Sample report, not survey findings. Every number is illustrative. Real results are planned for November 2026. Contribute your agency's experience.

Example report · Sample data

State of Agency Tools 2026

The tools behind agency work, from creative production to sales, client support and AI. What teams use, who pays, and which stacks they would keep.

Illustrative dataset: 100 fictional responses · Full report planned for November 2026

How to read this report

Each chart names its audience and answer count. Service-specific questions, the optional eight-question business-tools section and conditional follow-ups have different denominators. Multiple-choice tool lists allow more than one selection. Skipped questions are excluded; explicit none and not-sure answers remain visible.

Website and project-management stacks

Tool adoption and satisfaction are separate views. The choose-again question rates the whole selected stack, not individual products.

Platforms used to build client websites

Illustrative sample · n=80. Website-service respondents who answered this question. Multiple selections allowed; totals may exceed 100%.

WordPress60%
Webflow45%
Shopify30%
Custom code (Next.js, etc.)25%
Framer20%
AI builders (Lovable, v0, Bolt)15%
Wix Studio10%
Squarespace10%
Other5%

Would you choose the same website platforms again?

Illustrative sample · n=80. Website respondents who selected platforms and answered the follow-up. One answer per respondent.

Yes, all of them62.5%
Some, but not all25%
No, none of them7.5%
Not sure5%

Tools used to manage projects

Illustrative sample · n=100. Respondents who answered this question. Multiple selections allowed; totals may exceed 100%.

ClickUp38%
Notion35%
Asana29%
Monday22%
Spreadsheets21%
Trello16%
Teamwork14%
Airtable12%
Basecamp9%
No project management tool10%
Other5%

Would you choose the same project management tools again?

Illustrative sample · n=80. Tool-using respondents who answered the follow-up; excludes no-tool answers. One answer per respondent.

Yes, all of them55%
Some, but not all30%
No, none of them10%
Not sure5%

Creative and marketing tools

Service-specific questions cover design, video, SEO and reporting, social media, and client email platforms. Runway and Descript appear once, in AI production tools.

Design tools

Illustrative sample · n=80. Design-section respondents who answered. Multiple selections allowed; totals may exceed 100%.

Figma70%
Adobe Creative Cloud60%
Canva45%
Affinity10%
None5%
Other5%

Video editing and motion design

Illustrative sample · n=40. Video-service respondents who answered. Multiple selections allowed; totals may exceed 100%.

Premiere Pro60%
After Effects50%
DaVinci Resolve30%
Final Cut20%
CapCut20%
None of these5%
Other5%

SEO and client reporting

Illustrative sample · n=50. SEO or paid-ads respondents who answered. Multiple selections allowed; totals may exceed 100%.

GA480%
Search Console76%
Looker Studio60%
Semrush48%
Ahrefs40%
Screaming Frog30%
AgencyAnalytics20%
None4%
Other6%

Social media tools

Illustrative sample · n=50. Social-service respondents who answered. Multiple selections allowed; totals may exceed 100%.

Buffer30%
Sprout Social24%
Hootsuite22%
Later18%
Metricool16%
Native platforms only20%
Other6%

Email platforms run for clients

Illustrative sample · n=50. Email/CRM-service respondents who answered. Multiple selections allowed; totals may exceed 100%.

Mailchimp40%
Klaviyo32%
HubSpot30%
ActiveCampaign24%
Brevo16%
beehiiv12%
None4%
Other6%

Operations and money

An optional business-tools section covers time, resourcing, profit tracking, accounting and payroll. These shares describe that section's respondents, not every survey participant.

Time tracking and resourcing

Illustrative sample · n=50. Respondents who opted into business tools and answered this question. Multiple selections allowed; totals may exceed 100%.

Spreadsheets34%
Harvest26%
Toggl22%
Nothing formal18%
Productive14%
Float12%
Scoro6%
Workamajig4%
Other4%

How agencies track profit by client

Illustrative sample · n=50. Respondents who opted into business tools and answered this question. One answer per respondent.

