The Best Advertising Agency Software Tools to Use in 2025

Managing client campaigns, project progress, and marketing efforts requires the right advertising agency software. Many marketing agencies struggle with disconnected tools. If, say, your CRM platform doesn’t align with your social media management software, it leads to inefficiencies and a lot of back and forth, leaving room for human error.

The best agency management software integrates project tracking, client portals, collaboration tools, and analytics into a centralized platform.

This article explores the best advertising agency software in 2025 to improve team collaboration, client projects, and agency success.

Take your advertising agency software to the next level. Book a demo with TapClicks today!

What Is Advertising Agency Software?

Advertising agency software helps digital marketing agencies and creative teams manage client campaigns and improve their marketing efforts. Without a centralized platform, handling multiple clients and marketing tasks becomes inefficient.

Unlike standard project management software, advertising agency tools integrate social media management, digital marketing, and CRM platforms. The right software provides you with real-time visibility, accurate client reporting, and better project management.

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What Makes Reporting and Analytics Software Effective?

The best reporting and analytics software for advertising agencies meets three key requirements:

Provides a Complete View of Marketing Efforts

The software uses data from various marketing tools and digital marketing software to tell a clear story. This helps agencies demonstrate value to clients, boost retention, and expand services. A full-picture view shows how different campaigns perform across channels. Understanding how each campaign contributes to the overall strategy allows agencies to adjust their approach and deliver better results.

Offers Marketing Automation

Effective software automates client reports with customizable KPIs. Automation frees up time for teams to focus on creating impactful campaigns. Time-tracking features help teams allocate resources efficiently and dedicate more hours to high-value activities.

With automation, you can consistently update clients without delays, strengthening relationships and trust.

Integrates With Other Agency Tools

The best solutions connect with various other solutions, such as project management software, CRM software, and accounting tools. This reduces manual processes and improves resource management.

Integration allows data to move between platforms, giving teams real-time insights and helping them complete projects faster. Connected tools enable agencies to manage campaigns, track performance, and handle finances without switching between systems, saving time and avoiding errors.

See how TapClicks was built to be a powerful tool for reporting and analytics. Schedule a demo and get a free 14-day trial.

Top Advertising Agency Software for Reporting and Analytics

The best advertising agency software for reporting and analytics gives agencies complete control over their marketing data. These tools provide insights that show the value of client campaigns, automate reporting processes, and connect with other essential agency management software.

1. TapClicks

TapClicks is an all-in-one marketing analytics and reporting tool built for advertising agencies. The platform offers powerful, customizable reporting features that help agencies present a complete view of their marketing efforts.

With over 250 marketing-specific data connectors, TapClicks allows agencies to pull relevant data from platforms like Google Ads, Salesforce, and Google Analytics into a single dashboard.

Key Features of TapClicks

• Custom dashboards: You can create dashboards for each client, campaign, or strategy. Agencies can provide clients with controlled access to real-time data, letting them track project progress without constant updates.

• Data enrichment and transformation: TapClicks merges data from multiple sources, providing a unified view of campaign performance. For example, you can see how Facebook Ads influence Google Ads performance. The platform also transforms data to match naming conventions. You can standardize "cost" from Facebook and "spend" from Google for a clear comparison between campaign spending and results.

• Automated reporting: TapClicks automates report generation. Teams can set recurring reports at chosen intervals. On-demand reports are also available, allowing agencies to send data updates instantly as PDF, CSV, or PPT files.

• Real-time analytics: The platform provides instant insights, helping agencies make informed decisions. Teams can analyze key metrics such as conversions, click-through rates (CTR), and return on ad spend (ROAS) without delays.

• Seamless integration: TapClicks works with popular digital marketing software, CRM software, and project management software, reducing manual data transfers and improving resource management.

TapOrders and TapWorkflow

TapClicks includes two additional tools that support agency operations:

• TapOrders: This feature allows agencies to input service orders directly into TapClicks. Agencies can track which services clients purchase, such as SEO or PPC packages. It identifies underperforming services and highlights profitable ones. Agencies can import sales data from Salesforce to evaluate leads and optimize sales strategies. TapOrders also supports billing by helping agencies build product catalogs focused on high-margin services.

• TapWorkflow: This tool automates recurring tasks and sends proactive notifications. For example, if a campaign launch is near, but the creative content remains in the design queue, TapWorkflow alerts the design team. Once the creative work is finished, it notifies the campaign manager, allowing the launch to proceed without delays. Automation with Google Ads and Google Ad Manager sends campaign details and creative assets directly to ad platforms.

