Agency Software 2021

Agency software: The 19 most important tools

Managing internal tasks, looking after clients' social media accounts, remote organization or recording employees' working hours: Agencies have a wide range of tasks and obligations. There are valuable tools to help you with all these tasks. An overview of agency software.

We would therefore like to present the most important tools for agencies in this article. After all, the tasks mentioned above no longer have to be carried out completely manually. The following tools support you with project work in agencies.

Project management tools

Project management software applications are particularly helpful when it comes to managing projects and assigning tasks.

Asana

The popular project management tool Asana can help you manage even complex projects. From design requests to development to meeting or editorial plans, you can create and track any type of project with the help of Asana.

asana Project Management
The project management software Asana

The tool allows you to update the status of your projects quickly and easily. Goals can also be used to define objectives and link them directly to tasks and projects. Asana makes it very easy to track and manage the work in your agency.

monday

Another successful project management software for agencies is monday. The tool offers teams great support in planning, communicating and tracking projects. From the initial briefing to the final completion, everything can be monitored with the help of this software.

monday Project Management
monday - for the planning, communication and tracking of projects

monday provides you with a range of useful features such as project and resource planning, client management, team collaboration, time tracking, reporting and invoicing. Work can be fully managed and scheduled in one workspace. With this software, you'll be ready to get started within minutes. Plus, there are hundreds of visual and customizable templates for you to use.

Communication in the agency

With successful communication in your agency and in your team, all problems can gradually be discussed and solved. There is software that facilitates this communication and connects all team members better.

Slack

The collaboration and communication software Slack facilitates and supports your project work. Slack is primarily known for its instant messaging function and offers the exchange of messages in the form of a chat function with individuals or groups. "Slack" is a backronym and means "Searchable Log of All Conversation and Knowledge".

slack collaboration software
The software for collaboration and communication Slack

But Slack has also built a large ecosystem of integrations. All your tools can be integrated into Slack under one roof. For example, if you publish a new blog post on your blog based on WordPress, you can easily send your team a notification in the form of a message completely automatically in Slack. The possibilities for automating message-based work steps are virtually unlimited.

Slack for remote work

We at Raidboxes have been using Slack for communication in a distributed team for some time now. We share our experiences in this article: Home office tools for remote work.

Microsoft Teams

Microsoft Teams software is the ideal central location for online team collaboration. It supports everything you need for smooth teamwork. There are chat and threaded conversations, meetings, video conferences and calls. Your team can collaborate with a wide variety of content, and apps and workflows can be created and integrated in your company.

Microsoft Teams collaboration
Microsoft Teams for collaboration via online meetings, chat and calls

Time recording

Reliable time recording is important for payroll accounting and creating invoices. The following software helps you to guarantee that time tracking works reliably and error-free for all employees and service providers. See also the article Productivity hacks: Get more work done with less stress.

clockodo

clockodo supports you in reliably recording the working times of all employees. With clockodo, you can always keep up to date with the time tracking for your projects. Vacation and absences can also be planned and managed.

clockodo Time Tracking
Record working and project times with clockodo

The project software is particularly popular because it can clearly record all project time data and is intuitive to use. The recorded working times can also be used for invoicing. There is also a partner interface for payroll accounting. The clockodo software also offers a reliable CSV export.

timr

timr offers the most accurate project time recording using a stopwatch. Project times can also be recorded retrospectively. A freely definable project structure gives you the flexibility you need. You can manage hours, employees and your budget in the live overview. There are meaningful evaluations and solid reports. 

timr time tracking
timr - Project time recording via stopwatch

Apps are also available for accurate time recording on the move. A practical feature is that all recorded times are stored securely in a cloud. The current project time data can always be used to make informed decisions. Expenses can be created, moved, merged and deactivated.

Workflow automation

With the help of workflow automation, you can save a lot of time and therefore money. Automation facilitates the implementation of individual work steps in your team.

Simplify processes in WordPress development

The administrative work in WordPress takes up a large part of your working time. We show you how to organize your WordPress management centrally. In our e-book Managing 5 to 100+ WordPress projects.

Zapier

Zapier is a well-known online automation tool that can connect over 1,000 apps. This makes it possible to automate repetitive tasks. You can create your own workflows with just a few clicks. No programming knowledge is required.

zapier automate workflows
Zapier for the automation of workflows

Thousands of web apps can be connected with each other. Many workflows can be automated with Zapier and it helps you to save important time. So you can concentrate on the important tasks.

Integromat

With the Integromat, efficient data flows can be created, simplifying and optimizing the processes in your company or agency. Fortunately, this works with the help of a graphical interface that can be operated without programming knowledge.

integromat workflow automation
Efficient data flows with Integromat

Integromat supports many different cloud applications such as Outlook, Asana, Plutio, WordPress, Dropbox, LinkedIn and Facebook. For example, the work process can be automated when an email with an important attachment is received. Instead of opening the email manually, the email program is linked to the CRM system. This automation saves you valuable time every day.

Customer management

The ideal management of your customers takes into account the specific needs of each individual. The wishes of your target group should be taken into account when offering your products and services. The following applications support agencies for customer projects of all kinds.

Analytics and tracking software

With analytics software, you can get a better picture of your customers' online performance. So that you can make data-based decisions.

