools for Agencies
- 4.10 6. Dialpad AI Connect
- 4.11 7. Aircall
- 4.12 CRM Tools for Agencies
- 4.13 8. Salesforce
- 4.14 9. HubSpot CRM
- 4.15 10. vcita
- 4.16 Project Management Tools for Agencies
- 4.17 11. ClickUp
- 4.18 12. ProofHub
- 4.19 13. Trello
- 4.20 14. Bonsai
- 4.21 15. Productive.io
- 4.22 Sales Engagement Tools For Agencies
- 4.23 16. Klenty
- 4.24 17. OutPlay
- 4.25 Meeting Scheduling Tools for Agencies
- 4.26 18. Calendly
- 4.27 19. Doodle
- 4.28 Analytics Tools for Agencies
- 4.29 20. Google Analytics 4
- 4.30 21. Mixpanel
- 4.31 22. Whatagraph
- 4.32 Time Tracking and Productivity Tools for Agencies
- 4.33 23. Hubstaff
- 4.34 24. Clockify
- 4.35 25. Traqq
- 4.36 26. Empmonitor
- 4.37 Designing Tools for Agencies
- 4.38 27. Adobe Creative Cloud
- 4.39 28. Canva Pro
- 4.40 29. VEED.IO
- 4.41 30. Freepik AI Design Tools
- 4.42 31. FlexClip
- 4.43 32. PosterMyWall
- 4.44 Social Media Agency Tools
- 4.45 33. Hootsuite
- 4.46 34. Buffer
- 4.47 35. Predis.ai
- 4.48 Accounting and Invoicing Tools for Agencies
- 4.49 36. QuickBooks Online
- 4.50 37. Xero
- 4.51 38. Refrens
- 4.52 39. Paycom
- 4.53 Collaboration and File Sharing Tools for Agencies
- 4.54 40. Google Workspace
- 4.55 41. Dropbox Business
- 4.56 SEO and Content Marketing Tools for Agencies
- 4.57 42. Box
- 4.58 43. Ahrefs
- 4.59 44. Essaypro
- 4.60 How Can EssayPro Help You Scale Your Agency?
- 4.61 45. DupliChecker
- 4.62 46. SurferSEO
- 4.63 47. Summarizer.org
- 4.64 48. Prepostseo
- 4.65 49. Forms.app
- 4.66 50. Sentencerewriter.net
- 4.67 How can sentencerewriter.net help you to scale your agency?
- 4.68 51. ProProfs Quiz Maker
- 4.69 What do Users Have to Say?
- 4.70 Communications Tools For Agencies
- 4.71 52. Clerk Chat
- 4.72 53. Slack
- 4.73 54. TeamDynamics
- 4.74 55. Zoom Workplace
- 5 Ready to Scale? Choose the Best Tools for Your Agency
- 6 FAQs on Agency Tools
30-Second Summary
Running an agency today means having the right tools to keep things moving. Here are a few essentials:
- Cold Emailing: Use Saleshandy to make outreach easier.
- Networking & Branding: LinkedIn is a no-brainer for connecting with prospects and building authority.
- Cold Calling: Dialpad AI Connect helps you call smarter with AI support.
- Project Management: Keep your team on track with ClickUp.
- Social Media: Manage posts and monitor performance using Hootsuite.
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 50+ agency tools (including a few tools my team swears by).
Let’s get into it!
Best Agency Tools– TOC
Top 8 Tools Every Agency Needs (My Personal Picks)
Building your agency toolkit from scratch? Here are the tools you’ll definitely need:
- Saleshandy– Best for lead generation
- LinkedIn– Best for personal branding
- Salesforce– Best CRM Tool for agencies
- Trello– Project management tools for agencies
- Google Workspace– Best for team collaboration
- Ahrefs– Best for SEO
- QuickBooks Online– Best for accounting
- Slack– Best for communication
50+ 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.
- Cold Emailing Tools for Agencies
- Sales Prospecting Tools for Agencies
- Networking & Branding Tools for Agencies
- Cold Calling Tools for Agencies
- CRM Tools for Agencies
- Project Management Tools for Agencies
- Sales Engagement Tools for Agencies
- Meeting Scheduling Tools for Agencies
- Analytics Tools for Agencies
- Time Tracking and Productivity Tools for Agencies
- Designing Tools for Agencies
- Social Media Agency Tools
- Accounting and Invoicing Tools for Agencies
- Collaboration and File Sharing Tools for Agencies
- SEO and Content Marketing Tools for Agencies
- 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
🚀 Best all-in-one cold email automation software for agencies of any size
👤 G2: 4.6/5 ⭐(640+ reviews)
💲 Price: Starts at $25/mo with a 7-day trial
Saleshandy is one of the best AI-assisted cold email tools out there for agencies.
Instead of juggling multiple platforms, you can do everything in one place, from finding leads to sending personalized emails to checking deliverability.
That makes it a perfect choice for agencies that want to save time and run campaigns that actually get results.
How can Saleshandy help your agency scale?

