Client services teams

The Agency Stack

Scale billable work, keep pipelines full, and reconcile the books without the chaos.

$195/mo
Starting cost
Overview

Why this stack

Agencies live or die on utilisation and cash flow. This stack gives you the deep SEO data clients pay for, a structured way to run delivery across many accounts, a CRM that scales with new business, and accountant-ready books so the finances never become the bottleneck.

What is in it

The 4 Tools & Roles

1Ahrefs logo

Ahrefs

4.8 out of 5

The deepest backlink and keyword data on the market.

Its job here: The deep backlink and keyword data that justifies retainers and proves results.

$129/mo
Starting
Try AhrefsRead review
2Asana logo

Asana

4.3 out of 5

Polished project and work management for busy teams.

Its job here: Structured delivery across every client account without weeks of setup.

$10.99/user/mo
Starting
Try AsanaRead review
3HubSpot CRM logo

HubSpot CRM

4.4 out of 5

A free CRM core that grows into a full marketing suite.

Its job here: A CRM that starts free and scales as new business picks up.

$0, paid from $20/mo
Starting
Try HubSpot CRMRead review
4QuickBooks Online logo

QuickBooks Online

4.2 out of 5

The accounting standard for small and growing businesses.

Its job here: Accountant-ready books that keep multi-client cash flow under control.

Affiliate disclosure: We may earn a commission if you buy any of these tools through the links on this page, at no extra cost to you. We only group tools we have tested, and commissions never change which tools make a stack.