These are the 7 Best Agency Softwares for Your Business
An organizational professional for all agency processes
As an agency, you provide your clients with a variety of different high-quality services under one roof. This offers your clients various advantages - saving time, technical expertise and low personnel effort are just a few of them. However, a comprehensive agency portfolio involves many internal and external processes that need to be organized and optimized. An agency software can be worth its weight in gold in this regard.
In this article, you will learn what agency software is and what functions it should definitely offer you. You will get to know the advantages and disadvantages of such a tool and what the use can cost you. Afterwards, we will give you some selection criteria that you can use to choose the agency software that suits you - of course, we will also provide you with a comparison of the seven best agency softwares.
1. What is an agency software?
When we talk about agency software, we are talking about a complex program that can run all the operational and project-related processes of your company. It creates transparency, supports you in administrative tasks and can save both time and costs for you by automatically linking different service areas. By storing all customer contacts in the software, you create a better customer experience and improve coordination with your colleagues from different areas who are also working on projects for your clients. Most agency softwares are equally suitable for MAC and Windows. Such software is suitable for advertising agencies of any size, because every company has administrative and project work that needs to be done professionally.
2. These are the most important functions of agency softwares
An advertising agency software can bring various functions along. We have compiled the most important functions that are included in most tools for you:
- Project management
- Creation of schedules
- Task management and delegation
- Creation of diagrams and evaluations
- Creation of offers
- Order processing
- Calculation
- Controlling
- Handling of accounting
- Creation of billing
- Time recording
- CRM
- E-mail connection
- Calendar function
- Capacity planning
- Vacation planning
- Document management
The following additional functions, depending on the focus of your agency, might be useful for you:
- Event and event management
- Media asset management
- Cloud connection
- E-mail campaign management
- Telephony connection
3. These are the advantages of agency software
Now you may think that so far you have been able to handle the various administrative tasks and individual project steps reasonably well without using an agency program. This is of course completely correct - you can manage your internal and external projects successfully without a tool as well. Nevertheless, an agency software offers you various advantages:
- Uniform database: If you are working on a project with various colleagues, you should ensure that everyone has all the necessary information available at all times. Through integrated CRM and project management, all participants always have an overview of the demands or changes and which tasks still need to be completed. The networking of different departments of your company contributes to a higher efficiency of your work.
- Clear document management: In an agency software, you can store all incoming invoices by mail or e-mail, created and received offers as well as outgoing invoices you have created. The approval process is also handled within the tool itself, so that you can act more quickly and flexibly. All necessary information is stored digitally and can be accessed in case of ambiguities. By reducing the amount of work in the approval process, you save valuable time that you can invest in your projects.
- Interplay of different modules: An agency program offers you various interfaces to existing platforms that you probably already use. These might be awork, DATEV, Teams or Jira for example. By networking you save additional manual steps in the transfer of data, e.g. accounting data or hours worked in your invoice tool. This way, you avoid the risk of transmission errors by your colleagues. Since you have all the important data available immediately, you can create invoices in no time or handle vacation planning.
- Flexible work: Since most agency softwares are web-based or even offer you mobile apps, you can work from different locations and are still networked at all times. This creates more flexibility in your everyday work, which can have a positive effect on your performance.
4. These are the disadvantages that an agency software can have
However, the introduction of an agency software can also bring a negative aspect. The historically grown structures, which concern your procedures and program use, must first be transferred to the new tool. These processes can take some time. In addition, your colleagues will have to reorient themselves and drop the possibly prevailing "But we've always done it this way" thinking in order to make friends with the new software.
In addition, the acquisition costs of an agency software may be seen as a disadvantage. However, the costs can amortize within a very short time, because you save more time for your current and potential clients due to the time saved.
5. What does an agency software cost?
Exactly how much an agency software costs depends on the chosen variant and the scope of your tool. In general, you can expect that your package will become more expensive as the scope of services increases. Therefore, it is advisable to take stock in your company before selecting an agency program: How much time do you need for certain processes? What do you find annoying about the current structures? For which tasks do you currently have no or too little time? Afterwards, you can define pain points, i.e. the points that the tool of your choice must definitely fulfill.
You should also add a "nice to have" column to your checklist, in which you list the services that you would also like to be covered by a tool, if the price range allows it. But you can rest assured - there is a suitable agency program for every company size, both in terms of scope and price.
6. These are the criteria you should focus on when selecting your agency software
To find out which software is ideal for your company, you can use some of the following criteria to compare the agency softwares:
- How many projects can be processed in the software?
- How many members can use the tool?
- Which weaknesses, which you have identified, can you remedy with the problem?
- To what extent can existing workflows be transferred?
- Are there any special features regarding your customers and suppliers to consider?
- Which interfaces to other programs do you need?
- Is the software suitable for the MAC or Windows operating system?
In addition, you can ask fellow entrepreneurs what software they use for their work. Based on their experiences, you can judge whether the agency software meets your requirements.
6. These are the 7 best agency softwares
We have gone through our software categories on OMR Reviews and the internet to compile the seven best agency softwares for you. We will introduce the following softwares to you in the further article:
MOCO
helloHQ
poool
Die Agenturverwaltung
easyJOB
ProSonata Agentursoftware
QuoJob1. Moco
The cloud-based software MOCO offers you extensive possibilites for your project management. These include the generation of reports, project administration, creation of invoices as well as time recording and the use of the kanban tools.