Let’s take a look at its features →
How Can Saleshandy Help You to Scale Your Agency?
- AI Lead Finder: Find accurate contact details from a huge database of 700M+ contacts and 60M+ companies just by typing a simple prompt.
- AI CoPilot: Launch complete cold email campaigns with follow-ups using easy prompts.
- Built-in Email Verifier: Verify leads right inside the tool before sending emails.
- Inbox Radar: Test deliverability and get suggestions to keep your emails out of spam.
- Personalization: Use Spintax, merge tags, and variables to personalize emails at scale.
- Advanced Deliverability Tools: It comes with features like warm up, AI bounce detection, and sequece score to improve the chances of landing your campaigns in the inbox.
- AI Categorization: It automatically sorts replies like “interested” or “not interested” so you can focus on the right leads.
- Integrations: Saleshandy allows you to integrate popular CRMs like Salesforce, HubSpot, Zoho, and other sales tools into your workflow.
What do Users Have to Say?
“If you’re looking for a reliable tool for cold mailing, Saleshandy is worth considering!”
2. Woodpecker
🚀 Cold email tool with minimal features
👤 G2: 4.3/5 ⭐(69+ reviews)
💲 Price: Starts at $20/mo with a 7-day trial
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?
“What I like most about Woodpecker is that the website is clear and intuitive.”
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
🚀 B2B database of 700M+ Profiles & 60M +Companies
👤 G2: 4.6/5 ⭐(640+ reviews)
💲 Price: Starts at $24/mo with 5 Free Leads
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?
“Lead finder tool gives you precise personal emails of your prospects.”
4. Apollo.io
🚀 B2B database of 210M contacts and 35M companies.
👤 G2: 4.7/5⭐(7,800+ reviews)
💲 Price: Starts at $39/user/mo with a 14-day free trial
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?
“We were using it at a very basic level to generate prospecting lists that we would export and use in a manual sales engagement process.”
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
🚀 Best social selling & networking site for professionals
👤 G2: 4.5/5 ⭐(1,000+ reviews)
💲 Price: Free
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
“It’s a positive atmosphere to foster business leads and friendships and gain new insights.”
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
🚀 AI-powered cold calling tool
👤 G2: 4.4/5 ⭐(1,800+ reviews)
💲 Price: Starts at $15/user/mo with a 14 days free trial
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?
“Being able to see call transcriptions, both in real-time and post-call, is extremely helpful!”
7. Aircall
🚀 Cold calling tool for large teams
👤 G2: : 4.3/5 ⭐(1,100+ reviews)
💲 Price: Starts at $30/license with a 7-day free trial
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?
“Aircall has some really good tools to help us identify quickly who is on a call and who is available.”
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
🚀 #AI Sales CRM
👤 G2: 4.3/5 ⭐(23,000+ reviews)
💲 Price: Starts at $165/user/mo with 30 days free trial
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?
“The Customer Relationship Management(CRM) provided by Salesforce, which our company frequently uses, has helped our company to manage customer data, sales operations, and marketing campaigns.”
9. HubSpot CRM
🚀 Easy-to-use sales CRM
👤 G2: 4.4/5 ⭐(12,000+ reviews)
💲 Price: Starts at $20/mo/seat with a 14 days free trial
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?
“It was able to provide us with a clear overview of our entire sales pipeline and sales cycle with different stages. It was easy to pull reports and have clear visibility of different opportunities that different salespeople were working on.”
10. vcita
🚀 Best Business Management Solution
👤 G2: 4.6/5 ⭐(70+ reviews)
💲 Price: Starts at $29/mo with a 14-day trial
vcita is an easy-to-use CRM powered by smart AI. You can automate daily admin tasks like billing, scheduling appointments, managing payments, interacting with clients, and even creating personalized marketing, all from one intuitive platform.
With vcita’s intelligent AI features, you’ll get real-time recommendations, auto-filled client details based on conversations, and helpful prompts suggesting the best next steps to streamline your daily tasks.

How can vcita help you to scale your agency?
- AI-powered client management and insights
- Automated estimates, invoicing, and billing
- Intelligent payment collection & processing
- Online scheduling and AI-assisted calendar management
- Smart SMS & email marketing campaigns
- Automated reminders & personalized follow-ups
- Secure, personalized client portal with AI-enhanced interaction
- AI-driven lead capture and qualification
- Document management integrated with smart recommendations
What do Users Have to Say?
“Vcita has been an effective partner in the growth of our company. It has helped us automate our processes by allowing the team to focus on specific tasks while the software supports the administrative processes. One of the areas in which it has helped us the most is finance. We can now better track payments and deposits from our customers.”
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:
11. ClickUp
🚀 All-in-one project management tool
👤 G2: 4.7/5 ⭐(9,900+ reviews)
💲 Price: Starts at $7/user/mo with no free trial
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?
“ClickUp is an all-in-one project management tool with all the features needed for the entire Product Development in one place.”
12. ProofHub
🚀 Most affordable project management and team collaboration software
👤 G2: 4.6/5 ⭐(100+ reviews)
💲 Price: Starts at $45 per month for unlimited users with a 14-day free trial
ProofHub is the most affordable all-in-one project management and team collaboration software. It allows you to create projects, manage tasks, and collaborate with team members from one centralized place.

