Your digital marketing agency needs a wide selection of tools to ensure you can meet client needs and expand reach. With various templates and software tools, you can streamline your digital marketing strategy to have a greater impact with fewer resources.

In this article, you’ll learn what tools for a digital marketing agency your team needs access to. We’ll also share some simple and customizable marketing templates you can use on’s Work OS.

Why types of tools are important for digital marketing agencies?

There are many types of digital tools your marketing agency may require for success and to engage with consumers online. These tools boost your agency’s performance and allow you to generate more leads. Various tools can help agencies manage their social media, email marketing campaigns, blog posts, and other inbound marketing techniques, whether they’re a large corporation or a small business.

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Social media marketing tools

Social media is fast emerging as one of the most important ways to develop leads and build lasting business relationships with consumers. Brands can create trust and gain popularity based on the content they share on social media and how engaged their followers are. However, putting one individual in charge of social media marketing is unrealistic when you’re managing all platforms manually. There may be too many comments, DMs, and posts to answer or engage with. That’s where social media marketing tools come in.

Tools like Loomly or Sprout Social make it possible to schedule social media posts automatically and curate unique content ideas for your accounts based on what’s currently trending.

SEO tools

Search engine optimization is a critical aspect of any marketing plan. Your content’s SEO rankings determine how visible web pages or blog posts are to your audience based on factors such as how many relevant keywords they contain. A high-quality SEO tool helps you and your writers determine what terms or phrases people are searching for online (about a specific topic) and how many times you should include these words in your content to rank competitively in search results.

Programs like Ahrefs and SEMrush are helpful tools for optimizing your marketing content for the web. Software like Google Analytics can provide insight as to how successful your SEO practices are at driving up numbers of visitors to your website.

Email marketing tools

Email marketing isn’t a new concept, but it remains a critical part of any marketing campaign. Email marketing tools help your agency build clients’ email lists to expand their reach through newsletters and promotions.’s software integrations let you work with email marketing tools on our Work OS so you can automate a significant portion of the work.

Landing page and lead capture tools

Digital marketing tools that retain the attention of visitors who click on your website or engage with your social media posts are called lead capture tools. Lead capture tools help ensure that your efforts in SEO and social media marketing aren’t wasted due to people clicking away from your content before they complete a conversion activity such as signing up or making a purchase. Examples of these digital marketing tools include Typeform and MailMunch.

Project management/task management tool

Project management tools help you plan, organize, and manage resources to meet deadlines and create the necessary deliverables. There are a lot of project and task management tools on the market, including

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How helps digital marketing agencies

Project management tools like help digital marketing agencies set goals and meet their targets. allows businesses to run their entire project or marketing initiative on a single platform. Features of our Work OS range from boards that keep the entire team organized to automations that save you time and effort.

You can also opt for monday marketer, and all-in-one solution for ideating, launching, and managing marketing campaigns. This product includes marketing plans, an asset library, and overview dashboards designed especially for marketing teams. Social media marketers and other content marketing professionals can use monday marketer for campaign tracking, email marketing, social media marketing, brand management, strategic planning, and more.

Regular users can also find plenty of marketing templates to help manage campaigns and other marketing efforts.

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Related templates

Save time on developing marketing documents by working from reliable templates. You can customize any of our templates to meet the specific needs of your process.

Marketing Strategy Template

The Marketing Strategy Template from makes it possible to track all of your marketing projects in one place. You and your team can view changes to the marketing strategy in real-time when team members update progress. Organize your strategies by quarter and assign each initiative to an individual member of the team. They can change the status of the task as they make progress toward the goal.

Marketing Calendar Template

Our Marketing Calendar Template helps you budget, set business goals, and roll out marketing campaigns. The template lets you ditch static online calendars in favor of a more dynamic set up where your whole team can collaborate on scheduling and receive notifications when tasks are completed or deadlines are approaching. Notable features include eight data visualization options, code-free automations, and custom dashboards.

Marketing Campaign Template

Our Marketing Campaign Template is a valuable addition to marketing agency tools. The template is designed to let you store all campaign information in one location that is accessible from anywhere. Drag and drop columns, create new columns for your campaigns, and assign tasks to specific individuals who you want to notify of any updates. The template allows you to include a status for each campaign, a start date, and a running tally of how many days the campaign has been live.

Choosing the right software for your marketing efforts is important to the success of your team. Find out more about software for marketing and some specific marketing tasks you can use software for in the FAQs.


What software is used for marketing?

CMS, or content management software, is used for marketing. A CMS is a database that enables you to manage your content, such as for the purpose of developing a website. A CMS is one of the most important tools in content marketing.

What is SEO in digital marketing?

SEO, or search engine optimization, is the practice of intentionally creating content that ranks higher in search engine results pages. The higher your content ranks in the search results, the more traffic you drive to your website or blog. The more site traffic you attract, the bigger your marketing reach.

What is PPC in digital marketing?

PPC in digital marketing stands for Pay Per Click and is a type of advertising where a company pays based on how many times users interact with — by clicking on — their ads. Users see ads based on the types of products or services they commonly search for. Since the PPC ad is related to their interests, it increases the chance they will engage with the content by clicking on it and potentially make a purchase.

Improve your reach with tools for digital marketing

Digital marketing agencies can improve their strategies and generate successful marketing campaigns by investing in various tools to reduce their workload and automate processes. SEO tools, social media tools, and lead capture tools are a few of the helpful applications your agency should invest in to allow your resources to stretch further.

monday marketer can keep your team on task and up to date regarding how well your campaigns are performing and when upcoming marketing initiatives are set to begin. That level of knowledge and collaboration improves the chances of success with marketing efforts.