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Top Account Management Software for Digital Marketing Agencies 2026 - Data-Driven Reviews & Rankings

Albert Richer
Curated by :
Albert Richer
Updated Jan 23, 2026

This is one section of a bigger category — explore Business & Account Management Software fully here.

Account Management Software for Digital Marketing Agencies
Albert Richer

Choosing the Right Account Management Software for Digital Marketing Agencies: Insights and Trends When it comes to picking the best account management software for digital marketing agencies, research shows that not all solutions are created equal. Customer reviews indicate that features like project tracking and client communication tools are often prioritized by users—after all, who doesn’t want to keep clients happy? For instance, agencies frequently mention that HubSpot’s user-friendly interface and robust reporting capabilities receive high praise, while many users report that Zoho’s customizable workflows help streamline their processes. Market analysis suggests that budget is also a key factor, with many agencies finding value in mid-range options like Monday.com, which often strikes a balance between functionality and cost-effectiveness. Interestingly, industry reports show that while some tools tout advanced AI features, many consumers prioritize straightforward usability over complex tech; after all, not every agency needs a software solution that feels like launching a rocket ship. And here's a fun fact: Salesforce, a longstanding player in the CRM space, has been around since 1999 and has evolved to cater to the unique needs of digital marketing agencies. Choosing the Right Account Management Software for Digital Marketing Agencies: Insights and Trends When it comes to picking the best account management software for digital marketing agencies, research shows that not all solutions are created equal.

Similar Categories
1
Expert Score
9.8 / 10
460
35
TAILORED FOR AGENCIES
SCALABLE FOR GROWTH
1
Glide Custom CRM Software
9.8

Glide Custom CRM Software

Glide Custom CRM Software
View Website
Glide CRM is a custom SaaS solution, specifically designed for the unique needs of digital marketing agencies. It allows the creation of tailor-made apps in a matter of weeks, ensuring marketing agencies get the tools they need, exactly when they need them.
Glide CRM is a custom SaaS solution, specifically designed for the unique needs of digital marketing agencies. It allows the creation of tailor-made apps in a matter of weeks, ensuring marketing agencies get the tools they need, exactly when they need them.
TAILORED FOR AGENCIES
SCALABLE FOR GROWTH

Best for teams that are

  • Agencies wanting to build custom internal tools without coding
  • Teams comfortable using Google Sheets or Excel as a database
  • Operations managers needing quick, custom workflow apps

Skip if

  • Agencies needing a native mobile app published on app stores
  • Users requiring complex, high-performance native app features
  • Teams wanting a pre-built, ready-to-use CRM out of the box

Expert Take

Our analysis shows Glide bridges the gap between simple spreadsheets and enterprise software by offering 'Big Tables' that scale to 10 million rows. Research indicates it is one of the few no-code platforms with SOC 2 Type 2 certification, ensuring enterprise-grade security. Based on documented features, the ability to create mobile-first CRMs that automatically sync with Google Sheets or Excel makes it uniquely accessible for non-technical teams.

Pros

  • SOC 2 Type 2 security certified
  • Scales to 10 million rows
  • Mobile-responsive by default
  • 30 users included in Business plan
  • AI-powered document scanning

Cons

  • SQL data sources Enterprise only
  • Client-side performance lags
  • 25k row limit standard tables
  • Complex logic limitations
2
Expert Score
9.7 / 10
424
135
STREAMLINED PROJECT MANAGEMENT
2
Productive.io
9.7

Productive.io

Productive.io
View Website
Productive.io is a comprehensive SaaS solution designed to address the unique needs of digital marketing agencies. It consolidates resources, projects, and finances into a single platform, facilitating streamlined operations and enhanced visibility, which are crucial for managing client accounts effectively.
Productive.io is a comprehensive SaaS solution designed to address the unique needs of digital marketing agencies. It consolidates resources, projects, and finances into a single platform, facilitating streamlined operations and enhanced visibility, which are crucial for managing client accounts effectively.
STREAMLINED PROJECT MANAGEMENT

