14 Must-Have AI Marketing Tools for Agencies in 2025

This is where AI makes a real impact.

AI can not only automate all the busywork like notetaking and writing emails, but also become a strategic partner for agencies to level up client strategies, empower teams to work more efficiently, and even land new clients faster.

And it’s not just theory; the numbers speak for themselves:

At Catalyst Marketing, CEO Robin Emiliani cut 80–90% of the time spent on responding to Request for Proposals (RFPs) using AI, allowing her agency to take on more opportunities and win more business.

Ryan Anderson, founder of Markiserv, automated meeting transcription and note-taking, increasing meeting attentiveness by 70%—his team is now more present, engaged, and producing higher-quality work.

At Peak Seven, Digital Marketing Specialist, Kim Strickland, saved 63 hours on reporting and $9K+ per client per month with an AI marketing intelligence platform like Whatagraph.

All this proves that marketing agencies that embrace AI aren’t just working faster and saving time, they're scaling smarter.

But with hundreds of AI marketing tools out there, testing them all would be overwhelming.

To save you the trial and error, we’ve highlighted 14 AI-powered marketing tools swear by, categorizing them by use case so you can easily find the best fit for your team.

14 Best AI Marketing Tools for Agencies

Before we dive into each AI-powered marketing software, here’s a summary of them:

Let's look at each of these tools.

1. Claude: Best for Strategy & Long-Form Content Generation

If your agency writes detailed reports, whitepapers, or in-depth blog posts, Claude is a game-changer.

Built by Anthropic, it’s designed to be safer, more ethical, and better at maintaining context over long conversations and handling tone consistency with fewer corrections needed.

What agency leaders are using it for:

• Writing detailed campaign reports or proposals with minimal corrections needed.
• Refining messaging consistency across different campaign materials.
• Generating polished content in your brand voice for blogs or email campaigns quickly.
• Testing hypothesis regarding campaign and marketing strategies.

I use Claude 20 times a day for just about anything I’m doing. It’s great for discerning what's the BS and what are some good nuggets of information. I also use it to evaluate my hypotheses. If I have a hypothesis about the client's strategy or what Catalyst should do as an agency, I put it into Claude to see what I might be missing.

How to get the most out of it:

1. Use Contextual Prompts: Provide detailed background for more accurate responses.
2. Refine Tone: Ask Claude to adjust for different audiences (e.g., casual vs corporate).
3. Leverage Long Contexts: Upload multiple related docs for deeper insights.

Where it falls short:

❌ Not as fast as ChatGPT for casual brainstorming.

❌ Limited integrations with marketing tools.

Claude pricing:

As of May 2025, Claude offers these pricing plans:

2. Perplexity: Best for Research, Competitive Analysis & Proposal Writing

Perplexity isn’t just another “chatbot”, it’s your research assistant.

It’s best for getting accurate, fact-based, and direct answers or step-by-step instructions without any AI hallucinations (unlike ChatGPT). It cites sources, pulls data from real-time Google searches, and summarizes industry trends and competitor insights.

What agency leaders are using it for:

• Conducting quick research with reliable citations included
• Summarizing competitor analysis reports into actionable takeaways
• Researching search intent and reader personas for SEO keywords
• Creating content briefs based on competitor, search intent, and target audience research
• Extracting and highlighting key points from Request for Proposals (RFPs) and Request for Information (RFIs) and drafting targeted proposals

We’ve responded to quite a few RFPs in the past 9 years of business, so we built a system where we loaded this information into Perplexity. It then draws on this information and creates a new response in literally a tenth of the time. This helps us respond to more RFPs in a shorter period of time.

How to get the most out of it:

1. Use Spaces (formerly Collections): Organize research by topic for easy access.
2. Ask Direct Questions: Be specific (e.g., "Top social media trends in 2025?").
3. Cross-Check Sources: Validate high-stakes insights for accuracy.

Where it falls short:

❌ Less creative than ChatGPT—better for research, not storytelling.

