Last Reviewed: November 15th, 2024

Best Marketing Agency Software Of 2024

What is Marketing Agency Software?

Marketing agency software serves as an operational epicenter for agencies, helping streamline their business processes, deliver more effective campaigns, and maximize profitability. It rids agencies of ad hoc tools, consolidating tasks such as project and client relationship management, time tracking, invoicing, and reporting into one efficient platform. It's essentially a central nervous system for agencies that boosts productivity, fosters staff collaboration, and powers successful client relationships. Key functionalities include project management, collaboration tools, document sharing, CRM features, time tracking, and invoicing. Emerging features leverage artificial intelligence for predictive analytics, which is a game-changer for marketing strategy. While adaptable across various sectors, creative, PR, digital marketing, and advertising agencies gain significant value. Notable limitations often revolve around integrations with existing software and scalability. Some solutions might not grow at the same pace as the agency, causing minor bottlenecks. Despite its constraints, marketing agency software provides the centralized hub agencies need to excel in an increasingly competitive landscape.

What Are The Key Benefits of Marketing Agency Software?

  • Improved Project Management
  • Enhanced Collaboration and Communication
  • Efficient Resource Allocation
  • Streamlined Workflow Management
  • Sophisticated Reporting and Analytics
  • Automated Marketing Tasks
  • Optimized Time Tracking
  • Better Client Relationship Management
  • Advanced Financial Management
  • Increased Team Productivity
Read more

Overall

Based on the latest available data collected by SelectHub for 603 solutions, we determined the following solutions are the best Marketing Agency Software overall:

Start Price
$800
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android

Why We Picked HubSpot

With basic CRM alongside marketing, sales, service and content management, Hubspot offers a lot of functionalities, which users cite as a primary benefit. Its slick interface ensures an intuitive experience and extensive automation simplifies tasks, although some complicated functions make it time-consuming to learn. Users also appreciate how prompt customer support is, and that there’s a free version that’s ideal for small and mid-sized businesses.
However, certain email elements present issues and the paid versions are expensive for what they offer. Overall, businesses that are in need of a robust and scalable product suite, especially those with a focus on inbound marketing, might find this to be a good fit.

Pros & Cons

  • Ease of Use: Every user referencing navigation reports the platform is user-friendly.
  • Customer Support: The support team is reliable and offers quick responses to any need, according to 91% of reviewers referencing this aspect.
  • Automation: Automating email campaigns, lead scoring and workflows, managing sales funnel and social engagement, and creating email templates is easy, according to 95% of reviewers who talk about automation.
  • Feature-Rich: The range of features offered, such as creating landing pages, forms and email campaigns, is a benefit to 85% of users mentioning functionalities.
  • Marketing: Every user who refers to marketing feels it’s easy to market products.
  • Interface: A slick interface makes it easy to navigate, in the experience of 80% of reviewers referencing the UI.
  • Price: Premium products are expensive for the amount of functionality, especially for small and mid-sized companies, according to 86% of reviewers mentioning cost.
  • Training: In 85% of reviews referencing training, users say it’s difficult for average users to perform complicated tasks such as tracking leads and making different mailing lists, causing a learning curve.
  • Email Functionality: All reviews about this issue note that customizing the mobile version of an email affects the desktop version, inserting custom HTML such as a for promo timer isn’t possible and more.

Key Features

  • Pipeline Management:
    •  Reduces data entry through auto-populated data and grants control over pipelines to match how users work. 
    •  User-friendly edit tools alongside a drag-and-drop interface simplify the entire management process. 
    •  Quick access to key metrics is available with a sales dashboard. 
  • Lead Management: Perform CRM activities without the hassle of reconciling different data sets and gain full visibility into contacts by accessing data-rich profiles in one location. Capabilities include lead segmentation, contact activity history and tasks. 
  • Messaging: Facilitates better internal and external communication, promotes strong customer experiences, supports lead generation and enables more timely follow up. Offers Facebook Messenger, a customizable live chat widget, shared email and a chatbot builder. 
  • Conversations Inbox:
    •  Provides context, alignment and transparency for marketing, sales and service teams through a team-wide inbox. 
    •  Aids cross-functional collaboration via a central hub for communicating with prospects, leads and customers. Routing rules deliver emails to the most relevant team or member. 
    •  Offers a seamless experience to customers no matter what stage they’re in. 
  • Contact Activity: Gain deeper insights by leveraging analytics that show website interactions. Track form submissions, page visits and more. 
Start Price
$9
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android

Why We Picked ActiveCampaign

ActiveCampaign provides cloud-based marketing services to businesses of any size. It’s easy to use and offers a wide range of features, along with robust automation and campaigning capabilities. The system integrates with all major platforms. Most users also find the customer support team as well as the training materials to be helpful.
However, it takes time to learn the intricate features thoroughly. Reviews also state the system suffers from glitches and the interface could be more user-friendly. Businesses that need a system that caters to CRM as well as marketing needs, and that have the ability to leverage its complex functionality effectively, should consider this as a solid choice.

Pros & Cons

  • User-Friendly: Everyone referencing this aspect states the software is easy to use.
  • Automation: It helps run customer and lead campaigns, triggered automatically based on set specifications, note 98% of reviewers referring to this feature.
  • Customer Support: The support team is easy to reach and very responsive, according to 93% of reviewers talking about this aspect.
  • Functionalities: Every user mentioning features states the system offers robust capabilities including client onboarding, lead funnels, newsletters, contact tracking and more.
  • Email Campaigns: In the view of 85% of reviews about this feature, it’s easy to send weekly emails, replicate earlier emails and develop templates for other uses.
  • Integration: Connecting with Zapier and other platforms makes it easy to transfer leads, according to 88% of reviewers referencing integration.
  • Help Resource: Everyone mentioning training reports there are helpful tutorials and webinars.
  • Learning Curve: According to 77% of reviewers talking about training, it’s tough and time consuming to learn the platform.
  • Glitches: Every user mentioning this aspect notes it can be glitchy at times and quite slow to load during peak business hours.
  • Interface: The interface is slow and not very intuitive, according to 62% of reviewers referencing this aspect.

