10 Melhores Softwares para Agências de Marketing Analisados em 2026
Lista restrita do melhor software para agências de marketing
Gerir uma agência de marketing pode ser uma tarefa difícil. Tem de conciliar as exigências dos clientes, prazos apertados e a coordenação da equipa. É fácil sentir-se sobrecarregado. É aí que entra o software para agências de marketing. Estas ferramentas podem ajudá-lo a manter tudo organizado e a funcionar sem problemas.
Com base na minha experiência a testar e analisar software, encontrei as melhores soluções para responder a estes desafios. O meu objetivo é dar-lhe uma visão imparcial do melhor software para agências de marketing. Vou mostrar-lhe as funcionalidades, as vantagens e as possíveis desvantagens de cada ferramenta.
À medida que continuar a ler, descobrirá qual o software mais adequado às necessidades específicas da sua equipa. Quer esteja concentrado na colaboração, na automatização ou na análise de dados, encontrará aqui algo para si.
Why Trust Our Software Recommendations
Our team has been testing and reviewing software since 2012. As project managers ourselves, we know how difficult—and important—it is to choose the right software.
For this guide, we evaluated tools using hands-on testing and independent research, scoring tools using our selection criteria. We also draw on insights from industry thought leaders and practicing project management experts.
Our reviews reflect our human editorial judgment, not a sales pitch.
Expert reviewers:
Tabela comparativa de software para agências de marketing
Esta tabela comparativa resume os detalhes de preços das minhas principais escolhas de software para agências de marketing:
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for agency profitability insights | 14-day free trial | From $10/user/month (billed annually) | Website | |
| 2 | Best for all-in-one business management | 14-day free trial | From $17/user/month | Website | |
| 3 | Best for no-code custom automation | Free demo available | Pricing upon request | Website | |
| 4 | Best for tracking marketing metrics | Free demo + 14-day free trial | From $20/client/month (billed annually) | Website | |
| 5 | Best for inbound marketing strategies | Free plan available | From $45/user/month (billed annually) | Website | |
| 6 | Best for email marketing automation | 14-day free trial + free demo available | From $15/month (billed annually) | Website | |
| 7 | Best for AI-assisted remote team collaboration | Free plan + 14-day free trial + free demo available | From $9.99/user/month (billed annually) | Website | |
| 8 | Best for marketing automation tools | 14-day free trial | From $97/month | Website | |
| 9 | Best for managing client testimonials | Free plan available | From $9.99/month | Website | |
| 10 | Best for insurance agency workflows | Free demo available | Pricing upon request | Website |
Análise do melhor software para agências de marketing
Seguem-se os meus resumos detalhados do melhor software para agências de marketing que integrou a minha lista restrita. As minhas análises oferecem uma visão detalhada das principais funcionalidades, vantagens e desvantagens, integrações e casos de utilização ideais de cada ferramenta, para o ajudar a encontrar a melhor opção para si.
Best for agency profitability insights
Productive is a professional services automation software designed for agencies and service businesses. It helps with resource planning, project management, and financial management.
Why I picked Productive: The tool provides real-time profitability tracking and growth forecasting, which is essential for agencies looking to increase profitability. Features such as automated task management and workflow automation set it apart. It integrates with tools such as Xero and Slack to provide a smooth workflow, as well as allowing you to connect to third-party apps via Open API. Productive also offers specific solutions for various roles, ensuring everyone in your team benefits.
Standout Features and Integrations:
Features include real-time profitability insights, automated task management, and tailored reporting on billable utilization. These features help you track financial performance and streamline your operations. The software also supports revenue forecasting, making it easier for you to plan for growth.
Integrations include Xero, Slack, QuickBooks, Jira, Zapier, and more.
Pros and Cons
Pros:
- Improves client communication
- Tailored reports for agencies
- Real-time profitability insights Tailored reports for agencies Improves client communication
Cons:
- Can be overwhelming for new users
- Limited customization options
New Product Updates from Productive
Productive Adds Voice Dictation, Slack Connector, Proposals, and Overtime
Productive adds voice dictation, a Slack Connector, proposal controls, and overtime tracking. These updates support faster AI interactions, client proposals, and time management. For more information, visit Productive’s official site.