❌ Limited integrations compared to broader AI ecosystems.

Perplexity pricing:

As of May 2025, Perplexity offers these pricing plans:

Pro Tip: Pit Perpelxity and Claude against each other to come up with the best, most-sound ideas and strategies. For instance, when Perplexity gives you an answer, challenge it with Claude with a prompt like:

“This doesn’t feel right. Here are the reasons why I think this approach is not quite accurate. What do you think?”

This is the approach Robin uses at her agency. She says:

It’s wild. It feels like I have a whole forum of people sitting in front of me—almost like a panel. We have this healthy debate back and forth until we feel like we've arrived at the right conclusion.

3. Whatagraph: Best for Marketing Analytics and Reporting

Reporting is one of the most important, but super tedious, part of running an agency. That’s where Whatagraph comes in.

Whatagraph is an all-in-one marketing intelligence and reporting platform which makes it ridiculously easy to collect, analyze, and report on your data—whether that’s PPC, social media, email marketing, or more.

With features like the AI Performance Summary Writer and an AI chatbot, you can stop staring at spreadsheets and start delivering smart, actionable insights in minutes.

In a nutshell, here’s how Whatagraph works:

1. Connect to 55+ marketing channels in a few clicks. The data from these channels will flow into Whatagraph automatically.
2. Organize your data, teams, and clients on one platform. Make custom metrics and dimensions, and blend data sources together.
3. Visualize your data using drag-and-drop widgets or ready-made templates. Create white-labeled reports with custom logos, domains, and color schemes.
4. Ask AI to write performance summaries for you based on your data, or use our AI chatbot to analyze marketing campaigns and pull out key insights in seconds.
5. Share reports as live links, PDFs, Excel spreadsheets, or automated emails.

All of this on one fast and easy-to-use platform means:

✅ You don’t have to waste time manually compiling data from disparate sources.

✅ You can save up to 40 hours a month on analyzing data and creating reports.

✅ Your data is organized on one platform and you have a clear view of marketing performance.

✅ Your clients or the C-Suite clearly sees the value of your campaigns.

✅ It’s easy to onboard new employees and clients.

What agency leaders are using it for:

• Connecting all their marketing channels into one clean, holistic dashboard
• Creating accurate and white-labeled marketing reports in minutes
• Auto-generating summaries for weekly or monthly reports (so they can skip writing them by hand)
• Getting quick insights and answers about their marketing campaigns
• Scaling reporting without scaling headcount, especially when managing dozens of clients

Whatagraph has helped everyone on our team get on the same page about clients, what’s important, and how to talk to them. Our relationships with clients have been amazing, and we’ve even been able to retain them longer. Whatagraph is now our Bible—both for our clients and internal teams.

How to get the most out of it:

• Let the AI write performance summaries for specific reports, then tweak the tone and voice to match your style
• Customize the AI assistant to answer the KPIs your clients care about most
• Use Linked Templates to speed up reporting across similar client accounts
• Blend performance data from Meta, Google Ads, and other tools in one widget to show a holistic view of performance.

Where it falls short:

❌ The pricing can be a bit steep for small businesses and solopreneurs

Whatagraph pricing:

Whatagraph’s pricing is tailored to each agency’s needs. It’s generally based on source credits which you can use to connect to data sources and create custom blends, metrics, and dimensions. Reach out to us for a custom plan.

4. ChatGPT: Best for Idea Generation & Content Drafting

If you need brainstorming help, content outlines, or a quick first draft, you can always rely on ChatGPT to have your back.

It’s great for coming up with initial campaign or content ideas, and the best part is—it’s designed to interact and “talk” with you in natural language until you get what you need.

What agency leaders are using it for:

• Generating creative taglines or ad copy for campaigns in minutes
• Brainstorming content ideas based on client interactions and daily agency tasks.Automating internal Q&A by training ChatGPT on company workflows and guides
• Drafting LinkedIn posts, emails, and blog outlines effortlessly
• Refining and improving written content by checking grammar, tone, and clarity

We’re using ChatGPT and ContentShake AI by SEMRush to generate drafts for blog posts. These tools help our team with content structure and brainstorming.