Best for teams that are

  • Digital agencies needing all-in-one project and financial management
  • Consultancies focused on tracking billable hours and profitability
  • Growing teams wanting an affordable alternative to enterprise ERPs

Skip if

  • Teams needing deep, complex task dependencies or advanced Gantt features
  • Agencies looking for a dedicated, standalone CRM with advanced sales tools
  • Users requiring 24/7 support outside of business hours

Expert Take

Our analysis shows Productive.io stands out by unifying project execution with financial data, offering real-time profitability insights often missing in standalone PM tools. Research indicates strong trust signals, including SOC 2 Type II compliance, making it a secure choice for agencies handling sensitive client data. Based on documented features, its ability to forecast revenue and manage resources granularly distinguishes it from generic project management software.

Pros

  • All-in-one agency management platform
  • SOC 2 Type II compliant security
  • Real-time financial and profitability forecasting
  • Responsive customer support rated highly
  • Transparent pricing with free trial

Cons

  • Minimum 3-seat requirement excludes solopreneurs
  • Steep learning curve for new users
  • Reporting customization can be limited
  • No free tier for small teams
3
Expert Score
9.6 / 10
406
115
CLIENT MANAGEMENT EXCELLENCE
3
Cloud Campaign SMM Software
9.6

Cloud Campaign SMM Software

Cloud Campaign SMM Software
View Website
Cloud Campaign is a robust social media management software specifically designed for digital marketing agencies. It streamlines content creation, scheduling, and account management, enabling agencies to manage multiple clients' social media accounts efficiently and effectively.
Cloud Campaign is a robust social media management software specifically designed for digital marketing agencies. It streamlines content creation, scheduling, and account management, enabling agencies to manage multiple clients' social media accounts efficiently and effectively.
CLIENT MANAGEMENT EXCELLENCE

Best for teams that are

  • Social media agencies managing multiple client accounts
  • Agencies wanting a white-labeled portal for client approvals
  • Teams needing to automate content scheduling across many platforms

Skip if

  • Freelancers or small teams unable to afford the agency plans
  • Users who strictly require a native mobile app for management
  • Agencies needing advanced Instagram Stories publishing features

Expert Take

Our analysis shows Cloud Campaign is purpose-built for agencies, specifically solving the pain point of client approvals with its dedicated portal. Research indicates that while it lacks a mobile app, its white-labeling capabilities—allowing agencies to fully brand the dashboard and reports—are superior to many competitors in this price range. Based on documented features, the ability to manage unlimited clients and users on the Studio plan makes it highly scalable for growing firms.

Pros

  • Comprehensive white-labeling (dashboard, domain, reports)
  • Seamless client approval portal workflow
  • Unlimited users and accounts on Studio plan
  • Built-in AI caption generation tools
  • Responsive US-based customer support

Cons

  • No fully functional mobile app available
  • Steep pricing jump from $49 to $229
  • Occasional platform synchronization bugs reported
  • Limited Instagram Stories publishing features
  • Reporting customization options are limited
4
Expert Score
9.4 / 10
661
34
CUSTOMIZABLE SOLUTIONS
4
Avaza for Marketing Agencies
9.4

Avaza for Marketing Agencies

Avaza for Marketing Agencies
View Website
Avaza is a comprehensive business management solution designed specifically for creative and digital marketing agencies. Its features like time tracking, project management, invoicing, and reporting cater directly to the needs of marketers, advertisers, and agencies, facilitating streamlined workflows and improved productivity.
Avaza is a comprehensive business management solution designed specifically for creative and digital marketing agencies. Its features like time tracking, project management, invoicing, and reporting cater directly to the needs of marketers, advertisers, and agencies, facilitating streamlined workflows and improved productivity.
CUSTOMIZABLE SOLUTIONS

Best for teams that are

  • Small to mid-sized agencies needing unified projects and billing
  • Teams that bill clients by the hour and need integrated timesheets
  • Cost-conscious agencies wanting a free or affordable start

Skip if

  • Large enterprises with complex resource scheduling needs
  • Teams requiring offline access or advanced automation
  • Agencies needing strict labor compliance features like overtime tracking

Expert Take

Avaza stands out for its industry-specific features tailored for digital marketing agencies. It helps manage projects effectively, track team's time, and send invoices all from a single platform. Its seamless integrations with popular tools like Slack, Google Calendar, QuickBooks, etc., make it a robust, all-in-one solution for creative agencies. The 24/7 support and customizable reporting are added bonuses that professionals in this industry greatly appreciate.