Scoro
Best for all-in-one business management
Scoro is a business management software tailored for agencies and professional service firms. It offers tools for project management, billing, and reporting to improve operational efficiency.
Why I picked Scoro: It provides an all-in-one solution that integrates project management with billing and reporting. The platform's real-time KPI dashboards give you insights into your business performance. Scoro's time tracking ensures accurate billing and resource allocation. The customizable reports help you tailor data presentations to suit your needs.
Standout Features and Integrations:
Features include project management tools that let you plan and track projects from start to finish. The billing feature simplifies invoicing and revenue tracking. Additionally, Scoro offers a CRM system to improve client relationships and sales pipeline management.
Integrations include Xero, QuickBooks, Dropbox, Google Calendar, Salesforce, and more.
Pros and Cons
Pros:
- Effective CRM system
- All-in-one management solution
- Real-time KPI dashboards
Cons:
- Configuration takes significant time
- Mobile app lacks full functionality
New Product Updates from Scoro
Scoro Adds Time Mobile App and ELI Improvements
Scoro adds the Scoro Time mobile app for iOS/Android to track time anywhere and expands ELI with attachments, smarter filtering, and trigger-based actions. For more information, visit Scoro's official site.
Best for no-code custom automation
Screendragon is an enterprise work management platform built for marketing and agency operations, combining project management, resource planning, creative approvals, budget tracking, and AI-powered workflow orchestration in one system.
Who Is Screendragon Best For?
Screendragon suits mid-to-large marketing agencies and in-house agency teams managing high volumes of work across multiple clients, typically with 30 or more users.
Why I Picked Screendragon
Screendragon earns its spot as one of the best on my shortlist because its no-code workflow builder lets agency ops teams design, adjust, and govern custom processes without involving IT. I particularly like the dynamic forms feature, which replaces scattered email briefs with structured intake that triggers automated approval sequences. The side-by-side version compare and multi-stage approval routing are genuinely useful when managing creative reviews across multiple client accounts simultaneously.
Screendragon Key Features
- Resource capacity planning: Visual planner aggregates team availability and workloads across multiple concurrent projects.
- Campaign budget tracking: Real-time dashboards show project budgets, forecasted spend, and financial performance by campaign.
- Digital asset management: Centralized repository for storing, tagging, and reusing creative assets across client campaigns.
- Advanced permission controls: Role- and region-based access settings protect confidential client data in complex agency structures.
Screendragon Integrations
Screendragon offers native integrations with HubSpot, Microsoft Power BI, Ziflow, Brandfolder, Workato, and Smartsheet. An API is available for custom integrations.
Pros and Cons
Pros:
- Granular permissions protect sensitive cross-client data
- Multi-stage creative approvals with version control
- No-code workflow builder tailored for agencies
Cons:
- Reporting flexibility limited compared to competitors
- Onboarding new users takes considerable time
New Product Updates from Screendragon
Screendragon Unveils New AI Hub
Screendragon introduced AI Hub, a new capability that lets teams build and manage AI agents directly within workflows. The update helps marketing teams automate tasks, maintain governance controls, and scale AI-driven operations more efficiently. For more information, visit Screendragon's official site.
Best for tracking marketing metrics
AgencyAnalytics is an agency management software and reporting platform designed for marketing agencies looking to track and visualize marketing metrics. It serves digital marketers by offering tools for creating custom dashboards and automated reports.
Why I picked AgencyAnalytics: It excels in tracking marketing metrics, providing you with extensive data visualization options. Custom dashboards allow you to present data to suit your agency's needs. Automated reporting saves time and ensures you always have up-to-date information. The user-friendly drag-and-drop interface makes it easy to create reports without the need for technical skills.
Standout Features and Integrations:
Features include white-label reporting, which allows you to brand reports with your agency's logo. The SEO audit tool helps you analyze website performance and identify areas for improvement. Additionally, the rank tracker monitors search engine rankings to keep your team informed about SEO performance.
Integrations include Google Analytics, Facebook, Instagram, X Ads, and more.