The thing I like most about ProofHub is its streamlined task management. Each task has a dedicated space where you can share files and tag team members for the update.
The platform’s flat-fee pricing structure makes it the most affordable project management solution in the market.
Here are the key features of ProofHub:
How can ProofHub Help You Scale Your Agency?
- Gantt chart: ProofHub Gantt chart allows you to set the dependencies between tasks, add milestones, and compare the actual progress with the planned progress.
- Task management: Allows you to create tasks, delegate to team members, and add all the details of the tasks, such as start and due date, description, and files.
- Multiple project views: You can visualize all the tasks at a glance in multiple views, such as Board, Table, and Calendar.
- Time tracking and project reporting: Automatically track the time spent on tasks and overview the project progress with reports
Chat, discussions, and files: Communicate with team members in real-time, participate in group conversations with discussions, and share files with team members
What do Users Have to Say?
“I really like how easy ProofHub is to use. ProofHub is an excellent project management tool with amazing project management capabilities. It really helped us with task delegation, task management, and tracking task progress.”
13. Trello
🚀 Best teamwork project management app
👤 G2: 4.34/5 ⭐(13,600+ reviews)
💲 Price: Starts at $5/user/mo with a 14 day free trial
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?
“Trello is a great project management tool that makes team collaboration easy by allowing teams to organize tasks and workflow effectively.”
14. Bonsai
Bonsai is an all-in-one solution purpose-built for agencies, designed to streamline operations, and improve team efficiency and profitability. By integrating task management, time tracking, and financial insights into a unified platform, Bonsai empowers teams to manage their projects seamlessly.

How can Bonsai help you scale your agency?
- Project Planning & Tracking: Assign tasks and visualize project progress through Kanban boards, Gantt charts, and list views, ensuring teams stay aligned.
- Integrated Time Tracking: Record both billable and non-billable hours directly within tasks for accurate timesheets and streamlined invoicing.
- Resource Allocation: Optimize team workload by distributing tasks based on availability and avoiding overallocation.
- Budget Tracking: Monitor project budgets, forecast profitability and maintain control over project expenses.
What do Users Have to Say?
“Bonsai gives the clarity I need not just from a project management perspective but on the financials too. It’s the best option if you’re looking to optimize the business side of your agency.”
15. Productive.io
🚀 All-in-one Platform for Agencies
👤 G2: 4.7/5 ⭐(50+ reviews)
💲 Price: Starts at $9/user/mo with a 14-day free trial
Productive.io is a leading software for consulting businesses and professional services. This solution perfectly fits consultancies using a patchwork of different fragmented tools with manual budgeting, poor time tracking, and limited project profitability insights.
It tracks profitability in real time, prevents overbooking with smart resource planning, and reduces billing errors with automated invoicing. Consultancies that use it get exact numbers of their margins, profits, working hours, and more.

