Use These 5 General Agency Tools to Bring In Paying Clients Today

Vanessa Copley

As an agency, your business health depends on your ability to bring in high paying clients and to keep those clients engaged and renewing their contracts or services with your company.  General agency tools to help you manage your workflow can have a dramatic effect on your life, time and business.

Using tools to save time on reporting, tools for promoting your clients and organizing your data, billing tools, and scheduling tools are all available to you – it can get pretty overwhelming if you don’t know what to use or if you have too many tools.

Here at SegMetrics, we work with many agencies, and have a deep understanding of the tools and services available to you and how to use those tools and applications to grow your business.

General Agency Tool 1 – CRM

First, you will want to use a CRM.  A CRM is a customer relationship management tool. With a CRM like ActiveCampaign or Keap, you can manage your potential clients from the moment they first contact you, from first contact to initial sale, and continue to market them and nurture them with ease. Your CRM will be an invaluable tool because they allow you to stay in touch with your current customers and also find new ones easily by optimizing your campaigns for leads who have shown interest in your services with lead scoring and tagging features. You can also create landing pages, forms, and landing pages, manage billing and subscriptions,  and create sales pipelines if you have a sales team.

ActiveCampaign is an exceptional CRM, and Keap is as well. The biggest difference in the two is the campaign builder. Both have tons of tools to use inside of campaigns, merge fields, date timers, actions based on email opens, goals you can set, and so on. The visual builder in ActiveCampaign is a linear style, only allowing for one starting point in the campaign, which can be set to multiple triggers. Keap’s campaign builder allows for non-linear layouts, with access points into the campaigns possible at any point you choose. Keap does have different versions, with Lite and Pro having less features than Keap Max Calssic (formerly Infusionsoft), so there are different price ranges to fit any budget.

General Agency Tool 2 – Lead Generation Tools

Lead generation tools such as LeadPages and ClickFunnels offer businesses a way to quickly make landing pages that convert like wildfire. These platforms provide a simple way of making landing pages look professionally designed, while also being intuitive to use. Both platforms offer a free trial,and have easy to use WYSIWYG editors that use a drag and drop functionality.  They also offer templates you can just plug in and convert to your own.  

LeadPages is a fun, visual page designer with tons of templates. It offers the ability to build websites, web pages, pop ups, forms, and alert bars that you can craft visually. LeadPages offers many integrations, and thier support staff is knowledgeable and on point. ClickFunnels also offers the same features, however, it emphasizes the sales funnel, and offers great weekly support meetings and webinars, and many plug and play set ups that can get you rolling on special offers and upsells for your potential clients.

General Agency Tool 3 – Payment Processors

Payment processors are an important general agency tool. If you use an all-in-one CRM (customer relationship management software), many times the software will have those built in. If you are using a stand-alone payment processor, though, Stripe is a very popular choice on the market today and they offer a very easy-to-use API (application programming interface) to integrate it with any platform. Stripe also offers robust reporting and dashboards to make seeing your sales, MRR (monthly recurring revenue), refunds and returns easy.

General Agency Tool 4 – Scheduling

For scheduling, you can use a calendar app like Calendly.  Some CRMS like Keap (mentioned above) also have built in calendars that you can use to schedule meetings with your Zoom account, and that integrate well with popular calendar apps like Google Calendar.  Calendly offers easy appointment creation, different types of appointments, customizable reminders, group and admin settings and customizable links. Acuity is another scheduling software that allows the end user to create appointments, import calendars, set regular hours or different hours for different appointment types.  Acuity allows you to create group meetings and events, accept payments, have forms to fill out and integrates nicely with many other platforms. OnceHub, formerly known as ScheduleOnce is a scheduling platform that helps agencies to connect with people instantly via live chat, phone support, video or via scheduled meetings.  OnceHub is designed to connect companies with their leads quickly, which is fantastic for your agency when getting back to customers in a timely manner is critical.

General Agency Tool 5 – Analytics and Reporting

Finally, you will need an analytics and reporting tool.  Did you know that SegMetrics offers an agency platform? We heard you when you asked, and have created a portal for agencies to manage all their client metrics in one simple system.  Use SegMetrics for agencies to create gorgeous, shareable reports with a click of a button, agency branding, unlimited logins, and reusable, customized reports and dashboard that are plug and play.  Get started with your free trial today and wow your customers with true metrics, optimization opportunities and your keen ability to increase their revenue using SegMetrics.

SegMetrics integrates with any of these tools, bringing you deeper insight into your marketing success, paid ad attribution, funnel metrics and overall business health. Start your free trial today to fully understand the difference that having accurately attributed data can make on your bottom line.

Vanessa Copley


Vanessa Copley is a business automation specialist and the founder of Custom Client Journey. She specializes in client journey management and bringing the human touch to your automated experience. In her free time, she enjoys reading fantasy and horror novels, practicing Tang Soo Do and spending time with her amazing children, the love of her life, and their 15 birds and 2 dogs.

Related Articles