Marketing Agency Management Software for Growing Agencies
CRM, timesheets, invoicing, tasks, documents, and a shared password manager — built for agencies of 5–50 running multiple clients.
An agency lives or dies on juggling several clients at once each with its own retainer, its own deliverables, its own hours, and its own pile of logins. Hexa Piper brings all of it onto one platform: CRM, timesheets, invoicing, tasks, secure document storage, and a shared password manager in a single workspace. Your team stops switching between six different apps and starts running every client account from one.
What is marketing agency management software?
Marketing agency management software is a single platform that handles the operations an agency runs on managing client accounts, tracking billable hours across those clients, invoicing retainers and projects, coordinating deliverables, and keeping client files and credentials secure instead of spreading those jobs across separate apps. For a busy digital marketing agency, the point is not adding another app. It is removing the ones you already juggle: a CRM here, a time tracker there, standalone invoicing, a task board, a shared drive, and a spreadsheet full of client passwords, each with its own subscription and its own login.
Hexa Piper is that platform, built for teams of 5-50 people. Every module shares the same customer, team, and security data, so a client account, the hours worked on it, the invoice, and the files all connect without re-entering the same information in three places.
Why agencies end up drowning in apps and logins
Agency work is multi-client by nature. You are running five, ten, twenty accounts in parallel, each at a different stage, each billing differently. Most software handles one slice of that and ignores the rest, so the agency fills the gaps with more apps: one for the pipeline, one for time, one for invoicing, one for tasks, a chat app for the team, a drive for assets, and a spreadsheet where everyone's client logins quietly pile up.
Every one of those adds a subscription, a login, and a security gap and that last spreadsheet of shared passwords is the one that keeps agency owners up at night. Data gets copied between systems by hand, nothing stays in sync, and the overhead grows with every new client you win. Good agency management software should remove that overhead, not become another line item.
How Hexa Piper fits a marketing agency
Switch on only the modules you need every one shares the same client, team, and security data.
Manage every client account in one CRM
The CRM keeps every lead, client, and conversation in one shared record. When you are running several accounts at once, that means each client's history the pitch, the conversations, the notes is visible to the whole team in one place, not trapped in one account manager's inbox. That single record is what keeps handovers clean and renewals easy.
Track billable hours across clients
Retainers only stay profitable when you know where the hours go. Timesheets let your team log hours against each client, and those hours feed straight into invoices and payroll so billable time is recorded once and used everywhere, instead of being reconstructed at the end of the month.
Invoice retainers and projects
Invoicing generates invoices from your CRM data and accepts online payments, including ACH. Because the client record and the tracked hours already live on the same platform, billing a retainer or a project is a matter of turning approved time into an invoice not exporting from one app into another.
Coordinate deliverables on a shared board
Task management lets you assign and track work on a shared Kanban board, so deliverables across every client account are visible to the whole team without a separate project app.
Share client logins securely
Agencies hold more credentials than almost any other business ad accounts, social profiles, content platforms, analytics, client dashboards. A shared spreadsheet of those logins is a real risk. The built-in password manager cuts down on credential sprawl and reduces shadow-IT risk, so your team can access what they need without passwords floating around in chat threads and documents.
Manage freelancers and vendors
Most agencies run on a bench of freelancers and specialist vendors. Vendor management lets you track those vendor relationships and payments alongside your client data, so the people delivering the work sit in the same system as the clients paying for it.
Keep contracts and assets secure
Document management stores contracts, statements of work, and client files in encrypted, centralized storage tied to the client record. Internal coordination happens in secure team chat rather than a consumer messaging app.
Why marketing agencies choose Hexa Piper
Built for multi-client teams of 5-50
Every feature, price point, and onboarding step is designed around lean teams running several client accounts at once not stripped down from an enterprise product. See all platform features.
Security included, not sold separately
Encryption, two-factor authentication, role-based access, audit trails, and HIPAA-ready controls ship on every plan, including the free one which matters when you handle client data and dozens of shared credentials. Learn about our approach to security.
One subscription instead of six
Consolidating CRM, timesheets, invoicing, task management, and a password manager into one subscription usually costs less than running separate point apps and removes the duplicate logins and re-entry that eat into billable hours.
Live in about ten minutes
Most teams are fully set up in roughly ten minutes, with no IT team required. One login manages the whole agency instead of six.
Run a different kind of client-services business? See the broader agency use case for multi-client workflows of every kind.
Simple pricing for agencies
Plans start at $0 per user per month. Hexa Lite is $12/user/mo and Hexa Core is $18/user/mo, and you save 17% with yearly billing. Enterprise pricing is available on request. New agencies can try the full platform free for one month, with no credit card required. View full pricing →
Getting started
- Create your free account. No credit card required to get started.
- Add your team. Invite your account managers and specialists and set role-based permissions.
- Import your clients. Bring your existing client accounts into the CRM.
- Turn on the modules you need. Timesheets, invoicing, tasks, password manager enable only what fits your agency.
- Run free for a month. Then choose the plan that fits your team size.
Frequently Asked Questions
What is marketing agency management software?
Marketing agency management software is a single platform that handles the operations an agency runs on managing client accounts, tracking billable hours across clients, invoicing retainers and projects, coordinating deliverables, and keeping client files and credentials secure instead of spreading those jobs across separate apps.
What is the best software for a digital marketing agency?
For most independent digital marketing agencies, the best fit is an all-in-one platform that keeps client accounts, billable hours, invoicing, tasks, and shared credentials in one place, rather than a stack of separate apps that each hold a copy of the client's data. Look for one sized and priced for a multi-client team.
Can it help manage multiple clients at once?
Yes. The CRM keeps every client account and conversation in one shared record, timesheets track hours against each client, tasks coordinate deliverables on a shared board, and invoicing bills each retainer or project all from the same platform.
Can my team share client logins safely?
Yes. The built-in password manager cuts down on credential sprawl and reduces shadow-IT risk, so your team can share and access client logins without passwords sitting in spreadsheets and chat threads.
How much does it cost for a growing agency?
Plans start at $0 per user per month, with Hexa Lite at $12/user/mo and Hexa Core at $18/user/mo. You save 17% with yearly billing, Enterprise pricing is available on request, and you can try the full platform free for one month with no credit card.
Is my client data secure?
Every plan includes encryption, two-factor authentication, role-based access, audit trails, and HIPAA-ready controls, with no separate security tier. Contracts and client files are stored in encrypted, centralized document storage.