Why Agencies Choose TapClicks

TapClicks saves agencies time, reduces errors, and provides real-time visibility into campaign performance. Traditional reporting methods involve exporting data from multiple platforms, organizing it in spreadsheets, and importing it into presentation tools like Google Data Studio. This manual process consumes time and often leads to mistakes.

TapClicks eliminates these problems. Agencies no longer waste time rearranging data or updating formulas. Instead, TapClicks automates these processes, allowing teams to spend more time on strategic activities like campaign planning and optimization.

The Impact of TapClicks on Agency Operations

Agencies using TapClicks report significant time savings. Automating reports and eliminating manual data handling free up valuable resources. Agencies producing 100 reports monthly save up to 150 hours per month—equivalent to cost savings between $4,000 and $6,000.

TapClicks serves as more than just a reporting tool. It acts as a centralized platform that connects CRM software, project management software, and time-tracking systems. This integration improves resource management, keeps projects on schedule, and helps agencies achieve better results for clients.

TapClicks Pricing Plans:

• TapDataLite - Starting at $99/month: Includes 64 connectors and SmartConnector™ Basic, ideal for small companies centralizing their marketing data.

• TapData+ - Starting at $349/month: Offers expanded connectors and advanced SmartConnector™ features for larger teams.

• TapData Max - $649/month: Includes full access to all connectors and SmartConnector™ with advanced data aggregation options, ideal for large enterprises with complex needs.

Book a demo and start your 14-day free trial with TapClicks today—level up your agency’s performance.

2. DashThis

Source: Dashthis.com

DashThis is a reporting and analytics tool for agencies that need straightforward reporting solutions. It offers 34+ integrations with popular platforms such as Google Ads, Google My Business, Instagram Ads, and Facebook Ads. Unlike more advanced platforms, DashThis focuses on pre-made templates and simple analytics.

DashThis operates on a dashboard-based pricing model, where each dashboard represents one automated report. Agencies typically require at least one dashboard per client. Larger agencies or those wanting segmented views for different stakeholders may need several dashboards per client. You can present customized reports depending on your client needs.

Pricing Plans:

• Individual plan - $49/month: Includes 3 dashboards with access to all integrations and preset templates for quick report creation.

• Professional plan - $159/month: Includes 10 dashboards with multi-integration dashboards and data source aggregation.

• Business plan - $309/month: Includes 25 dashboards with white-label customization and unlimited user access.

• Standard plan - $479/month: Includes 50 dashboards with priority support and personalized onboarding.

Top Advertising Agency Project Management Software

Agencies handle multiple moving parts, from processing client orders to assigning tasks to creative teams such as designers, copywriters, SEOs, and PPC managers.

To manage these workflows efficiently, most agencies rely on project management tools like Asana, Basecamp, and Monday.com.

1. Asana

Source: Asana.com

Asana is project management software designed for advertising agencies seeking a balance between simplicity and functionality. Project managers and teams can use Asana to:

• View assignments in Kanban view, allowing easy visualization of tasks and progress.

• Track tasks in a Gantt chart, showing dependencies and what needs to be completed to keep projects on schedule.

• Create tasks with due dates, assign members, and add comments, ensuring accountability and clear communication.

• Filter tasks to display only what is relevant, such as overdue items or upcoming deadlines.

• Receive inbox updates, reminding team members when tasks are due.

• Monitor team performance using a time-tracking feature available as a Google Chrome plugin.

Asana has an intuitive design, and your team can see what tasks are due and who is responsible for them. The Kanban view and Gantt charts help agencies visualize project progress and manage workloads efficiently.

Pricing Plans:

• Personal - Free with unlimited tasks, projects, messages, and file storage (100MB per file).

• Starter - $13.49/month with timeline views, Gantt views, Asana AI, custom fields, and 250 automations per month.

• Advanced - $30.49/month with goals, 100 portfolios, workload management, and advanced reporting.

• Enterprise - Custom pricing with unlimited views, resource management, premium support, and advanced integrations with tools like Salesforce and Tableau.

• Enterprise+ - Custom pricing with strict compliance tools, audit log API, data loss prevention, and HIPAA compliance.

2. Basecamp

Source: Basecamp.com

Basecamp is user-friendly project management software that combines key project management features in one platform, including:

• To-do lists for task assignments and progress tracking.

• Message boards for organized team discussions.

• Real-time group chat with its Campfire feature.

Basecamp’s straightforward interface makes it suitable for agencies seeking a simple yet effective way to manage projects, communicate with teams, and keep everything on track.

Pricing Plans:

Basecamp offers three pricing tiers:

• Free: Gives 1 GB of storage and supports only one project.

• Plus: $15 per user per month. This plan includes unlimited projects, 500 GB of storage, customer support, and optional upgrades that come with a fee.