How to get the most out of it:

1. Use CustomGPTs: Tailor ChatGPT to your agency’s needs by creating specialized versions for specific tasks (e.g., client onboarding).
2. Explore Plugins: Enable plugins for integrations with tools like Zapier to automate workflows further.
3. Refine Outputs: Ask ChatGPT to iterate on drafts multiple times to ensure tone consistency.

Where it falls short:

❌ Can hallucinate facts, so fact-checking is crucial.

❌ Struggles with deep, source-backed research compared to Perplexity AI.

❌ Stronger models are only accessible on paid plans.

ChatGPT pricing:

As of May 2025, ChatGPT offers these pricing plans:

All prices exclude applicable taxes. Feature availability and limits may change.

5. Google Gemini: Best for Multimodal Content & Deep Data Analysis

Every marketing team has that one person who basically lives inside Google Docs, Sheets, and PowerPoint. If that’s you, Google Gemini is your AI co-pilot.

Google Gemini is a multimodal AI system designed to integrate seamlessly with Google Workspace tools like Gmail, Docs, and Sheets. It can generate reports, rewrite emails, and even analyze data for you—all without leaving your browser.

What agency leaders are using it for:

• Drafting client emails or campaign briefs directly in Gmail with a friendly, professional tone.
• Summarizing team discussions stored in Google Docs into actionable insights.
• Using multimodal capabilities to create mockups for campaigns or presentations.
• Extract key performance insights out of marketing reports with Gemini Live.

How to get the most out of it:

1. Leverage Workspace Integration: Use Gemini directly in Gmail or Docs to avoid switching between tools.
2. Automate Repetitive Tasks: Set up templates for common emails or reports to save time.
3. Combine Multimodal Capabilities: Use both text and image generation for creating campaign mockups or visual presentations.

Where it falls short:

❌ Can be slower than ChatGPT for rapid ideation.

❌ Still refining its integrations within Google Workspace.

Google Gemini pricing:

As of May 2025, Gemini offers these pricing plans:

Note: Pro plan pricing is sometimes listed as $19.99/month and sometimes as $20/month, depending on the source. Availability and features may vary by region.

6. Airtable: Best for Project & Workflow Management

Airtable is a cloud-based platform that blends the simplicity of a spreadsheet with the power of a database. It offers multiple views—grid, Kanban, calendar, Gantt—so teams can organize data in the way that works best for them.

What agency leaders are using it for:

• Centralizing project management and campaign tracking in one place.
• Monitoring team utilization rates and profitability per client.
• Automating data aggregation from multiple tools for real-time insights.
• Forecasting workload and resource allocation across projects.

Airtable has been fascinating for our agency. Our Head of Operations has implemented it to aggregate data from our project management tool and gather the important information that we need to see, like utilization rates, and how that is allocated to specific clients and profitability.

How to get the most out of it:

1. Customize Views: Use Kanban for content workflows, Gantt for campaign timelines, and Grid for detailed tracking.
2. Automate Routine Tasks: Set up triggers to update statuses, send notifications, or generate reports.
3. Integrate with Other Tools: Sync Airtable with Google Drive, Slack, or your CRM for a unified workspace.

Where it falls short:

❌ Setting up a fully optimized Airtable base takes time and expertise.

❌ While there’s a free tier, advanced automation and integrations require a paid plan.

Airtable pricing:

As of May 2025, Airtable offers these pricing plans:

Note: Prices are per user per month, billed annually unless otherwise noted. Monthly billing is sometimes available at a higher rate. Some sources may show slight variations in pricing due to regional differences or special offers.

7. Microsoft Copilot: Best for Automating Office Workflows

If your team relies on Microsoft Office, Copilot is an absolute game-changer. It integrates with Word, Excel, PowerPoint, and Teams, helping you draft reports, analyze data, and create presentations in seconds.

