Best Agency Software Tools
Here’s some of my favorite agency tools. Everybody has their favorites, so I won’t pretend I know best.
But I use most of these on a day-to-day basis with my agency and they’ve served me well. I will advise that you do a trial run before switching your team over to something new. Sometimes moving too quickly can throw your agency off-kilter. And be sure to look into how the software you’re testing integrates with your current systems.
(Also, some of these links come with discounts for you and kickbacks for me!)
For Payroll
Gusto
Get $100 when you signup with this link
Gusto is amazing if you haven’t tried it. It automates everything and makes it easy for employees to handle their own pay and benefits without constantly harassing you.
Features:
- Runs payroll with a click on a button
- Auto deductions and tax filing
- Awesome interface for employees and managers to see all their info and make updates
- Manage health insurance, HFA, HSA, 401k, workers comp, charitable donations, and more.
- Hiring and Onboarding (Hiring letters that go out automatically! Built-in employee handbook)
- Easy Time Off Requests and Approvals
- Easy reimbursement system for employees
- And a ton more.
For Knowledge Base
SLAB
SLAB – 20% off your first 3 months with this link
Here’s the link: http://slab.com/r/z3mnbsdi
I love Slab. It’s super intuitive and does exactly what it needs to do and not all the other stuff. It’s a wiki that doesn’t feel like a wiki. It has the ability to make pages and sections public or private, which is great for sharing docs or even multi-page guides with clients. It’s also not expensive.
If you are not documenting how your business works it will never scale. Use Slab!
For Legal
Matchstick Legal
The best there is for Agencies
Emessay
For Contracts (By the same folks behind Matchstick but more affordable!)
Data and Automation
Airtable
Use this promo link to signup: https://airtable.com/invite/r/ETfuYB5f
Airtable is pretty amazing and can be used for just about anything. It’s like spreadsheets on steroids with tons of integrations. We use Airtable for numerous things from client surveys to customer database management, to content planning for website projects. It also really opens up possibilities of no-code app creation.
For Domain Hosting
Namecheap
Namecheap is great for buying and managing domain names. The price is right and their customer service has always been much better than Go Daddy. They periodically offer deals on domains and I love their domain search feature with “Beast Mode.”
They also offer affordable C panel hosting and other hosting-related services.
