What tools do marketing agencies use?

Marketing agencies use tools across five core functions: client proposals (to win new business), project management (to deliver client work on time), invoicing (to get paid), CRM (to track relationships and pipeline), and reporting (to prove ROI to clients). Most agencies cobble together 4-6 separate apps — a proposal tool, a project tracker, an invoicing platform, a CRM, and a reporting dashboard. BizStackHub gives agencies all five in a single platform, eliminating the subscription stack and the context-switching tax.

What is the best all-in-one tool for marketing agencies?

BizStackHub is the best all-in-one tool for marketing agencies that need proposals, invoicing, project management, and CRM in a single platform. Unlike GoHighLevel ($97/month, built for running client campaigns) or HubSpot (CRM-first, expensive for full functionality), BizStackHub focuses on the operational side of running an agency — winning clients, delivering projects, and getting paid — without switching between apps. It is free to start with no per-user pricing.

How does BizStackHub help marketing agencies?

BizStackHub helps marketing agencies by consolidating four core workflows into one platform: (1) Proposals — create and send polished client proposals with an AI generator; (2) Project Management — track client deliverables, milestones, and team tasks; (3) Invoicing — generate professional invoices with auto-numbering and send them in seconds; (4) CRM — manage leads, clients, and follow-up sequences without a separate CRM subscription. Agencies use BizStackHub to reduce software costs and spend less time switching between apps.

What does BizStackHub replace for a marketing agency?

BizStackHub replaces up to six separate subscriptions for a marketing agency: a proposal tool (Proposify $49/month, PandaDoc $19/month), a project management app (Asana $10.99/user/month, Monday.com $9/user/month), an invoicing platform (FreshBooks $17/month, QuickBooks $35/month), a CRM (HubSpot Starter $20/month, Pipedrive $14/month), a client portal, and a business intelligence dashboard. A 5-person agency replacing all six saves $150-400 per month compared to maintaining a full software stack.

For Marketing Agencies · Updated 2026

Business Tools for Marketing Agencies

Marketing agencies need tools for client proposals, project management, invoicing, and reporting. BizStackHub gives agencies everything in one place: create proposals, win clients, send invoices, track projects, and manage client relationships — without switching between 6 apps. Most agencies pay $150–400/month across separate subscriptions for Proposify (proposals), Asana (projects), FreshBooks (invoicing), and HubSpot (CRM). BizStackHub replaces all four with a single free-to-start platform built specifically for service businesses and agencies.

The tools every marketing agency actually needs — proposals, project tracking, invoicing, CRM, and reporting — without the six-app subscription stack.

✓Proposals✓Project Management✓Invoicing✓CRM✓Reporting

Start Free — No Credit Card View Agency Stack →

Jump to:📋 Client Proposals 📊 Project Management 💳 Invoicing 🤝 CRM & Client Relationships 📈 Reporting & Intelligence 📊 Compare ❓ FAQ

📋

Client Proposals

Win more clients with polished, professional proposals. BizStackHub's AI proposal generator creates custom scope-of-work documents, pricing tables, and branded decks in minutes — no design skills required.

✓AI-generated scope of work and pricing
✓Custom branding and templates
✓Shareable links with e-signature
✓Convert accepted proposals to invoices instantly

Create a Proposal See How It Works

📊

Project Management

Track every client engagement from kickoff to delivery. Manage tasks, milestones, and deadlines without paying $10/user/month for a separate project management app.

✓Task boards for every client project
✓Milestone tracking and due dates
✓Team assignments and progress views
✓Client portal with shared visibility

Start Managing Projects View Client Portal

💳

Invoicing

Invoice clients faster and get paid on time. BizStackHub invoicing handles auto-numbering, payment tracking, and professional templates — no FreshBooks subscription required.

✓Professional invoices in seconds
✓Auto-numbering (INV-YYYY-XXXX format)
✓Payment status tracking
✓Convert proposals to invoices in one click

Create Your First Invoice See Invoicing Tools

🤝

CRM & Client Relationships

Track every lead, deal, and client relationship in one place. BizStackHub CRM is built for agencies managing multiple client accounts — not enterprise sales teams with 50 integrations.

✓Lead and deal pipeline tracking
✓Client contact history and notes
✓Follow-up reminders and sequences
✓No seat-based pricing

Try the CRM Explore CRM Features

📈

Reporting & Intelligence

Make data-driven decisions and impress clients with real reports. BizStackHub Intelligence surfaces competitive analysis, market benchmarks, and business health scores on demand.

✓AI-generated competitive analysis reports
✓Business health score and benchmarks
✓Market research and pricing strategy
✓Shareable report links for clients

Get a Business Report See Report Types

BizStackHub vs. Individual Tools

What you get from BizStackHub vs. paying for each tool separately.

Feature	BizStackHub	Asana	HubSpot	GoHighLevel	Proposify
Client Proposals	✓	✗	Paid	Paid	✓
Project Management	✓	✓	✗	Limited	✗
Invoicing	✓	✗	Paid	Paid	✗
CRM	✓	✗	✓	✓	✗
Client Portal	✓	✗	Paid	Paid	✗
AI Report Generation	✓	✗	Paid	✗	✗
Starting Price	Free	$10.99/user	Free (limited)	$97/mo	$49/mo

Prices shown as of 2026. "Paid" = feature available on paid plans only. GoHighLevel starting price $97/month.

Frequently Asked Questions

🏗️

Replace Your Agency Tool Stack

Stop paying for 6 separate apps. BizStackHub gives marketing agencies proposals, project management, invoicing, and CRM — free to start.

Get Started Free →

Related Agency Resources

Marketing Agency Stack Hub →Best Marketing Agency Tools (Ranked) →Agency Proposal Generator →Best Invoicing Software for Agencies →Best CRM for Small Business →Business Tools for Startups →