Marketing automation tools streamline repetitive marketing tasks across multiple channels (e.g., email, social media, and websites). This software aims to enhance efficiency and provide valuable data insights for future marketing efforts. This article presents a curated list of some of the best marketing automation platforms for agencies, evaluating factors like ease of use, cost-effectiveness, and scalability.
Your agency has hit its growth goals, and the energy is electric. Clients are lining up, projects are flowing, and the office is buzzing with activity. It’s exactly what you dreamed of—until the cracks start to show.Â
Suddenly, fulfilling client requests and managing internal operations takes longer than ever. That trusty master spreadsheet you relied on for client tracking? It’s not cutting it anymore. Overdue deliverables, missed invoices, and inconsistent marketing results are piling up, leaving clients frustrated and questioning what went wrong.
Explore the features, pricing, and the pros and cons of 18 top marketing analytics tools for 2025. See how each platform fits into your agency’s tech stack and helps you make smarter, faster decisions.
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Oct 2, 2025
It’s a nightmare no agency wants to face. Luckily, there’s a solution: marketing automation tools. By investing in the right platforms, you’ll eliminate repetitive tasks, streamline workflows, and create scalable processes that set your agency up for sustainable growth.
I understood the value of having sound systems to communicate and track work. Infrastructure building helped us grow because there wasn't wasted time searching for something stuck in one person's email inbox. It also allowed us to become more responsive to clients, which leads to better quality work.
The result? Less billable time wasted, more business, and happier clients. Let’s explore the importance of automation tools and the top ones for agencies like yours.
What Is Marketing Automation?
Marketing automation uses software to simplify repetitive tasks, manage campaigns, and boost efficiency across multiple channels. It allows your agency to focus on strategy and creativity while letting the tools handle the heavy lifting. Digital agency tools can fill gaps in analytics, dashboards, and collaboration.
At its core, marketing automation is about building scalable systems. Whether scheduling social media posts, nurturing leads, or generating reports, these tools ensure your workflows run smoothly and your clients see measurable results.
What Are Marketing Automation Tools?
Marketing automation tools are purpose-built platforms that help agencies save time and work more effectively.Â
These tools streamline your workflows by automating tasks such as follow-up emails and social media scheduling. They also allow you to create automated workflows that enhance efficiency and ensure consistency across campaigns and help you track success through real-time analytics.Â
Additionally, marketing automation tools allow for personalized campaigns by delivering content tailored to specific client needs or audience behaviors. Finally, they make collaboration seamless by centralizing and unifying marketing analytics data and workflows, keeping your team aligned and productive.
Whether using comprehensive platforms like HubSpot or specialized tools like Mailchimp, these solutions are designed to help your agency scale without overloading your team.
Key Benefits of Marketing Automation Tools
The right marketing automation tools are game-changers for your agency. Here’s how:
Save Time: Automate repetitive tasks so your team focuses on high-level strategy for clients.
Ensure Consistency: Keep campaigns on track and meet deadlines without relying on manual processes.
Support Growth: Manage more clients and campaigns without overburdening your team.
Leverage Data: Use real-time insights to make smarter decisions and optimize strategies.
Deliver Personalization: Create tailored campaigns that boost engagement and result.
These tools also improve lead management, helping agencies prioritize and nurture leads through the funnel while reducing manual effort.
Does My Agency Need an Automation Tool?
You may be wondering: Does my agency really need automation tools? If you’re serious about growth and efficiency, the answer is yes.
Think about it: An increase in clients comes with increased deliverables. Plus, you may have more employees, overheads, or even freelancers to manage. Without proper automation tools in place, it becomes challenging to manage marketing tasks and exceed client expectations.
To break it down further, investing in the right tool:
Eliminates Repetitive Manual Tasks: Free up more time to focus on high-level, strategic work.
Leads To Sustainable Business Growth: As more projects come through the pipeline, a marketing automation solution increases your bandwidth and ensures operational efficiency.