In a dedicated tool24%
In spreadsheets40%
We do not track it by client28%
Not sure6%
Other2%

Accounting and invoicing

Illustrative sample · n=50. Respondents who opted into business tools and answered this question. Multiple selections allowed; totals may exceed 100%.

QuickBooks44%
Xero28%
Our accountant handles it20%
Stripe invoicing18%
Spreadsheets16%
FreshBooks10%
Wave6%
Bonsai4%
Other4%

Paying the team and contractors

Illustrative sample · n=50. Respondents who opted into business tools and answered this question. Multiple selections allowed; totals may exceed 100%.

Direct bank transfer40%
Gusto30%
Wise22%
PayPal18%
Deel16%
Our accountant handles it14%
Rippling8%
Remote6%
Justworks4%
Other4%

CRM, outreach and proposals

How agencies manage their own sales, find potential clients and close work. These questions exclude tools used only for client campaigns.

CRM and sales tracking

Illustrative sample · n=50. Respondents who opted into business tools and answered this question. Multiple selections allowed; totals may exceed 100%.

No CRM, it lives in our inbox36%
HubSpot28%
Notion or spreadsheets24%
HighLevel (GoHighLevel)20%
Pipedrive16%
Zoho CRM12%
HoneyBook10%
Dubsado8%
Close8%
Attio6%
Salesforce4%
Not sure2%
Other4%

Finding and contacting potential clients

Illustrative sample · n=50. Respondents who opted into business tools and answered this question. Multiple selections allowed; totals may exceed 100%.

LinkedIn Sales Navigator36%
Apollo28%
Our CRM's built-in tools24%
Clay20%
Instantly18%
Smartlead14%
lemlist12%
Hunter10%
HeyReach8%
No prospecting or outreach software20%
Not sure2%
Other4%

Proposals, contracts and e-signatures

Illustrative sample · n=50. Respondents who opted into business tools and answered this question. Multiple selections allowed; totals may exceed 100%.

Google Docs/Slides40%
PandaDoc24%
DocuSign18%
None, handshake and an invoice16%
Proposify12%
Dropbox Sign10%
Better Proposals8%
Bonsai6%
Other4%

Client support and collaboration

Ongoing support is distinct from creative feedback and approvals. The survey also asks which AI notetakers teams use on client calls; it does not measure the share of calls recorded.

Ongoing client support

Illustrative sample · n=50. Respondents who opted into business tools and answered this question. Multiple selections allowed; totals may exceed 100%.

Email or messaging only (no dedicated support tool)28%
Project management tool or client portal24%
Zendesk16%
Help Scout14%
Freshdesk12%
Front10%
Intercom8%
HubSpot Service Hub8%
Zoho Desk6%
We do not provide ongoing client support10%
Not sure2%
Other4%

AI notetakers used on client calls

Illustrative sample · n=100. Respondents who answered this question. Multiple selections allowed; totals may exceed 100%.

No AI notetaker40%
Fathom20%
Fireflies18%
Otter15%
Granola12%
Zoom AI Companion10%
Gemini in Google Meet8%
tl;dv6%
Circleback5%
Other3%

How teams collect client feedback and approvals

Illustrative sample · n=100. Respondents who answered this question. Multiple selections allowed; totals may exceed 100%.

Email78%
Screenshots or marked-up PDFs61%
Calls or meetings54%
Slack/Teams messages49%
Comments in Figma/Google Docs38%
WhatsApp/iMessage28%
Project tools or shared pages (Basecamp, Notion, etc.)26%
Spreadsheets22%
A dedicated review tool20%
Client portal (Copilot, SuiteDash, etc.)11%
Other3%

Dedicated review and approval tools

Illustrative sample · n=20. Respondents who selected a dedicated review tool and answered the follow-up. Multiple selections allowed; totals may exceed 100%.