How can Productive Help You to Scale Your Agency?
- Unified platform: Consolidates disconnected tools by replacing time tracking, budgeting, finance, project management, and invoicing in one unified platform.
- Forecasting: Improves forecasting by connecting pipeline and resource data to help with workload planning and project load balancing.
- Budget tracking: Prevents budget overruns with real-time budget burn tracking and early warning alerts.
- Automated invoicing: Eliminates manual data entry with automated invoicing, reducing admin workload and human error.
- Time tracking compliance: Boosts time tracking compliance through flexible entry methods and integrations with scheduled work.
- Utilization dashboards: Surfaces team capacity gaps with live utilization dashboards, helping avoid under- or over-staffing on projects.
What do Users Have to Say?
“We have used Productive since 2022, and it has been invaluable in providing additional insights into the billable utilisation and profitability of clients and projects. It’s extremely flexible, we have almost 80% retainer work and it’s dealing with those without a hitch.”
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:
16. Klenty
🚀 AI-powered sales engagement tool
👤 G2: 4.6/5 ⭐(380+ reviews)
💲 Price: Starts at $50/mo with a 14-day free trial
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?
“Klenty offers advanced and adaptive technology at a good price, offering a tool that helps you automate multiple touch points.”
17. OutPlay
🚀 Sales engagement tool with a built-in CRM
👤 G2: 4.5/5 ⭐(260+ reviews)
💲 Price: Starts at $39/mo with a 7-day free trial
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?
“ In general, we have found Outplay easy to use and easy to implement. Our sales team uses Outplay all the time.”
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:
18. Calendly
🚀 Best free online appointment scheduling app
👤 G2: 4.6/5 ⭐(2,200+ reviews)
💲 Price: Starts at $10/seat/mo with a 14-day free trial
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?
“Using Calendly saves me a lot of time and effort. Instead of back and forth emails, I can send one email, and the customer can pick the best time for them.”
19. Doodle
🚀 Pocket-friendly meeting software for agencies of all sizes
👤 G2: 4.4/5⭐(2,000+ reviews)
💲 Price: Starts at $6.95/user/ mo with no free trial
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?
“Doodle has made it much easier to “poll” what dates and times work best for meetings.”
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:
20. Google Analytics 4
🚀 Best for tracking website traffic and engagement
👤 G2: 4.5/5 ⭐(6,400+ reviews)
💲 Price: Free
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.
“Best tool for tracking website traffic”
21. Mixpanel
🚀 Best product analytics tool
👤 G2: 4.6/5 ⭐(1,100+ reviews)
💲 Price: Starts at $24/mo with no free trial
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?
“I really appreciate Mixpanel’s focus on providing deep insights into user behavior and engagement.”
22. Whatagraph
🚀 Best marketing intelligence platform for monitoring and reporting
👤 G2: 4.5/5 ⭐(267 reviews)
💲 Price: Custom pricing plan
Whatagraph is a marketing intelligence platform that simplifies reporting for agencies. It connects, standardizes, and reports multi-source marketing data in one platform—delivering accurate insights and customizable reports that scale effortlessly.
With AI-powered insights and instant access to data and trends, Whatagraph saves teams hours on reporting so they can focus on delivering results and building client trust with timely, data-driven insights.
How Can Whatagraph Help You to Scale Your Agency?
- Stable data connectors: All of Whatagraph’s integrations with various marketing platforms are made and maintained by the in-house team of product engineers, ensuring data accuracy and stable connections.
- No-code data organization: Blend data from several sources, create custom metrics and dimensions, and create source tags and filters to uncover insights under a pile of data.
- Automated reporting: Set up the whole reporting process on autopilot. Schedule reports as automated email attachments, or share a link to a live report.
- Fast and helpful customer support: A whole team to help you migrate to a new reporting platform, connect sources, organize data, create reports, and more.
What Do Users Have to Say?
“One of the standout features of Whatagraph is its flexibility in consolidating data, creating custom metrics, and seamlessly integrating data from various sources.”
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 →
23. Hubstaff
🚀 Easy to use time tracking software
👤 G2: 4.5/5 ⭐(1,200+ reviews)
💲 Price: Starts at $4.99/ seat/ mo with a 14 days free trial
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?
“Hubstaff is highly user-friendly and straightforward, making time tracking a natural part of my daily routine.”
24. Clockify
🚀 Best free time tracker
👤 G2: 4.4/5 ⭐(170+ reviews)
💲 Price: Free
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?
“Clockify does everything I need and wants out of a timekeeping app at a very budget-friendly price.”
25. Traqq
🚀 Best time tracking software for teams
👤 G2: 4.8/5 ⭐(110+ reviews)
💲 Price: Free for up to 3 seats
Traqq is an intuitive tool to track time and improve team productivity.
You can monitor work hours, analyze team activity levels, and track apps and websites used during work.
Perfect for remote and on-site teams, Traqq helps streamline productivity without micromanaging.

Here are some of the standout features of Traqq →
How can Traqq Help You to Scale Your Agency?
- Desktop App: Track time seamlessly with a lightweight app that works offline and syncs data once you’re online.
- Analytics: Access detailed insights into activity trends to optimize workflows.
- Flexible Management: Assign roles and set access levels to ensure smooth team operations.
- Attendance and Leave: Monitor employee attendance and manage leave requests.
What do Users Have to Say?
“I find that Traqqs time-tracking feature is the most accurate my team have ever used, we especially love that it tracks time offline in case of issues with WiFi.”
26. Empmonitor
🚀 Best time tracking software for teams
👤 G2: 4.9/5 ⭐(17 reviews)
💲 Price: Starting from as little as $3 per user per month
Empmonitor is a 360-degree employee tracking software for effective team management and operations.
It is your all-in-one access to employees’ attendance, overview of new hires’ training modules and execution, and time-to-time skill gap analysis in the team.
An organisation using Empmonitor can also safeguard itself from insider threats as it provides a real-time tracking of employees’ behaviour and alerts them against even a slight malicious intent.

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
27. Adobe Creative Cloud
🚀 Advanced designing suite
👤 G2: 4.6/5 ⭐(36,600+ reviews)
💲 Price: Starts at $59.99/mo with a 30-day free trial
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?
“It’s like having a digital Swiss Army knife for visuals.”
28. Canva Pro
🚀 Best designing tool for non-designers
👤 G2: 4.7/5 ⭐(4,300+ reviews)
💲 Price: Starts at $120/user/mo with a 30-day free trial
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?
“The most helpful thing about Canva is that it is a very simple and easy-to-use online tool to make creatives quickly, as it contains a lot of ready-to-use web templates, which we can easily modify as per our requirements.”
29. VEED.IO
🚀 Best designing tool for non-designers
👤 G2: 4.6/5 ⭐(1,500+ reviews)
💲 Price: Starts at $24/month
VEED.io is a platform for creating and editing videos that comes with a number of AI-powered features.
VEED’s user-friendly UI and AI support make it an excellent choice for individuals or small teams with varying levels of video editing experience.

