New Agency: Try These 13 SaaS Tools
Starting a new agency and choosing the right SaaS tools can feel like you're always juggling flaming torches—tight budgets, client expectations, and way too many platforms pulling your attention in every direction. If you've ever tried launching your first few client campaigns while scrambling to figure out which tools are worth the investment, you know the struggle is real. Many new agency owners want a simpler way to deliver excellent client work without breaking the bank or losing their sanity.
It's easy to feel overwhelmed by all the software options out there when you're just getting started. Sometimes, instead of making your new agency run smoother, they just add to the confusion and eat up your limited budget. But what if there was a smarter way to choose SaaS tools—one that helps you build a solid foundation and focus on what matters most: proving your value to clients?
After reading this article, you’ll get a sneak peek at:
- The simple shift that can turn scattered client projects into smooth delivery workflows.
- The hidden advantage that helps top agencies stay ahead of their competition.
- How to make your agency workday flow—not just fill up with endless client calls.
- The connection between easy-to-use tools and consistent client satisfaction.
- How to make campaign delivery feel effortless—even when you're managing multiple accounts.
Let’s jump in and find out how the right tools can really make your agency life easier...
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SaaS Tool #1: Slack – Making Team Communication Easier
Slack's value proposition centers on making team communication easier for everyone. When you use Slack, you quickly notice how simple it is to send messages, share files, and organize conversations. This focus on simplicity cuts down on confusion and helps teams work together better.
According to Slack, teams using their platform see a 32% drop in internal email and 23% fewer meetings. That means less time sorting through your inbox and more time getting things done with your team. It's a big deal when you think about how much time email can eat up each day.
But what's really important is how this time savings helps your team stay focused. When you aren't buried in emails or stuck in meetings, you can actually do your work. This is where Slack's value proposition stands out—it's not just about messaging, but about helping you and your team be more productive every day.
Key Insights:
- Clear communication tools can help your team spend less time on email and meetings.
- Choosing a platform like Slack can mean more time for real work and less time managing messages.
- Look for solutions that focus on making your daily work easier, not more complicated.
SaaS Tool #2: HubSpot – All Your Marketing Tools in One Place
HubSpot's value proposition is all about making your marketing easier by putting everything you need in one place. When you use HubSpot, you don't have to jump between different apps or worry about losing track of your leads. Everything from email marketing to social media and analytics is right there for you.
Having all your marketing tools together doesn't just save you time. HubSpot lead scoring helps businesses prioritize leads based on their likelihood to convert into sales. This means your team can focus on the right leads and spend less time chasing the wrong ones.
You might be wondering how this helps your business day-to-day. When your tools work together, it’s easier to see what’s working and what isn’t. That way, you can make smarter choices without the headache of switching between different programs. This makes HubSpot’s value proposition clear: it’s about helping you do better marketing, with less hassle.
Key Insights:
- Using one platform for all your marketing can lead to better quality leads and less wasted effort.
- Centralized tools help you make quicker, smarter decisions about your marketing.
- Look for solutions that keep everything simple and connected, so you can focus on results.
SaaS Tool #3: Salesforce – Better Customer Relationships
Salesforce's value proposition is centered on helping you build better customer relationships. When you use Salesforce, you get tools that make it easier to track every customer interaction and keep all your sales information in one place. This focus on organization helps you and your team stay on top of every lead and opportunity.
According to Vention Teams, on average, Salesforce CRM users see 38 percent faster decision-making, a 18.4 percent jump in revenue, and a 35 percent increase in customer satisfaction. These numbers show how a strong value proposition can lead to real results for your business. When your team has the right information at their fingertips, it's easier to close deals and keep customers happy.
Here's what this means for your daily work. With Salesforce, you spend less time searching for information and more time connecting with your customers. This makes your sales process smoother and helps you focus on what matters most—building strong, lasting relationships.
Key Insights:
- Organized customer data leads to higher sales and happier clients.
- Choosing a platform that brings all your sales tools together helps your team work smarter, not harder.
