TL;DR:
- Why It Matters: Managing multiple SEO clients is complex—specialized software helps streamline projects, billing, and client communication.
- Key Features to Look For: CRM integration, task automation, invoicing, time tracking, and collaboration tools.
- Choosing the Right One: Prioritize ease of use, automation, and integration with your existing tools.
- Top Picks: Several platforms, including Clientjoy, cater to different agency needs, focusing on automation, resource planning, and sales pipeline management.
What is an account management software?
Account management software is your agency’s digital command center. It organizes client data, tracks interactions, and streamlines sales.
Businesses using CRM tools see a 29% boost in sales, sales productivity by 34% and better client retention. Simply put—it keeps your agency work stress-free, professional, and productive.
How to choose the best SEO account management software for your agency?
So, how do you pick the best SEO account management software for your agency? Here are features to watch out for:
Client Management & CRM Integration
Clients are the heart of your agency. You need a system that keeps track of leads, client details, project history, and communications all in one place. Bonus points if it integrates with your favorite CRM (like Clientjoy does).
Project & Task Tracking
SEO isn’t a one-and-done deal. It’s an ongoing battle against Google’s ever-changing algorithms. Your software should help you track tasks, deadlines, and deliverables, so nothing slips through.
Billing & Invoicing Features
A great SEO account management tool should have built-in invoicing and payment tracking. Automate invoices, set payment reminders and make it easier for clients to pay you—without the awkward follow-ups.
Time Tracking & Resource Management
SEO projects take time. But do you know exactly where that time goes? Time tracking tools help you understand which tasks eat up hours and which ones are profitable. Resource management features also ensure you’re not overloading your team (or yourself).
Collaboration & Communication Tools
Ever played email ping-pong with a client? We all know it's exhausting. A solid platform should have built-in communication tools, like chat, comments, and file sharing. This keeps feedback organized and reduces the endless back-and-forth.
Customization & Scalability
Your agency today isn’t the same as it will be next year. Choose software that scales with you. Do you need custom dashboards, white-label options, or advanced reporting? Make sure your tool can grow with your agency.
Automation & Workflow Optimization
Repetitive tasks kill productivity. The best SEO account management software automates reports, email follow-ups, and task assignments. Less manual work means more time for strategy, creativity, and coffee breaks.
1. ClientJoy
What ClientJoy Does
ClientJoy is an all-in-one CRM built for agencies, client management, and the best there is. It helps you track leads, manage projects, send invoices, and close deals—without the back-and-forths.
Key Features
- Lead Generation Forms
- Email Sequences & 2-Way Sync
- E-Sign Documents
- Sales Pipeline Management
- Invoices & Payments
- Subscriptions & Recurring Billing
- Joy Assist (AI Email Writer)
Benefits of Using ClientJoy
- Less admin work, more SEO strategy
Automate invoices, follow-ups, and client onboarding.
- Faster deal closures
Digital contracts and a structured sales pipeline keep projects moving.
- Happier clients, better retention
Streamlined communication, easy payments, and transparent workflows.
- More revenue, less hassle
Track leads, nurture clients, and scale effortlessly.
2. Score
What Score Does
Score CRM is designed for sports and entertainment businesses. It helps teams track ticket sales, manage fan relationships, and close deals faster. However, some users say it could improve its pipeline visibility.
Key Features
- Account & Contact Management
- Contract Management with eSignature
- Up-Sell Analysis
- Task & Activity Tracking
- Inventory Management
- Ticket Usage & Fan Loyalty Tracking
- Reports & Analytics
Benefits of Score CRM
- Integrated sales and ticketing to break down silos between sales and box office teams.
- Enhanced fan engagement
- Streamlined operations with automated tasks that boost efficiency.
- Data-driven decisions with analytics.
Pricing
Pricing details are not publicly disclosed.
Pros
✅ Specifically made for sports and entertainment sectors.
✅ Offers a wide range of tools for client management features.
Cons
🚫 Some functionalities, like the sales pipeline, need improvement.
3. Accelo
What Accelo Does
Accelo helps agencies manage everything in one place—CRM, project management, billing, and automation.
Key Features
- Client Relationship Management
- Project Management
- Sales & Quote Management
- Lead tracking automation
- Time Tracking & Billing
- Email & Calendar Sync
Benefits of Accelo
- Helps automate tasks and workflows to save time.
- Tracks communication, deadlines, and project updates effortlessly.
- More accurate billing.
- Real-time analytics to improve decision-making.
Pricing
- Core Plan: $20/user/month
- Professional Plan: $50/user/month
- Business Plan: $70/user/month
- Advanced Plan: $90/user/month
- Elite Plan: Custom pricing for larger teams
Pros
✅ All-in-one CRM, project, and billing platform
✅ Strong automation features
Cons
🚫 Takes time to learn
🚫 Higher-tier plans can be pricey
4. Parallax
What Parallax Does
Parallax is a powerful resource management and forecasting tool built for agencies. It helps teams balance workloads, predict revenue, and optimize project timelines. However, if you’re a solo freelancer or a small team with simple workflows, Parallax might be overkill. Also, there's no free trial—so testing before committing isn't an option.
Key Features
- Predictive resource planning
- Real-time revenue forecasting
- Team workload management
- Integration with PM & CRM tools
- Custom reporting
Benefits of Parallax
- Avoids overbooking and burnout
- Helps improve profitability with better forecasting
- Aligns projects with revenue goals
- Integrates seamlessly with existing tools
Pricing
Parallax charges a flat rate per billable employee, starting at $13,500 per year.
Pros
✅ Advanced forecasting tools
✅ Strong integrations
Cons
🚫 No free trial
🚫 High starting price
5. Productive
What Productive Does
Productive is an all-in-one agency management software designed to keep projects, finances, and teams on track. If you’re drowning in spreadsheets and struggling to see where your time (and money) goes, Productive has your back. It's packed with features but requires a learning curve.
Key Features
- Project management & time tracking
- Budgeting & invoicing
- Resource planning
- Sales pipeline management
- Team collaboration
Benefits of Productive
- Get real-time insights into profitability.
- Automate invoicing and payments.
- Avoid burnout with resource planning.
- Keep sales and projects aligned.
Pricing
- Free trial: You can try Productive free for 14 days
- Essential: $11/month
- Professional: $28/month
- Ultimate: $39/month
Pros
✅ All-in-one agency management
✅ Strong budgeting and forecasting tools
Cons
🚫 Can feel overwhelming at first
🚫 Some features may be overkill for small teams
Summing Up…
The best SEO account management software should simplify client management, track projects, automate workflows, and easily handle billing. As seen in the review, tools like Clientjoy, Accelo, and Score CRM each bring something unique. The right choice depends on your agency’s needs, but efficiency and ease of use should be top priorities.
Get Started with Clientjoy
Clientjoy takes the headache out of managing SEO clients. From capturing leads to closing deals, it’s built to streamline your workflow. Automate proposals, track invoices, and keep client communication organized—all in one place. Whether you're a freelancer or an agency, Clientjoy helps you scale smarter. Schedule a demo to see the difference.
Best SEO Account Management Software for Agencies: FAQs
1. What is the best SEO account management software?
Top options include Clientjoy, Accelo, and Score CRM. Each offers features to manage clients, projects, and payments efficiently. However, ClientJoy stands out for its lead generation and sales pipeline management. It's down for you from client acquisition to management.
2. How do agencies track SEO projects?
Most use a mix of SEO tools like Ahrefs, Semrush, or Moz, alongside project management platforms like Trello or Asana.