Pros

  • Agency-specific features
  • Easy integration with popular tools
  • 24/7 support
  • Comprehensive project management
  • Effective time tracking

Cons

  • Limited customization options
  • May require training for optimal use
  • Additional cost for premium support
5
Expert Score
9.3 / 10
578
88
AGENCY EFFICIENCY BOOST
5
DAXRM Client Management Tool
9.3

DAXRM Client Management Tool

DAXRM Client Management Tool
View Website
DAXRM is a comprehensive CRM expressly tailored to digital and SEO agencies' needs. Its efficiency is seen in its ability to streamline client relationships, automate workflows, and centralize campaign management— all vital components for smooth agency operations.
DAXRM is a comprehensive CRM expressly tailored to digital and SEO agencies' needs. Its efficiency is seen in its ability to streamline client relationships, automate workflows, and centralize campaign management— all vital components for smooth agency operations.
AGENCY EFFICIENCY BOOST

Best for teams that are

  • SEO and digital marketing agencies needing integrated rank tracking
  • Agencies wanting a cost-effective, all-in-one CRM and reporting tool
  • Teams managing multiple PPC and social campaigns in one dashboard

Skip if

  • Large enterprises requiring complex ERP or HR integrations
  • Agencies needing advanced, standalone project management features
  • Users looking for extensive social media listening tools

Expert Take

Our analysis shows DAXRM effectively bridges the gap between agency management and technical SEO reporting. Research indicates it is particularly valuable for smaller agencies due to its 'all-in-one' architecture that combines CRM, project tracking, and rank monitoring. Based on documented features, the deep integration with Looker Studio allows for enterprise-grade reporting at a fraction of the cost of competitors.

Pros

  • Free plan available for up to 3 clients
  • All-in-one CRM, project management, and SEO tool
  • Seamless Google Looker Studio integration
  • White-label reporting for professional branding
  • Real-time keyword rank tracking included

Cons

  • Lacks native backlink monitoring features
  • Native reporting less flexible than Looker Studio
  • Free plan limited to 3 client accounts
  • Fewer integrations than enterprise competitors
  • No site audit functionality on basic tiers
6
Expert Score
9.2 / 10
592
56
INTEGRATED SOLUTIONS
ENHANCED COLLABORATION
6
Kapta Key Account Management
9.2

Kapta Key Account Management

Kapta Key Account Management
View Website
Kapta Key Account Management is a tailor-made SaaS tool for marketing agencies, focusing on exceptional client service. It offers tools to handle key accounts, monitoring client satisfaction, and effectiveness of campaigns, addressing the industry's need for a comprehensive client management system.
Kapta Key Account Management is a tailor-made SaaS tool for marketing agencies, focusing on exceptional client service. It offers tools to handle key accounts, monitoring client satisfaction, and effectiveness of campaigns, addressing the industry's need for a comprehensive client management system.
INTEGRATED SOLUTIONS
ENHANCED COLLABORATION

Best for teams that are

  • B2B agencies with dedicated key account management teams
  • Firms focusing on retaining and growing high-value client accounts
  • Account managers needing tools for Quarterly Business Reviews (QBRs)

Skip if

  • Small businesses or freelancers with low-value client volume
  • Agencies looking for a general sales CRM or lead generation tool
  • Teams with a limited budget (pricing starts at $1,000/month)

Expert Take

Our analysis shows Kapta effectively bridges the gap between sales and customer success by operationalizing the 'post-sales' relationship. Unlike generic CRMs, it forces a strategic discipline with built-in tools for Voice of Customer (VOC) tracking, SWOT analysis, and dynamic Org Charts. Research indicates this specialized focus helps account managers move beyond simple pipeline tracking to true relationship mapping and retention strategy.