Increases Your Agency’s Profitability: The right automation software means you won’t have to onboard additional staff or pay for extra overheads just to get the job done. It also provides a systematic way to track billable hours and your agency’s pricing.
Once we understand our processes, workflows, and staffing needs for every project and initiative, we price our services with profitability.
What To Consider When Choosing Marketing Automation Software
Before immediately signing up for automation software, it’s essential to do some groundwork. After all, you don’t want to end up with a tool that doesn’t meet your requirements. To avoid this from happening, here are some actionable steps to follow.
Think about any non-negotiable advanced features, such as lead scoring or email A/B testing.
Evaluate Usability
Consider whether your agency has the time and capacity to learn a complex tool. If not, investing in an intuitive, user-friendly platform may be a better option.
Set a Budget
Carve out a realistic budget, factoring in recurring costs and add-ons (if applicable). Explore various pricing tiers in case your agency outgrows that chosen plan.Â
Check Integrations
Explore your currently used tools and determine whether specific integrations are needed (e.g., a CRM integration or functionality with messaging apps).Â
Research Support
Research whether this tool offers adequate customer support, training, and resources (e.g., a comprehensive help center).Â
After this foundational work, narrow your options and consider a trial (if available). That way, you’ll get a feel of this marketing automation platform before taking the leap.
Easily monitor the progress of your clients’ digital marketing strategies. Invest in a platform with 24/5 customer support and over 80 integrations–try AgencyAnalytics today, free for 14 days.
18 Marketing Automation Tools Every Marketer Needs To Know
Now that we’ve covered the basics, it’s time to dig into the good stuff. We’ve compiled a comprehensive list of the top marketing automation platforms for all your agency’s and clients’ needs.
All-In-One Sales and Marketing Automation Tools
1. HubSpot
HubSpot is a standout all-in-one marketing hub with features like email marketing, CRM, and analytics tools that work seamlessly together. It’s an excellent choice for agencies that want a single, reliable platform to manage their campaigns and client relationships.
HubSpot is designed for scalability and offers pricing tiers to fit small agencies and enterprise-level operations. With its customizable workflows and AI-powered tools like a paragraph rewriter and social media caption generator, HubSpot helps agencies automate processes and engage more effectively with clients.
Known for its intuitive interface, HubSpot is easy to navigate for teams of all skill levels. Use built-in dashboards to track campaign performance, optimize ROI, and deliver actionable insights. Plus, with resources like the HubSpot Academy and 24/7 customer support, agencies can get the most out of the platform.Â
This platform comes with an extensive range of in-platform data, which gets complex (even for advanced marketers). For a more simplified approach, use a visual HubSpot dashboard for easy reference.
2. ActiveCampaign
ActiveCampaign is a powerful email marketing and automation platform that prioritizes personalization and customer engagement. With its robust automation capabilities, it’s a great choice for agencies delivering targeted, data-driven campaigns.
Designed to scale with your agency’s needs, ActiveCampaign offers flexible pricing and features that support both small teams and growing businesses. Its automation tools include AI-driven features like predictive email sends and advanced workflows, making it easy to tailor campaigns to specific client journeys.
Known for its ease of use and personalization, ActiveCampaign’s segmentation tools help agencies target the right audience. For a streamlined approach, use its detailed reporting tools to track engagement, conversions, and campaign performance.Â
Brevo, formerly known as Sendinblue, is a versatile marketing automation platform built to help agencies scale their efforts effectively. With features like email and SMS marketing, it offers an all-in-one solution for creating cohesive, multi-channel campaigns.
Designed for affordability, Brevo provides budget-friendly pricing plans without sacrificing essential features. It’s a great fit for small to mid-sized agencies managing diverse client needs. Its drag-and-drop editor makes designing emails, landing pages and forms simple—even for teams without design expertise.
Brevo’s lightweight CRM helps agencies track client interactions and streamline communication. For actionable insights, its real-time analytics make it easy to monitor campaign performance and refine strategies as needed.
