Team and content management
With so many moving parts, agencies need to have clear team and content management in place. Without it, your teams may inadvertently end up working at cross purposes or giving mixed messaging in your sales collateral. These tools will help you manage the process and keep your team on the same page.
Process Street allows agencies to easily manage recurring work, transforming complex tasks into clearly defined workflows. Their no-code interface is simple to use, while quick-start templates make it easy to optimize popular tasks such as employee and client onboarding, daily task management, and content marketing
You can try Process Street and create one workflow for free with the paid plan kicking in at $25 per full member per month for unlimited workflows.
Whether it’s with your client or on their behalf, customer conversations are at the heart of any agency. Help Scout offers agencies the tools they need to respond to customer requests and collaborate on resolving any issues as soon as possible.
The standard plan allows up to 25 users and starts at $20/user/month with the plus plan at $40/user/month including advanced collaboration features and team management.
If you’re still sending clients Word documents that need to be printed, signed, and scanned, it’s time for an upgrade. Better Proposals allows you to digitize your document management, so you can quickly send, track, and request signatures on your documents
Despite the name, Better Proposals isn’t just about proposals. Whether it’s a quote, contract, statement of work, or brochure, you can manage your most important documents. Better Proposal also includes useful features for larger teams, allowing you to monitor your agency’s pipeline and improve individual performance.
The starter plan allows you to send five docs each month for $13, while the premium plan costs $21 and allows you to send 50 documents.
Slite is a workspace designed for agencies and teams to connect and work asynchronously. Whether you want to build a company wiki or track projects, you’ll be able to use Slite to create and collaborate with shared documents.
The platform includes valuable templates for everything your agency might need, from employee handbooks and weekly reviews to product planning and creative briefs.
The free plan offers a generous 50 documents and discussions for unlimited users, while the standard plan starts at $6.67/user/month with unlimited documents and discussions.
On the surface Notion is a note-taking platform but, in practice, it’s far more. From in-house wikis and company docs, Notion allows you to connect your teams with shared documents that are as simple or complex as you need them to be. Documents can automatically update based on other connected documents, so nothing is left behind or out of date.
There’s a free personal plan to try out, but agencies will benefit the most from a team plan at $8/user/month, with unlimited team members, uploads, and guests, all with a collaborative workspace.
Airtable brings the best parts of spreadsheets and databases together, radically upgrading your Excel and Google Sheets with powerful database features. Agencies can build apps that connect every aspect of their work, allowing them to track important details and manage their clients more effectively.
Airtable comes with templates for research, marketing, recruiting, and practically anything else your agency might need. Smaller teams might be happy enough with their free plan, while larger agencies will likely get the most out of the Pro plan at $20/seat/month.