- Focusing on relationships, not just transactions, sets your business apart.
SaaS Tool #4: Ahrefs – Making SEO Easier
Ahrefs makes SEO easier by giving you all the tools you need in one place. When you use Ahrefs, you don't have to jump between different apps or guess what will work for your website. Everything from keyword research to site audits is ready for you, so you can focus on growing your traffic.
According to Ahrefs, SEO automation saves you time and money by automating repetitive tasks such as reporting, site auditing, ranking updates, and much more. This time savings is especially helpful if you’re working with a small team or managing SEO on your own.
When all your SEO data is in one place, it’s easier to spot what’s working and where you need to improve. You won’t waste time hunting for information or worrying about missing something important. That’s why Ahrefs’ value proposition stands out—it’s about making your SEO work simpler and more effective, so you get better results with less stress.
Key Insights:
SaaS Tool #5: Notion – One Workspace for Everything
Notion workspace is designed to bring all your notes, tasks, and projects together in one place. If you’re tired of switching between different apps all day, Notion helps you stay organized and focused by keeping everything you need right where you can find it.
Ring Central found out that more than two-thirds of workers say they waste up to 60 minutes at work navigating between apps, and 68 percent of workers toggle between apps up to 10 times an hour. But unified workspace solutions like Notion can significantly reduce operational inefficiencies and save on costs associated with using multiple disjointed tools. That means you get more time to actually work instead of managing different tools. This is especially helpful if you’re juggling lots of projects or working with a team that needs to stay in sync.
When all your work lives in one spot, it’s easier to see what needs to be done next and avoid missing important details. Notion’s value proposition is clear: less time lost to distractions means more time for meaningful work.
Key Insights:
Next, you'll see how Canva's value proposition makes design accessible and fast, even if you're not a professional designer.
SaaS Tool #6: Canva – Design Made Easy for Everyone
Canva makes design easy for everyone, whether you're a business owner, student, or marketer. With Canva, you don’t need to be a professional designer to create eye-catching graphics, social posts, or presentations. The platform is simple to use, so you can start designing in just a few clicks.
According to Canva, it is one of the best tools for non-designers and has a low barrier to entry with simple and user-friendly features that help increase content production. This means you can turn your ideas into finished designs quickly, without waiting for help or spending hours learning complicated tools. That time savings is especially helpful when you need to meet a deadline or update your marketing materials on the fly.
When design is easy and fast, you can focus more on your message and less on the process. Canva’s value proposition is clear: anyone can create quality designs without extra stress or cost.
Key Insights:
SaaS Tool #7: Zoom – Video Calls Made Simple
Zoom makes video calls simple so you can connect with anyone, anywhere, without hassle. When you use Zoom, starting or joining a meeting takes just a few clicks, and you don’t need to worry about complicated setup or technical problems.
According to eWeek, a survey found that the top benefit of video conferencing is increased efficiency and productivity by 94 percent, followed by increased impact of discussions by 88 percent, expedited decision making by 87 percent and reduced travel costs by 87 percent. This shows how important it is for your team to have a tool that just works, every time. When video meetings are easy to set up, your team can stay on schedule and focus on the conversation instead of troubleshooting tech issues.
Reliable video calls also mean you spend less time worrying about dropped connections or poor quality. This helps everyone stay engaged and makes meetings more productive. Zoom’s value proposition stands out because it puts simplicity and reliability first—so you can get down to business without distractions.
Key Insights:
SaaS Tool #8: ActiveCampaign – Email Marketing Made Simple
ActiveCampaign makes email marketing powerful and personal, so you can deliver sophisticated campaigns for your clients without the complexity. With ActiveCampaign, you get advanced automation, behavioral tracking, and CRM integration—all designed to help agencies create campaigns that actually convert. This helps you focus on strategy and results, not on piecing together different tools.
According to ActiveCampaign, their users see 70% higher open rates and 25% more sales compared to other email platforms thanks to their machine learning and segmentation features. This means your client campaigns are more likely to drive real results, helping you prove ROI and retain clients longer. When you can show measurable improvements, it's easier to justify your agency's value and grow your client relationships.
