Agency Software: 7 Tools Compared by the Stage They Run

Agency software is the set of tools an agency runs client work on, from the first plan to the last invoice. Pick Teamwork.com or Productive for projects, time and billing in one system. Pick ClickUp or Asana for projects and tasks, Harvest for time and invoices, AgencyAnalytics for client reports and HighLevel for client marketing in sub-accounts.

This page sorts seven products by the stage of work each one runs. It ranks nothing and makes no claim about quality. Every fact about a product comes from that product's own website, read on Nov 10, 2026.

What is agency software?

Agency software is any software an agency uses to run its own business. It often means agency management software, one platform that joins projects, time tracking, resource planning and billing.

Client work moves through six stages, and each stage has its own kind of tool.

1. Win. Find businesses, start conversations and close the deal.
2. Plan. Scope the job and decide who works on it.
3. Deliver. Run the tasks, the files and the client's approvals.
4. Track. Log hours against the budget.
5. Bill. Turn hours or milestones into invoices.
6. Report. Show the client what the work did.

A platform covers several stages at once. A single tool covers one or two.

Marketing agency software follows the same six stages. The report carries more weight there, because a retainer client expects numbers every month.

Which agency software covers which stage?

Teamwork.com and Productive join planning, delivery, time and billing. ClickUp and Asana cover planning and delivery, Harvest covers time and billing, and AgencyAnalytics covers the report. HighLevel is a different kind of product, a CRM and marketing platform that an agency runs for its clients.

"None named" means the pages we read name no source of new leads. The Stages column and the last column are our own reading. A product may cover more through a function this page does not list.

What does each product cost on its lowest paid plan?

Six of the seven showed a price with clear billing words on Nov 10, 2026. For Teamwork.com the table points to the pricing page. Each row holds one price, for the lowest paid plan.

Prices change. Each section below links the page the price was read on.

Which agency management software joins the plan, the time and the invoice?

Teamwork.com and Productive each hold the project, the timesheet and the invoice in one system. Both name agencies on their sites.

Teamwork.com

Teamwork.com is project management software for client work. Its homepage calls it "the agentic PSA that helps you win, plan and deliver projects with live margin at every step." PSA is short for professional services automation.

Projects come in Gantt, Table, List and Board views, with time logging and timesheets. The Accelerate plan adds intake forms, workload and capacity planning, retainers and client invoices built from logged time. Clients can be invited into projects, and a function named Proofs handles file approval.

The site menu lists Agencies first under its industries. The homepage says the product is "built for client services."

The lowest paid plan is Basics, priced per user and billed yearly. The currency sign did not come through cleanly in our check on Nov 10, 2026, so see the Teamwork.com pricing page for the amount. A Free plan covers up to 5 users and 5 projects.

Teamwork.com suits you better than Leadodo when the work is sold and the problem is running it.

Productive

Productive's pricing page describes it as an "All-in-one agency management platform". It lists project management, time tracking, resource planning, budgeting and invoicing, plus a sales CRM.

The site also lists forecasting, expense management, revenue recognition and reporting. The homepage says it is "Purpose-built for agencies, consultancies, and other professional services businesses." Its FAQ says adding clients is free of charge.

On Nov 10, 2026 the Productive pricing page showed the Essential plan at $10 /month, billed yearly. The card adds a total of $100 a month for 10 users, so the price counts users. Its FAQ says all plans need at least 3 seats. There is a 14-day free trial, and no free plan is shown.

Productive suits you better than Leadodo when you want budgets, people and invoices tied to each project in one system. It also lists a sales CRM.

Which products run one or two stages?

ClickUp and Asana run projects and tasks. Harvest turns tracked time into invoices, and AgencyAnalytics builds the client report. Each can sit next to the others.

ClickUp

ClickUp is project and task management software with time tracking, docs and chat built in. Its features page is headed "All the features, one platform".

Work is organized as tasks, subtasks, dependencies and milestones. Views include Board, List, Gantt, Calendar and Workload. The same page lists Docs, Whiteboards, Forms, Dashboards and Automations. Clients can join as guests "who only see and edit the items you share with them." Timesheets and Resource Management are listed on the Business plan.

The pages we read do not name agencies.

On Nov 10, 2026 the ClickUp pricing page showed the Core plan at $9 per user per month, billed yearly. There is a Free Forever plan, and its card says no credit card is required.

ClickUp suits you better than Leadodo when you need one place for tasks, documents and team chat, with clients looking in as guests.

Asana

Asana's own FAQ describes it as "collaborative project management software for teams".

The free Personal plan lists unlimited tasks and projects with list, board and calendar views. The Starter plan adds Timeline and Gantt views, forms, automations and unlimited free guests. The Advanced plan adds portfolios, resource management, approvals and proofing, and time tracking. The product page says "Asana integrates with over 200 tools and counting."

The site menu lists Agencies. The pricing page also names a separate product, Asana Client Management, on a platform "built for agency work". No price for it was shown.

On Nov 10, 2026 the Asana pricing page showed the Starter plan at $10.99 per user, per month billed annually. The Personal plan is free forever and covers 2 users.

Asana suits you better than Leadodo when the team needs a shared plan for every client project. Time tracking sits on its Advanced plan, or in another tool.

Harvest

Harvest is time tracking software with invoicing, expenses and reports. Its homepage says it "helps professional teams track time, bill clients, optimize team time, and measure performance".

It lists timers and timesheets. It also lists expense tracking, invoicing and online payments. Reports cover time, projects, team capacity and profitability. The pricing page names integrations with Asana, Slack, Stripe, QuickBooks and Xero. Team scheduling is a separate product named Harvest Forecast.

