Most modern workplaces correlate performance with productivity. An unproductive workforce is therefore wasting company resources. So if you’re spending too many resources on ancillary tasks, you may want to look at ways to simplify and streamline your workflows. That’s where agency management software tools come in.
All kinds of businesses, including agencies, rely on these tools to automate workflows and simplify their operations. Here’s our list of the most helpful tools that will aid you in managing agency operations. If you aren’t using these, it’s time you give them a try!
What Is Agency Management Software?
An agency management software is a tool that makes it easier for agencies to carry out their agency processes and streamline their agency workflows. To find the best agency management software, you will first have to define your use case. Some agency management tools are useful for managing client feedback, some are exclusively for creative teams and agencies, while some are for agency process and project management. There are also visual agency management softwares for timelines and charts.
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The 10 Most Efficient Agency Management Software Tools
We have selected agency management software from different categories, designed to manage work in a better way, and simplify mundane tasks. Without further ado, let’s get into it!
Some of the biggest companies in the world, like Hulu and NBC, use Monday.com, and there’s no reason why your agency shouldn’t give it a whirl either.
Monday streamlines workflows and task visualizations. It’s an excellent agency management system tool. You can create boards or visual tables to sync items and updates in real time. There are status buttons and other presentable options, including Gantt, maps, forms, Timeline, Calendar, Kanban, and a lot more.
Available on Android and iOS, this highly responsive agency management software tool allows you to manage and collaborate with remote teams with ease. You can assign owners for different tasks and let their AI bots focus on mundane matters. This also reduces the chances of human errors.
Used by giants like Verizon, McDonald’s, Pixar, and The Wall Street Journal, Notion is a robust agency management software program that you should be using as well. It is the ultimate workspace organization app designed to empower your teams and give them unprecedented collaborative control when dealing with different projects.
From creating product roadmaps to codifying processes and building CRMs, Notion has it all. You can use it to create content calendars, prepare notes and documentation, decide on participants, send out meeting invites, and best of all, integrate with other apps. If you are using multiple B2B lead generation strategies, you can track performance with Notion as well.
Many of the leading tech giants have introduced their Notion integrations as well, so if you are using other apps like Slack, you can integrate them with Notion to track your data across multiple apps.
It’s one of the best ways to collaborate with teams, which is why many web design agencies across the world are already using Notion. it’s one of the best creative agency management software tools out there.
Teamwork is a project management platform built to help agencies manage the entire lifecycle of their client work in one place. Teamwork provides all of the features you’d expect, as well as integrated time tracking, financial management, robust reporting, and free access for clients, to ensure your projects are delivered on time and on budget.
Forget crossed wires, unread Slacks, and endless emails. Collaborate in real-time with your team and clients to get your questions answered. Keep clients, teammates, and leadership on the same page. Centralize your work, communicate easily with your team, and reduce the complexity of collaboration so your team is free to focus on what they do best.
Keep your team members and clients in the loop with Teamwork. Communicate with colleagues and clients without having to switch platforms. Update the team, ask for input, and get feedback in context. Working as a team has never been easier!
Tired of those lengthy SaaS spreadsheets and confusing interlinking? Every agency needs a robust platform for tracking analytics. Productiv is the ultimate answer to that need.
Productiv doesn’t just give you surface information; it goes multiple layers in to track whatever happens once a user logs in. Itse custom SaaS connectors let you look closer at how your applications are being used. This is ideal during the project discovery phase.
It also offers smart recommendations and insights on how your applications are running. It helps increase security and compliance, and ensures that your employees have all the right tools they need to do their job well.
Tired of wasting admin time on determining which teams are spending time on which projects? Go with FunctionFox, an all-around excellent agency management software tool.
It’s one of the simplest yet most effective tools for creating timesheets and project management workflows. From comparing budgets to creating to-do lists and retainer tracking, FunctionFox has a lot going for it.
If you are looking for an affordable digital employee scheduling tool with a very simple and friendly user interface, this could be the right choice.
Meetings are a critical part of the modern workplace. This is all the truer for agencies, where team members have to juggle ideas, analyze team performance, and discuss the way forward.
Calendly lets you set up meetings without the hassle of sending emails back and forth. Plus it’s free!
It’s time-zone intelligent and integrates seamlessly with Google, Office 365, and even the iCloud calendar. If you don’t want to get double booked, Calendly should be at the top of your list.
Slack is the number one business communication tool used by professionals all over the world. It integrates well with other platforms like Google Docs, and makes it easy to track conversations.
Slack is the ultimate communication tool that can easily integrate with other apps and also has a workflow builder that allows you to automate routine tasks. You can create channels and bring team members into it. Moderators and admins can keep track of all conversations to ensure that work is handled seamlessly.
It’s also very scalable, so as your agency grows, you can easily grow your network with this agency management software tool.
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A simple, highly efficient time tracking app that pulls no punches, Hubstaff is the ideal way to determine how much time it takes for teams to complete different tasks.
There are apps available for Chrome, desktop, and mobiles, so you can easily keep track of performances. Hubstaff is designed to improve productivity, and with over 40 integrations, works like a charm.
