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Software by business need

Software for Agencies

Tools built for client work — multiple accounts, guest access and reporting.

Agency software has requirements consultancies and product teams do not share: multiple client workspaces, external collaborators who should not consume a paid seat, time tracking against profitability, and reporting a client will read.

Check guest access rules and per-seat costs carefully — they usually decide the real price of an agency stack.

Starting shortlist

A sensible stack for agencies

Each entry says why it is here. Read the linked profile before committing to anything.

  • 01ClickUp logoClickUpClient projects, docs and time tracking without stacking subscriptions
  • 02Semrush logoSemrushSEO, paid and content reporting across a portfolio of clients
  • 03monday.com logomonday.comVisual boards and dashboards clients can follow without training
  • 04Cloudways logoCloudwaysHost many client sites on one managed server
  • 05Xero logoXeroUnlimited users across account managers and finance
  • 06Grammarly logoGrammarlyConsistent client-facing writing across a whole team

Scores are our editorial assessment of fit and value — not an average of user reviews.

Also worth considering

Other tools that suit agencies

All software
HubSpot logoCRM

HubSpot

Popular starting point

An all-in-one platform where the CRM, marketing and service tools share one contact record.

Best for
Small and mid-sized teams that want CRM, marketing email and website forms in one system
Pricing
Verify current pricing · Free plan + trial
Rating
4.5/5
Ahrefs logoSEO & Marketing

Backlink and keyword research with a reputation for data quality and a clean workflow.

Best for
SEO-focused teams that prioritise backlink and keyword data quality
Pricing
Verify current pricing · None
Rating
4.5/5
Claude logoAI Tools

An AI assistant with particular strength in long documents, analysis and careful writing.

Best for
Document-heavy work, analysis and writing where tone and accuracy matter
Pricing
Verify current pricing · Free plan
Rating
4.5/5
Kinsta logoHosting

Premium managed WordPress hosting with excellent tooling and support.

Best for
Revenue-critical WordPress sites and agencies managing client hosting
Pricing
Verify current pricing · None
Rating
4.4/5
Notion logoProductivity

Documents and databases in one flexible workspace — a wiki you can shape into anything.

Best for
Teams that want documentation, knowledge and lightweight trackers in one place
Pricing
Verify current pricing · Free plan
Rating
4.4/5
Google Workspace logoProductivity

Business email, docs, storage and video calls — the sensible baseline for most teams.

Best for
Almost any team that needs professional email and collaborative documents
Pricing
Verify current pricing · Free trial
Rating
4.4/5
Salesforce Sales Cloud logoCRM

The enterprise standard — extremely capable, and priced and scoped accordingly.

Best for
Growing sales organisations with complex processes and dedicated admin resource
Pricing
Verify current pricing · Free trial
Rating
4.3/5
WooCommerce logoEcommerce

Open-source ecommerce for WordPress — maximum control, and you own the maintenance.

Best for
Content-led businesses on WordPress that want full control of their stack
Pricing
Verify current pricing · Free plan
Rating
4.3/5
Asana logoProject Management

Opinionated project and portfolio management with excellent structure for larger teams.

Best for
Established teams that want structure, portfolios and cross-project reporting
Pricing
Verify current pricing · Free plan + trial
Rating
4.3/5
SiteGround logoHosting

Managed shared hosting with a strong support reputation and solid WordPress tooling.

Best for
Small business and WordPress sites that value support quality over lowest price
Pricing
Verify current pricing · None
Rating
4.3/5
Slack logoProductivity

Channel-based team messaging with the deepest integration ecosystem.

Best for
Distributed teams that need organised, searchable internal communication
Pricing
Verify current pricing · Free plan
Rating
4.3/5
Zoho CRM logoCRM

A deeply featured CRM that is unusually affordable if you live inside the Zoho ecosystem.

Best for
Cost-conscious businesses that want extensive functionality and a single-vendor stack
Pricing
Verify current pricing · Free plan + trial
Rating
4.2/5
WP Engine logoHosting

Established managed WordPress hosting with strong agency and enterprise tooling.

Best for
Agencies and businesses running WordPress as a core business system
Pricing
Verify current pricing · Free trial
Rating
4.2/5
Perplexity logoAI Tools

An AI research assistant that cites its sources, built for answering questions.

Best for
Research, competitive analysis and questions where sources matter
Pricing
Verify current pricing · Free plan
Rating
4.2/5
Calendly logoProductivity

Scheduling links that remove the back-and-forth from booking meetings.

Best for
Anyone who books meetings with people outside their organisation
Pricing
Verify current pricing · Free plan
Rating
4.2/5
monday CRM logoCRM

CRM built on monday.com’s flexible board model — good if your team already works there.

Best for
Teams already using monday.com that want sales and delivery in one workspace
Pricing
Verify current pricing · Free trial
Rating
4.1/5
Jasper logoAI Tools

Marketing-specific AI writing with brand voice controls and campaign workflows.

Best for
Marketing teams producing high volumes of on-brand copy
Pricing
Verify current pricing · Free trial
Rating
4.0/5
FreshBooks logoBusiness Tools

Invoicing-first accounting aimed at freelancers and service businesses.

Best for
Freelancers, consultants and small service businesses billing time
Pricing
Verify current pricing · Free trial
Rating
4.0/5

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