Key Features

  • Dynamic Content: Keep content fresh and personalized by automatically changing email content depending on where a lead is in the buyer’s journey. 
  • Email Marketing: A robust and fully-featured suite offers broadcasting, triggered and targeted emails, funnels, and robust integrations with popular social media and e-commerce platforms. Also offers: 
    • Drag-and-Drop Builder: Create and automate campaigns with ease. 
    • Scheduled Emails: Enables scheduling emails for specific dates and times. 
    • Email Autoresponders: Enables sending welcome emails, starting a welcome series or delivering lead magnets automatically. 
  • Segmentation: Target specific groups within the contacts list to be more personal in emails and engage people with the right information. 
  • CRM: Notify the sales team, update deals, create tasks and nurture leads automatically. Scores leads, passes off highly-qualified targets to sales and integrates with popular email providers. 
  • Advanced Reporting: Offers custom reporting features, including custom KPIs, sales reporting, tag counting and robust segmentation. Gives insights into email performance. Split testing can also be used to get email opens, clicks and buys. 
  • Fast Training: Schedule one-on-one appointments with the company’s customer service team to help teams get up to speed with training. A series of robust webinars and user docs are available. 
  • Migration Services: Receive assistance migrating from another marketing automation product. Services include contact list and tag import, form recreation, workflow recreation, and email template recreation. 
  • Powerful Integrations: Integrates with PayPal, Stripe, Shopify, WooCommerce, BigCommerce, Facebook, Google Analytics and more than 250 other apps including payment processors, membership websites and e-commerce stores. 
  • Audience Segmentation: Allows personalized messages by adding tags to segments. Tags can be based on purchase history, geographic location, time since last purchased, personal interests and more. 
  • Geo-Tracking: Automatically capture a contact’s location for geo-targeted email marketing campaigns. 
  • Site Tracking: Pulls data in from other websites to assist in tracking the customer’s activity. 
  • Social Sharing: Gives insights into performance on social platforms and enables greater audience engagement. 
  • Split Testing: Try different email subject lines, body copy and more to increase and optimize campaign conversion rates. Add up to five variations for a single campaign. 
  • SMS Marketing: Automate SMS marketing to send notifications and campaigns such as appointment reminders, flash sale notifications and more. 
  • Conversation Features: Provides: 
    •  Live chat to facilitate capturing leads and creating contacts from the website. Includes customizable auto reply, custom branding, contact creation and triggered automations. 
    •  A unified inbox to connect conversations with customers. 
  • Predictive Sending: Automate emails using machine learning algorithms. It ranks the hours in a day based on a contact’s open time and uses these recommendations to schedule an optimal send time. 
  • Contact and Lead Scoring: Sends notifications when leads are getting hot, with automatically triggered email notifications and task assignments based on lead score changes. Helps follow up with deals that are most likely to close. 
  • Win Probabilities: Calculates the conversion chance for a specific lead, giving foresight into lead behavior. 
Start Price
$1,250
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Marketing Cloud Account Engagement

Marketing Cloud Account Engagement is liked among users for the seamless integration it offers with Salesforce, leading to stronger marketing capabilities. It also offers various functionalities to make email marketing more powerful and is relied upon for lead generation. However, the cost of the product might be too much for smaller companies, especially given the lack of reporting options. The complexities of the platform also make it difficult to get used to according to the majority of reviews. Overall, the product is a good pick for larger enterprises seeking robust marketing automation, particularly those already using Salesforce that can leverage the tight integration for enhanced marketing.

Pros & Cons

  • Integration: More than 90% of users who mention integration noted the benefit of being able to connect Marketing Cloud Account Engagement with the wider Salesforce ecosystem.
  • Email Marketing: Users can seamlessly set up emails, create content, measure performance and report results, according to all reviews about email marketing.
  • Lead Generation: It offers robust tools for lead generation and nurturing, as reported by 85% of user feedback on these features.
  • Cost: The product costs more than the functionality it offers, according to all the users who mention this aspect.
  • Complexity: It’s difficult to understand and involves a lot of clicks, as observed by 95% of users mentioning this aspect.
  • Reporting: The lack of vigorous reporting tools is a matter of concern, according to 85% of user feedback on the topic.

Key Features

  • Campaign Visualizer: Tracks marketing and sales efforts as customers move through the sales funnel and provides a high-level overview of a campaign. 
  • Dynamic Content: Improve lead generation and customer experiences with dynamic and useful content specifically tailored to a target audience’s needs, wants and interests. 
  • Landing Page Builder: Standard, easy-to-use and customizable templates enable better customer service and increase lead counts. 
  • Smart Forms: Collect information at every interaction and enrich data pools with a simple drag-and-drop form builder. 
  • Organic and Paid Search Tools: Integrate with Google AdWords to determine ROI and then analyze keywords to improve performance. 
  • Social Posting: Track prospects and leads in social platforms. Schedule posts at optimal times for the greatest impact. 
  • Email Builder: The email builder is simple to use, yet powerful, and can be attached to any number of automated tools and tracking measures. 
  • Einstein: Gain insights on campaigns to optimize marketing assets and find new audiences using machine learning. 
  • Email Reporting: Track metrics like clicks, opens and more. Provides SPAM analysis and preview services to extend email reporting. 
  • Auto Segmentation: Deliver a personalized experience with dynamic content by leveraging automatic contact segmentation. 
  • Activity Tracking: Track prospect activities and maintain an activity history from a CRM, Gmail or smartphones. 

Pricing

License/Subscription Cost
  • Subscription-based model – per user per month
  • Starts at $1,000 per user per monthSetup fee of $1,000 is charged
  • Cost per extra user is $50 per month
  • Cost may vary based on the plan selected – Standard, Pro and Ultimate
Maintenance Cost
  • Cost is included in the subscription cost
  • Provides on-going customer support via Customer Hub which is an on-demand online resource center providing hundreds of articles, training and other resources to support users
  • Marketing Cloud Account Engagement offers ongoing technical support and services via in-app chat and email to users located across the globe with offices in Atlanta, San Francisco, Dublin, London, Sydney and Tokyo
  • Provides unlimited access to the Marketing Cloud Account Engagement Knowledge Base to the end user
Installation/Implementation Cost
  • None
Customization Cost
  • Cost may vary depending on the type of functional requirements being added as an add-on or the type of plan being selected out of Standard, Ultimate, and Pro
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost may vary depending on the current software, amount of data to be migrated, complexity of the data fields, level of automation and data migration tools to be utilized for transfer of data from the old to the new software
Training Costs
  • Cost is over and above the subscription cost and will vary depending on the type of training course opted for
  • Provides Live, weekly and free training, including deep-dive webinars on specific features to the end user
  • Provides Training and Certification courses along with Webinars, eLearning modules, best practices documents for learning Marketing Cloud Account Engagement solution
  • Marketing Cloud Account Engagement offers free, virtual training webinars, live events, live onsite session and customized training programs based on user requirements
Recurring/Renewal Costs
  • Cost is equivalent to the recurring monthly subscription fee to be paid on a yearly basis, customization cost, data migration cost plus training cost
Start Price
$159
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android

Why We Picked Infusionsoft

Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

Pros & Cons

  • Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
  • Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
  • Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
  • Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
  • Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
  • Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
  • Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
  • Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.

