5 Productivity & Collaboration Tools Every Marketing Team Needs

As any marketing team will tell you, successful marketing takes a lot of hard work. There are only so many hours in a day, so finding ways to work smarter is essential to getting everything done.  Whats and Whens

As a growing digital marketing agency that’s committed to doing things the right way without cutting corners, there are several key productivity and collaboration tools we rely on to help us be more efficient so we can spend our time as effectively as possible.

We can’t guarantee that the specific tools our team uses will be the best options for you, too – but in our experience, using some version of the broader types of tools covered in this list will prove invaluable for virtually any team. 

1. A workspace dashboard & meeting portal software like Traction Tools

Organizing, managing, and following up after team meetings can be incredibly time-consuming; finding tools that do this work for you is an excellent way to free up time to focus on other priorities. 

Here at Rocket Clicks, we’re huge fans of Traction® Tools, which is specifically designed for companies who are running on EOS® like us. Traction Tools provides interactive workspaces that allow us to set priorities, assign to-dos, track progress, and more, all within the structured meeting cadence that provides consistency and keeps us accountable. We can’t get enough

2. A video conferencing platform like Zoom

With today’s increasingly remote and hybrid workforce, a reliable video conferencing platform is essential for productive meetings. 

Rocket Clicks uses Zoom, which has an intuitive, user-friendly interface and includes HD audio and video, an enterprise cloud phone system, private and group chat, and integrations with hundreds of popular apps including Google Workspace, Slack, and more. 

3. A suite of office productivity applications like Google Workspace

A cloud-based office suite not only makes collaboration and communication more streamlined thanks to a centralized system, but also minimizes the risk of work or data being lost if physical devices are damaged or crash. 

We love Google Workspace, which includes Google’s full suite of cloud-based productivity and collaboration tools, including email, cloud storage, shared calendars, word processing, spreadsheets, a presentation builder, and more.  

4. A collaboration & task management tool like Teamwork

A robust task management and team collaboration tool is a must for any team that collaborates on projects, especially remote or hybrid teams who can’t work together on tasks face-to-face.

Rocket Clicks uses Teamwork, which has capabilities to manage and assign tasks for both individual and team projects, and includes features like team chat that are useful for remote and hybrid teams. The interface has multiple customizable views that make it easy to schedule tasks and track progress on multiple complex projects at once. 

Plus, the project management software has several key features that are particularly useful for client-based work, including excellent time tracking and invoicing capabilities. 

5. A performance tracking or reporting tool like NinjaCat

While the specific structure and metrics will likely vary depending on your larger priorities and goals, it’s crucial to have some type of system for tracking, analyzing, and documenting performance on a consistent basis. 

Here at Rocket Clicks, we use NinjaCat to create detailed performance reports for each of our clients at the beginning of each month. The user-friendly software makes it simple to create a custom reporting template for each client, then automatically pull performance metrics from multiple data sources every month. From there, we can easily add our notes and annotations to the report before sending it out – it’s a great way to automate the reporting process without sacrificing quality or attention to detail. 


Marketing toolsOf course, this list hardly begins to scratch the surface of all the tools and resources marketing teams need to successfully put together and implement a comprehensive marketing plan.

For example, if you’re planning to handle graphic design and other creative services internally, you’ll likely need a suite of tools like Adobe Creative Cloud. And unless you have outside support from a trusted SEO partner, you’ll need keyword research tools like SEMRush and technical auditing tools like Screaming Frog. Then there’s content strategy, paid advertising, copywriting … you get the idea. 

In other words, you’ll never find an exhaustive list of all the tools, apps, and programs your unique marketing team needs to be their best. What makes the five types of tools on this list so essential is they’re likely to help just about any team get organized, stay productive, and collaborate no matter where they are. 

Tyler Dolph

Tyler is a sales and marketing focused leader with a passion for team and personal growth. He has B.A Degrees in Marketing and Communications from Lindenwood University and joined the Rocket Clicks team in 2015.