How Can VEED.IO Help You Scale Your Agency?
- AI Video Generator – Use text prompts to generate expert AI videos.
- AI Clip Generator – Make captivating training samples, promo films, or teasers for podcasts that people want to share. AI Avatar –You can utilize digital spokespersons to produce talking-head films of excellent quality for your company.
What do Users Have to Say?
“Easiet to use tool for making and sending outreach videos.”
30. Freepik AI Design Tools
🚀 AI-powered design suite
👤 G2: 4.7/5 ⭐(140+ reviews)
💲 Price: Starts at $5.75/mo with a limited free plan available
Freepik AI Design Tools are part of the best all-in-one AI suite for agencies that need to create and scale visual content quickly.
It brings together multiple AI-powered solutions to simplify design work, including:
- AI Image Generator
- AI Video Generator
- Background Remover
- AI Upscaler
- AI Audio tools

These are some of Freepik’s features.
How can Freepik AI Design Tools help you scale your agency?
- Consistency: Ensure brand alignment with Custom Characters and Custom Objects.
- Speed: Generate and edit professional-looking visuals in minutes.
- Integration: All tools connect in one ecosystem, streamlining your creative workflows.
What do Users Have to Say?
“I’m continually amazed by how quickly they integrate AI tools into their platform.”
31. FlexClip
🚀 AI powered online video editor
👤 G2: 4.6/5 ⭐(60+ reviews)
💲 Price: Starts at $11.99/month
FlexClip is an AI-powered web browser based video editor aimed at creators who want to make polished videos without a steep learning curve. It offers drag-and-drop templates, audio waveforms, and asset menus for ease of use.
Its standout features include AI tools for script generation, video matching, and image editing, along with strong captioning and transcription capabilities.

How Can FlexClip Help You Scale Your Agency?
- Video Creation: FlexClip offers an intuitive platform with professional templates, enabling you to generate stunning videos quickly.
- Custom Branding: You can add your agency’s logo, colors, and watermarks to videos, reinforcing brand identity across client projects.
- Collaboration Features: FlexClip allows team collaboration, making it easy to manage multiple projects and streamline workflows for clients.
- Stock Media Library: With FlexClip, you have access to millions of royalty-free videos, images, and music tracks helps you create engaging content without extra costs.
- AI-Powered Tools: FlexClip is built in with a bunch of AI tools like text to speech, AI video and image generator, Auto subtitle, etc.
What do Users Have to Say?
“FlexClip is the absolute best platform for making short video clips.”
32. PosterMyWall
🚀 Best marketing and designing tool for small businesses
👤 G2: 4.8/5 ⭐(69+ reviews)
💲 Price: Starts at $9.95/month
PosterMyWall bundles everything agencies need to implement their customers’ marketing in a single app.
Unlike competitors like Canva or Mailchimp that go deep in one area (design and email marketing, respectively), PosterMyWall goes wide, bundling social media publishing, email marketing, event promotion, and 1M+ design templates – all in one place.
Although it’s not as robust in any of these individual areas as its specialist competitors, PosterMyWall has plenty of capability and a very affordable price, making it the ideal choice, especially for smaller agencies or those that promote events.

How can PosterMyWall help you scale your agency?
- Integrated design and marketing capability saves time and money. Create a design or video, then auto-resize, share, and publish everywhere without changing platforms. Or simply turn it into an email campaign!
- AI tools do the work for you: write captions and emails, add video subtitles, turn text into speech, generate custom images, remove backgrounds, and more.
- Manage multiple clients or team members with shared folders and team plans.
- Built-in analytics quantifies campaign performance
- 1 million+ customizable templates, including hyper-targeted designs for many business categories (restaurants, retail, salons, churches, schools, gyms, etc.)
What do Users Have to Say?
“Postermywall has customizable templates for graphic works.”
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!
33. Hootsuite
🚀 One hub for all your social media accounts.
👤 G2: 4.2/5 ⭐(4.9K+ reviews)
💲 Price: Starts at $149/mo/user
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?
“Hootsuite makes it very easy to schedule posts across multiple channels.”
34. Buffer
🚀 A cost-effective social media management platform
👤 G2: 4.3/5 ⭐(1,000+ reviews)
💲 Price: Starts at $5/user/mo with a 14-days free trial.
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?
“We were able to increase our brand’s visibility and presence by optimizing Buffer’s ability to analyze the performance of our posts”
35. Predis.ai
🚀 A cost-effective social media management platform
👤 G2: 4.3/5 ⭐(1,000+ reviews)
💲 Price: Plans start at $23/month, with a free option for beginners
If you’ve ever wished for one platform that could both design your posts and handle your publishing schedule, Predis.ai is the best option to consider.
Most social media tools do a decent job of scheduling, but they usually leave the creative side up to you. Predis isn’t just another scheduler. Instead of only letting you queue posts, it rolls content creation and posting into one place. You can brainstorm an idea, have AI turn it into a design, and get it live without juggling three different tools.
For eCommerce stores and agencies, that means ads, carousels, reels, and videos can be ready in the time it usually takes to write a brief for a designer. It integrates with all the big platforms: Instagram, Facebook, TikTok, LinkedIn, Google, even Shopify… all hooked up so you can move from “idea” to “published” without hopping tabs like crazy.

