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Recommended stack
Marketing agency stack
Based on use-case fit, category match, descriptions, and editorial score.
Open the agency playbook
A practical stack for lead capture, client work, reporting, and agency operations.
HubSpot CRM
CRM & Sales10/10HubSpot CRM is the client and lead pipeline layer, which is usually the first system a solo agency needs to avoid losing opportunities.
Substack
SEO & Content Marketing9/10Substack fits because it is related to "solo" and covers seo & content marketing for building a marketing agency with lead capture, content, design, reporting, and client management.
SEMrush
SEO & Content Marketing9/10SEMrush supports keyword research, SEO audits, and competitor research for client acquisition and delivery.
Typeform
No-Code & Low-Code9/10Typeform captures structured inquiries, briefs, and onboarding details before work starts.
Canva
Design & Creative9/10Canva covers repeatable visuals for proposals, social assets, reports, and client-facing materials.
Pipedrive
CRM & Sales9/10Pipedrive is a focused sales pipeline option when the agency wants a simpler CRM than a broad marketing suite.