Moco Costs
The costs of Moco start at 12 € per month and user. From a company size of more than 50 users, you can request a flat rate on the website. Further information about the prices of Moco can be found on OMR Reviews.
Moco Alternatives
On OMR Reviews you will find an overview of the alternatives to Moco. This way you can decide for the most suitable agency software for you based on user ratings and experiences.
2. helloHQ
The agency software helloHQ is a complete solution for all company areas. From offering to project management to invoicing, you can depict your complete agency process at a central location with helloHQ. In addition, you can connect helloHQ with other existing systems from your company via open API and interfaces to Jira, DATEV or Exchange.
helloHQ Costs
You can use helloHQ for free as a team, plus 25 € per user & month if billed annually. The Pro package from helloHQ starts at 150€ per month. Further information about the prices of helloHQ can be found on OMR Reviews.
helloHQ Alternatives
On OMR Reviews you will find an overview of the alternatives to helloHQ. This way you can decide for the most suitable agency software for you based on user ratings and experiences.
3. poool
poool is a cloud-based and industry-specific agency software. You can individually adjust the system settings of poool to fit your company - which can be taken over in the onboarding by your own support team. Through the integrated accounting, resource planning, internal CRM, time recording, employee and customer management, you can save on isolated solutions for your company. You also have a Tyrolean support team available at any time and free of charge.
poool Costs
The costs of poool start at 19 € per month and user. The requirement here are at least 3 users for a basic license of 49 €.
Further information about the prices of poool can be found on OMR Reviews.
poool Alternatives
On OMR Reviews you will find an overview of the alternatives to poool. Thus, you can decide for the most suitable agency software for you based on user ratings and experiences.
4. The Agency Administration
The Agency Administration is a cloud-based and compact agency software (SaaS) that increases your transparency by digitalizing commercial business processes and optimizes the use of resources. The Agency Administration allows you to access your data from anywhere, write offers & invoices and do holiday as well as authorization management. The software is targeted at agencies, consulting companies as well as film and production studios. Core functions are offer & billing, time & receipt recording by AI as well as project management, process digitalization and automation.
The Agency Administration Costs
The Agency Administration offers you two different price packages. The Professional package starts at 19 € per user and month. All basic functions are included. If you want to use all functions of the Agency Administration, the Enterprise package is available to you for 39 € per user and month.
You can find more detailed information about the prices of the Agency Administration and reviews with price reference on OMR Reviews.
The Agency Administration Alternatives
On OMR Reviews you will find an overview of the alternatives to the Agency Administration.
This way you can decide for the most suitable agency software for you based on user ratings and experiences.
5. easyJOB
The all-in-one tool easyJOB combines common agency processes with project management, controlling and CRM on one platform. Furthermore, you can quickly and easily document your worked times. Incoming invoices can be recorded and your project services can be billed. A transfer of the documents to the accounting is possible. In addition, you can use areas for your personnel management and your resource planning. Various interfaces also provide a great flexibility of the agency software.
easyJOB Costs
The costs for easyJOB depend on the size of your agency and the desired tool scope. You can request your individual compilation on the company website.
easyJOB Alternatives
On OMR Reviews you will find an overview of the alternatives to easyJOB. This way you can decide for the most suitable agency software for you based on user ratings and experiences.
6. ProSonata Agency Software
ProSonata Agentursoftware
is a cloud-based agency software, with which you can do your project management and the creation of invoiced for your company. The tool offers you useful functions, like an easy to use time recording, task management including kanban boards, an invoicing system (offers and invoices) as well as optional extensions. Furthermore, ProSonata offers you a personal support. The service is hosted in Germany.
ProSonata Costs
The costs for one user start at 8 € per month. More comprehensive packages for up to 3 users start from 18 € per month. Further information about the prices of ProSonata can be found on OMR Reviews.
ProSonata Alternatives
On OMR Reviews you will find an overview of the alternatives to ProSonata. This way you can decide for the most suitable agency software for you based on user ratings and experiences.
7. QuoJob
The agency software QuoJob aims to offer you the right solution for your company. You can use QuoJob as a purchase or cloud variant. Core functions available to you are appointment management, project billing, to-do planning, a task distribution tool and a contact management function.
QuoJob Costs
The system is offered in three bundles starting at 28 € per month. On the QuoJob website, you can get individual advice on further prices and a demo version. Further information about the prices of QuoJob can be found on OMR Reviews.
QuoJob Alternatives
On OMR Reviews you will find an overview of the alternatives to QuoJob. This way you can decide for the most suitable software for you based on user ratings and experiences.
7. A software that combines your extensive services
An agency software can support you in saving time and money by allowing you to focus more on your clients. No matter how big your company currently is, an agency program can help every company in optimizing their projects and streamline your internal processes. After a small adaptation period, you will be able to convince your colleagues of the advantages of the new software for your agency.
Carolin ist freie Redakteurin bei OMR und mit ganzem Herzen Autorin. Als Brand Managerin war sie bereits bei verschiedenen Unternehmen aus der FMCG-Branche für das Marketing zuständig. Währenddessen hat Carolin berufsbegleitend Ihr Studium zur Marketing-Betriebswirtin abgeschlossen.