Pros

  • Purpose-built for Key Account Management
  • Bi-directional Salesforce & HubSpot sync
  • Built-in SWOT & Org Chart tools
  • Phenomenal customer support reviews
  • SOC 2 & GDPR compliant

Cons

  • High starting price ($1,000/mo)
  • Reporting customization could be improved
  • Mobile app adoption appears low
  • Not suitable for general sales
7
Expert Score
9.0 / 10
645
45
7
Salesforce Marketing Cloud
9.0

Salesforce Marketing Cloud

Salesforce Marketing Cloud
View Website
Salesforce Marketing Cloud is an account management software specially designed to meet the unique needs of digital marketing agencies. It provides comprehensive digital engagement and service solutions, allowing businesses to manage their Salesforce subscriptions and contracts seamlessly and efficiently.
Salesforce Marketing Cloud is an account management software specially designed to meet the unique needs of digital marketing agencies. It provides comprehensive digital engagement and service solutions, allowing businesses to manage their Salesforce subscriptions and contracts seamlessly and efficiently.

Best for teams that are

  • Large enterprise agencies managing complex, multi-channel campaigns
  • Teams with dedicated technical staff and large budgets
  • Agencies needing advanced automation and customer journey mapping

Skip if

  • Small businesses or startups with limited marketing budgets
  • Teams without technical expertise or certified specialists
  • Agencies looking for a simple, plug-and-play email marketing tool

Expert Take

Our analysis shows Salesforce Marketing Cloud remains the definitive choice for enterprise-scale organizations deeply invested in the Salesforce ecosystem. Research indicates its 'Journey Builder' and new 'Data Cloud' integrations offer unmatched depth for orchestrating complex, cross-channel customer experiences. While it demands technical expertise (SQL/AMPscript), documented evidence confirms its ability to handle massive data volumes and rigorous compliance requirements (HIPAA, SOC2) better than most competitors.

Pros

  • Leader in Gartner Magic Quadrant
  • Advanced AI with Einstein features
  • Enterprise-grade scalability
  • Deep Salesforce CRM integration
  • ISO 27001 & HIPAA compliant

Cons

  • Steep technical learning curve
  • Requires SQL for deep segmentation
  • Expensive modular pricing model
  • UI can be non-intuitive
  • Rigid connector sync settings
8
Expert Score
9.0 / 10
657
72
ROBUST FINANCIAL MANAGEMENT
8
NetSuite ERP for Marketing Agencies
9.0

NetSuite ERP for Marketing Agencies

NetSuite ERP for Marketing Agencies
View Website
NetSuite ERP is an all-in-one account management software tailored for digital marketing agencies. It provides effective tracking of every job, resource, and revenue stream from pitch to payment, enabling agencies to streamline their operations and boost efficiency.
NetSuite ERP is an all-in-one account management software tailored for digital marketing agencies. It provides effective tracking of every job, resource, and revenue stream from pitch to payment, enabling agencies to streamline their operations and boost efficiency.
ROBUST FINANCIAL MANAGEMENT

Best for teams that are

  • Mid-sized to enterprise agencies needing complex financial management
  • Agencies requiring robust global operations and supply chain features
  • Firms wanting an all-in-one ERP for accounting, CRM, and HR

Skip if

  • Small agencies or startups with fewer than 20 employees
  • Teams needing a quick, simple setup without technical expertise
  • Businesses with limited budgets unable to afford high implementation costs

Expert Take

Our analysis shows NetSuite is unique in offering a true 'pitch-to-invoice' lifecycle that integrates media buying directly with financials, solving the notorious agency pain point of reconciling vendor invoices. Research indicates it replaces disparate systems for traffic management and billing with a single unified SRP platform. Based on documented features, its ability to automate complex revenue recognition for retainers and media spend makes it a powerhouse for scaling agencies.