What agency leaders are using it for:

• Drafting blog posts, social media captions, or email campaigns in Word with AI-driven suggestions.
• Automatically summarizing Teams meetings, highlighting action items, and assigning follow-ups.
• Analyzing keywords and refining website content using Copilot’s integration with SharePoint and Edge.

How to get the most out of it:

1. Use Autonomous Agents: Set triggers to automate workflows. For example:

Trigger email responses when specific keywords appear in client inquiries.

Auto-sync campaign data from Teams chats to Excel sheets.

1. Use the Copilot Prompt Gallery: Discover pre-built prompts like “Generate a Q4 social media calendar” or “Analyze customer sentiment from survey data.”
2. Integrate with Teams: Use Copilot to summarize brainstorming sessions, assign tasks, and track deadlines in real time.
3. Optimize Excel Workflows: Ask Copilot to identify trends in campaign data, suggest formulas, or create visualizations.
4. Automate Approvals: Set up triggers in SharePoint to auto-route campaign drafts for stakeholder review.

Where it falls short:

❌ Requires Microsoft 365 subscription.

❌ Limited outside of the Microsoft ecosystem.

Microsoft Copilot pricing:

As of May 2025, Microsoft Copilot offers these pricing plans:

Note: Microsoft 365 Copilot and Copilot for Sales/Service require a qualifying Microsoft 365 license. Monthly pricing options for business plans include a 5% premium if not billed annually.

8. DeepSeek: Best for High-Precision Research & Reasoning

Deepseek is designed to be a powerful alternative to ChatGPT’s paid models when it comes to logical reasoning, problem-solving, and structured research. For instance, instead of paying for ChatGPT’s o1 or o3 models, you can use Deepseek R1 for free.

What agency leaders are using it for:

• Pulling data from CRMs or spreadsheets to generate campaign performance summaries.
• Processing thousands of survey responses or social comments for sentiment trends.
• Drafting API documentation or troubleshooting codes.

How to get the most out of it:

1. Leverage Open-Source Flexibility: Customize DeepSeek’s models for niche tasks like keyword extraction from multilingual data.
2. Integrate with Automation Tools: Use platforms like Albato to connect DeepSeek with CRMs (e.g., HubSpot) for seamless data syncing.
3. Prioritize Cost-Effective Scaling: Deploy DeepSeek for high-volume tasks (e.g., processing 10,000+ customer queries) without breaking the bank.

Where it falls short:

❌ Not as widely integrated into workflows as ChatGPT or Claude (yet).

❌ Lacks conversational fluidity—built for structured responses rather than creativity.

❌ Limited third-party app compatibility compared to Copilot or NotebookLM.

Deepseek pricing:

Deepseek is free for all users as of May 2025.

9. NotebookLM: Best for Organizing Research & Internal Docs

If you’re an agency, you probably have an endless flood of meeting notes, briefs, and internal documents. Keeping everything organized (and actually usable) is a full-time job.

NotebookLM is Google’s answer to this chaos. It automatically summarizes long documents, pulls key insights, and makes it easy to reference past conversations—all while integrating seamlessly with Google Drive. It’s like having a virtual assistant that remembers everything so you don’t have to.

It’s great for organizing internal knowledge bases, summarizing campaign reports, and making sense of scattered information.

What agency leaders are using it for:

• Creating briefing documents for leadership using uploaded project plans.
• Generating FAQs for clients based on previous conversations.
• Transforming multiple blog posts into podcast scripts or presentation content around a specific theme.
• Studying successful ad campaigns in your niche to uncover effective headlines and call-to-action phrases.
• Building and managing content calendars with scheduled posts for each month

I'm typically skeptical of overhyped tools, but…NotebookLM is an absolute game-changer for project managers.

How to get the most out of it:

1. Upload Relevant Sources: Include meeting notes, campaign documents, and transcripts for comprehensive insights.
2. Ask Specific Questions: Use NotebookLM’s contextual understanding to get precise answers (e.g., “What were the top-performing campaigns last quarter?”).
3. Track Commitments: Use it as a single source of truth for tracking deliverables across projects.