Google Analytics

The Google Analytics tracking tool allows data traffic analysis on websites. For example, it examines the origin of visitors and the time spent on the various subpages of a website. The amount of data collected is almost inexhaustible and provides a good basis for in-depth analyses.

Google Analytics Marketing Platform
The Google Analytics tracking tool

Whether you want to know which pages generate the most customers or which articles are never visited: With the right settings, you can find out all of this for your customers.

Hotjar

Hotjar is a complete system for simplified analysis of the online behavior of website visitors. It allows you to obtain feedback from website visitors, for example. You can also use Hotjar to find out what users want on your site. The click and typing behavior is examined in detail. Even the scrolling behavior can be observed. This data can be used to determine the motivation and wishes of the website's target group.

hotjar web analytics
Hotjar analyzes the online behavior of your target group

Social media management tools

If you manage your customers' social media profiles, you won't be able to avoid social media management tools. They help you to manage different accounts in one software.

Hootsuite

Hootsuite allows you to manage all your customer accounts from one place. With Hootsuite, you can schedule posts in advance, monitor the performance of all social media activity from one central location and even collect customer approvals. Pricing depends on how many customer accounts you manage.

Hootsuite Social Media Monitoring
Social media monitoring and management with Hootsuite

Agorapulse

Agorapulse is a social media management platform that allows you to set up a social inbox for all your customer accounts. These boxes capture all conversations on social media. Practical filter and search functions give you quick access to interactions of all kinds. Mentions, advertisements and important messages are always available. Of course, you can also schedule posts for your customers and get their approval and feedback.

agorapulse Social Media Monitoring
The social media management platform Agorapulse

SEO Tools

Do you help your customers with their search engine optimization? You should know the following tools. For WordPress SEO plugins themselves, see the comparison Yoast vs Rank Math: WordPress SEO plugins in comparison.

SEMrush

SEMrush is a popular SEO platform that enables targeted SEO (search engine optimization) and content marketing. With SEMrush, you can conduct your keyword research and analyze competitors in depth to be inspired by their strategies. SEMrush also offers you a practical rank tracker for your customers' important keywords. The tool helps you to create on-page audits for your customers' websites.

Semrush SEO
The SEO platform SEMrush

Ahrefs

The popular SEO software Ahrefs is best known for its large and up-to-date keyword and traffic database. Ahrefs offers you extensive tools to search for keywords and analyze competitors. Ahrefs also has a rank tracker function and can carry out basic SEO audits.

ahrefs SEO
Keyword analysis with Ahrefs

WordPress Hosting

The hosting must meet your customers' expectations and deliver sufficient performance. There are many cheap offers, but what is important? I personally use Raidboxes as my host. It offers secure, reliable and lightning-fast managed WordPress hosting.

Raidboxes Managed WordPress Hosting
Managed WordPress hosting from Raidboxes

With the features that Raidboxes offers, I save time and money. The top support helps me with all my questions.

Advantages of managed WordPress hosting

Are you interested in our special WordPress functions that relieve you of numerous administrative tasks? Then read our posts Managing 5 to 100+ WordPress projects efficiently and 13 advantages of managed WordPress hosting.

PPC Management Software

If you place ads for your customers, you can do this manually in the interfaces of the respective platforms (Google, Facebook, etc.). Alternatively, you can also use PPC (pay per click) software to simplify this process. And to bundle several customer accounts in one place.

Optmyzr

Optmyzr helps you to optimize your PPC campaigns with ease. The "One Click Optimization" feature lets you improve your ads with just a single click and provides new keyword suggestions or optimizes your keyword bids, for example. The tool also allows you to formulate and then place your own ads.

optmyzr PPC management
Optmyzr helps with the optimization of PPC campaigns

WordStream

WordStream is a practical PPC toolbox and offers you, among other things, a free report on all your Google Ads performance. Especially for agencies, WordStream also offers AI-based reporting for your clients as well as help with managing multiple ad accounts.

WordStream online advertising
The PPC Toolbox WordStream

Webinar software

Webinars are becoming increasingly popular. Many agencies are helping their clients to use this relatively new form of content marketing. Practical webinar tools can help to optimize the underlying processes.

ClickMeeting

With ClickMeeting, you can set up your first webinar in just a few minutes. The software offers all the important functions and lets you plan webinars of any type and size for your customers. You can customize everything from the landing page to the email notifications.

ClickMeeting Online Meetings
Conduct webinars with ClickMeeting

WebinarJam

WebinarJam is an all-in-one webinar platform that is also suitable for a large number of participants. The tool can be used to reach thousands of listeners and provide them with high-quality video content. The software offers all the important functions for mapping a webinar from start to finish on one platform.

Webinarjam webinar software
Extensive webinars with WebinarJam

Conclusion on the topic of agency software

In this article, we have introduced you to a range of different tools. Of course, this doesn't mean that you should use them all. Before you start thinking about software, you should make sure that your underlying process is clear and optimized. Only when you know what the workflow looks like should you look for suitable software to digitize it. This is where the list above can be helpful. Good luck with it!

Your questions about tools for agencies

What questions do you have about the agency software presented? Which tools can you recommend? Feel free to use the comment function. Do you want to be informed about new articles for WordPress agencies? Then follow us on Twitter, Facebook, LinkedIn or via our newsletter.

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