How can Predis Help You to Scale Your Agency?
- AI Ad Generator: Whip up carousels, product shots, or ad videos fast. No design background? Doesn’t matter.
- E-commerce Sync: You can link up your Shopify store and just grab products straight from there, no exporting or fiddling. They’re ready to drop into posts almost instantly.
- Posting Everywhere: From the same screen, you can get your content out on a bunch of different platforms like Instagram, LinkedIn, TikTok, you name it, without logging in and out all day.
- Reach People in Their Language: Whether it’s Spanish, Hindi, or French, you can have posts written so they actually sound like they came from a local, not a translation tool.
What do Users Have to Say?
“Easy to use, cost-effective, Amazing features, and Integration is very smooth. Also, the customer support is more frequent, which makes the users comfortable and convenient.”
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.
36. QuickBooks Online
🚀 Manage your finances from one place
👤 G2: 4/5 ⭐(3.3K+ reviews)
💲 Price: Starts at $17.5/mo with a 30-day free trial
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?
“I love that Quickbooks is extremely user-friendly. I love that it’s easy to sync up bank and credit card transactions.”
37. Xero
🚀 Accounting software for small businesses
👤 G2: 4.3/5 ⭐(700+ reviews)
💲 Price: Starts at $2.9/mo with a 30-day free trial.
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?
“Xero has been a dependable accounting solution, allowing us to handle all of our financial management needs in one spot.”
38. Refrens
Refrens is an easy-to-use accounting software.
It helps you manage invoicing, expenses, and financial reports from one place, giving you more time to focus on growing your business.

How Can Refrens Help You Streamline Your Business?
- Invoicing & Payments – Create professional invoices, send automated payment reminders, and track receivables in real-time.
- Bookkeeping Automation – Automatically record transactions, categorize expenses, and generate accurate financial reports.
- Expense & Purchase Management – Track business expenses, manage vendor payments, and streamline purchase orders effortlessly.
We highly recommend Refrens to any company looking for a reliable and efficient billing solution. Thank you, Refrens, for helping Pathik Trips enhance our financial operations!
39. Paycom
🚀 Best all-in-one payroll and HR software for growing businesses
👤 G2: 4.4/5 ⭐(1000+ reviews)
💲 Price: Custom pricing based on company size.
Running HR through multiple separate tools typically means wasted time, redundant work, and a higher likelihood of errors. Paycom keeps everything in one place. Employees can typically handle most data entry tasks independently. They won’t have to go through HR for every update.

Some of the features teams use it for:
- Running payroll and staying on top of taxes
- Checking hours without chasing down spreadsheets
- Managing job posts and helping new hires get started
- Letting employees fix their info when needed
- Manage learning tools and data updates
Paycom streamlines the processes that help teams work more productively. It’s not adding more tools; it’s about cutting back and making things work better. If your team is overwhelmed and missing steps, Paycom can help bring things under control by simplifying the process.
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:
40. Google Workspace
🚀 All-in-one business collaboration platform
👤 G2: 4.6/5 ⭐(42,700+ reviews)
💲 Price: Starts at $6/user/mo
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?
“Google Workspace is helpful in many ways. It helps to keep work and access to other programs that integrate with work in one place”
41. Dropbox Business
🚀 Best for storing & organizing data
👤 G2: 4.4/5 ⭐(28,000+ reviews)
💲 Price: $9.99/mon
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?
“I’ve been using Dropbox for almost 12 years now, and it has truly transformed the way our team collaborates”
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:
42. Box
🚀 Ideal for secure collaboration and workflow automation
👤 G2: 4.2/5 ⭐(5000+ reviews)
💲 Price: Starts at $5 per user
Box is an ideal solution for your business if you are looking for a secure document management system. Your team can rely on this AI-powered tool to access, edit, and share content. The best part is that it automates workflows without compromising the security of confidential data.

How can Box Help You to Scale Your Agency?
- AI Agents: Cut the workload of your team and enable them to use data intelligently.
- Robust Security: Keep your data safe, robust AI protection and real-time threat mitigation.
- Seamless Collaboration: Empower team members to share resources and collaborate from anywhere.
What do Users Have to Say?
“What I like the most about Ahrefs is that I can easily monitor my website performance.”
43. Ahrefs
🚀 Best SEO tool
👤 G2: 4.5/5 ⭐(400+ reviews)
💲 Price: Starts at $20/mo with a 7-day trial
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?
“What I like the most about Ahrefs is that I can easily monitor my website performance.”
44. Essaypro
🚀 Best all-in-one content writing & editing platform for groups and freelancers
👤 G2: 4.6/5 ⭐(400+ reviews)
💲 Price: Starts at $11/page with real-time bidding & 24/7 support
EssayPro is the go-to all-in-one writing answer for agencies that need top-notch content material, rapidly.
It’s more than just a freelance writing marketplace – EssayPro empowers companies to manage bulk content material necessities, educational responsibilities, or commercial enterprise writing wishes via one powerful platform. Whether you’re building blogs, dealing with purchase reports, or outsourcing scholar essay assistance, EssayPro offers unrivaled best, velocity, and versatility.
EssayPro: The most flexible content advent device for groups
Let’s check how it helps your growth →

How Can EssayPro Help You Scale Your Agency?
Expert Writers On-Demand: Access a pool of a thousand expert writers throughout industries and academic domains – perfect for coping with various patron desires.
Fast Turnaround: With 24/7 availability, short mission, and real-time collaboration, you’ll in no way miss a deadline.
Custom Content at Scale: From technical documentation to weblog posts and academic essays, all tailored to consumer briefs.
Plagiarism-Free Guarantee: Every piece is original with free plagiarism reports included.
Real-Time Chat: Communicate without delay with writers for readability and edits.Budget Control: Transparent pricing with a bidding device – get high-quality content that suits your patron’s finances.
What do Users Have to Say?
“EssayPro saves time, maintains steady first-rate, and lets you scale content material operations without hiring an in-residence group.”
45. DupliChecker
🚀 A Handy All-in-One Solution for Content and SEO Optimization
👤 TrustPilot: 4.3/5 ⭐(40+ reviews)
💲 Price: Starts at $9/mo
Duplichecker is an online plagiarism checker tool that helps users detect duplicate or copied content within their written work. It searches up the whole internet to find duplicacy.

