The Best Software for Agencies: What’s Your Tech Stack?

Simone Morgan Last updated on: April 10, 2025

Managing an agency involves juggling multiple simultaneous processes to optimize client acquisition and retention, all while making sure you deliver the best service possible. Growing agencies with minimal staff can’t afford to not take advantage of software tools to keep up with daily demands. 

Whatever your agency specializes in, there is a core list of digital agency software you need to use to maximize your potential to attract and retain clients, communicate across teams, and deliver successful projects. 

Read on for our list of essential software to add to your agency tech stack.

6 types of software that are crucial to your agency growth

If you’re going to build your tech stack, you’ll want to start with the essentials. These are the six core software tools for managing your agency and making daily tasks easier. Read on to learn more about each software type, and our recommendations for specific tools.

1. Software voor klantrelatiebeheer (CRM)

Customer relationship management (CRM) software helps you to streamline your communications with clients and business partners. A CRM for agencies is a powerful all-in-one tool for storing customer information, creating customized sales pipelines that automate valuable sales tasks, and allowing your team to reflect and improve with truth-based reporting.

For an agency, a good CRM is an invaluable tool for ensuring no lead falls through the cracks as your team works on delivering great projects and juggling new and established clients. 

Nutshell is a great CRM option for agencies. With robust features, easy integrations, and native add-ons to create a complete end-to-end client acquisition and retention solution, Nutshell is a CRM that will help your agency grow, and scales with you all the way. It’s a simple yet powerful tool for driving sales and revenue for your agency.

Including Nutshell, popular CRMs for agencies include:

• Nutshell
• Salesforce
• HubSpot

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2. Proposal and contract software

Proposal software allows agencies to outline project specifications and scope of work to clients before signing them on. While a simple Google doc may suffice for some, more and more agencies are realizing that specialized proposal software allows you to showcase your brand and personality, while offering a glimpse of how it would be to work with you. 

Great contract software should include features such as customized templates, the ability to add signatures and other custom fields, notifications, and follow-up reminders.

Some of our picks for proposal software include:

• PandaDoc
• DocuSign
• DocSend

3. Facturatie software

Invoicing software is essential to managing sales and payments, ensuring your team gets timely compensation for their work, and you have an organized record for tax season. With invoicing software, you can send customized invoices, communicate project outlines, and create custom payment flows (for example, you may prefer a percentage to be paid upfront before you start a project). 

A good invoicing tool should also allow you to send personalized automated reminders to late-paying customers via preferred channels.

Invoicing and accounting software for agencies:

• QuickBooks
• Streep
• Xero

4. Software voor projectbeheer

Making sure you deliver excellent and timely projects requires good management of your agency team. Task management and collaboration is made easier with a good project management software platform. 

Look for software that helps you integrate goals to your bigger vision, create efficient processes to manage projects across team members and departments, and track work from start to finish, to ensure your team stays on schedule to hit their goals.

Our picks for project management software for agencies:

• Asana
• Basecamp
• Teamwork

5. Scheduling software

Scheduling software is critical for managing your appointments with leads and clients, whether you’re scheduling discovery calls, onboarding clients, or keeping clients in the loop. Scheduling software helps everyone stay on the same page about meetings, saves you time confirming appointments, and ensures you can get all the key stakeholders together for important decisions. 

Important scheduling software features to look out for include customizable availability, the ability to let clients cancel or reschedule their own appointments, automated reminder sending, and branded scheduling pages to strengthen your agency image.

Top picks for scheduling software:

• Acuïteit Planning
• Calendly
• Nutshell Scheduler

Looking for an easy-to-use meeting scheduler in your CRM?

Nutshell Scheduler lets you collect, scheduler, and manage bookings with your prospects, all without leaving Nutshell.

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6. Communication and meeting software

Agency-client meetings are increasingly done online, so you want to get the best online meeting software that makes communication with your clients easier. 

Meeting software for agencies should include features such as shareable meeting links, the ability to record meetings, and screen-sharing for improved communication and collaboration.

Some top picks for meeting software:

• Zoom
• Skype
• Google Meet

How to choose the best software for agencies

After looking at our recommendations for agency software tools, are you excited to try any of them out? All the choices available might make things overwhelming, so here are a few things to keep in mind when deciding a software platform for your agency.

• Free trial: Does the platform offer a free trial to test out premium features? You want to make sure that you know what you’re getting before you pay.
• Integrations: Do all your software tools work seamlessly together to create a robust agency experience?
• Budget: How much do you have assigned to software expenses? And are you getting the maximum ROI for your investment?
• Your main processes: What tasks are you doing regularly as an agency, and how could the software tool make these tasks easier or more streamlined?
• Your business model: Some platforms work best for agencies in specific fields.
• Your business goals: What are your short- and long-term agency goals? And how can your software help you achieve them?

With these considerations in mind, it’s best to start with the software tool that will affect your bottom line the most– a CRM. A great customer relationship management software for agencies can help you keep track of your contacts and start your journey for efficient streamlined sales. Every business needs to make sales to grow, and a CRM can help you do just that.

Maximize your agency growth with Nutshell

Having an excellent tech stack for your agency is like adding an extra-productive new team member that keeps everyone organized and aligned with your agency goals.

We hope this list was helpful in getting you started finding the right software to meet your agency needs. 

If you’re looking for a great investment for your agency software budget, consider Nutshell the best place to start.

Sign up now for a 14-day free trial, or contact our team to learn more about how Nutshell can elevate your agency.

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