The Top 20 Best Marketing Agency Management Software Solutions of 2023
For marketing agencies and firms of all kinds, there are a lot of different software solutions that perform a plethora of functions. Some focus on the management and organization tools, while others focus strictly on CRM. Others focus on accounting and similar financial management tools. But the best agency management software systems? They focus on everything—CRM, projects, communication, accounting, asset management, HR, and more.
But just because an agency management software solution has all of these features doesn’t necessarily mean that every software is right for every business, especially small and growing businesses. Lots of software contains all of the features that marketing agencies need, but not every one of these software solutions can mold to fit the needs of small and growing businesses—especially at the right price.
When it comes to finding the right management software solution for your agency, here are some features that you should look for:
Project Management
Smart Scheduling
Mobile Friendly
Document Storage
Asset Management
Client Billing
Photo Upload
Custom Reporting
Performance Metrics
E-Signature
Time Tracking
Skills Match
For a lot of small and growing businesses, it can be a daunting and difficult process finding the right agency management software. With so many choices out there, it can be hard to know which agency management software really fits the unique needs of your business.
Don’t worry, there’s good news—finding the right software for your growing business has never been easier.
We’re here to help. Our software experts have compiled a comprehensive breakdown of the The Top 20 Best Marketing Agency Management Software Solutions.
*Note: Our agency management software reviews are for informational purposes only. We encourage you to perform research and demo systems to achieve the most comprehensive comparison.
1. Striven
Striven is an ERP software solution built for agencies and firms that combines project management, collaboration tools, accounting, CRM, HR, operations, and more into one, easy to use interface. Striven is a diversely capable software solution that supports every type of employee within your business.
Highlights:
Detailed financial and productivity reports generated in seconds
Scheduling & dispatch route planning capabilities
Project, task, and time management w/ interactive calendars
Full CRM dashboard
Customer and vendor portals
Project and task management
Customizable dashboards for each client
Full accounting functionality
What Sets It Apart: Striven’s expert team of business analysts personally see to your success. From training and onboarding, technical support, and business-specific customizations, the Striven support staff is available 24/7. On top of that, Striven’s automation capabilities allow you to work more efficiently.
Pricing: Free trial and custom demo, packages begin at $35/user.
More info: Striven Earns #1 Spot On G2’s Momentum leader ERP Report
2. Salesforce CRM
Salesforce unifies real-time CRM data from across your business, along with any other data source to maximize marketing efficiency and growth.
Highlights:
Lead and opportunity management
Work order management
Field service CRM
What Sets It Apart: Salesforce is highly customizable, with a vast array of third-party integrations and add-ons.
Pricing: Plans vary by needs, company size, and other factors.
3. Hubspot CRM
Hubspot CRM has tools for lead generation and email marketing.
Highlights:
Contact and lead management
Sales pipeline tracking
Marketing automation
What Sets It Apart: Hubspot CRM starts off free to use, with the option to upgrade to more advanced features as needed.
Pricing: Starts free, additional features available for various additional costs.
4. Pipedrive
Pipedrive is CRM marketing software that gives businesses a holistic view of their leads and customers.
Highlights:
Sales pipeline management
Contact and lead management
Sales forecasting
What Sets It Apart: Pipedrive has a user-friendly interface and easy setup, with no need for extensive training.
Pricing: Begins at $15/month.
5. Zoho CRM
Zoho CRM allows businesses to harness omni-channel presence, segmentation, KPIs, predictive intelligence, and more to deliver personalized experiences.
Highlights:
Contact and lead management
Sales pipeline tracking
Marketing automation
What Sets It Apart: ZohoCRM offers a range of features and add-ons to compliment existing functionality.
Pricing: Starts at $14 per user per month.
6. SharpSpring
SharpSpring helps agencies add new customers and increase monthly billings.
Highlights:
Lead nurturing and scoring
Marketing automation
CRM and sales tracking
What Sets It Apart: SharpSpring offers built-in analytics and reporting tools for tracking ROI and campaign performance.
Pricing: Starts at $449/month.
7. Marketo
Marketo is a singular solution that combines the power of automation, content, lead development, and account-based marketing.
Highlights:
Marketing automation
Lead and account management
Analytics and reporting
What Sets It Apart: Marketo offers integrations with Salesforce CRM.
Pricing: Available upon request.
8. Keap
Keap is an all-in-one system to help small businesses collect more leads and convert them to clients.