• Pro Unlimited: $349 per month. Offers 5 TB of storage, priority support, and personal onboarding. 

3. Monday.com

Source: Monday.com

Monday.com is flexible project management software that supports time tracking, team collaboration, and document management for advertising agencies.

The platform offers a resource management feature, which shows team members' work capacity before assigning tasks. This helps you allocate resources more effectively so no one is overloaded and projects remain on schedule.

Monday.com also offers a customizable interface that lets you adapt workflows according to your specific needs. While the customization options add flexibility, some digital marketing agencies handling recurring tasks may find these features unnecessary if their focus is on repetitive client projects.

Pricing Plans:

• Free - Suitable for individuals or small teams of up to 2 users.

• Basic - $12 per user per month with unlimited items, 5GB of file storage, and prioritized customer support.

• Standard - $14 per user per month with timeline and Gantt views, calendar view, guest access, automation (250 actions per month), and integrations (250 actions per month).

• Pro - $24 per user per month with private boards, chart view, time tracking, formula column, automation (25,000 actions per month), and integrations (25,000 actions per month).

• Enterprise - Custom pricing with advanced features such as enterprise-scale automation and integrations, multi-level permissions, enterprise-grade security and governance, advanced reporting and analytics, and premium support.

Top Advertising Agency Software for Customer Relationship Management (CRM)

Choosing the right CRM software for an advertising agency depends on the agency's marketing approach. For outbound marketing, where a dedicated sales team handles cold calls and pitches, agencies need a CRM tool that supports pipeline management and lead tracking.

For inbound marketing, agencies typically attract clients through digital marketing campaigns and content creation. In this case, a CRM platform that tracks client interactions, manages contact information, and integrates with reporting tools is more appropriate.

Below are some of the top CRM software options for advertising agencies.

1. Salesforce

Source: Salesforce.com

Salesforce is suitable for agencies with a strong outbound sales team due to its pipeline management capabilities. Sales teams can manage leads and move them through a customized sales funnel. The platform can help you focus on lead generation and direct client outreach.

However, Salesforce comes with a steep learning curve because of its broad features tailored to large-scale industries. Agencies without a dedicated sales team or those focusing more on inbound marketing may find Salesforce too complex for their needs.

Pricing Plans:

Pricing for Salesforce is not publicly available.

2. Copper

Source: Copper.com

Copper is a CRM solution designed specifically for G Suite users, which makes it suitable for advertising agencies that rely heavily on Google Drive. However, it may not work well for teams using Outlook or non-Google tools.

You can use Copper to integrate with your Google workspace to easily manage contacts and sales activities. It offers a simple onboarding process for agencies new to CRM systems. The platform also offers integration options with QuickBooks and Hubspot, with additional integrations possible via Zapier or API.

Pricing Plans:

• Starter - $12 per user per month with a 1,000 contact limit, Google Workspace integration, tasks, activity feed, forms, and Zapier integration.

• Basic - $29 per user per month with a 2,500 contact limit, task automation, pipelines, project management, and contact enrichment.

• Professional - $69 per user per month with a 15,000 contact limit, workflow automation, bulk email, reporting, and integrations with tools like Mailchimp, QuickBooks, and Slack.

• Business - $134 per user per month with unlimited contacts, email series, custom reports, multi-currency support, and premium support services.

3. HubSpot

Source: HubSpot.com

HubSpot provides a reliable CRM solution ideal for agencies focused on inbound and content marketing. It offers a free CRM plan that integrates with Gmail, Office 365, and Outlook. Users can access sales email templates for scalable proposals and set up chat flows to connect live chat visitors directly to sales teams.

You can also benefit from HubSpot's live chat and chat flow capabilities to streamline customer connections.

Pricing Plans:

• Free: Available for up to two users.

• Sales Hub Starter: $20 per user/month with simple automation, conversation routing, and e-signature.

• Starter Customer Platform: $20 per user/month with everything in the Starter plus marketing, sales, service, content, and operations software.

• Sales Hub Professional: $100 per month with ABM tools, sequences, and call transcription.

Top Advertising Agency Software for Billing and Accounting

The best billing and accounting software for advertising agencies depends on the agency's size and specific operational needs.

For instance, a small to midsize creative agency that primarily works with freelancers and contractors requires fewer features compared to a large enterprise agency that manages expense reports, work trips, and complex budgets.

Selecting the right software allows agencies to handle invoicing, expense tracking, and financial reporting efficiently, ensuring smoother operations and better financial performance.

The following are some billing and accounting software options tailored for agencies of all sizes.

Book a demo with TapClicks today to experience seamless software!

