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Marketing software for agencies: the stack, by job

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Marketing software for agencies covers about nine jobs: content, Meta ads, Google Ads, reporting, CRM, finding clients, billing, project management and SEO. RoboMarketer is marketing agency software that covers six of them in one app, on the Agency plan at $297 a month. For the other three, this guide names tools to pair with it.

Marketing agency software is the set of tools an agency uses to deliver client work, report on it, win new clients and get paid. Most agencies need tools for content, paid ads, reporting, a CRM, prospecting, billing and project management.

RoboMarketer is one of those tools, and we wrote this page, so take that into account. We name other tools for the jobs it doesn't do.

What marketing software does an agency need?

Nine jobs, what good marketing software does for each, and whether RoboMarketer does it.

JobWhat to look forRoboMarketer
Content and socialDrafts per client, an approval step, a calendarYes
Paid ads (Meta)Ad set drafts, budget control, spend approvalYes
Paid ads (Google)Campaign management for search and displayNo
Client reportingWeekly reports per client, your brandingYes
CRMPipeline, contacts, calendar, conversationsYes
Finding new clientsLocal business lists, research, cold emailYes
Client billingRetainers, per-outcome billing, your StripeYes, Agency plan
Project management and time trackingTasks, timesheets, budgets, resourcingNo
SEOKeyword research, rank tracking, site auditsNo

Which jobs does RoboMarketer cover?

One app, one workspace per client, and the same rule everywhere: anything that posts, sends or spends waits for a person to approve it.

Content and social

AI employees draft posts, captions, images and emails for each client. Pre-built schedules run your recurring marketing automation workflows, so weekly work drafts itself. Every draft waits in Tasks: approve, redo with feedback, or deny.

Meta ads

Ad sets and budget changes, drafted per client. Spend moves only after your OK.

Client reporting

A weekly report per client with spend, leads and cost per lead. See Facebook ads reporting.

CRM

RoboMarketer CRM for every account: pipeline, contacts, booking calendar and conversations. GoHighLevel powers it; we set it up.

Your brand

On the Agency plan, clients see your domain, logo and name. See white-label.

Finding new clients

Pick a city and a niche. It finds local businesses from Google Maps data, reads their websites and drafts a personal cold email to each. Sends through Gmail, or Instantly for large lists, after a person approves.

Client billing

On the Agency plan, bill a retainer or per outcome through your own Stripe. Keep your accounting software for the books.

Pair with another tool

RoboMarketer does not manage Google Ads, automate SEO or run projects. Use a dedicated tool for each.

Inside the app

Three agency screens, with demo clients.

RoboMarketer sub-accounts table: six clients such as Bright Smile Dental and Peak Roofing, each with a contact, last 7 days of Meta ads leads and cost per lead, a client billing offer and an Open button
Sub-accounts. Every client is a workspace with its own team, brand brain and connected accounts. On the Agency plan you can add as many as you need, so price doesn't scale per client.
RoboMarketer Tasks: an Instagram post, 3 Facebook ad sets, a reactivation email, a budget change from 40 to 55 dollars a day and a weekly report, each with Deny, Review and Approve
Tasks. Posts, ad sets, emails, budget changes and reports wait here. Approve, redo with feedback, or deny. This list is for approvals, not project management.
RoboMarketer Client billing: six sub-accounts on monthly subscriptions or pay per outcome at 65 dollars a lead, with paid and pending bills and Charge, Refund and View offer actions
Client billing. Each client gets an offer: a monthly subscription or pay per outcome. Charges run through your own Stripe on your domain (Agency plan).

Which tools do you still need alongside RoboMarketer?

RoboMarketer does not manage Google Ads, does not automate SEO, and is not a project management tool. Its free AI website audits are lead magnets for your own site, not an SEO service.

For those jobs, and for wider reporting, these are the tools agencies name most. Each description comes from the vendor's own site. We left out prices because they change often.

Google's own toolsGoogle Ads
RoboMarketer handles Meta ads only. See Facebook ads automation for what it does there.
Teamwork.comProject management, time tracking
Calls itself an "agentic PSA" for winning, planning and delivering projects, with time tracking. Names agencies among the teams it serves.
ProductiveProjects, resourcing, finances
"Run Resources, Projects, Finances" in one platform, "purpose-built for agencies, consultancies, and other professional services businesses."
AgencyAnalyticsClient reporting
"Client intelligence for marketing agencies." White-labeled reporting with your logo, colors and domain, and 90+ connected platforms.
DashThisClient reporting
A reporting and dashboard platform with white-labeled dashboards and 30+ data sources.
SendibleSocial media scheduling
Bulk scheduling, client dashboards and in-app approvals. White label is an add-on on its Elite and Enterprise plans.
Semrush and AhrefsSEO
Keyword research, backlinks, rank tracking and technical site audits.

Checked 29 Oct 2026.

Some of these overlap with RoboMarketer. The difference is approach: those tools report on or schedule work your team creates. RoboMarketer's AI employees draft the work, you approve it, and reports, prospecting and billing sit in the same app.

What does a typical agency software stack look like?

What you need depends on what you sell. Starting points, not rules.

Social media agency
RoboMarketer for drafting, approvals, weekly reports, finding clients and billing. Add a project tool once staff need timesheets.
Meta ads agency
RoboMarketer for Meta ad drafts, spend approval, cost-per-lead reporting and prospecting. Google Ads, if clients want them, run in Google's own tools.
Full service with SEO
Semrush or Ahrefs for SEO, a PSA for delivery, and RoboMarketer for content, Meta ads, prospecting and billing under your brand.

How do you choose marketing agency software?

Start with the jobs you actually sell, then pick the fewest tools that cover them. RoboMarketer connects to Facebook and Instagram, TikTok, YouTube, Gmail, Instantly, your Stripe and your own AI model key.

  • A human signs off on anything that posts, sends or spends.
  • Clients see your domain, not the vendor's.
  • Unlimited sub-accounts, so price doesn't scale per client.
  • You know whether AI usage is bundled or billed to your own key. In RoboMarketer it runs on your key, such as OpenAI.
  • Per-outcome pricing works, if you sell on results.
  • The channels you use are live today, not on a roadmap.

RoboMarketer plans

Agency includes white-label branding, unlimited sub-accounts and pay-per-outcome billing.

Business

$97 /month

One business or freelancer. Unlimited users, unlimited pre-built schedules, AI creative generator.

Agency Most popular

$297 /month

Unlimited sub-accounts, white-label on your own domain, pay-per-outcome billing.

Compare both plans

Questions

What software does a marketing agency need?

Most agencies need tools for content, paid ads, client reporting, a CRM, finding new clients, billing and project management. Agencies that sell SEO also need an SEO suite.

Is there all-in-one marketing agency software?

RoboMarketer covers content, Meta ads, reporting, a CRM, finding clients and billing, under your brand. It does not cover Google Ads, SEO or project management, so most agencies pair it with tools for those.

What AI tools are useful for agencies?

The useful ones draft work for each client and wait for your approval, write the weekly reports, and help you sell. In RoboMarketer, AI usage runs on your own model key and your provider bills you for it.

How much does it cost?

Agency is $297 a month or $1,782 a year with unlimited sub-accounts. Business is $97 a month or $582 a year for one business or freelancer.

Does RoboMarketer replace my project management tool?

No. Its Tasks list is for approving AI drafts. Use a project management or PSA tool for timesheets, budgets and resourcing.

One tool per job. Fewer jobs split across tools.

See pricing Content, Meta ads, reports, prospecting and billing under your brand.