Best software for agencies
Buyer's guides to software for agency owners, covering client portals, project management, invoicing, time tracking, CRM and more. Each guide compares tools on published pricing and features, gives each one a specific "best for", and notes the tradeoffs. AgencyPro is our product.
Best client portal software
Compare client portal tools for agencies: pricing, what a small team pays, white-label limits and who each tool fits.
Read the guideBest agency management software
Find the right all-in-one platform to run your agency: project management, billing, CRM and more.
Read the guideBest invoicing software for agencies
Compare invoicing tools built for agencies with retainer billing, time-based invoicing, and client portals.
Read the guideBest time tracking for agencies
Track billable hours, manage retainer utilization, and improve team productivity with the right time tracking tool.
Read the guideBest project management for agencies
Agency-focused project management tools with client collaboration, resource planning, and deliverable tracking.
Read the guideBest CRM for agencies
Manage your agency's sales pipeline, client relationships, and growth with the right CRM platform.
Read the guideBest client onboarding software
Simplify new client onboarding with automated workflows, intake forms, and welcome sequences.
Read the guideBest productized service software
Package and sell your agency services as productized offerings with the right platform.
Read the guideBest white-label software
Compare white-label platforms for agencies: custom domains, removing vendor branding, and which plan you need.
Read the guideBest proposal software
Find the right proposal tool with templates, e-signatures, analytics, and CRM integration.
Read the guideBest reporting tools for agencies
Client dashboards, custom branding reports, automated scheduling, and data integrations.
Read the guideResource management & capacity planning software
Scheduling, capacity forecasting and workload balancing tools for agencies, with a pilot checklist.
Read the guideBest collaboration tools for agencies
Compare real-time messaging, file sharing, project tracking, client access, and integrations across top tools.
Read the guideBest client communication tools
Client messaging, video updates, shared inboxes, ticket management, and client portal access.
Read the guideBest contract management software for agencies
E-signatures, template libraries, version control, compliance tracking, and renewal alerts.
Read the guideBest workflow automation tools for agencies
Trigger-based automation, custom workflows, approval chains, recurring tasks, and multi-tool integration.
Read the guideBest AI tools for agencies
AI tools for agency writing, research, design, meetings and workflows, with a trial worksheet and budget criteria.
Read the guideBest accounting software for agencies
Compare QuickBooks, Xero, FreshBooks and other accounting platforms on price, users included and project profitability.
Read the guideBest design tools for agencies
Collaborative design platforms with client feedback, version control, asset management, and brand consistency.
Read the guideBest SEO tools for agencies
Multi-client SEO platforms with rank tracking, site audits, backlink analysis and white-label reporting.
Read the guideBest social media tools for agencies
Multi-account scheduling, analytics dashboards, client approvals and white-label social media reporting.
Read the guideBest agency dashboard software
Real-time dashboards with client-facing reports, multi-channel data, custom widgets, and automated reporting.
Read the guideBest retainer management software
Retainer tracking, automated billing, hour rollover, client portals, and profitability reporting for agencies.
Read the guideBest file sharing tools for agencies
Client file sharing, version control, brand asset management, approval workflows, and secure storage.
Read the guideBest client feedback & approval software
Visual markup, version comparison, approval workflows, client portals, and video review for creative teams.
Read the guideFrequently asked questions
How do you evaluate the tools in these guides?
Each guide is criteria-based. We read every vendor's own pricing page, product pages and help docs, then record the same facts for each tool: pricing model and what a typical team pays, the features an agency uses day to day, plan limits, integrations and the main tradeoffs. Each tool gets a specific "best for" note. These are not hands-on tests, and there are no scores or star ratings.
Is AgencyPro always the top pick?
No. AgencyPro is our product, and each guide says so. It is listed where it does the job (client portals, requests, projects, invoicing) and each entry notes when another tool fits better. In categories where specialist tools do the core work, such as accounting, SEO, design and social media, AgencyPro is either left out or described as a companion tool rather than a replacement.
How often are these guides updated?
Each guide shows the month it was last revised, and prices on revised guides were checked on the vendors' sites in October 2026. Vendors change plans often, so confirm the current price on the vendor's pricing page before you buy.
Which review should I read first?
If you want one system to run the agency, start with the agency management software guide, which covers the all-in-one decision. If you have a specific gap (billing, time tracking, client portal), go straight to that category.
Do you accept payment to rank tools higher?
No. None of these guides are pay-to-play. We earn through AgencyPro subscriptions, not referral commissions or sponsored placements. When AgencyPro is included, it is described with the same criteria as every other tool, including its seat pricing and plan limits.
Try AgencyPro for your agency
AgencyPro puts the client portal, requests, projects and invoicing in one workspace, with unlimited clients on every plan. Plans start at $39/month with one seat included; extra seats are $15 to $30 a month. The 14-day trial needs no credit card.