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Marketing & Creative Agency

Win more clients. Deliver better work. Keep your team sane.

Agencies live and die by utilization, client satisfaction, and on-time delivery. The right stack makes client reporting automatic, project management effortless, and creative work faster.

Compliance Requirements

Every tool in your stack must support these.

REQUIREDGDPR/CCPA

Campaign data and customer lists require proper consent management.

RECOMMENDEDBrand Safety

Ad placements and content need brand safety controls for client work.

Common Pain Points

⚠️Time tracking is inconsistent — billing accuracy suffers

⚠️Client reporting takes hours every week

⚠️Project scope creep is constant

⚠️Creative approvals and feedback loops are chaotic

⚠️New business pipeline is managed in spreadsheets

Recommended Stacks

Curated combinations that work well together.

Boutique Agency

1–15 people

Asana for project management with client portals; Harvest for time and billing; HubSpot for new business. Lean and effective for small teams.

Asanastarter

Work management platform for teams to organize and track work

Harveststarter

Time tracking with invoicing and expense tracking

HubSpot CRMfree

Free CRM with marketing, sales, and service tools

Hootsuiteprofessional

Social media management and scheduling platform

Semrushprofessional

All-in-one digital marketing toolkit

Notionstarter

All-in-one workspace for notes, docs, wikis, and project management

Build on this stack →

Mid-Size Agency

15–100 people

Kantata (formerly Mavenlink) is purpose-built for agencies — resource management, project financials, and client billing in one. Monday for team-level work.

Monday.comprofessional

Visual work operating system for teams

Kantata (formerly Mavenlink)enterprise

Enterprise PSA for professional services firms

Salesforce Sales Cloudprofessional

Leading enterprise CRM for sales, marketing, and customer service

Marketo Engage (Adobe)enterprise

Enterprise marketing automation platform

Sprout Socialprofessional

Enterprise social media management and analytics

Tableauprofessional

Leading visual analytics and business intelligence platform

Semrushprofessional

All-in-one digital marketing toolkit

Build on this stack →

Large Agency / Holding Co

100+ people

Enterprise stack focused on utilization and profitability visibility. Smartsheet for large client projects; Tableau for agency-wide performance dashboards.

Salesforce Sales Cloudprofessional

Leading enterprise CRM for sales, marketing, and customer service

Workdayenterprise

Enterprise cloud platform for HR, finance, and planning