For more scalable data tracking, use the Brevo integration in AgencyAnalytics. That way, you’ll have oversight of your clients’ email campaigns alongside insights from other marketing platforms. Check out the integration here.
4. SharpSpring
SharpSpring is a marketing automation tool built for agencies that need advanced lead generation and sales integration capabilities. With its ability to build and track marketing funnels, it’s a reliable option for driving client growth.
Designed for flexibility, SharpSpring supports teams with diverse portfolios through features like white labeling and multi-client management. Its drag-and-drop editor makes creating high-converting landing pages simple, while its detailed analytics provide valuable insights into campaign performance and ROI.
SharpSpring’s built-in CRM aligns sales and marketing efforts, ensuring smooth transitions between teams. For agencies focused on revenue growth strategies, this platform offers a cost-effective way to manage campaigns and nurture high-value leads.
SharpSpring is useful for any client with a revenue growth marketing strategy (e.g., retail and ecommerce). To get the most from these insights, use the SharpSpring integration in AgencyAnalytics to monitor campaigns and how they contribute to the bottom line.Â
Automated Client Reporting Software
5. AgencyAnalytics
AgencyAnalytics is designed specifically for marketing agencies. It automates client reporting by consolidating data from multiple platforms into custom dashboards and reports, saving agencies time and improving client communication.
With its intuitive interface and over 85 integrations, AgencyAnalytics streamlines workflows for busy teams. Agencies use white label features to create professional, branded reports that highlight ROI and campaign success in just a few clicks.
New features like 11-Second Smart Reports and Ask AI take reporting to the next level. Smart Reports generate detailed client reports using connected campaign integrations, featuring top-used metrics based on the reporting patterns of over 7,000 agencies–in as little as 11 seconds! With Ask AI, agencies uncover actionable insights in seconds, identifying trends, growth opportunities, and areas for optimization.
The platform also includes Marketing Performance Insights, which compare client campaign performance against benchmarks from over 150,000 campaigns. These tools help identify risks, predict outcomes, and set realistic goals to maximize marketing ROI and effectively showcase results to clients.
Mailchimp is a versatile email marketing platform that offers features such as landing page creation, an AI-driven Content Generator, and workflow automation.Â
Designed for scalability, Mailchimp supports business growth with tiered pricing, which means there won’t necessarily be a need to switch platforms later on. While this platform caters to businesses of all sizes, it doubles as a great starter CRM for smaller clients.Â
Mailchimp is also known for its user-friendly drag-and-drop editor, which helps if your marketing team doesn’t have a design expert. For a time-efficient approach, use an automated Mailchimp dashboard to monitor email marketing metrics and make informed recommendations.Â
7. Constant Contact
Constant Contact is a popular email marketing platform known for its simplicity and ease of use. This platform integrates with various CRM systems, social media platforms, and other third-party tools. That means it’s easier for agencies to create integrated campaigns and streamline workflows across multiple platforms.Â
Leverage Constant Contact's automation features to send targeted messages, segment audiences, and create re-engagement campaigns. This ensures email content is delivered at the right time, leading to better results.Â
If your agency specializes in event marketing, Constant Contact is an excellent option for managing guest lists, registration, and promotions.Â
Drip is a powerful email marketing platform built with ecommerce in mind. This tool seamlessly integrates with Shopify, Stripe, and PayPal (to name a few), making it an ideal option for your clients primarily focused on online sales.
Another plus is that Drip doesn’t require any previous coding experience. This makes it easy to create a complex automation workflow (e.g., a Shopify-oriented Drip campaign), capture valuable customer data, and drive more conversions.Â
Another top-notch email marketing tool is Klaviyo, which seamlessly integrates with ecommerce platforms like Shopify and WooCommerce. It also offers advanced A/B testing, ideal for large-scale ecommerce clients who want to experiment with different elements (e.g., subject lines, copy).Â
This marketing automation tool also offers custom solutions for the retail, wellness, and restaurant industries. Therefore, it may be a great option if your agency specializes in any of these niches.Â
With Klaviyo AI, it’s also possible to create customer journey segments and optimize signup forms, which leads to better customer engagement. The Klaviyo integration in AgencyAnalytics allows you to view these insights alongside marketing data from more than 85 platforms.Â
Impress clients and save hours with custom, automated reporting.