You can do everything while using it, such as checking plagiarism, paraphrasing content, improving readability, compressing images, and more. Simply put, it is your go-to resource to crosscheck written work for originality, improve clarity, and even conduct keyword research for optimized performance.
46. SurferSEO
🚀 Content optimization tool
👤 G2: 4.8/5 ⭐(500+ reviews)
💲 Price: Starts at $99/mo for a 7-day free trial.
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?
“The best part about Surfer is its content editor with entity optimization. This makes it one of the best tools for content creation optimized for SEO in the true sense.”
47. Summarizer.org
🚀 All-in-one writing toolkit for content optimization
👤 G2: 4.5/5 ⭐
💲 Price: Free with premium plans starting at $10/mo
Summarizer.org is a powerful writing toolkit that helps agencies create, optimize, and refine content. With tools for text summarization, paragraph generation, paraphrasing, and plagiarism checking, this platform ensures that your content is not only original but also well-structured and engaging.

How Can Summarizer.org Help You to Scale Your Agency?
- Summarizer: Condenses long-form content into concise, readable summaries.
- Plagiarism Checker: Detects duplicate content to ensure originality.
- Paraphrasing Tool: Rewrite sentences to enhance clarity and avoid redundancy of ideas.
- Paragraph Generator: Creates well-structured paragraphs based on provided input.
- Humanization: Provides a human touch to your content, helping it to gather the attention it deserves.
What do Users Have to Say?
“Good AI summarizer Tool as compared to others.”
48. Prepostseo
🚀 All-in-one SEO & content toolkit
👤 G2: 4.5/5 ⭐
💲 Price: Free with premium plans starting at $10/mo
Prepostseo is a multi-purpose platform offering a wide range of AI tools for writers, marketers, and SEO professionals. From plagiarism checking and keyword research to content rewriting and readability analysis, Prepostseo is packed with features.

How Can Prepostseo Help You Scale Your Agency?
- Plagiarism Checker: Quickly detects duplicate content and ensures the originality of your work.
- Paraphrasing Tool: Helps rewrite sentences to improve clarity and make content more engaging.
- AI Generators: Facilitates multipurpose content generators like the AI Sentence Generator, Paragraph Generator, etc.
- Humanization: Provides a human touch to your content, helping it to gather the attention it deserves.
- DA/PA Checker: Helps analyze domain authority and page authority to assist in link-building strategies.
- Grammar Checker: Improves content readability and correctness with a robust grammar-checking engine.
What do Users Have to Say?
“The best thing about this tool is the many things you can do with it.”
49. Forms.app
🚀 Best for creating online forms and surveys
👤 G2: 4.5/5 ⭐ (478+ reviews)
💲 Price: Free for up to 100 responses/mo, paid plans starting at $25/mo
forms.app is an online form builder tool that is super user-friendly, and it offers AI form/survey creation, which makes things easy for me.
It has a drag-and-drop interface, a wide range of free templates, advanced form features, and integrations with tools like Google Sheets, Slack, and Zapier to build automated workflows for your agency or your clients.

How Can forms.app Help You Scale Your Agency?
- Onboarding questionnaires: You can create a questionnaire to get to know your clients and their needs (This also helps them to get to know themselves.)
- Create forms and surveys for your clients: Through a separate account or using your own account, you can create registration forms, satisfaction surveys, and social media quizzes for your clients.
- Forms that look and feel good: One thing I wouldn’t forget about my forms is that they looked so good. It adds quality to your work and shows care.
What do Users Have to Say?
“Makes it incredibly easy to create professional-looking forms in a matter of minutes, even if you have no prior experience with coding or design.”
50. Sentencerewriter.net
🚀 Best SEO Tool: Sentence Rewriter
👤 G2: 5/5 ⭐
💲 Price: Free to use with optional premium features
Sentencerewriter.net is a complete AI-powered writing tool that helps creators, marketers, and students improve their content with ease. From rewriting sentences to fixing grammar and generating human-like text, this platform makes your writing clearer, more natural, and ready to share.
The sentence rewriter helps you rewrite your sentences so they sound fresh, smooth, and less repetitive. It improves the overall flow while keeping the meaning of your content.
To give you more control, it offers a wide range of writing modes. You can choose from Standard, First Person, Fluent, Humanize, Professional, Casual, Academic, Informal, Creative, and Formal styles. This tool makes it easy to adjust your writing for different needs and audiences.
How can sentencerewriter.net help you to scale your agency?
- Generate Paragraphs: Quickly create well-written paragraphs from a few words or ideas.
- Humanize AI Text: Make AI-written content sound more natural and easy to read.
- Create Hooks for Openings: Get strong first lines that catch the reader’s interest.
- Summarize Any Text: Turn long content into short and clear summaries.
- Generate Emails: Write emails fast with the right tone and structure.
- Create Sentences: Build complete and smooth sentences from short inputs.
- Generate Slogans and Taglines: Come up with catchy lines to promote your brand or service.
- Ask AI to Answer Any Question: Get clear and quick answers to help with content or research.
With so many tools in one place, Sentencerewriter.net helps you take average content and turn it into something clean, unique, and ready to publish.
What do Users Have to Say?
“Simple and Effective Sentence Rewriting Tool for Daily Use.”
51. ProProfs Quiz Maker
🚀 Lead Generation software based on Quiz
👤 G2: 4.4/5 ⭐
💲 Price: Free with premium plans starting at $19.99/mo
ProProfs Quiz Maker helps you create AI-powered quizzes that engage and challenge your audience. With its built-in AI, you can generate questions, answers, and even smart explanations in seconds, tailored to your topic and audience.