Where it falls short:

❌ Limited integration with third-party apps outside of Google Docs.

❌ Not ideal for external research—works best with internal documents.

NotebookLM pricing:

As of May 2025, NotebookLM offers these pricing plans:

10. SocialBee: Best for AI-Powered Social Media Management

SocialBee is a social media management tool for marketing teams and agencies. It helps them streamline content management and boost client engagement by organizing, scheduling, and publishing posts across multiple channels from a single collaborative workspace.

What agency leaders are using it for:

• Managing multiple client accounts through dedicated workspaces.
• Receiving AI-powered content suggestions and scheduling strategies.
• Centralizing social media efforts to save time and improve performance.
• Getting client approval on content directly within the platform.

How to get the most out of it:

1. Assign roles and set permissions within SocialBee to streamline workflows and ensure each team member focuses on their specific responsibilities.
2. Use notes and feedback features to align your team around content strategy, revisions, and approvals.
3. Let SocialBee’s AI-powered Social Media Copilot identify where your audience is most active and receive platform-specific strategy recommendations.

Where it falls short:

❌ The mobile app currently lacks scheduling functionality.
❌ SocialBee does not offer a free plan, but it does provide a 14-day free trial with no credit card required

SocialBee pricing:

As of May 2025, SocialBee offers these pricing plans:

11. Fathom: Best for Automated Meeting Notes & CRM Sync

If you hate taking notes, Fathom can save you hours every week. It transcribes meetings, generates AI-powered summaries, and syncs action items directly into your CRM.

What agency leaders are using it for:

• Recording and summarizing client feedback during strategy calls.
• Automatically generating action items after internal team meetings.
• Sharing concise meeting highlights with stakeholders.

We love Fathom for client meetings—it captures the conversations and automatically generates actionable to-do lists, making sure nothing falls through the cracks.

How to get the most out of it:

• Set Up CRM Integrations: Sync Fathom with your CRM to ensure follow-up tasks are automatically logged after meetings.
• Highlight Key Moments: Use Fathom’s keyword-based highlights feature to mark important discussion points during calls.
• Collaborate Effectively: Share meeting clips with team members who couldn’t attend.

Where it falls short:

❌ No deep analytics—just pure transcription and summaries.

❌ Not a research tool like Perplexity.

Fathom pricing:

As of May 2025, Fathom offers these pricing plans:

Note: All plans include unlimited meeting recordings, transcriptions, and storage. Annual billing offers significant savings. Feature availability may vary by region and plan.

12. Gong: Best for Sales Intelligence & Conversation Analytics

If your agency handles high-stakes client interactions, sales calls, or strategy meetings, Gong is your AI-powered “revenue intelligence” platform.

It doesn’t just transcribe calls, it also analyzes conversations, extracts insights, and helps teams refine messaging and close deals faster.

What agency leaders are using it for:

• Recording and analyzing client calls to identify key themes and opportunities.
• Tracking sentiment and objections in sales conversations for better positioning.
• Training team members by identifying winning communication patterns.
• Refining agency sales strategies based on real-time customer insights.

We use Gong for meeting recording, transcription, and summaries. It has been a huge help and unlock for us in assuring we are plugged into calls—and present.

How to get the most out of it:

• Identify Patterns: Use Gong’s AI to surface recurring client concerns or interests.
• Coach Your Team: Review top-performing sales and client calls to improve communication.
• Refine Messaging: Analyze how prospects react to different value propositions and tailor pitches accordingly.

Where it falls short:

❌ Designed primarily for sales and revenue teams, less useful for content or creative workflows.

❌ High cost—best suited for mid-to-large agencies with active sales teams.

