Best Agency Management Software (That I’ve Used)

Below are some affiliate links for software-as-service companies that (I believe) work great for running an agency. As you know, there are a ton of companies out there offering software services for agencies and it’s often difficult to find the right suite of tools that to keep your agency humming along. There will always be a lot of trial and error and we all dream of a One-Software-to-Rule-Them-All that solution that is always promised but never materializes.

All the services I recommend below are ones that I have used and like using (That doesn’t necessarily mean they will be perfect for you). I do 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 me.

For Payroll

GUSTO – get $100 when you signup with this link
Do yourself a favor and just use Gusto. It’s the best out there. Payroll and benefits are a huge pain and Gusto makes it sooo much easier.  It’s also great for agencies that have employees and contractors in different parts of the world. (That is not to say that Gusto is perfect. We’ve had issues here and there, but that’s because payroll and benefits are hard and complicated). Ask any agency owner in the group about Gusto and they will swear by it.

Here’s the link:

Gusto offers:

Payroll Auto deductions and tax filing (Awesome interface for employees to see all their info and get tax forms etc.)
Benefits: Health Insurance, HFA, HSA, 401k, Workers Comp (Employees can choose their plan and signup in Gusto)
Hiring and Onboarding (Hiring letters that go out automatically! Built-in Employee handbook)
Easy Time Off Requests and Approvals
0% interest Cash Advance for Employees

Here’s the link agian:

For Knowlege Base

SLAB – 20% off your first 3 months with this link
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!

Here’s the link:

For Project Management

Clickup – use my link below!
Choosing a project management system is super hard. I’ve tried over half-a-dozen and they all have strengths and weaknesses and they all claim to solve all your problems. But the truth is that PM tools can only make your life easier if you have smart and proactive people willing to dive in and get their hands dirty. And it’s rare that you find something that everyone on your team is going to like. I like Clickup because it is solid tool that does lots of things. I trust it. It works. It doesn’t try to do magic. It just makes managing tasks and projects relatively easy.

Here’s the link:

For Domain Hosting

Namecheap – use my link below!
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. They also offer affordable C panel hosting and other hosting-related services.

Signup Here


For Productivity

Airtable – use my link below!

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 Legal

Matchstick Legal

Not cheap but the best there is for Agencies

For Contracts (By the same folks behind Matchstick but cheap!)