Key Features

  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: per user, per month, plus maintenance, implementation and backup support
  • All plans are billed monthly according to the annual contract
  • All plans come with a mandatory one-time setup fee called Kickstart package for new customers
  • Costs vary depending on the plan selected, based on the level of consulting and implementation help businesses require
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements added in the product module, such as sales force automation, marketing automation and eCommerce capabilities. This is based on the organization’s business requirements
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount and type of data to be migrated from the legacy system, availability of migration tools, data profiling, data cleansing and audit trail of the migration process
Training Cost
  • Cost is over and above the subscription cost and varies depending on the type of plan chosen
  • Provides an initial training program for first-time users. Users need to enroll and pay for the training course
  • Provides embedded links, including walkthrough features and video tutorials, after initial training is completed
Recurring/Renewal Costs
  • Cost is included in the subscription fee, based on the number of users, additional add-ons and the plan purchased
Start Price
$48
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Eloqua

With a vigorous set of features and tools, Eloqua assists many marketing automation activities. The ease of use and convenient navigation of the product proves to be a strong benefit among users. Users also appreciate the seamless integration opportunities it allows with third-party APIs, which helps strengthen campaigns.
However, user feedback suggests that it’s on the expensive end, especially considering delayed updates and an out-of-date visual interface. Users also report that unresponsive customer support is a drawback. Overall, it’s most useful for larger companies that want strong functionality and integrations, and that have resources to handle some glitchy behavior and system complexities.

Pros & Cons

  • Functionality: The product offers robust personalization, segmentation and automation, according to 86% of user feedback on features.
  • User-Friendly: Almost 80% of users who mention user interface and navigation note that the product is easy to use.
  • Integration: More than 85% of user feedback about integrations suggests that connecting with third-party APIs enhances the software’s usability.
  • Cost: It’s not cost-effective for the functionality offered, according to 86% of user feedback about this aspect.
  • Support: Over 75% of users referencing support report that customer service isn’t up to the mark and often responds based on issue severity.
  • Updates: Infrequent feature updates and an outdated interface are a cause for concern, according to all the users who mention this aspect.

Key Features

  • Online and Offline Data Aggregation: Access a multitude of different data sources while enabling the ability to parse, process and enrich multiple data silos. Also feeds into the system’s customer targeting features. 
  • Campaign Management: Create robust campaigns and view campaign information and customer journeys in an easy-to-understand visual interface without any technical resources. 
  • Interest-based Messaging: Utilize customer data to deliver personalized messaging campaigns. Pause or adjust campaigns on the fly for a delightful customer experience. 
  • Intuitive Digital Whiteboard: Envision campaign goals and processes with an easy-to-use digital whiteboard. 
  • Partner Ecosystem: Integrate seamlessly with hundreds of partners and their products with minimal technical work and knowledge. 
  • Native CRM Integrations: Enrich data pools and segmentation with CRM integrations that are easy to set up. 
  • Customizable Dashboards and Interactive reports: Customize dashboards to suit business needs and access interactive reports for stronger insights into marketing strategies. 
  • Lead Management: Improve sales readiness with an automated lead scoring system, which scales automatically and offers updates for various campaigns and business lines in real time. 
  • Asset Management: Create dynamic content like responsive emails, landing pages and interactive forms to engage customers. Reuse brand-compliant content for campaign assets. Also, access historical email open data to assess a campaign for insights. 
  • Segmentation:  Assemble data from multiple sources to segment and connect to the right audience based on geography, interests and more for data-driven targeting. 

Pricing

License/Subscription Cost
  • Subscription-based pricing model: price charged per month, in addition to extra fees for premium training and support services
  • Offers three-tier pricing models: Basic, Standard and Enterprise
  • Cost varies based on the number of contacts, number of marketing users and number of sales users
  • A signed contract for an annual subscription is required
Maintenance Cost
  • Included in the subscription cost
  • Provides regular upgrades and software updates, plus 24/7 ongoing support services via online, documentation, whitepapers and webinars
Installation/Implementation Cost
  • Cloud-based/SaaS: Included in the subscription cost
  • Cost is over and above the subscription cost
  • Offers Oracle Marketing Cloud Onboarding services
  • Provides Oracle Marketing Cloud Implementation Services
  • Cost varies based on the scope of implementation, business requirements and pricing tier
Customization Cost
  • Cost varies depending on the type of functional requirements added on, based on business requirements such as Oracle Eloqua Insight Analyzer, Custom Security Administration, Oracle Cloud Priority
  • Service, Multi-Lead Scoring & Advanced Routing, Event Management Module, Advanced Data Cleansing and Digital Advertising
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount and type of data to be migrated from the legacy system, availability of migration tools, complexity of data and gaps between the existing system and the new system
Training Cost
  • Cost is over and above the subscription fee
  • Cost varies depending on the type of training program chosen
Recurring/Renewal Costs
  • Cost is equivalent to the recurring subscription fee, plus customization costs and training costs
Start Price
$895
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android

Why We Picked Marketo

As a part of the Adobe Experience Cloud, Marketo Engage supports both demand and account-based marketing strategies that work in sync with marketing and sales. It offers a range of features that help businesses operations. Notable features that users call out include custom reports, automation tools and lead management. It’s highly customizable and can integrate with a wide range of business systems. Users also appreciate the robust customer service.
Some limitations include an inconvenient mobile app, outdated user interface for campaign dashboards and cumbersome functionality. Overall, businesses looking to automate their sales and marketing efforts will find the system has a lot to offer.