Highlights:
Contact and lead management
Marketing automation
Sales pipeline tracking
What Sets It Apart: Keap offers built-in e-commerce functionality for selling products and services directly through the software.
Pricing: Available upon request.
9. Salesflare
Salesflare automatically gathers contact and company info from emails, email signatures, social profiles, and more.
Highlights:
Contact and lead management
Collaboration and team management
Sales pipeline tracking
What Sets It Apart: Salesflare offers AI-powered automation and insights,
Pricing: Plans begin at $35/month.
10. Agile CRM
Agile CRM allows businesses of all sizes to optimize their efficiency and customer relationships
Highlights:
Contact and lead management
Sales pipeline tracking
Marketing automation
What Sets It Apart: Agile CRM offers a free version for solo entrepreneurs.
Pricing: Paid plans start at $15/month.
11. SugarCRM
SugarCRM connects your sales, marketing, and service teams through a single app.
Highlights:
Contact and lead management
Sales pipeline tracking
Marketing automation
What Sets It Apart: SugarCRM includes an open-source codebase.
Pricing: $1000/month for 10,000 contacts
12. Freshworks
Freshworks enables your business to create engaging posts with images and videos, increase your e-commerce brand awareness, and drive interactions with prospects and customers.
Highlights:
Contact and lead management
Sales pipeline tracking
Analytics and reporting
What Sets It Apart: Freshworks offers integrated phone and email communication tools for more efficient lead follow-up.
Pricing: Free version available, paid versions start at $23/month.
13. Copper
Copper is a CRM that’s designed for Google Workspace.
Highlights:
Collaboration and team management
Contact and lead management
Sales pipeline tracking
What Sets It Apart: Copper offers built-in integration with G Suite for seamless email and calendar management.
Pricing: Plans start at $29/month.
14. Insightly
Insightly is an agency CRM solution that enables workflow management of the entire sales process.
Highlights:
Contact and lead management
Sales pipeline tracking
Task management
What Sets It Apart: Insightly offers built-in project management tools for managing client work and internal projects.
Pricing: Plans start at $99/month.
15. LeadSquared
LeadSquared allows your agency to track every action your prospects take and every conversation they have with your team.
Highlights:
Contact and lead management
Marketing automation
Sales pipeline tracking
What Sets It Apart: LeadSquared offers built-in lead scoring and nurturing tools for more effective lead management.
Pricing: Plans start at $400/month.
16. Nimble
Nimble is a CRM built for agencies to deliver contact profiles with essential details: who people are, where they work, where they are from, etc.
Highlights:
Social media integration
Sales pipeline tracking
Office365 & GSuite Integration
What Sets It Apart: Nimble offers robust social media integrations for more effective social selling and engagement.
Pricing: Plans start at $30/month.
17. Act-On
Highlights:
Marketing automation
Lead and account management
Analytics and reporting
What Sets It Apart: Act-On offers advanced marketing analytics tools for tracking the success of campaigns and channels.
Pricing: Plans start at $900/month.
18. Ontraport
Ontraport is a CRM and automation platform designed for any business that’s ready to scale.
Highlights:
Contact and lead management
Marketing automation
Sales pipeline tracking
What Sets It Apart: Ontraport offers built-in membership site functionality for delivering online courses and other content.
Pricing: Plans start at $29/month plus a one time $897 setup fee.
19. Creatio
Creatio is a multichannel marketing software powered by out-of-the-box best practices to boost your demand generation.
Highlights:
Contact and lead management
Sales pipeline tracking
Marketing automation
What Sets It Apart: Creatio offers a process-driven interface for more streamlined and efficient workflows.
Pricing: Plans start at $2000/year.
20. Aptivo
Aptivo is an agency management suite of apps is used by businesses of all sizes, ranging from just one user to thousands.
Highlights:
Contact and lead management
Sales pipeline tracking
Project management
What Sets It Apart: Apptivo offers a built-in helpdesk and customer support tools for managing client inquiries and issues.
Pricing: Plans start at $10/month for the lite version.
Contact an Agency Management Software Expert
Over the years, our software support team has helped business owners and their employees hit the ground running. The small business analyst team at Striven has decades of experience in a variety of industries, including agencies of all kinds. It’s your business, and you’re the expert—our team is here to assist you in any way we can. Just like every car needs a trusted mechanic, every software needs a dedicated support team.
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