The site has industry pages for Advertising & Marketing and for Design Teams. The pricing page describes the Teams plan as "Built for teams that need to track, analyze, and invoice their time".

On Nov 10, 2026 the Harvest pricing page showed the Teams plan starting from $9 per seat per month on annual billing. The card says extra invoices, projects, clients and tasks are billed by use, and it shows no rates. A Free plan covers 1 seat and 2 projects.

Harvest suits you better than Leadodo when projects already live in another tool and you need hours turned into invoices.

AgencyAnalytics

AgencyAnalytics makes client reports and dashboards. Its homepage headline is "Client intelligence for marketing agencies".

The site says it can "Pull client data from 90+ marketing platforms". Reports can be scheduled, and the core plan lists a white-labeled client portal. Goals, alerts, benchmarks and forecasting are on the same plan. Rank Tracker and AI Tracker are sold as add-ons. Its solution pages include SEO Agencies, Social Media Agencies and PPC & Paid Media.

On Nov 10, 2026 the AgencyAnalytics pricing page showed its core plan at $20 USD per client, per month, billed annually. The price counts clients, and staff accounts are unlimited. There is a 14-day free trial, and no free plan is shown.

AgencyAnalytics suits you better than Leadodo when you have clients on retainer and owe each one a report every month.

Which product does an agency run for its clients?

HighLevel is the product an agency runs for its clients. On the pages we read, it is the only one of the seven that describes sub-accounts for an agency's clients.

HighLevel

HighLevel calls itself "The AI-powered business operating system." Its pricing FAQ says most users take it in place of their CRM, funnel builder and email marketing software, among other tools.

The Starter plan includes 3 sub-accounts. The Unlimited plan has unlimited sub-accounts and a white-label desktop app, so clients see the agency's logo when they log in. The FAQ says an agency on that plan can rebill usage costs to its clients and add a markup.

Core features on the pricing page include CRM & Pipelines, email and SMS marketing, a website and funnel builder, booking calendars and invoicing. The Unlimited card reads "For agencies managing unlimited clients".

On Nov 10, 2026 the HighLevel pricing page showed the Starter plan at $97 per month. Usage such as phone numbers, SMS and emails sent is billed on top. There is a 14-day free trial, and no free plan is shown.

HighLevel suits you better than Leadodo when your service is running a client's follow-up, funnels and reputation management, and each client needs a login under your brand.

Where does Leadodo fit, and where does it not?

Leadodo fits before all seven. It is built for one job, finding businesses with weak websites and starting the conversation. In an agency's stack that job is the start of the win stage, and the seven products above run the work that follows.

Leadodo finds the businesses to sell to. Twip AI scores every website in a search out of 100 across 10 domains, and sites that score below 40 form the shortlist. Your Outbound Machine then runs six steps over 19 working days, and a posted letter arrives on day 1. The sequence stops for a business the moment it replies. Leadodo never contacts anyone itself. You send, under your own name.

It does not fit every agency. Leadodo is software for web design and marketing agencies, and it runs outreach to the businesses with the weakest websites. If your calendar is full and delivery is the bottleneck, spend on one of the seven first. Keep them for the plan, the hours, the invoice and the report. Our guide to agency lead generation as a full system covers the work Leadodo is for, and the sales pipeline for an agency covers what follows the reply.

How do you choose software for agencies?

Start from the stage that costs you the most hours today, and buy for that stage only. Five checks help when you compare software for agencies.

1. Name the stage. Plan, deliver, track, bill or report. Buy for one stage at a time.
2. Check what the price counts. The table below sorts the seven by it.
3. Match the tool to how you bill. Hourly and retainer work needs tracked time that becomes an invoice. Our guide to agency pricing models compares the five ways to bill.
4. Run one real client through it. Four of the seven list a free plan, and the other three offer a 14-day trial.
5. List what stays manual. Every handover between two tools is work somebody does each week.

A team of 4 with 30 clients counts 4 in the first row and 30 in the second.

For the sales side, see our comparison of 8 CRMs for agencies. For a shorter stack, see the agency tools worth paying for.

Questions

What is agency management software?

Agency management software is one platform that joins project management, time tracking, resource planning, budgeting and invoicing for a company that sells client work. Productive uses the phrase for itself. Teamwork.com uses PSA, short for professional services automation.

Is there free agency software?

Yes, within limits. On Nov 10, 2026 Teamwork.com, ClickUp, Asana and Harvest each listed a free plan. Teamwork.com's covers up to 5 users and 5 projects, Asana's covers 2 users and Harvest's covers 1 seat and 2 projects.

What software does a marketing agency need?

A marketing agency needs a tool for each stage it repeats. That means a place for projects, a way to track time, a way to invoice and a client report. AgencyAnalytics names marketing agencies in its homepage headline, and Productive and Teamwork.com both name agencies on their sites.

Should an agency buy one platform or separate tools?

It depends on how many stages cost you time today. A platform such as Teamwork.com or Productive keeps the project, the hours and the invoice in one system. Separate tools let you replace one stage at a time. Harvest's pricing page names Asana among its integrations, so those two can be paired.

Does agency software find new clients?

Mostly not, on the pages we read. For six of the seven, those pages name no source of new leads. HighLevel lists a "Prospecting tool" without naming where its data comes from. Finding businesses is a separate job, and our guide to lead generation software sorts the tools built for it.

Checked on Nov 10, 2026. If a detail about your product is out of date, tell us and we will correct it.

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Next step. See how Leadodo finds businesses, scores their websites and runs the outreach that comes before any of this software. See the features.