How Can Proprofs Quiz Maker Help You Scale Your Agency?
- Media-rich question types like drag-and-drop and hotspot make quizzes more interactive and engaging.
- Built-in lead forms connect directly to your CRM or email tools, simplifying lead capture, segmentation, and follow-up.
- Customizable templates and a simple interface make creating professional, branded quizzes easy without a steep learning curve.
- Automated grading instantly scores responses and gives feedback, saving time and improving the user experience.
What do Users Have to Say?
“ProProfs is perfect for creating various kinds of assessments to support employee training and development programs. We can quickly and easily create assessments to conduct training needs analysis and reinforce knowledge.”
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:
52. Clerk Chat
🚀 SMS & WhatsApp messaging tool for outreach
👤 G2: 4.6/5 ⭐(70+ reviews)
💲 Price: $9.99/month for a small business with a free trial
Clerk Chat makes it easy to talk to leads and customers by bringing SMS and WhatsApp into one simple inbox. Your whole team can respond to messages just like they do with email, but it feels quicker and more personal, which helps build better connections.
The tool takes your current business number for SMS texting and gives your customers a new way to interact with your brand. It’s AI-powered, and it can create conversations for every industry.
You can send SMS directly from Slack, so this commonly used tool can become your main SMS hub.

How Can Clerk Chat Help You to Scale Your Agency?
- Shared Inbox: It directs incoming SMS and WhatsApp messages to the appropriate teammate for faster reaction and collaboration.
- Multi-Channel Outreach: Engage with customers via SMS and WhatsApp.
- CRM Integration: It can easily be integrated with HubSpot and Salesforce.
- Automate Replies: To increase brand responsiveness and save time, it set up auto-replies.
What do Users Have to Say?
“In my opinion, Slack is the best workplace messaging Software. where we can create multiple channels for different groups of employees”
53. Slack
🚀 Best tool for communicating with your team
👤 G2: 4.5/5 ⭐(33,800+ reviews)
💲 Price: Starts at $4.38/user/mo with a 7-day trial
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?
“In my opinion, Slack is the best workplace messaging Software. where we can create multiple channels for different groups of employees”
54. TeamDynamics
🚀 Best team collaboration & performance analytics tool for fast-growing agencies
👤 G2: 4.5/5⭐
💲 Price: Free team assessment; custom pricing for full platform
TeamDynamics is far from a typical productivity application. It’s a team insight platform that assists agencies in comprehending how their teams function-not only what they are focusing on. By analyzing communication styles and decision-making approaches, TeamDynamics reveals what drives each team and provides practical recommendations to enhance collaboration swiftly.
It’s an excellent match for rapidly expanding agencies, forming cross-disciplinary teams, or integrating new employees into current groups.

How Can TeamDynamics Help You to Scale Your Agency?
- Team Personality Mapping: Gain immediate understanding of your team’s communication, collaboration, and workflow execution through a brief 5-minute survey.
- Practical Playbooks: Depending on your team type, obtain immediate strategies to enhance cooperation and alignment.
- Friction Finder: Identify concealed obstacles such as miscommunication or workflow discrepancies before they affect performance.
- Onboarding Accelerator: Leverage TeamDynamics insights to acclimate new employees more quickly and minimize ramp-up duration.
- No Need for Micromanagement: Enable teams through clarity and self-awareness – without increasing the number of meetings.
- Easy Setup: No complex configurations or integrations needed. Begin to notice outcomes with a single link.
What do Users Have to Say?
“As a recent addition to my company, TeamDynamics served as a guide to grasping the team’s methods of operation.” “It accelerated my adjustment and assisted me in meeting everyone.”
55. Zoom Workplace
🚀 Best AI-powered work platform
👤 G2: 4.5/5 ⭐(55,900+ reviews)
💲 Price: Starts at $13.33/user/mo with a 7-day trial
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?
“As a frequent user of Zoom for workplace communication, I find it to be an invaluable tool for keeping teams connected, especially in a hybrid or remote work environment.”
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