Pros and Cons
Pros:
- SEO audit tools included
- White-label report capability
- Easy-to-use drag-and-drop interface
Cons:
- Frequent integration instability
- Requires setup time
HubSpot
Best for inbound marketing strategies
HubSpot is a customer relationship management (CRM) and marketing platform for inbound marketing, sales, and customer service. It serves marketing teams by providing tools to attract visitors, convert leads, and close customers.
Why I picked HubSpot: It excels in inbound marketing strategies, offering a suite of tools to manage content marketing, social media, customer relationships and retention. The CRM system is integrated, allowing your team to track leads and interactions proficiently. HubSpot's content management system helps you create and optimize marketing content for better engagement. The email marketing feature is strong, with automation options to nurture leads effectively.
Standout Features and Integrations:
Features include a landing page builder that lets you design pages without coding skills. The social media management tool helps you schedule and monitor posts across platforms. Additionally, the analytics dashboard provides insights into your marketing performance, helping you make data-driven decisions.
Integrations include Salesforce, Mailchimp, Shopify, Zoom, Slack, and more.
Pros and Cons
Pros:
- Content management features
- Strong email marketing tools
- Integrated CRM system
Cons:
- Annual contracts can be rigid
- Mandatory paid onboarding fees
Best for email marketing automation
ActiveCampaign is a marketing automation platform that primarily serves small to medium-sized businesses. It focuses on email marketing, customer relationship management, and sales automation.
Why I picked ActiveCampaign: It excels in email marketing automation, offering advanced features to personalize your campaigns. The platform's automation workflows help you engage your audience effectively. Its segmentation tools allow you to target specific customer groups. ActiveCampaign also provides detailed analytics to track the performance of your campaigns.
Standout Features and Integrations:
Features include a drag-and-drop email builder that simplifies the creation of engaging emails. The platform's lead scoring feature helps you prioritize your sales efforts. Additionally, the site tracking tool enables you to understand how your contacts interact with your website.
Integrations include Shopify, Salesforce, WordPress, Zapier, WooCommerce, Facebook, and more.
Pros and Cons
Pros:
- Effective segmentation tools
- Detailed campaign analytics
- Advanced email automation workflows
Cons:
- Becomes costly as contact lists grow
- Phone support limited to top tiers
Best for AI-assisted remote team collaboration
Teamwork.com is an AI-powered project management software tailored for teams working remotely. It helps with task management, team collaboration, and project tracking.
Why I picked Teamwork.com: It offers features that support remote collaboration, making it suitable for distributed teams. The built-in chat and file sharing features make communication easy. Teamwork.com also offers templates for various project types, improving its usability for remote teams.
Standout Features and Integrations:
Features include Gantt charts for project planning, a time tracking tool to monitor productivity, and workload management to balance team efforts. These features help you allocate resources effectively. The software also offers a client portal, which is useful for agencies that need to share updates with clients.
Integrations include Slack, HubSpot, Xero, Microsoft Office, ChatGPT, Stripe, and more.
Pros and Cons
Pros:
- Client portal access
- Integrated chat feature
- Customizable project templates
Cons:
- Higher tiers required for key tools
- Can feel cluttered with many projects
HighLevel is a marketing automation platform aimed at agencies and marketers. It facilitates lead management, client interaction, and campaign automation.
Why I picked GoHighLevel: The platform excels in providing marketing automation tools that simplify client communication and lead conversion. It offers a unified inbox to manage messages from various channels. Automated workflows save time and ensure consistent client follow-up. HighLevel also provides customizable dashboards to track key metrics, keeping your team informed.
Standout Features and Integrations:
Features include a funnel builder for creating sales funnels, an appointment scheduling system to manage bookings, and a membership area for client access. These features help to improve your marketing efforts by simplifying client interactions. The software also includes a CRM system to organize and track leads efficiently.
Integrations include Mailchimp, Stripe, Shopify, QuickBooks, and more.
Pros and Cons
Pros:
- Membership area feature
- Funnel builder included
- Unified inbox for messages
Cons:
- Occasional feature glitches
- Complex reporting options
Famewall is a testimonial management platform aimed at businesses wanting to showcase customer feedback. It helps marketers and business owners collect, display, and manage testimonials effectively.
