Marketing software for agencies: the stack, by job
Updated
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.
Finding new clientsLocal businesses, research, cold email
Client billingRetainers or per outcome, your Stripe
Pair
Google AdsGoogle's own tools
SEOAn SEO suite
Projects and timesheetsA PSA tool
ARYour agencyAgency view
BSBright Smile DentalSub-accountPRPeak RoofingSub-accountHCHill Country HVACSub-accountLMLumen Med SpaSub-accountBCBarton Creek PlumbingSub-accountLSLone Star CPASub-account
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.
Job
What to look for
RoboMarketer
Content and social
Drafts per client, an approval step, a calendar
Yes
Paid ads (Meta)
Ad set drafts, budget control, spend approval
Yes
Paid ads (Google)
Campaign management for search and display
No
Client reporting
Weekly reports per client, your branding
Yes
CRM
Pipeline, contacts, calendar, conversations
Yes
Finding new clients
Local business lists, research, cold email
Yes
Client billing
Retainers, per-outcome billing, your Stripe
Yes, Agency plan
Project management and time tracking
Tasks, timesheets, budgets, resourcing
No
SEO
Keyword research, rank tracking, site audits
No
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.
MonTueWedThuFriSatSun
Meta ads
Ad sets and budget changes, drafted per client. Spend moves only after your OK.
MBBudget changePaid Media Buyer
$40 $55/day
DenyApprove
Client reporting
A weekly report per client with spend, leads and cost per lead. See Facebook ads reporting.
Report readySpend, leads, CPL
CRM
RoboMarketer CRM for every account: pipeline, contacts, booking calendar and conversations. GoHighLevel powers it; we set it up.
NewContactedBookedWon
Your brand
On the Agency plan, clients see your domain, logo and name. See white-label.
app.robomarketer.comapp.youragency.com
LogoYoursNameYours
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.
Roofers in Denver
Found38
Researched31
Drafted24
Approved24
Client billing
On the Agency plan, bill a retainer or per outcome through your own Stripe. Keep your accounting software for the books.
Stripe connectedYour account
Bright Smile$997 / moPeak Roofing$45 / lead
Pair with another tool
RoboMarketer does not manage Google Ads, automate SEO or run projects. Use a dedicated tool for each.
Google AdsGoogle's own toolsSEOSemrush or AhrefsProjectsA PSA tool
Inside the app
Three agency screens, with demo clients.
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.
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.
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.
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.
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.