1. QuickBooks

Source: Quickbooks.com

QuickBooks is accounting software suitable for agencies needing efficient financial management. With its smart invoicing feature, agencies can track project time and compare it against invoiced rates.

This insight helps you understand the actual value of marketing campaigns by analyzing how much clients are charged versus the resources used to achieve results.

Key Features of QuickBooks:

• Smart invoicing with time tracking to monitor project profitability.

• Comprehensive financial reporting for better business insights.

• Tools for managing contractors and freelancers.

• Inventory management and expense tracking for streamlined accounting.

Pricing Plans:

• Simple Start - $35 per month with income and expense tracking, invoicing, and receipt capture.

• Essentials - $65 per month with bill tracking and time tracking for up to three users.

• Plus - $99 per month with inventory tracking and project profitability tracking for up to five users.

• Advanced - $235 per month with advanced reporting and dedicated account support for up to 25 users.

2. Freshbooks

Source: Freshbooks.com

FreshBooks serves as an invoicing and accounting tool for service-based companies, especially marketing agencies that work extensively with freelancers and independent contractors.

Unlike QuickBooks, FreshBooks focuses on simplifying billing and time management. While FreshBooks excels in invoicing and time tracking, it lacks expense tracking. As such, it's suitable for agencies that prioritize managing billable hours and contractor payments.

Key Features of FreshBooks:

• Built-in time tracking to monitor labor costs for hourly or project-based work.

• Integration between timekeeping and invoicing tools to ensure accurate billing based on billable hours.

• Client-based pricing based on the number of billable clients.

Pricing Plans:

• Lite - $7.60 per month for up to 5 billable clients.

• Plus - $13.20 per month with Automated recurring invoices for up to 50 billable clients.

• Premium - $24 per month for unlimited billable clients with project profitability tracking.

• Select - Custom pricing with a dedicated account manager for personalized support.

3. Xero

Source: Xero.com

Xero is versatile accounting software positioned as a strong alternative to QuickBooks. It also offers more advanced features than FreshBooks while maintaining simplicity. It caters to small businesses and agencies that need comprehensive financial management without the complexity of larger platforms.

Key Features of Xero:

• Bank connectivity to reconcile bank transactions with accounting records for accurate financial tracking.

• QuickBooks data conversion without data loss.

• Advanced expense management, including inventory and bill payments.

• Payroll integration through Gusto for hassle-free employee payments.

• Multi-currency support for agencies with international clients requiring multi-currency transactions.

Pricing Plans:

• Starter: $2.90 per month for the first three months (regularly $29/month) – Send up to 20 invoices and enter 5 bills.

• Standard: $4.60 per month for the first three months (regularly $46/month) – Unlimited invoicing and bill entries.

• Premium: $6.90 per month for the first three months (regularly $69/month) – Includes multi-currency support, expense claims, and project tracking.

Xero's tiered pricing structure allows agencies to select a plan that aligns with their operational needs and budget, ensuring efficient financial management and scalability as the business grows.

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Level Up Your Advertising Agency Processes

Agencies relying on separate tools for lead generation, expense tracking, and client reporting may encounter slowdowns due to manual data transfers and fragmented information.

TapClicks helps bridge these gaps by connecting reporting, CRM, and project management software into a unified system. This connection simplifies daily operations, which allows you to focus on delivering value to clients while gaining real-time insights into business performance.

To see how an integrated approach can benefit your agency, book a demo now. Experience its updated interface and powerful features designed to simplify operations from sales to fulfillment.

FAQs About Advertising Agency Software

What software do ad agencies use?

Ad agencies commonly use project management tools like Asana, Basecamp, and Monday.com; CRM platforms such as HubSpot, Salesforce, and Copper; and accounting software like QuickBooks, Xero, and FreshBooks.

What software is used in advertising?

Advertising professionals use a variety of software, including creative tools like Adobe Creative Cloud, social media management platforms like Hootsuite, analytics tools like Google Analytics, and marketing automation software such as HubSpot and Marketo.

Who are the Big 5 advertising agencies?

The "Big 5" advertising agencies are WPP, Omnicom Group, Publicis Groupe, Interpublic Group (IPG), and Dentsu. These global firms manage a wide range of marketing and advertising services for major brands.

What is the best agency management system?

The best agency management system depends on the agency's size and needs. Popular options include Workamajig for full-service agency management, Function Point for creative agencies, and Scoro for streamlined project and financial management.

What CRM do advertising agencies prefer?

Many advertising agencies prefer HubSpot for its inbound marketing focus and user-friendly interface. Salesforce is popular among larger agencies with complex sales processes, while Copper is favored by teams heavily reliant on Google Workspace.