Why I picked Famewall: It specializes in managing client testimonials, providing tools to collect and display them on your website. The platform allows you to collect and manage testimonials for multiple projects in one place. The software also offers AI testimonial analytics to help you analyze client data and develop marketing strategies.
Standout Features and Integrations:
Features include customizable widgets that allow you to tailor the appearance of testimonials to match your brand. The software offers a simple link for collecting testimonials, making it easy for clients to submit feedback. Additionally, the moderation tools help you filter and select the best testimonials to display.
Pros and Cons
Pros:
- Moderation tools for quality control
- Simple link for collecting feedback
- Customizable testimonial widgets
Cons:
- Occasional syncing delays
- Limited analytics features
HawkSoft is a management system designed specifically for insurance agencies. It helps insurance professionals manage policies, track claims, and handle customer interactions efficiently.
Why I picked HawkSoft: It focuses on optimizing insurance agency workflows, providing tools to simplify policy, and claims management. The document management feature allows you to organize and access client files efficiently. HawkSoft's reporting tools offer insights into agency performance and operations. The system's client communication tools help maintain strong customer relationships.
Standout Features and Integrations:
Features include an intuitive dashboard that gives you a quick overview of your agency's operations. The task management feature helps you keep track of daily activities and deadlines. Additionally, the automated reminders ensure that you never miss important follow-ups with clients.
Integrations include ePayPolicy, Microsoft 365, QuickBooks, and more.
Pros and Cons
Pros:
- Detailed reporting capabilities
- Extensive document management
- Optimized for insurance workflows
Cons:
- Search requires specific email login
- Can be difficult to customize workflows
Outro software para agências de marketing
Eis algumas opções adicionais de software para agências de marketing que não integraram a minha lista restrita, mas que ainda vale a pena conhecer:
- Resource Guru
For resource scheduling needs
- Wrike
For project customization options
How I Evaluate Marketing Agency Software
I evaluate agency tools in two layers: core requirements like juggling 20+ client accounts without cross-contaminating data, and differentiators that make one platform genuinely better for your team.
Core Functionality (Table Stakes For This List)
When I'm selecting tools for my list, I rank each one on a scale from 0 (does not offer the functionality) to 5 (excels in this area) for each core functionality listed below. Then, I calculate the tool's total score into a percentage. Each tool needs to achieve a minimum total score of 65% to be considered for inclusion.
- Multi-Client Project Management: I look for separate client workspaces with distinct timelines, permissions, and templates so a retail campaign never bleeds into a healthcare client's board.
- Resource & Capacity Planning: Each tool should let you visualize who's overbooked and who's available, especially when a creative team is split across five active accounts.
- Time Tracking & Billing: I check whether time entries connect directly to tasks and billable rates, making it simple to log hours on a social media campaign and generate an invoice from the same data.
- Creative Proofing & Approvals: The platform should support annotations on images, videos, and PDFs with structured approval stages so client feedback doesn't get buried in email threads.
- Client Collaboration Portal: I evaluate whether external stakeholders can log in to view progress, upload briefs, and leave feedback without needing a full seat or seeing other client data.
- Campaign Budget Tracking: Budget-to-actuals tracking at the project level matters here, so you can spot a campaign trending over budget before it eats into your margin.
Once I have a list of tools that meet this criteria, I consider what sets each platform apart.
Differentiating Factors (What Sets Vendors Apart)
Here's how I compare and contrast different vendors:
Standout Features
White-label branding is a big differentiator. When your client portal carries your agency's logo and colors, it reinforces trust during every review cycle. Retainer management tools matter just as much, especially when you need to track monthly hour rollovers and flag scope creep before a client conversation gets awkward. I also look for built-in digital asset management so your team can tag, store, and reuse creative files across accounts instead of digging through shared drives.
Beyond Features
Integration depth with marketing tools is the first thing I check. An agency platform that connects to Google Ads, Meta, Adobe Creative Cloud, and your CRM keeps campaign data flowing without manual exports. Pricing transparency matters too—I evaluate whether client and guest seats inflate costs as your roster grows. Client confidentiality controls like granular permissions and SSO also deserve close attention when you're handling sensitive campaign data across competing brands.