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Albert.ai is a marketing automation platform powered by artificial intelligence and an excellent choice for agencies managing complex, multi-channel campaigns. It excels at real-time optimization, automatically adjusting ad campaigns across social media, search, and display ads to maximize performance and ROI.
The platform is particularly beneficial for agencies developing marketing automation strategies for clients in fast-paced industries where quick adjustments and precision targeting are key.Â
Albert’s AI capabilities also simplify testing and optimizing creative elements, ensuring personalized marketing campaigns resonate with potential customers.
11. ChatGPT
ChatGPT is a popular AI tool that works alongside other marketing automation tools to create smarter, more human-like interactions across different channels. It simplifies communication workflows, automates responses, and generates personalized content for specific audiences.
It helps craft sales funnel content, improve ad copy, and support email marketing efforts. It’s a simple way for agencies to boost engagement and handle complex campaigns more effectively.
ChatGPT helps agencies and small businesses save time and scale their efforts by automating repetitive tasks and improving content creation. It’s a great option for marketers looking for a flexible, AI-powered tool to enhance their workflows.
12. Improvado
Improvado simplifies marketing automation by consolidating data from multiple marketing channels into a single platform. It’s ideal for agencies needing automated marketing reports, custom dashboards, and advanced analytics to track performance and optimize strategies.
This platform supports integration with other tools, such as Salesforce Marketing Cloud and HubSpot Marketing Hub, making it easy to maintain the same automation workflow across different systems.Â
By streamlining data collection and reporting, Improvado helps agencies focus on improving campaigns and delivering results, making it one of the best tools for marketing automation.
Ask AI To Turn Client Data Into Actionable Insights
Zoho is a marketing software that combines automated CRM features with email, social media, and push notifications. It’s a flexible option for small businesses and enterprise brands looking to simplify workflows and manage campaigns more effectively.
With tools for automation triggers, Zoho helps agencies set up workflows for lead nurturing, customer engagement, and campaign management. Its reporting features make tracking performance and refining strategies easy, while its content marketing tools simplify creating and sharing personalized campaigns.
Whether you’re managing a sales funnel or handling ecommerce marketing, Zoho offers scalable solutions to fit a variety of needs. It’s a solid choice for agencies wanting to streamline their processes and improve results.
14. Salesforce
Another powerhouse CRM tool is Salesforce, which houses extensive databases, creates marketing campaigns (e.g., social media and email), nurtures leads, and manages sales pipelines.
Salesforce does an excellent job of consolidating contact information, displaying an agency-client communication history, and storing project details in one place. Also, Salesforce has a built-in Einstein AI solution that helps create personalized copy, score the most viable leads, and more.Â
Similarly, this platform is ideal for enterprise-level agencies that manage a large volume of clients and sales pipelines. It’s also beneficial if you’re serving a highly regulated niche (e.g., financial services), as Salesforce offers industry-specific solutions. Instead of getting lost in a flurry of data, use a real-time Salesforce dashboard and streamline pipeline management.
15. Pipedrive
Pipedrive is a sales-focused CRM that integrates well with marketing automation tools. It helps agencies align their marketing systems with sales goals, making it a popular choice for small businesses looking to streamline workflows and manage online marketing automation effectively.
This platform makes setting up automation triggers for lead nurturing and campaign management easy. Its reporting features and marketing tools provide useful insights to improve strategies and track ROI.Â
Pipedrive also includes an AI-powered CRM designed to save time and boost productivity by identifying high-potential deals and recommending next steps.
With flexible options for growing teams, Pipedrive is a practical choice for agencies managing multiple clients or scaling up their operations.
Social Media Marketing Automation Tools
16. Hootsuite
When it comes to a social media automation tool, Hootsuite is one of the industry leaders. It’s got everything your agency needs to coordinate social media campaigns, schedule posts, and monitor engagement.