Pros & Cons

  • Lead Management: The ability to route and categorize leads based on requirements is helpful for staying on top of customers inputs, in the view of 60% of users talking about lead management.
  • Customizable: All reviews on this aspect agree that the system is highly customizable and offers email templates that can be created as per requirements.
  • Automation: Marketing and sales automation make it easy to use and eliminate manual entry, according to 83% of users who reviewed this feature.
  • Reporting: Provides custom reports that fit the user requirement and are insightful, say 75% of users referencing reporting.
  • Integrations: Integrations for websites, event platforms, survey platforms, mobile apps and more, along with two-way integration with CRM systems, aid functionality, according to 75% of users mentioning integrations.
  • Customer Support: The training is great and customer support is responsive, according to 66% of reviews on this topic.
  • Not User-Friendly: The functionality is cumbersome and pages take time to load, in the experience of 60% of users who reviewed the usability.
  • Dashboard: Campaign dashboards are outdated and the design needs an upgrade, according to 75% of users specifying this feature.

Key Features

  • Search Engine Optimization: Compares keyword rankings of competitors, provides recommendations for new keywords for higher ranking web pages, and discovers inbound link opportunities based on targeted keywords and competitors’ links. 
  • CRM Integration: Offers native integrations for Salesforce and Microsoft Dynamics 365 applications to provide a bi-directional data sync that auto-updates every five minutes. Also facilitates custom-configured integrations for various CRM platforms such as NetSuite, Oracle, SAP Sales Cloud and SugarCRM. 
  • Lead Scoring: Rank customers by assigning positive and negative scores based on demographics or their likelihood to exhibit certain behaviors, such as making a new purchase, being open to cross-sell offers and more. 
  • Email Marketing: Supports both batch and real-time triggered emails. Helps: 
    • Create personalized campaigns for mobile, web, ads and more using a visual editor and responsive templates.
    • Personalize content based on inferred information from website visitors, such as company, country, zip code and city, helping segment and localize content.
    • Use browsing behavior to identify product interest for target accounts.
  • Mobile Marketing: 
    • Helps connect with customers on the go, track inputs from different marketing channels and respond via mobile apps.
    • Sends push notifications and in-app messages, and incorporates beacon and geo-fencing technology to send location-relevant messages to customers.
    • Visual dashboards measure overall performance by opens, installs and session duration across multiple apps.
  • Social Media Marketing: Facilitates running social polls, sweepstakes and referral campaigns with built-in social share buttons and shareable videos. Integrates social metrics into marketing reports to help measure the impact of social activity on conversions and revenue. 
  • Digital Ad Campaigns: Connects with Facebook, Google, LinkedIn and other advertising platforms, and targets customers with relevant ad campaigns. 
  • Analytics and Reporting: Automatically connect data from different sources into a unified platform. Enables: 
    • Mapping and measuring a customer journey at every stage through shareable, prebuilt dashboards and ad-hoc reporting tools.
    • Designing custom models with the help of AI.
    • Leveraging a suite of attribution models.
Start Price
$449
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked SharpSpring

SharpSpring combines CRM and marketing automation functionalities to provide robust, user-friendly features and performance. Users particularly appreciate its lead tracking and regular software updates that improve and add features. Comprehensive customer support is another prominent benefit. Some product limitations include a lack of display functionality in the form and landing page builders and a mobile app that isn’t user-friendly and lacks responsiveness. Custom stylesheets are also time-consuming to work with. Despite some drawbacks, it can be a solid option for businesses looking for a budget-friendly and intuitive sales and marketing solution.

Pros & Cons

  • User-Friendly: The platform is easy to use, and the kanban boards, the marketing automation and drip campaigns are easy to adapt to, in the experience of 69% of users referring to this aspect.
  • Robust Lead Tracking: Over 60% of reviews about this feature appreciate the end-to-end tracking functionality for marketing and sales data, with the ability to generate, track, filter and score leads.
  • Customer Service: All reviews on support say it’s professional and highly responsive.
  • Updates: The system constantly keeps updating with new features and offers updated dashboards for use, a benefit according to 75% of users mentioning updates.
  • Mobile App: Every user referencing the mobile app suggests it’s inoperable, not relevant and lacks basic functionalities.
  • Limited Design Flexibility: The landing page builder lacks the ability to add custom code, restricting users' ability to fully customize their pages and potentially hindering brand consistency or advanced functionality.
  • Email Deliverability Issues: Some users report challenges with emails landing in spam folders, which can impact campaign performance and lead to missed opportunities. It's important to note that email deliverability can be influenced by various factors, so it's recommended to investigate and address potential causes to improve deliverability rates.
  • Reporting Limitations: Users mention that the reporting features could be more robust, particularly in terms of attribution and providing deeper insights into campaign performance. This might make it difficult to accurately measure the effectiveness of marketing efforts and identify areas for improvement.

Key Features

  • Email Builder: Offers drag-and-drop email editor and HTML customization. Dynamic features and smart tags automate the process of customizing email messages. Designs can also be saved as templates for later use. 
  • Email Campaign Testing: Native integration with Litmus facilitates testing and previewing emails on dozens of applications, email providers and devices. 
  • Behavioral-Based Email Tracking: Gives complete information on visitor activity, including page visits, form fills, webinar sign-ups and white paper downloads from email campaigns. 
  • Web Form Builder: Provides: 
    • A drag-and-drop tool with auto-completion capabilities to design and customize web forms and CTA buttons.
    • The option to view and test forms before making them live.
    • CSS to customize forms.
    • Data sharing with other applications and databases by adding a Postback URL to sync information automatically.
  • Customer Segmentation: Offers lists that automatically update as contacts meet the list’s criteria such as location, visited pricing pages, product interest and more. Map a field in web forms to preset buyer personas, setting up questions accordingly. Responses aid list segmentation, allowing follow up with personalized information. 
  • Workflow Builder: Supports automation tasks and leverages branching logic, task combination and action groups to devise a path buyers should take. Responses use custom triggers and filters to personalize lead journeys. 
  • Lead Scoring: Scores leads based on engagement. Custom metrics allow increasing or decreasing scores, including page visits, filled out forms, content downloads and specific demographic characteristics. Assigning a decay rate on leads automatically decreases scores over time. 
  • Real-Time Alerts: Automated workflows can trigger notifications via email and SMS whenever a sale is made, a high-quality lead is created or a prospect moves along their buyer’s journey. 
  • Pipeline View: Create and customize custom deal stages to track the progress of an opportunity. Provides a drag-and-drop interface to move opportunities across deal stages to get an overview of each prospect’s progress through the sales cycle. 
  • VisitorID: Tracks anonymous visitor IP addresses with reverse IP lookup to identify companies that visit the business’ website. Records page visits, recognizes visitors’ views on an important page, determines where they came from and identifies which search terms led them to the website. 
  • Customer Timeline: Offers a timeline view of individual buyers’ journeys to track significant events associated with each contact. 
  • Landing Page Builder: Provides a WYSIWYG interface with HTML for customization. Pages can automatically adapt based on visitor preferences and behaviors. Supports optimizing for mobile and creating a series of linked pages to design a funnel for visitors and prospects. 
  • Content Calendar: Offers an interactive application with daily, weekly or monthly list views of all the planned content such as social activity, scheduled emails and blog posts. Share social media content immediately or at a later date. 
  • Site Tracking: Embeds a custom tracking code snippet in landing pages, websites, microsites or blogs to track every visit. Add media center links to track visits to external resources. 
  • Blog Builder: Provides a WYSIWYG blog and website editor that’s customizable with HTML views. Includes dynamic content that can automatically adapt to resonate with different audiences based on who they are, what interests them and how they behave on the blog and website. Also has an embeddable social sharing widget. 
  • Google Ads Integration: Tracks the ROI of paid search engine marketing campaigns and derives keyword data. 
  • Campaign Analytics Tracking: Automatically tracks website visitors conversions from the moment they first visit till the final sale. Detailed campaign analytics track campaign ROI goals and work offline without the need to set up conversion funnels. 
  • Social Listening: Find and filter social conversations on Facebook, Twitter and LinkedIn by hashtag, keyword and more. Spots customer queries, captures interactions to identify prospects that are ready to buy and offers affiliate programs to promote current customers to help close the next deal. 
  • Custom Reports: Customizable across campaigns, email, social media and CRM to include business-specific metrics. Measures and predicts present and future performance, turning data into insights. 
  • Open API: Developers have access to a platform-agnostic, open API that supports programming languages such as Java, Ruby, Perl, PHP, Python and more for building custom integrations with third-party software. 
  • Third-Party Integration: An app marketplace provides access to prebuilt extensions and integrations across categories such as CRM, accounting, analytics, forms and more, extending capabilities. 
Start Price
$600
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android