Como escolher software para agências de marketing
É fácil perder-se em listas longas de funcionalidades e estruturas de preços complexas. Para o ajudar a manter-se concentrado enquanto trabalha no seu processo único de seleção de software, eis uma lista de fatores a ter em conta:
| Fator | O que deve considerar |
|---|---|
| Escalabilidade | O software acompanhará o crescimento da sua agência? Considere se consegue gerir um número crescente de clientes e projetos sem problemas de desempenho. |
| Integrações | Estabelece ligação com as suas ferramentas atuais? Procure integrações nativas com plataformas de CRM, e-mail e análise de dados para evitar interrupções no fluxo de trabalho. |
| Personalização | Pode adaptar o software aos seus processos? Considere se lhe permite personalizar painéis, relatórios e fluxos de trabalho de acordo com as necessidades da sua agência. |
| Facilidade de utilização | A interface é intuitiva para a sua equipa? Verifique se o software tem um esquema simples e uma navegação fácil para reduzir o tempo de formação e melhorar a adoção. |
| Implementação e integração inicial | Com que rapidez pode começar? Avalie a disponibilidade de materiais de formação, suporte e recursos para facilitar uma transição simples para o novo software. |
| Custo | O preço está dentro do seu orçamento? Compare o custo com as funcionalidades oferecidas. Procure taxas ocultas ou custos adicionais que possam afetar o seu orçamento. |
| Medidas de segurança | Protege os seus dados? Certifique-se de que o software cumpre os regulamentos de proteção de dados e oferece encriptação, cópias de segurança e controlos de acesso de utilizadores seguros. |
| Disponibilidade do suporte | Quando pode obter ajuda? Verifique se o fornecedor oferece suporte 24 horas por dia, 7 dias por semana, e várias opções de contacto, como chat, e-mail e telefone, para resolver problemas rapidamente. |
O que é o software para agências de marketing?
O software para agências de marketing é um conjunto de ferramentas concebido para ajudar as agências a gerir projetos, acompanhar campanhas e colaborar com clientes. Os profissionais de marketing, os gestores de projetos e as equipas criativas utilizam geralmente estas ferramentas para aumentar a produtividade e desenvolver campanhas bem-sucedidas. As funcionalidades de gestão de tarefas, comunicação com clientes e elaboração de relatórios ajudam a organizar os fluxos de trabalho, a manter as relações com os clientes e a analisar o desempenho. De um modo geral, estas ferramentas proporcionam às agências a estrutura e os conhecimentos necessários para operar de forma eficiente e alcançar os seus objetivos.
Funcionalidades
Ao selecionar um software para agências de marketing, tenha em atenção as seguintes funcionalidades principais:
- Gestão de tarefas: Organiza e estabelece prioridades para as tarefas, mantendo os projetos no caminho certo e garantindo o cumprimento dos prazos.
- Comunicação com clientes: Facilita a interação com os clientes, permitindo manter relações sólidas e gerir expectativas.
- Ferramentas de elaboração de relatórios: Fornecem relatórios e informações em tempo real sobre o desempenho das campanhas, ajudando as equipas a tomar decisões fundamentadas e a efetuar ajustes.
- Painéis personalizáveis: Permitem aos utilizadores adaptar a sua vista para se concentrarem nos dados e nas métricas mais relevantes.
- Capacidades de integração: Ligam-se a outras ferramentas, como plataformas de CRM e de correio eletrónico, para criar um fluxo de trabalho coeso.
- Registo de tempo: Monitoriza o tempo despendido em tarefas e projetos para melhorar a produtividade e a precisão da faturação.
- Fluxos de trabalho automatizados: Automatizam tarefas repetitivas para poupar tempo e reduzir erros manuais.
- Planeamento de recursos: Ajuda a atribuir recursos de forma eficiente para evitar conflitos e otimizar a produtividade da equipa.
- Medidas de segurança: Protegem dados sensíveis através de encriptação e controlos de acesso, garantindo a conformidade com os regulamentos.
- Suporte à integração: Disponibiliza materiais de formação e recursos para ajudar as equipas a fazer uma transição tranquila para o novo software.