Pros

  • Unified pitch-to-invoice agency workflow
  • Automated media bill reconciliation
  • Advanced resource and traffic management
  • Scalable cloud-based SRP architecture
  • Global multi-currency and tax support

Cons

  • High implementation costs ($25k-$150k+)
  • Steep learning curve for new users
  • Opaque modular pricing structure
  • Requires customization for specific needs
  • Premium support costs extra
9
Expert Score
8.7 / 10
546
115
USER-FRIENDLY INTERFACE
9
FreshBooks for Marketing Agencies
8.7

FreshBooks for Marketing Agencies

FreshBooks for Marketing Agencies
View Website
FreshBooks provides a comprehensive accounting solution specifically tailored for marketing & advertising agencies. It facilitates efficient time tracking, expense management, and ensures timely payments, addressing the unique financial intricacies of the industry.
FreshBooks provides a comprehensive accounting solution specifically tailored for marketing & advertising agencies. It facilitates efficient time tracking, expense management, and ensures timely payments, addressing the unique financial intricacies of the industry.
USER-FRIENDLY INTERFACE

Best for teams that are

  • Freelancers and solopreneurs needing simple invoicing
  • Micro-agencies (2-5 employees) focused on time tracking and billing
  • Non-accountants wanting user-friendly financial software

Skip if

  • Mid-sized to large agencies with complex accounting needs
  • Fast-growing firms needing to add many users cheaply
  • Businesses requiring advanced inventory or payroll features

Expert Take

Our analysis shows FreshBooks is uniquely optimized for marketing agencies through its specialized 'Retainers' feature, which automates the complex workflow of tracking hours against prepaid fees. Research indicates it simplifies financial management for creatives who prefer a sleek, intuitive interface over complex accounting jargon. Based on documented features, it excels at project-based billing and time tracking, making it a superior choice for service-based firms compared to generic accounting tools.

Pros

  • Dedicated Retainers feature for agency billing
  • Built-in time tracking on all plans
  • Ridiculously easy-to-use interface for non-accountants
  • Award-winning customer support (4.8/5 rating)
  • Project profitability tracking on Premium plans

Cons

  • Additional users cost $11/month each
  • Lite plan limited to 5 billable clients
  • Lacks robust inventory management features
  • Audit log history is limited by date
  • Advanced payments cost extra ($20/mo)
10
Expert Score
8.6 / 10
596
121
COST MANAGEMENT PRO
REAL-TIME INSIGHTS
10
Sage US Marketing & Advertising Agency Accounting Software
8.6

Sage US Marketing & Advertising Agency Accounting Software

Sage US Marketing & Advertising Agency Accounting Software
View Website
This SaaS solution is specifically tailored for the accounting needs of marketing and advertising agencies. It provides a streamlined platform to track campaign and project costs, ensuring accurate billing for customers. Its industry-specific features cater to the unique financial complexities of digital marketing agencies.
This SaaS solution is specifically tailored for the accounting needs of marketing and advertising agencies. It provides a streamlined platform to track campaign and project costs, ensuring accurate billing for customers. Its industry-specific features cater to the unique financial complexities of digital marketing agencies.
COST MANAGEMENT PRO
REAL-TIME INSIGHTS

Best for teams that are

  • Mid-sized to large agencies needing advanced project accounting
  • Firms managing multiple entities or global consolidations
  • CFOs requiring deep financial visibility and compliance tools

Skip if

  • Small agencies or freelancers with simple bookkeeping needs
  • Businesses with a limited budget for software implementation
  • Teams wanting a simple, out-of-the-box tool without a consultant

Expert Take

Our analysis shows Sage Intacct is the only AICPA-preferred financial solution, distinguishing it through its unique dimensional general ledger that allows agencies to tag transactions by project, campaign, or employee without bloating the chart of accounts. Research indicates it excels in automating complex revenue recognition (ASC 606) and multi-entity consolidations, making it ideal for scaling agencies that have outgrown basic tools like QuickBooks.