Key Features

  • Campaign Management: Quickly build out automated email marketing campaigns, simple or multistep campaigns and more using a drag-and-drop builder. Launch, report and test campaigns and check results with in-line campaign statistics. 
  • Prospect Management: Categorize and identify which prospects to include, and build target personas, segments and account-based lists. Dynamic lists are automatically updated as new prospects are added. 
  • Reports: Measure, analyze and report on the effectiveness of campaigns. Track results to make necessary changes, get an overview of progress in detailed dashboards and schedule automatic reports via email. 
  • Landing Pages: Create, edit and publish pages quickly using a WYSIWYG editor. Schedule live sessions, expiry and redirection. Access pages without IT support. 
  • Form Builder: Build forms easily using a drag-and-drop interface, drop forms on landing pages using the WYSIWYG editor and customize them as needed. 
  • Email Builder: Create mobile-friendly, automated email campaigns quickly and effectively with a drag-and-drop tool. Offers professional templates, built-in image editing and an image library. 
  • Sophisticated Customer Tracking: Customer tracking can be extended from inbound to outbound efforts, allowing marketers to tweak campaign models based on recovered data. 
  • Real-time Lead Alerts: Allows timely follow-up and includes campaign stats and the times at which leads accessed certain content. 

Pricing

License/Subscription Cost
  • Subscription-based pricing model: per user, per month
  • Cost varies based on the prospect database size
Maintenance Cost
  • Cost is included in the subscription fee
  • Provides ongoing support via best practices documents, standard phone/email support, a dedicated customer success manager, webinars and eBooks
  • Charges $3,000/year (optional) for a dedicated IP address
  • ETrigue offers a Partner Plus Program starting at $1,000/month, which includes:
  • Full-feature package per instance
  • Partner Plus support
  • Includes all the features and functionalities of eTrigue DemandCenter
Installation/Implementation Cost
  • Included in the subscription fee
  • Provides Quick Start and Onboarding services, included in the subscription fee
  • Provides implementation from the beginning through the first email campaign with 5 days training, all included in the subscription fee
Customization Cost
  • Cost varies depending on the new functional requirements and modules added on, based on business requirements
Data Migration/Change Management/Upfront Switching Cost
  • Cost varies depending on the current software, amount of data to be migrated, availability of migration tools, complexity of data and gaps between the existing system and the new system, amount of
    data cleansing, data consolidation and data validation required
Training Cost
  • Provides online training for users, included in the subscription fee
Recurring/Renewal Costs
  • Cost is equivalent to the recurring subscription fee and the customization cost
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Why We Picked Oracle CX Marketing

User reviews of Oracle CX Marketing paint a contrasting picture. Many praise its comprehensive feature set, particularly its advanced journey mapping and integration capabilities with other Oracle products. Users appreciate its ability to handle large databases and complex campaigns, highlighting its scalability and performance as major strengths. For example, one reviewer noted, "The ability to map out the entire customer journey and deliver personalized experiences across multiple channels has been a game-changer for our business." However, some highlight its steep learning curve and high cost as major drawbacks, suggesting it may be overkill for small businesses or those with simpler marketing needs. Additionally, some users criticize its limited reporting capabilities and slow customer support, finding them less user-friendly compared to similar products like HubSpot and Marketo. One user commented, "The platform can be quite complex to navigate, and the initial learning curve was significant. We also felt the reporting tools could be more customizable and user-friendly." Despite these shortcomings, many users believe Oracle CX Marketing outperforms its competitors in terms of its comprehensive feature set, scalability, and ability to handle complex campaigns. However, its high cost and steep learning curve make it a better fit for large businesses with the resources and expertise to leverage its full potential. Ultimately, the decision boils down to individual needs and priorities, with users needing to weigh the strengths and weaknesses against their specific requirements and budget.

Pros & Cons

  • Comprehensive Feature Set: Offers a wide range of tools for campaign management, lead generation, automation, content management, and social media marketing.
  • Advanced Journey Mapping: Enables personalized customer experiences across multiple touchpoints.
  • Scalability and Performance: Handles large customer databases and complex marketing campaigns efficiently.
  • Integrations with Oracle Products: Provides seamless integration with other Oracle solutions for a unified business ecosystem.
  • Strong Lead Generation Tools: Helps identify and nurture high-potential leads effectively.
  • High Cost: Can be expensive compared to other marketing automation platforms, especially for small businesses.
  • Steep Learning Curve: The platform can be complex to learn and use, requiring significant training and resources.
  • Limited Reporting Capabilities: While reporting features are available, they may not be as comprehensive or user-friendly as those offered by other platforms.
  • Overkill for Small Businesses: The extensive features and complexity may be unnecessary for small businesses with simpler marketing needs.
  • Slow Customer Support: Some users have reported experiencing slow or unresponsive customer support.