Hootsuite also offers the ability to see brand mentions and a social media AI writer. This platform is ideal if your agency manages a significant number of social media clients across various platforms.Â
Another bonus is that you’ll be able to get client approval in-platform. Hootsuite allows social media ad scheduling (e.g., Facebook Ads, Instagram Ads), which is ideal if clients typically request various social media services. Â
17. Buffer
Similarly, Buffer is a social media management tool that supports scheduling, analytics, and engagement across various platforms. In addition, this tool has a mobile app and a handy AI assistant for content creation.
Buffer was made with small businesses in mind, offering a generous range of features for a free account (like scheduling ten social media posts for up to three channels).Â
Therefore, this may be a good choice for growing agencies with a handful of social clients (before eventually paying for premium features).Â
18. SocialPilot
SocialPilot is a social media automation tool that helps agencies and small businesses easily manage social campaigns. It’s an all-in-one platform for scheduling, publishing, and analyzing content across multiple channels, making it a great fit for agencies with a variety of clients.
The platform simplifies workflows and makes social media content creation more efficient. Its scheduling tools ensure consistent posting, and the built-in analytics help refine strategies to improve performance.
Affordable and easy to use, SocialPilot integrates with major social platforms and offers customization options to fit each client's unique needs.
Use Marketing Agency Automation Tools To Unlock Operational Effectiveness
As we’ve covered, automated marketing platforms aren’t just nice to have–they’re necessary for all growth-oriented agencies. From streamlining email marketing campaigns to creating in-platform ads, it’s a way to free up your precious billable time and optimize marketing processes.
To choose the best marketing automation software, consider your agency’s needs. Then, look for a tool with the desired features and the capacity to grow with your agency.Â
Whether you decide on one marketing automation platform (or a few), monitoring results across all these tools is important. No need for excessive manual work—simply use AgencyAnalytics’ reporting capabilities to consolidate that data in one place.
Streamline marketing automation efforts and invest in a sustainable reporting solution. See why AgencyAnalytics is trusted by 7,000 agencies and counting—try it free for 14 days.
FAQs About Marketing Automation Tools
Still have questions about how to effectively use marketing automation tools at your agency? Don't worry, we've got you covered!
Marketing automation tools streamline repetitive marketing tasks like email campaigns, social media posting, and lead nurturing. They help agencies save time, improve efficiency, and optimize client campaigns using data-driven insights.
Compare tools based on features, integrations, ease of use, pricing, and scalability. Look for AI-driven insights, multi-channel automation, and customizable workflows. AgencyAnalytics integrates with key marketing tools, offering centralized reporting for data-driven decisions.
AI-powered marketing automation tools enhance personalization, predictive analytics, and workflow automation. Some of the most popular AI-driven tools include AgencyAnalytics AI Reporting Tools for AI-driven insights to streamline client reporting, HubSpot for AI-driven email personalization and workflow automation, ActiveCampaign for predictive lead scoring and behavior-based automation, Drift for AI-powered chatbots that improve customer engagement, Seventh Sense for AI-optimized email send times that boost engagement, and Persado for AI-generated marketing messaging that enhances conversions.
Marketing automation tools save time, reduce errors, and improve campaign performance. They allow agencies to focus on strategy instead of manual tasks, delivering personalized experiences at scale while improving ROI.
Start by defining goals, segmenting audiences, and automating repetitive tasks like email sequences and social scheduling. Use analytics to track performance and optimize workflows. With AgencyAnalytics, agencies automate reporting and track marketing data in real time.
Agencies automate client campaigns by integrating email, social media, lead nurturing, and CRM data into a unified platform. Automating workflows enhances efficiency, scales operations, and ensures data-driven decision-making.
Written by
Faryal Khan
Faryal Khan is a multidisciplinary creative with 10+ years of experience in marketing and communications. Drawing on her background in statistics and psychology, she fuses storytelling with data to craft narratives that both inform and inspire.