It automates team management and frees your time, thus allowing you to focus on things that really matter. You don’t have to worry about check-ins anymore, and you will receive detailed activity reports for each employee. It’s one of the most popular marketing agency management software programs out there.
You can easily plug in money leaks by checking profit margins for different projects as well. It’s an excellent tool for project management.
When it comes to collaboration and project management, ProofHub is an excellent option companies like Netflix and Nike are using. ProofHub allows you to break your tasks down, and view them in tables or on Kanban boards.
Its fantastic collaboration options range from a comprehensive chat tool to an announcements section. There’s a dedicated calendar built in as well, along with a note-taking app.
One of the things I really like about ProofHub is the built-in request forms section. You can easily make requests without having to send emails back and forth, and this saves a great deal of time. If you are looking for a reliable advertising agency management software, this is it.
Workfront is an enterprise work management tool that’s been widely regarded as one of the best agency management software programs.
Whether your agency focuses on coming up with new viral campaigns or technology transformations, Workfront has everything that you could want. It seamlessly connects to other apps and works like a charm, and the company uses encryption software to ensure that your data remains safe.
One of the things I really like about Workfront is just how easy it is to use. Your data is readily available on multiple platforms, and you can easily collaborate with other team members on the fly.
Agencies commonly use Gantt charts to track project performance. Teamgantt is an excellent creative agency management software program that allows you to seamlessly track project planning and performance, and simplify workflows.
You can easily switch between Gantt charts and Kanban boards, or go with the conventional calendar view. Thanks to drag and drop scheduling, the whole thing is fairly simple. You can pair this with other web design tools to remain on top of deliverables.
Teamly is a project management tool that brings task tracking, team collaboration, and project oversight into one platform. It’s designed to help keep projects on track with real-time task creation, assignment, and monitoring.
A standout feature of Teamly is its custom workflow management system, allowing for workflows that align with your agency’s specific needs. On top of that, Teamly offers a built-in chat system, enhancing team communication and collaboration.
The task-tracking feature gives a clear overview of project progress and deliverables, ensuring accountability and timely completion. While it may not have all the bells and whistles like integrations and client portals, Teamly’s focus on core project management functionalities makes it a practical choice for agencies looking to streamline operations.
How to Choose the Right Agency Management Software – 5 Tips to Follow
Not all of the tools on this list are going to be suited to your needs. Consider the needs of your workforce. For instance, some agencies use simple G Suite emails, whereas others opt for specific email hosting because they have a larger workforce. Keeping your organizational goals in mind is critically important.
Here are 5 tips that you should follow when selecting an agency management software program.
1. Evaluate Your Needs
Does your agency really need to invest in an expensive project management tool, or will free tools like Notion do the trick? Evaluate your requirements as the owner of the agency before you spend money on any agency management system tool.
Remember, most of these are subscription-based services. Do the ends warrant increasing your monthly expenses like this?
2. Find What Works For You
Just because one agency prefers Slack doesn’t mean that you must as well. You may want to try Microsoft Teams, for instance. It’s all about finding what works for you before you decide to make a commitment.
The good thing is that most of the tools on this list offer free trial options, so you can easily give it a go and see whether your team prefers using these tools or not.
3. Get Feedback
What does your team think about adopting a new agency management tool? Get feedback from your employees on this because these are the people who will be using the tool on a daily basis.
Don’t just force them to use a tool without getting feedback first. Create a form or a survey to request feedback and see what they have to say about different tools. It will make things easier for you.
4. Check the Integrations
The cornerstone of any business is its sales department. As an agency, most of your sales are likely to be unique services. Make sure that the agency management program you choose integrates seamlessly through all platforms that you are using.
Your sales staff should be able to use the tool for resource specialization, costs associated with the project, and resource availability. Integrations are critical if you don’t want to change the entire work process. This will make client reporting incredibly easy for your business.
5. Ease of Use
More importantly, you want programs that make life easy for you. All of these agency management system tools have some unique features, but it primarily depends on finding ones that are easy for your team to use.
For instance, if a program requires a detailed training session, it might not be the right pick. It’ll simply disrupt operations for your agency. Choose a program that’s simple to adopt.
The Bottom Line
These are some of the most popular agency management software tools in use today. If you have been looking for ways to simplify workflows and automate projects, consider giving any of these a try.
Don’t sign up immediately; use the free trial first before you decide to permanently adopt any tool!
Q1. What are the benefits of using agency management software?
You can automate your agency workflows, work smartly by automating repetitive tasks, do effective client reporting, and manage your overall agency business better in a more structured manner.
These are some of the many benefits of using an agency management software.
Q2. What is insurance agency management software?
An insurance agency management software is helpful for insurance agencies who wish to choose a smarter way of managing their business. These systems allow insurers to have all customer data as well as other operational and financial data in one place.
Q3. Who uses insurance agency management software?
Insurance agencies use insurance agency management software to view all of the useful data and information in one place to manage information better. This way, they are able to organize their customer data, business information, and run all their operations in a more efficient way.