Key Features

  • Eloqua: Offers B2B tools to plan and implement automated marketing campaigns that can adapt in real time based on buyer activity. Generate, prioritize and segment leads using lead scoring and data from different sources. Also includes real-time data flow controls, account-based marketing and asset management. 
  • Responsys: Manages B2C campaigns to build experiences and personalize interactions across different channels by aggregating consumer data signals. Leverages email marketing, A/B and multivariate testing, cross-channel marketing, analytics, and segmentation. 
  • Maxymiser: Create optimized customer journeys across websites and mobile apps through testing, personalization, recommendations and insights. Provides a decision engine and action tracking for developers. Also enables testing on non-browser devices and for new pricing algorithms. 
  • Infinity: Collect and manage data in real time to track, measure and optimize performance and visitor behavior. Includes analytics for data reporting, streams for data collection, an action center for data activation and a data connector for data management. 
  • CX Audience: Combines behavioral and profile data from different sources, including online, offline and third-party. This allows creating segments and targets as well as analyzing audiences based on past campaigns. 
  • CrowdTwist: Manage personalized customer loyalty and reward programs using omnichannel engagement and loyalty solutions. Design programs using widget-based, automated tools. Key capabilities include collection of customer engagement data, self-service reporting tools and automatic data export. 
  • CX Content: Manage content, documents and digital assets, and streamline content creation and distribution with internal as well as external collaboration and workflow management. Also provides content recommendations, an asset repository, smart tagging and integrations with tools like Dropbox, Office 365 and Adobe Creative Cloud. 
  • CX Unity: Optimizes business processes by accessing online, offline and third-party customer data sources. Integrates with DMP and ID Graph solutions to bring together marketing and advertising data. Also includes native machine learning functionality, profile enrichment and behavior-based segmentation. 
  • Bluekai Data Management Platform: Offers key target audiences using specific buyer interests and actionable information to create personalized online, offline and mobile marketing campaigns. 
  • DataFox: Drives personalized marketing campaigns and sales programs by leveraging company data and real-time signals. Stay up to date regarding customers’ needs with continually updated, AI-sourced data that’s automatically permeated throughout workflows. 
Start Price
$25
Monthly
Company Size
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Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android

Why We Picked Sendinblue

Sendinblue provides a cloud-based suite of communication tools available through a simple interface, ensuring ease of use. It offers a wide range of marketing automation tools and helps manage contacts efficiently, as many users note. The support team is prompt and thoroughly helpful. Users also find the free plan to be beneficial, as it offers good features with up to 300 emails per day. However, the system suffers from certain functional limitations and the design tool needs improvement. Overall, it’s an efficient, user-friendly option for businesses of any size looking to support all aspects of email marketing.

Pros & Cons

  • Ease of Use: More than 90% of reviewers referencing this feature mention it’s easy and simple to use the platform.
  • Email Marketing Tool: It’s easy to create, customize and deliver emails using a complete range of email automation tools, note more than 90% of reviewers who talk about this feature.
  • Support: The customer service team is helpful and responds in a timely manner, according to 82% of users mentioning it.
  • Interface: In the view of 91% of users referencing the interface, it’s efficient and pleasant to use.
  • Contact Management: It’s easy to import and categorize contacts, and communicating with customers is also straightforward, in the experience of 75% of reviewers mentioning contact management.
  • Limitations: Every user talking about this aspect mentions limitations such as difficulty adding a new folder and finding bounce email issues.
  • Design Tool: As every user observes, the design tool is basic and doesn’t offer many functions.

Key Features

  • Email Templates: Simplifies GDPR compliance with email templates built to follow regulations. Enables user-friendly editing via drag-and-drop functionality. 
  • Email Personalization: Helps increase email open rates. Dynamic personalization helps use subscriber-provided information from newsletters to achieve a more relevant experience. Personalization attributes include last name, first name, gender preferences, date of birth and more. 
  • Retargeting: Create a retargeting audience for ads by retargeting visitors based on specific page visits or actions (visiting a checkout page, abandoning a cart). Upload different styles of ad creatives, define budgets and monitor performance on key metrics. 
  • Sign-Up Forms: A drag-and-drop tool makes it easy to build sign-up forms and helps collect information from different fields. Additionally, give contacts a chance to opt in to receive different types of emails according to GDPR regulations. 
  • Real-Time Statistics: Access a global overview of email performance. Enables tracking events, deliveries, opens, clicks and bounces in real time, providing live monitoring of any campaign. 
  • Landing Pages: Create custom landing pages without any coding skills using the drag-and-drop landing page builder. Add the URL of landing pages in emails, advertisements, social posts and more. 
  • API: Developers have access to the entire range of the platform’s capabilities. APIs are available in several coding languages including PHP, Python, Node.js, Ruby and C Sharp. 
  • Integrations: Extend the platform’s functionality and keep using familiar apps. Supports integrations for CRM, e-commerce, forms, CMS, analytics and more, including Magento, PayPal, WordPress and Google Analytics. 
  • Chat: Developers can install a chat window on the company website so users can talk to customers and leads in real time. 

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All Marketing Agency Software (603 found)

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Dynamics 365 For Marketing

by Microsoft Corporation
Dynamics 365 For Marketing
Dynamics 365 For Marketing empowers businesses to automate repetitive marketing tasks, personalize customer journeys, and gain insights into campaign performance. This cloud-based solution caters to mid-sized and enterprise organizations, particularly those already invested in the Microsoft ecosystem. Key benefits include streamlined email marketing, lead nurturing through automated workflows, and real-time customer analytics. Popular features encompass landing page creation, social media management, and marketing automation journeys. User experiences highlight ease of integration with existing Microsoft tools, robust reporting capabilities, and a user-friendly interface. However, some users mention initial setup complexity and limitations in email design flexibility. Pricing starts at a mid-range monthly cost per user, with additional tiers offering increased functionality and storage. Consider evaluating your organization's marketing needs and desired level of customization before making a decision. Pros Seamless integration Intuitive interface Robust reporting Personalized journeys Real-time analytics Cons Initial setup complexity Limited email design Learning curve Potential cost Customization constraints
User Sentiment User satisfaction level icon: great
Cost Breakdown
$500 - $1,000
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android