What really stands out about ActiveCampaign's value proposition is how it combines enterprise-level features with agency-friendly pricing. You can create complex automation workflows, track customer journeys, and manage multiple client accounts without breaking your startup budget. This lets you compete with bigger agencies while keeping your overhead low.
Key Insights:
SaaS Tool #9: Asana – Clearer Work Management
Asana is all about helping you manage your work more clearly and efficiently. When you use Asana, you can organize projects, assign tasks, and keep track of progress—all in one place. This makes it easier to know what needs to be done and who's responsible for each step.
According to Asana, teams that use work management platforms are 45% more efficient. That’s a lot of time saved, letting you and your team focus on actually getting things done instead of just talking about them. The less time you spend in meetings, the more time you have to move your projects forward.
When everyone can see the plan and track progress, there’s less confusion and fewer missed deadlines. Asana’s value proposition stands out because it brings clarity to your workflow—so your team can work together smoothly, even when things get busy.
Key Insights:
SaaS Tool #10: Shopify – Making Online Stores Easy
Shopify stands out by making it easy for anyone to start and run an online store. With Shopify, you don’t need to be a tech expert or spend months building a custom website. Everything you need to launch, manage, and grow your store is available in one place.
According to Shopify, 93% of businesses on their site have a fast store, more than any other major commerce platform and it has the fastest server speed in commerce, up to 3.9x faster and on average 2.8x faster. That means you can get your products in front of customers quickly and start selling sooner. This speed is especially important if you want to test new ideas or respond to market changes without a long wait.
When launching an online store is simple, you can focus on what matters—your products and customers. Shopify’s value proposition is all about removing barriers, so you can build your business with less hassle and more confidence.
Key Insights:
Next, you’ll see how Monday.com uses visual workflows to make project management easier and boost team collaboration.
SaaS Tool #11: Monday.com – Visual Work Management
Monday.com’s value proposition centers on visual work management, helping your team stay organized and aligned. With Monday.com, you can see all your projects at a glance, assign tasks, and track progress using colorful boards and timelines. This visual approach makes it easier to spot bottlenecks and keep everyone on the same page.
Monday.com is a powerful project management tool designed to help teams stay organized and work efficiently. With its user-friendly features, monday.com makes managing tasks, tracking progress, and collaborating with your team a breeze. When your team can see what needs to be done and who’s doing it, projects move forward more smoothly and deadlines are less likely to slip.
The real benefit is how much easier it is to collaborate, even if your team is working remotely or across different departments. Monday.com’s value proposition is clear: visual tools help your team stay organized, aligned, and productive every day.
Key Insights:
SaaS Tool #12: Zapier – Automate Everything Between Your Apps
Zapier's value proposition focuses on connecting your favorite apps so they work together automatically. When you use Zapier, you can set up automated workflows that handle repetitive tasks for you—like sending new leads from your website straight to your CRM or posting new blog content to social media without lifting a finger.
With Zapier's over 7,000 apps and easy integrations, it lets you connect the apps you use daily to automate your work and be more productive. This time saving tool is especially valuable for small business owners and teams who are already stretched thin and need to focus on high-impact activities.
When your apps talk to each other automatically, you spend less time copying and pasting information or remembering to update multiple systems. Zapier's value proposition stands out because it eliminates the boring, repetitive work that eats up your day—so you can focus on growing your business instead of managing data.
Key Insights:
- Automation tools can give you back hours every week by handling repetitive tasks.
- Connecting your apps reduces manual errors and keeps your data consistent.
- Look for solutions that work behind the scenes, so you can focus on strategy instead of busy work.
SaaS Tool #13: Loom – Quick Video Messages That Connect
Loom makes video communication quick and personal by letting you record and share videos in seconds. When you use Loom, you can explain complex ideas, give feedback, or answer questions with a simple screen recording instead of typing long emails or scheduling another meeting.