Frame.io35%
Ziflow25%
Filestage20%
PageProof15%
Superflow15%
Marker.io10%
BugHerd10%
Other5%

Website revisions and pre-launch checks

Revision counts refer to the most recent completed website project. Report the selected ranges, not a made-up exact average. Checklist use is not a measure of automation or overall QA quality.

Client revision rounds on the most recent website project

Illustrative sample · n=80. Website-service respondents who answered this question. One answer per respondent.

05%
15%
220%
325%
4-530%
6+10%
Not sure5%
No completed website project yet0%

How agencies check websites before launch

Illustrative sample · n=80. Website-service respondents who answered this question. One answer per respondent.

We use a written checklist on every launch35%
We use a written checklist on some launches30%
We check sites without a written checklist25%
We do not usually check before launch5%
Not sure5%

AI tools, payment and client work

AI assistants distinguish agency-paid use, use not paid by the agency, and unknown payment. Production tools and client-work questions are separate measures.

AI assistants: use and agency-paid use

Illustrative sample. Percent of respondents who answered each assistant's row. Used includes all three used statuses. Agency-paid includes reimbursed accounts and paid bundles.

  • Use for agency work
  • Used, agency-paid
View all four response statuses and sample sizes
Illustrative counts. One status per assistant; n excludes skipped rows.
AssistantnNot usedUsed, agency-paidUsed, not agency-paidUsed, payment unknown
ChatGPT100864208
Claude1004832146
Gemini1005818186
Perplexity1007210144
Microsoft Copilot100801244
Grok10090442
DeepSeek10088282
Other AI assistant10092431

Not agency-paid does not necessarily mean free: an individual may pay personally. Unknown payment is kept separate. A skipped row is not counted as non-use.

AI-powered tools used to create or edit client work

Illustrative sample · n=100. Respondents who answered this question. Multiple selections allowed; totals may exceed 100%.

GPT image generation55%
Midjourney35%
Cursor or Claude Code32%
Descript22%
Runway20%
ElevenLabs18%
HeyGen15%
Flux12%
Sora10%
Veo10%
Custom agents9%
None10%
Other4%

Share of completed deliverables that used AI in the past 30 days

Illustrative sample · n=100. Respondents who answered this question. One answer per respondent.

0%8%
1-10%20%
11-25%26%
26-50%22%
51-75%12%
Over 75%7%
Not sure3%
No client deliverables completed in the past 30 days2%

How often teams tell clients about AI involvement

Illustrative sample · n=80. Respondents shown the disclosure follow-up who answered it. One answer per respondent.

Always30%
Sometimes45%
Never15%
Not sure5%
Prefer not to say5%

Workflow bottlenecks and tool value

The bottleneck question covers client delivery in the past 30 days. The optional write-in asks which paid tool feels least worth its cost, not for a general vendor satisfaction score.

Where client work most often got held up

Illustrative sample · n=100. Respondents who answered this question. One answer per respondent.

Getting a clear brief or client assets22%
Assigning work and managing capacity14%
Producing the work13%
Internal review and quality checks15%
Client feedback and approval20%
Reporting and admin6%
No recurring hold-up5%
Not sure3%
Other2%

Tools that feel least worth the cost

Illustrative sample · n=30 write-in answers. Mentions, not satisfaction scores or market-wide rankings. Generic names are placeholders, not ratings of real vendors.

  1. Example tool A12 mentions
  2. Example tool B8 mentions
  3. Example tool C6 mentions
  4. Example tool D4 mentions

About the sample and publication

This preview uses invented data to demonstrate the report format. The survey also collects role, team size, services, location, optional revenue and industry focus. Published comparisons should identify their audience and sample size, avoid identifying individual agencies, and not present a self-selected sample as representative of every agency.

Report delivery and Superflow setup help are separate opt-ins. Contact details and product follow-up answers are not published in the report.

Add your agency's experience

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