ActiveDEMAND

by JumpDEMAND
ActiveDEMAND
ActiveDEMAND, developed by JumpDEMAND, is a comprehensive marketing automation platform designed to streamline various marketing tasks. It is particularly well-suited for small to medium-sized businesses seeking to enhance their marketing efforts through automation, lead tracking, and detailed analytics. One of the significant benefits of ActiveDEMAND is its ability to consolidate multiple marketing functions into a single, user-friendly interface, making it easier for marketers to manage campaigns, analyze performance, and adjust strategies in real-time. Among its popular features are email marketing, social media management, and web analytics, which collectively help businesses target their audience more effectively and measure the impact of their marketing activities. When compared to similar products, users often highlight ActiveDEMAND's flexibility and the depth of its features as key differentiators. Pricing for ActiveDEMAND varies based on the scale of the business's needs, with options ranging from basic packages suitable for smaller operations to more advanced plans that cater to larger marketing teams, billed on a monthly basis. This tiered pricing structure ensures that businesses only pay for the features they need, making ActiveDEMAND a cost-effective choice for companies looking to maximize their marketing automation investment.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android

emfluence

by emfluence Marketing Platform
emfluence
Emfluence is a marketing automation platform designed to streamline and automate marketing campaigns across various channels. It caters to businesses of all sizes, particularly those seeking to optimize lead generation, nurture leads, and drive sales. Emfluence offers a range of features, including email marketing, lead scoring, social media management, and marketing analytics. These features help businesses automate repetitive tasks, personalize their marketing messages, and gain insights into their campaign performance. Some of the key benefits of using Emfluence include increased marketing efficiency, improved lead conversion rates, and enhanced customer engagement. Additionally, users often find Emfluence's intuitive interface and robust reporting features to be valuable assets. Pricing for Emfluence varies depending on the specific features and functionality required. However, generally, it falls within the mid-range pricing spectrum for marketing automation solutions, with plans available on a monthly or annual subscription basis. In comparison to other marketing automation platforms, Emfluence is often praised for its ease of use and affordability. However, some users have noted that its features may not be as comprehensive as some of the more expensive solutions on the market. Pros Easy to use Affordable Intuitive interface Robust reporting Good customer support Cons Limited features Not ideal for large companies Buggy integrations Limited customization Advanced features require learning
User Sentiment User satisfaction level icon: great
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android

Creatio

by Creatio
Creatio
Creatio is a versatile platform that combines CRM capabilities with powerful business process management tools. It helps businesses manage customer relationships, automate workflows and build custom apps without extensive coding knowledge.Starting at $25 per user per month, Creatio stands out with its no-code development platform, allowing teams to create and modify business apps through an intuitive drag-and-drop interface. The system is great at handling complex sales processes, marketing campaigns and customer service operations.The platform is particularly well-suited for mid-sized to large organizations that need more than just basic CRM functionality. The recently updated Freedom UI makes it more accessible for everyday users, though some technical expertise is helpful for more advanced customizations.Users like Creatio for its flexibility and vast feature set, including reporting capabilities, lead management tools and customer service features. Some users have noted occasional performance issues, particularly with page load times. New users should be prepared for a learning curve due to the platform's extensive functionality.To thoroughly analyze Creatio, I took a multi-faceted approach. First, I signed up for a free trial to test the platform hands-on and explored the mobile app to understand the user experience across devices. For real-world insights, I reached out to current Creatio users and read reviews on sites like Capterra. Further, I reviewed case studies and watched tutorials to learn and make the most out of the platform's capabilities. Finally, I utilized in-depth research from SelectHub's analysts, who extensively tested and evaluated Creatio.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
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Mac Windows Linux Chromebook Android

Buyer's Guide

Marketing Agency Software Is All About Improving Productivity and Collaboration

Marketing Agency BG Intro

Imagine a bustling beehive buzzing with activity. That's what a successful marketing agency looks like: teams collaborating, projects progressing and data buzzing everywhere. But just like bees need their honeycomb for structure and efficiency, agencies need marketing agency software to organize the chaos and fuel their growth.

Marketing agency software provides a centralized platform and communication tools that help keep up with team members and customers. In this buyer’s guide, we’ll go over what marketing agency platforms are, the most popular tools in the market and the software’s benefits and features. Let’s dive in!

Executive Summary

  • Marketing agency software helps increase profit margin by making your marketing operations more efficient.
  • Key features include project management, content management, client relationship management, analytics and reporting, and marketing automation.
  • Be sure to ask potential software providers specific and targeted questions before committing to a purchase.
What This Guide Covers:

What Is Marketing Agency Software?

Marketing agency software is a tool that helps optimize the operational and collaborative processes of marketing agencies. From campaign creation to performance analysis, this solution offers numerous ways to improve your profit margin while maintaining quality work.

Marketing agency software is akin to a Swiss army knife, providing multiple, multi-faceted tools in a centralized platform. With this software, you can keep your customer communication sharp and cut down on workflow hurdles. And just like a Swiss army knife fits in your pocket, the software easily integrates into your smartphone, enhancing resource organization and results. 

Be it launching new marketing campaigns or monitoring customer journeys, advertising agency software is your Man Friday and helps you stay on top of client information.

Marketing agency tools come in various forms of software, including:

Primary Benefits

Marketing agency software offers a wide array of advantages to boost your business growth. Let’s take a look at some of them:

Marketing Agency Primary Benefits

Improve Productivity

The saying “old is gold” isn’t applicable everywhere. Case in point — sticky notes and spreadsheets can only take you so far. You need robust content management tools to maximize campaign efficiency, and marketing agency software provides just that. A centralized platform helps you be more organized and manage tasks without constantly switching between platforms, saving time and effort.

Another way marketing agency solutions save time is through automation. You can automate redundant, repetitive and manual tasks and let machines take care of snoozefest-y activities. Streamline workflows with ease and allow marketers to focus on core tasks that require human intelligence, like resolving sensitive customer queries. 

Clara Shih, co-founder of Hearsay Social, said this about automation:

Rather than wringing our hands about robots taking over the world, smart organizations will embrace strategic automation use cases. Strategic decisions will be based on how the technology will free up time to do the types of tasks that humans are uniquely positioned to perform.”

By automating content scheduling and gaining a holistic project view, you can create compelling content that improves productivity and helps foster better customer relationships.

Enhance Collaboration

About team collaboration, Niven Al-Khoury said:

Teamwork in an organization is like performing a piece of music. Each employee works as a member of a world-class orchestra…If one instrument is lacking, no other can make up for it. If the piano player is missing, the flute cannot substitute its sound. Similarly, in an organization, each individual employee and each department is essential, they all need to bring their best selves, and they all must work together in harmony.”

