What is an agency tech stack?
The collection of software tools and platforms an agency uses to run its business, including project management, CRM, billing, communication, and design tools.
Definition
Related terms
White-Label
White-label describes a product or service made by one company and sold by another under the seller's own brand. Agencies use it in two ways: reselling services delivered by a partner, and running software branded as their own.
Client portal
A client portal is a secure, branded website where an agency's clients log in to see project status, share files, approve work, submit requests, message the team and pay invoices.
Billable utilization
Billable utilization is the share of a person's available working hours spent on work a client pays for: billable hours divided by available hours, times 100.
Related resources
Frequently asked questions
How many tools should an agency use?
The average agency uses 8-12 tools, but fewer is usually better. Agencies that consolidate to 4-6 core tools report less data fragmentation and lower per-employee software costs.
What is the most important tool in an agency tech stack?
Project management is typically the foundation. But the tool that handles client-facing interactions (client portal, communication) often has the highest impact on client satisfaction and retention.
How do I evaluate whether to add or remove a tool?
Ask three questions: Does it save more time than it costs to maintain? Does it integrate with your core systems? Would removing it create a gap that affects clients? If the answer to all three is no, cut it.
Put these concepts into practice
AgencyPro helps you implement these concepts with tools for project management, billing, client relationships, and more.