Tools directory

Every tool we currently track for this niche, grouped by category. Take the quiz for tailored picks.

Disclosure: Some links on this page are affiliate links. If you sign up through them, we may earn a commission at no extra cost to you. We only recommend tools we believe may be useful based on the use case described. Pricing and features change — verify current details on the vendor's site before buying.

automation

Make

automation

Visual workflow automation between SaaS apps. Strong free tier and predictable pricing.

Best for: Agencies that want to automate client reporting and onboarding flows.

Pricing: check vendor site (not verified by us).

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Zapier

automation

Workflow automation between 6000+ apps. Industry standard for SaaS integration glue.

Best for: Agencies that need broad app coverage (Slack, GSheets, HubSpot, etc.).

Pricing: check vendor site (not verified by us).

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crm

GoHighLevel

crm

All-in-one CRM, marketing automation, and white-label client portal for solo/small agencies.

Best for: Agencies running 5-30 client accounts who want one tool instead of seven.

Pricing: check vendor site (not verified by us).

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HubSpot

crm

CRM + marketing hub. Free tier gets agencies started; paid tiers add automation and reporting.

Best for: Agencies that already use HubSpot for clients and want to standardize internally.

Pricing: check vendor site (not verified by us).

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email marketing

ActiveCampaign

email-marketing

Email marketing + CRM for SMBs. Strong automation builder.

Best for: Agencies running email nurture sequences for clients.

Pricing: check vendor site (not verified by us).

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project mgmt

ClickUp

project-mgmt

Project + task + doc + chat in one. Strong free tier; team tier unlocks dashboards.

Best for: Agencies whose project management lives in spreadsheets today.

Pricing: check vendor site (not verified by us).

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reporting

AgencyAnalytics

reporting

White-label client reporting dashboards. Aggregates Google Analytics, Ads, SEO data.

Best for: Agencies who waste hours on monthly client reports.

Pricing: check vendor site (not verified by us).

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seo

Frase

seo

AI content briefs + SERP research. Affordable alternative to Surfer.

Best for: Solo or small agencies who want SEO content briefs without enterprise pricing.

Pricing: check vendor site (not verified by us).

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SEMrush

seo

Comprehensive SEO + competitor research suite. Industry standard.

Best for: Agencies pitching SEO services who need credibility data and competitor reports.

Pricing: check vendor site (not verified by us).

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Surfer SEO

seo

Content optimization for ranking — SERP analysis and on-page recommendations.

Best for: Content marketing agencies producing 10+ articles/month per client.

Pricing: check vendor site (not verified by us).

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