Marketing agency software helps materialize the above vision by boosting team communication and helps users connect anywhere, anytime, via any device. With shared calendars and file-sharing capabilities, you can ensure seamless collaboration and that everyone is on the same page.

Advertising agency software also helps team members keep track of each other’s tasks and assignments. It helps improve accountability by making sure everyone finishes their projects on time and lets people coordinate in a single platform.

Make Data-Driven Decisions

Peter Sondergaard, former EVP at Gartner, aptly points out that:

Information is the oil of the 21st century, and analytics is the combustion engine.”

Marketing agency software helps you make the best of your available data so you can make smarter and more informed decisions. With robust reports and dashboards, you can visualize data in a digestible way and identify customer trends and preferences. This enables you to personalize future campaigns.

You can monitor client behavior and measure ROI accurately to create successful marketing projects. Charts like pie charts, donuts, heatmaps, bar graphs and line graphs help understand and analyze information, providing nuanced and data-driven insights.

Key Features & Functionality

Project Management

Create, manage and assign tasks with ease. You can set deadlines and track progress, enabling you to plan projects, budgets and timelines. Allocate team members to activities and monitor time to manage productivity assessment and visualize goal progress.

Client Relationship Management

Teams can manage leads from various sources and nurture relationships, improving revenue in the long run. The platform lets you store client information, communication history and preferences and use them to find insights about client behavior, helping you shape campaigns.

Marketing Automation

This capability helps with email marketing and lets you automate email campaigns and segmentation. You can create targeted messaging, manage content creation, schedule blog posts and track performance. Monitor engagement and assign lead scores for better prioritization.

Analytics and Reporting

Teams can generate customizable reports, helping them make informed decisions. You can track KPIs, ROI and other metrics to stay on top of campaign performance and maximize their effectiveness. Use charts like pie charts, bar graphs, donuts and heatmaps to visualize reports and identify market trends.

Content Management

This feature helps you plan, organize, schedule and publish content and execute campaigns. You can manage different content versions across various platforms to ensure consistency. Teams can communicate in a centralized platform, fostering collaboration and quality content.

Social Media Management

Schedule and publish posts on multiple platforms like Meta, X and Instagram. Monitor audience engagement and gain insight into client trends and behavior. You can track performance, make edits as needed and create attention-grabbing posts.

Software Comparison Strategy

With so many vendors in the market, deciding which software would be the best for your business can get overwhelming. Jumpstart your search by considering the following aspects before committing to a purchase:

Preferred Features: Look at your current system and analyze where it’s lacking. What are the most common problems you face? Which features can help maximize productivity? Take your time to make a list of requirements.

Budget: You need to be honest about your budget and how much you can afford to spend. Consider all variables like the number of users, hidden costs and maintenance fees before making a purchase.

Deployment: Cloud solutions are cheaper and easier to access than on-site platforms. On-premise software also needs an IT team on board to fix technical issues if they come up. However, it can be cost-effective for large teams with lots of data, while cloud solutions are useful for smaller teams or startups.

Integrations: Take note of apps you use daily. Your ideal solutions should integrate with your preferred apps, enabling you to streamline communication.

Customizations: What customizable features does the software offer? Does it come with any pre-built templates? What about scalability options? Investing in a scalable solution helps keep up with your company’s changing technical needs.

Vendor Support: Does your vendor provide hands-on customer support? Do they have 24/7 live chat? What do their onboarding and training processes look like? How do they ensure data security? How will they help you import existing data into the new software?

User Experience: Marketing agency software that is intuitive and easy to use is always a plus. They can save valuable time and money that would otherwise go into costly and time-consuming software training.

Cost & Pricing Considerations

The cost of advertising agency software depends on various factors like the number of users, capabilities, scalability and deployment. It starts from $20 for basic systems and can go up to hundreds of dollars for cutting-edge solutions.

The most common billing method is to charge per user/month. Some vendors charge on a quarterly, half-yearly or annual basis. Others bill a one-time, flat fee, though they are becoming increasingly rare.

Cloud solutions are cheaper than on-site ones. On-premise software also requires a round-the-clock IT team for maintenance and repairs. However, on-site platforms are suitable for large teams with a lot of people, as paying per user/month would become costly in that case.

Make sure to watch out for hidden costs like training, maintenance, implementation and onboarding fees before making a purchase.

Questions To Ask

Ask yourself the following questions to guide software selection and determine your requirements:

  • What are your end goals as an agency to serve your clients?
  • Which apps do you use daily?
  • How much scalability are you looking for?
  • How many users do you have, and do they need different access controls?
  • What are your pain points, and which capabilities will help solve them?

Marketing Agency Key Questions

Here are some questions to ask software providers to know more about the software and its vendor:

  • Do you provide industry-specific solutions? Do you have any use cases to back this up?
  • How customizable is this software?
  • How readily available is the customer support?
  • How user-friendly is the tool? Is there a learning curve?
  • What integrations do you provide?

Next Steps

As marketers, you always need to be on your toes — monitoring market trends, analyzing client behavior and optimizing strategies. Marketing agency software helps make that job a little simpler and lets your teams breathe easier by streamlining operations and enhancing workflow efficiency. The customer insights you gain from it are the cherry on top of a decadent, dynamic, capabilities-filled cake.

Still confused and unsure which software to pick and which to chuck? We’re here to help. Check out our free comparison report to gain insight into top industry leaders and compare them on the basis of their advantages and capabilities. Good luck!

Product Comparisons

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Technical Content Writer
Manogna Matta was a Technical Content Writer at SelectHub who delivered content for CRM, mental health, marketing and fundraising. An alum of the University of Hyderabad, Manogna did Communication and Psychology courses in her B.A. and M.A. She's also an avid coin collector and a fashion enthusiast. When not typing away on the keyboard, Manogna plays mother hen to her tiny birds, watches sitcoms and makes bad-quality dad jokes.
Edited By Pooja Verma
Content Editor
Pooja Verma is a Content Editor and Senior Market Analyst at SelectHub, who writes and edits content for endpoint security, legal, CRM, fundraising software, eCommerce, and mental health software. She earned a literature degree from Miranda House, DU and also holds Master’s in Journalism from Symbiosis Institute of Media and Communication in India. In her free time, you can spot her reading a book or binge-watching the latest web series and movies.