📣 AI tools for Agency businesses
Common problems we automate: Client reporting takes hours · Scope creep and status updates · Lead follow-up · Onboarding new clients · Content production.
HubSpot ↗
CRM with marketing, sales and service hubs, workflows and built-in AI features.
ProjectsClickUp ↗
Project and task management with docs, automations and AI features.
CommunicationSlack ↗
Team messaging with channels, workflows and app integrations; a common place for AI alerts and approvals.
Data & knowledgeNotion ↗
Docs, wikis and databases in one workspace, with AI search and writing features.
AutomationZapier ↗
No-code automation that connects thousands of apps (forms, CRMs, email, SMS) with triggers and actions, including AI steps.
AutomationMake ↗
Visual workflow builder for multi-step automations between apps; a flexible Zapier alternative.
AI assistantClaude ↗
AI assistant from Anthropic, strong at long documents, contracts and careful writing.
AI assistantChatGPT ↗
General-purpose AI assistant from OpenAI for drafting emails, replies, ads, SOPs and job descriptions.
Meeting notesOtter.ai ↗
AI meeting and call transcription with automatic summaries and action items.
SchedulingCalendly ↗
Online scheduling links that sync with your calendar and remove back-and-forth booking.
Listings are informational; no affiliation implied.