Vantagens
A implementação de um software para agências de marketing proporciona várias vantagens para a sua equipa e para a sua empresa. Eis algumas das que pode esperar:
- Melhor organização: Mantenha os projetos e as tarefas organizados com funcionalidades de gestão de tarefas, garantindo que nada fica esquecido.
- Melhor comunicação: Facilite a comunicação com clientes e entre a equipa através de ferramentas integradas de mensagens e colaboração.
- Decisões baseadas em dados: Disponibilize ferramentas de elaboração de relatórios que fornecem informações sobre o desempenho, ajudando-o a tomar decisões estratégicas fundamentadas.
- Eficiência de tempo: Automatize tarefas repetitivas e acompanhe o tempo despendido nos projetos, poupando tempo e aumentando a produtividade.
- Otimização de recursos: Atribua recursos de forma eficaz com ferramentas de planeamento, evitando conflitos e maximizando a produtividade da equipa.
- Flexibilidade de personalização: Adapte os painéis e os fluxos de trabalho às necessidades específicas da sua agência, melhorando a facilidade de utilização.
- Segurança dos dados: Proteja informações sensíveis através de medidas de segurança, garantindo a conformidade com os regulamentos de proteção de dados.
Custos e preços
A seleção de um software para agências de marketing exige uma compreensão dos vários modelos de preços e planos disponíveis. Os custos variam consoante as funcionalidades, a dimensão da equipa, os complementos e outros fatores. A tabela abaixo resume os planos comuns, os preços médios dos planos pagos e as funcionalidades normalmente incluídas nas soluções de software para agências de marketing:
Tabela de comparação de planos para software de agências de marketing
| Tipo de plano | Preço médio | Funcionalidades comuns |
|---|---|---|
| Plano gratuito | $0 | Gestão básica de tarefas, elaboração limitada de relatórios e comunicação básica com clientes. |
| Plano pessoal | $5-$25/user/month | Gestão de tarefas, ferramentas de comunicação com clientes e capacidades básicas de elaboração de relatórios. |
| Plano empresarial | $35-$800/month | Elaboração avançada de relatórios, funcionalidades de colaboração em equipa e integração com outras ferramentas. |
| Plano empresarial de grande dimensão | $145-$3600/month | Painéis personalizáveis, funcionalidades de segurança melhoradas e opções dedicadas de suporte e formação. |
Perguntas frequentes sobre software para agências de marketing
Eis algumas respostas a perguntas frequentes sobre software para agências de marketing:
Como sei se a minha agência precisa de software para agências de marketing?
Se a sua equipa tem dificuldades em gerir várias campanhas de clientes e acompanhar o desempenho, o software para agências de marketing pode ajudar. Avalie os seus processos atuais e identifique áreas onde a automatização e uma melhor organização poderiam melhorar a eficiência. Se encontrar frequentemente estrangulamentos ou erros, é provavelmente altura de considerar soluções de software.
O software para agências de marketing pode integrar-se com as minhas ferramentas atuais?
Sim, a maioria dos softwares para agências de marketing oferece capacidades de integração com ferramentas populares, como sistemas de CRM e SaaS, plataformas de correio eletrónico e ferramentas de análise. Consulte a lista de integrações do software para garantir que este se liga às suas ferramentas atuais. Esta compatibilidade ajuda a manter um fluxo de trabalho contínuo e evita silos de dados.
Quão seguro é o software para agências de marketing?
A segurança varia consoante o fornecedor, mas a maioria dos softwares de fornecedores reputados inclui encriptação, controlos de acesso dos utilizadores e funcionalidades de cópia de segurança dos dados. Procure software que cumpra os regulamentos de proteção de dados relevantes para o seu setor. Pergunte sempre pelas medidas de segurança do fornecedor para garantir que os seus dados permanecem seguros.
O que devo considerar antes de comprar software para agências de marketing?
Antes de comprar, avalie as necessidades da sua equipa, o orçamento e a capacidade de expansão do software. Considere a curva de aprendizagem e se a sua equipa consegue adaptar-se rapidamente. Pesquise as avaliações dos utilizadores e solicite demonstrações para ver o software em ação. Esta análise ajudá-lo-á a tomar uma decisão informada.