Gong pricing:

Gong’s pricing is quite complex. Here’s a breakdown as of May 2025 (note: the pricing is very opaque and subject to change at any times):

Based on this, here’s an example calculation for 100 users:
$5,000 (platform) + ($1,440 × 100 = $144,000) = $149,000 (before support/training)

Key Notes:

• Platform Fee: $5,000 annually is typical for most organizations, but Enterprise plans can be higher (up to $50,000/year in some cases).
• Per User Fee: Discounts apply as user count increases. Rates may vary by negotiation and features selected.
• Support/Training: Additional $7,500 for professional services is commonly charged.
• Payment Terms: Gong often requires 3 years upfront for most companies..
• Enterprise: Large organizations may pay a much higher platform fee and may include some seats within the platform fee.

Example (100 users):

• Platform Fee: $5,000
• 100 users × $1,440: $144,000
• Support/Training: $7,500
• Total (100 users): $156,500 per year (with support/training)

Summary Table:

All prices are approximate and subject to negotiation with Gong sales.

13. Google ImageFX: Best for AI-Generated Visuals & Image Editing

If your agency needs custom visuals on demand, Google ImageFX would be incredibly useful. It’s built for advanced image editing, enhancement, and generation—perfect for creating high-quality marketing assets quickly.

Unlike Midjourney, ImageFX is more beginner-friendly and integrates seamlessly with Google Workspace tools like Slides and Docs.

What agency leaders are using it for:

• Generating initial ideas and mockups for ad creatives.
• Enhancing product photos by removing backgrounds or adding effects.
• Creating visually engaging presentations using custom graphics generated in minutes.

How to get the most out of it:

1. Experiment With Prompts: Use dropdowns and keyword suggestions within ImageFX as training wheels to refine your prompts.
2. Batch Process Visuals: Generate multiple variations of an image concept quickly using batch processing features (Pro version).
3. Integrate With Workspace Apps: Insert generated visuals directly into Google Slides or Docs without exporting files manually.

Where it falls short:

❌ Less advanced artistic control than Midjourney.

❌ Not ideal for creating highly stylized, complex illustrations.

Google ImageFX pricing:

As of May 2025, Google ImageFX is entirely free (if you have a Google account) with no paid plans or usage restrictions for consumers.

14. Fyxer AI: Best for Email & Meeting Management

Inbox overload and back-to-back meetings can eat up an entire workday. Fyxer AI acts as an executive assistant that organizes emails, drafts responses, schedules meetings, and takes notes—so you can focus on high-value tasks instead of drowning in admin work.

What agency leaders are using it for:

• Prioritizing emails by automatically sorting them into folders like “To Respond” or “FYI.”
• Drafting emails in the user’s tone for faster communication.
• Summarizing meetings and sending follow-up emails immediately after calls.
• Optimizing scheduling by analyzing calendars and suggesting the best meeting times.

How to get the most out of it:

• Use Smart Email Categorization → Let Fyxer filter and prioritize messages so you can focus on high-value tasks.
• Refine AI Drafts → Review auto-generated emails before sending to ensure alignment with your communication style.
• Leverage Calendar Insights → Set Fyxer to optimize scheduling and avoid conflicts across teams.

Where it falls short:

❌ Limited integrations outside major platforms like Gmail, Outlook, and Slack.

❌ Doesn’t fully automate email responses—requires user approval before sending.

Fyxer AI pricing:

As of May 2025, Fyxer AI offers these pricing plans:

Final thoughts: Start with your biggest bottleneck

The truth is, you don’t need every AI marketing software on this list right now.

We suggest you start by identifying your biggest pain point and working upwards from there:

• Wasting hours on creating client reports? Use Whatagraph and cut it down to minutes.
• Swamped with admin? Fyxer AI and NotebookLM can save your sanity.
• Need accurate meeting transcripts and summaries? Go for Fathom.
• Want sharper strategy for clients? Pit Claude and Perplexity against each other to test out your ideas and come up with new ones.

Whether you’re chasing growth, retention, or just fewer late nights at the office, AI tools for marketing can help you get there faster—and that’s all that matters.

Want more tool recommendations? Check out our guides on marketing agency tools and AI tools for SEO.