5 Must-Have Tools for Startup Marketing Agencies

Like most startup digital marketing agencies, you’re likely struggling to manage your time and resources. 

Addressing operational challenges and client demands to increase your company’s profitability is most likely becoming challenging to do.

Fortunately, there are tried and tested platforms to help streamline your team’s workflows and deliver your clients’ expected results — starting with the five must-have tools for startup agencies below.

1. Vista Social

Vista Social is a Social Media Marketing (SMM) management one-stop-shop that helps your agency manage client campaigns seamlessly. 

It gives you more control over your clients’ social media marketing initiatives—from auto-generating hashtags to scheduling content publishing and reporting.  

Vista Social’s robust features help you manage your SMM campaigns and tasks efficiently. It has a clean, modern-looking interface and is packed with easy-to-use features.

You can put your team’s workflows on steroids with the platform’s unique and handy features, including a built-in Image Editor, Review Management system, and Universal Mentions for tags.

The best part is, Vista Social is very affordable. Unlike similar tools, Vista Social doesn’t charge per user. It charges only $2 per profile, saving you a lot of money for your business.

Vista Social’s integration is quite comprehensive, too. You can connect networks such as Facebook, Pinterest, Google Business, Instagram Business, Twitter, and LinkedIn.

2. Factorial 

Factorial is a dependable Human Resource or HR software that agencies and small to medium businesses use to optimize HR tasks and workflows. 

The platform integrates payroll, document, vacation, and benefits management in one location. It also automates your critical HR tasks, reducing errors and giving you more visibility into your workforce and company data.  

Factorial offers robust features for time tracking and shift management, talent acquisition, training, and onboarding (and offboarding), employee performance assessment, and payroll summary (among others). 

Automate your workflows and eliminate repetitive, time-consuming tasks. 

For instance, you can automatically send leave request notifications and trigger actions to share documents with employees. 

Factorial integrates with Greenhouse, Slack, Google Calendar, and other compatible apps via Zapier. You can also create custom integrations with Factorial’s API. 

The platform offers a free demo, and you can pay $4 or $6 for monthly plans, depending on the storage and number of features.

3. Slack

Combining the power of Slack and reliable digital marketing software such as your content management app allows you to plan, design, and organize your content and collaboration methods.

Slack helps simplify and streamline communications across your teams. 

Instead of combing through countless emails, Slack provides a channel system with individual threads and one-on-one messaging features. It can help your team members track and stay on top of conversations and manage information easily. 

Channels allow members to contribute to a topic conveniently. A bar shows numerous channels (or topics), and all you have to do is click one.

Slack’s forum board-like interface can store long conversation histories you can easily go through and find the information you want. 

You can also branch off the main topic with threads without getting lost from the primary conversation thread.

Attach files and links to posts in channels and threads and privately message specific members of your team. You can also react to posts and hold both video and audio calls.

Slack makes it easier for your team to address issues, discuss and share project updates and documents, and collaborate efficiently. 

Slack offers integrations with MailChimp, Google Drive, and Dropbox. It has a free trial and offers monthly plans: Pro for $6.67 and Business for $12.50.

4. Trello

Trello is a collaboration tool to help teams organize notifications, delegate tasks, and keep track of work progress and activities. 

The tool makes it easy to view and monitor your tasks by displaying your to-dos and other information into a neat and compact system. 

Log into a Trello board, and you can immediately see all of your tasks displayed at once—from your project proposal document links to the latest updates on your content development projects.

The Trello board consists of lists and cards, similar to how you’d attach sticky notes to a wall with notes or cards you can modify accordingly.

You can edit cards, attach files, insert links, and transfer them to another column of cards called a list. 

Besides the boards, you can access Timeline and Calendar tools for planning projects and staying on schedule. The Table view also connects works across multiple boards.

The platform can integrate with Confluence, Slack, Google Drive, Dropbox, and Evernote.

Get a free Trello plan for individuals. You can also opt for paid plans for small and medium-sized businesses (with up to 100 members) and enterprises (with more than a hundred members). 

The monthly plans cost $5, $10, and $17.5.

5. vcita

vcita is a business management app for small businesses and agencies to manage clients, time, and money efficiently from a central platform.

vcita’s primary features include: 

  • Scheduling software and calendar 
  • Customer Relationship Management (CRM)
  • Client portal
  • Online payment management
  • Lead generation via email and SMS 

The app lets you store and track activities with customers, new and old — including payment history and client preferences.

You can manage your billing seamlessly by automatically sending estimates, receipts, and invoices.

vcita equips your team with the essential tools to build and manage client relationships and transactions while delivering memorable customer experiences. It optimizes your workflows to drive sales.   

It is compatible with Zoom, WordPress, Google, Facebook, Paypal, Wix, Venmo, and more. 

vcita offers a free demo and monthly plans of $19, $45 (the most popular), and $75 with corresponding features and functionalities.

Get your startup up and running 

The best-fitting tools can address your unique business needs while making things easier and quicker for your team.

You can spend more time on core processes and critical aspects of your business with tools designed to streamline your HR tasks, organize your communication, manage schedules, and keep track of client activity and information (among others).

Know which tools can supercharge your agency’s workflows and help you meet your targets and drive your expected results.    

Mark Thomasson
Mark is a biz-dev hero at Invoicebus - a simple invoicing service that gets your invoices paid faster. He passionately blogs on topics that help small biz owners succeed in their business. He is also a lifelong learner who practices mindfulness and enjoys long walks in nature more than anything else.
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