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5 top tools for digital marketing agency professionals 8 min read
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Any digital marketing agency needs a wide selection of tools to ensure its teams 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 your digital marketing agency team needs access to. We’ll also share some simple and customizable marketing templates you can use on Work OS.

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Why types of tools are important for digital marketing agencies?

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

They include:

  • Social media marketing tools
  • SEO tools
  • Email marketing tools
  • Landing page and lead capture tools
  • Project and task management tools

Let’s learn more about each and their impact for digital marketers.

Social media marketing tools

Social media is one of the most important ways to develop leads and build lasting business relationships with consumers.

Establishing trust and gaining popularity on social media can be achieved by brands through the content they share and their level of engagement with their followers. Therefore, it is essential to prioritize branding efforts in order to make a positive first impression. One effective way is to prominently display your logo design so that viewers can easily associate it with your business.


Social media marketing tools can help individuals and teams better manage engagement with followers in addition to analyzing trends and performance.

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 since these efforts help determine how visible web pages or blog posts are to your audience. A high-quality SEO tool helps you and your writers determine what terms or phrases people are searching for online related to your product about a specific topic and how to create or optimize your  content to rank competitively in search results.

Ahrefs and SEMrush are helpful SEO tools for optimizing your marketing content for the web. Google Analytics can provide insight as to how successful your SEO practices are at driving up the number of visitors to your website. That is why it is essential to have a strong SEO strategy by utilizing a variety of SEO best practices.

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. Email also creates a more personal way to connect with your target audience, which helps build trust and brand loyalty.’s software integrations let you work with email marketing tools on our Work OS so you can automate a significant portion of the work.

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Landing page and lead capture tools

Lead capture tools help ensure your efforts in SEO and social media marketing aren’t wasted. When used properly, these tools help decrease the amount of people clicking away from your content before completing a conversion activity.

Examples of these digital marketing tools include Typeform and MailMunch.

Project and task management tools

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

When digital marketing agencies are able to streamline their project management processes, they become more efficient, productive, and better able to meet or exceed deadlines.

Get started for digital marketing agencies

Marketing teams and sales teams alike rely on Work OS to streamline their workflows and achieve their goals.

You can also opt for monday marketer, an’s marketing product for ideating, launching, and managing marketing campaigns. Our unique solution comes with 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.

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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 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.

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 view options, code-free automations, and custom dashboards.

Social Media Calendar Template

This social media calendar template helps create the foundation for a successful social team. With one board for all your activities, you can be sure to keep everyone on the same page, no matter the week.

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. It does this by:

  • Allowing you to drag and drop columns or create new ones to customize your workflow.
  • Letting you assign tasks to specific individuals you’d like notified of updates.
  • Including statuses for each campaign, including a start date and a running tally of how many days the campaign has been live.
  • Centralizing your workflow into one digital space.
  • Facilitating data-driven decision making by providing all necessary data and metrics on one customizable dashboard.
  • Enabling marketing automation to increase productivity and decrease time spent on tedious or repetitive tasks.

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. SEO tactics vary depending on your industry. For example, in competitive niches like finance, SEO is more about building trust signals, while in travel niche content quality is paramount

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 our 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.’s offerings can keep your team on task and up to date regarding how well your campaigns are performing and when upcoming marketing initiatives are set from the start.

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