Pros

  • AICPA preferred financial management solution
  • Robust dimensional reporting for granular analysis
  • Automated ASC 606 revenue recognition
  • Deep Salesforce and HubSpot integrations
  • Scalable multi-entity and global consolidations

Cons

  • Steep learning curve for non-accountants
  • High implementation costs ($10k-$35k+)
  • Dated user interface in some modules
  • Opaque quote-based pricing model
  • Mobile app has functional limitations

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Glide Custom CRM Software
Yes No Contact for trial Yes Yes Yes Not specified Google Workspace, Slack, Trello No Custom pricing
2 Productive.io
Yes No Yes - 14 days Yes Yes Yes Not specified Slack, QuickBooks, Xero Yes $12.50/user/month
3 Cloud Campaign SMM Software
Yes No Yes - 14 days Yes Yes Yes Not specified Slack, Google Workspace, Canva No $49/month
4 Avaza for Marketing Agencies
Yes Yes Yes - 30 days Yes Yes Yes Not specified Slack, Google Calendar, QuickBooks Yes $9.95/month
5 DAXRM Client Management Tool
Web-only No Contact for trial No Enterprise API only Yes Not specified Custom integrations only No Custom pricing
6 Kapta Key Account Management
Web-only No No No Enterprise API only Email/Ticket only Not specified Custom integrations only No Contact for pricing
7 Salesforce Marketing Cloud
Yes No Contact for trial Yes Yes Yes Both Google Workspace, Microsoft 365, Slack Yes Contact for pricing
8 NetSuite ERP for Marketing Agencies
Yes No Contact for trial No Yes Yes SOC 2 Salesforce, Microsoft 365, Google Workspace Yes Contact for pricing
9 FreshBooks for Marketing Agencies
Yes No Yes - 30 days Yes Yes Yes Not specified Stripe, PayPal, Gusto No $15/month
10 Sage US Marketing & Advertising Agency Accounting Software
Yes No Contact for trial Yes Yes Email/Ticket only ISO 27001 Salesforce, Microsoft 365, Google Workspace Enterprise plans only Contact for pricing
1

Glide Custom CRM Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Workspace, Slack, Trello
Supports SSO
No
Starting Price
Custom pricing
2

Productive.io

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, QuickBooks, Xero
Supports SSO
Yes
Starting Price
$12.50/user/month
3

Cloud Campaign SMM Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, Google Workspace, Canva
Supports SSO
No
Starting Price
$49/month
4

Avaza for Marketing Agencies

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, Google Calendar, QuickBooks
Supports SSO
Yes
Starting Price
$9.95/month
5

DAXRM Client Management Tool

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Custom pricing
6

Kapta Key Account Management

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
No
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Contact for pricing
7

Salesforce Marketing Cloud

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Both
Popular Integrations
Google Workspace, Microsoft 365, Slack
Supports SSO
Yes
Starting Price
Contact for pricing
8

NetSuite ERP for Marketing Agencies

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, Microsoft 365, Google Workspace
Supports SSO
Yes
Starting Price
Contact for pricing
9

FreshBooks for Marketing Agencies

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Stripe, PayPal, Gusto
Supports SSO
No
Starting Price
$15/month
10

Sage US Marketing & Advertising Agency Accounting Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Salesforce, Microsoft 365, Google Workspace
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing

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How We Rank Products

How We Evaluate Products

Our Evaluation Process

The selection and ranking of account management software for digital marketing agencies are based on a comprehensive evaluation of key factors including specifications, core features, customer reviews, and overall ratings. Important considerations for this category include project management capabilities, client communication tools, integration with marketing platforms, and pricing structures, which directly influence the software's value for marketing agencies. The research methodology focuses on comparative analysis of product specifications, aggregating customer feedback, and reviewing ratings across multiple platforms to ensure a thorough understanding of each software's strengths and weaknesses, ultimately determining rankings based on value and functionality within the context of digital marketing needs.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of industry standards for account management software.
  • Rankings based on analysis of user feedback, expert reviews, and feature comparisons tailored for digital marketing agencies.
  • Selection criteria focus on key functionalities, integration capabilities, and user experience specific to digital marketing needs.

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Score Breakdown

0.0 / 10

What This Award Means