According to Loom, you can accomplish what used to take 30–60 minutes in 5–10 minutes at most. Your team can watch important updates and briefings at their convenience, as well as rewatch them for better understanding. This happens because video messages are clearer than text and more convenient than live meetings. When you can show someone exactly what you mean, there's less back-and-forth confusion and faster problem-solving.
The real power of Loom is how it makes your communication more human without the scheduling hassles of live video calls. You can record a quick explanation when it's convenient for you, and your teammate can watch it when it works for them. Loom's value proposition is clear: better communication that fits everyone's schedule and gets results faster.
Key Insights:
- Quick video messages can speed up project completion and reduce miscommunication.
- Asynchronous video communication lets teams collaborate across time zones more effectively.
- Choose tools that make your communication clearer and more personal without adding scheduling complexity.
Next, you'll learn about common patterns in successful SaaS value propositions and how you can apply them to your own business.
If you want to get your marketing work done for your business (or for your clients’), then you HAVE to learn more how you can delegate unlimited marketing projects & tasks without the headaches of hiring. Download this free guide: 33 Examples of Marketing Projects You Can Delegate to Growbo
Conclusion
Picking the right SaaS tools can feel overwhelming, but you don’t have to do it alone. The best solutions help you get real results and make your workday easier—no headaches, just progress.
You might be thinking about how to put these ideas to work. Imagine if you had a friendly team of marketing pros ready to handle every task—so you could finally focus on what matters most to you.
Here’s what you can start doing today:
- Pick all-in-one tools that keep your work simple and in one place.
- Choose platforms with clear, practical benefits that fit your business needs.
- Go for solutions everyone on your team can use—not just the tech-savvy folks.
It’s all about making your day smoother and your business stronger.
Curious how easy marketing can be with a little help? Try Growbo and get a full week of unlimited marketing support for just $7. It’s a low-risk way to see if having a pro team by your side is what you’ve been missing.
If you’d like to talk through your marketing needs or see how Growbo can help your business, schedule a quick call with our team.
We’re happy to answer your questions and help you find the best path forward—just book a call here.
Have a favorite tool or tip that’s worked for you? Share your thoughts below—I’d love to hear what’s made your business life easier!
Keep Growin', Stay Focused,
Image Credits:
1. https://community.maryville.edu/s/article/What-is-Slack
2. https://www.hubspot.com/products/service/omnichannel-customer-service
3. https://cargas.com/wp-content/uploads/2025/05/sales-cloud-screeen3.webp
4. https://ahrefs.com/assets/esbuild/1-overview_2x-PTJE63BP.png
5. https://www.notion.com/templates/notion-projects-and-tasks
6. https://content-management-files.canva.com/cdn-cgi/image/f=auto,q=70/b9fb299b-7cc3-4d97-bfbc-913300fcb04c/docs_promo-showcase_012x.png
7. https://assets.zoom.us/preview/meetings/multi-speaker-layout.png
8. https://www.emailtooltester.com/en/crm/activecampaign-review/
9. https://assets.asana.biz/transform/9f782f11-bb90-4e43-948c-1fc4c5689368/productui-helpcenter-asana_basics-navigating-asana-001-en-us.png
10. https://cdn.shopify.com/s/files/1/0533/2089/articles/shopify-online-store.jpg?v=1727285982&originalWidth=1848&originalHeight=782&width=1800
11. https://assets.project-management.com/uploads/2023/06/Screenshot-monday.com-night-mode-and-colorful-task-tags-1024x579.jpg
12. https://helpdesk.bitrix24.com/upload/medialibrary/0e7/kki5f4xzwg2kxz48j43kufcmj46unu0o/Zapier%20for%20Tasks.%20Create%20a%20zap.jpeg
13.https://lh3.googleusercontent.com/cqhpOqVTNhcrQbd35o0HoH37omP4uWXYjV37mFSPYJdyg4hkZh0c9jxjPaZfDFLSMXvNdxxOs2QLSJJT1bvb6zo9_A=s1280-w1280-h800
